CULLEN INVESTMENT GROUP, LTD.
LAFAYETTE LA · SEC CIK 0000797203
$7.58亿2026Q1 申报市值
179持仓数
39.2%前十大占比 · 第一大 6.4%
6 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PM 加仓+$521.09万
AMRZ 新建仓+$361.10万
AMZN 加仓+$317.22万
GD 加仓+$289.37万
FERG 新建仓+$288.53万
2026Q1 卖出最多 按季末市值估算
SO 减仓-$320.13万
AVGO 减仓-$315.54万
ETN 减仓-$279.48万
HD 减仓-$252.42万
BAC 减仓-$245.03万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $4,860.33万 | 6.42% | 101,430 | 685 | 0.7% | $32.82万 | 加仓 |
| AAPL | APPLE INCORPORATED | $4,766.63万 | 6.29% | 187,829 | -8,140 | -4.2% | -$206.57万 | 减仓 |
| WMT | WALMART INCORPORATED | $3,540.40万 | 4.67% | 284,879 | -15,740 | -5.2% | -$195.61万 | 减仓 |
| GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $3,318.50万 | 4.38% | 115,720 | 5,875 | 5.3% | $168.48万 | 加仓 |
| MSFT | MICROSOFT CORPORATION | $3,167.51万 | 4.18% | 85,580 | 2,101 | 2.5% | $77.76万 | 加仓 |
| JPM | JPMORGAN CHASE & COMPANY | $2,657.22万 | 3.51% | 90,352 | -6,786 | -7.0% | -$199.57万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,877.97万 | 2.48% | 107,682 | -300 | -0.3% | -$5.23万 | 减仓 |
| — | EXXON MOBIL CORPORATION | $1,851.67万 | 2.44% | 109,131 | -226 | -0.2% | -$3.83万 | 减仓 |
| ETN | EATON CORPORATION PLC SHS | $1,850.83万 | 2.44% | 51,747 | -7,814 | -13.1% | -$279.48万 | 减仓 |
| AVGO | BROADCOM INCORPORATED | $1,822.99万 | 2.41% | 58,911 | -10,197 | -14.8% | -$315.54万 | 减仓 |
| AMZN | AMAZON COM INCORPORATED | $1,609.49万 | 2.12% | 77,289 | 15,233 | 24.5% | $317.22万 | 加仓 |
| PM | PHILIP MORRIS INTERNATIONAL INCORPORATED | $1,604.92万 | 2.12% | 97,072 | 31,518 | 48.1% | $521.09万 | 加仓 |
| MRK | MERCK & COMPANY INCORPORATED | $1,355.96万 | 1.79% | 112,739 | -4,884 | -4.2% | -$58.74万 | 减仓 |
| DE | DEERE & COMPANY | $1,212.94万 | 1.60% | 21,533 | -749 | -3.4% | -$42.19万 | 减仓 |
| LLY | ELI LILLY & COMPANY | $1,085.15万 | 1.43% | 11,798 | -250 | -2.1% | -$22.99万 | 减仓 |
| ADI | ANALOG DEVICES INCORPORATED | $1,072.23万 | 1.42% | 33,723 | -1,438 | -4.1% | -$45.72万 | 减仓 |
| META | META PLATFORMS INCORPORATED CLASS A | $1,013.63万 | 1.34% | 17,731 | 3,428 | 24.0% | $195.97万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION SHS | $999.31万 | 1.32% | 76,332 | -6,167 | -7.5% | -$80.74万 | 减仓 |
| EPD | ENTERPRISE PRODUCTS PARTNERS L P | $969.93万 | 1.28% | 256,324 | -952 | -0.4% | -$3.60万 | 减仓 |
| GD | GENERAL DYNAMICS CORPORATION | $957.45万 | 1.26% | 27,899 | 8,432 | 43.3% | $289.37万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $953.01万 | 1.26% | 109,995 | 5,516 | 5.3% | $47.79万 | 加仓 |
| V | VISA INCORPORATED COM CLASS A | $948.58万 | 1.25% | 31,387 | 1,613 | 5.4% | $48.75万 | 加仓 |
| SCHW | SCHWAB CHARLES CORPORATION | $934.82万 | 1.23% | 99,484 | 25,005 | 33.6% | $234.96万 | 加仓 |
| GLW | CORNING INCORPORATED | $913.94万 | 1.21% | 67,216 | -260 | -0.4% | -$3.54万 | 减仓 |
| CMCSA | COMCAST CORPORATION NEW CLASS A | $874.33万 | 1.15% | 304,514 | 54,960 | 22.0% | $157.80万 | 加仓 |
| WFC | WELLS FARGO & COMPANY | $857.92万 | 1.13% | 107,814 | 16,607 | 18.2% | $132.15万 | 加仓 |
| O | REALTY INCOME CORPORATION REIT | $812.52万 | 1.07% | 132,809 | -13,169 | -9.0% | -$80.57万 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $768.24万 | 1.01% | 50,305 | 17,408 | 52.9% | $265.85万 | 加仓 |
| CMI | CUMMINS INCORPORATED | $764.25万 | 1.01% | 14,205 | -894 | -5.9% | -$48.10万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $745.22万 | 0.98% | 17,882 | -2,548 | -12.5% | -$106.19万 | 减仓 |
| UNP | UNION PAC CORPORATION | $733.89万 | 0.97% | 30,248 | -7,205 | -19.2% | -$174.81万 | 减仓 |
| COP | CONOCOPHILLIPS | $728.84万 | 0.96% | 55,210 | 19,246 | 53.5% | $254.07万 | 加仓 |
| BKNG | BOOKING HOLDINGS INCORPORATED | $715.18万 | 0.94% | 1,699 | 501 | 41.8% | $210.89万 | 加仓 |
| UL | UNILEVER PLC SPON ADR NEW | $634.61万 | 0.84% | 111,309 | 33,376 | 42.8% | $190.29万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $619.93万 | 0.82% | 25,361 | -132 | -0.5% | -$3.23万 | 减仓 |
| GRMN | GARMIN LIMITED SHS | $618.47万 | 0.82% | 26,657 | -1,464 | -5.2% | -$33.97万 | 减仓 |
| CAT | CATERPILLAR INCORPORATED | $608.62万 | 0.80% | 8,591 | -21 | -0.2% | -$1.49万 | 减仓 |
| AMAT | APPLIED MATLS INCORPORATED | $607.76万 | 0.80% | 17,797 | 5,558 | 45.4% | $189.80万 | 加仓 |
| MCK | MCKESSON CORPORATION | $602.53万 | 0.80% | 6,963 | 2,293 | 49.1% | $198.42万 | 加仓 |
| SBUX | STARBUCKS CORPORATION | $597.94万 | 0.79% | 66,741 | -3,716 | -5.3% | -$33.29万 | 减仓 |
| PEP | PEPSICO INCORPORATED | $594.86万 | 0.79% | 38,306 | -15,374 | -28.6% | -$238.74万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORPORATION | $583.51万 | 0.77% | 49,216 | 10,486 | 27.1% | $124.32万 | 加仓 |
| CME | CME GROUP INCORPORATED | $533.65万 | 0.70% | 18,068 | -6,598 | -26.7% | -$194.88万 | 减仓 |
| LOW | LOWES COMPANIES INCORPORATED | $514.33万 | 0.68% | 21,768 | -1,373 | -5.9% | -$32.44万 | 减仓 |
| BDX | BECTON DICKINSON & COMPANY | $484.07万 | 0.64% | 30,795 | 12,546 | 68.7% | $197.21万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INCORPORATED COM NEW | $476.35万 | 0.63% | 10,977 | -4,888 | -30.8% | -$212.12万 | 减仓 |
| CVX | CHEVRON CORPORATION | $455.61万 | 0.60% | 22,021 | 253 | 1.2% | $5.23万 | 加仓 |
| GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $440.44万 | 0.58% | 15,316 | 5,059 | 49.3% | $145.48万 | 加仓 |
| SO | SOUTHERN COMPANY | $432.72万 | 0.57% | 44,833 | -33,167 | -42.5% | -$320.13万 | 减仓 |
| AMRZ | AMRIZE LIMITED SHS | $361.10万 | 0.48% | 64,459 | 64,459 | — | $361.10万 | 新建仓 |
| RJF | RAYMOND JAMES FINL INCORPORATED | $346.81万 | 0.46% | 23,953 | -212 | -0.9% | -$3.07万 | 减仓 |
| IQV | IQVIA HLDGS INCORPORATED | $343.72万 | 0.45% | 20,155 | -786 | -3.8% | -$13.40万 | 减仓 |
| PG | PROCTER & GAMBLE COMPANY | $324.68万 | 0.43% | 22,479 | -735 | -3.2% | -$10.62万 | 减仓 |
| AXP | AMERICAN EXPRESS COMPANY | $322.73万 | 0.43% | 10,670 | 3 | 0.0% | $907 | 加仓 |
| SYK | STRYKER CORPORATION | $317.86万 | 0.42% | 9,673 | -223 | -2.3% | -$7.33万 | 减仓 |
| BLK | BLACKROCK INCORPORATED | $316.57万 | 0.42% | 3,292 | -128 | -3.7% | -$12.31万 | 减仓 |
| MA | MASTERCARD INCORPORATED CLASS A | $312.42万 | 0.41% | 6,253 | -115 | -1.8% | -$5.75万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INCORPORATED | $293.22万 | 0.39% | 14,414 | -1,758 | -10.9% | -$35.76万 | 减仓 |
| DRI | DARDEN RESTAURANTS INCORPORATED | $293.15万 | 0.39% | 14,954 | -6,469 | -30.2% | -$126.82万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INCORPORATED COMMON STOCK NEW | $288.53万 | 0.38% | 12,378 | 12,378 | — | $288.53万 | 新建仓 |
| HD | HOME DEPOT INCORPORATED | $286.15万 | 0.38% | 8,703 | -7,677 | -46.9% | -$252.42万 | 减仓 |
| UPS | UNITED PARCEL SVCS INCORPORATED CLASS B | $282.38万 | 0.37% | 28,703 | -17,514 | -37.9% | -$172.30万 | 减仓 |
| ABBV | ABBVIE INCORPORATED | $279.76万 | 0.37% | 12,863 | 10 | 0.1% | $2,175 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INCORPORATED | $278.79万 | 0.37% | 55,536 | -45,666 | -45.1% | -$229.25万 | 减仓 |
| ENB | ENBRIDGE INCORPORATED | $277.48万 | 0.37% | 51,253 | -4,248 | -7.7% | -$23.00万 | 减仓 |
| AMGN | AMGEN INCORPORATED | $270.68万 | 0.36% | 7,693 | -20 | -0.3% | -$7,037 | 减仓 |
| AON | AON PLC SHS CL A | $248.41万 | 0.33% | 7,696 | 7,696 | — | $248.41万 | 新建仓 |
| NFG | NATIONAL FUEL GAS COMPANY | $246.63万 | 0.33% | 26,248 | -18 | -0.1% | -$1,691 | 减仓 |
| DIS | DISNEY WALT COMPANY | $242.35万 | 0.32% | 25,145 | -6,387 | -20.3% | -$61.56万 | 减仓 |
| MPC | MARATHON PETE CORPORATION | $241.85万 | 0.32% | 9,905 | 15 | 0.2% | $3,663 | 加仓 |
| MKC | MCCORMICK & COMPANY INCORPORATED COM NON VTG | $222.20万 | 0.29% | 44,053 | -4,453 | -9.2% | -$22.46万 | 减仓 |
| HWM | HOWMET AEROSPACE INCORPORATED | $215.28万 | 0.28% | 9,341 | 3 | 0.0% | $691 | 加仓 |
| FANG | DIAMONDBACK ENERGY INCORPORATED | $207.83万 | 0.27% | 10,507 | -621 | -5.6% | -$12.28万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $204.06万 | 0.27% | 25,942 | -1,922 | -6.9% | -$15.12万 | 减仓 |
| POOL | POOL CORPORATION | $195.41万 | 0.26% | 9,658 | -701 | -6.8% | -$14.18万 | 减仓 |
| SU | SUNCOR ENERGY INCORPORATED NEW | $192.97万 | 0.25% | 29,189 | -2,154 | -6.9% | -$14.24万 | 减仓 |
| RTX | RTX CORPORATION | $179.43万 | 0.24% | 9,302 | -18 | -0.2% | -$3,472 | 减仓 |
| GILD | GILEAD SCIENCES INCORPORATED | $176.87万 | 0.23% | 12,691 | -169 | -1.3% | -$2.36万 | 减仓 |
| KMI | KINDER MORGAN INCORPORATED DEL | $174.23万 | 0.23% | 51,961 | -378 | -0.7% | -$1.27万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INCORPORATED | $167.07万 | 0.22% | 4,840 | -729 | -13.1% | -$25.16万 | 减仓 |
| SHEL | SHELL PLC SPON ADS | $161.38万 | 0.21% | 17,353 | -241 | -1.4% | -$2.24万 | 减仓 |
| T | AT&T INCORPORATED | $158.60万 | 0.21% | 54,709 | -4,068 | -6.9% | -$11.79万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $148.70万 | 0.20% | 18,369 | -18,198 | -49.8% | -$147.32万 | 减仓 |
| PGR | PROGRESSIVE CORPORATION | $147.94万 | 0.20% | 7,463 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORPORATION | $145.02万 | 0.19% | 29,748 | -50,263 | -62.8% | -$245.03万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INCORPORATED | $142.30万 | 0.19% | 15,415 | -50 | -0.3% | -$4,616 | 减仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P ETF | $140.65万 | 0.19% | 18,376 | 8,876 | 93.4% | $67.94万 | 加仓 |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $139.23万 | 0.18% | 2,330 | 178 | 8.3% | $10.64万 | 加仓 |
| OKE | ONEOK INCORPORATED NEW | $136.35万 | 0.18% | 15,085 | 401 | 2.7% | $3.62万 | 加仓 |
| QCOM | QUALCOMM INCORPORATED | $133.77万 | 0.18% | 10,388 | -321 | -3.0% | -$4.13万 | 减仓 |
| — | WARNER BROS DISCOVERY INCORPORATED COM SER A | $133.20万 | 0.18% | 48,506 | -414 | -0.8% | -$1.14万 | 减仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $131.05万 | 0.17% | 67,900 | 500 | 0.7% | $9,650 | 加仓 |
| HBCP | HOMEBANCORP INCORPORATED | $128.03万 | 0.17% | 21,134 | 1,308 | 6.6% | $7.92万 | 加仓 |
| RSG | REPUBLIC SVCS INCORPORATED | $127.37万 | 0.17% | 5,816 | 7 | 0.1% | $1,533 | 加仓 |
| TSLA | TESLA INCORPORATED | $126.10万 | 0.17% | 3,392 | -48 | -1.4% | -$1.78万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $126.03万 | 0.17% | 4,441 | -11 | -0.2% | -$3,122 | 减仓 |
| ALL | ALLSTATE CORPORATION | $123.85万 | 0.16% | 5,973 | -2,047 | -25.5% | -$42.44万 | 减仓 |
| ECL | ECOLAB INCORPORATED | $123.77万 | 0.16% | 4,653 | -188 | -3.9% | -$5.00万 | 减仓 |
| CSX | CSX CORPORATION | $122.72万 | 0.16% | 29,894 | -1,947 | -6.1% | -$7.99万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INCORPORATED | $107.22万 | 0.14% | 3,962 | -4,130 | -51.0% | -$111.76万 | 减仓 |