CULLEN INVESTMENT GROUP, LTD.
LAFAYETTE LA · SEC CIK 0000797203
$8.27亿2026Q2 申报市值
181持仓数
38.9%前十大占比 · 第一大 6.5%
8 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TMO 新建仓+$209.37万
BRK/B 加仓+$203.70万
META 加仓+$144.76万
MSGK 新建仓+$113.47万
AMAT 加仓+$112.43万
2026Q2 卖出最多 按季末市值估算
GOOG 减仓-$130.41万
AVGO 减仓-$130.01万
ETN 减仓-$110.92万
MSI 减仓-$84.97万
AAPL 减仓-$80.03万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INCORPORATED | $5,354.68万 | 6.48% | 185,063 | -2,766 | -1.5% | -$80.03万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $5,278.94万 | 6.39% | 105,501 | 4,071 | 4.0% | $203.70万 | 加仓 |
| GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $3,958.20万 | 4.79% | 112,029 | -3,691 | -3.2% | -$130.41万 | 减仓 |
| MSFT | MICROSOFT CORPORATION | $3,196.97万 | 3.87% | 85,710 | 130 | 0.2% | $4.85万 | 加仓 |
| WMT | WALMART INC | $3,159.09万 | 3.82% | 278,912 | -5,967 | -2.1% | -$67.59万 | 减仓 |
| JPM | JPMORGAN CHASE & COMPANY | $2,915.72万 | 3.53% | 89,073 | -1,279 | -1.4% | -$41.87万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,154.62万 | 2.61% | 107,683 | 1 | 0.0% | $200 | 加仓 |
| AVGO | BROADCOM INCORPORATED | $2,095.20万 | 2.53% | 55,469 | -3,442 | -5.8% | -$130.01万 | 减仓 |
| ETN | EATON CORPORATION PLC SHS | $2,094.12万 | 2.53% | 49,144 | -2,603 | -5.0% | -$110.92万 | 减仓 |
| AMZN | AMAZON COM INCORPORATED | $1,919.33万 | 2.32% | 80,525 | 3,236 | 4.2% | $77.13万 | 加仓 |
| PM | PHILIP MORRIS INTERNATIONAL INCORPORATED | $1,728.01万 | 2.09% | 95,506 | -1,566 | -1.6% | -$28.33万 | 减仓 |
| GLW | CORNING INCORPORATED | $1,708.17万 | 2.07% | 66,874 | -342 | -0.5% | -$8.74万 | 减仓 |
| — | EXXON MOBIL CORPORATION | $1,477.67万 | 1.79% | 108,084 | -1,047 | -1.0% | -$14.31万 | 减仓 |
| MRK | MERCK & COMPANY INCORPORATED | $1,426.19万 | 1.73% | 110,982 | -1,757 | -1.6% | -$22.58万 | 减仓 |
| AMAT | APPLIED MATLS INCORPORATED | $1,398.42万 | 1.69% | 19,353 | 1,556 | 8.7% | $112.43万 | 加仓 |
| LLY | ELI LILLY & COMPANY | $1,396.96万 | 1.69% | 11,647 | -151 | -1.3% | -$18.11万 | 减仓 |
| DE | DEERE & COMPANY | $1,351.22万 | 1.63% | 21,302 | -231 | -1.1% | -$14.65万 | 减仓 |
| ADI | ANALOG DEVICES INCORPORATED | $1,335.25万 | 1.62% | 33,624 | -99 | -0.3% | -$3.93万 | 减仓 |
| META | META PLATFORMS INCORPORATED CLASS A | $1,143.50万 | 1.38% | 20,301 | 2,570 | 14.5% | $144.76万 | 加仓 |
| V | VISA INCORPORATED COM CLASS A | $1,102.95万 | 1.33% | 32,148 | 761 | 2.4% | $26.11万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION SHS | $1,069.71万 | 1.29% | 73,236 | -3,096 | -4.1% | -$45.22万 | 减仓 |
| GD | GENERAL DYNAMICS CORPORATION | $1,057.49万 | 1.28% | 29,859 | 1,960 | 7.0% | $69.42万 | 加仓 |
| CMI | CUMMINS INCORPORATED | $989.07万 | 1.20% | 13,868 | -337 | -2.4% | -$24.04万 | 减仓 |
| SCHW | SCHWAB CHARLES CORPORATION | $984.71万 | 1.19% | 106,747 | 7,263 | 7.3% | $67.00万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $969.35万 | 1.17% | 123,864 | 13,869 | 12.6% | $108.54万 | 加仓 |
| WFC | WELLS FARGO & COMPANY | $956.53万 | 1.16% | 115,732 | 7,918 | 7.3% | $65.44万 | 加仓 |
| EPD | ENTERPRISE PRODUCTS PARTNERS L P | $936.95万 | 1.13% | 254,883 | -1,441 | -0.6% | -$5.30万 | 减仓 |
| CAT | CATERPILLAR INCORPORATED | $911.79万 | 1.10% | 8,562 | -29 | -0.3% | -$3.09万 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $870.38万 | 1.05% | 55,534 | 5,229 | 10.4% | $81.95万 | 加仓 |
| BKNG | BOOKING HOLDINGS INCORPORATED | $851.92万 | 1.03% | 47,780 | 5,305 | 12.5% | $94.59万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $834.27万 | 1.01% | 16,986 | -896 | -5.0% | -$44.01万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INCORPORATED | $797.94万 | 0.97% | 13,736 | -678 | -4.7% | -$39.39万 | 减仓 |
| O | REALTY INCOME CORPORATION REIT | $785.68万 | 0.95% | 126,784 | -6,025 | -4.5% | -$37.34万 | 减仓 |
| CMCSA | COMCAST CORPORATION NEW CLASS A | $782.25万 | 0.95% | 318,683 | 14,169 | 4.7% | $34.78万 | 加仓 |
| BNY | BANK OF NY MELLON CORPORATION | $769.49万 | 0.93% | 53,216 | 4,000 | 8.1% | $57.84万 | 加仓 |
| UNP | UNION PAC CORPORATION | $765.11万 | 0.93% | 28,129 | -2,119 | -7.0% | -$57.64万 | 减仓 |
| UL | UNILEVER PLC SPON ADR NEW | $729.40万 | 0.88% | 121,295 | 9,986 | 9.0% | $60.05万 | 加仓 |
| SBUX | STARBUCKS CORPORATION | $674.29万 | 0.82% | 65,984 | -757 | -1.1% | -$7.74万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $631.90万 | 0.76% | 24,881 | -480 | -1.9% | -$12.19万 | 减仓 |
| GRMN | GARMIN LIMITED SHS | $624.89万 | 0.76% | 26,307 | -350 | -1.3% | -$8.31万 | 减仓 |
| COP | CONOCOPHILLIPS | $623.98万 | 0.75% | 60,020 | 4,810 | 8.7% | $50.01万 | 加仓 |
| MCK | MCKESSON CORPORATION | $580.76万 | 0.70% | 7,687 | 724 | 10.4% | $54.70万 | 加仓 |
| GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $523.21万 | 0.63% | 14,641 | -675 | -4.4% | -$24.12万 | 减仓 |
| BDX | BECTON DICKINSON & COMPANY | $512.72万 | 0.62% | 33,869 | 3,074 | 10.0% | $46.54万 | 加仓 |
| LOW | LOWES COMPANIES INCORPORATED | $470.68万 | 0.57% | 21,347 | -421 | -1.9% | -$9.28万 | 减仓 |
| PEP | PEPSICO INC | $450.69万 | 0.55% | 33,286 | -5,020 | -13.1% | -$67.97万 | 减仓 |
| IQV | IQVIA HLDGS INCORPORATED | $388.82万 | 0.47% | 20,123 | -32 | -0.2% | -$6,183 | 减仓 |
| AMRZ | AMRIZE LIMITED SHS | $386.47万 | 0.47% | 72,513 | 8,054 | 12.5% | $42.93万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INCORPORATED COM NEW | $370.89万 | 0.45% | 8,931 | -2,046 | -18.6% | -$84.97万 | 减仓 |
| RJF | RAYMOND JAMES FINL INCORPORATED | $364.87万 | 0.44% | 24,000 | 47 | 0.2% | $7,145 | 加仓 |
| AXP | AMERICAN EXPRESS COMPANY | $359.50万 | 0.43% | 10,628 | -42 | -0.4% | -$1.42万 | 减仓 |
| CVX | CHEVRON CORPORATION | $357.60万 | 0.43% | 21,573 | -448 | -2.0% | -$7.43万 | 减仓 |
| SO | SOUTHERN COMPANY | $353.09万 | 0.43% | 36,892 | -7,941 | -17.7% | -$76.00万 | 减仓 |
| CME | CME GROUP INCORPORATED | $343.17万 | 0.42% | 15,540 | -2,528 | -14.0% | -$55.83万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INCORPORATED COMMON STOCK NEW | $334.43万 | 0.40% | 14,090 | 1,712 | 13.8% | $40.64万 | 加仓 |
| ABBV | ABBVIE INCORPORATED | $323.74万 | 0.39% | 12,865 | 2 | 0.0% | $503 | 加仓 |
| PG | PROCTER & GAMBLE COMPANY | $321.89万 | 0.39% | 21,951 | -528 | -2.3% | -$7.74万 | 减仓 |
| MA | MASTERCARD INCORPORATED CLASS A | $320.71万 | 0.39% | 6,244 | -9 | -0.1% | -$4,623 | 减仓 |
| BLK | BLACKROCK INCORPORATED | $313.96万 | 0.38% | 3,265 | -27 | -0.8% | -$2.60万 | 减仓 |
| SYK | STRYKER CORPORATION | $302.54万 | 0.37% | 9,609 | -64 | -0.7% | -$2.02万 | 减仓 |
| AON | AON PLC SHS CL A | $288.12万 | 0.35% | 8,688 | 992 | 12.9% | $32.90万 | 加仓 |
| AMGN | AMGEN INCORPORATED | $279.92万 | 0.34% | 7,730 | 37 | 0.5% | $1.34万 | 加仓 |
| ENB | ENBRIDGE INCORPORATED | $278.17万 | 0.34% | 51,314 | 61 | 0.1% | $3,307 | 加仓 |
| DRI | DARDEN RESTAURANTS INCORPORATED | $254.14万 | 0.31% | 12,336 | -2,618 | -17.5% | -$53.94万 | 减仓 |
| HWM | HOWMET AEROSPACE INCORPORATED | $251.24万 | 0.30% | 9,345 | 4 | 0.0% | $1,075 | 加仓 |
| MPC | MARATHON PETE CORPORATION | $245.87万 | 0.30% | 9,617 | -288 | -2.9% | -$7.36万 | 减仓 |
| UPS | UNITED PARCEL SVCS INCORPORATED CLASS B | $244.70万 | 0.30% | 22,762 | -5,941 | -20.7% | -$63.87万 | 减仓 |
| HD | HOME DEPOT INCORPORATED | $238.60万 | 0.29% | 6,765 | -1,938 | -22.3% | -$68.35万 | 减仓 |
| DIS | DISNEY WALT COMPANY | $227.63万 | 0.28% | 23,649 | -1,496 | -5.9% | -$14.40万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $225.00万 | 0.27% | 25,967 | 25 | 0.1% | $2,166 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INCORPORATED | $209.37万 | 0.25% | 4,175 | 4,175 | — | $209.37万 | 新建仓 |
| MKC | MCCORMICK & COMPANY INCORPORATED COM NON VTG | $209.04万 | 0.25% | 41,460 | -2,593 | -5.9% | -$13.07万 | 减仓 |
| POOL | POOL CORPORATION | $206.81万 | 0.25% | 9,623 | -35 | -0.4% | -$7,522 | 减仓 |
| NFG | NATIONAL FUEL GAS COMPANY | $203.60万 | 0.25% | 26,369 | 121 | 0.5% | $9,343 | 加仓 |
| QCOM | QUALCOMM INCORPORATED | $190.82万 | 0.23% | 10,327 | -61 | -0.6% | -$1.13万 | 减仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P ETF | $181.16万 | 0.22% | 20,614 | 2,238 | 12.2% | $19.67万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INCORPORATED | $179.11万 | 0.22% | 10,190 | -317 | -3.0% | -$5.57万 | 减仓 |
| RTX | RTX CORPORATION | $176.86万 | 0.21% | 9,322 | 20 | 0.2% | $3,795 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $176.55万 | 0.21% | 6,492 | -11 | -0.2% | -$2,991 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INCORPORATED | $175.80万 | 0.21% | 41,522 | -14,014 | -25.2% | -$59.34万 | 减仓 |
| BAC | BANK OF AMER CORPORATION | $169.78万 | 0.21% | 29,797 | 49 | 0.2% | $2,792 | 加仓 |
| KMI | KINDER MORGAN INCORPORATED DEL | $167.11万 | 0.20% | 52,272 | 311 | 0.6% | $9,943 | 加仓 |
| GE | GE AEROSPACE COM NEW | $166.16万 | 0.20% | 4,446 | 5 | 0.1% | $1,869 | 加仓 |
| PGR | PROGRESSIVE CORPORATION | $163.93万 | 0.20% | 7,504 | 41 | 0.5% | $8,957 | 加仓 |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $162.98万 | 0.20% | 2,373 | 43 | 1.8% | $2.95万 | 加仓 |
| GILD | GILEAD SCIENCES INCORPORATED | $160.83万 | 0.19% | 12,730 | 39 | 0.3% | $4,927 | 加仓 |
| SU | SUNCOR ENERGY INCORPORATED NEW | $157.47万 | 0.19% | 29,334 | 145 | 0.5% | $7,784 | 加仓 |
| HBCP | HOMEBANCORP INCORPORATED | $144.53万 | 0.17% | 21,092 | -42 | -0.2% | -$2,878 | 减仓 |
| TSLA | TESLA INCORPORATED | $142.58万 | 0.17% | 3,390 | -2 | -0.1% | -$841 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INCORPORATED | $141.96万 | 0.17% | 15,415 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORPORATION | $140.21万 | 0.17% | 29,500 | -394 | -1.3% | -$1.87万 | 减仓 |
| SHEL | SHELL PLC SPON ADS | $135.46万 | 0.16% | 17,470 | 117 | 0.7% | $9,072 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INCORPORATED | $134.82万 | 0.16% | 4,639 | -201 | -4.2% | -$5.84万 | 减仓 |
| OKE | ONEOK INCORPORATED NEW | $133.59万 | 0.16% | 15,366 | 281 | 1.9% | $2.44万 | 加仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $132.69万 | 0.16% | 69,400 | 1,500 | 2.2% | $2.87万 | 加仓 |
| — | WARNER BROS DISCOVERY INCORPORATED COM SER A | $129.32万 | 0.16% | 48,506 | 0 | 0.0% | — | 不变 |
| IRDM | IRIDIUM COMMUNICATIONS INCORPORATED | $127.44万 | 0.15% | 23,235 | 30 | 0.1% | $1,646 | 加仓 |
| ECL | ECOLAB INCORPORATED | $127.22万 | 0.15% | 4,566 | -87 | -1.9% | -$2.42万 | 减仓 |
| ALL | ALLSTATE CORPORATION | $125.76万 | 0.15% | 5,285 | -688 | -11.5% | -$16.37万 | 减仓 |
| RSG | REPUBLIC SVCS INCORPORATED | $124.07万 | 0.15% | 5,823 | 7 | 0.1% | $1,491 | 加仓 |