ORLEANS CAPITAL MANAGEMENT CORP/LA
MANDEVILLE LA · SEC CIK 0001013234
$1.94亿2026Q2 申报市值
122持仓数
32.6%前十大占比 · 第一大 5.4%
17 / 6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
MU 加仓+$196.00万
TGT 新建仓+$183.55万
GOOG 加仓+$97.94万
VEA 新建仓+$97.66万
JPM 加仓+$82.49万
2026Q2 卖出最多 按季末市值估算
TSCO 清仓-$87.59万
PGR 清仓-$40.44万
VOE 清仓-$30.87万
VOT 清仓-$27.67万
VO 清仓-$25.85万
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 INC | $1,042.59万 | 5.38% | 36,031 | 2,700 | 8.1% | $78.13万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $832.00万 | 4.30% | 43,670 | -90 | -0.2% | -$1.71万 | 减仓 |
| SMH | VANECK ETF TRUST | $713.67万 | 3.69% | 10,881 | 290 | 2.7% | $19.02万 | 加仓 |
| MSFT | MICROSOFT CORP | $643.53万 | 3.32% | 17,252 | 2,058 | 13.5% | $76.77万 | 加仓 |
| GOOGL | ALPHABET INC | $601.27万 | 3.10% | 16,825 | -30 | -0.2% | -$1.07万 | 减仓 |
| CAT | CATERPILLAR INC | $542.14万 | 2.80% | 5,091 | 213 | 4.4% | $22.68万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $532.28万 | 2.75% | 5,263 | 453 | 9.4% | $45.82万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $494.63万 | 2.55% | 15,111 | 2,520 | 20.0% | $82.49万 | 加仓 |
| ABBV | ABBVIE INC | $469.28万 | 2.42% | 18,649 | 2,966 | 18.9% | $74.64万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $450.68万 | 2.33% | 6,035 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $406.34万 | 2.10% | 37,930 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $372.00万 | 1.92% | 15,608 | 2,359 | 17.8% | $56.22万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $358.75万 | 1.85% | 3,108 | 1,698 | 120.4% | $196.00万 | 加仓 |
| VLO | VALERO ENERGY CORP | $346.67万 | 1.79% | 13,311 | 1,277 | 10.6% | $33.26万 | 加仓 |
| HD | HOME DEPOT INC | $344.92万 | 1.78% | 9,780 | 724 | 8.0% | $25.53万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $343.17万 | 1.77% | 39,099 | 4,080 | 11.7% | $35.81万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $329.81万 | 1.70% | 6,906 | 387 | 5.9% | $18.48万 | 加仓 |
| IVV | ISHARES TR | $326.14万 | 1.68% | 4,355 | 935 | 27.3% | $70.02万 | 重新持有 |
| TXN | TEXAS INSTRS INC | $300.45万 | 1.55% | 10,080 | 200 | 2.0% | $5.96万 | 加仓 |
| GLW | CORNING INC | $300.33万 | 1.55% | 11,758 | 540 | 4.8% | $13.79万 | 加仓 |
| META | META PLATFORMS INC | $293.14万 | 1.51% | 5,204 | 1,234 | 31.1% | $69.51万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $283.98万 | 1.47% | 16,076 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $281.50万 | 1.45% | 24,002 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $278.05万 | 1.44% | 14,655 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $252.05万 | 1.30% | 15,206 | 1,717 | 12.7% | $28.46万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $250.96万 | 1.30% | 4,926 | 499 | 11.3% | $25.42万 | 加仓 |
| AVGO | BROADCOM INC | $246.82万 | 1.27% | 6,534 | 110 | 1.7% | $4.16万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $244.63万 | 1.26% | 4,763 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $237.54万 | 1.23% | 8,733 | 550 | 6.7% | $14.96万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $215.84万 | 1.11% | 4,305 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $214.22万 | 1.11% | 22,528 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $212.83万 | 1.10% | 8,380 | 2,004 | 31.4% | $50.90万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $205.79万 | 1.06% | 14,034 | 1,505 | 12.0% | $22.07万 | 加仓 |
| GOOG | ALPHABET INC | $205.50万 | 1.06% | 5,816 | 2,772 | 91.1% | $97.94万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $205.05万 | 1.06% | 16,199 | -100 | -0.6% | -$1.27万 | 减仓 |
| VGT | VANGUARD WORLD FD | $202.99万 | 1.05% | 16,984 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $183.55万 | 0.95% | 14,053 | 14,053 | — | $183.55万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $179.23万 | 0.93% | 14,186 | 3,334 | 30.7% | $42.12万 | 加仓 |
| IJK | ISHARES TR | $164.51万 | 0.85% | 14,001 | 3,000 | 27.3% | $35.25万 | 重新持有 |
| BLK | BLACKROCK INC | $163.85万 | 0.85% | 1,704 | 282 | 19.8% | $27.12万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $157.22万 | 0.81% | 42,770 | -1,400 | -3.2% | -$5.15万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $150.27万 | 0.78% | 16,561 | 620 | 3.9% | $5.63万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.77% | 2 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $142.57万 | 0.74% | 1,524 | 0 | 0.0% | — | 不变 |
| NLR | VANECK ETF TRUST | $142.26万 | 0.73% | 12,266 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $126.08万 | 0.65% | 3,036 | 100 | 3.4% | $4.15万 | 加仓 |
| IEFA | ISHARES TR | $125.13万 | 0.65% | 12,956 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $119.29万 | 0.62% | 4,845 | 50 | 1.0% | $1.23万 | 加仓 |
| MET | METLIFE INC | $116.18万 | 0.60% | 13,731 | 1,736 | 14.5% | $14.69万 | 加仓 |
| AMAT | APPLIED MATLS INC | $115.68万 | 0.60% | 1,600 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $115.07万 | 0.59% | 10,483 | -70 | -0.7% | -$7,684 | 减仓 |
| IHI | ISHARES TR | $113.91万 | 0.59% | 23,055 | -3,845 | -14.3% | -$19.00万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $106.76万 | 0.55% | 11,706 | 700 | 6.4% | $6.38万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $104.08万 | 0.54% | 2,080 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $103.74万 | 0.54% | 3,067 | 200 | 7.0% | $6.77万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $99.76万 | 0.52% | 2,696 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $97.66万 | 0.50% | 13,707 | 13,707 | — | $97.66万 | 新建仓 |
| V | VISA INC | $95.17万 | 0.49% | 2,774 | 677 | 32.3% | $23.23万 | 加仓 |
| GLD | SPDR GOLD TR | $93.94万 | 0.49% | 2,550 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $93.88万 | 0.48% | 1,809 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $90.50万 | 0.47% | 8,705 | -2,470 | -22.1% | -$25.68万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $88.48万 | 0.46% | 20,898 | 1,478 | 7.6% | $6.26万 | 加仓 |
| MS | MORGAN STANLEY | $84.54万 | 0.44% | 4,044 | 2,697 | 200.2% | $56.38万 | 重新持有 |
| QCOM | QUALCOMM INC | $80.70万 | 0.42% | 4,367 | 4,367 | — | $80.70万 | 新建仓 |
| LQD | ISHARES TR | $80.00万 | 0.41% | 7,335 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $79.02万 | 0.41% | 6,727 | 6,727 | — | $79.02万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $78.71万 | 0.41% | 1,355 | 1,355 | — | $78.71万 | 新建仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $77.99万 | 0.40% | 64,830 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $66.05万 | 0.34% | 5,832 | 4,002 | 218.7% | $45.33万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $65.39万 | 0.34% | 1,788 | 188 | 11.8% | $6.88万 | 加仓 |
| SYK | STRYKER CORPORATION | $63.60万 | 0.33% | 2,020 | 0 | 0.0% | — | 不变 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $63.49万 | 0.33% | 39,265 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $63.43万 | 0.33% | 1,000 | 1,000 | — | $63.43万 | 新建仓 |
| IGM | ISHARES TR | $62.48万 | 0.32% | 3,819 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $60.54万 | 0.31% | 49,950 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $57.66万 | 0.30% | 2,373 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $57.42万 | 0.30% | 7,065 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $55.63万 | 0.29% | 791 | 0 | 0.0% | — | 不变 |
| NUV | NUVEEN MUN VALUE FD INC | $54.58万 | 0.28% | 59,200 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $52.99万 | 0.27% | 1,275 | 624 | 95.9% | $25.94万 | 重新持有 |
| VIG | VANGUARD SPECIALIZED FUNDS | $51.91万 | 0.27% | 2,194 | 330 | 17.7% | $7.81万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $49.35万 | 0.25% | 8,267 | 8,267 | — | $49.35万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $48.97万 | 0.25% | 1,130 | 1,130 | — | $48.97万 | 新建仓 |
| ETN | EATON CORP PLC | $47.04万 | 0.24% | 1,104 | 1,104 | — | $47.04万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $46.25万 | 0.24% | 6,300 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $45.72万 | 0.24% | 3,120 | 3,120 | — | $45.72万 | 新建仓 |
| MRK | MERCK & CO INC | $44.62万 | 0.23% | 3,472 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $41.61万 | 0.21% | 1,867 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $38.66万 | 0.20% | 1,229 | 1,229 | — | $38.66万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $38.62万 | 0.20% | 1,930 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $38.30万 | 0.20% | 2,801 | 1,566 | 126.8% | $21.41万 | 加仓 |
| SYBT | STOCK YDS BANCORP INC | $38.23万 | 0.20% | 5,000 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $37.07万 | 0.19% | 1,184 | 504 | 74.1% | $15.78万 | 加仓 |
| SBUX | STARBUCKS CORP | $36.10万 | 0.19% | 3,533 | 3,533 | — | $36.10万 | 新建仓 |
| DVY | ISHARES TR | $35.17万 | 0.18% | 2,250 | 0 | 0.0% | — | 不变 |
| BLW | BLACKROCK LTD DURATION INCOM | $34.10万 | 0.18% | 27,300 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $33.47万 | 0.17% | 1,757 | 1,757 | — | $33.47万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $32.91万 | 0.17% | 3,982 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO EXCH TRADED FD TR II | $32.31万 | 0.17% | 2,000 | 0 | 0.0% | — | 不变 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $32.03万 | 0.17% | 20,300 | 0 | 0.0% | — | 不变 |