ORLEANS CAPITAL MANAGEMENT CORP/LA
MANDEVILLE LA · SEC CIK 0001013234
$1.48亿2026Q1 申报市值
106持仓数
32.6%前十大占比 · 第一大 5.7%
7 / 17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
JNJ 加仓+$119.21万
AVGO 加仓+$110.68万
KMB 新建仓+$101.80万
META 加仓+$83.53万
GLW 加仓+$68.60万
2026Q1 卖出最多 按季末市值估算
COST 减仓-$272.03万
IWF 清仓-$118.33万
SDY 清仓-$116.89万
IWY 清仓-$107.98万
IWP 清仓-$98.60万
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 |
|---|---|---|---|---|---|---|---|---|
| TXN | TEXAS INSTRS INC | $191.81万 | 1.30% | 9,880 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $198.54万 | 1.34% | 8,183 | 500 | 6.5% | $12.13万 | 加仓 |
| AVGO | BROADCOM INC | $198.83万 | 1.34% | 6,424 | 3,576 | 125.6% | $110.68万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $211.60万 | 1.43% | 4,305 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $213.42万 | 1.44% | 16,299 | 61 | 0.4% | $7,987 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $220.21万 | 1.49% | 6,519 | 540 | 9.0% | $18.24万 | 加仓 |
| META | META PLATFORMS INC | $227.14万 | 1.54% | 3,970 | 1,460 | 58.2% | $83.53万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $237.99万 | 1.61% | 4,763 | 150 | 3.3% | $7.49万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $261.57万 | 1.77% | 24,002 | -500 | -2.0% | -$5.45万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $266.38万 | 1.80% | 16,076 | -2,425 | -13.1% | -$40.18万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $267.56万 | 1.81% | 4,427 | 5 | 0.1% | $3,022 | 加仓 |
| AMZN | AMAZON COM INC | $275.94万 | 1.87% | 13,249 | 1,310 | 11.0% | $27.28万 | 加仓 |
| CVX | CHEVRON CORPORATION | $279.09万 | 1.89% | 13,489 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $282.69万 | 1.91% | 14,655 | -893 | -5.7% | -$17.23万 | 减仓 |
| VLO | VALERO ENERGY CORP | $297.34万 | 2.01% | 12,034 | 950 | 8.6% | $23.47万 | 加仓 |
| HD | HOME DEPOT INC | $297.84万 | 2.01% | 9,056 | -346 | -3.7% | -$11.38万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $325.26万 | 2.20% | 35,019 | -100 | -0.3% | -$9,288 | 减仓 |
| ABBV | ABBVIE INC | $341.09万 | 2.31% | 15,683 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $345.59万 | 2.34% | 4,878 | -10 | -0.2% | -$7,085 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $370.38万 | 2.50% | 12,591 | 765 | 6.5% | $22.50万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $392.48万 | 2.65% | 6,035 | -160 | -2.6% | -$10.41万 | 减仓 |
| SMH | VANECK ETF TRUST | $406.06万 | 2.75% | 10,591 | -1,750 | -14.2% | -$67.09万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $406.92万 | 2.75% | 4,810 | 17 | 0.4% | $1.44万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $420.49万 | 2.84% | 37,930 | -4,850 | -11.3% | -$53.77万 | 减仓 |
| GOOGL | ALPHABET INC | $484.68万 | 3.28% | 16,855 | -10 | -0.1% | -$2,876 | 减仓 |
| MSFT | MICROSOFT CORP | $562.44万 | 3.80% | 15,194 | -50 | -0.3% | -$1.85万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $581.57万 | 3.93% | 43,760 | -5,140 | -10.5% | -$68.31万 | 减仓 |
| AAPL | APPLE INC | $845.91万 | 5.72% | 33,331 | -225 | -0.7% | -$5.71万 | 减仓 |