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 |
|---|---|---|---|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED | $244.63万 | 1.26% | 4,763 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $246.82万 | 1.27% | 6,534 | 110 | 1.7% | $4.16万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $250.96万 | 1.30% | 4,926 | 499 | 11.3% | $25.42万 | 加仓 |
| CVX | CHEVRON CORPORATION | $252.05万 | 1.30% | 15,206 | 1,717 | 12.7% | $28.46万 | 加仓 |
| RTX | RTX CORPORATION | $278.05万 | 1.44% | 14,655 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $281.50万 | 1.45% | 24,002 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $283.98万 | 1.47% | 16,076 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $293.14万 | 1.51% | 5,204 | 1,234 | 31.1% | $69.51万 | 加仓 |
| GLW | CORNING INC | $300.33万 | 1.55% | 11,758 | 540 | 4.8% | $13.79万 | 加仓 |
| TXN | TEXAS INSTRS INC | $300.45万 | 1.55% | 10,080 | 200 | 2.0% | $5.96万 | 加仓 |
| IVV | ISHARES TR | $326.14万 | 1.68% | 4,355 | 935 | 27.3% | $70.02万 | 重新持有 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $329.81万 | 1.70% | 6,906 | 387 | 5.9% | $18.48万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $343.17万 | 1.77% | 39,099 | 4,080 | 11.7% | $35.81万 | 加仓 |
| HD | HOME DEPOT INC | $344.92万 | 1.78% | 9,780 | 724 | 8.0% | $25.53万 | 加仓 |
| VLO | VALERO ENERGY CORP | $346.67万 | 1.79% | 13,311 | 1,277 | 10.6% | $33.26万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $358.75万 | 1.85% | 3,108 | 1,698 | 120.4% | $196.00万 | 加仓 |
| AMZN | AMAZON COM INC | $372.00万 | 1.92% | 15,608 | 2,359 | 17.8% | $56.22万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $406.34万 | 2.10% | 37,930 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $450.68万 | 2.33% | 6,035 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $469.28万 | 2.42% | 18,649 | 2,966 | 18.9% | $74.64万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $494.63万 | 2.55% | 15,111 | 2,520 | 20.0% | $82.49万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $532.28万 | 2.75% | 5,263 | 453 | 9.4% | $45.82万 | 加仓 |
| CAT | CATERPILLAR INC | $542.14万 | 2.80% | 5,091 | 213 | 4.4% | $22.68万 | 加仓 |
| GOOGL | ALPHABET INC | $601.27万 | 3.10% | 16,825 | -30 | -0.2% | -$1.07万 | 减仓 |
| MSFT | MICROSOFT CORP | $643.53万 | 3.32% | 17,252 | 2,058 | 13.5% | $76.77万 | 加仓 |
| SMH | VANECK ETF TRUST | $713.67万 | 3.69% | 10,881 | 290 | 2.7% | $19.02万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $832.00万 | 4.30% | 43,670 | -90 | -0.2% | -$1.71万 | 减仓 |
| AAPL | APPLE INC | $1,042.59万 | 5.38% | 36,031 | 2,700 | 8.1% | $78.13万 | 加仓 |