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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $845.91万 | 5.72% | 33,331 | -225 | -0.7% | -$5.71万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $581.57万 | 3.93% | 43,760 | -5,140 | -10.5% | -$68.31万 | 减仓 |
| MSFT | MICROSOFT CORP | $562.44万 | 3.80% | 15,194 | -50 | -0.3% | -$1.85万 | 减仓 |
| GOOGL | ALPHABET INC | $484.68万 | 3.28% | 16,855 | -10 | -0.1% | -$2,876 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $420.49万 | 2.84% | 37,930 | -4,850 | -11.3% | -$53.77万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $406.92万 | 2.75% | 4,810 | 17 | 0.4% | $1.44万 | 加仓 |
| SMH | VANECK ETF TRUST | $406.06万 | 2.75% | 10,591 | -1,750 | -14.2% | -$67.09万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $392.48万 | 2.65% | 6,035 | -160 | -2.6% | -$10.41万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $370.38万 | 2.50% | 12,591 | 765 | 6.5% | $22.50万 | 加仓 |
| CAT | CATERPILLAR INC | $345.59万 | 2.34% | 4,878 | -10 | -0.2% | -$7,085 | 减仓 |
| ABBV | ABBVIE INC | $341.09万 | 2.31% | 15,683 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $325.26万 | 2.20% | 35,019 | -100 | -0.3% | -$9,288 | 减仓 |
| HD | HOME DEPOT INC | $297.84万 | 2.01% | 9,056 | -346 | -3.7% | -$11.38万 | 减仓 |
| VLO | VALERO ENERGY CORP | $297.34万 | 2.01% | 12,034 | 950 | 8.6% | $23.47万 | 加仓 |
| RTX | RTX CORPORATION | $282.69万 | 1.91% | 14,655 | -893 | -5.7% | -$17.23万 | 减仓 |
| CVX | CHEVRON CORPORATION | $279.09万 | 1.89% | 13,489 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $275.94万 | 1.87% | 13,249 | 1,310 | 11.0% | $27.28万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $267.56万 | 1.81% | 4,427 | 5 | 0.1% | $3,022 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $266.38万 | 1.80% | 16,076 | -2,425 | -13.1% | -$40.18万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $261.57万 | 1.77% | 24,002 | -500 | -2.0% | -$5.45万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $237.99万 | 1.61% | 4,763 | 150 | 3.3% | $7.49万 | 加仓 |
| META | META PLATFORMS INC | $227.14万 | 1.54% | 3,970 | 1,460 | 58.2% | $83.53万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $220.21万 | 1.49% | 6,519 | 540 | 9.0% | $18.24万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $213.42万 | 1.44% | 16,299 | 61 | 0.4% | $7,987 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $211.60万 | 1.43% | 4,305 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $198.83万 | 1.34% | 6,424 | 3,576 | 125.6% | $110.68万 | 加仓 |
| UNP | UNION PAC CORP | $198.54万 | 1.34% | 8,183 | 500 | 6.5% | $12.13万 | 加仓 |
| TXN | TEXAS INSTRS INC | $191.81万 | 1.30% | 9,880 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $185.83万 | 1.26% | 22,528 | 965 | 4.5% | $7.96万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $180.97万 | 1.22% | 12,529 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $167.14万 | 1.13% | 44,170 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $163.67万 | 1.11% | 15,941 | 340 | 2.2% | $3.49万 | 加仓 |
| NLR | VANECK ETF TRUST | $163.37万 | 1.10% | 12,266 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $155.85万 | 1.05% | 6,376 | 4,877 | 325.4% | $119.21万 | 加仓 |
| GLW | CORNING INC | $152.53万 | 1.03% | 11,218 | 5,045 | 81.7% | $68.60万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $151.86万 | 1.03% | 1,524 | -2,730 | -64.2% | -$272.03万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $151.24万 | 1.02% | 10,852 | 248 | 2.3% | $3.46万 | 加仓 |
| VGT | VANGUARD WORLD FD | $148.13万 | 1.00% | 2,123 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $147.51万 | 1.00% | 11,175 | -7,040 | -38.6% | -$92.93万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.97% | 2 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $143.51万 | 0.97% | 26,900 | -2,260 | -7.8% | -$12.06万 | 减仓 |
| BLK | BLACKROCK INC | $136.76万 | 0.92% | 1,422 | 496 | 53.6% | $47.70万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $127.41万 | 0.86% | 2,936 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $117.29万 | 0.79% | 12,956 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $109.72万 | 0.74% | 2,550 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $101.80万 | 0.69% | 10,553 | 10,553 | — | $101.80万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $99.78万 | 0.67% | 4,795 | 100 | 2.1% | $2.08万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $99.67万 | 0.67% | 2,080 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $97.49万 | 0.66% | 19,420 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $89.68万 | 0.61% | 1,809 | 19 | 1.1% | $9,419 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $87.59万 | 0.59% | 19,336 | -800 | -4.0% | -$3.62万 | 减仓 |
| GOOG | ALPHABET INC | $87.32万 | 0.59% | 3,044 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $86.72万 | 0.59% | 2,867 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $86.49万 | 0.58% | 2,696 | 106 | 4.1% | $3.40万 | 加仓 |
| MET | METLIFE INC | $84.83万 | 0.57% | 11,995 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $79.94万 | 0.54% | 7,335 | 0 | 0.0% | — | 不变 |
| PTY | PIMCO CORPORATE & INCOME OPP | $78.19万 | 0.53% | 64,830 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $71.11万 | 0.48% | 11,006 | 90 | 0.8% | $5,815 | 加仓 |
| SYK | STRYKER CORPORATION | $66.38万 | 0.45% | 2,020 | 0 | 0.0% | — | 不变 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $63.49万 | 0.43% | 39,265 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $63.38万 | 0.43% | 2,097 | -370 | -15.0% | -$11.18万 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $57.44万 | 0.39% | 49,950 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $54.69万 | 0.37% | 1,600 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $53.73万 | 0.36% | 7,065 | 0 | 0.0% | — | 不变 |
| NUV | NUVEEN MUN VALUE FD INC | $53.22万 | 0.36% | 59,200 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $51.55万 | 0.35% | 2,373 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $48.79万 | 0.33% | 791 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $48.36万 | 0.33% | 1,600 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $48.20万 | 0.33% | 6,081 | 2,731 | 81.5% | $21.65万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $47.64万 | 0.32% | 1,410 | -440 | -23.8% | -$14.86万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $46.39万 | 0.31% | 6,300 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $45.26万 | 0.31% | 3,819 | -1,000 | -20.8% | -$11.85万 | 减仓 |
| WM | WASTE MGMT INC DEL | $42.90万 | 0.29% | 1,867 | -150 | -7.4% | -$3.45万 | 减仓 |
| MRK | MERCK & CO INC | $41.76万 | 0.28% | 3,472 | 3,472 | — | $41.76万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $40.44万 | 0.27% | 2,040 | -1,435 | -41.3% | -$28.45万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $40.09万 | 0.27% | 1,864 | -120 | -6.0% | -$2.58万 | 减仓 |
| BLW | BLACKROCK LTD DURATION INCOM | $34.37万 | 0.23% | 27,300 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $34.07万 | 0.23% | 2,250 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $33.93万 | 0.23% | 1,436 | -17 | -1.2% | -$4,017 | 减仓 |
| NVDA | NVIDIA CORPORATION | $33.66万 | 0.23% | 1,930 | 0 | 0.0% | — | 不变 |
| SYBT | STOCK YDS BANCORP INC | $33.15万 | 0.22% | 5,000 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $32.95万 | 0.22% | 3,982 | 0 | 0.0% | — | 不变 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $31.79万 | 0.21% | 20,300 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $30.87万 | 0.21% | 1,675 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $29.22万 | 0.20% | 5,560 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $29.03万 | 0.20% | 1,980 | -25 | -1.2% | -$3,665 | 减仓 |
| VOT | VANGUARD INDEX FDS | $27.67万 | 0.19% | 1,075 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $26.54万 | 0.18% | 1,641 | -200 | -10.9% | -$3.23万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $26.09万 | 0.18% | 3,380 | 190 | 6.0% | $1.47万 | 加仓 |
| VO | VANGUARD INDEX FDS | $25.85万 | 0.17% | 900 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $25.10万 | 0.17% | 2,643 | 2,643 | — | $25.10万 | 新建仓 |
| SCHR | SCHWAB STRATEGIC TR | $24.91万 | 0.17% | 10,000 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $24.83万 | 0.17% | 4,054 | 4,054 | — | $24.83万 | 新建仓 |
| GVI | ISHARES TR | $24.54万 | 0.17% | 2,300 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $24.22万 | 0.16% | 680 | 680 | — | $24.22万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $24.08万 | 0.16% | 403 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $23.88万 | 0.16% | 2,250 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $22.74万 | 0.15% | 1,830 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO EXCH TRADED FD TR II | $22.42万 | 0.15% | 2,000 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $21.69万 | 0.15% | 2,445 | 0 | 0.0% | — | 不变 |