First City Capital Management, Inc.
SAVANNAH GA · SEC CIK 0001427350
$2.06亿2026Q2 申报市值
164持仓数
34.1%前十大占比 · 第一大 4.6%
8 / 4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
VXUS 加仓+$91.61万
INTC 新建仓+$62.08万
DELL 新建仓+$50.01万
HONA 新建仓+$48.84万
AMAT 加仓+$26.32万
2026Q2 卖出最多 按季末市值估算
HON 减仓-$49.80万
SEALED AIR CORP 清仓-$43.69万
MDT 清仓-$21.10万
NFLX 清仓-$20.86万
SLB 清仓-$20.30万
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 |
|---|---|---|---|---|---|---|---|---|
| PHO | INVESCO EXCHANGE TRADED FD T | $78.30万 | 0.38% | 11,335 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $79.91万 | 0.39% | 5,469 | 0 | 0.0% | — | 不变 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $80.09万 | 0.39% | 41,021 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $82.73万 | 0.40% | 818 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $82.96万 | 0.40% | 8,437 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $83.29万 | 0.41% | 7,354 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $83.51万 | 0.41% | 22,737 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $86.24万 | 0.42% | 35,814 | -75 | -0.2% | -$1,806 | 减仓 |
| WFC | WELLS FARGO & CO | $88.31万 | 0.43% | 10,686 | -25 | -0.2% | -$2,066 | 减仓 |
| LOW | LOWES COS INC | $90.51万 | 0.44% | 4,105 | 1 | 0.0% | $220 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $91.70万 | 0.45% | 14,581 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $94.35万 | 0.46% | 1,305 | 364 | 38.7% | $26.32万 | 加仓 |
| QCOM | QUALCOMM INC | $96.35万 | 0.47% | 5,214 | -135 | -2.5% | -$2.49万 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $97.68万 | 0.48% | 21,285 | -525 | -2.4% | -$2.41万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $101.25万 | 0.49% | 1,988 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $102.35万 | 0.50% | 1,435 | 0 | 0.0% | — | 不变 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $104.70万 | 0.51% | 62,900 | 11,075 | 21.4% | $18.43万 | 加仓 |
| NOBL | PROSHARES TR | $106.93万 | 0.52% | 19,040 | -350 | -1.8% | -$1.97万 | 减仓 |
| C | CITIGROUP INC | $107.33万 | 0.52% | 7,669 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $110.06万 | 0.54% | 3,115 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $111.94万 | 0.54% | 19,427 | -18 | -0.1% | -$1,037 | 减仓 |
| RIO | RIO TINTO PLC | $114.01万 | 0.55% | 12,010 | -150 | -1.2% | -$1.42万 | 减仓 |
| PEP | PEPSICO INC | $114.31万 | 0.56% | 8,443 | -617 | -6.8% | -$8.35万 | 减仓 |
| CR | CRANE COMPANY | $115.24万 | 0.56% | 5,166 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $115.25万 | 0.56% | 3,820 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $118.85万 | 0.58% | 3,282 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $120.99万 | 0.59% | 9,558 | -29 | -0.3% | -$3,671 | 减仓 |
| IWF | ISHARES TR | $134.30万 | 0.65% | 10,816 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $136.76万 | 0.67% | 17,969 | 1,719 | 10.6% | $13.08万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $137.64万 | 0.67% | 1,957 | 2 | 0.1% | $1,407 | 加仓 |
| ETN | EATON CORP PLC | $141.39万 | 0.69% | 3,318 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $141.43万 | 0.69% | 2,776 | -20 | -0.7% | -$1.02万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $142.63万 | 0.69% | 28,820 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $145.42万 | 0.71% | 9,917 | 444 | 4.7% | $6.51万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $145.75万 | 0.71% | 17,049 | 10,716 | 169.2% | $91.61万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $148.09万 | 0.72% | 2,835 | 1 | 0.0% | $522 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $148.53万 | 0.72% | 8,210 | 377 | 4.8% | $6.82万 | 加仓 |
| GLD | SPDR GOLD TR | $150.81万 | 0.73% | 4,094 | -90 | -2.2% | -$3.32万 | 减仓 |
| SO | SOUTHERN CO | $152.12万 | 0.74% | 15,894 | -196 | -1.2% | -$1.88万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $155.02万 | 0.75% | 8,373 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $159.72万 | 0.78% | 78,430 | 9,115 | 13.2% | $18.56万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $160.90万 | 0.78% | 7,562 | 1,026 | 15.7% | $21.83万 | 加仓 |
| MO | ALTRIA GROUP INC | $183.35万 | 0.89% | 25,483 | -64 | -0.3% | -$4,605 | 减仓 |
| DEM | WISDOMTREE TR | $188.47万 | 0.92% | 35,039 | 1,300 | 3.9% | $6.99万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $206.52万 | 1.00% | 45,250 | -125 | -0.3% | -$5,705 | 减仓 |
| GOOGL | ALPHABET INC | $206.69万 | 1.01% | 5,784 | -6 | -0.1% | -$2,144 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $212.30万 | 1.03% | 50,143 | -315 | -0.6% | -$1.33万 | 减仓 |
| CSCO | CISCO SYS INC | $213.88万 | 1.04% | 18,209 | -100 | -0.5% | -$1.17万 | 减仓 |
| MRK | MERCK & CO INC | $231.15万 | 1.12% | 17,988 | -515 | -2.8% | -$6.62万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $235.94万 | 1.15% | 8,390 | 93 | 1.1% | $2.62万 | 加仓 |
| BAC | BANK OF AMER CORP | $241.12万 | 1.17% | 42,316 | -69 | -0.2% | -$3,932 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $272.05万 | 1.32% | 10,712 | 75 | 0.7% | $1.90万 | 加仓 |
| CVX | CHEVRON CORPORATION | $275.81万 | 1.34% | 16,639 | 62 | 0.4% | $1.03万 | 加仓 |
| RTX | RTX CORPORATION | $297.44万 | 1.45% | 15,677 | -10 | -0.1% | -$1,897 | 减仓 |
| AMZN | AMAZON COM INC | $347.74万 | 1.69% | 14,590 | 341 | 2.4% | $8.13万 | 加仓 |
| AAPL | APPLE INC | $415.48万 | 2.02% | 14,359 | 378 | 2.7% | $10.94万 | 加仓 |
| HD | HOME DEPOT INC | $452.31万 | 2.20% | 12,825 | -368 | -2.8% | -$12.98万 | 减仓 |
| KO | COCA COLA CO | $456.69万 | 2.22% | 56,195 | -4 | -0.0% | -$325 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $489.95万 | 2.38% | 14,968 | -79 | -0.5% | -$2.59万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $499.54万 | 2.43% | 9,983 | -25 | -0.2% | -$1.25万 | 减仓 |
| — | EXXON MOBIL CORP | $599.13万 | 2.92% | 43,822 | -239 | -0.5% | -$3.27万 | 减仓 |
| ABBV | ABBVIE INC | $611.35万 | 2.97% | 24,295 | -54 | -0.2% | -$1.36万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $685.83万 | 3.34% | 34,276 | -60 | -0.2% | -$1.20万 | 减仓 |
| MSFT | MICROSOFT CORP | $726.13万 | 3.53% | 19,466 | 39 | 0.2% | $1.45万 | 加仓 |
| LLY | ELI LILLY & CO | $732.48万 | 3.56% | 6,107 | -15 | -0.2% | -$1.80万 | 减仓 |
| MGMT | UNIFIED SER TR | $767.55万 | 3.73% | 150,619 | 4,545 | 3.1% | $23.16万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $941.12万 | 4.58% | 13,703 | 226 | 1.7% | $15.52万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $949.37万 | 4.62% | 12,713 | -189 | -1.5% | -$14.11万 | 减仓 |