First City Capital Management, Inc.
SAVANNAH GA · SEC CIK 0001427350
$1.89亿2026Q1 申报市值
160持仓数
33.8%前十大占比 · 第一大 4.4%
6 / 3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
AZN 新建仓+$71.87万
BSCS 加仓+$50.53万
VOO 加仓+$45.35万
AMZN 加仓+$43.47万
HBAN 新建仓+$33.29万
2026Q1 卖出最多 按季末市值估算
EXXON MOBIL CORP 减仓-$150.54万
AZN 清仓-$71.60万
BAC 减仓-$56.28万
SO 减仓-$40.53万
CADENCE BANK 清仓-$28.96万
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 |
|---|---|---|---|---|---|---|---|---|
| BTI | BRITISH AMERN TOB PLC | $45.55万 | 0.24% | 7,790 | -400 | -4.9% | -$2.34万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $45.20万 | 0.24% | 1,575 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $44.91万 | 0.24% | 5,710 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORP | $44.42万 | 0.24% | 4,801 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $43.92万 | 0.23% | 1,453 | -21 | -1.4% | -$6,347 | 减仓 |
| NTRS | NORTHERN TR CORP | $43.89万 | 0.23% | 3,145 | 0 | 0.0% | — | 不变 |
| — | SEALED AIR CORP NEW | $43.69万 | 0.23% | 10,390 | -100 | -1.0% | -$4,205 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $42.63万 | 0.23% | 1,023 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $41.82万 | 0.22% | 1,351 | -50 | -3.6% | -$1.55万 | 减仓 |
| GE | GE AEROSPACE | $41.44万 | 0.22% | 1,460 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $41.07万 | 0.22% | 3,884 | 1 | 0.0% | $106 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $37.86万 | 0.20% | 1,399 | 153 | 12.3% | $4.14万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $37.71万 | 0.20% | 1,812 | -200 | -9.9% | -$4.16万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $37.43万 | 0.20% | 857 | -68 | -7.4% | -$2.97万 | 减仓 |
| IYW | ISHARES TR | $37.19万 | 0.20% | 2,050 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $36.80万 | 0.20% | 1,313 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $35.66万 | 0.19% | 3,696 | 307 | 9.1% | $2.96万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $35.36万 | 0.19% | 6,279 | -500 | -7.4% | -$2.82万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $34.09万 | 0.18% | 4,000 | -20 | -0.5% | -$1,705 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $33.29万 | 0.18% | 21,270 | 21,270 | — | $33.29万 | 新建仓 |
| KKR | KKR & CO INC | $32.75万 | 0.17% | 3,541 | -130 | -3.5% | -$1.20万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $32.62万 | 0.17% | 10,019 | -192 | -1.9% | -$6,252 | 减仓 |
| NEE | NEXTERA ENERGY INC | $32.53万 | 0.17% | 3,502 | -240 | -6.4% | -$2.23万 | 减仓 |
| AMAT | APPLIED MATLS INC | $32.16万 | 0.17% | 941 | -5 | -0.5% | -$1,709 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $31.94万 | 0.17% | 8,100 | 525 | 6.9% | $2.07万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $31.40万 | 0.17% | 1,997 | 0 | 0.0% | — | 不变 |
| PDP | INVESCO EXCHANGE TRADED FD T | $31.21万 | 0.17% | 2,585 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $30.64万 | 0.16% | 351 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $30.31万 | 0.16% | 2,175 | 0 | 0.0% | — | 不变 |
| PMAR | INNOVATOR ETFS TRUST | $30.12万 | 0.16% | 6,750 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $30.10万 | 0.16% | 2,744 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $29.75万 | 0.16% | 600 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $29.63万 | 0.16% | 832 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $29.11万 | 0.15% | 1,823 | -27 | -1.5% | -$4,312 | 减仓 |
| IJK | ISHARES TR | $27.49万 | 0.15% | 2,732 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $26.39万 | 0.14% | 781 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $26.25万 | 0.14% | 273 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $25.96万 | 0.14% | 1,070 | -178 | -14.3% | -$4.32万 | 减仓 |
| ORCL | ORACLE CORP | $25.66万 | 0.14% | 1,744 | -300 | -14.7% | -$4.41万 | 减仓 |
| UBS | UBS GROUP AG | $25.25万 | 0.13% | 6,464 | -5 | -0.1% | -$195 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $25.09万 | 0.13% | 1,280 | 0 | 0.0% | — | 不变 |
| JOE | ST JOE CO | $24.62万 | 0.13% | 3,920 | 3,920 | — | $24.62万 | 新建仓 |
| CVS | CVS HEALTH CORP | $24.17万 | 0.13% | 3,366 | -10 | -0.3% | -$718 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $24.11万 | 0.13% | 1,121 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $23.79万 | 0.13% | 1,750 | 1,750 | — | $23.79万 | 新建仓 |
| FXI | ISHARES TR | $23.41万 | 0.12% | 6,520 | 155 | 2.4% | $5,564 | 加仓 |
| INDA | ISHARES TR | $22.86万 | 0.12% | 4,880 | 1,135 | 30.3% | $5.32万 | 加仓 |
| BA | BOEING CO | $22.61万 | 0.12% | 1,136 | -250 | -18.0% | -$4.98万 | 减仓 |
| TSLA | TESLA INC | $22.60万 | 0.12% | 608 | -186 | -23.4% | -$6.91万 | 减仓 |
| IJJ | ISHARES TR | $22.39万 | 0.12% | 1,690 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC | $22.39万 | 0.12% | 5,109 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $22.02万 | 0.12% | 5,731 | 900 | 18.6% | $3.46万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $21.77万 | 0.12% | 3,350 | 3,350 | — | $21.77万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $21.63万 | 0.11% | 715 | -25 | -3.4% | -$7,562 | 减仓 |
| IWD | ISHARES TR | $21.37万 | 0.11% | 1,000 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $21.10万 | 0.11% | 2,435 | -550 | -18.4% | -$4.77万 | 减仓 |
| NFLX | NETFLIX INC. | $20.86万 | 0.11% | 2,170 | 1,978 | 1,030.2% | $19.02万 | 重新持有 |
| SLB | SLB LIMITED | $20.30万 | 0.11% | 3,950 | 3,950 | — | $20.30万 | 新建仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $11.58万 | 0.06% | 10,548 | 0 | 0.0% | — | 不变 |
| IRD | OPUS GENETICS INC | $5.39万 | 0.03% | 11,836 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -3,894 | -100.0% | -$71.60万 | 清仓 |
| — | CADENCE BANK | $0 | 0.00% | 0 | -6,761 | -100.0% | -$28.96万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -6,751 | -100.0% | -$20.18万 | 清仓 |