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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $51.04万 | 0.25% | 1,351 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $50.55万 | 0.25% | 1,869 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $50.25万 | 0.24% | 1,023 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $50.01万 | 0.24% | 1,159 | 1,159 | — | $50.01万 | 新建仓 |
| V | VISA INC | $49.86万 | 0.24% | 1,453 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $49.55万 | 0.24% | 1,575 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $49.48万 | 0.24% | 5,710 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $49.46万 | 0.24% | 2,209 | -2,224 | -50.2% | -$49.80万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $48.84万 | 0.24% | 2,209 | 2,209 | — | $48.84万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $48.11万 | 0.23% | 7,790 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORP | $47.96万 | 0.23% | 4,801 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $47.01万 | 0.23% | 11,020 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $46.83万 | 0.23% | 6,207 | 230 | 3.8% | $1.74万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $46.46万 | 0.23% | 22,808 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $45.80万 | 0.22% | 6,244 | -35 | -0.6% | -$2,567 | 减仓 |
| AYI | ACUITY INC | $45.70万 | 0.22% | 1,213 | -100 | -7.6% | -$3.77万 | 减仓 |
| GPC | GENUINE PARTS CO | $44.97万 | 0.22% | 3,812 | -72 | -1.9% | -$8,495 | 减仓 |
| GLW | CORNING INC | $44.70万 | 0.22% | 1,750 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $44.62万 | 0.22% | 1,812 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $44.29万 | 0.22% | 5,142 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $42.06万 | 0.20% | 358 | 7 | 2.0% | $8,224 | 加仓 |
| NEM | NEWMONT CORP | $41.10万 | 0.20% | 4,400 | -300 | -6.4% | -$2.80万 | 减仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $39.22万 | 0.19% | 2,585 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $38.51万 | 0.19% | 4,200 | 200 | 5.0% | $1.83万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $37.30万 | 0.18% | 781 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $36.84万 | 0.18% | 20,778 | -492 | -2.3% | -$8,723 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $35.07万 | 0.17% | 2,744 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $35.05万 | 0.17% | 8,125 | 25 | 0.3% | $1,079 | 加仓 |
| CVS | CVS HEALTH CORP | $34.82万 | 0.17% | 3,366 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $33.78万 | 0.16% | 9,844 | -175 | -1.7% | -$6,006 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $33.39万 | 0.16% | 10,031 | 4,300 | 75.0% | $14.31万 | 加仓 |
| JOE | ST JOE CO | $32.85万 | 0.16% | 5,245 | 1,325 | 33.8% | $8.30万 | 加仓 |
| KKR | KKR & CO INC | $32.50万 | 0.16% | 3,541 | 0 | 0.0% | — | 不变 |
| PMAR | INNOVATOR ETFS TRUST | $32.24万 | 0.16% | 6,750 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $32.10万 | 0.16% | 2,732 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $31.19万 | 0.15% | 2,841 | -855 | -23.1% | -$9.39万 | 减仓 |
| LIN | LINDE PLC | $31.14万 | 0.15% | 600 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $30.74万 | 0.15% | 3,502 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG | $30.52万 | 0.15% | 6,158 | -306 | -4.7% | -$1.52万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $30.22万 | 0.15% | 1,997 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $29.10万 | 0.14% | 1,070 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $27.62万 | 0.13% | 1,823 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $27.48万 | 0.13% | 2,175 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $26.81万 | 0.13% | 1,133 | 12 | 1.1% | $2,839 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $26.37万 | 0.13% | 1,280 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $26.25万 | 0.13% | 273 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $26.05万 | 0.13% | 832 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $25.57万 | 0.12% | 608 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $24.97万 | 0.12% | 1,690 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES TR | $24.87万 | 0.12% | 5,035 | 155 | 3.2% | $7,655 | 加仓 |
| BA | BOEING CO | $24.59万 | 0.12% | 1,136 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC | $24.36万 | 0.12% | 5,109 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $24.24万 | 0.12% | 1,000 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $24.18万 | 0.12% | 715 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $24.09万 | 0.12% | 1,644 | -100 | -5.7% | -$1.47万 | 减仓 |
| IRM | IRON MTN INC DEL | $22.87万 | 0.11% | 1,811 | 1,811 | — | $22.87万 | 新建仓 |
| EEM | ISHARES TR | $22.68万 | 0.11% | 3,315 | 3,315 | — | $22.68万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $22.15万 | 0.11% | 4,560 | 1,210 | 36.1% | $5.88万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $21.76万 | 0.11% | 588 | 588 | — | $21.76万 | 新建仓 |
| CXT | CRANE NXT CO | $21.49万 | 0.10% | 4,200 | 4,200 | — | $21.49万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $20.64万 | 0.10% | 681 | 681 | — | $20.64万 | 新建仓 |
| FXI | ISHARES TR | $20.44万 | 0.10% | 6,470 | -50 | -0.8% | -$1,579 | 减仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $12.24万 | 0.06% | 10,548 | 0 | 0.0% | — | 不变 |
| IRD | OPUS GENETICS INC | $4.86万 | 0.02% | 11,836 | 0 | 0.0% | — | 不变 |
| — | SEALED AIR CORP NEW | $0 | 0.00% | 0 | -10,390 | -100.0% | -$43.69万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,435 | -100.0% | -$21.10万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,170 | -100.0% | -$20.86万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -3,950 | -100.0% | -$20.30万 | 清仓 |