Corsicana & Co.
CORSICANA TX · SEC CIK 0001869923
$2.06亿2026Q2 申报市值
309持仓数
42.4%前十大占比 · 第一大 6.5%
54 / 29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
XLK 加仓+$391.50万
TPL 加仓+$147.92万
SPYM 加仓+$145.20万
UNH 加仓+$82.00万
META 加仓+$68.16万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$168.30万
IWM 减仓-$87.52万
SPY 减仓-$84.53万
MDY 减仓-$80.95万
CMCSA 减仓-$50.13万
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 |
|---|---|---|---|---|---|---|---|---|
| — | Comerica Inc | $0 | 0.00% | 0 | -5,000 | -100.0% | -$29.53万 | 清仓 |
| — | Avidity Biosciences, Inc. | $0 | 0.00% | 0 | -8,000 | -100.0% | -$23.62万 | 清仓 |
| — | TotalEnergies SE ADR | $0 | 0.00% | 0 | -1,757 | -100.0% | -$11.37万 | 清仓 |
| — | Southside Corporation | $0 | 0.00% | 0 | -1,200 | -100.0% | -$11.14万 | 清仓 |
| UCO | ProShares Ultra Bloomberg Crude Oil ETF | $0 | 0.00% | 0 | -2,000 | -100.0% | -$5.41万 | 清仓 |
| DIS | Walt Disney | $0 | 0.00% | 0 | -255 | -100.0% | -$2.52万 | 清仓 |
| — | Pacific Premier Bancorp Inc. | $0 | 0.00% | 0 | -1,000 | -100.0% | -$2.13万 | 清仓 |
| — | Dupont De Nemours Inc | $0 | 0.00% | 0 | -71 | -100.0% | -$1.59万 | 清仓 |
| AZN | Astra Zeneca | $0 | 0.00% | 0 | -200 | -100.0% | -$1.47万 | 清仓 |
| PGR | Progressive Corp Ohio | $0 | 0.00% | 0 | -50 | -100.0% | -$1.42万 | 清仓 |
| — | Honeywell International Inc | $0 | 0.00% | 0 | -51 | -100.0% | -$1.08万 | 清仓 |
| TJX | TJX COS Inc New | $0 | 0.00% | 0 | -28 | -100.0% | -$3,410 | 清仓 |
| BX | Blackstone Inc. | $0 | 0.00% | 0 | -22 | -100.0% | -$3,075 | 清仓 |
| ELV | Elevance Health, Inc. | $0 | 0.00% | 0 | -7 | -100.0% | -$3,045 | 清仓 |
| — | Discover Financial Services | $0 | 0.00% | 0 | -11 | -100.0% | -$1,878 | 清仓 |
| ADI | Analog Devices, Inc. | $0 | 0.00% | 0 | -9 | -100.0% | -$1,815 | 清仓 |
| EIX | Edison International | $0 | 0.00% | 0 | -27 | -100.0% | -$1,591 | 清仓 |
| HUM | Humana Inc. | $0 | 0.00% | 0 | -6 | -100.0% | -$1,588 | 清仓 |
| NXPI | NXP Semiconductors N.V. | $0 | 0.00% | 0 | -8 | -100.0% | -$1,520 | 清仓 |
| MKC | McCormick & Company, Incorporated | $0 | 0.00% | 0 | -18 | -100.0% | -$1,482 | 清仓 |
| EG | Everest Group, LTD | $0 | 0.00% | 0 | -4 | -100.0% | -$1,453 | 清仓 |
| OKLO | Oklo Inc | $0 | 0.00% | 0 | -60 | -100.0% | -$1,298 | 清仓 |
| AAL | American Airls Group | $0 | 0.00% | 0 | -122 | -100.0% | -$1,287 | 清仓 |
| — | Electronic Arts Inc. | $0 | 0.00% | 0 | -8 | -100.0% | -$1,156 | 清仓 |
| ADM | Archer-Daniels-Midland Company | $0 | 0.00% | 0 | -23 | -100.0% | -$1,104 | 清仓 |
| COO | COOPER COS INC | $0 | 0.00% | 0 | -12 | -100.0% | -$1,012 | 清仓 |
| VLTO | Veralto Corp | $0 | 0.00% | 0 | -5 | -100.0% | -$487 | 清仓 |
| — | Power Reit Com | $0 | 0.00% | 0 | -125 | -100.0% | -$140 | 清仓 |
| — | Zimvie Common Stock | $0 | 0.00% | 0 | -11 | -100.0% | -$119 | 清仓 |
| KD | Kyndryl Hldgs Inc | $113 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VTRS | Viatris Inc | $254 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| OGN | Organon & Co | $352 | 0.00% | 26 | 26 | — | $352 | 新建仓 |
| HLLY | Holley Inc | $510 | 0.00% | 200 | 0 | 0.0% | — | 重新持有 |
| RBLX | Roblox Corporation | $816 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| BSX | Boston Scientific Corp | $1,067 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| BR | Broadridge Financial Solutions. Inc. | $1,096 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | Leggett & Platt Inc | $1,136 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| HLN | ADR Haleon PLC | $1,166 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| AWK | American Water Works Co Inc New | $1,184 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CAG | ConAgra Food Inc | $1,346 | 0.00% | 100 | 100 | — | $1,346 | 新建仓 |
| ROP | Roper Technologies Inc | $1,354 | 0.00% | 4 | -3 | -42.9% | -$1,016 | 减仓 |
| VSNT | Versant Media Group Inc. | $1,440 | 0.00% | 40 | 40 | — | $1,440 | 新建仓 |
| TSCO | Tractor Supply Company | $1,581 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ODFL | Old Dominion Fght Line Inc | $1,733 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CRGY | Crescent Energy Co | $1,768 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| ADSK | Autodesk, Inc. | $1,944 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TAP | Molson Coors Brewing Co Cl B | $2,221 | 0.00% | 57 | 57 | — | $2,221 | 新建仓 |
| MSCI | MSCI Inc. | $2,240 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| MRSH | Marsh | $2,333 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| FISV | Fiserv Inc | $2,453 | 0.00% | 50 | 19 | 61.3% | $932 | 加仓 |
| ACN | Accenture PLC CL A Com | $2,489 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| REGN | Regeneron Pharmaceuticals, Inc. | $2,494 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| NVS | Novartis A G Spons ADR | $2,508 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| IYC | iShares US Consumer Discretionary ETF | $2,528 | 0.00% | 25 | 25 | — | $2,528 | 新建仓 |
| — | Teva Pharmaceutical Industries LTD | $2,541 | 0.00% | 75 | 0 | 0.0% | — | 重新持有 |
| PYPL | PayPal Holdings, Inc. | $2,591 | 0.00% | 60 | -114 | -65.5% | -$4,923 | 减仓 |
| AON | Aon Plc | $2,654 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| DJT | Trump Media & Technology Group Corp. | $2,670 | 0.00% | 345 | 0 | 0.0% | — | 重新持有 |
| TDTF | Flexshares IBOXX 5yr TGT Dur ETF | $2,686 | 0.00% | 113 | 113 | — | $2,686 | 新建仓 |
| DFLV | Dimensional US Large Cap Value ETF | $2,807 | 0.00% | 71 | 71 | — | $2,807 | 新建仓 |
| DHR | Danaher Corporation | $2,857 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| AMT | American Tower Corporation | $2,944 | 0.00% | 18 | 18 | — | $2,944 | 新建仓 |
| NOW | ServiceNow, Inc. | $2,978 | 0.00% | 30 | 24 | 400.0% | $2,382 | 加仓 |
| VRTX | Vertex Pharmaceuticals Incorporated | $2,980 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SMCI | Super Micro Computer Inc | $3,080 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| GILD | Gilead Sciences Inc | $3,159 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| MCO | Moody's Corporation | $3,170 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ROST | Ross Stores, Inc. | $3,193 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| PFG | Principal Financial Group, Inc. | $3,449 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| ROK | Rockwell Automation, Inc. | $3,466 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| TMO | Thermo Fisher Scientific Inc. | $3,510 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| AMLP | Alerian MLP ETF | $3,681 | 0.00% | 71 | -70 | -49.6% | -$3,629 | 减仓 |
| MTD | Mettler-Toledo International Inc. | $3,833 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| IYZ | iShares US Telecommunications ETF | $3,850 | 0.00% | 91 | 91 | — | $3,850 | 新建仓 |
| ISRG | Intuitive Surgical Inc | $3,977 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SNPS | Synopsys, Inc. | $4,015 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| DFIC | Dimensional International Core Equity 2 ETF | $4,099 | 0.00% | 110 | 110 | — | $4,099 | 新建仓 |
| ADBE | Adobe Systems Inc | $4,100 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SHW | The Sherwin-Williams Company | $4,132 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| VFMV | Vanguard US Minimum Volatility ETF | $4,181 | 0.00% | 30 | 30 | — | $4,181 | 新建仓 |
| UBER | Uber Technologies, Inc. | $4,257 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| BKNG | Booking Holdings Inc. | $4,456 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ICE | Intercontinental Exchange | $4,801 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| SWX | Southwest Gas Holdings, INC. | $4,877 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| MFC | Manulife Finl Corp Com | $5,104 | 0.00% | 126 | 126 | — | $5,104 | 新建仓 |
| LIN | Linde plc | $5,189 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $5,242 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CDNS | Cadence Design Systems, Inc. | $5,254 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | Warner Bros Discovery, Inc. | $5,412 | 0.00% | 203 | -24 | -10.6% | -$640 | 减仓 |
| FSSL | FS Specialty Lending Fund | $5,441 | 0.00% | 488 | 488 | — | $5,441 | 新建仓 |
| AMP | Ameriprise Financial Inc | $5,505 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| HLT | Hilton Worldwide Holdings Inc. | $5,618 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| SPGI | S&P Global Inc. | $5,702 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| AMGN | Amgen Inc | $5,794 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| IYW | iShares US Technology ETF | $6,306 | 0.00% | 25 | 25 | — | $6,306 | 新建仓 |
| DE | Deere & Co | $6,343 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EOG | EOG Resources Inc | $6,357 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| AZO | AutoZone, Inc. | $6,392 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| KDP | Keurig Dr. Pepper, Inc. | $6,546 | 0.00% | 200 | 0 | 0.0% | — | 重新持有 |
| DX | Dynex Capital, Inc. | $6,555 | 0.00% | 500 | 500 | — | $6,555 | 新建仓 |