13F 机构持仓

Corsicana & Co.

CORSICANA TX · SEC CIK 0001869923

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.06亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IWM 6.5%
MDY 6.1%
NVDA 5.5%
AAPL 4.5%
SDY 4.2%
XLK 4.0%
SPY 4.0%
MSFT 2.6%
ILCG 2.6%
IVV 2.4%

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 $00.00%0 -5,000-100.0% -$29.53万 清仓
— Avidity Biosciences, Inc. $00.00%0 -8,000-100.0% -$23.62万 清仓
— TotalEnergies SE ADR $00.00%0 -1,757-100.0% -$11.37万 清仓
— Southside Corporation $00.00%0 -1,200-100.0% -$11.14万 清仓
UCO ProShares Ultra Bloomberg Crude Oil ETF $00.00%0 -2,000-100.0% -$5.41万 清仓
DIS Walt Disney $00.00%0 -255-100.0% -$2.52万 清仓
— Pacific Premier Bancorp Inc. $00.00%0 -1,000-100.0% -$2.13万 清仓
— Dupont De Nemours Inc $00.00%0 -71-100.0% -$1.59万 清仓
AZN Astra Zeneca $00.00%0 -200-100.0% -$1.47万 清仓
PGR Progressive Corp Ohio $00.00%0 -50-100.0% -$1.42万 清仓
— Honeywell International Inc $00.00%0 -51-100.0% -$1.08万 清仓
TJX TJX COS Inc New $00.00%0 -28-100.0% -$3,410 清仓
BX Blackstone Inc. $00.00%0 -22-100.0% -$3,075 清仓
ELV Elevance Health, Inc. $00.00%0 -7-100.0% -$3,045 清仓
— Discover Financial Services $00.00%0 -11-100.0% -$1,878 清仓
ADI Analog Devices, Inc. $00.00%0 -9-100.0% -$1,815 清仓
EIX Edison International $00.00%0 -27-100.0% -$1,591 清仓
HUM Humana Inc. $00.00%0 -6-100.0% -$1,588 清仓
NXPI NXP Semiconductors N.V. $00.00%0 -8-100.0% -$1,520 清仓
MKC McCormick & Company, Incorporated $00.00%0 -18-100.0% -$1,482 清仓
EG Everest Group, LTD $00.00%0 -4-100.0% -$1,453 清仓
OKLO Oklo Inc $00.00%0 -60-100.0% -$1,298 清仓
AAL American Airls Group $00.00%0 -122-100.0% -$1,287 清仓
— Electronic Arts Inc. $00.00%0 -8-100.0% -$1,156 清仓
ADM Archer-Daniels-Midland Company $00.00%0 -23-100.0% -$1,104 清仓
COO COOPER COS INC $00.00%0 -12-100.0% -$1,012 清仓
VLTO Veralto Corp $00.00%0 -5-100.0% -$487 清仓
— Power Reit Com $00.00%0 -125-100.0% -$140 清仓
— Zimvie Common Stock $00.00%0 -11-100.0% -$119 清仓
KD Kyndryl Hldgs Inc $1130.00%10 00.0% — 不变
VTRS Viatris Inc $2540.00%16 00.0% — 不变
OGN Organon & Co $3520.00%26 26— $352 新建仓
HLLY Holley Inc $5100.00%200 00.0% — 重新持有
RBLX Roblox Corporation $8160.00%15 00.0% — 不变
BSX Boston Scientific Corp $1,0670.00%25 00.0% — 不变
BR Broadridge Financial Solutions. Inc. $1,0960.00%8 00.0% — 不变
— Leggett & Platt Inc $1,1360.00%97 00.0% — 不变
HLN ADR Haleon PLC $1,1660.00%125 00.0% — 不变
AWK American Water Works Co Inc New $1,1840.00%9 00.0% — 不变
CAG ConAgra Food Inc $1,3460.00%100 100— $1,346 新建仓
ROP Roper Technologies Inc $1,3540.00%4 -3-42.9% -$1,016 减仓
VSNT Versant Media Group Inc. $1,4400.00%40 40— $1,440 新建仓
TSCO Tractor Supply Company $1,5810.00%50 00.0% — 不变
ODFL Old Dominion Fght Line Inc $1,7330.00%8 00.0% — 不变
CRGY Crescent Energy Co $1,7680.00%180 00.0% — 不变
ADSK Autodesk, Inc. $1,9440.00%10 00.0% — 不变
TAP Molson Coors Brewing Co Cl B $2,2210.00%57 57— $2,221 新建仓
MSCI MSCI Inc. $2,2400.00%4 00.0% — 不变
MRSH Marsh $2,3330.00%14 00.0% — 不变
FISV Fiserv Inc $2,4530.00%50 1961.3% $932 加仓
ACN Accenture PLC CL A Com $2,4890.00%20 00.0% — 不变
REGN Regeneron Pharmaceuticals, Inc. $2,4940.00%4 00.0% — 不变
NVS Novartis A G Spons ADR $2,5080.00%16 00.0% — 不变
IYC iShares US Consumer Discretionary ETF $2,5280.00%25 25— $2,528 新建仓
— Teva Pharmaceutical Industries LTD $2,5410.00%75 00.0% — 重新持有
PYPL PayPal Holdings, Inc. $2,5910.00%60 -114-65.5% -$4,923 减仓
AON Aon Plc $2,6540.00%8 00.0% — 不变
DJT Trump Media & Technology Group Corp. $2,6700.00%345 00.0% — 重新持有
TDTF Flexshares IBOXX 5yr TGT Dur ETF $2,6860.00%113 113— $2,686 新建仓
DFLV Dimensional US Large Cap Value ETF $2,8070.00%71 71— $2,807 新建仓
DHR Danaher Corporation $2,8570.00%15 00.0% — 不变
AMT American Tower Corporation $2,9440.00%18 18— $2,944 新建仓
NOW ServiceNow, Inc. $2,9780.00%30 24400.0% $2,382 加仓
VRTX Vertex Pharmaceuticals Incorporated $2,9800.00%6 00.0% — 不变
SMCI Super Micro Computer Inc $3,0800.00%105 00.0% — 不变
GILD Gilead Sciences Inc $3,1590.00%25 00.0% — 不变
MCO Moody's Corporation $3,1700.00%7 00.0% — 不变
ROST Ross Stores, Inc. $3,1930.00%15 00.0% — 不变
PFG Principal Financial Group, Inc. $3,4490.00%32 00.0% — 不变
ROK Rockwell Automation, Inc. $3,4660.00%7 00.0% — 不变
TMO Thermo Fisher Scientific Inc. $3,5100.00%7 00.0% — 不变
AMLP Alerian MLP ETF $3,6810.00%71 -70-49.6% -$3,629 减仓
MTD Mettler-Toledo International Inc. $3,8330.00%3 00.0% — 不变
IYZ iShares US Telecommunications ETF $3,8500.00%91 91— $3,850 新建仓
ISRG Intuitive Surgical Inc $3,9770.00%10 00.0% — 不变
SNPS Synopsys, Inc. $4,0150.00%9 00.0% — 不变
DFIC Dimensional International Core Equity 2 ETF $4,0990.00%110 110— $4,099 新建仓
ADBE Adobe Systems Inc $4,1000.00%20 00.0% — 不变
SHW The Sherwin-Williams Company $4,1320.00%12 00.0% — 不变
VFMV Vanguard US Minimum Volatility ETF $4,1810.00%30 30— $4,181 新建仓
UBER Uber Technologies, Inc. $4,2570.00%59 00.0% — 不变
BKNG Booking Holdings Inc. $4,4560.00%25 00.0% — 不变
ICE Intercontinental Exchange $4,8010.00%39 00.0% — 不变
SWX Southwest Gas Holdings, INC. $4,8770.00%55 00.0% — 不变
MFC Manulife Finl Corp Com $5,1040.00%126 126— $5,104 新建仓
LIN Linde plc $5,1890.00%10 00.0% — 不变
GSK GSK PLC $5,2420.00%100 00.0% — 不变
CDNS Cadence Design Systems, Inc. $5,2540.00%14 00.0% — 不变
— Warner Bros Discovery, Inc. $5,4120.00%203 -24-10.6% -$640 减仓
FSSL FS Specialty Lending Fund $5,4410.00%488 488— $5,441 新建仓
AMP Ameriprise Financial Inc $5,5050.00%12 00.0% — 不变
HLT Hilton Worldwide Holdings Inc. $5,6180.00%17 00.0% — 不变
SPGI S&P Global Inc. $5,7020.00%14 00.0% — 不变
AMGN Amgen Inc $5,7940.00%16 00.0% — 不变
IYW iShares US Technology ETF $6,3060.00%25 25— $6,306 新建仓
DE Deere & Co $6,3430.00%10 00.0% — 不变
EOG EOG Resources Inc $6,3570.00%49 00.0% — 不变
AZO AutoZone, Inc. $6,3920.00%2 00.0% — 不变
KDP Keurig Dr. Pepper, Inc. $6,5460.00%200 00.0% — 重新持有
DX Dynex Capital, Inc. $6,5550.00%500 500— $6,555 新建仓