Corsicana & Co.
CORSICANA TX · SEC CIK 0001869923
$1.58亿2026Q1 申报市值
276持仓数
42.3%前十大占比 · 第一大 6.5%
22 / 1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
NVDA 加仓+$90.50万
CMCSA 加仓+$75.35万
UPS 加仓+$42.91万
MDY 加仓+$30.62万
VZ 加仓+$27.83万
2026Q1 卖出最多 按季末市值估算
TPL 减仓-$447.85万
XLK 减仓-$434.41万
XLY 减仓-$108.50万
UNH 减仓-$77.25万
SPYM 减仓-$60.04万
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 |
|---|---|---|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORPORATION | $8,724 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| SHEL | Shell PLC. | $9,380 | 0.01% | 128 | 0 | 0.0% | — | 不变 |
| CI | Cigna Group | $1.02万 | 0.01% | 31 | 0 | 0.0% | — | 不变 |
| — | Honeywell International Inc | $1.08万 | 0.01% | 51 | -2,130 | -97.7% | -$45.10万 | 减仓 |
| ULTA | Ulta Beauty Inc | $1.10万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| PYPL | PayPal Holdings, Inc. | $1.14万 | 0.01% | 174 | 114 | 190.0% | $7,439 | 加仓 |
| UNH | UnitedHealth Group Inc | $1.20万 | 0.01% | 23 | -1,475 | -98.5% | -$77.25万 | 减仓 |
| VSS | Vanguard FTSE All-World ex-US Small-Cap ETF | $1.21万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| SYY | Sysco Corp | $1.22万 | 0.01% | 162 | 0 | 0.0% | — | 不变 |
| GEHC | GE Healthcare Technologies Inc | $1.23万 | 0.01% | 152 | 4 | 2.7% | $323 | 加仓 |
| USB | U S Bancorp | $1.24万 | 0.01% | 294 | 0 | 0.0% | — | 不变 |
| SOLV | Solventum Corp | $1.35万 | 0.01% | 177 | 0 | 0.0% | — | 不变 |
| PGR | Progressive Corp Ohio | $1.42万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| VEA | Vanguard FTSE Developed Markets ETF | $1.42万 | 0.01% | 279 | 0 | 0.0% | — | 不变 |
| AZN | Astra Zeneca | $1.47万 | 0.01% | 200 | 100 | 100.0% | $7,350 | 加仓 |
| IFRA | iShares US Infrastructure ETF | $1.56万 | 0.01% | 346 | 0 | 0.0% | — | 不变 |
| — | Dupont De Nemours Inc | $1.59万 | 0.01% | 213 | 213 | — | $1.59万 | 新建仓 |
| CL | Colgate-Palmolive Co | $1.59万 | 0.01% | 170 | 0 | 0.0% | — | 不变 |
| XLE | State Street Energy Select Sector SPDR ETF | $1.64万 | 0.01% | 175 | -175 | -50.0% | -$1.64万 | 减仓 |
| ZBH | Zimmer Biomet Holdings Inc | $1.65万 | 0.01% | 146 | -115 | -44.1% | -$1.30万 | 减仓 |
| SCZ | iShares MSCI EAFE Small-Cap ETF | $1.66万 | 0.01% | 261 | 0 | 0.0% | — | 不变 |
| AMD | Advanced Micro Devices, Inc. | $1.77万 | 0.01% | 172 | -280 | -61.9% | -$2.88万 | 减仓 |
| F | Ford Motor Company Del | $2.00万 | 0.01% | 1,990 | 250 | 14.4% | $2,508 | 加仓 |
| IJS | iShares S&P Small-Cap 600 Value ETF | $2.11万 | 0.01% | 216 | 0 | 0.0% | — | 不变 |
| — | Pacific Premier Bancorp Inc. | $2.13万 | 0.01% | 1,000 | 1,000 | — | $2.13万 | 新建仓 |
| COP | ConocoPhillips Com | $2.25万 | 0.01% | 214 | 0 | 0.0% | — | 不变 |
| ITW | Illinois Tool Works Inc | $2.48万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| DOW | Dow Inc | $2.49万 | 0.02% | 713 | 113 | 18.8% | $3,946 | 加仓 |
| DIS | Walt Disney | $2.52万 | 0.02% | 255 | 210 | 466.7% | $2.07万 | 重新持有 |
| HPE | Hewlett Packard Enterprise Co | $2.58万 | 0.02% | 1,670 | 0 | 0.0% | — | 不变 |
| OEF | iShares S&P 100 ETF | $2.63万 | 0.02% | 97 | 0 | 0.0% | — | 不变 |
| AVGO | Broadcom, Inc. | $2.68万 | 0.02% | 160 | 0 | 0.0% | — | 不变 |
| CRWD | CrowdStrike Holdings, Inc. | $2.82万 | 0.02% | 80 | 20 | 33.3% | $7,052 | 加仓 |
| PFF | iShares Preferred&Income Securities ETF | $2.83万 | 0.02% | 920 | 0 | 0.0% | — | 不变 |
| FFIN | First Financial Bankshares Inc | $2.86万 | 0.02% | 796 | 0 | 0.0% | — | 不变 |
| LUV | Southwest Airlines Co | $2.89万 | 0.02% | 860 | 0 | 0.0% | — | 不变 |
| HPQ | HP Inc | $2.91万 | 0.02% | 1,050 | -150 | -12.5% | -$4,154 | 减仓 |
| CAT | Caterpillar Inc | $2.94万 | 0.02% | 89 | -10 | -10.1% | -$3,298 | 减仓 |
| TSLA | TESLA, INC | $3.21万 | 0.02% | 124 | -65 | -34.4% | -$1.68万 | 减仓 |
| AVDV | Avantis International Small-Cap Value ETF | $3.22万 | 0.02% | 462 | 0 | 0.0% | — | 不变 |
| EBC | Eastern Bancshares Inc | $3.28万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| GOOGL | Alphabet, Inc. Class A | $3.31万 | 0.02% | 214 | -10 | -4.5% | -$1,546 | 减仓 |
| SLB | SLB Limited | $3.71万 | 0.02% | 888 | 0 | 0.0% | — | 不变 |
| SSO | ProShares Ultra S&P 500 ETF | $3.81万 | 0.02% | 460 | -460 | -50.0% | -$3.81万 | 减仓 |
| SU | Suncor Energy | $3.87万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| ENB | Enbridge Inc | $3.89万 | 0.02% | 879 | 0 | 0.0% | — | 不变 |
| D | Dominion Energy, Inc | $4.07万 | 0.03% | 725 | 0 | 0.0% | — | 不变 |
| MU | Micron Technology Inc | $4.12万 | 0.03% | 474 | 0 | 0.0% | — | 不变 |
| CLX | Clorox Co | $4.14万 | 0.03% | 281 | 6 | 2.2% | $883 | 加仓 |
| EMB | iShares JP Morgan USD Em Mkts Bd ETF | $4.44万 | 0.03% | 490 | 0 | 0.0% | — | 不变 |
| DVY | iShares Select Dividend ETF | $4.58万 | 0.03% | 341 | 0 | 0.0% | — | 不变 |
| C | Citigroup Inc New | $4.68万 | 0.03% | 659 | 0 | 0.0% | — | 不变 |
| META | Meta Platforms, INC. | $4.78万 | 0.03% | 83 | -895 | -91.5% | -$51.58万 | 减仓 |
| VYM | Vanguard High Dividend Yield ETF | $4.84万 | 0.03% | 375 | 0 | 0.0% | — | 不变 |
| VO | Vanguard Mid-Cap ETF | $4.91万 | 0.03% | 190 | 37 | 24.2% | $9,569 | 加仓 |
| MO | Altria Group Inc Com | $5.14万 | 0.03% | 856 | 41 | 5.0% | $2,461 | 加仓 |
| GEV | GE Vernova Inc | $5.16万 | 0.03% | 169 | 0 | 0.0% | — | 不变 |
| CCI | Crown Castle Intl Corp New | $5.39万 | 0.03% | 517 | 9 | 1.8% | $938 | 加仓 |
| UCO | ProShares Ultra Bloomberg Crude Oil ETF | $5.41万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| HRB | Block H & R Inc | $5.77万 | 0.04% | 1,050 | 0 | 0.0% | — | 不变 |
| PFE | Pfizer Inc | $5.83万 | 0.04% | 2,300 | -235 | -9.3% | -$5,955 | 减仓 |
| MS | Morgan Stanley | $5.83万 | 0.04% | 500 | 0 | 0.0% | — | 不变 |
| VNQ | Vanguard Real Estate ETF | $5.98万 | 0.04% | 660 | 400 | 153.8% | $3.62万 | 加仓 |
| AEP | American Electric Power Co | $6.06万 | 0.04% | 555 | 0 | 0.0% | — | 不变 |
| PLTR | Palantir Technologies | $6.16万 | 0.04% | 730 | -20 | -2.7% | -$1,688 | 减仓 |
| CSX | CSX Corp | $6.32万 | 0.04% | 2,148 | 0 | 0.0% | — | 不变 |
| GLW | Corning Inc | $6.64万 | 0.04% | 1,450 | 0 | 0.0% | — | 不变 |
| IVW | iShares S&P 500 Growth ETF | $6.83万 | 0.04% | 736 | 0 | 0.0% | — | 不变 |
| ROKU | Roku, Inc | $7.04万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| LTC | LTC Properties Inc | $7.09万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| IRM | Iron Mountain Incorporated | $7.74万 | 0.05% | 900 | 450 | 100.0% | $3.87万 | 加仓 |
| USMV | iShares MSCI USA Min Vol Factor ETF | $7.82万 | 0.05% | 835 | 0 | 0.0% | — | 不变 |
| IWR | iShares Russell Mid-Cap ETF | $8.06万 | 0.05% | 948 | 0 | 0.0% | — | 不变 |
| CFG | Citizens Financial Group Inc. | $8.19万 | 0.05% | 2,000 | 0 | 0.0% | — | 不变 |
| SRE | Sempra Energy | $8.69万 | 0.06% | 1,218 | 0 | 0.0% | — | 不变 |
| ALL | Allstate Corp Com | $8.92万 | 0.06% | 431 | 0 | 0.0% | — | 不变 |
| IBM | International Business Machine Inc | $9.30万 | 0.06% | 374 | -20 | -5.1% | -$4,973 | 减仓 |
| INTC | Intel Corp | $9.37万 | 0.06% | 4,125 | 0 | 0.0% | — | 不变 |
| VUG | Vanguard Growth ETF | $9.42万 | 0.06% | 254 | -23 | -8.3% | -$8,529 | 减仓 |
| CSCO | Cisco Systems Inc | $9.87万 | 0.06% | 1,600 | 100 | 6.7% | $6,171 | 加仓 |
| OXY | Occidental Petroleum Corp Com | $9.91万 | 0.06% | 2,008 | 0 | 0.0% | — | 不变 |
| BAC | Bank of America Corp | $10.10万 | 0.06% | 2,421 | 150 | 6.6% | $6,259 | 加仓 |
| T | AT&T Inc Com | $10.12万 | 0.06% | 3,578 | 0 | 0.0% | — | 不变 |
| XLP | State Street Consumer Staples Select Sector SPDR ETF | $10.41万 | 0.07% | 1,275 | 0 | 0.0% | — | 不变 |
| MMM | 3M Co Com | $10.43万 | 0.07% | 710 | 0 | 0.0% | — | 不变 |
| FITB | Fifth Third Bancorp | $10.86万 | 0.07% | 2,770 | 1,440 | 108.3% | $5.64万 | 加仓 |
| LMT | Lockheed Martin Corporation | $10.94万 | 0.07% | 245 | 0 | 0.0% | — | 不变 |
| — | Southside Corporation | $11.14万 | 0.07% | 1,200 | 1,200 | — | $11.14万 | 新建仓 |
| — | TotalEnergies SE ADR | $11.37万 | 0.07% | 1,757 | 0 | 0.0% | — | 重新持有 |
| OKE | Oneok, Inc. | $11.74万 | 0.07% | 1,183 | 413 | 53.6% | $4.10万 | 加仓 |
| SCHW | Charles Schwab Corp Com | $11.74万 | 0.07% | 1,500 | 0 | 0.0% | — | 不变 |
| VTV | Vanguard Value ETF | $12.23万 | 0.08% | 708 | 0 | 0.0% | — | 不变 |
| CFR | Cullen/Frost Bankers Inc Com | $12.52万 | 0.08% | 1,000 | 0 | 0.0% | — | 不变 |
| MDLZ | Mondelez Intl Inc Class A Com | $12.89万 | 0.08% | 1,900 | 0 | 0.0% | — | 不变 |
| INTU | Intuit | $13.32万 | 0.08% | 217 | 0 | 0.0% | — | 不变 |
| GE | GE Aerospace | $13.73万 | 0.09% | 686 | 0 | 0.0% | — | 不变 |
| ABT | Abbott Laboratories | $13.89万 | 0.09% | 1,047 | 0 | 0.0% | — | 不变 |
| XYZ | Block Inc | $14.34万 | 0.09% | 2,639 | 64 | 2.5% | $3,477 | 加仓 |
| MET | Metlife Inc | $14.48万 | 0.09% | 1,803 | 0 | 0.0% | — | 不变 |
| XLI | State Street Industrial Select Sector SPDR ETF | $14.61万 | 0.09% | 1,115 | 0 | 0.0% | — | 不变 |