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 |
|---|---|---|---|---|---|---|---|---|
| OGE | OGE Energy Corp | $7,396 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| HESM | Hess Midstream LP | $7,520 | 0.00% | 200 | 200 | — | $7,520 | 新建仓 |
| KNF | Knife River Holding Company | $7,529 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| MDU | MDU Resources Group Inc | $7,657 | 0.00% | 361 | 0 | 0.0% | — | 不变 |
| ETN | Eaton Corp PLC Com | $7,670 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| VONG | Vanguard Russell 1000 Growth Index Fund ETF | $8,052 | 0.00% | 63 | 20 | 46.5% | $2,556 | 加仓 |
| PANW | Palo Alto Networks, Inc. | $8,184 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| COF | Capital One Finl Corp | $8,225 | 0.00% | 41 | 30 | 272.7% | $6,018 | 重新持有 |
| ORCL | Oracle Corp | $8,500 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| CI | Cigna Group | $8,546 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| DVN | Devon Energy Corp | $8,884 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| DFAU | Dimensional US Core Equity Market ETF | $9,304 | 0.00% | 180 | 180 | — | $9,304 | 新建仓 |
| MPC | Marathon Petroleum Corporation | $9,460 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| GEHC | GE Healthcare Technologies Inc | $9,473 | 0.00% | 148 | -4 | -2.6% | -$256 | 减仓 |
| — | Ellington Credit Company | $9,724 | 0.00% | 2,200 | 2,200 | — | $9,724 | 新建仓 |
| PH | Parker-Hannifin Corporation | $9,781 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SHEL | Shell PLC. | $9,925 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| CEG | Constellation Energy Corporation | $9,935 | 0.00% | 40 | 40 | — | $9,935 | 新建仓 |
| EFC | Ellington Financial Inc. | $1.09万 | 0.01% | 800 | 800 | — | $1.09万 | 新建仓 |
| EEM | iShares MSCI Emerging Markets ETF | $1.20万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| AXP | American Express Company | $1.22万 | 0.01% | 36 | 15 | 71.4% | $5,074 | 加仓 |
| DFAE | Dimensional Emerging Core ETF | $1.25万 | 0.01% | 310 | 310 | — | $1.25万 | 新建仓 |
| ULTA | Ulta Beauty Inc | $1.35万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| SYY | Sysco Corp | $1.35万 | 0.01% | 162 | 0 | 0.0% | — | 不变 |
| SOLV | Solventum Corp | $1.37万 | 0.01% | 177 | 0 | 0.0% | — | 不变 |
| YUM | Yum Brands Inc | $1.37万 | 0.01% | 86 | 54 | 168.8% | $8,632 | 加仓 |
| — | Roundhill Video Games ETF | $1.40万 | 0.01% | 700 | 700 | — | $1.40万 | 新建仓 |
| ADP | Automatic Data Processing Inc Com | $1.43万 | 0.01% | 64 | 50 | 357.1% | $1.12万 | 加仓 |
| LHX | L3Harris Technologies, Inc. | $1.45万 | 0.01% | 50 | 40 | 400.0% | $1.16万 | 加仓 |
| VOOG | Vanguard S&P 500 Growth Index Fund ETF | $1.49万 | 0.01% | 180 | 30 | 20.0% | $2,479 | 加仓 |
| ECG | Everus Contsr Group Inc Com | $1.49万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| LOW | Lowes Cos Inc | $1.50万 | 0.01% | 68 | 45 | 195.7% | $9,922 | 加仓 |
| CL | Colgate-Palmolive Co | $1.56万 | 0.01% | 170 | 0 | 0.0% | — | 不变 |
| CRM | Salesforce, Inc. | $1.61万 | 0.01% | 103 | 80 | 347.8% | $1.25万 | 加仓 |
| VSS | Vanguard FTSE All-World ex-US Small-Cap ETF | $1.62万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| CLX | Clorox Co | $1.62万 | 0.01% | 170 | -111 | -39.5% | -$1.06万 | 减仓 |
| DOW | Dow Inc | $1.64万 | 0.01% | 600 | -113 | -15.8% | -$3,092 | 减仓 |
| USB | U S Bancorp | $1.78万 | 0.01% | 294 | 0 | 0.0% | — | 不变 |
| BMY | Bristol Myers Squibb Company | $1.79万 | 0.01% | 310 | 310 | — | $1.79万 | 新建仓 |
| BAH | Booz Allen Hamilton | $1.82万 | 0.01% | 300 | 300 | — | $1.82万 | 新建仓 |
| OMF | OneMain Holdings, Inc. | $1.83万 | 0.01% | 300 | 300 | — | $1.83万 | 新建仓 |
| XLE | State Street Energy Select Sector SPDR ETF | $1.86万 | 0.01% | 350 | 175 | 100.0% | $9,294 | 加仓 |
| AZN | Astrazeneca PLC | $1.87万 | 0.01% | 100 | 100 | — | $1.87万 | 新建仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $1.99万 | 0.01% | 279 | 0 | 0.0% | — | 不变 |
| ITW | Illinois Tool Works Inc | $2.03万 | 0.01% | 75 | -25 | -25.0% | -$6,762 | 减仓 |
| O | Realty Income Corp | $2.04万 | 0.01% | 330 | 330 | — | $2.04万 | 新建仓 |
| AMAT | Applied Materials Inc | $2.10万 | 0.01% | 29 | 0 | 0.0% | — | 不变 |
| DFAI | Dimensional Intl Core ETF | $2.15万 | 0.01% | 520 | 520 | — | $2.15万 | 新建仓 |
| SCZ | iShares MSCI EAFE Small-Cap ETF | $2.15万 | 0.01% | 261 | 0 | 0.0% | — | 不变 |
| IFRA | iShares US Infrastructure ETF | $2.18万 | 0.01% | 346 | 0 | 0.0% | — | 不变 |
| COP | ConocoPhillips Com | $2.22万 | 0.01% | 214 | 0 | 0.0% | — | 不变 |
| ZBH | Zimmer Biomet Holdings Inc | $2.25万 | 0.01% | 261 | 115 | 78.8% | $9,900 | 加仓 |
| PSEC | Prospect Capital Corp | $2.31万 | 0.01% | 10,000 | 10,000 | — | $2.31万 | 新建仓 |
| F | Ford Motor Company Del | $2.42万 | 0.01% | 1,740 | -250 | -12.6% | -$3,475 | 减仓 |
| VNQ | Vanguard Real Estate ETF | $2.48万 | 0.01% | 257 | -403 | -61.1% | -$3.89万 | 减仓 |
| CMCSA | Comcast Corporation | $2.49万 | 0.01% | 1,015 | -20,421 | -95.3% | -$50.13万 | 减仓 |
| DLR | Digital Rlty Tr Inc. | $2.51万 | 0.01% | 140 | 126 | 900.0% | $2.26万 | 加仓 |
| WDC | Western Digital Corporation | $2.55万 | 0.01% | 40 | 40 | — | $2.55万 | 新建仓 |
| HPQ | HP Inc | $2.63万 | 0.01% | 1,200 | 150 | 14.3% | $3,291 | 加仓 |
| SLV | iShares Silver Trust | $2.67万 | 0.01% | 500 | 500 | — | $2.67万 | 新建仓 |
| RIOT | Riot Platforms, Inc. | $2.74万 | 0.01% | 1,000 | 1,000 | — | $2.74万 | 新建仓 |
| FFIN | First Financial Bankshares Inc | $2.75万 | 0.01% | 796 | 0 | 0.0% | — | 不变 |
| CLM | Cornerstone Strategic Investment Fund, Inc. | $2.80万 | 0.01% | 3,700 | 3,700 | — | $2.80万 | 新建仓 |
| PFF | iShares Preferred&Income Securities ETF | $2.81万 | 0.01% | 920 | 0 | 0.0% | — | 不变 |
| FVAL | Fidelity Value Factor ETF | $2.81万 | 0.01% | 360 | 360 | — | $2.81万 | 新建仓 |
| COLB | Columbia BKG SYST Inc | $2.93万 | 0.01% | 915 | 0 | 0.0% | — | 重新持有 |
| IJS | iShares S&P Small-Cap 600 Value ETF | $2.95万 | 0.01% | 216 | 0 | 0.0% | — | 不变 |
| SBUX | Starbucks Corp | $3.04万 | 0.01% | 297 | -1,490 | -83.4% | -$15.23万 | 减仓 |
| OEF | iShares S&P 100 ETF | $3.55万 | 0.02% | 97 | 0 | 0.0% | — | 不变 |
| CCI | Crown Castle Intl Corp New | $3.85万 | 0.02% | 508 | -9 | -1.7% | -$682 | 减仓 |
| DELL | Dell Inc Com | $3.88万 | 0.02% | 90 | 0 | 0.0% | — | 不变 |
| HRB | Block H & R Inc | $4.00万 | 0.02% | 1,050 | 0 | 0.0% | — | 不变 |
| PHYS | Sprott Physical Gold Trust | $4.12万 | 0.02% | 1,364 | 1,364 | — | $4.12万 | 新建仓 |
| SLB | SLB Limited | $4.13万 | 0.02% | 888 | 0 | 0.0% | — | 不变 |
| — | Dimensional US Small Cap ETF | $4.15万 | 0.02% | 504 | 504 | — | $4.15万 | 新建仓 |
| LITE | Lumentum Holdings, Inc. | $4.29万 | 0.02% | 50 | 50 | — | $4.29万 | 新建仓 |
| LUV | Southwest Airlines Co | $4.42万 | 0.02% | 860 | 0 | 0.0% | — | 不变 |
| EBC | Eastern Bancshares Inc | $4.45万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| ARR | ARMOUR Residential REIT, Inc | $4.54万 | 0.02% | 2,600 | 2,600 | — | $4.54万 | 新建仓 |
| CRWD | CrowdStrike Holdings, Inc. | $4.58万 | 0.02% | 60 | -20 | -25.0% | -$1.53万 | 减仓 |
| EMB | iShares JP Morgan USD Em Mkts Bd ETF | $4.73万 | 0.02% | 490 | 0 | 0.0% | — | 不变 |
| AVDV | Avantis International Small-Cap Value ETF | $4.76万 | 0.02% | 462 | 0 | 0.0% | — | 不变 |
| ENB | Enbridge Inc | $4.77万 | 0.02% | 879 | 0 | 0.0% | — | 不变 |
| VO | Vanguard Mid-Cap ETF | $4.93万 | 0.02% | 612 | -148 | -19.5% | -$1.19万 | 减仓 |
| D | Dominion Energy, Inc | $4.95万 | 0.02% | 725 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORPORATION | $5.20万 | 0.03% | 120 | 0 | 0.0% | — | 不变 |
| IONQ | IonQ Inc | $5.33万 | 0.03% | 1,000 | 1,000 | — | $5.33万 | 新建仓 |
| DVY | iShares Select Dividend ETF | $5.33万 | 0.03% | 341 | 0 | 0.0% | — | 不变 |
| SU | Suncor Energy | $5.37万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| INTU | Intuit | $5.66万 | 0.03% | 217 | 0 | 0.0% | — | 不变 |
| IRM | Iron Mountain Incorporated | $5.68万 | 0.03% | 450 | -450 | -50.0% | -$5.68万 | 减仓 |
| VYM | Vanguard High Dividend Yield ETF | $5.93万 | 0.03% | 375 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC Investment Corp | $6.00万 | 0.03% | 5,500 | 5,500 | — | $6.00万 | 新建仓 |
| SSO | ProShares Ultra S&P 500 ETF | $6.20万 | 0.03% | 920 | 460 | 100.0% | $3.10万 | 加仓 |
| PFE | Pfizer Inc | $6.30万 | 0.03% | 2,615 | 315 | 13.7% | $7,585 | 加仓 |
| BB | BlackBerry Limited | $6.33万 | 0.03% | 5,000 | 5,000 | — | $6.33万 | 新建仓 |
| OKE | Oneok, Inc. | $6.69万 | 0.03% | 770 | -413 | -34.9% | -$3.59万 | 减仓 |
| AVGO | Broadcom, Inc. | $6.80万 | 0.03% | 180 | 20 | 12.5% | $7,555 | 加仓 |
| GUNR | FlexShares MSTAR GBL Upstream Nat Resources Index Fund | $7.33万 | 0.04% | 1,487 | 1,487 | — | $7.33万 | 新建仓 |
| T | AT&T Inc Com | $7.41万 | 0.04% | 3,578 | 0 | 0.0% | — | 不变 |