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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | iShares Core S&P Total US Stock Market ETF | $15.40万 | 0.10% | 1,262 | 103 | 8.9% | $1.26万 | 加仓 |
| MA | Mastercard Inc Class A | $15.68万 | 0.10% | 286 | 0 | 0.0% | — | 不变 |
| FDX | Fedex Corp Com | $17.33万 | 0.11% | 711 | 0 | 0.0% | — | 不变 |
| EFA | iShares MSCI EAFE ETF | $17.40万 | 0.11% | 2,129 | 0 | 0.0% | — | 不变 |
| SBUX | Starbucks Corp | $17.53万 | 0.11% | 1,787 | 1,435 | 407.7% | $14.08万 | 加仓 |
| KO | Coca Cola Corp | $17.95万 | 0.11% | 2,506 | -270 | -9.7% | -$1.93万 | 减仓 |
| LLY | Eli Lilly & Co | $18.83万 | 0.12% | 228 | 0 | 0.0% | — | 不变 |
| IUSB | iShares Core Total USD Bond Market ETF | $21.14万 | 0.13% | 4,587 | 312 | 7.3% | $1.44万 | 加仓 |
| XLV | State Street Health Care Select Sector SPDR ETF | $23.36万 | 0.15% | 1,600 | 500 | 45.5% | $7.30万 | 加仓 |
| — | Avidity Biosciences, Inc. | $23.62万 | 0.15% | 8,000 | 0 | 0.0% | — | 不变 |
| BA | Boeing Company | $26.21万 | 0.17% | 1,537 | 215 | 16.3% | $3.67万 | 加仓 |
| TGT | Target Corp | $26.33万 | 0.17% | 2,523 | -62 | -2.4% | -$6,470 | 减仓 |
| SO | Southern Co | $26.85万 | 0.17% | 2,920 | 100 | 3.5% | $9,195 | 加仓 |
| WMB | The Williams Companies, Inc. | $27.07万 | 0.17% | 4,530 | 0 | 0.0% | — | 不变 |
| MCD | McDonalds Corp | $27.52万 | 0.17% | 881 | -20 | -2.2% | -$6,247 | 减仓 |
| WM | Waste Management Inc Del | $28.06万 | 0.18% | 1,212 | 0 | 0.0% | — | 不变 |
| — | Comerica Inc | $29.53万 | 0.19% | 5,000 | 0 | 0.0% | — | 不变 |
| MRK | Merck & Co Inc New | $33.25万 | 0.21% | 3,704 | 959 | 34.9% | $8.61万 | 加仓 |
| MLM | Martin Marietta Matls Inc. Com | $33.47万 | 0.21% | 700 | 0 | 0.0% | — | 不变 |
| CVS | CVS Health Corp Com | $33.50万 | 0.21% | 4,945 | 1,615 | 48.5% | $10.94万 | 加仓 |
| BP | BP PLC | $35.80万 | 0.23% | 10,596 | 0 | 0.0% | — | 不变 |
| EPD | Enterprise Prods Partners LP Com | $37.55万 | 0.24% | 11,000 | 0 | 0.0% | — | 不变 |
| GOOG | Alphabet, Inc. Class C | $51.95万 | 0.33% | 3,325 | -335 | -9.2% | -$5.23万 | 减仓 |
| QQQ | Invesco QQQ Trust, Series 1 | $56.27万 | 0.36% | 1,200 | 0 | 0.0% | — | 不变 |
| KMI | Kinder Morgan Inc | $59.53万 | 0.38% | 20,865 | 0 | 0.0% | — | 不变 |
| ZTS | Zoetis Inc | $64.69万 | 0.41% | 3,929 | 125 | 3.3% | $2.06万 | 加仓 |
| NKE | Nike Inc Class B | $67.57万 | 0.43% | 10,645 | 280 | 2.7% | $1.78万 | 加仓 |
| KMB | Kimberly-Clark Corporation | $68.92万 | 0.44% | 4,846 | -788 | -14.0% | -$11.21万 | 减仓 |
| UPS | United Parcel Service Inc | $70.62万 | 0.45% | 6,421 | 3,901 | 154.8% | $42.91万 | 加仓 |
| QCOM | Qualcomm Inc | $72.14万 | 0.46% | 4,696 | -70 | -1.5% | -$1.08万 | 减仓 |
| DUK | Duke Energy Corp New | $73.18万 | 0.46% | 6,000 | -84 | -1.4% | -$1.02万 | 减仓 |
| WMT | Walmart Inc. | $73.43万 | 0.47% | 8,364 | 0 | 0.0% | — | 不变 |
| PWR | Quanta Services Inc | $75.11万 | 0.48% | 2,955 | 70 | 2.4% | $1.78万 | 加仓 |
| CMI | Cummins Inc | $77.23万 | 0.49% | 2,464 | 0 | 0.0% | — | 不变 |
| CMCSA | Comcast Corporation | $79.10万 | 0.50% | 21,436 | 20,421 | 2,011.9% | $75.35万 | 加仓 |
| BRK/A | Berkshire Hathaway | $79.84万 | 0.51% | 1 | 0 | 0.0% | — | 不变 |
| BRK/B | Berkshire Hathaway Inc Del | $82.60万 | 0.52% | 1,551 | 185 | 13.5% | $9.85万 | 加仓 |
| PSX | Phillips 66 New Com | $86.28万 | 0.55% | 6,987 | 65 | 0.9% | $8,026 | 加仓 |
| VB | Vanguard Small-Cap ETF | $86.73万 | 0.55% | 3,911 | -61 | -1.5% | -$1.35万 | 减仓 |
| BDX | Becton Dickinson & Co | $87.04万 | 0.55% | 3,800 | -585 | -13.3% | -$13.40万 | 减仓 |
| ET | Energy Transfer L.P. | $94.51万 | 0.60% | 50,840 | -400 | -0.8% | -$7,436 | 减仓 |
| XLRE | State Street Real Estate Select Sector SPDR ETF | $97.05万 | 0.61% | 23,190 | 230 | 1.0% | $9,626 | 加仓 |
| PEP | Pepsico Inc | $97.91万 | 0.62% | 6,530 | 250 | 4.0% | $3.75万 | 加仓 |
| VZ | Verizon Communication | $106.76万 | 0.68% | 23,536 | 6,135 | 35.3% | $27.83万 | 加仓 |
| XLY | State Street Consumer Discretionary Select Sector SPDR ETF | $113.05万 | 0.72% | 5,725 | -5,495 | -49.0% | -$108.50万 | 减仓 |
| AMZN | Amazon Com Inc | $114.54万 | 0.73% | 6,020 | -580 | -8.8% | -$11.04万 | 减仓 |
| VLO | Valero Energy Corp | $114.86万 | 0.73% | 8,697 | 465 | 5.6% | $6.14万 | 加仓 |
| IJR | iShares Core S&P Small-Cap ETF | $118.50万 | 0.75% | 11,332 | -610 | -5.1% | -$6.38万 | 减仓 |
| SPYM | SPDR Portfolio S&P 500 ETF | $135.83万 | 0.86% | 20,655 | -9,130 | -30.7% | -$60.04万 | 减仓 |
| VOX | Vanguard Communications Services | $138.97万 | 0.88% | 9,365 | 180 | 2.0% | $2.67万 | 加仓 |
| NEE | NextEra Energy Common | $146.68万 | 0.93% | 20,691 | 290 | 1.4% | $2.06万 | 加仓 |
| TRV | The Travelers Companies | $150.98万 | 0.96% | 5,709 | 0 | 0.0% | — | 不变 |
| CVX | Chevron Corp | $157.62万 | 1.00% | 9,422 | 155 | 1.7% | $2.59万 | 加仓 |
| PG | Procter & Gamble Co | $159.75万 | 1.01% | 9,374 | -205 | -2.1% | -$3.49万 | 减仓 |
| JPM | JP Morgan Chase & Co Com | $164.50万 | 1.04% | 6,706 | 190 | 2.9% | $4.66万 | 加仓 |
| UNP | Union Pacific Corp | $165.65万 | 1.05% | 7,012 | -98 | -1.4% | -$2.32万 | 减仓 |
| IEMG | iShares Core MSCI Emerging Markets ETF | $167.99万 | 1.06% | 31,127 | 1,209 | 4.0% | $6.52万 | 加仓 |
| RTX | RTX Corporation | $169.27万 | 1.07% | 12,779 | 125 | 1.0% | $1.66万 | 加仓 |
| SYK | Stryker Corp | $180.47万 | 1.14% | 4,848 | -13 | -0.3% | -$4,839 | 减仓 |
| PPC | Pilgrims Pride Corporation | $185.33万 | 1.17% | 34,000 | 0 | 0.0% | — | 不变 |
| IJH | iShares Core S&P Mid-Cap ETF | $193.48万 | 1.23% | 33,159 | -3,340 | -9.2% | -$19.49万 | 减仓 |
| APD | Air Products & Chemicals Inc | $223.52万 | 1.42% | 7,579 | -15 | -0.2% | -$4,424 | 减仓 |
| TPL | Texas Pacific Land Corporation | $223.92万 | 1.42% | 1,690 | -3,380 | -66.7% | -$447.85万 | 减仓 |
| ABBV | ABBVIE Inc | $238.89万 | 1.51% | 11,402 | 35 | 0.3% | $7,333 | 加仓 |
| JNJ | Johnson & Johnson | $242.11万 | 1.53% | 14,599 | -10 | -0.1% | -$1,658 | 减仓 |
| V | Visa Inc Class A | $256.82万 | 1.63% | 7,328 | -177 | -2.4% | -$6.20万 | 减仓 |
| IEFA | iShares Core MSCI EAFE ETF | $278.58万 | 1.76% | 36,825 | 220 | 0.6% | $1.66万 | 加仓 |
| TXN | Texas Instruments Inc | $283.80万 | 1.80% | 15,793 | -532 | -3.3% | -$9.56万 | 减仓 |
| EFAV | iShares MSCI EAFE Min Vol Factor ETF | $296.05万 | 1.87% | 37,994 | 620 | 1.7% | $4.83万 | 加仓 |
| XLF | State Street Financial Select Sector SPDR ETF | $304.01万 | 1.93% | 61,034 | 1,370 | 2.3% | $6.82万 | 加仓 |
| HD | Home Depot Inc | $321.41万 | 2.04% | 8,770 | 28 | 0.3% | $1.03万 | 加仓 |
| COST | Costco Wholesale Cp | $331.69万 | 2.10% | 3,507 | 2 | 0.1% | $1,892 | 加仓 |
| ILCG | iShares Morningstar Growth ETF | $333.15万 | 2.11% | 41,135 | -2,577 | -5.9% | -$20.87万 | 减仓 |
| — | Exxon Mobil Corp | $339.14万 | 2.15% | 28,516 | 318 | 1.1% | $3.78万 | 加仓 |
| IVV | iShares Core S&P 500 ETF | $361.81万 | 2.29% | 6,439 | -105 | -1.6% | -$5.90万 | 减仓 |
| XLK | State Street Technology Select Sector SPDR ETF | $472.74万 | 2.99% | 22,895 | -21,039 | -47.9% | -$434.41万 | 减仓 |
| UDR | UDR Inc | $500.09万 | 3.17% | 110,713 | 0 | 0.0% | — | 不变 |
| MSFT | Microsoft Corporation | $505.09万 | 3.20% | 13,455 | 35 | 0.3% | $1.31万 | 加仓 |
| SPY | State Street SPDR S&P 500 ETF Trust | $674.34万 | 4.27% | 12,055 | 389 | 3.3% | $21.76万 | 加仓 |
| AAPL | Apple Inc | $699.33万 | 4.43% | 31,483 | -294 | -0.9% | -$6.53万 | 减仓 |
| NVDA | NVIDIA Corp | $703.28万 | 4.45% | 64,890 | 8,350 | 14.8% | $90.50万 | 加仓 |
| SDY | SPDR S&P Dividend ETF | $800.65万 | 5.07% | 59,010 | 680 | 1.2% | $9.23万 | 加仓 |
| IWM | iShares Russell 2000 ETF | $947.14万 | 6.00% | 47,478 | 1,372 | 3.0% | $27.37万 | 加仓 |
| MDY | State Street SPDR S&P Mid-Cap 400 ETF Trust | $1,021.83万 | 6.47% | 19,154 | 574 | 3.1% | $30.62万 | 加仓 |