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 |
|---|---|---|---|---|---|---|---|---|
| SYK | Stryker Corp | $164.31万 | 0.80% | 5,219 | 371 | 7.7% | $11.68万 | 加仓 |
| AMZN | Amazon Com Inc | $174.58万 | 0.85% | 7,325 | 1,305 | 21.7% | $31.10万 | 加仓 |
| CMI | Cummins Inc | $175.73万 | 0.85% | 2,464 | 0 | 0.0% | — | 不变 |
| IJR | iShares Core S&P Small-Cap ETF | $176.30万 | 0.85% | 11,887 | 555 | 4.9% | $8.23万 | 加仓 |
| VOX | Vanguard Communications Services | $179.17万 | 0.87% | 9,740 | 375 | 4.0% | $6.90万 | 加仓 |
| NEE | NextEra Energy Common | $185.25万 | 0.90% | 21,106 | 415 | 2.0% | $3.64万 | 加仓 |
| TRV | The Travelers Companies | $198.86万 | 0.96% | 6,024 | 315 | 5.5% | $10.40万 | 加仓 |
| UNP | Union Pacific Corp | $199.38万 | 0.97% | 7,330 | 318 | 4.5% | $8.65万 | 加仓 |
| VLO | Valero Energy Corp | $211.79万 | 1.03% | 8,132 | -565 | -6.5% | -$14.71万 | 减仓 |
| PWR | Quanta Services Inc | $220.69万 | 1.07% | 3,065 | 110 | 3.7% | $7.92万 | 加仓 |
| TPL | Texas Pacific Land Corporation | $221.88万 | 1.08% | 5,070 | 3,380 | 200.0% | $147.92万 | 加仓 |
| JPM | JP Morgan Chase & Co Com | $232.27万 | 1.13% | 7,096 | 390 | 5.8% | $12.77万 | 加仓 |
| APD | Air Products & Chemicals Inc | $237.07万 | 1.15% | 8,086 | 507 | 6.7% | $14.86万 | 加仓 |
| RTX | RTX Corporation | $249.29万 | 1.21% | 13,139 | 360 | 2.8% | $6.83万 | 加仓 |
| IEMG | iShares Core MSCI Emerging Markets ETF | $250.12万 | 1.21% | 30,193 | -934 | -3.0% | -$7.74万 | 减仓 |
| V | Visa Inc Class A | $271.45万 | 1.32% | 7,912 | 584 | 8.0% | $20.04万 | 加仓 |
| IJH | iShares Core S&P Mid-Cap ETF | $291.28万 | 1.41% | 37,774 | 4,615 | 13.9% | $35.59万 | 加仓 |
| ABBV | ABBVIE Inc | $297.61万 | 1.44% | 11,827 | 425 | 3.7% | $10.69万 | 加仓 |
| HD | Home Depot Inc | $315.37万 | 1.53% | 8,942 | 172 | 2.0% | $6.07万 | 加仓 |
| COST | Costco Wholesale Cp | $322.27万 | 1.56% | 3,445 | -62 | -1.8% | -$5.80万 | 减仓 |
| SPYM | SPDR Portfolio S&P 500 ETF | $326.71万 | 1.58% | 37,177 | 16,522 | 80.0% | $145.20万 | 加仓 |
| XLF | State Street Financial Select Sector SPDR ETF | $327.39万 | 1.59% | 61,069 | 35 | 0.1% | $1,876 | 加仓 |
| EFAV | iShares MSCI EAFE Min Vol Factor ETF | $331.32万 | 1.61% | 37,774 | -220 | -0.6% | -$1.93万 | 减仓 |
| IEFA | iShares Core MSCI EAFE ETF | $366.57万 | 1.78% | 37,955 | 1,130 | 3.1% | $10.91万 | 加仓 |
| — | Exxon Mobil Corp | $371.95万 | 1.80% | 27,205 | -1,311 | -4.6% | -$17.92万 | 减仓 |
| JNJ | Johnson & Johnson | $378.52万 | 1.83% | 14,904 | 305 | 2.1% | $7.75万 | 加仓 |
| UDR | UDR Inc | $441.97万 | 2.14% | 110,713 | 0 | 0.0% | — | 不变 |
| TXN | Texas Instruments Inc | $491.64万 | 2.38% | 16,494 | 701 | 4.4% | $20.89万 | 加仓 |
| IVV | iShares Core S&P 500 ETF | $499.43万 | 2.42% | 6,669 | 230 | 3.6% | $17.22万 | 加仓 |
| ILCG | iShares Morningstar Growth ETF | $529.95万 | 2.57% | 45,287 | 4,152 | 10.1% | $48.59万 | 加仓 |
| MSFT | Microsoft Corporation | $532.71万 | 2.58% | 14,281 | 826 | 6.1% | $30.81万 | 加仓 |
| SPY | State Street SPDR S&P 500 ETF Trust | $815.70万 | 3.95% | 10,923 | -1,132 | -9.4% | -$84.53万 | 减仓 |
| XLK | State Street Technology Select Sector SPDR ETF | $827.70万 | 4.01% | 43,444 | 20,549 | 89.8% | $391.50万 | 加仓 |
| SDY | SPDR S&P Dividend ETF | $874.97万 | 4.24% | 57,496 | -1,514 | -2.6% | -$23.04万 | 减仓 |
| AAPL | Apple Inc | $931.02万 | 4.51% | 32,175 | 692 | 2.2% | $20.02万 | 加仓 |
| NVDA | NVIDIA Corp | $1,130.09万 | 5.48% | 56,479 | -8,411 | -13.0% | -$168.30万 | 减仓 |
| MDY | State Street SPDR S&P Mid-Cap 400 ETF Trust | $1,266.22万 | 6.14% | 18,003 | -1,151 | -6.0% | -$80.95万 | 减仓 |
| IWM | iShares Russell 2000 ETF | $1,338.96万 | 6.49% | 44,565 | -2,913 | -6.1% | -$87.52万 | 减仓 |