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 |
|---|---|---|---|---|---|---|---|---|
| MDU | MDU Resources Group Inc | $6,105 | 0.00% | 361 | 0 | 0.0% | — | 不变 |
| PH | Parker-Hannifin Corporation | $6,079 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AMP | Ameriprise Financial Inc | $5,809 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| AXP | American Express Company | $5,650 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| MPC | Marathon Petroleum Corporation | $5,391 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| LOW | Lowes Cos Inc | $5,364 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| YUM | Yum Brands Inc | $5,036 | 0.00% | 32 | -14 | -30.4% | -$2,203 | 减仓 |
| AMGN | Amgen Inc | $4,985 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ISRG | Intuitive Surgical Inc | $4,953 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ETN | Eaton Corp PLC Com | $4,893 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| DE | Deere & Co | $4,694 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LIN | Linde plc | $4,656 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BKNG | Booking Holdings Inc. | $4,607 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| UBER | Uber Technologies, Inc. | $4,299 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| ADP | Automatic Data Processing Inc Com | $4,277 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| AMAT | Applied Materials Inc | $4,208 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| SHW | The Sherwin-Williams Company | $4,190 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ROP | Roper Technologies Inc | $4,127 | 0.00% | 7 | 3 | 75.0% | $1,769 | 加仓 |
| PANW | Palo Alto Networks, Inc. | $4,095 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| VONG | Vanguard Russell 1000 Growth Index Fund ETF | $3,990 | 0.00% | 43 | -20 | -31.7% | -$1,856 | 减仓 |
| SWX | Southwest Gas Holdings, INC. | $3,949 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $3,874 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HLT | Hilton Worldwide Holdings Inc. | $3,868 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| SNPS | Synopsys, Inc. | $3,860 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| SMCI | Super Micro Computer Inc | $3,595 | 0.00% | 105 | 105 | — | $3,595 | 新建仓 |
| CDNS | Cadence Design Systems, Inc. | $3,561 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| MTD | Mettler-Toledo International Inc. | $3,543 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TMO | Thermo Fisher Scientific Inc. | $3,483 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| MRSH | Marsh & McLennan Cos Inc | $3,416 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS Inc New | $3,410 | 0.00% | 28 | 28 | — | $3,410 | 新建仓 |
| ECG | Everus Contsr Group Inc Com | $3,338 | 0.00% | 90 | 90 | — | $3,338 | 新建仓 |
| MCO | Moody's Corporation | $3,260 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| AON | Aon Plc | $3,193 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| DHR | Danaher Corporation | $3,075 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| BX | Blackstone Inc. | $3,075 | 0.00% | 22 | 22 | — | $3,075 | 新建仓 |
| ELV | Elevance Health, Inc. | $3,045 | 0.00% | 7 | 7 | — | $3,045 | 新建仓 |
| VRTX | Vertex Pharmaceuticals Incorporated | $2,909 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| GILD | Gilead Sciences Inc | $2,801 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| TSCO | Tractor Supply Company | $2,755 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PFG | Principal Financial Group, Inc. | $2,700 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| ADSK | Autodesk, Inc. | $2,618 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| REGN | Regeneron Pharmaceuticals, Inc. | $2,537 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BSX | Boston Scientific Corp | $2,522 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | Warner Bros Discovery, Inc. | $2,436 | 0.00% | 227 | 24 | 11.8% | $258 | 加仓 |
| MSCI | MSCI Inc. | $2,262 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| LHX | L3Harris Technologies, Inc. | $2,093 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CRGY | Crescent Energy Co | $2,023 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| DLR | Digital Rlty Tr Inc. | $2,006 | 0.00% | 14 | 14 | — | $2,006 | 新建仓 |
| BR | Broadridge Financial Solutions. Inc. | $1,940 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ROST | Ross Stores, Inc. | $1,917 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | Discover Financial Services | $1,878 | 0.00% | 11 | 11 | — | $1,878 | 新建仓 |
| ADI | Analog Devices, Inc. | $1,815 | 0.00% | 9 | 9 | — | $1,815 | 新建仓 |
| ROK | Rockwell Automation, Inc. | $1,809 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| NVS | Novartis A G Spons ADR | $1,784 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| EIX | Edison International | $1,591 | 0.00% | 27 | 27 | — | $1,591 | 新建仓 |
| HUM | Humana Inc. | $1,588 | 0.00% | 6 | 6 | — | $1,588 | 新建仓 |
| NXPI | NXP Semiconductors N.V. | $1,520 | 0.00% | 8 | 8 | — | $1,520 | 新建仓 |
| MKC | McCormick & Company, Incorporated | $1,482 | 0.00% | 18 | 18 | — | $1,482 | 新建仓 |
| EG | Everest Group, LTD | $1,453 | 0.00% | 4 | 4 | — | $1,453 | 新建仓 |
| NFLX | Netflix, Inc | $1,346 | 0.00% | 14 | -4,171 | -99.7% | -$40.10万 | 减仓 |
| AWK | American Water Works Co Inc New | $1,328 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ODFL | Old Dominion Fght Line Inc | $1,324 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| OKLO | Oklo Inc | $1,298 | 0.00% | 60 | 60 | — | $1,298 | 新建仓 |
| AAL | American Airls Group | $1,287 | 0.00% | 122 | 22 | 22.0% | $232 | 加仓 |
| HLN | ADR Haleon PLC | $1,286 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| — | Electronic Arts Inc. | $1,156 | 0.00% | 8 | 8 | — | $1,156 | 新建仓 |
| ADM | Archer-Daniels-Midland Company | $1,104 | 0.00% | 23 | 23 | — | $1,104 | 新建仓 |
| COO | COOPER COS INC | $1,012 | 0.00% | 12 | 12 | — | $1,012 | 新建仓 |
| RBLX | Roblox Corporation | $874 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | Leggett & Platt Inc | $767 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| NOW | ServiceNow, Inc. | $627 | 0.00% | 6 | -24 | -80.0% | -$2,509 | 减仓 |
| VLTO | Veralto Corp | $487 | 0.00% | 5 | 5 | — | $487 | 新建仓 |
| KD | Kyndryl Hldgs Inc | $314 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | Power Reit Com | $140 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| VTRS | Viatris Inc | $139 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | Zimvie Common Stock | $119 | 0.00% | 11 | 0 | 0.0% | — | 重新持有 |
| SSB | Southstate Bank Corp | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COLB | Columbia BKG SYST Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KDP | Keurig Dr. Pepper, Inc. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DJT | Trump Media & Technology Group Corp. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PRME | Prime Medicine, Inc. | $0 | 0.00% | 0 | -1,000 | -100.0% | -$3,470 | 清仓 |
| COF | Capital One Finl Corp | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | Teva Pharmaceutical Industries LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HLLY | Holley Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |