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 |
|---|---|---|---|---|---|---|---|---|
| USB | U S Bancorp | $1.78万 | 0.01% | 294 | 0 | 0.0% | — | 不变 |
| DOW | Dow Inc | $1.64万 | 0.01% | 600 | -113 | -15.8% | -$3,092 | 减仓 |
| CLX | Clorox Co | $1.62万 | 0.01% | 170 | -111 | -39.5% | -$1.06万 | 减仓 |
| VSS | Vanguard FTSE All-World ex-US Small-Cap ETF | $1.62万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| CRM | Salesforce, Inc. | $1.61万 | 0.01% | 103 | 80 | 347.8% | $1.25万 | 加仓 |
| CL | Colgate-Palmolive Co | $1.56万 | 0.01% | 170 | 0 | 0.0% | — | 不变 |
| LOW | Lowes Cos Inc | $1.50万 | 0.01% | 68 | 45 | 195.7% | $9,922 | 加仓 |
| ECG | Everus Contsr Group Inc Com | $1.49万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| VOOG | Vanguard S&P 500 Growth Index Fund ETF | $1.49万 | 0.01% | 180 | 30 | 20.0% | $2,479 | 加仓 |
| LHX | L3Harris Technologies, Inc. | $1.45万 | 0.01% | 50 | 40 | 400.0% | $1.16万 | 加仓 |
| ADP | Automatic Data Processing Inc Com | $1.43万 | 0.01% | 64 | 50 | 357.1% | $1.12万 | 加仓 |
| — | Roundhill Video Games ETF | $1.40万 | 0.01% | 700 | 700 | — | $1.40万 | 新建仓 |
| YUM | Yum Brands Inc | $1.37万 | 0.01% | 86 | 54 | 168.8% | $8,632 | 加仓 |
| SOLV | Solventum Corp | $1.37万 | 0.01% | 177 | 0 | 0.0% | — | 不变 |
| SYY | Sysco Corp | $1.35万 | 0.01% | 162 | 0 | 0.0% | — | 不变 |
| ULTA | Ulta Beauty Inc | $1.35万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| DFAE | Dimensional Emerging Core ETF | $1.25万 | 0.01% | 310 | 310 | — | $1.25万 | 新建仓 |
| AXP | American Express Company | $1.22万 | 0.01% | 36 | 15 | 71.4% | $5,074 | 加仓 |
| EEM | iShares MSCI Emerging Markets ETF | $1.20万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| EFC | Ellington Financial Inc. | $1.09万 | 0.01% | 800 | 800 | — | $1.09万 | 新建仓 |
| CEG | Constellation Energy Corporation | $9,935 | 0.00% | 40 | 40 | — | $9,935 | 新建仓 |
| SHEL | Shell PLC. | $9,925 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| PH | Parker-Hannifin Corporation | $9,781 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | Ellington Credit Company | $9,724 | 0.00% | 2,200 | 2,200 | — | $9,724 | 新建仓 |
| GEHC | GE Healthcare Technologies Inc | $9,473 | 0.00% | 148 | -4 | -2.6% | -$256 | 减仓 |
| MPC | Marathon Petroleum Corporation | $9,460 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| DFAU | Dimensional US Core Equity Market ETF | $9,304 | 0.00% | 180 | 180 | — | $9,304 | 新建仓 |
| DVN | Devon Energy Corp | $8,884 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| CI | Cigna Group | $8,546 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| ORCL | Oracle Corp | $8,500 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| COF | Capital One Finl Corp | $8,225 | 0.00% | 41 | 30 | 272.7% | $6,018 | 重新持有 |
| PANW | Palo Alto Networks, Inc. | $8,184 | 0.00% | 24 | 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 |
| ETN | Eaton Corp PLC Com | $7,670 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| MDU | MDU Resources Group Inc | $7,657 | 0.00% | 361 | 0 | 0.0% | — | 不变 |
| KNF | Knife River Holding Company | $7,529 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| HESM | Hess Midstream LP | $7,520 | 0.00% | 200 | 200 | — | $7,520 | 新建仓 |
| OGE | OGE Energy Corp | $7,396 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| DX | Dynex Capital, Inc. | $6,555 | 0.00% | 500 | 500 | — | $6,555 | 新建仓 |
| KDP | Keurig Dr. Pepper, Inc. | $6,546 | 0.00% | 200 | 0 | 0.0% | — | 重新持有 |
| AZO | AutoZone, Inc. | $6,392 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| EOG | EOG Resources Inc | $6,357 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| DE | Deere & Co | $6,343 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IYW | iShares US Technology ETF | $6,306 | 0.00% | 25 | 25 | — | $6,306 | 新建仓 |
| AMGN | Amgen Inc | $5,794 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SPGI | S&P Global Inc. | $5,702 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| HLT | Hilton Worldwide Holdings Inc. | $5,618 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| AMP | Ameriprise Financial Inc | $5,505 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| FSSL | FS Specialty Lending Fund | $5,441 | 0.00% | 488 | 488 | — | $5,441 | 新建仓 |
| — | Warner Bros Discovery, Inc. | $5,412 | 0.00% | 203 | -24 | -10.6% | -$640 | 减仓 |
| CDNS | Cadence Design Systems, Inc. | $5,254 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $5,242 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| LIN | Linde plc | $5,189 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MFC | Manulife Finl Corp Com | $5,104 | 0.00% | 126 | 126 | — | $5,104 | 新建仓 |
| SWX | Southwest Gas Holdings, INC. | $4,877 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| ICE | Intercontinental Exchange | $4,801 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| BKNG | Booking Holdings Inc. | $4,456 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| UBER | Uber Technologies, Inc. | $4,257 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| VFMV | Vanguard US Minimum Volatility ETF | $4,181 | 0.00% | 30 | 30 | — | $4,181 | 新建仓 |
| SHW | The Sherwin-Williams Company | $4,132 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ADBE | Adobe Systems Inc | $4,100 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| DFIC | Dimensional International Core Equity 2 ETF | $4,099 | 0.00% | 110 | 110 | — | $4,099 | 新建仓 |
| SNPS | Synopsys, Inc. | $4,015 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ISRG | Intuitive Surgical Inc | $3,977 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IYZ | iShares US Telecommunications ETF | $3,850 | 0.00% | 91 | 91 | — | $3,850 | 新建仓 |
| MTD | Mettler-Toledo International Inc. | $3,833 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| AMLP | Alerian MLP ETF | $3,681 | 0.00% | 71 | -70 | -49.6% | -$3,629 | 减仓 |
| TMO | Thermo Fisher Scientific Inc. | $3,510 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ROK | Rockwell Automation, Inc. | $3,466 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| PFG | Principal Financial Group, Inc. | $3,449 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| ROST | Ross Stores, Inc. | $3,193 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| MCO | Moody's Corporation | $3,170 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| GILD | Gilead Sciences Inc | $3,159 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SMCI | Super Micro Computer Inc | $3,080 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| VRTX | Vertex Pharmaceuticals Incorporated | $2,980 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| NOW | ServiceNow, Inc. | $2,978 | 0.00% | 30 | 24 | 400.0% | $2,382 | 加仓 |
| AMT | American Tower Corporation | $2,944 | 0.00% | 18 | 18 | — | $2,944 | 新建仓 |
| DHR | Danaher Corporation | $2,857 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| DFLV | Dimensional US Large Cap Value ETF | $2,807 | 0.00% | 71 | 71 | — | $2,807 | 新建仓 |
| TDTF | Flexshares IBOXX 5yr TGT Dur ETF | $2,686 | 0.00% | 113 | 113 | — | $2,686 | 新建仓 |
| DJT | Trump Media & Technology Group Corp. | $2,670 | 0.00% | 345 | 0 | 0.0% | — | 重新持有 |
| AON | Aon Plc | $2,654 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| PYPL | PayPal Holdings, Inc. | $2,591 | 0.00% | 60 | -114 | -65.5% | -$4,923 | 减仓 |
| — | Teva Pharmaceutical Industries LTD | $2,541 | 0.00% | 75 | 0 | 0.0% | — | 重新持有 |
| IYC | iShares US Consumer Discretionary ETF | $2,528 | 0.00% | 25 | 25 | — | $2,528 | 新建仓 |
| NVS | Novartis A G Spons ADR | $2,508 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| REGN | Regeneron Pharmaceuticals, Inc. | $2,494 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ACN | Accenture PLC CL A Com | $2,489 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| FISV | Fiserv Inc | $2,453 | 0.00% | 50 | 19 | 61.3% | $932 | 加仓 |
| MRSH | Marsh | $2,333 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI Inc. | $2,240 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TAP | Molson Coors Brewing Co Cl B | $2,221 | 0.00% | 57 | 57 | — | $2,221 | 新建仓 |
| ADSK | Autodesk, Inc. | $1,944 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CRGY | Crescent Energy Co | $1,768 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| ODFL | Old Dominion Fght Line Inc | $1,733 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| TSCO | Tractor Supply Company | $1,581 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VSNT | Versant Media Group Inc. | $1,440 | 0.00% | 40 | 40 | — | $1,440 | 新建仓 |
| ROP | Roper Technologies Inc | $1,354 | 0.00% | 4 | -3 | -42.9% | -$1,016 | 减仓 |
| CAG | ConAgra Food Inc | $1,346 | 0.00% | 100 | 100 | — | $1,346 | 新建仓 |
| AWK | American Water Works Co Inc New | $1,184 | 0.00% | 9 | 0 | 0.0% | — | 不变 |