First Financial Bankshares Inc 13F 持仓 · 2026年Q2
First Financial Bankshares 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 210 只证券，申报市值合计 53.44 亿美元。前几大持仓：MSFT（5.04%）、AVGO（4.89%）、GOOGL（4.29%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $269.5M | 5.04% | 722,473 | 增持 |
| 2 | AVGO | BROADCOM INC | $261.1M | 4.89% | 691,324 | 减持 |
| 3 | GOOGL | ALPHABET INC | $229.3M | 4.29% | 641,522 | 增持 |
| 4 | IJH | ISHARES TR | $225.7M | 4.22% | 2.9M | 增持 |
| 5 | JPM | JPMORGAN CHASE & CO | $220.8M | 4.13% | 674,682 | 增持 |
| 6 | AAPL | APPLE INC | $213.1M | 3.99% | 736,559 | 增持 |
| 7 | BND | VANGUARD BD INDEX FDS | $190.4M | 3.56% | 2.6M | 减持 |
| 8 | JNJ | JOHNSON & JOHNSON | $162.3M | 3.04% | 638,883 | 增持 |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $150.1M | 2.81% | 2.1M | 增持 |
| 10 | MU | MICRON TECHNOLOGY INC | $130.2M | 2.44% | 112,800 | 减持 |
| 11 | CSCO | CISCO SYS INC | $121.6M | 2.28% | 1.0M | 减持 |
| 12 | CVX | CHEVRON CORPORATION | $107.1M | 2.00% | 646,295 | 增持 |
| 13 | WMB | WILLIAMS COS INC | $106.7M | 2.00% | 1.4M | 增持 |
| 14 | NVDA | NVIDIA CORPORATION | $103.9M | 1.94% | 519,194 | 增持 |
| 15 | BAC | BANK OF AMER CORP | $99.9M | 1.87% | 1.8M | 增持 |
| 16 | MCD | MCDONALDS CORP | $98.0M | 1.83% | 362,689 | 增持 |
| 17 | MRK | MERCK & CO INC | $96.7M | 1.81% | 752,788 | 增持 |
| 18 | AMZN | AMAZON COM INC | $95.2M | 1.78% | 399,513 | 增持 |
| 19 | BX | BLACKSTONE INC | $91.7M | 1.72% | 779,459 | 减持 |
| 20 | AEP | AMERICAN ELEC PWR CO INC | $90.0M | 1.68% | 657,656 | 增持 |
| 21 | ETN | EATON CORP PLC | $89.9M | 1.68% | 210,897 | 增持 |
| 22 | KO | COCA COLA CO | $89.1M | 1.67% | 1.1M | 增持 |
| 23 | C | CITIGROUP INC | $88.7M | 1.66% | 633,576 | 减持 |
| 24 | NEE | NEXTERA ENERGY INC | $88.8M | 1.66% | 1.0M | 增持 |
| 25 | VCSH | VANGUARD SCOTTSDALE FDS | $85.2M | 1.59% | 1.1M | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR