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William B. Walkup & Associates, Inc.
特别关注No.7021环比变动 Q1 2026
+$4,021.9万+24.0%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q2 2026 市值 | Q2 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
 汽车地带AZO |
| 9.6% | 14.2% | $1,993.0万 | 6,236股 | $2,378.4万 | 6,238股 | -2股-0.03% | 减仓 |
 VALERO ENERGY COMVLO |
| 9.41% | 5.96% | $1,954.3万 | 7.5万股 | $998.4万 | 7.6万股 | -557股-0.74% | 减仓 |
 英特尔INTC |
| 4.77% | 0.99% | $991.6万 | 7.1万股 | $166.1万 | 7.3万股 | -2,144股-2.93% | 减仓 |
 摩根大通JPM |
| 4.77% | 4.48% | $989.7万 | 3.0万股 | $750.2万 | 3.1万股 | -344股-1.12% | 减仓 |
 第一资本COF |
| 4.03% | 0.6% | $837.0万 | 4.2万股 | $100.4万 | 5,600股 | +3.6万股+645.02% | 加仓 |
 沃尔玛WMT |
| 4.02% | 3.87% | $834.3万 | 7.4万股 | $648.2万 | 7.4万股 | -177股-0.24% | 减仓 |
 家得宝HD |
| 3.29% | 4.34% | $682.8万 | 1.9万股 | $726.4万 | 2.0万股 | -459股-2.32% | 减仓 |
 艾伯维ABBV |
| 3.08% | 3.27% | $639.0万 | 2.5万股 | $547.6万 | 2.6万股 | -745股-2.85% | 减仓 |
 好事达ALL |
| 2.83% | 2.96% | $587.3万 | 2.5万股 | $495.9万 | 2.4万股 | +736股+3.07% | 加仓 |
 MCKESSON COMMCK |
| 2.43% | 2.71% | $505.0万 | 6,684股 | $453.6万 | 6,740股 | -56股-0.83% | 减仓 |
 纽柯钢铁NUE |
| 2.27% | 1.54% | $471.6万 | 2.1万股 | $258.2万 | 2.1万股 | -287股-1.34% | 减仓 |
 摩根士丹利MS |
| 2.14% | 1.52% | $445.1万 | 2.1万股 | $253.8万 | 2.2万股 | -458股-2.11% | 减仓 |
 联合健康UNH |
| 2.08% | 3.21% | $431.6万 | 1.0万股 | $537.5万 | 1.0万股 | +121股+1.18% | 加仓 |
 TRAVELERS COSTRV |
| 2.07% | 2.07% | $429.4万 | 1.3万股 | $347.5万 | 1.3万股 | -133股-1.01% | 减仓 |
 KINDER MORGAN DEL COMKMI |
| 2% | 2.22% | $414.8万 | 13.0万股 | $371.6万 | 13.0万股 | -527股-0.40% | 减仓 |
 默沙东MRK |
| 1.67% | 1.43% | $347.4万 | 2.7万股 | $239.8万 | 2.7万股 | +316股+1.18% | 加仓 |
 NORTHROP GRUMMAN COMNOC |
| 1.65% | 2.04% | $341.9万 | 6,713股 | $341.8万 | 6,676股 | +37股+0.55% | 加仓 |
 强生JNJ |
| 1.57% | 1.25% | $326.6万 | 1.3万股 | $210.2万 | 1.3万股 | +184股+1.45% | 加仓 |
 D R HORTONDHI |
| 1.35% | 1.31% | $279.6万 | 1.7万股 | $219.5万 | 1.7万股 | -104股-0.60% | 减仓 |
 礼来LLY |
| 1.33% | 1.14% | $275.7万 | 2,298股 | $190.6万 | 2,307股 | -9股-0.39% | 减仓 |
 艺康ECL |
| 1.3% | 1.34% | $270.1万 | 9,646股 | $224.6万 | 9,652股 | -6股-0.06% | 减仓 |
 Phillips 66PSX |
| 1.29% | 1.15% | $267.0万 | 1.6万股 | $193.4万 | 1.6万股 | +130股+0.83% | 加仓 |
 EASTMAN CHEMEMN |
| 1.27% | 2.31% | $264.6万 | 4.0万股 | $387.4万 | 4.4万股 | -4,460股-10.14% | 减仓 |
 康菲石油COP |
| 1.14% | 1.44% | $236.1万 | 2.3万股 | $242.0万 | 2.3万股 | -324股-1.41% | 减仓 |
 LOWES COS COMLOW |
| 1.08% | 1.45% | $225.3万 | 1.0万股 | $242.3万 | 1.0万股 | -169股-1.63% | 减仓 |
 威瑞森VZ |
| 1.05% | 1.22% | $217.5万 | 5.1万股 | $205.0万 | 4.5万股 | +6,182股+13.68% | 加仓 |
 CVS健康CVS |
| 1.02% | 0.86% | $212.1万 | 2.0万股 | $143.4万 | 2.1万股 | -663股-3.13% | 减仓 |
 雷蒙德詹姆斯RJF |
| 0.94% | 1.11% | $196.1万 | 1.3万股 | $185.2万 | 1.3万股 | -434股-3.25% | 减仓 |
 迪尔DE |
| 0.88% | 0.81% | $183.4万 | 2,891股 | $136.5万 | 2,908股 | -17股-0.58% | 减仓 |
| B纽约梅隆银行BK |
| 0.86% | 0.76% | $178.9万 | 1.2万股 | $127.1万 | 1.5万股 | -2,780股-18.35% | 减仓 |
 微软MSFT |
| 0.86% | 0.9% | $177.9万 | 4,770股 | $150.2万 | 4,001股 | +769股+19.22% | 加仓 |
 德文能源DVN |
| 0.79% | 0.52% | $164.7万 | 4.0万股 | $86.3万 | 2.3万股 | +1.7万股+72.70% | 加仓 |
| Q高通QCOM |
| 0.79% | 0.78% | $163.2万 | 8,829股 | $131.0万 | 8,528股 | +301股+3.53% | 加仓 |
 艾默生电气EMR |
| 0.76% | 0.73% | $158.9万 | 1.1万股 | $121.8万 | 1.1万股 | -10股-0.09% | 减仓 |
 联邦快递FDX |
| 0.75% | 0.67% | $156.5万 | 4,997股 | $111.5万 | 4,572股 | +425股+9.30% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.75% | 0.8% | $155.7万 | 1.9万股 | $134.0万 | 1.9万股 | +175股+0.94% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 0.71% | 0.42% | $148.2万 | 5,514股 | $70.4万 | 5,425股 | +89股+1.64% | 加仓 |
 SYSCO COMSYY |
| 0.7% | 0.79% | $145.8万 | 1.7万股 | $131.9万 | 1.8万股 | -124股-0.71% | 减仓 |
 Truist金融TFC |
| 0.65% | 0.67% | $135.4万 | 2.7万股 | $112.0万 | 2.7万股 | -55股-0.20% | 减仓 |
 CSX铁路CSX |
| 0.62% | 0.48% | $129.0万 | 2.7万股 | $81.1万 | 2.8万股 | -435股-1.58% | 减仓 |
 可口可乐KO |
| 0.6% | 0.66% | $123.8万 | 1.5万股 | $110.6万 | 1.5万股 | -212股-1.37% | 减仓 |
| IIBMIBM |
| 0.59% | 0.65% | $123.0万 | 4,373股 | $109.6万 | 4,407股 | -34股-0.77% | 减仓 |
 PULTEPHM |
| 0.58% | 0.51% | $120.3万 | 8,764股 | $85.1万 | 8,276股 | +488股+5.90% | 加仓 |
 辉瑞PFE |
| 0.57% | 0.62% | $118.1万 | 4.9万股 | $103.1万 | 4.1万股 | +8,393股+20.64% | 加仓 |
 自由港麦克莫兰FCX |
| 0.55% | 0.41% | $113.4万 | 1.8万股 | $69.4万 | 1.8万股 | -288股-1.57% | 减仓 |
 雪佛龙CVX |
| 0.5% | 0.6% | $104.7万 | 6,316股 | $100.4万 | 6,000股 | +316股+5.27% | 加仓 |
| HHELMERICH & PAYNEHP |
| 0.5% | 0.55% | $103.1万 | 3.1万股 | $92.0万 | 3.5万股 | -3,755股-10.66% | 减仓 |
 苹果AAPL |
| 0.49% | 0.26% | $101.7万 | 3,514股 | $43.4万 | 1,953股 | +1,561股+79.93% | 加仓 |
 雅培ABT |
| 0.49% | 0.89% | $101.2万 | 1.1万股 | $149.8万 | 1.1万股 | -137股-1.21% | 减仓 |
 麦当劳MCD |
| 0.45% | 0.67% | $93.8万 | 3,468股 | $112.8万 | 3,609股 | -141股-3.91% | 减仓 |
