Linscomb Wealth, Inc.
Houston TX · SEC CIK 0001313294
$23.08亿2026Q2 申报市值
311持仓数
44.7%前十大占比 · 第一大 11.5%
13 / 43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
FBND 加仓+$690.67万
CGIE 加仓+$462.89万
PYLD 加仓+$419.70万
VTEB 加仓+$415.14万
VCRB 加仓+$398.11万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 减仓-$4,518.25万
VEA 减仓-$1,199.56万
AVGO 减仓-$606.85万
AGG 减仓-$595.90万
LRCX 减仓-$595.66万
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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $2.66亿 | 11.51% | 3,728,468 | -168,360 | -4.3% | -$1,199.56万 | 减仓 |
| IVV | ISHARES TR | $2.10亿 | 9.11% | 280,720 | -5,464 | -1.9% | -$409.19万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $1.04亿 | 4.52% | 1,930,191 | -45,778 | -2.3% | -$247.34万 | 减仓 |
| IJH | ISHARES TR | $9,964.98万 | 4.32% | 1,292,307 | -73,641 | -5.4% | -$567.85万 | 减仓 |
| EFA | ISHARES TR | $8,654.76万 | 3.75% | 833,150 | -42,579 | -4.9% | -$442.31万 | 减仓 |
| DON | WISDOMTREE TR | $8,632.73万 | 3.74% | 1,527,377 | -51,430 | -3.3% | -$290.68万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $4,871.52万 | 2.11% | 131,648 | -9,011 | -6.4% | -$333.44万 | 减仓 |
| — | EXXON MOBIL CORP | $4,749.14万 | 2.06% | 347,363 | -330,475 | -48.8% | -$4,518.25万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $4,293.52万 | 1.86% | 99,082 | -13,746 | -12.2% | -$595.66万 | 减仓 |
| AVGO | BROADCOM INC | $4,073.84万 | 1.77% | 107,845 | -16,065 | -13.0% | -$606.85万 | 减仓 |
| SDY | SPDR SERIES TRUST | $3,683.33万 | 1.60% | 242,037 | -14,871 | -5.8% | -$226.31万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $3,427.88万 | 1.49% | 866,940 | 28,879 | 3.4% | $114.19万 | 加仓 |
| AAPL | APPLE INC | $3,312.06万 | 1.44% | 114,461 | -16,413 | -12.5% | -$474.93万 | 减仓 |
| DHS | WISDOMTREE TR | $3,286.09万 | 1.42% | 289,052 | -8,750 | -2.9% | -$99.47万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,109.14万 | 1.35% | 83,351 | -4,971 | -5.6% | -$185.43万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,443.13万 | 1.06% | 537,070 | 151,829 | 39.4% | $690.67万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $2,301.06万 | 1.00% | 297,218 | 39,406 | 15.3% | $305.08万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,296.88万 | 1.00% | 70,170 | -6,397 | -8.4% | -$209.39万 | 减仓 |
| IQLT | ISHARES TR | $2,288.25万 | 0.99% | 461,807 | 13,714 | 3.1% | $67.95万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $2,024.95万 | 0.88% | 550,558 | 125,854 | 29.6% | $462.89万 | 加仓 |
| CMI | CUMMINS INC | $1,824.95万 | 0.79% | 25,588 | -2,368 | -8.5% | -$168.89万 | 减仓 |
| ABBV | ABBVIE INC | $1,779.66万 | 0.77% | 70,722 | -6,952 | -9.0% | -$174.94万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $1,771.66万 | 0.77% | 76,004 | -6,426 | -7.8% | -$149.79万 | 减仓 |
| AMZN | AMAZON COM INC | $1,685.43万 | 0.73% | 70,715 | -5,395 | -7.1% | -$128.59万 | 减仓 |
| CSCO | CISCO SYS INC | $1,668.07万 | 0.72% | 142,012 | -6,410 | -4.3% | -$75.29万 | 减仓 |
| GOOG | ALPHABET INC | $1,569.73万 | 0.68% | 44,427 | -5,924 | -11.8% | -$209.31万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,510.31万 | 0.65% | 59,468 | -14,743 | -19.9% | -$374.43万 | 减仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $1,452.39万 | 0.63% | 289,957 | 509 | 0.2% | $2.55万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $1,428.79万 | 0.62% | 58,031 | -2,671 | -4.4% | -$65.76万 | 减仓 |
| C | CITIGROUP INC | $1,422.99万 | 0.62% | 101,671 | -7,894 | -7.2% | -$110.48万 | 减仓 |
| RTX | RTX CORPORATION | $1,390.65万 | 0.60% | 73,296 | -4,796 | -6.1% | -$91.00万 | 减仓 |
| DEM | WISDOMTREE TR | $1,356.85万 | 0.59% | 252,249 | -21,199 | -7.8% | -$114.03万 | 减仓 |
| GOOGL | ALPHABET INC | $1,345.83万 | 0.58% | 37,659 | -5,470 | -12.7% | -$195.48万 | 减仓 |
| BAC | BANK OF AMER CORP | $1,326.20万 | 0.57% | 232,749 | -8,643 | -3.6% | -$49.25万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,282.82万 | 0.56% | 81,176 | 1,269 | 1.6% | $20.05万 | 加仓 |
| QCOM | QUALCOMM INC | $1,257.93万 | 0.55% | 68,074 | -5,847 | -7.9% | -$108.05万 | 减仓 |
| MRK | MERCK & CO INC | $1,187.27万 | 0.51% | 92,395 | -1,216 | -1.3% | -$15.63万 | 减仓 |
| IDV | ISHARES TR | $1,183.66万 | 0.51% | 285,702 | -13,445 | -4.5% | -$55.70万 | 减仓 |
| V | VISA INC | $1,094.18万 | 0.47% | 31,892 | -3,963 | -11.1% | -$135.97万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $1,088.10万 | 0.47% | 60,146 | -3,025 | -4.8% | -$54.73万 | 减仓 |
| AMGN | AMGEN INC | $1,072.59万 | 0.46% | 29,620 | -1,779 | -5.7% | -$64.42万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $1,070.18万 | 0.46% | 211,582 | 82,075 | 63.4% | $415.14万 | 加仓 |
| BOND | PIMCO ETF TR | $1,046.23万 | 0.45% | 113,461 | 21,180 | 23.0% | $195.30万 | 加仓 |
| WMB | WILLIAMS COS INC | $1,043.32万 | 0.45% | 140,344 | -9,075 | -6.1% | -$67.46万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $1,029.31万 | 0.45% | 321,962 | -39,115 | -10.8% | -$125.05万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $1,012.66万 | 0.44% | 32,190 | -1,201 | -3.6% | -$37.78万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,008.49万 | 0.44% | 60,841 | -5,943 | -8.9% | -$98.51万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $963.96万 | 0.42% | 28,267 | 841 | 3.1% | $28.68万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $961.87万 | 0.42% | 16,558 | -624 | -3.6% | -$36.25万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $956.36万 | 0.41% | 18,772 | -1,016 | -5.1% | -$51.76万 | 减仓 |
| BLK | BLACKROCK INC | $956.18万 | 0.41% | 9,944 | -407 | -3.9% | -$39.14万 | 减仓 |
| EES | WISDOMTREE TR | $901.15万 | 0.39% | 132,932 | -5,416 | -3.9% | -$36.72万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $882.99万 | 0.38% | 240,205 | -35,604 | -12.9% | -$130.88万 | 减仓 |
| DG | DOLLAR GEN CORP | $881.32万 | 0.38% | 76,563 | -5,242 | -6.4% | -$60.34万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $871.06万 | 0.38% | 68,815 | -6,717 | -8.9% | -$85.02万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $841.17万 | 0.36% | 11,264 | -290 | -2.5% | -$21.66万 | 减仓 |
| MCD | MCDONALDS CORP | $834.61万 | 0.36% | 30,876 | -1,446 | -4.5% | -$39.09万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $834.38万 | 0.36% | 28,010 | -5,363 | -16.1% | -$159.76万 | 减仓 |
| MET | METLIFE INC | $820.57万 | 0.36% | 96,983 | -2,742 | -2.7% | -$23.20万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $814.06万 | 0.35% | 40,685 | -9,494 | -18.9% | -$189.96万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $807.98万 | 0.35% | 89,044 | -3,651 | -3.9% | -$33.13万 | 减仓 |
| DVY | ISHARES TR | $801.52万 | 0.35% | 51,281 | -2,792 | -5.2% | -$43.64万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $784.01万 | 0.34% | 89,326 | -1,596 | -1.8% | -$14.01万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $780.18万 | 0.34% | 104,079 | 9,957 | 10.6% | $74.64万 | 加仓 |
| MS | MORGAN STANLEY | $772.38万 | 0.33% | 36,949 | -2,172 | -5.6% | -$45.40万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $753.11万 | 0.33% | 10,708 | -7 | -0.1% | -$4,923 | 减仓 |
| IWF | ISHARES TR | $750.31万 | 0.33% | 60,426 | -4,182 | -6.5% | -$51.93万 | 减仓 |
| META | META PLATFORMS INC | $741.68万 | 0.32% | 13,167 | -99 | -0.7% | -$5.58万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $733.68万 | 0.32% | 44,854 | -1,390 | -3.0% | -$22.74万 | 减仓 |
| EEM | ISHARES TR | $727.09万 | 0.32% | 106,284 | -6,493 | -5.8% | -$44.42万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $717.29万 | 0.31% | 13,966 | -1,800 | -11.4% | -$92.45万 | 减仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $682.73万 | 0.30% | 108,749 | -7,266 | -6.3% | -$45.62万 | 减仓 |
| PAGP | PLAINS GP HLDGS L P | $678.78万 | 0.29% | 279,677 | -26,218 | -8.6% | -$63.63万 | 减仓 |
| PEP | PEPSICO INC | $654.35万 | 0.28% | 48,327 | -2,122 | -4.2% | -$28.73万 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $653.25万 | 0.28% | 149,314 | 77,643 | 108.3% | $339.69万 | 加仓 |
| IWD | ISHARES TR | $638.88万 | 0.28% | 26,353 | -2,047 | -7.2% | -$49.63万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $638.09万 | 0.28% | 150,707 | -7,155 | -4.5% | -$30.29万 | 减仓 |
| GSSC | GOLDMAN SACHS ETF TR | $631.13万 | 0.27% | 69,158 | -556 | -0.8% | -$5.07万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $627.70万 | 0.27% | 18,939 | -1,029 | -5.2% | -$34.10万 | 减仓 |
| TFC | TRUIST FINL CORP | $607.88万 | 0.26% | 122,015 | -4,047 | -3.2% | -$20.16万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $592.73万 | 0.26% | 71,986 | 17,422 | 31.9% | $143.45万 | 加仓 |
| CTVA | CORTEVA INC | $588.32万 | 0.25% | 69,468 | -14 | -0.0% | -$1,186 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $585.94万 | 0.25% | 81,065 | 1,834 | 2.3% | $13.26万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $577.75万 | 0.25% | 143,684 | -2,804 | -1.9% | -$11.27万 | 减仓 |
| PYLD | PIMCO ETF TR | $571.10万 | 0.25% | 215,346 | 158,257 | 277.2% | $419.70万 | 加仓 |
| DGRS | WISDOMTREE TR | $571.00万 | 0.25% | 96,203 | -4,490 | -4.5% | -$26.65万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $542.65万 | 0.24% | 13,056 | -120 | -0.9% | -$4.99万 | 减仓 |
| ORCL | ORACLE CORP | $541.10万 | 0.23% | 36,923 | -4,704 | -11.3% | -$68.94万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $532.48万 | 0.23% | 18,162 | -327 | -1.8% | -$9.59万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $519.06万 | 0.22% | 60,716 | -2,031 | -3.2% | -$17.36万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $513.48万 | 0.22% | 5,489 | -192 | -3.4% | -$17.96万 | 减仓 |
| MDT | MEDTRONIC PLC | $513.18万 | 0.22% | 65,599 | -682 | -1.0% | -$5.34万 | 减仓 |
| PFE | PFIZER INC | $503.69万 | 0.22% | 209,174 | -5,120 | -2.4% | -$12.33万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $498.84万 | 0.22% | 16,286 | 7,452 | 84.4% | $228.25万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $495.68万 | 0.21% | 37,672 | 295 | 0.8% | $3.88万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $491.35万 | 0.21% | 45,707 | -2,023 | -4.2% | -$21.75万 | 减仓 |
| IWB | ISHARES TR | $490.92万 | 0.21% | 11,988 | -30 | -0.2% | -$1.23万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $478.49万 | 0.21% | 17,016 | 11,952 | 236.0% | $336.09万 | 加仓 |
| IEFA | ISHARES TR | $476.16万 | 0.21% | 49,303 | 29,781 | 152.6% | $287.62万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $459.50万 | 0.20% | 19,225 | 367 | 1.9% | $8.77万 | 加仓 |