13F 机构持仓

Linscomb Wealth, Inc.

Houston TX · SEC CIK 0001313294

2026Q22026Q1 更早 9 个季度 🔒
$22.47亿2026Q1 申报市值
337持仓数
45.7%前十大占比 · 第一大 11.1%
53 / 18新建仓 / 清仓
申报市值走势$23.08亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VEA 11.1%
IVV 8.3%
EXXON MOBIL CO 5.1%
PRF 4.2%
IJH 4.1%
EFA 3.8%
DON 3.7%
VTI 2.0%
AVGO 1.7%
SDY 1.7%

2026Q1 买入最多 按季末市值估算

EXXON MOBIL CORP 加仓+$4,725.59万
DFLV 加仓+$1,634.85万
CGIE 新建仓+$1,436.35万
IQLT 加仓+$1,282.70万
CINF 新建仓+$458.82万

2026Q1 卖出最多 按季末市值估算

VEA 减仓-$3,118.92万
IJH 减仓-$1,675.53万
IVV 减仓-$1,436.86万
DON 减仓-$1,396.20万
EFA 减仓-$996.62万

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
HRL HORMEL FOODS CORP $38.76万0.02%17,111 00.0% — 不变
RQI COHEN & STEERS QUALITY INCOM $38.85万0.02%32,239 32,239— $38.85万 新建仓
SCHD SCHWAB STRATEGIC TR $40.02万0.02%13,045 13,045— $40.02万 新建仓
FELC FIDELITY COVINGTON TRUST $40.16万0.02%11,074 11,074— $40.16万 新建仓
JPST J P MORGAN EXCHANGE TRADED F $40.34万0.02%7,970 5737.7% $2.90万 加仓
PSA PUBLIC STORAGE OPER CO $41.69万0.02%1,539 -153-9.0% -$4.14万 减仓
CB CHUBB LTD SWITZ $41.98万0.02%1,288 -266-17.1% -$8.67万 减仓
TDY TELEDYNE TECHNOLOGIES INC $42.05万0.02%695 00.0% — 不变
GWRE GUIDEWIRE SOFTWARE INC $42.13万0.02%2,817 -589-17.3% -$8.81万 减仓
ELAN ELANCO ANIMAL HEALTH INC $42.74万0.02%17,862 1,4648.9% $3.50万 加仓
FTEC FIDELITY COVINGTON TRUST $43.27万0.02%2,080 00.0% — 不变
BSV VANGUARD BD INDEX FDS $43.42万0.02%5,538 -14-0.3% -$1,098 减仓
AESI ATLAS ENERGY SOLUTIONS INC $46.05万0.02%35,098 35,098— $46.05万 新建仓
LIN LINDE PLC $46.34万0.02%935 262.9% $1.29万 加仓
CBAN COLONY BANKCORP INC $46.68万0.02%23,377 23,377— $46.68万 新建仓
IESC IES HOLDINGS INC $47.65万0.02%1,000 00.0% — 不变
VCRB VANGUARD MALVERN FDS $49.68万0.02%6,420 6,420— $49.68万 新建仓
JMOM J P MORGAN EXCHANGE TRADED F $50.40万0.02%7,420 7,420— $50.40万 新建仓
IRM IRON MTN INC DEL $50.60万0.02%4,954 1974.1% $2.01万 加仓
IUSG ISHARES TR $50.83万0.02%3,277 00.0% — 不变
MDLZ MONDELEZ INTL INC $51.35万0.02%8,908 1,67223.1% $9.64万 加仓
SO SOUTHERN CO $53.23万0.02%5,515 -805-12.7% -$7.77万 减仓
VOE VANGUARD INDEX FDS $53.35万0.02%2,895 2,895— $53.35万 新建仓
IXUS ISHARES TR $54.09万0.02%6,244 -138-2.2% -$1.20万 减仓
— DUPONT DE NEMOURS INC $55.17万0.02%12,045 6295.5% $2.88万 加仓
VSGX VANGUARD WORLD FD $55.60万0.02%7,751 00.0% — 不变
Q QNITY ELECTRONICS INC $55.66万0.02%4,824 4,824— $55.66万 新建仓
VB VANGUARD INDEX FDS $57.47万0.03%2,194 -98-4.3% -$2.57万 减仓
— STELLAR BANCORP INC $57.63万0.03%15,742 -970-5.8% -$3.55万 减仓
SLB SLB LIMITED $59.48万0.03%11,574 3,64245.9% $18.72万 加仓
SPYG SPDR SERIES TRUST $60.30万0.03%6,158 150.2% $1,469 加仓
VTWO VANGUARD SCOTTSDALE FDS $60.89万0.03%6,078 -111-1.8% -$1.11万 减仓
FAST FASTENAL CO $63.18万0.03%13,616 -5,733-29.6% -$26.60万 减仓
MOG/A MOOG INC $63.69万0.03%2,176 2,176— $63.69万 新建仓
VRSK VERISK ANALYTICS INC $64.27万0.03%3,387 3,387— $64.27万 新建仓
IWM ISHARES TR $66.76万0.03%2,692 -362-11.9% -$8.98万 减仓
SCHX SCHWAB STRATEGIC TR $67.49万0.03%26,323 26,323— $67.49万 新建仓
LUV SOUTHWEST AIRLS CO $67.52万0.03%17,972 7,44970.8% $27.99万 加仓
IVE ISHARES TR $68.03万0.03%3,222 -38-1.2% -$8,024 减仓
MOO VANECK ETF TRUST $68.23万0.03%8,075 6759.1% $5.70万 加仓
AVEM AMERICAN CENTY ETF TR $69.53万0.03%8,629 8,629— $69.53万 新建仓
ALL ALLSTATE CORP $69.71万0.03%3,362 -290-7.9% -$6.01万 减仓
WFC WELLS FARGO & CO $74.91万0.03%9,410 740.8% $5,891 加仓
TFI SPDR SERIES TRUST $74.96万0.03%16,532 -2,154-11.5% -$9.77万 减仓
ADP AUTOMATIC DATA PROCESSING IN $76.29万0.03%3,755 65721.2% $13.35万 加仓
SUB ISHARES TR $81.20万0.04%7,624 00.0% — 不变
WES WESTERN MIDSTREAM PARTNERS L $81.22万0.04%19,729 7,66163.5% $31.54万 加仓
CW CURTISS WRIGHT CORP $82.90万0.04%1,217 17416.7% $11.85万 加仓
VMC VULCAN MATLS CO $83.60万0.04%3,070 -160-5.0% -$4.36万 减仓
AXP AMERICAN EXPRESS CO $85.03万0.04%2,811 572.1% $1.72万 加仓
IWS ISHARES TR $88.81万0.04%6,094 -77-1.2% -$1.12万 减仓
DGRO ISHARES TR $88.84万0.04%12,659 -1,152-8.3% -$8.08万 减仓
IWP ISHARES TR $89.03万0.04%6,949 -88-1.3% -$1.13万 减仓
IJR ISHARES TR $89.58万0.04%7,206 -1,316-15.4% -$16.36万 减仓
GILD GILEAD SCIENCES INC $90.01万0.04%6,458 -737-10.2% -$10.27万 减仓
IEMG ISHARES INC $90.15万0.04%12,925 12,925— $90.15万 新建仓
OKE ONEOK INC NEW $90.36万0.04%9,997 1,48517.4% $13.42万 加仓
XLK SELECT SECTOR SPDR TR $91.79万0.04%6,907 3,543105.3% $47.08万 加仓
EXP EAGLE MATLS INC $93.27万0.04%4,923 00.0% — 不变
OEF ISHARES TR $93.93万0.04%2,953 00.0% — 不变
FDL FIRST TR EXCHANGE-TRADED FD $95.18万0.04%18,736 -1,804-8.8% -$9.16万 减仓
T AT&T INC $97.62万0.04%33,672 2,5838.3% $7.49万 加仓
CNP CENTERPOINT ENERGY INC $98.76万0.04%22,883 6,40838.9% $27.66万 加仓
LLY ELI LILLY & CO $99.08万0.04%1,077 -1,869-63.4% -$171.95万 减仓
MO ALTRIA GROUP INC $100.02万0.04%15,157 1,95914.8% $12.93万 加仓
DFGX DIMENSIONAL ETF TRUST $101.43万0.05%19,338 19,338— $101.43万 新建仓
NFLX NETFLIX INC. $105.59万0.05%10,982 6,832164.6% $65.69万 加仓
VTV VANGUARD INDEX FDS $106.73万0.05%5,440 1,11825.9% $21.93万 加仓
MGC VANGUARD WORLD FD $108.70万0.05%4,599 4,599— $108.70万 新建仓
VUG VANGUARD INDEX FDS $111.16万0.05%2,545 -12-0.5% -$5,241 减仓
TMO THERMO FISHER SCIENTIFIC INC $111.74万0.05%2,273 94070.5% $46.21万 加仓
— INVESCO EXCH TRADED FD TR II $113.18万0.05%26,067 4,76622.4% $20.69万 加仓
TRGP TARGA RES CORP $113.94万0.05%4,544 1,72661.2% $43.28万 加仓
KKR KKR & CO INC $115.19万0.05%12,453 5,45377.9% $50.44万 加仓
PSX PHILLIPS 66 $119.86万0.05%6,579 1,48929.3% $27.13万 加仓
MPLX MPLX LP $120.42万0.05%21,100 5,15232.3% $29.40万 加仓
TXN TEXAS INSTRS INC $120.54万0.05%6,209 -2,218-26.3% -$43.06万 减仓
SPGI S&P GLOBAL INC $121.64万0.05%2,860 802.9% $3.40万 加仓
IBM INTERNATIONAL BUSINESS MACHS $122.74万0.05%5,064 -1,775-26.0% -$43.02万 减仓
APA APA CORPORATION $123.33万0.05%29,059 00.0% — 不变
QQQI NEOS ETF TRUST $124.37万0.06%25,030 25,030— $124.37万 新建仓
JMUB J P MORGAN EXCHANGE TRADED F $124.52万0.06%24,909 24,909— $124.52万 新建仓
BX BLACKSTONE INC $124.55万0.06%10,832 4,00058.5% $45.99万 加仓
ENB ENBRIDGE INC $124.74万0.06%23,039 10,58785.0% $57.32万 加仓
TJX TJX COS INC NEW $129.84万0.06%8,130 -10,224-55.7% -$163.28万 减仓
NUE NUCOR CORP $135.28万0.06%8,000 00.0% — 不变
SRE SEMPRA $138.61万0.06%14,265 14,265— $138.61万 新建仓
CSX CSX CORP $142.86万0.06%34,801 00.0% — 不变
BRK/A BERKSHIRE HATHAWAY INC DEL $143.63万0.06%2 00.0% — 不变
BND VANGUARD BD INDEX FDS $143.84万0.06%19,533 7,30459.7% $53.79万 加仓
IUSB ISHARES TR $143.94万0.06%31,163 -49-0.2% -$2,263 减仓
MPC MARATHON PETE CORP $146.65万0.07%6,006 961.6% $2.34万 加仓
SSB SOUTHSTATE BK CORP $146.76万0.07%15,862 5533.6% $5.12万 加仓
UBER UBER TECHNOLOGIES INC $147.69万0.07%20,532 -4,956-19.4% -$35.65万 减仓
PYLD PIMCO ETF TR $149.57万0.07%57,089 57,089— $149.57万 新建仓
VLO VALERO ENERGY CORP $150.54万0.07%6,093 961.6% $2.37万 加仓
TSLA TESLA INC $150.86万0.07%4,058 -24-0.6% -$8,922 减仓
FITB FIFTH THIRD BANCORP $153.90万0.07%33,126 33,126— $153.90万 新建仓
WMT WALMART INC $155.11万0.07%12,481 -1,596-11.3% -$19.83万 减仓
ANET ARISTA NETWORKS INC $158.79万0.07%12,933 -189-1.4% -$2.32万 减仓