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
IDMO INVESCO EXCH TRADED FD TR II $158.83万0.07%28,963 28,963— $158.83万 新建仓
CQP CHENIERE ENERGY PARTNERS L P $161.57万0.07%25,000 00.0% — 不变
DFSD DIMENSIONAL ETF TRUST $162.65万0.07%33,970 33,970— $162.65万 新建仓
IWR ISHARES TR $176.42万0.08%18,145 3,88527.2% $37.77万 加仓
IEFA ISHARES TR $176.73万0.08%19,522 17,271767.3% $156.35万 加仓
BDX BECTON DICKINSON & CO $178.87万0.08%11,376 -2,113-15.7% -$33.22万 减仓
PG PROCTER & GAMBLE CO $182.04万0.08%12,603 -84-0.7% -$1.21万 减仓
CAT CATERPILLAR INC $186.14万0.08%2,627 1,09471.4% $77.52万 加仓
GLD SPDR GOLD TR $191.13万0.09%4,442 1,94177.6% $83.52万 加仓
VEEV VEEVA SYS INC $203.84万0.09%11,604 -1,603-12.1% -$28.16万 减仓
KEX KIRBY CORP $205.80万0.09%15,488 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE IN $213.75万0.10%13,591 -1,101-7.5% -$17.32万 减仓
MDYG SPDR SERIES TRUST $215.32万0.10%22,438 -8,225-26.8% -$78.93万 减仓
A AGILENT TECHNOLOGIES INC $215.97万0.10%18,948 -4,349-18.7% -$49.57万 减仓
HD HOME DEPOT INC $218.56万0.10%6,645 3806.1% $12.50万 加仓
NOW SERVICENOW INC $220.95万0.10%21,133 1290.6% $1.35万 加仓
HBAN HUNTINGTON BANCSHARES INC $223.89万0.10%143,060 143,060— $223.89万 新建仓
VOT VANGUARD INDEX FDS $227.34万0.10%8,834 8,834— $227.34万 新建仓
SUN SUNOCO LP/SUNOCO FIN CORP $227.77万0.10%35,058 20,318137.8% $132.01万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $240.41万0.11%5,017 811.6% $3.88万 加仓
VO VANGUARD INDEX FDS $244.83万0.11%8,525 -226-2.6% -$6.49万 减仓
FFIV F5 INC $247.75万0.11%8,563 -2,303-21.2% -$66.63万 减仓
CRM SALESFORCE INC $252.58万0.11%13,531 -3,829-22.1% -$71.48万 减仓
VCSH VANGUARD SCOTTSDALE FDS $254.48万0.11%32,103 -958-2.9% -$7.59万 减仓
COP CONOCOPHILLIPS $256.63万0.11%19,442 8,44176.7% $111.42万 加仓
QQQ INVESCO QQQ TR $260.85万0.12%4,519 -3,589-44.3% -$207.16万 减仓
WAT WATERS CORP $261.94万0.12%8,796 -558-6.0% -$16.62万 减仓
FELG FIDELITY COVINGTON TRUST $268.69万0.12%71,671 71,671— $268.69万 新建仓
— COTERRA ENERGY INC $268.88万0.12%76,518 76,518— $268.88万 新建仓
CI THE CIGNA GROUP $276.83万0.12%10,378 -1,921-15.6% -$51.24万 减仓
ECL ECOLAB INC $283.14万0.13%10,643 -2,889-21.3% -$76.86万 减仓
ET ENERGY TRANSFER L P $298.55万0.13%154,688 74,06291.9% $142.94万 加仓
VBR VANGUARD INDEX FDS $307.06万0.14%14,134 -1,027-6.8% -$22.31万 减仓
GE GE AEROSPACE $316.19万0.14%11,143 -2,646-19.2% -$75.08万 减仓
SCHG SCHWAB STRATEGIC TR $326.15万0.15%111,965 -24,818-18.1% -$72.29万 减仓
MRVL MARVELL TECHNOLOGY INC $330.56万0.15%33,373 -9,028-21.3% -$89.42万 减仓
SCHW SCHWAB CHARLES CORP $336.82万0.15%35,840 -10,264-22.3% -$96.46万 减仓
NKE NIKE INC $342.14万0.15%64,774 -16,862-20.7% -$89.07万 减仓
VOO VANGUARD INDEX FDS $343.18万0.15%5,743 1,05522.5% $63.04万 加仓
LH LABCORP HOLDINGS INC $344.15万0.15%12,899 -2,841-18.0% -$75.80万 减仓
VWO VANGUARD INTL EQUITY INDEX F $345.14万0.15%63,856 -1,006-1.6% -$5.44万 减仓
O REALTY INCOME CORP $349.42万0.16%57,113 -7,649-11.8% -$46.80万 减仓
AMD ADVANCED MICRO DEVICES INC $349.53万0.16%17,182 -4,306-20.0% -$87.60万 减仓
YUM YUM BRANDS INC $353.96万0.16%22,766 -4,825-17.5% -$75.02万 减仓
UNP UNION PAC CORP $355.44万0.16%14,650 -3,820-20.7% -$92.68万 减仓
UNH UNITEDHEALTH GROUP INC $356.53万0.16%13,176 -1,292-8.9% -$34.96万 减仓
EMR EMERSON ELEC CO $358.40万0.16%27,355 -9,609-26.0% -$125.90万 减仓
KIM KIMCO REALTY CORP $361.15万0.16%160,727 128,019391.4% $287.66万 加仓
GD GENERAL DYNAMICS CORP $376.82万0.17%10,979 -3,464-24.0% -$118.89万 减仓
DLN WISDOMTREE TR $377.94万0.17%42,308 -3,993-8.6% -$35.67万 减仓
VIG VANGUARD SPECIALIZED FUNDS $379.77万0.17%17,659 2,38215.6% $51.23万 加仓
VONG VANGUARD SCOTTSDALE FDS $381.49万0.17%34,779 -3,751-9.7% -$41.14万 减仓
FIS FIDELITY NATL INFORMATION SV $382.98万0.17%81,640 -12,532-13.3% -$58.79万 减仓
— DIMENSIONAL ETF TRUST $388.11万0.17%54,564 29,353116.4% $208.79万 加仓
PHO INVESCO EXCHANGE TRADED FD T $390.52万0.17%58,408 2,8555.1% $19.09万 加仓
LOW LOWES COS INC $397.92万0.18%16,841 -3,739-18.2% -$88.35万 减仓
COF CAPITAL ONE FINL CORP $406.25万0.18%22,269 -5,003-18.3% -$91.27万 减仓
BKNG BOOKING HOLDINGS INC $410.34万0.18%975 -167-14.6% -$70.28万 减仓
IWB ISHARES TR $428.53万0.19%12,018 -469-3.8% -$16.72万 减仓
CCI CROWN CASTLE INC $433.92万0.19%53,367 -10,837-16.9% -$88.11万 减仓
CME CME GROUP INC $435.36万0.19%14,740 -2,701-15.5% -$79.78万 减仓
PANW PALO ALTO NETWORKS INC $439.69万0.20%27,426 -9,193-25.1% -$147.38万 减仓
CINF CINCINNATI FINL CORP $458.82万0.20%29,159 29,159— $458.82万 新建仓
UPS UNITED PARCEL SVCS INC $469.56万0.21%47,730 -8,395-15.0% -$82.59万 减仓
VXUS VANGUARD STAR FDS $483.84万0.22%62,747 -7,349-10.5% -$56.67万 减仓
JQUA J P MORGAN EXCHANGE TRADED F $485.85万0.22%79,231 3,4814.6% $21.35万 加仓
SYK STRYKER CORPORATION $487.02万0.22%14,822 -1,975-11.8% -$64.89万 减仓
DFAE DIMENSIONAL ETF TRUST $496.01万0.22%146,488 4,8543.4% $16.44万 加仓
AWK AMERICAN WTR WKS CO INC NEW $508.67万0.23%37,377 -7,529-16.8% -$102.46万 减仓
GSSC GOLDMAN SACHS ETF TR $519.70万0.23%69,714 5,5528.7% $41.39万 加仓
KO COCA COLA CO $520.61万0.23%68,456 45,472197.8% $345.81万 加仓
DGRS WISDOMTREE TR $533.25万0.24%100,693 -16,484-14.1% -$87.30万 减仓
LNG CHENIERE ENERGY INC $535.12万0.24%18,858 -4,788-20.2% -$135.87万 减仓
APD AIR PRODUCTS AND CHEMICALS I $537.09万0.24%18,489 -4,226-18.6% -$122.76万 减仓
COST COSTCO WHOLESALE CORPORATION $566.10万0.25%5,681 -1,001-15.0% -$99.75万 减仓
ACN ACCENTURE PLC IRELAND $572.06万0.25%28,850 -6,129-17.5% -$121.53万 减仓
VTHR VANGUARD SCOTTSDALE FDS $574.24万0.26%19,968 -3,110-13.5% -$89.44万 减仓
MDT MEDTRONIC PLC $574.32万0.26%66,281 -18,894-22.2% -$163.72万 减仓
TFC TRUIST FINL CORP $579.51万0.26%126,062 -31,227-19.9% -$143.55万 减仓
CTVA CORTEVA INC $581.63万0.26%69,482 -15,586-18.3% -$130.47万 减仓
VYMI VANGUARD WHITEHALL FDS $591.30万0.26%62,744 -14,685-19.0% -$138.39万 减仓
OXY OCCIDENTAL PETE CORP $595.33万0.26%91,590 500.1% $3,250 加仓
PFE PFIZER INC $601.74万0.27%214,294 -43,032-16.7% -$120.83万 减仓
IWD ISHARES TR $606.83万0.27%28,400 -1,978-6.5% -$42.26万 减仓
ORCL ORACLE CORP $612.37万0.27%41,627 -2,795-6.3% -$41.12万 减仓
AGG ISHARES TR $623.64万0.28%62,822 -434-0.7% -$4.31万 减仓
JHMM JOHN HANCOCK EXCHANGE TRADED $631.74万0.28%94,122 3,8374.2% $25.75万 加仓
EEM ISHARES TR $640.46万0.28%112,777 -19,537-14.8% -$110.95万 减仓
MS MORGAN STANLEY $643.81万0.29%39,121 -10,267-20.8% -$168.96万 减仓
VTEB VANGUARD MUN BD FDS $646.11万0.29%129,507 60,05686.5% $299.62万 加仓
MDY STATE STR SPDR S&P MIDCAP 40 $660.84万0.29%10,715 -574-5.1% -$35.40万 减仓
IWF ISHARES TR $688.71万0.31%16,152 -1,555-8.8% -$66.30万 减仓
MET METLIFE INC $705.25万0.31%99,725 -25,708-20.5% -$181.81万 减仓
JPEM J P MORGAN EXCHANGE TRADED F $720.76万0.32%116,015 -20,557-15.1% -$127.71万 减仓
PAGP PLAINS GP HLDGS L P $742.71万0.33%305,895 -63,834-17.3% -$154.99万 减仓
SPY STATE STR SPDR S&P 500 ETF T $751.39万0.33%11,554 -1,952-14.5% -$126.94万 减仓
— HONEYWELL INTL INC $757.74万0.34%33,524 -8,592-20.4% -$194.20万 减仓
META META PLATFORMS INC $758.99万0.34%13,266 -4,320-24.6% -$247.16万 减仓
PEP PEPSICO INC $783.42万0.35%50,449 -11,146-18.1% -$173.09万 减仓
MA MASTERCARD INCORPORATED $787.75万0.35%15,766 -2,139-11.9% -$106.88万 减仓