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
STRL STERLING INFRASTRUCTURE INC $00.00%0 -19,196-100.0% -$587.84万 清仓
EFX EQUIFAX INC $00.00%0 -9,100-100.0% -$197.46万 清仓
GIS GENERAL MLS INC $00.00%0 -25,298-100.0% -$117.63万 清仓
— CADENCE BANK $00.00%0 -21,830-100.0% -$93.52万 清仓
RSG REPUBLIC SVCS INC $00.00%0 -3,592-100.0% -$76.13万 清仓
AJG GALLAGHER ARTHUR J & CO $00.00%0 -2,617-100.0% -$67.73万 清仓
CLMT CALUMET INC $00.00%0 -25,889-100.0% -$51.44万 清仓
STX SEAGATE TECHNOLOGY HLDNGS PL $00.00%0 -1,620-100.0% -$44.61万 清仓
IWV ISHARES TR $00.00%0 —— — 申报中断
STXF EA SERIES TRUST $00.00%0 -8,690-100.0% -$38.31万 清仓
LNT ALLIANT ENERGY CORP $00.00%0 -5,880-100.0% -$38.23万 清仓
MGK VANGUARD WORLD FD $00.00%0 -911-100.0% -$37.59万 清仓
— DIMENSIONAL ETF TRUST $00.00%0 -5,020-100.0% -$29.89万 清仓
INTU INTUIT $00.00%0 -379-100.0% -$25.11万 清仓
TRV TRAVELERS COMPANIES INC $00.00%0 -800-100.0% -$23.20万 清仓
TEL TE CONNECTIVITY PLC $00.00%0 -1,017-100.0% -$23.14万 清仓
MAIN MAIN STR CAP CORP $00.00%0 -3,754-100.0% -$22.67万 清仓
CPT CAMDEN PPTY TR $00.00%0 —— — 申报中断
IVW ISHARES TR $00.00%0 —— — 申报中断
VHT VANGUARD WORLD FD $00.00%0 —— — 申报中断
STZ CONSTELLATION BRANDS INC $00.00%0 -1,467-100.0% -$20.24万 清仓
— SERINA THERAPEUTICS INC $00.00%0 -18,800-100.0% -$3.60万 清仓
NAK NORTHERN DYNASTY MINERALS LT $3.71万0.00%26,500 26,500— $3.71万 新建仓
— EXXON MOBIL CORP 看涨期权 $5.09万0.00%300 300— $5.09万 新建仓
AGNC AGNC INVT CORP $12.07万0.01%12,031 12,031— $12.07万 新建仓
XIFR XPLR INFRASTRUCTURE LP $13.81万0.01%13,001 13,001— $13.81万 新建仓
REI RING ENERGY INC $14.12万0.01%92,272 00.0% — 不变
SHOP SHOPIFY INC $20.17万0.01%1,700 18712.4% $2.22万 加仓
POWL POWELL INDS INC $20.18万0.01%373 373— $20.18万 新建仓
RWL INVESCO EXCH TRADED FD TR II $20.67万0.01%1,799 1,799— $20.67万 新建仓
RSP INVESCO EXCHANGE TRADED FD T $20.77万0.01%1,082 1,082— $20.77万 新建仓
PAYX PAYCHEX INC $21.24万0.01%2,306 -94-3.9% -$8,659 减仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $21.25万0.01%1,076 767.6% $1.50万 加仓
XLF SELECT SECTOR SPDR TR $21.54万0.01%4,363 00.0% — 不变
AFL AFLAC INC $21.70万0.01%1,978 1,978— $21.70万 新建仓
URA GLOBAL X FDS $22.01万0.01%4,545 4,545— $22.01万 新建仓
MMM 3M CO $22.29万0.01%1,535 221.5% $3,195 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $22.44万0.01%664 -287-30.2% -$9.70万 减仓
SAP SAP SE $22.45万0.01%1,311 -7-0.5% -$1,198 减仓
MTUM ISHARES TR $22.61万0.01%942 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $22.64万0.01%1,727 -165-8.7% -$2.16万 重新持有
RSPH INVESCO EXCHANGE TRADED FD T $22.98万0.01%7,611 7,611— $22.98万 新建仓
XLE SELECT SECTOR SPDR TR $23.13万0.01%3,776 3,776— $23.13万 新建仓
SMH VANECK ETF TRUST $23.23万0.01%606 00.0% — 不变
SCHF SCHWAB STRATEGIC TR $23.39万0.01%9,452 -311-3.2% -$7,697 减仓
SHM SPDR SERIES TRUST $23.48万0.01%4,909 00.0% — 不变
MUB ISHARES TR $23.80万0.01%2,242 1155.4% $1.22万 加仓
VOOG VANGUARD ADMIRAL FDS INC $24.79万0.01%608 10019.7% $4.08万 加仓
CEG CONSTELLATION ENERGY CORP $24.97万0.01%894 00.0% — 不变
SPYM SPDR SERIES TRUST $25.38万0.01%3,316 2608.5% $1.99万 加仓
VBK VANGUARD INDEX FDS $25.42万0.01%841 121.4% $3,627 加仓
MINT PIMCO ETF TR $25.84万0.01%2,569 -97-3.6% -$9,755 减仓
FNDX SCHWAB STRATEGIC TR $25.86万0.01%9,286 9,286— $25.86万 新建仓
JCPB J P MORGAN EXCHANGE TRADED F $25.95万0.01%5,511 -336-5.7% -$1.58万 减仓
QEFA SPDR INDEX SHS FDS $25.97万0.01%2,784 00.0% — 不变
DOW DOW HLDGS INC $26.31万0.01%6,317 -2,325-26.9% -$9.68万 减仓
IWN ISHARES TR $26.45万0.01%1,395 -390-21.8% -$7.39万 减仓
SCZ ISHARES TR $27.24万0.01%3,475 -249-6.7% -$1.95万 减仓
ICF ISHARES TR $27.29万0.01%4,410 00.0% — 不变
IBOC INTERNATIONAL BANCSHARES COR $27.43万0.01%4,077 00.0% — 不变
NVS NOVARTIS AG $27.56万0.01%1,804 1,804— $27.56万 新建仓
DE DEERE & CO $27.70万0.01%492 -295-37.5% -$16.61万 减仓
FANG DIAMONDBACK ENERGY INC $28.22万0.01%1,427 1,427— $28.22万 新建仓
GEV GE VERNOVA INC $28.55万0.01%327 327— $28.55万 新建仓
ESML ISHARES TR $28.86万0.01%6,137 00.0% — 不变
ITOT ISHARES TR $29.20万0.01%2,050 844.3% $1.20万 加仓
AON AON PLC $29.44万0.01%912 00.0% — 不变
AVUS AMERICAN CENTY ETF TR $30.39万0.01%2,733 -2,833-50.9% -$31.50万 减仓
IWO ISHARES TR $30.41万0.01%969 -1,350-58.2% -$42.36万 减仓
IBIT ISHARES BITCOIN TRUST ETF $30.68万0.01%7,985 7,985— $30.68万 新建仓
CVS CVS HEALTH CORP $30.69万0.01%4,273 4,273— $30.69万 新建仓
VNQ VANGUARD INDEX FDS $30.75万0.01%3,467 00.0% — 不变
VGK VANGUARD INTL EQUITY INDEX F $31.35万0.01%3,803 55016.9% $4.53万 加仓
TTE TOTALENERGIES SE $31.42万0.01%3,454 2788.8% $2.53万 加仓
PLTR PALANTIR TECHNOLOGIES INC $31.87万0.01%2,179 -1,022-31.9% -$14.95万 减仓
FDMO FIDELITY COVINGTON TRUST $32.04万0.01%4,000 00.0% — 不变
NEM NEWMONT CORP $32.20万0.01%2,975 2,975— $32.20万 新建仓
SLV ISHARES SILVER TR $32.27万0.01%4,736 76419.2% $5.21万 加仓
BMY BRISTOL-MYERS SQUIBB CO $32.30万0.01%5,325 5,325— $32.30万 新建仓
PYPL PAYPAL HLDGS INC $32.34万0.01%7,151 -31,615-81.6% -$142.99万 减仓
ETN EATON CORP PLC $32.37万0.01%905 -1,638-64.4% -$58.59万 减仓
DIS DISNEY WALT CO $32.88万0.01%3,412 3,412— $32.88万 新建仓
SPDW SPDR INDEX SHS FDS $33.23万0.01%7,278 4737.0% $2.16万 加仓
D DOMINION ENERGY INC $33.55万0.01%5,426 -530-8.9% -$3.28万 减仓
SBUX STARBUCKS CORP $33.94万0.02%3,789 -1,475-28.0% -$13.21万 减仓
ARKQ ARK ETF TR $34.58万0.02%3,075 3,075— $34.58万 新建仓
WM WASTE MGMT INC DEL $35.18万0.02%1,531 -2,817-64.8% -$64.73万 减仓
CMCSA COMCAST CORP NEW $35.40万0.02%12,330 -4,667-27.5% -$13.40万 减仓
BNY BANK NEW YORK MELLON CORP $35.51万0.02%2,993 -247-7.6% -$2.93万 减仓
TGT TARGET CORP $35.53万0.02%2,931 -381-11.5% -$4.62万 减仓
VG VENTURE GLOBAL INC $35.55万0.02%22,560 8,01055.1% $12.62万 加仓
VGT VANGUARD WORLD FD $36.01万0.02%516 112.2% $7,677 加仓
SHEL SHELL PLC $36.77万0.02%3,953 1,01934.7% $9.48万 加仓
FDX FEDEX CORP $37.61万0.02%1,056 1,056— $37.61万 新建仓
IAG IAMGOLD CORP $37.64万0.02%20,000 00.0% — 不变
IJK ISHARES TR $37.80万0.02%3,757 -37-1.0% -$3,723 减仓
GDX VANECK ETF TRUST $37.89万0.02%4,129 4,129— $37.89万 新建仓
PLTR PALANTIR TECHNOLOGIES INC 看涨期权 $38.03万0.02%2,600 2,600— $38.03万 新建仓
BA BOEING CO $38.08万0.02%1,913 57743.2% $11.49万 加仓
NOC NORTHROP GRUMMAN CORP $38.17万0.02%559 9119.4% $6.21万 加仓