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 |
|---|---|---|---|---|---|---|---|---|
| CINF | CINCINNATI FINL CORP | $0 | 0.00% | 0 | -29,159 | -100.0% | -$458.82万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -64,774 | -100.0% | -$342.14万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -76,518 | -100.0% | -$268.88万 | 清仓 |
| DFSD | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -33,970 | -100.0% | -$162.65万 | 清仓 |
| FITB | FIFTH THIRD BANCORP | $0 | 0.00% | 0 | -33,126 | -100.0% | -$153.90万 | 清仓 |
| SRE | SEMPRA | $0 | 0.00% | 0 | -14,265 | -100.0% | -$138.61万 | 清仓 |
| QQQI | NEOS ETF TRUST | $0 | 0.00% | 0 | -25,030 | -100.0% | -$124.37万 | 清仓 |
| DFGX | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -19,338 | -100.0% | -$101.43万 | 清仓 |
| SCHX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -26,323 | -100.0% | -$67.49万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -3,387 | -100.0% | -$64.27万 | 清仓 |
| MOG/A | MOOG INC | $0 | 0.00% | 0 | -2,176 | -100.0% | -$63.69万 | 清仓 |
| — | STELLAR BANCORP INC | $0 | 0.00% | 0 | -15,742 | -100.0% | -$57.63万 | 清仓 |
| CBAN | COLONY BANKCORP INC | $0 | 0.00% | 0 | -23,377 | -100.0% | -$46.68万 | 清仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $0 | 0.00% | 0 | -35,098 | -100.0% | -$46.05万 | 清仓 |
| FELC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -11,074 | -100.0% | -$40.16万 | 清仓 |
| SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -13,045 | -100.0% | -$40.02万 | 清仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $0 | 0.00% | 0 | -32,239 | -100.0% | -$38.85万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看涨期权 | $0 | 0.00% | 0 | -2,600 | -100.0% | -$38.03万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -4,129 | -100.0% | -$37.89万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -1,056 | -100.0% | -$37.61万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -3,412 | -100.0% | -$32.88万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -7,151 | -100.0% | -$32.34万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -5,325 | -100.0% | -$32.30万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -4,736 | -100.0% | -$32.27万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -2,975 | -100.0% | -$32.20万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,179 | -100.0% | -$31.87万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -4,273 | -100.0% | -$30.69万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -1,427 | -100.0% | -$28.22万 | 清仓 |
| NVS | NOVARTIS AG | $0 | 0.00% | 0 | -1,804 | -100.0% | -$27.56万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -6,317 | -100.0% | -$26.31万 | 清仓 |
| FNDX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -9,286 | -100.0% | -$25.86万 | 清仓 |
| MINT | PIMCO ETF TR | $0 | 0.00% | 0 | -2,569 | -100.0% | -$25.84万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,776 | -100.0% | -$23.13万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $0 | 0.00% | 0 | -664 | -100.0% | -$22.44万 | 清仓 |
| URA | GLOBAL X FDS | $0 | 0.00% | 0 | -4,545 | -100.0% | -$22.01万 | 清仓 |
| AFL | AFLAC INC | $0 | 0.00% | 0 | -1,978 | -100.0% | -$21.70万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -2,306 | -100.0% | -$21.24万 | 清仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -1,799 | -100.0% | -$20.67万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,700 | -100.0% | -$20.17万 | 清仓 |
| XIFR | XPLR INFRASTRUCTURE LP | $0 | 0.00% | 0 | -13,001 | -100.0% | -$13.81万 | 清仓 |
| AGNC | AGNC INVT CORP | $0 | 0.00% | 0 | -12,031 | -100.0% | -$12.07万 | 清仓 |
| — | EXXON MOBIL CORP 看涨期权 | $0 | 0.00% | 0 | -300 | -100.0% | -$5.09万 | 清仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $0 | 0.00% | 0 | -26,500 | -100.0% | -$3.71万 | 清仓 |
| REI | RING ENERGY INC | $9.97万 | 0.00% | 92,272 | 0 | 0.0% | — | 不变 |
| VG | VENTURE GLOBAL INC | $16.19万 | 0.01% | 14,550 | -8,010 | -35.5% | -$8.92万 | 减仓 |
| VHT | VANGUARD WORLD FD | $20.03万 | 0.01% | 670 | -44 | -6.2% | -$1.32万 | 重新持有 |
| SAP | SAP SE | $20.20万 | 0.01% | 1,311 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $20.21万 | 0.01% | 474 | -588 | -55.4% | -$25.07万 | 重新持有 |
| ATI | ATI INC | $20.54万 | 0.01% | 1,042 | 1,042 | — | $20.54万 | 新建仓 |
| PPG | PPG INDS INC | $21.20万 | 0.01% | 1,748 | 1,748 | — | $21.20万 | 新建仓 |
| IUSV | ISHARES TR | $21.31万 | 0.01% | 1,935 | 1,935 | — | $21.31万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $21.84万 | 0.01% | 110 | 110 | — | $21.84万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $22.00万 | 0.01% | 1,034 | -48 | -4.4% | -$1.02万 | 减仓 |
| CPT | CAMDEN PPTY TR | $22.02万 | 0.01% | 1,923 | -123 | -6.0% | -$1.41万 | 重新持有 |
| CEG | CONSTELLATION ENERGY CORP | $22.21万 | 0.01% | 894 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $22.58万 | 0.01% | 2,990 | 2,990 | — | $22.58万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $23.03万 | 0.01% | 452 | -107 | -19.1% | -$5.45万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $23.26万 | 0.01% | 1,700 | -27 | -1.6% | -$3,694 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $23.39万 | 0.01% | 4,363 | 0 | 0.0% | — | 不变 |
| SHM | SPDR SERIES TRUST | $23.55万 | 0.01% | 4,909 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $23.59万 | 0.01% | 1,715 | 0 | 0.0% | — | 重新持有 |
| MMM | 3M CO | $24.01万 | 0.01% | 1,483 | -52 | -3.4% | -$8,419 | 减仓 |
| MUB | ISHARES TR | $24.03万 | 0.01% | 2,233 | -9 | -0.4% | -$969 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $24.94万 | 0.01% | 9,005 | -447 | -4.7% | -$1.24万 | 减仓 |
| SCZ | ISHARES TR | $25.05万 | 0.01% | 3,044 | -431 | -12.4% | -$3.55万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $25.18万 | 0.01% | 3,048 | -600 | -16.4% | -$4.96万 | 减仓 |
| SHEL | SHELL PLC | $25.35万 | 0.01% | 3,269 | -684 | -17.3% | -$5.30万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $25.78万 | 0.01% | 10,503 | -1,827 | -14.8% | -$4.49万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $25.87万 | 0.01% | 5,511 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $25.99万 | 0.01% | 2,625 | -60,197 | -95.8% | -$595.90万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $26.50万 | 0.01% | 1,060 | -16 | -1.5% | -$4,000 | 减仓 |
| QEFA | SPDR INDEX SHS FDS | $26.73万 | 0.01% | 2,784 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $26.86万 | 0.01% | 3,056 | -260 | -7.8% | -$2.28万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $26.95万 | 0.01% | 8,097 | 112 | 1.4% | $3,728 | 加仓 |
| BHE | BENCHMARK ELECTRS INC | $27.76万 | 0.01% | 2,813 | 2,813 | — | $27.76万 | 新建仓 |
| TTE | TOTALENERGIES SE | $28.13万 | 0.01% | 3,618 | 164 | 4.7% | $1.28万 | 加仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $28.65万 | 0.01% | 8,631 | 1,020 | 13.4% | $3.39万 | 加仓 |
| BA | BOEING CO | $28.93万 | 0.01% | 1,336 | -577 | -30.2% | -$12.49万 | 减仓 |
| DE | DEERE & CO | $29.73万 | 0.01% | 469 | -23 | -4.7% | -$1.46万 | 减仓 |
| ICF | ISHARES TR | $29.82万 | 0.01% | 4,410 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $29.84万 | 0.01% | 254 | -73 | -22.3% | -$8.58万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $30.32万 | 0.01% | 829 | -12 | -1.4% | -$4,388 | 减仓 |
| ITOT | ISHARES TR | $30.79万 | 0.01% | 1,874 | -176 | -8.6% | -$2.89万 | 减仓 |
| IWN | ISHARES TR | $30.86万 | 0.01% | 1,395 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC | $30.89万 | 0.01% | 12,553 | -5,309 | -29.7% | -$13.07万 | 减仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $30.96万 | 0.01% | 4,077 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $31.37万 | 0.01% | 6,748 | -4,826 | -41.7% | -$22.44万 | 减仓 |
| SEZL | SEZZLE INC | $31.58万 | 0.01% | 1,840 | 1,840 | — | $31.58万 | 新建仓 |
| IAG | IAMGOLD CORP | $31.68万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $31.72万 | 0.01% | 6,889 | 6,889 | — | $31.72万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $31.89万 | 0.01% | 1,431 | -100 | -6.5% | -$2.23万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $31.92万 | 0.01% | 3,606 | -197 | -5.2% | -$1.74万 | 减仓 |
| POWL | POWELL INDS INC | $32.04万 | 0.01% | 1,119 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $32.13万 | 0.01% | 3,888 | -5,522 | -58.7% | -$45.63万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $32.17万 | 0.01% | 13,725 | 13,725 | — | $32.17万 | 新建仓 |
| MTUM | ISHARES TR | $32.29万 | 0.01% | 942 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $33.43万 | 0.01% | 3,467 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $33.57万 | 0.01% | 6,662 | -616 | -8.5% | -$3.10万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $33.73万 | 0.01% | 5,548 | 5,548 | — | $33.73万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $34.66万 | 0.02% | 2,817 | 0 | 0.0% | — | 不变 |