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
IWB ISHARES TR $428.53万0.19%12,018 -469-3.8% -$16.72万 减仓
BKNG BOOKING HOLDINGS INC $410.34万0.18%975 -167-14.6% -$70.28万 减仓
COF CAPITAL ONE FINL CORP $406.25万0.18%22,269 -5,003-18.3% -$91.27万 减仓
LOW LOWES COS INC $397.92万0.18%16,841 -3,739-18.2% -$88.35万 减仓
PHO INVESCO EXCHANGE TRADED FD T $390.52万0.17%58,408 2,8555.1% $19.09万 加仓
— DIMENSIONAL ETF TRUST $388.11万0.17%54,564 29,353116.4% $208.79万 加仓
FIS FIDELITY NATL INFORMATION SV $382.98万0.17%81,640 -12,532-13.3% -$58.79万 减仓
VONG VANGUARD SCOTTSDALE FDS $381.49万0.17%34,779 -3,751-9.7% -$41.14万 减仓
VIG VANGUARD SPECIALIZED FUNDS $379.77万0.17%17,659 2,38215.6% $51.23万 加仓
DLN WISDOMTREE TR $377.94万0.17%42,308 -3,993-8.6% -$35.67万 减仓
GD GENERAL DYNAMICS CORP $376.82万0.17%10,979 -3,464-24.0% -$118.89万 减仓
KIM KIMCO REALTY CORP $361.15万0.16%160,727 128,019391.4% $287.66万 加仓
EMR EMERSON ELEC CO $358.40万0.16%27,355 -9,609-26.0% -$125.90万 减仓
UNH UNITEDHEALTH GROUP INC $356.53万0.16%13,176 -1,292-8.9% -$34.96万 减仓
UNP UNION PAC CORP $355.44万0.16%14,650 -3,820-20.7% -$92.68万 减仓
YUM YUM BRANDS INC $353.96万0.16%22,766 -4,825-17.5% -$75.02万 减仓
AMD ADVANCED MICRO DEVICES INC $349.53万0.16%17,182 -4,306-20.0% -$87.60万 减仓
O REALTY INCOME CORP $349.42万0.16%57,113 -7,649-11.8% -$46.80万 减仓
VWO VANGUARD INTL EQUITY INDEX F $345.14万0.15%63,856 -1,006-1.6% -$5.44万 减仓
LH LABCORP HOLDINGS INC $344.15万0.15%12,899 -2,841-18.0% -$75.80万 减仓
VOO VANGUARD INDEX FDS $343.18万0.15%5,743 1,05522.5% $63.04万 加仓
NKE NIKE INC $342.14万0.15%64,774 -16,862-20.7% -$89.07万 减仓
SCHW SCHWAB CHARLES CORP $336.82万0.15%35,840 -10,264-22.3% -$96.46万 减仓
MRVL MARVELL TECHNOLOGY INC $330.56万0.15%33,373 -9,028-21.3% -$89.42万 减仓
SCHG SCHWAB STRATEGIC TR $326.15万0.15%111,965 -24,818-18.1% -$72.29万 减仓
GE GE AEROSPACE $316.19万0.14%11,143 -2,646-19.2% -$75.08万 减仓
VBR VANGUARD INDEX FDS $307.06万0.14%14,134 -1,027-6.8% -$22.31万 减仓
ET ENERGY TRANSFER L P $298.55万0.13%154,688 74,06291.9% $142.94万 加仓
ECL ECOLAB INC $283.14万0.13%10,643 -2,889-21.3% -$76.86万 减仓
CI THE CIGNA GROUP $276.83万0.12%10,378 -1,921-15.6% -$51.24万 减仓
— COTERRA ENERGY INC $268.88万0.12%76,518 76,518— $268.88万 新建仓
FELG FIDELITY COVINGTON TRUST $268.69万0.12%71,671 71,671— $268.69万 新建仓
WAT WATERS CORP $261.94万0.12%8,796 -558-6.0% -$16.62万 减仓
QQQ INVESCO QQQ TR $260.85万0.12%4,519 -3,589-44.3% -$207.16万 减仓
COP CONOCOPHILLIPS $256.63万0.11%19,442 8,44176.7% $111.42万 加仓
VCSH VANGUARD SCOTTSDALE FDS $254.48万0.11%32,103 -958-2.9% -$7.59万 减仓
CRM SALESFORCE INC $252.58万0.11%13,531 -3,829-22.1% -$71.48万 减仓
FFIV F5 INC $247.75万0.11%8,563 -2,303-21.2% -$66.63万 减仓
VO VANGUARD INDEX FDS $244.83万0.11%8,525 -226-2.6% -$6.49万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $240.41万0.11%5,017 811.6% $3.88万 加仓
SUN SUNOCO LP/SUNOCO FIN CORP $227.77万0.10%35,058 20,318137.8% $132.01万 加仓
VOT VANGUARD INDEX FDS $227.34万0.10%8,834 8,834— $227.34万 新建仓
HBAN HUNTINGTON BANCSHARES INC $223.89万0.10%143,060 143,060— $223.89万 新建仓
NOW SERVICENOW INC $220.95万0.10%21,133 1290.6% $1.35万 加仓
HD HOME DEPOT INC $218.56万0.10%6,645 3806.1% $12.50万 加仓
A AGILENT TECHNOLOGIES INC $215.97万0.10%18,948 -4,349-18.7% -$49.57万 减仓
MDYG SPDR SERIES TRUST $215.32万0.10%22,438 -8,225-26.8% -$78.93万 减仓
ICE INTERCONTINENTAL EXCHANGE IN $213.75万0.10%13,591 -1,101-7.5% -$17.32万 减仓
KEX KIRBY CORP $205.80万0.09%15,488 00.0% — 不变
VEEV VEEVA SYS INC $203.84万0.09%11,604 -1,603-12.1% -$28.16万 减仓
GLD SPDR GOLD TR $191.13万0.09%4,442 1,94177.6% $83.52万 加仓
CAT CATERPILLAR INC $186.14万0.08%2,627 1,09471.4% $77.52万 加仓
PG PROCTER & GAMBLE CO $182.04万0.08%12,603 -84-0.7% -$1.21万 减仓
BDX BECTON DICKINSON & CO $178.87万0.08%11,376 -2,113-15.7% -$33.22万 减仓
IEFA ISHARES TR $176.73万0.08%19,522 17,271767.3% $156.35万 加仓
IWR ISHARES TR $176.42万0.08%18,145 3,88527.2% $37.77万 加仓
DFSD DIMENSIONAL ETF TRUST $162.65万0.07%33,970 33,970— $162.65万 新建仓
CQP CHENIERE ENERGY PARTNERS L P $161.57万0.07%25,000 00.0% — 不变
IDMO INVESCO EXCH TRADED FD TR II $158.83万0.07%28,963 28,963— $158.83万 新建仓
ANET ARISTA NETWORKS INC $158.79万0.07%12,933 -189-1.4% -$2.32万 减仓
WMT WALMART INC $155.11万0.07%12,481 -1,596-11.3% -$19.83万 减仓
FITB FIFTH THIRD BANCORP $153.90万0.07%33,126 33,126— $153.90万 新建仓
TSLA TESLA INC $150.86万0.07%4,058 -24-0.6% -$8,922 减仓
VLO VALERO ENERGY CORP $150.54万0.07%6,093 961.6% $2.37万 加仓
PYLD PIMCO ETF TR $149.57万0.07%57,089 57,089— $149.57万 新建仓
UBER UBER TECHNOLOGIES INC $147.69万0.07%20,532 -4,956-19.4% -$35.65万 减仓
SSB SOUTHSTATE BK CORP $146.76万0.07%15,862 5533.6% $5.12万 加仓
MPC MARATHON PETE CORP $146.65万0.07%6,006 961.6% $2.34万 加仓
IUSB ISHARES TR $143.94万0.06%31,163 -49-0.2% -$2,263 减仓
BND VANGUARD BD INDEX FDS $143.84万0.06%19,533 7,30459.7% $53.79万 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $143.63万0.06%2 00.0% — 不变
CSX CSX CORP $142.86万0.06%34,801 00.0% — 不变
SRE SEMPRA $138.61万0.06%14,265 14,265— $138.61万 新建仓
NUE NUCOR CORP $135.28万0.06%8,000 00.0% — 不变
TJX TJX COS INC NEW $129.84万0.06%8,130 -10,224-55.7% -$163.28万 减仓
ENB ENBRIDGE INC $124.74万0.06%23,039 10,58785.0% $57.32万 加仓
BX BLACKSTONE INC $124.55万0.06%10,832 4,00058.5% $45.99万 加仓
JMUB J P MORGAN EXCHANGE TRADED F $124.52万0.06%24,909 24,909— $124.52万 新建仓
QQQI NEOS ETF TRUST $124.37万0.06%25,030 25,030— $124.37万 新建仓
APA APA CORPORATION $123.33万0.05%29,059 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $122.74万0.05%5,064 -1,775-26.0% -$43.02万 减仓
SPGI S&P GLOBAL INC $121.64万0.05%2,860 802.9% $3.40万 加仓
TXN TEXAS INSTRS INC $120.54万0.05%6,209 -2,218-26.3% -$43.06万 减仓
MPLX MPLX LP $120.42万0.05%21,100 5,15232.3% $29.40万 加仓
PSX PHILLIPS 66 $119.86万0.05%6,579 1,48929.3% $27.13万 加仓
KKR KKR & CO INC $115.19万0.05%12,453 5,45377.9% $50.44万 加仓
TRGP TARGA RES CORP $113.94万0.05%4,544 1,72661.2% $43.28万 加仓
— INVESCO EXCH TRADED FD TR II $113.18万0.05%26,067 4,76622.4% $20.69万 加仓
TMO THERMO FISHER SCIENTIFIC INC $111.74万0.05%2,273 94070.5% $46.21万 加仓
VUG VANGUARD INDEX FDS $111.16万0.05%2,545 -12-0.5% -$5,241 减仓
MGC VANGUARD WORLD FD $108.70万0.05%4,599 4,599— $108.70万 新建仓
VTV VANGUARD INDEX FDS $106.73万0.05%5,440 1,11825.9% $21.93万 加仓
NFLX NETFLIX INC. $105.59万0.05%10,982 6,832164.6% $65.69万 加仓
DFGX DIMENSIONAL ETF TRUST $101.43万0.05%19,338 19,338— $101.43万 新建仓
MO ALTRIA GROUP INC $100.02万0.04%15,157 1,95914.8% $12.93万 加仓
LLY ELI LILLY & CO $99.08万0.04%1,077 -1,869-63.4% -$171.95万 减仓
CNP CENTERPOINT ENERGY INC $98.76万0.04%22,883 6,40838.9% $27.66万 加仓
T AT&T INC $97.62万0.04%33,672 2,5838.3% $7.49万 加仓
FDL FIRST TR EXCHANGE-TRADED FD $95.18万0.04%18,736 -1,804-8.8% -$9.16万 减仓
OEF ISHARES TR $93.93万0.04%2,953 00.0% — 不变