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
ICF ISHARES TR $27.29万0.01%4,410 00.0% — 不变
SCZ ISHARES TR $27.24万0.01%3,475 -249-6.7% -$1.95万 减仓
IWN ISHARES TR $26.45万0.01%1,395 -390-21.8% -$7.39万 减仓
DOW DOW HLDGS INC $26.31万0.01%6,317 -2,325-26.9% -$9.68万 减仓
QEFA SPDR INDEX SHS FDS $25.97万0.01%2,784 00.0% — 不变
JCPB J P MORGAN EXCHANGE TRADED F $25.95万0.01%5,511 -336-5.7% -$1.58万 减仓
FNDX SCHWAB STRATEGIC TR $25.86万0.01%9,286 9,286— $25.86万 新建仓
MINT PIMCO ETF TR $25.84万0.01%2,569 -97-3.6% -$9,755 减仓
VBK VANGUARD INDEX FDS $25.42万0.01%841 121.4% $3,627 加仓
SPYM SPDR SERIES TRUST $25.38万0.01%3,316 2608.5% $1.99万 加仓
CEG CONSTELLATION ENERGY CORP $24.97万0.01%894 00.0% — 不变
VOOG VANGUARD ADMIRAL FDS INC $24.79万0.01%608 10019.7% $4.08万 加仓
MUB ISHARES TR $23.80万0.01%2,242 1155.4% $1.22万 加仓
SHM SPDR SERIES TRUST $23.48万0.01%4,909 00.0% — 不变
SCHF SCHWAB STRATEGIC TR $23.39万0.01%9,452 -311-3.2% -$7,697 减仓
SMH VANECK ETF TRUST $23.23万0.01%606 00.0% — 不变
XLE SELECT SECTOR SPDR TR $23.13万0.01%3,776 3,776— $23.13万 新建仓
RSPH INVESCO EXCHANGE TRADED FD T $22.98万0.01%7,611 7,611— $22.98万 新建仓
AEP AMERICAN ELEC PWR CO INC $22.64万0.01%1,727 -165-8.7% -$2.16万 重新持有
MTUM ISHARES TR $22.61万0.01%942 00.0% — 不变
SAP SAP SE $22.45万0.01%1,311 -7-0.5% -$1,198 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $22.44万0.01%664 -287-30.2% -$9.70万 减仓
MMM 3M CO $22.29万0.01%1,535 221.5% $3,195 加仓
URA GLOBAL X FDS $22.01万0.01%4,545 4,545— $22.01万 新建仓
AFL AFLAC INC $21.70万0.01%1,978 1,978— $21.70万 新建仓
XLF SELECT SECTOR SPDR TR $21.54万0.01%4,363 00.0% — 不变
TTWO TAKE-TWO INTERACTIVE SOFTWAR $21.25万0.01%1,076 767.6% $1.50万 加仓
PAYX PAYCHEX INC $21.24万0.01%2,306 -94-3.9% -$8,659 减仓
RSP INVESCO EXCHANGE TRADED FD T $20.77万0.01%1,082 1,082— $20.77万 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
POWL POWELL INDS INC $20.18万0.01%373 373— $20.18万 新建仓
SHOP SHOPIFY INC $20.17万0.01%1,700 18712.4% $2.22万 加仓
REI RING ENERGY INC $14.12万0.01%92,272 00.0% — 不变
XIFR XPLR INFRASTRUCTURE LP $13.81万0.01%13,001 13,001— $13.81万 新建仓
AGNC AGNC INVT CORP $12.07万0.01%12,031 12,031— $12.07万 新建仓
— EXXON MOBIL CORP 看涨期权 $5.09万0.00%300 300— $5.09万 新建仓
NAK NORTHERN DYNASTY MINERALS LT $3.71万0.00%26,500 26,500— $3.71万 新建仓
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