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 |
|---|---|---|---|---|---|---|---|---|
| CPT | CAMDEN PPTY TR | $22.02万 | 0.01% | 1,923 | -123 | -6.0% | -$1.41万 | 重新持有 |
| RSP | INVESCO EXCHANGE TRADED FD T | $22.00万 | 0.01% | 1,034 | -48 | -4.4% | -$1.02万 | 减仓 |
| FIX | COMFORT SYS USA INC | $21.84万 | 0.01% | 110 | 110 | — | $21.84万 | 新建仓 |
| IUSV | ISHARES TR | $21.31万 | 0.01% | 1,935 | 1,935 | — | $21.31万 | 新建仓 |
| PPG | PPG INDS INC | $21.20万 | 0.01% | 1,748 | 1,748 | — | $21.20万 | 新建仓 |
| ATI | ATI INC | $20.54万 | 0.01% | 1,042 | 1,042 | — | $20.54万 | 新建仓 |
| IWV | ISHARES TR | $20.21万 | 0.01% | 474 | -588 | -55.4% | -$25.07万 | 重新持有 |
| SAP | SAP SE | $20.20万 | 0.01% | 1,311 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $20.03万 | 0.01% | 670 | -44 | -6.2% | -$1.32万 | 重新持有 |
| VG | VENTURE GLOBAL INC | $16.19万 | 0.01% | 14,550 | -8,010 | -35.5% | -$8.92万 | 减仓 |
| REI | RING ENERGY INC | $9.97万 | 0.00% | 92,272 | 0 | 0.0% | — | 不变 |
| 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 |