Linscomb Wealth, Inc.
Houston TX · SEC CIK 0001313294
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $2.50亿 | 11.11% | 3,896,828 | -486,723 | -11.1% | -$3,118.92万 | 减仓 |
| IVV | ISHARES TR | $1.87亿 | 8.32% | 286,184 | -21,997 | -7.1% | -$1,436.86万 | 减仓 |
| — | EXXON MOBIL CORP | $1.15亿 | 5.12% | 677,838 | 278,533 | 69.8% | $4,725.59万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $9,391.78万 | 4.18% | 1,975,969 | -153,414 | -7.2% | -$729.18万 | 减仓 |
| IJH | ISHARES TR | $9,224.25万 | 4.10% | 1,365,948 | -248,117 | -15.4% | -$1,675.53万 | 减仓 |
| EFA | ISHARES TR | $8,505.95万 | 3.78% | 875,729 | -102,607 | -10.5% | -$996.62万 | 减仓 |
| DON | WISDOMTREE TR | $8,295.05万 | 3.69% | 1,578,807 | -265,741 | -14.4% | -$1,396.20万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $4,512.49万 | 2.01% | 140,659 | -10,500 | -6.9% | -$336.85万 | 减仓 |
| AVGO | BROADCOM INC | $3,835.15万 | 1.71% | 123,910 | -19,784 | -13.8% | -$612.34万 | 减仓 |
| SDY | SPDR SERIES TRUST | $3,749.31万 | 1.67% | 256,908 | -21,195 | -7.6% | -$309.32万 | 减仓 |
| AAPL | APPLE INC | $3,321.44万 | 1.48% | 130,874 | -26,763 | -17.0% | -$679.22万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,269.40万 | 1.45% | 88,322 | -17,417 | -16.5% | -$644.72万 | 减仓 |
| DHS | WISDOMTREE TR | $3,252.60万 | 1.45% | 297,802 | -39,528 | -11.7% | -$431.73万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $2,992.72万 | 1.33% | 838,061 | 457,813 | 120.4% | $1,634.85万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2,410.68万 | 1.07% | 112,828 | -44,870 | -28.5% | -$958.69万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2,252.28万 | 1.00% | 76,567 | -19,484 | -20.3% | -$573.14万 | 减仓 |
| IQLT | ISHARES TR | $2,071.54万 | 0.92% | 448,093 | 277,461 | 162.6% | $1,282.70万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $1,929.21万 | 0.86% | 257,812 | -16,355 | -6.0% | -$122.38万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,814.00万 | 0.81% | 74,211 | -3,419 | -4.4% | -$83.57万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,757.47万 | 0.78% | 385,241 | 48,714 | 14.5% | $222.23万 | 加仓 |
| ABBV | ABBVIE INC | $1,689.34万 | 0.75% | 77,674 | -9,796 | -11.2% | -$213.05万 | 减仓 |
| AMZN | AMAZON COM INC | $1,585.14万 | 0.71% | 76,110 | -8,482 | -10.0% | -$176.65万 | 减仓 |
| RTX | RTX CORPORATION | $1,506.40万 | 0.67% | 78,092 | -25,506 | -24.6% | -$492.01万 | 减仓 |
| CMI | CUMMINS INC | $1,504.10万 | 0.67% | 27,956 | -10,071 | -26.5% | -$541.85万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $1,502.94万 | 0.67% | 82,430 | -24,655 | -23.0% | -$449.53万 | 减仓 |
| GOOG | ALPHABET INC | $1,444.36万 | 0.64% | 50,351 | -2,485 | -4.7% | -$71.28万 | 减仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $1,436.35万 | 0.64% | 424,704 | 424,704 | — | $1,436.35万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $1,381.76万 | 0.61% | 66,784 | -16,040 | -19.4% | -$331.87万 | 减仓 |
| DEM | WISDOMTREE TR | $1,358.76万 | 0.60% | 273,448 | -12,696 | -4.4% | -$63.09万 | 减仓 |
| TCHP | T ROWE PRICE ETF INC | $1,278.78万 | 0.57% | 289,448 | -6,109 | -2.1% | -$26.99万 | 减仓 |
| IDV | ISHARES TR | $1,273.17万 | 0.57% | 299,147 | -42,857 | -12.5% | -$182.40万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $1,249.24万 | 0.56% | 60,702 | -3,519 | -5.5% | -$72.42万 | 减仓 |
| C | CITIGROUP INC | $1,242.58万 | 0.55% | 109,565 | -30,796 | -21.9% | -$349.26万 | 减仓 |
| GOOGL | ALPHABET INC | $1,240.22万 | 0.55% | 43,129 | -12,539 | -22.5% | -$360.57万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $1,210.69万 | 0.54% | 361,077 | -90,244 | -20.0% | -$302.59万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1,195.97万 | 0.53% | 19,788 | -4,370 | -18.1% | -$264.12万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,183.42万 | 0.53% | 79,907 | -732 | -0.9% | -$10.84万 | 减仓 |
| BAC | BANK AMERICA CORP | $1,176.78万 | 0.52% | 241,392 | -67,717 | -21.9% | -$330.12万 | 减仓 |
| CSCO | CISCO SYS INC | $1,151.61万 | 0.51% | 148,422 | -42,627 | -22.3% | -$330.74万 | 减仓 |
| MRK | MERCK & CO INC | $1,126.05万 | 0.50% | 93,611 | -15,232 | -14.0% | -$183.23万 | 减仓 |
| AMGN | AMGEN INC | $1,104.77万 | 0.49% | 31,399 | -7,494 | -19.3% | -$263.67万 | 减仓 |
| WMB | WILLIAMS COS INC | $1,087.47万 | 0.48% | 149,419 | -40,647 | -21.4% | -$295.83万 | 减仓 |
| V | VISA INC | $1,083.69万 | 0.48% | 35,855 | -4,941 | -12.1% | -$149.34万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $1,044.47万 | 0.46% | 63,171 | -18,404 | -22.6% | -$304.29万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $1,043.66万 | 0.46% | 275,809 | 227 | 0.1% | $8,590 | 加仓 |
| MCD | MCDONALDS CORP | $1,004.54万 | 0.45% | 32,322 | -7,691 | -19.2% | -$239.03万 | 减仓 |
| BLK | BLACKROCK INC | $995.47万 | 0.44% | 10,351 | -3,465 | -25.1% | -$333.23万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $989.02万 | 0.44% | 75,532 | -16,575 | -18.0% | -$217.03万 | 减仓 |
| DG | DOLLAR GEN CORP | $971.27万 | 0.43% | 81,805 | -28,345 | -25.7% | -$336.54万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $958.32万 | 0.43% | 33,391 | -8,725 | -20.7% | -$250.41万 | 减仓 |
| QCOM | QUALCOMM INC | $951.95万 | 0.42% | 73,921 | -14,470 | -16.4% | -$186.34万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $951.70万 | 0.42% | 92,695 | -14,749 | -13.7% | -$151.43万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $875.11万 | 0.39% | 50,179 | 7,278 | 17.0% | $126.93万 | 加仓 |
| BOND | PIMCO ETF TR | $851.57万 | 0.38% | 92,281 | 8,065 | 9.6% | $74.42万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $844.48万 | 0.38% | 90,922 | -28,370 | -23.8% | -$263.50万 | 减仓 |
| DVY | ISHARES TR | $818.72万 | 0.36% | 54,073 | -10,678 | -16.5% | -$161.67万 | 减仓 |
| EES | WISDOMTREE TR | $803.09万 | 0.36% | 138,348 | -20,154 | -12.7% | -$116.99万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $798.08万 | 0.36% | 46,244 | -7,839 | -14.5% | -$135.29万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $792.47万 | 0.35% | 157,862 | -37,233 | -19.1% | -$186.91万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $787.75万 | 0.35% | 15,766 | -2,139 | -11.9% | -$106.88万 | 减仓 |
| PEP | PEPSICO INC | $783.42万 | 0.35% | 50,449 | -11,146 | -18.1% | -$173.09万 | 减仓 |
| META | META PLATFORMS INC | $758.99万 | 0.34% | 13,266 | -4,320 | -24.6% | -$247.16万 | 减仓 |
| — | HONEYWELL INTL INC | $757.74万 | 0.34% | 33,524 | -8,592 | -20.4% | -$194.20万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $751.39万 | 0.33% | 11,554 | -1,952 | -14.5% | -$126.94万 | 减仓 |
| PAGP | PLAINS GP HLDGS L P | $742.71万 | 0.33% | 305,895 | -63,834 | -17.3% | -$154.99万 | 减仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $720.76万 | 0.32% | 116,015 | -20,557 | -15.1% | -$127.71万 | 减仓 |
| MET | METLIFE INC | $705.25万 | 0.31% | 99,725 | -25,708 | -20.5% | -$181.81万 | 减仓 |
| IWF | ISHARES TR | $688.71万 | 0.31% | 16,152 | -1,555 | -8.8% | -$66.30万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $660.84万 | 0.29% | 10,715 | -574 | -5.1% | -$35.40万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $646.11万 | 0.29% | 129,507 | 60,056 | 86.5% | $299.62万 | 加仓 |
| MS | MORGAN STANLEY | $643.81万 | 0.29% | 39,121 | -10,267 | -20.8% | -$168.96万 | 减仓 |
| EEM | ISHARES TR | $640.46万 | 0.28% | 112,777 | -19,537 | -14.8% | -$110.95万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $631.74万 | 0.28% | 94,122 | 3,837 | 4.2% | $25.75万 | 加仓 |
| AGG | ISHARES TR | $623.64万 | 0.28% | 62,822 | -434 | -0.7% | -$4.31万 | 减仓 |
| ORCL | ORACLE CORP | $612.37万 | 0.27% | 41,627 | -2,795 | -6.3% | -$41.12万 | 减仓 |
| IWD | ISHARES TR | $606.83万 | 0.27% | 28,400 | -1,978 | -6.5% | -$42.26万 | 减仓 |
| PFE | PFIZER INC | $601.74万 | 0.27% | 214,294 | -43,032 | -16.7% | -$120.83万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $595.33万 | 0.26% | 91,590 | 50 | 0.1% | $3,250 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $591.30万 | 0.26% | 62,744 | -14,685 | -19.0% | -$138.39万 | 减仓 |
| CTVA | CORTEVA INC | $581.63万 | 0.26% | 69,482 | -15,586 | -18.3% | -$130.47万 | 减仓 |
| TFC | TRUIST FINL CORP | $579.51万 | 0.26% | 126,062 | -31,227 | -19.9% | -$143.55万 | 减仓 |
| MDT | MEDTRONIC PLC | $574.32万 | 0.26% | 66,281 | -18,894 | -22.2% | -$163.72万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $574.24万 | 0.26% | 19,968 | -3,110 | -13.5% | -$89.44万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $572.06万 | 0.25% | 28,850 | -6,129 | -17.5% | -$121.53万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $566.10万 | 0.25% | 5,681 | -1,001 | -15.0% | -$99.75万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $537.09万 | 0.24% | 18,489 | -4,226 | -18.6% | -$122.76万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $535.12万 | 0.24% | 18,858 | -4,788 | -20.2% | -$135.87万 | 减仓 |
| DGRS | WISDOMTREE TR | $533.25万 | 0.24% | 100,693 | -16,484 | -14.1% | -$87.30万 | 减仓 |
| KO | COCA COLA CO | $520.61万 | 0.23% | 68,456 | 45,472 | 197.8% | $345.81万 | 加仓 |
| GSSC | GOLDMAN SACHS ETF TR | $519.70万 | 0.23% | 69,714 | 5,552 | 8.7% | $41.39万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $508.67万 | 0.23% | 37,377 | -7,529 | -16.8% | -$102.46万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $496.01万 | 0.22% | 146,488 | 4,854 | 3.4% | $16.44万 | 加仓 |
| SYK | STRYKER CORPORATION | $487.02万 | 0.22% | 14,822 | -1,975 | -11.8% | -$64.89万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $485.85万 | 0.22% | 79,231 | 3,481 | 4.6% | $21.35万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $483.84万 | 0.22% | 62,747 | -7,349 | -10.5% | -$56.67万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $469.56万 | 0.21% | 47,730 | -8,395 | -15.0% | -$82.59万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $458.82万 | 0.20% | 29,159 | 29,159 | — | $458.82万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $439.69万 | 0.20% | 27,426 | -9,193 | -25.1% | -$147.38万 | 减仓 |
| CME | CME GROUP INC | $435.36万 | 0.19% | 14,740 | -2,701 | -15.5% | -$79.78万 | 减仓 |
| CCI | CROWN CASTLE INC | $433.92万 | 0.19% | 53,367 | -10,837 | -16.9% | -$88.11万 | 减仓 |