Segment Wealth Management, LLC
HOUSTON TX · SEC CIK 0001575581
$17.04亿2026Q1 申报市值
309持仓数
30.1%前十大占比 · 第一大 6.0%
28 / 35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
MPC 加仓+$2,082.54万
CEG 加仓+$1,225.85万
RIO 新建仓+$1,160.41万
JPM 加仓+$1,081.51万
DIS 新建仓+$628.25万
2026Q1 卖出最多 按季末市值估算
TRGP 减仓-$1,461.56万
SPGI 减仓-$1,450.83万
ACN 清仓-$1,253.44万
APO 减仓-$1,165.35万
ROP 清仓-$842.69万
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 |
|---|---|---|---|---|---|---|---|---|
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -46,718 | -100.0% | -$1,253.44万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -18,931 | -100.0% | -$842.69万 | 清仓 |
| XT | ISHARES TR | $0 | 0.00% | 0 | -73,631 | -100.0% | -$513.50万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -15,340 | -100.0% | -$506.39万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -9,994 | -100.0% | -$264.75万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -2,874 | -100.0% | -$163.22万 | 清仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -14,481 | -100.0% | -$153.05万 | 清仓 |
| IBDR | ISHARES TR | $0 | 0.00% | 0 | -60,850 | -100.0% | -$147.44万 | 清仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -55,010 | -100.0% | -$128.39万 | 清仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -65,151 | -100.0% | -$127.53万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -30,165 | -100.0% | -$118.10万 | 清仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -10,609 | -100.0% | -$75.77万 | 清仓 |
| ARCC | ARES CAPITAL CORP | $0 | 0.00% | 0 | -22,555 | -100.0% | -$45.63万 | 清仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $0 | 0.00% | 0 | -19,383 | -100.0% | -$45.20万 | 清仓 |
| IXJ | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AVALONBAY CMNTYS INC | $0 | 0.00% | 0 | -1,628 | -100.0% | -$29.52万 | 清仓 |
| VMI | VALMONT INDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,616 | -100.0% | -$28.09万 | 清仓 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -3,110 | -100.0% | -$27.12万 | 清仓 |
| LII | LENNOX INTL INC | $0 | 0.00% | 0 | -550 | -100.0% | -$26.71万 | 清仓 |
| ORI | OLD REP INTL CORP | $0 | 0.00% | 0 | -5,830 | -100.0% | -$26.61万 | 清仓 |
| MOAT | VANECK ETF TRUST | $0 | 0.00% | 0 | -2,522 | -100.0% | -$26.12万 | 清仓 |
| MET | METLIFE INC | $0 | 0.00% | 0 | -3,245 | -100.0% | -$25.62万 | 清仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -3,970 | -100.0% | -$25.02万 | 清仓 |
| VMRK | EQUITY RESIDENTIAL | $0 | 0.00% | 0 | -3,845 | -100.0% | -$24.24万 | 清仓 |
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -860 | -100.0% | -$24.01万 | 清仓 |
| ESS | ESSEX PPTY TR INC | $0 | 0.00% | 0 | -913 | -100.0% | -$23.89万 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NXPI | NXP SEMICONDUCTORS N V | $0 | 0.00% | 0 | -1,041 | -100.0% | -$22.60万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -641 | -100.0% | -$22.43万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4,400 | -100.0% | -$21.85万 | 清仓 |
| EG | EVEREST GROUP LTD | $0 | 0.00% | 0 | -640 | -100.0% | -$21.72万 | 清仓 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | -2,508 | -100.0% | -$21.46万 | 清仓 |
| DVY | ISHARES TR | $0 | 0.00% | 0 | -1,480 | -100.0% | -$20.89万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -4,935 | -100.0% | -$20.10万 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -2,047 | -100.0% | -$20.01万 | 清仓 |
| — | WESTERN ASSET HIGH INCOME OP | $0 | 0.00% | 0 | -49,332 | -100.0% | -$18.30万 | 清仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $0 | 0.00% | 0 | -15,006 | -100.0% | -$12.17万 | 清仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $3.49万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ATEC | ALPHATEC HLDGS INC | $11.00万 | 0.01% | 10,108 | -12,837 | -55.9% | -$13.97万 | 减仓 |
| UPRO | PROSHARES TR | $20.03万 | 0.01% | 2,065 | 240 | 13.2% | $2.33万 | 加仓 |
| NOBL | PROSHARES TR | $20.46万 | 0.01% | 1,930 | 0 | 0.0% | — | 不变 |
| MTN | VAIL RESORTS INC | $20.53万 | 0.01% | 1,600 | 1,600 | — | $20.53万 | 新建仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $20.59万 | 0.01% | 2,630 | -1,910 | -42.1% | -$14.95万 | 减仓 |
| CRGY | CRESCENT ENERGY COMPANY | $20.59万 | 0.01% | 15,255 | 0 | 0.0% | — | 不变 |
| QLD | PROSHARES TR | $20.70万 | 0.01% | 3,394 | 0 | 0.0% | — | 不变 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $21.14万 | 0.01% | 7,000 | -3,650 | -34.3% | -$11.02万 | 减仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $21.21万 | 0.01% | 24,300 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $21.23万 | 0.01% | 1,462 | 112 | 8.3% | $1.63万 | 加仓 |
| ITA | ISHARES TR | $21.88万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $22.26万 | 0.01% | 1,054 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $22.30万 | 0.01% | 1,525 | -219 | -12.6% | -$3.20万 | 减仓 |
| QCOM | QUALCOMM INC | $22.65万 | 0.01% | 1,759 | 146 | 9.1% | $1.88万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $22.73万 | 0.01% | 5,270 | -3,550 | -40.2% | -$15.31万 | 减仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $22.81万 | 0.01% | 11,080 | 11,080 | — | $22.81万 | 新建仓 |
| IJT | ISHARES TR | $23.15万 | 0.01% | 1,600 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $23.16万 | 0.01% | 2,464 | -491 | -16.6% | -$4.61万 | 减仓 |
| — | ISHARES TR | $23.29万 | 0.01% | 9,150 | 9,150 | — | $23.29万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $23.32万 | 0.01% | 1,781 | 52 | 3.0% | $6,809 | 加仓 |
| VDE | VANGUARD WORLD FD | $23.36万 | 0.01% | 1,350 | 1,350 | — | $23.36万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $23.41万 | 0.01% | 685 | 685 | — | $23.41万 | 新建仓 |
| IBHH | ISHARES TR | $23.42万 | 0.01% | 9,980 | 9,980 | — | $23.42万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $23.58万 | 0.01% | 2,554 | 64 | 2.6% | $5,908 | 加仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $23.59万 | 0.01% | 5,570 | 0 | 0.0% | — | 重新持有 |
| CSX | CSX CORP | $23.91万 | 0.01% | 5,824 | -2,660 | -31.4% | -$10.92万 | 减仓 |
| IBMQ | ISHARES TR | $24.25万 | 0.01% | 9,500 | 0 | 0.0% | — | 不变 |
| IBMS | ISHARES TR | $24.51万 | 0.01% | 9,490 | 0 | 0.0% | — | 不变 |
| KIE | SPDR SERIES TRUST | $24.53万 | 0.01% | 4,460 | 0 | 0.0% | — | 不变 |
| IBMR | ISHARES TR | $24.64万 | 0.01% | 9,720 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $24.70万 | 0.01% | 926 | 51 | 5.8% | $1.36万 | 加仓 |
| SCZ | ISHARES TR | $24.86万 | 0.01% | 3,170 | -1,760 | -35.7% | -$13.80万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $25.10万 | 0.01% | 9,789 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $25.25万 | 0.01% | 5,503 | 5,503 | — | $25.25万 | 新建仓 |
| INTC | INTEL CORP | $25.68万 | 0.02% | 5,819 | 5,819 | — | $25.68万 | 新建仓 |
| IRM | IRON MTN INC DEL | $25.88万 | 0.02% | 2,534 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $26.06万 | 0.02% | 1,075 | -110 | -9.3% | -$2.67万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $26.47万 | 0.02% | 4,830 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $26.89万 | 0.02% | 2,371 | 182 | 8.3% | $2.06万 | 加仓 |
| MO | ALTRIA GROUP INC | $27.17万 | 0.02% | 4,117 | 4,117 | — | $27.17万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $27.53万 | 0.02% | 2,036 | -301 | -12.9% | -$4.07万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $27.77万 | 0.02% | 5,519 | 5,519 | — | $27.77万 | 新建仓 |
| AEE | AMEREN CORP | $28.96万 | 0.02% | 2,635 | -410 | -13.5% | -$4.51万 | 减仓 |
| GWW | WW GRAINGER INC | $29.67万 | 0.02% | 272 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORP | $29.87万 | 0.02% | 3,229 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $31.24万 | 0.02% | 2,760 | 275 | 11.1% | $3.11万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $31.41万 | 0.02% | 2,308 | -93 | -3.9% | -$1.27万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $31.80万 | 0.02% | 763 | 16 | 2.1% | $6,668 | 加仓 |
| AGG | ISHARES TR | $32.58万 | 0.02% | 3,282 | -405 | -11.0% | -$4.02万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $32.63万 | 0.02% | 2,488 | -121 | -4.6% | -$1.59万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $33.02万 | 0.02% | 1,430 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $33.29万 | 0.02% | 6,160 | 6,160 | — | $33.29万 | 新建仓 |
| IJR | ISHARES TR | $33.32万 | 0.02% | 2,680 | -160 | -5.6% | -$1.99万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $33.48万 | 0.02% | 1,858 | -224 | -10.8% | -$4.04万 | 减仓 |
| IBHI | ISHARES TR | $33.74万 | 0.02% | 14,490 | 14,490 | — | $33.74万 | 新建仓 |
| GBDC | GOLUB CAP BDC INC | $33.79万 | 0.02% | 26,690 | 26,690 | — | $33.79万 | 新建仓 |
| — | ISHARES TR | $33.89万 | 0.02% | 12,925 | 12,925 | — | $33.89万 | 新建仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $33.99万 | 0.02% | 20,650 | 230 | 1.1% | $3,786 | 加仓 |
| VNOM | VIPER ENERGY INC | $34.30万 | 0.02% | 7,300 | -2,529 | -25.7% | -$11.88万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $34.64万 | 0.02% | 4,704 | 4,704 | — | $34.64万 | 新建仓 |
| NUE | NUCOR CORP | $34.83万 | 0.02% | 2,060 | 34 | 1.7% | $5,749 | 加仓 |