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 |
|---|---|---|---|---|---|---|---|---|
| WELL | WELLTOWER INC | $34.84万 | 0.02% | 1,762 | 1,762 | — | $34.84万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $35.10万 | 0.02% | 1,477 | -16,653 | -91.9% | -$395.71万 | 减仓 |
| EQIX | EQUINIX INC | $35.29万 | 0.02% | 360 | 4 | 1.1% | $3,921 | 加仓 |
| IXN | ISHARES TR | $35.99万 | 0.02% | 3,600 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $36.64万 | 0.02% | 381 | 7 | 1.9% | $6,732 | 加仓 |
| LFUS | LITTELFUSE INC | $36.68万 | 0.02% | 1,081 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA INC | $36.80万 | 0.02% | 745 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $37.13万 | 0.02% | 1,825 | 226 | 14.1% | $4.60万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $37.37万 | 0.02% | 4,616 | -525 | -10.2% | -$4.25万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $37.43万 | 0.02% | 1,916 | -2,075 | -52.0% | -$40.53万 | 减仓 |
| T | AT&T INC | $37.60万 | 0.02% | 12,971 | -6 | -0.0% | -$174 | 减仓 |
| SYY | SYSCO CORP | $38.76万 | 0.02% | 5,433 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $39.40万 | 0.02% | 2,425 | 54 | 2.3% | $8,774 | 加仓 |
| — | HONEYWELL INTL INC | $39.53万 | 0.02% | 1,749 | 26 | 1.5% | $5,877 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $39.59万 | 0.02% | 1,147 | 16 | 1.4% | $5,522 | 加仓 |
| CG | CARLYLE GROUP INC | $39.68万 | 0.02% | 8,200 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $40.50万 | 0.02% | 1,340 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $42.11万 | 0.02% | 286 | 8 | 2.9% | $1.18万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $43.43万 | 0.03% | 2,196 | -696 | -24.1% | -$13.77万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $43.60万 | 0.03% | 639 | 4 | 0.6% | $2,729 | 加仓 |
| XEL | XCEL ENERGY INC | $44.84万 | 0.03% | 5,645 | -740 | -11.6% | -$5.88万 | 减仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $45.37万 | 0.03% | 17,730 | 2,080 | 13.3% | $5.32万 | 加仓 |
| EFA | ISHARES TR | $45.94万 | 0.03% | 4,730 | 4,730 | — | $45.94万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $46.44万 | 0.03% | 1,592 | -192 | -10.8% | -$5.60万 | 减仓 |
| CMS | CMS ENERGY CORP | $46.69万 | 0.03% | 6,018 | -535 | -8.2% | -$4.15万 | 减仓 |
| NOW | SERVICENOW INC | $47.09万 | 0.03% | 4,504 | -101 | -2.2% | -$1.06万 | 减仓 |
| AFL | AFLAC INC | $47.21万 | 0.03% | 4,303 | 32 | 0.7% | $3,511 | 加仓 |
| BAC | BANK AMERICA CORP | $48.22万 | 0.03% | 9,891 | 312 | 3.3% | $1.52万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $48.76万 | 0.03% | 7,610 | -2,860 | -27.3% | -$18.33万 | 减仓 |
| EXC | EXELON CORP | $48.92万 | 0.03% | 9,980 | -1,010 | -9.2% | -$4.95万 | 减仓 |
| CALM | CAL MAINE FOODS INC | $50.03万 | 0.03% | 6,321 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $50.93万 | 0.03% | 1,146 | 43 | 3.9% | $1.91万 | 加仓 |
| ECL | ECOLAB INC | $51.21万 | 0.03% | 1,925 | -112 | -5.5% | -$2.98万 | 减仓 |
| PAYX | PAYCHEX INC | $52.01万 | 0.03% | 5,646 | 28 | 0.5% | $2,579 | 加仓 |
| AME | AMETEK INC | $52.45万 | 0.03% | 2,447 | 24 | 1.0% | $5,145 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $52.66万 | 0.03% | 4,549 | -322 | -6.6% | -$3.73万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $52.69万 | 0.03% | 4,160 | -395 | -8.7% | -$5.00万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $53.52万 | 0.03% | 9,760 | 3,570 | 57.7% | $19.58万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $54.49万 | 0.03% | 24,400 | 24,400 | — | $54.49万 | 新建仓 |
| AMLP | ALPS ETF TR | $54.61万 | 0.03% | 10,375 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $55.95万 | 0.03% | 8,285 | -1,900 | -18.7% | -$12.83万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $56.01万 | 0.03% | 1,632 | -148 | -8.3% | -$5.08万 | 减仓 |
| IVW | ISHARES TR | $57.64万 | 0.03% | 5,096 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC | $58.76万 | 0.03% | 8,500 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $58.87万 | 0.03% | 4,454 | -225 | -4.8% | -$2.97万 | 减仓 |
| RTX | RTX CORPORATION | $59.53万 | 0.03% | 3,086 | 561 | 22.2% | $10.82万 | 加仓 |
| IEX | IDEX CORP | $61.05万 | 0.04% | 3,221 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $62.70万 | 0.04% | 6,449 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $64.23万 | 0.04% | 3,903 | 92 | 2.4% | $1.51万 | 加仓 |
| CCJ | CAMECO CORP | $64.95万 | 0.04% | 5,980 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $65.66万 | 0.04% | 8,463 | -493 | -5.5% | -$3.83万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $66.98万 | 0.04% | 6,524 | -1,306 | -16.7% | -$13.41万 | 减仓 |
| ENB | ENBRIDGE INC | $68.68万 | 0.04% | 12,685 | 6 | 0.0% | $325 | 加仓 |
| TQQQ | PROSHARES TR | $68.86万 | 0.04% | 16,522 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $70.20万 | 0.04% | 5,918 | -18,307 | -75.6% | -$217.16万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $70.45万 | 0.04% | 11,500 | 11,500 | — | $70.45万 | 新建仓 |
| BX | BLACKSTONE INC | $71.93万 | 0.04% | 6,255 | -2,053 | -24.7% | -$23.61万 | 减仓 |
| IBCA | ISHARES TR | $72.33万 | 0.04% | 28,210 | 28,210 | — | $72.33万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $74.24万 | 0.04% | 1,064 | -355 | -25.0% | -$24.77万 | 减仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $74.78万 | 0.04% | 15,000 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $74.82万 | 0.04% | 10,980 | 380 | 3.6% | $2.59万 | 加仓 |
| ADI | ANALOG DEVICES INC | $74.95万 | 0.04% | 2,356 | 34 | 1.5% | $1.08万 | 加仓 |
| AMGN | AMGEN INC | $76.07万 | 0.04% | 2,162 | -445 | -17.1% | -$15.66万 | 减仓 |
| TRGP | TARGA RES CORP | $76.18万 | 0.04% | 3,038 | -58,287 | -95.0% | -$1,461.56万 | 减仓 |
| VLTO | VERALTO CORP | $76.72万 | 0.05% | 8,676 | -1,948 | -18.3% | -$17.22万 | 减仓 |
| ETR | ENTERGY CORP NEW | $83.02万 | 0.05% | 7,389 | -561 | -7.1% | -$6.30万 | 减仓 |
| LIN | LINDE PLC | $85.17万 | 0.05% | 1,718 | -161 | -8.6% | -$7.98万 | 减仓 |
| MPLX | MPLX LP | $88.16万 | 0.05% | 15,447 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $88.97万 | 0.05% | 2,279 | 10 | 0.4% | $3,904 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $89.27万 | 0.05% | 42,440 | 2,680 | 6.7% | $5.64万 | 加仓 |
| VB | VANGUARD INDEX FDS | $89.88万 | 0.05% | 3,431 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC | $91.25万 | 0.05% | 15,456 | -6 | -0.0% | -$354 | 减仓 |
| CB | CHUBB LTD SWITZ | $92.30万 | 0.05% | 2,832 | 0 | 0.0% | — | 不变 |
| VNT | VONTIER CORPORATION | $92.43万 | 0.05% | 26,060 | 0 | 0.0% | — | 不变 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $93.05万 | 0.05% | 55,655 | 3,985 | 7.7% | $6.66万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $93.54万 | 0.05% | 1,903 | 315 | 19.8% | $15.48万 | 加仓 |
| VLO | VALERO ENERGY CORP | $96.78万 | 0.06% | 3,917 | 26 | 0.7% | $6,424 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $97.76万 | 0.06% | 5,094 | -666 | -11.6% | -$12.78万 | 减仓 |
| IWB | ISHARES TR | $98.09万 | 0.06% | 2,751 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $98.84万 | 0.06% | 6,575 | 720 | 12.3% | $10.82万 | 加仓 |
| LOW | LOWES COS INC | $99.97万 | 0.06% | 4,231 | -119 | -2.7% | -$2.81万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $99.99万 | 0.06% | 3,842 | 409 | 11.9% | $10.64万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $100.52万 | 0.06% | 3,711 | 81 | 2.2% | $2.19万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $101.05万 | 0.06% | 3,424 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $101.69万 | 0.06% | 10,994 | 215 | 2.0% | $1.99万 | 加仓 |
| USFR | WISDOMTREE TR | $104.03万 | 0.06% | 20,665 | -1,455 | -6.6% | -$7.32万 | 减仓 |
| FTK | FLOTEK INDUSTRIES INC | $104.23万 | 0.06% | 61,420 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $105.13万 | 0.06% | 8,024 | 145 | 1.8% | $1.90万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $106.59万 | 0.06% | 5,843 | 107 | 1.9% | $1.95万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $107.44万 | 0.06% | 57,575 | 3,595 | 6.7% | $6.71万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $107.59万 | 0.06% | 12,163 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $108.05万 | 0.06% | 13,572 | -930 | -6.4% | -$7.40万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $108.91万 | 0.06% | 6,587 | 3,680 | 126.6% | $60.85万 | 加仓 |
| BN | BROOKFIELD CORP | $109.18万 | 0.06% | 26,977 | -428 | -1.6% | -$1.73万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $114.23万 | 0.07% | 4,673 | -171 | -3.5% | -$4.18万 | 减仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $117.34万 | 0.07% | 54,110 | -210 | -0.4% | -$4,554 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $117.72万 | 0.07% | 59,987 | -10,590 | -15.0% | -$20.78万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $121.80万 | 0.07% | 59,638 | 940 | 1.6% | $1.92万 | 加仓 |
| DE | DEERE & CO | $122.63万 | 0.07% | 2,177 | -18 | -0.8% | -$1.01万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $126.34万 | 0.07% | 5,042 | -2 | -0.0% | -$501 | 减仓 |