Segment Wealth Management, LLC
HOUSTON TX · SEC CIK 0001575581
$19.28亿2026Q2 申报市值
312持仓数
31.8%前十大占比 · 第一大 6.3%
7 / 7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
TSM 加仓+$1,171.24万
IDMO 加仓+$1,053.01万
SMH 新建仓+$800.91万
DVN 加仓+$354.75万
VTI 加仓+$230.94万
2026Q2 卖出最多 按季末市值估算
INTU 清仓-$1,028.90万
IMTM 减仓-$536.00万
SHLD 清仓-$462.76万
GLDM 减仓-$440.78万
COTERRA ENERGY I 清仓-$430.99万
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 |
|---|---|---|---|---|---|---|---|---|
| PAYX | PAYCHEX INC | $55.24万 | 0.03% | 5,618 | -28 | -0.5% | -$2,753 | 减仓 |
| GNRC | GENERAC HLDGS INC | $56.10万 | 0.03% | 1,916 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC | $56.35万 | 0.03% | 8,500 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $56.53万 | 0.03% | 9,470 | 3,310 | 53.7% | $19.76万 | 加仓 |
| CMS | CMS ENERGY CORP | $56.86万 | 0.03% | 7,433 | 1,415 | 23.5% | $10.82万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $57.32万 | 0.03% | 1,618 | -14 | -0.9% | -$4,959 | 减仓 |
| RTX | RTX CORPORATION | $57.91万 | 0.03% | 3,052 | -34 | -1.1% | -$6,451 | 减仓 |
| EXC | EXELON CORP | $58.30万 | 0.03% | 12,505 | 2,525 | 25.3% | $11.77万 | 加仓 |
| XEL | XCEL ENERGY INC | $58.46万 | 0.03% | 7,280 | 1,635 | 29.0% | $13.13万 | 加仓 |
| AME | AMETEK INC | $58.62万 | 0.03% | 2,423 | -24 | -1.0% | -$5,807 | 减仓 |
| SLV | ISHARES SILVER TR | $58.71万 | 0.03% | 10,980 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $63.07万 | 0.03% | 5,401 | 852 | 18.7% | $9.95万 | 加仓 |
| IJH | ISHARES TR | $63.89万 | 0.03% | 8,285 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $64.22万 | 0.03% | 2,305 | 380 | 19.7% | $10.59万 | 加仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $64.31万 | 0.03% | 15,000 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $68.66万 | 0.04% | 6,013 | 95 | 1.6% | $1.08万 | 加仓 |
| ENB | ENBRIDGE INC | $68.77万 | 0.04% | 12,685 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $69.50万 | 0.04% | 6,690 | 1,960 | 41.4% | $20.36万 | 加仓 |
| IVW | ISHARES TR | $70.09万 | 0.04% | 5,096 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $70.47万 | 0.04% | 2,326 | 849 | 57.5% | $25.72万 | 加仓 |
| IWR | ISHARES TR | $71.15万 | 0.04% | 6,449 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP | $73.10万 | 0.04% | 3,221 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $73.53万 | 0.04% | 5,428 | 974 | 21.9% | $13.19万 | 加仓 |
| GLDM | WORLD GOLD TR | $75.45万 | 0.04% | 9,500 | -55,500 | -85.4% | -$440.78万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $75.57万 | 0.04% | 4,845 | 685 | 16.5% | $10.68万 | 加仓 |
| VNT | VONTIER CORPORATION | $75.57万 | 0.04% | 26,060 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $76.56万 | 0.04% | 8,633 | -43 | -0.5% | -$3,813 | 减仓 |
| AMGN | AMGEN INC | $77.28万 | 0.04% | 2,134 | -28 | -1.3% | -$1.01万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $79.11万 | 0.04% | 1,578 | -325 | -17.1% | -$16.29万 | 减仓 |
| MS | MORGAN STANLEY | $79.96万 | 0.04% | 3,825 | -78 | -2.0% | -$1.63万 | 减仓 |
| BX | BLACKSTONE INC | $85.52万 | 0.04% | 7,268 | 1,013 | 16.2% | $11.92万 | 加仓 |
| INTC | INTEL CORP | $85.75万 | 0.04% | 6,141 | 322 | 5.5% | $4.50万 | 加仓 |
| KLAC | KLA CORP | $86.29万 | 0.04% | 2,860 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $87.01万 | 0.05% | 15,447 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $87.91万 | 0.05% | 1,694 | -24 | -1.4% | -$1.25万 | 减仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $89.95万 | 0.05% | 42,570 | 130 | 0.3% | $2,747 | 加仓 |
| LOW | LOWES COS INC | $91.44万 | 0.05% | 4,147 | -84 | -2.0% | -$1.85万 | 减仓 |
| TRGP | TARGA RES CORP | $91.50万 | 0.05% | 3,412 | 374 | 12.3% | $10.03万 | 加仓 |
| ADI | ANALOG DEVICES INC | $92.90万 | 0.05% | 2,339 | -17 | -0.7% | -$6,752 | 减仓 |
| ETR | ENTERGY CORP NEW | $93.43万 | 0.05% | 8,134 | 745 | 10.1% | $8.56万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $94.55万 | 0.05% | 56,805 | 1,150 | 2.1% | $1.91万 | 加仓 |
| CB | CHUBB LIMITED | $96.50万 | 0.05% | 2,832 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $99.30万 | 0.05% | 9,552 | -50 | -0.5% | -$5,198 | 减仓 |
| IBCA | ISHARES TR | $99.88万 | 0.05% | 39,000 | 10,790 | 38.2% | $27.63万 | 加仓 |
| VLO | VALERO ENERGY CORP | $101.68万 | 0.05% | 3,904 | -13 | -0.3% | -$3,386 | 减仓 |
| VGT | VANGUARD WORLD FD | $101.74万 | 0.05% | 8,512 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $104.01万 | 0.05% | 3,431 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $106.02万 | 0.05% | 1,825 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $108.18万 | 0.06% | 4,000 | 158 | 4.1% | $4.27万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $108.39万 | 0.06% | 5,094 | 0 | 0.0% | — | 不变 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $108.97万 | 0.06% | 58,665 | 1,090 | 1.9% | $2.02万 | 加仓 |
| WFC | WELLS FARGO & CO | $110.67万 | 0.06% | 13,392 | -180 | -1.3% | -$1.49万 | 减仓 |
| PEP | PEPSICO INC | $111.81万 | 0.06% | 8,258 | -192 | -2.3% | -$2.60万 | 减仓 |
| IWB | ISHARES TR | $112.41万 | 0.06% | 2,745 | -6 | -0.2% | -$2,457 | 减仓 |
| USFR | WISDOMTREE TR | $114.27万 | 0.06% | 22,695 | 2,030 | 9.8% | $10.22万 | 加仓 |
| EMR | EMERSON ELEC CO | $114.29万 | 0.06% | 7,984 | -40 | -0.5% | -$5,726 | 减仓 |
| BN | BROOKFIELD CORP | $114.89万 | 0.06% | 26,977 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $115.98万 | 0.06% | 3,424 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $116.18万 | 0.06% | 5,791 | -52 | -0.9% | -$1.04万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $116.38万 | 0.06% | 12,463 | 300 | 2.5% | $2.80万 | 加仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $116.52万 | 0.06% | 53,585 | -525 | -1.0% | -$1.14万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $117.26万 | 0.06% | 4,617 | -56 | -1.2% | -$1.42万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $118.27万 | 0.06% | 60,297 | 310 | 0.5% | $6,081 | 加仓 |
| CSCO | CISCO SYS INC | $118.67万 | 0.06% | 10,103 | 1,640 | 19.4% | $19.26万 | 加仓 |
| KBE | SPDR SERIES TRUST | $119.39万 | 0.06% | 17,500 | -4,250 | -19.5% | -$28.99万 | 减仓 |
| P | EVERPURE INC | $121.78万 | 0.06% | 15,456 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $123.59万 | 0.06% | 60,688 | 1,050 | 1.8% | $2.14万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $125.55万 | 0.07% | 6,940 | 353 | 5.4% | $6.39万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $129.84万 | 0.07% | 40,614 | 2,903 | 7.7% | $9.28万 | 加仓 |
| PSA | PUBLIC STORAGE | $131.24万 | 0.07% | 4,123 | 412 | 11.1% | $13.11万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $132.77万 | 0.07% | 6,231 | 354 | 6.0% | $7.54万 | 加仓 |
| VST | VISTRA CORP | $133.41万 | 0.07% | 8,410 | 1,835 | 27.9% | $29.11万 | 加仓 |
| TQQQ | PROSHARES TR | $134.23万 | 0.07% | 16,572 | 50 | 0.3% | $4,050 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $136.32万 | 0.07% | 1,181 | 1,181 | — | $136.32万 | 新建仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $136.55万 | 0.07% | 61,110 | -1,290 | -2.1% | -$2.88万 | 减仓 |
| ABBV | ABBVIE INC | $140.31万 | 0.07% | 5,576 | -692 | -11.0% | -$17.41万 | 减仓 |
| FTK | FLOTEK INDUSTRIES INC | $144.46万 | 0.07% | 61,420 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $147.11万 | 0.08% | 11,622 | 764 | 7.0% | $9.67万 | 加仓 |
| DE | DEERE & CO | $153.06万 | 0.08% | 2,413 | 236 | 10.8% | $14.97万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $160.96万 | 0.08% | 11,962 | 0 | 0.0% | — | 不变 |
| IBDZ | ISHARES TR | $160.99万 | 0.08% | 61,800 | 10,390 | 20.2% | $27.07万 | 加仓 |
| APA | APA CORPORATION | $162.85万 | 0.08% | 50,000 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $164.20万 | 0.09% | 3,223 | -4 | -0.1% | -$2,038 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $168.82万 | 0.09% | 5,042 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $169.07万 | 0.09% | 33,485 | -920 | -2.7% | -$4.65万 | 减仓 |
| IBDS | ISHARES TR | $169.13万 | 0.09% | 69,830 | 8,355 | 13.6% | $20.24万 | 加仓 |
| KKR | KKR & CO INC | $171.62万 | 0.09% | 18,699 | 7,705 | 70.1% | $70.72万 | 加仓 |
| WM | WASTE MGMT INC DEL | $172.24万 | 0.09% | 7,728 | 706 | 10.1% | $15.74万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $173.16万 | 0.09% | 2,269 | -10 | -0.4% | -$7,631 | 减仓 |
| MELI | MERCADOLIBRE INC | $174.32万 | 0.09% | 1,027 | 78 | 8.2% | $13.24万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $182.68万 | 0.09% | 12,458 | -113 | -0.9% | -$1.66万 | 减仓 |
| UI | UBIQUITI INC | $183.33万 | 0.10% | 3,433 | 176 | 5.4% | $9.40万 | 加仓 |
| KO | COCA COLA CO | $183.98万 | 0.10% | 22,638 | -248 | -1.1% | -$2.02万 | 减仓 |
| MRK | MERCK & CO INC | $187.02万 | 0.10% | 14,554 | -38 | -0.3% | -$4,883 | 减仓 |
| CCJ | CAMECO CORP | $189.08万 | 0.10% | 18,563 | 12,583 | 210.4% | $128.17万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $189.47万 | 0.10% | 55,990 | 6,740 | 13.7% | $22.81万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $190.00万 | 0.10% | 21,647 | 1,379 | 6.8% | $12.10万 | 加仓 |
| EQT | EQT CORP | $191.20万 | 0.10% | 35,960 | 1,295 | 3.7% | $6.89万 | 加仓 |
| CMI | CUMMINS INC | $195.92万 | 0.10% | 2,747 | 248 | 9.9% | $17.69万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $203.03万 | 0.11% | 11,391 | 616 | 5.7% | $10.98万 | 加仓 |