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 |
|---|---|---|---|---|---|---|---|---|
| KMI | KINDER MORGAN INC DEL | $126.44万 | 0.07% | 37,711 | -1,516 | -3.9% | -$5.08万 | 减仓 |
| COP | CONOCOPHILLIPS | $126.74万 | 0.07% | 9,602 | -1,027 | -9.7% | -$13.56万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $128.72万 | 0.08% | 5,877 | 170 | 3.0% | $3.72万 | 加仓 |
| KBE | SPDR SERIES TRUST | $129.52万 | 0.08% | 21,750 | -340 | -1.5% | -$2.02万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $130.82万 | 0.08% | 11,962 | -112 | -0.9% | -$1.22万 | 减仓 |
| PEP | PEPSICO INC | $131.22万 | 0.08% | 8,450 | -217 | -2.5% | -$3.37万 | 减仓 |
| IBDZ | ISHARES TR | $133.97万 | 0.08% | 51,410 | 30,575 | 146.7% | $79.68万 | 加仓 |
| CMI | CUMMINS INC | $134.45万 | 0.08% | 2,499 | 12 | 0.5% | $6,456 | 加仓 |
| ABBV | ABBVIE INC | $136.32万 | 0.08% | 6,268 | 586 | 10.3% | $12.74万 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $139.56万 | 0.08% | 62,400 | -2,745 | -4.2% | -$6.14万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $142.17万 | 0.08% | 10,858 | -493 | -4.3% | -$6.46万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $143.41万 | 0.08% | 14,730 | 1,795 | 13.9% | $17.48万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $143.47万 | 0.08% | 49,250 | 246 | 0.5% | $7,166 | 加仓 |
| IBDS | ISHARES TR | $149.02万 | 0.09% | 61,475 | 1,238 | 2.1% | $3.00万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $158.88万 | 0.09% | 3,901 | 3,901 | — | $158.88万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $161.36万 | 0.09% | 7,022 | -64 | -0.9% | -$1.47万 | 减仓 |
| MELI | MERCADOLIBRE INC | $164.08万 | 0.10% | 949 | 76 | 8.7% | $13.14万 | 加仓 |
| IWM | ISHARES TR | $171.12万 | 0.10% | 6,900 | -196 | -2.8% | -$4.86万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $173.30万 | 0.10% | 34,405 | 1,215 | 3.7% | $6.12万 | 加仓 |
| KO | COCA COLA CO | $174.05万 | 0.10% | 22,886 | 1,478 | 6.9% | $11.24万 | 加仓 |
| MRK | MERCK & CO INC | $175.53万 | 0.10% | 14,592 | 602 | 4.3% | $7.24万 | 加仓 |
| IBDY | ISHARES TR | $181.12万 | 0.11% | 70,065 | 22,030 | 45.9% | $56.95万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $181.46万 | 0.11% | 431 | -14 | -3.1% | -$5.89万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $181.57万 | 0.11% | 12,571 | 703 | 5.9% | $10.15万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $188.25万 | 0.11% | 20,268 | -608 | -2.9% | -$5.65万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $190.58万 | 0.11% | 9,532 | 8,332 | 694.3% | $166.59万 | 重新持有 |
| LMT | LOCKHEED MARTIN CORP | $195.04万 | 0.11% | 3,227 | -170 | -5.0% | -$10.27万 | 减仓 |
| IBDT | ISHARES TR | $198.42万 | 0.12% | 78,335 | 8,555 | 12.3% | $21.67万 | 加仓 |
| IBDU | ISHARES TR | $207.49万 | 0.12% | 89,205 | 13,885 | 18.4% | $32.30万 | 加仓 |
| RACE | FERRARI N V | $208.59万 | 0.12% | 6,163 | 2,332 | 60.9% | $78.93万 | 加仓 |
| APA | APA CORPORATION | $212.20万 | 0.12% | 50,000 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $216.25万 | 0.13% | 4,012 | -4 | -0.1% | -$2,156 | 减仓 |
| COHR | COHERENT CORP | $218.63万 | 0.13% | 9,178 | 7,548 | 463.1% | $179.80万 | 加仓 |
| IBDX | ISHARES TR | $220.44万 | 0.13% | 87,235 | 21,385 | 32.5% | $54.04万 | 加仓 |
| EQT | EQT CORP | $220.61万 | 0.13% | 34,665 | -4,295 | -11.0% | -$27.33万 | 减仓 |
| IBDV | ISHARES TR | $222.74万 | 0.13% | 101,755 | 14,945 | 17.2% | $32.71万 | 加仓 |
| FIX | COMFORT SYS USA INC | $225.60万 | 0.13% | 1,636 | 90 | 5.8% | $12.41万 | 加仓 |
| WMB | WILLIAMS COS INC | $227.24万 | 0.13% | 31,223 | -615 | -1.9% | -$4.48万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $228.64万 | 0.13% | 44,849 | 44,849 | — | $228.64万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $239.44万 | 0.14% | 8,338 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $244.59万 | 0.14% | 8,619 | 56 | 0.7% | $1.59万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $245.14万 | 0.14% | 97,666 | -1,138 | -1.2% | -$2.86万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $246.92万 | 0.14% | 15,402 | 8,274 | 116.1% | $132.65万 | 加仓 |
| PSX | PHILLIPS 66 | $248.32万 | 0.15% | 13,631 | -440 | -3.1% | -$8.02万 | 减仓 |
| OKE | ONEOK INC NEW | $252.38万 | 0.15% | 27,921 | 290 | 1.0% | $2.62万 | 加仓 |
| UI | UBIQUITI INC | $257.40万 | 0.15% | 3,257 | 1,273 | 64.2% | $100.60万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $257.89万 | 0.15% | 12,070 | 697 | 6.1% | $14.89万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $261.15万 | 0.15% | 17,853 | 17,853 | — | $261.15万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $266.22万 | 0.16% | 5,775 | 251 | 4.5% | $11.57万 | 加仓 |
| IBDW | ISHARES TR | $268.86万 | 0.16% | 128,455 | 36,820 | 40.2% | $77.06万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $276.67万 | 0.16% | 9,197 | 9,197 | — | $276.67万 | 新建仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $286.64万 | 0.17% | 29,330 | 29,330 | — | $286.64万 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $286.89万 | 0.17% | 12,919 | 0 | 0.0% | — | 不变 |
| — | STELLAR BANCORP INC | $292.88万 | 0.17% | 79,999 | -3,080 | -3.7% | -$11.28万 | 减仓 |
| IVV | ISHARES TR | $295.24万 | 0.17% | 4,520 | 54 | 1.2% | $3.53万 | 加仓 |
| CLS | CELESTICA INC | $295.62万 | 0.17% | 10,495 | -246 | -2.3% | -$6.93万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $300.51万 | 0.18% | 22,612 | -558 | -2.4% | -$7.42万 | 减仓 |
| IHI | ISHARES TR | $307.70万 | 0.18% | 57,676 | -5,710 | -9.0% | -$30.46万 | 减仓 |
| IJK | ISHARES TR | $318.97万 | 0.19% | 31,700 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $348.55万 | 0.20% | 5,833 | 55 | 1.0% | $3.29万 | 加仓 |
| EME | EMCOR GROUP INC | $366.65万 | 0.22% | 4,966 | 2,946 | 145.8% | $217.51万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $367.90万 | 0.22% | 7,363 | 255 | 3.6% | $12.74万 | 加仓 |
| APP | APPLOVIN CORP | $371.21万 | 0.22% | 9,327 | -5,421 | -36.8% | -$215.76万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $375.79万 | 0.22% | 6,093 | -215 | -3.4% | -$13.26万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $382.59万 | 0.22% | 19,500 | -90 | -0.5% | -$1.77万 | 减仓 |
| ITOT | ISHARES TR | $387.81万 | 0.23% | 27,228 | 492 | 1.8% | $7.01万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $404.65万 | 0.24% | 32,957 | 396 | 1.2% | $4.86万 | 加仓 |
| — | COTERRA ENERGY INC | $430.99万 | 0.25% | 122,649 | -10,291 | -7.7% | -$36.16万 | 减仓 |
| TSLA | TESLA INC | $434.87万 | 0.26% | 11,698 | 287 | 2.5% | $10.67万 | 加仓 |
| IWF | ISHARES TR | $449.17万 | 0.26% | 10,534 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X FDS | $462.76万 | 0.27% | 65,325 | 65,325 | — | $462.76万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $481.55万 | 0.28% | 14,249 | 186 | 1.3% | $6.29万 | 加仓 |
| NFLX | NETFLIX INC. | $505.10万 | 0.30% | 52,533 | 27,233 | 107.6% | $261.85万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $531.88万 | 0.31% | 48,805 | -1,194 | -2.4% | -$13.01万 | 减仓 |
| IEFA | ISHARES TR | $547.64万 | 0.32% | 60,493 | 3,363 | 5.9% | $30.45万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $598.63万 | 0.35% | 113,034 | -7,209 | -6.0% | -$38.18万 | 减仓 |
| CVX | CHEVRON CORPORATION | $600.54万 | 0.35% | 29,025 | 157 | 0.5% | $3.25万 | 加仓 |
| GLDM | WORLD GOLD TR | $602.49万 | 0.35% | 65,000 | -1,353 | -2.0% | -$12.54万 | 减仓 |
| DIS | DISNEY WALT CO | $628.25万 | 0.37% | 65,185 | 65,185 | — | $628.25万 | 新建仓 |
| BC | BRUNSWICK CORP | $646.49万 | 0.38% | 88,852 | 561 | 0.6% | $4.08万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $647.47万 | 0.38% | 58,111 | -104,591 | -64.3% | -$1,165.35万 | 减仓 |
| ORCL | ORACLE CORP | $658.82万 | 0.39% | 44,784 | 41,135 | 1,127.3% | $605.14万 | 加仓 |
| PWR | QUANTA SVCS INC | $664.26万 | 0.39% | 12,099 | -1,535 | -11.3% | -$84.27万 | 减仓 |
| AMZN | AMAZON COM INC | $678.02万 | 0.40% | 32,555 | 362 | 1.1% | $7.54万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $704.55万 | 0.41% | 32,761 | -2,536 | -7.2% | -$54.54万 | 减仓 |
| GLD | SPDR GOLD TR | $742.04万 | 0.44% | 17,245 | -430 | -2.4% | -$18.50万 | 减仓 |
| IWD | ISHARES TR | $823.14万 | 0.48% | 38,524 | -220 | -0.6% | -$4.70万 | 减仓 |
| MGC | VANGUARD WORLD FD | $829.73万 | 0.49% | 35,106 | 102 | 0.3% | $2.41万 | 加仓 |
| COR | CENCORA INC | $830.18万 | 0.49% | 26,427 | 10,867 | 69.8% | $341.38万 | 加仓 |
| PII | POLARIS INC | $830.29万 | 0.49% | 152,346 | -1,410 | -0.9% | -$7.68万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $834.53万 | 0.49% | 53,060 | 1,741 | 3.4% | $27.38万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $999.13万 | 0.59% | 46,132 | 2,817 | 6.5% | $61.01万 | 加仓 |
| IMTM | ISHARES TR | $1,006.59万 | 0.59% | 209,619 | 2,812 | 1.4% | $13.50万 | 加仓 |
| INTU | INTUIT | $1,028.90万 | 0.60% | 23,796 | -8,026 | -25.2% | -$347.03万 | 减仓 |
| OEF | ISHARES TR | $1,033.73万 | 0.61% | 32,500 | -354 | -1.1% | -$11.26万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $1,105.58万 | 0.65% | 196,338 | 13,454 | 7.4% | $75.76万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,112.33万 | 0.65% | 25,466 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $1,160.41万 | 0.68% | 124,387 | 124,387 | — | $1,160.41万 | 新建仓 |
| DHR | DANAHER CORP DEL | $1,199.82万 | 0.70% | 63,282 | 3,825 | 6.4% | $72.52万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $1,216.37万 | 0.71% | 321,451 | 69,700 | 27.7% | $263.74万 | 加仓 |