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 |
|---|---|---|---|---|---|---|---|---|
| IBDY | ISHARES TR | $207.26万 | 0.11% | 80,505 | 10,440 | 14.9% | $26.88万 | 加仓 |
| IWM | ISHARES TR | $207.31万 | 0.11% | 6,900 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $221.43万 | 0.11% | 18,979 | 1,126 | 6.3% | $13.14万 | 加仓 |
| IBDT | ISHARES TR | $225.94万 | 0.12% | 89,480 | 11,145 | 14.2% | $28.14万 | 加仓 |
| IBDU | ISHARES TR | $235.51万 | 0.12% | 101,690 | 12,485 | 14.0% | $28.92万 | 加仓 |
| WMB | WILLIAMS COS INC | $236.01万 | 0.12% | 31,748 | 525 | 1.7% | $3.90万 | 加仓 |
| MSCI | MSCI INC | $239.64万 | 0.12% | 4,279 | 267 | 6.7% | $14.95万 | 加仓 |
| PSX | PHILLIPS 66 | $239.70万 | 0.12% | 14,180 | 549 | 4.0% | $9.28万 | 加仓 |
| RACE | FERRARI N V | $244.45万 | 0.13% | 6,566 | 403 | 6.5% | $15.00万 | 加仓 |
| IBDX | ISHARES TR | $244.68万 | 0.13% | 97,135 | 9,900 | 11.3% | $24.94万 | 加仓 |
| IBDV | ISHARES TR | $244.89万 | 0.13% | 112,335 | 10,580 | 10.4% | $23.06万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $249.26万 | 0.13% | 10,167 | 635 | 6.7% | $15.57万 | 加仓 |
| OKE | ONEOK INC NEW | $250.83万 | 0.13% | 28,851 | 930 | 3.3% | $8.09万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $259.13万 | 0.13% | 6,516 | 741 | 12.8% | $29.47万 | 加仓 |
| VO | VANGUARD INDEX FDS | $268.70万 | 0.14% | 33,350 | -2 | -0.0% | -$161 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $281.54万 | 0.15% | 9,995 | 798 | 8.7% | $22.48万 | 加仓 |
| IBDW | ISHARES TR | $290.58万 | 0.15% | 139,435 | 10,980 | 8.5% | $22.88万 | 加仓 |
| IHI | ISHARES TR | $290.63万 | 0.15% | 58,821 | 1,145 | 2.0% | $5.66万 | 加仓 |
| — | STELLAR BANCORP INC | $314.56万 | 0.16% | 79,999 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $315.64万 | 0.16% | 108,991 | 11,325 | 11.6% | $32.80万 | 加仓 |
| GE | GE AEROSPACE | $321.08万 | 0.17% | 8,591 | -28 | -0.3% | -$1.05万 | 减仓 |
| FIX | COMFORT SYS USA INC | $324.25万 | 0.17% | 1,636 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $338.71万 | 0.18% | 4,523 | 3 | 0.1% | $2,247 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $341.03万 | 0.18% | 4,063 | 162 | 4.2% | $13.60万 | 加仓 |
| IJK | ISHARES TR | $372.48万 | 0.19% | 31,700 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $373.21万 | 0.19% | 9,461 | 283 | 3.1% | $11.16万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $377.55万 | 0.20% | 91,373 | 85,854 | 1,555.6% | $354.75万 | 加仓 |
| CLS | CELESTICA INC | $385.99万 | 0.20% | 10,581 | 86 | 0.8% | $3.14万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $394.16万 | 0.20% | 34,070 | 4,740 | 16.2% | $54.84万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $398.91万 | 0.21% | 7,767 | 404 | 5.5% | $20.75万 | 加仓 |
| NFLX | NETFLIX INC. | $404.53万 | 0.21% | 56,657 | 4,124 | 7.9% | $29.45万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $414.70万 | 0.22% | 6,038 | 205 | 3.5% | $14.08万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $424.96万 | 0.22% | 19,500 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $426.97万 | 0.22% | 5,145 | 179 | 3.6% | $14.85万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $427.49万 | 0.22% | 6,078 | -15 | -0.2% | -$1.06万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $430.80万 | 0.22% | 22,612 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $447.42万 | 0.23% | 27,237 | 9 | 0.0% | $1,478 | 加仓 |
| CVX | CHEVRON CORPORATION | $479.50万 | 0.25% | 28,927 | -98 | -0.3% | -$1.62万 | 减仓 |
| APP | APPLOVIN CORP | $489.78万 | 0.25% | 9,506 | 179 | 1.9% | $9.22万 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $491.40万 | 0.25% | 12,919 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $502.83万 | 0.26% | 11,955 | 257 | 2.2% | $10.81万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $523.03万 | 0.27% | 12,070 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $523.20万 | 0.27% | 42,136 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $547.99万 | 0.28% | 16,069 | 667 | 4.3% | $22.75万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $569.27万 | 0.30% | 33,510 | 553 | 1.7% | $9.39万 | 加仓 |
| IEFA | ISHARES TR | $579.61万 | 0.30% | 60,013 | -480 | -0.8% | -$4.64万 | 减仓 |
| IMTM | ISHARES TR | $581.90万 | 0.30% | 109,113 | -100,506 | -47.9% | -$536.00万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $584.35万 | 0.30% | 49,825 | 1,020 | 2.1% | $11.96万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $595.31万 | 0.31% | 114,748 | 1,714 | 1.5% | $8.89万 | 加仓 |
| GLD | SPDR GOLD TR | $619.28万 | 0.32% | 16,811 | -434 | -2.5% | -$15.99万 | 减仓 |
| DIS | DISNEY WALT CO | $643.36万 | 0.33% | 66,843 | 1,658 | 2.5% | $15.96万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $667.21万 | 0.35% | 54,196 | 1,136 | 2.1% | $13.99万 | 加仓 |
| ORCL | ORACLE CORP | $668.59万 | 0.35% | 45,622 | 838 | 1.9% | $12.28万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $689.04万 | 0.36% | 58,240 | 129 | 0.2% | $1.53万 | 加仓 |
| BC | BRUNSWICK CORP | $754.71万 | 0.39% | 89,590 | 738 | 0.8% | $6.22万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $755.55万 | 0.39% | 31,931 | -830 | -2.5% | -$19.64万 | 减仓 |
| COR | CENCORA INC | $765.89万 | 0.40% | 27,065 | 638 | 2.4% | $18.05万 | 加仓 |
| AMZN | AMAZON COM INC | $776.68万 | 0.40% | 32,587 | 32 | 0.1% | $7,627 | 加仓 |
| SMH | VANECK ETF TRUST | $800.91万 | 0.42% | 12,211 | 12,211 | — | $800.91万 | 新建仓 |
| PWR | QUANTA SVCS INC | $879.60万 | 0.46% | 12,216 | 117 | 1.0% | $8.42万 | 加仓 |
| IWD | ISHARES TR | $922.42万 | 0.48% | 38,049 | -475 | -1.2% | -$11.52万 | 减仓 |
| MGC | VANGUARD WORLD FD | $1,008.27万 | 0.52% | 36,848 | 1,742 | 5.0% | $47.67万 | 加仓 |
| PII | POLARIS INC | $1,035.18万 | 0.54% | 151,254 | -1,092 | -0.7% | -$7.47万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1,100.50万 | 0.57% | 47,937 | 1,805 | 3.9% | $41.44万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $1,111.85万 | 0.58% | 184,417 | 174,657 | 1,789.5% | $1,053.01万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $1,181.65万 | 0.61% | 321,451 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $1,184.43万 | 0.61% | 32,373 | -127 | -0.4% | -$4.65万 | 减仓 |
| RIO | RIO TINTO PLC | $1,208.13万 | 0.63% | 127,265 | 2,878 | 2.3% | $27.32万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $1,234.35万 | 0.64% | 49,698 | 1,986 | 4.2% | $49.33万 | 加仓 |
| DHR | DANAHER CORP DEL | $1,247.76万 | 0.65% | 65,506 | 2,224 | 3.5% | $42.36万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,315.93万 | 0.68% | 152,766 | -30 | -0.0% | -$2,584 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,372.63万 | 0.71% | 61,292 | 991 | 1.6% | $22.19万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1,431.27万 | 0.74% | 85,875 | 2,727 | 3.3% | $45.45万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $1,475.75万 | 0.77% | 201,193 | 4,855 | 2.5% | $35.61万 | 加仓 |
| META | META PLATFORMS INC | $1,491.83万 | 0.77% | 26,484 | 670 | 2.6% | $37.74万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $1,505.97万 | 0.78% | 61,166 | 712 | 1.2% | $17.53万 | 加仓 |
| MCD | MCDONALDS CORP | $1,556.35万 | 0.81% | 57,577 | 1,112 | 2.0% | $30.06万 | 加仓 |
| GOOG | ALPHABET INC | $1,589.35万 | 0.82% | 44,982 | 243 | 0.5% | $8.59万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $1,660.47万 | 0.86% | 48,224 | 1,266 | 2.7% | $43.59万 | 加仓 |
| EOG | EOG RES INC | $1,673.16万 | 0.87% | 128,973 | 1,027 | 0.8% | $13.32万 | 加仓 |
| TJX | TJX COS INC NEW | $1,688.38万 | 0.88% | 111,444 | 2,351 | 2.2% | $35.62万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1,700.13万 | 0.88% | 40,938 | 949 | 2.4% | $39.41万 | 加仓 |
| UNP | UNION PAC CORP | $1,708.27万 | 0.89% | 62,804 | 1,147 | 1.9% | $31.20万 | 加仓 |
| CTAS | CINTAS CORP | $1,750.79万 | 0.91% | 102,939 | 2,178 | 2.2% | $37.04万 | 加仓 |
| HD | HOME DEPOT INC | $1,773.76万 | 0.92% | 50,294 | 1,114 | 2.3% | $39.29万 | 加仓 |
| SYK | STRYKER CORPORATION | $1,787.45万 | 0.93% | 56,773 | 2,028 | 3.7% | $63.85万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,851.73万 | 0.96% | 38,774 | 24,525 | 172.1% | $1,171.24万 | 加仓 |
| LLY | ELI LILLY & CO | $1,866.80万 | 0.97% | 15,564 | 312 | 2.0% | $37.42万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $1,872.06万 | 0.97% | 305,742 | 12,750 | 4.4% | $78.07万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,876.22万 | 0.97% | 57,319 | 819 | 1.4% | $26.81万 | 加仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $1,979.42万 | 1.03% | 267,031 | 12,138 | 4.8% | $89.98万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,036.87万 | 1.06% | 21,774 | 190 | 0.9% | $17.77万 | 加仓 |
| ALL | ALLSTATE CORP | $2,119.11万 | 1.10% | 89,061 | 941 | 1.1% | $22.39万 | 加仓 |
| SPGI | S&P GLOBAL INC | $2,186.58万 | 1.13% | 53,690 | 6 | 0.0% | $2,444 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $2,210.04万 | 1.15% | 59,636 | 185 | 0.3% | $6.86万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $2,245.66万 | 1.16% | 22,204 | 326 | 1.5% | $32.97万 | 加仓 |
| MCK | MCKESSON CORP | $2,295.73万 | 1.19% | 30,383 | 110 | 0.4% | $8.31万 | 加仓 |
| MPC | MARATHON PETE CORP | $2,330.36万 | 1.21% | 91,147 | 874 | 1.0% | $22.35万 | 加仓 |
| V | VISA INC | $2,342.71万 | 1.22% | 68,283 | 1,812 | 2.7% | $62.17万 | 加仓 |
| TXN | TEXAS INSTRS INC | $2,494.41万 | 1.29% | 83,685 | 487 | 0.6% | $14.52万 | 加仓 |