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 |
|---|---|---|---|---|---|---|---|---|
| GRMN | GARMIN LTD | $2,499.37万 | 1.30% | 105,219 | 718 | 0.7% | $17.06万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,532.45万 | 1.31% | 33,912 | 160 | 0.5% | $11.95万 | 加仓 |
| APH | AMPHENOL CORP | $2,686.84万 | 1.39% | 152,384 | 2,206 | 1.5% | $38.90万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $2,708.67万 | 1.41% | 27,693 | -24 | -0.1% | -$2.35万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,725.26万 | 1.41% | 73,059 | 854 | 1.2% | $31.86万 | 加仓 |
| — | EXXON MOBIL CORP | $2,811.50万 | 1.46% | 205,639 | 1,402 | 0.7% | $19.17万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2,826.38万 | 1.47% | 321,618 | 23,490 | 7.9% | $206.43万 | 加仓 |
| WMT | WALMART INC | $2,871.27万 | 1.49% | 253,512 | 329 | 0.1% | $3.73万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $2,920.51万 | 1.51% | 39 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $3,239.44万 | 1.68% | 90,647 | -997 | -1.1% | -$35.63万 | 减仓 |
| CAT | CATERPILLAR INC | $4,344.24万 | 2.25% | 40,795 | -495 | -1.2% | -$52.71万 | 减仓 |
| AAPL | APPLE INC | $4,424.73万 | 2.30% | 152,914 | 1,122 | 0.7% | $32.47万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $4,853.92万 | 2.52% | 242,587 | 1,255 | 0.5% | $25.11万 | 加仓 |
| ASML | ASML HLDG NV | $5,057.55万 | 2.62% | 25,422 | 40 | 0.2% | $7.96万 | 加仓 |
| QQQ | INVESCO QQQ TR | $5,648.92万 | 2.93% | 76,710 | 873 | 1.2% | $64.29万 | 加仓 |
| AVGO | BROADCOM INC | $6,414.23万 | 3.33% | 169,801 | -2,564 | -1.5% | -$96.86万 | 减仓 |
| GEV | GE VERNOVA INC | $6,994.92万 | 3.63% | 59,538 | -1,711 | -2.8% | -$201.02万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $8,186.63万 | 4.25% | 163,605 | -378 | -0.2% | -$18.91万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1.21亿 | 6.27% | 326,748 | 6,241 | 1.9% | $230.94万 | 加仓 |