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 |
|---|---|---|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | $257.89万 | 0.15% | 12,070 | 697 | 6.1% | $14.89万 | 加仓 |
| UI | UBIQUITI INC | $257.40万 | 0.15% | 3,257 | 1,273 | 64.2% | $100.60万 | 加仓 |
| OKE | ONEOK INC NEW | $252.38万 | 0.15% | 27,921 | 290 | 1.0% | $2.62万 | 加仓 |
| PSX | PHILLIPS 66 | $248.32万 | 0.15% | 13,631 | -440 | -3.1% | -$8.02万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $246.92万 | 0.14% | 15,402 | 8,274 | 116.1% | $132.65万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $245.14万 | 0.14% | 97,666 | -1,138 | -1.2% | -$2.86万 | 减仓 |
| GE | GE AEROSPACE | $244.59万 | 0.14% | 8,619 | 56 | 0.7% | $1.59万 | 加仓 |
| VO | VANGUARD INDEX FDS | $239.44万 | 0.14% | 8,338 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $228.64万 | 0.13% | 44,849 | 44,849 | — | $228.64万 | 新建仓 |
| WMB | WILLIAMS COS INC | $227.24万 | 0.13% | 31,223 | -615 | -1.9% | -$4.48万 | 减仓 |
| FIX | COMFORT SYS USA INC | $225.60万 | 0.13% | 1,636 | 90 | 5.8% | $12.41万 | 加仓 |
| IBDV | ISHARES TR | $222.74万 | 0.13% | 101,755 | 14,945 | 17.2% | $32.71万 | 加仓 |
| EQT | EQT CORP | $220.61万 | 0.13% | 34,665 | -4,295 | -11.0% | -$27.33万 | 减仓 |
| IBDX | ISHARES TR | $220.44万 | 0.13% | 87,235 | 21,385 | 32.5% | $54.04万 | 加仓 |
| COHR | COHERENT CORP | $218.63万 | 0.13% | 9,178 | 7,548 | 463.1% | $179.80万 | 加仓 |
| MSCI | MSCI INC | $216.25万 | 0.13% | 4,012 | -4 | -0.1% | -$2,156 | 减仓 |
| APA | APA CORPORATION | $212.20万 | 0.12% | 50,000 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $208.59万 | 0.12% | 6,163 | 2,332 | 60.9% | $78.93万 | 加仓 |
| IBDU | ISHARES TR | $207.49万 | 0.12% | 89,205 | 13,885 | 18.4% | $32.30万 | 加仓 |
| IBDT | ISHARES TR | $198.42万 | 0.12% | 78,335 | 8,555 | 12.3% | $21.67万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $195.04万 | 0.11% | 3,227 | -170 | -5.0% | -$10.27万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $190.58万 | 0.11% | 9,532 | 8,332 | 694.3% | $166.59万 | 重新持有 |
| NEE | NEXTERA ENERGY INC | $188.25万 | 0.11% | 20,268 | -608 | -2.9% | -$5.65万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $181.57万 | 0.11% | 12,571 | 703 | 5.9% | $10.15万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $181.46万 | 0.11% | 431 | -14 | -3.1% | -$5.89万 | 减仓 |
| IBDY | ISHARES TR | $181.12万 | 0.11% | 70,065 | 22,030 | 45.9% | $56.95万 | 加仓 |
| MRK | MERCK & CO INC | $175.53万 | 0.10% | 14,592 | 602 | 4.3% | $7.24万 | 加仓 |
| KO | COCA COLA CO | $174.05万 | 0.10% | 22,886 | 1,478 | 6.9% | $11.24万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $173.30万 | 0.10% | 34,405 | 1,215 | 3.7% | $6.12万 | 加仓 |
| IWM | ISHARES TR | $171.12万 | 0.10% | 6,900 | -196 | -2.8% | -$4.86万 | 减仓 |
| MELI | MERCADOLIBRE INC | $164.08万 | 0.10% | 949 | 76 | 8.7% | $13.14万 | 加仓 |
| WM | WASTE MGMT INC DEL | $161.36万 | 0.09% | 7,022 | -64 | -0.9% | -$1.47万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $158.88万 | 0.09% | 3,901 | 3,901 | — | $158.88万 | 新建仓 |
| IBDS | ISHARES TR | $149.02万 | 0.09% | 61,475 | 1,238 | 2.1% | $3.00万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $143.47万 | 0.08% | 49,250 | 246 | 0.5% | $7,166 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $143.41万 | 0.08% | 14,730 | 1,795 | 13.9% | $17.48万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $142.17万 | 0.08% | 10,858 | -493 | -4.3% | -$6.46万 | 减仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $139.56万 | 0.08% | 62,400 | -2,745 | -4.2% | -$6.14万 | 减仓 |
| ABBV | ABBVIE INC | $136.32万 | 0.08% | 6,268 | 586 | 10.3% | $12.74万 | 加仓 |
| CMI | CUMMINS INC | $134.45万 | 0.08% | 2,499 | 12 | 0.5% | $6,456 | 加仓 |
| IBDZ | ISHARES TR | $133.97万 | 0.08% | 51,410 | 30,575 | 146.7% | $79.68万 | 加仓 |
| PEP | PEPSICO INC | $131.22万 | 0.08% | 8,450 | -217 | -2.5% | -$3.37万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $130.82万 | 0.08% | 11,962 | -112 | -0.9% | -$1.22万 | 减仓 |
| KBE | SPDR SERIES TRUST | $129.52万 | 0.08% | 21,750 | -340 | -1.5% | -$2.02万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $128.72万 | 0.08% | 5,877 | 170 | 3.0% | $3.72万 | 加仓 |
| COP | CONOCOPHILLIPS | $126.74万 | 0.07% | 9,602 | -1,027 | -9.7% | -$13.56万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $126.44万 | 0.07% | 37,711 | -1,516 | -3.9% | -$5.08万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $126.34万 | 0.07% | 5,042 | -2 | -0.0% | -$501 | 减仓 |
| DE | DEERE & CO | $122.63万 | 0.07% | 2,177 | -18 | -0.8% | -$1.01万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $121.80万 | 0.07% | 59,638 | 940 | 1.6% | $1.92万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $117.72万 | 0.07% | 59,987 | -10,590 | -15.0% | -$20.78万 | 减仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $117.34万 | 0.07% | 54,110 | -210 | -0.4% | -$4,554 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $114.23万 | 0.07% | 4,673 | -171 | -3.5% | -$4.18万 | 减仓 |
| BN | BROOKFIELD CORP | $109.18万 | 0.06% | 26,977 | -428 | -1.6% | -$1.73万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $108.91万 | 0.06% | 6,587 | 3,680 | 126.6% | $60.85万 | 加仓 |
| WFC | WELLS FARGO & CO | $108.05万 | 0.06% | 13,572 | -930 | -6.4% | -$7.40万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $107.59万 | 0.06% | 12,163 | 0 | 0.0% | — | 不变 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $107.44万 | 0.06% | 57,575 | 3,595 | 6.7% | $6.71万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $106.59万 | 0.06% | 5,843 | 107 | 1.9% | $1.95万 | 加仓 |
| EMR | EMERSON ELEC CO | $105.13万 | 0.06% | 8,024 | 145 | 1.8% | $1.90万 | 加仓 |
| FTK | FLOTEK INDUSTRIES INC | $104.23万 | 0.06% | 61,420 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE TR | $104.03万 | 0.06% | 20,665 | -1,455 | -6.6% | -$7.32万 | 减仓 |
| KKR | KKR & CO INC | $101.69万 | 0.06% | 10,994 | 215 | 2.0% | $1.99万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $101.05万 | 0.06% | 3,424 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO | $100.52万 | 0.06% | 3,711 | 81 | 2.2% | $2.19万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $99.99万 | 0.06% | 3,842 | 409 | 11.9% | $10.64万 | 加仓 |
| LOW | LOWES COS INC | $99.97万 | 0.06% | 4,231 | -119 | -2.7% | -$2.81万 | 减仓 |
| VST | VISTRA CORP | $98.84万 | 0.06% | 6,575 | 720 | 12.3% | $10.82万 | 加仓 |
| IWB | ISHARES TR | $98.09万 | 0.06% | 2,751 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $97.76万 | 0.06% | 5,094 | -666 | -11.6% | -$12.78万 | 减仓 |
| VLO | VALERO ENERGY CORP | $96.78万 | 0.06% | 3,917 | 26 | 0.7% | $6,424 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $93.54万 | 0.05% | 1,903 | 315 | 19.8% | $15.48万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $93.05万 | 0.05% | 55,655 | 3,985 | 7.7% | $6.66万 | 加仓 |
| VNT | VONTIER CORPORATION | $92.43万 | 0.05% | 26,060 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $92.30万 | 0.05% | 2,832 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC | $91.25万 | 0.05% | 15,456 | -6 | -0.0% | -$354 | 减仓 |
| VB | VANGUARD INDEX FDS | $89.88万 | 0.05% | 3,431 | 0 | 0.0% | — | 不变 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $89.27万 | 0.05% | 42,440 | 2,680 | 6.7% | $5.64万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $88.97万 | 0.05% | 2,279 | 10 | 0.4% | $3,904 | 加仓 |
| MPLX | MPLX LP | $88.16万 | 0.05% | 15,447 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $85.17万 | 0.05% | 1,718 | -161 | -8.6% | -$7.98万 | 减仓 |
| ETR | ENTERGY CORP NEW | $83.02万 | 0.05% | 7,389 | -561 | -7.1% | -$6.30万 | 减仓 |
| VLTO | VERALTO CORP | $76.72万 | 0.05% | 8,676 | -1,948 | -18.3% | -$17.22万 | 减仓 |
| TRGP | TARGA RES CORP | $76.18万 | 0.04% | 3,038 | -58,287 | -95.0% | -$1,461.56万 | 减仓 |
| AMGN | AMGEN INC | $76.07万 | 0.04% | 2,162 | -445 | -17.1% | -$15.66万 | 减仓 |
| ADI | ANALOG DEVICES INC | $74.95万 | 0.04% | 2,356 | 34 | 1.5% | $1.08万 | 加仓 |
| SLV | ISHARES SILVER TR | $74.82万 | 0.04% | 10,980 | 380 | 3.6% | $2.59万 | 加仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $74.78万 | 0.04% | 15,000 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $74.24万 | 0.04% | 1,064 | -355 | -25.0% | -$24.77万 | 减仓 |
| IBCA | ISHARES TR | $72.33万 | 0.04% | 28,210 | 28,210 | — | $72.33万 | 新建仓 |
| BX | BLACKSTONE INC | $71.93万 | 0.04% | 6,255 | -2,053 | -24.7% | -$23.61万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $70.45万 | 0.04% | 11,500 | 11,500 | — | $70.45万 | 新建仓 |
| SHOP | SHOPIFY INC | $70.20万 | 0.04% | 5,918 | -18,307 | -75.6% | -$217.16万 | 减仓 |
| TQQQ | PROSHARES TR | $68.86万 | 0.04% | 16,522 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $68.68万 | 0.04% | 12,685 | 6 | 0.0% | $325 | 加仓 |
| ABT | ABBOTT LABORATORIES | $66.98万 | 0.04% | 6,524 | -1,306 | -16.7% | -$13.41万 | 减仓 |
| CSCO | CISCO SYS INC | $65.66万 | 0.04% | 8,463 | -493 | -5.5% | -$3.83万 | 减仓 |
| CCJ | CAMECO CORP | $64.95万 | 0.04% | 5,980 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $64.23万 | 0.04% | 3,903 | 92 | 2.4% | $1.51万 | 加仓 |
| IWR | ISHARES TR | $62.70万 | 0.04% | 6,449 | 0 | 0.0% | — | 不变 |