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 |
|---|---|---|---|---|---|---|---|---|
| IEX | IDEX CORP | $61.05万 | 0.04% | 3,221 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $59.53万 | 0.03% | 3,086 | 561 | 22.2% | $10.82万 | 加仓 |
| PLD | PROLOGIS INC. | $58.87万 | 0.03% | 4,454 | -225 | -4.8% | -$2.97万 | 减仓 |
| FTI | TECHNIPFMC PLC | $58.76万 | 0.03% | 8,500 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $57.64万 | 0.03% | 5,096 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $56.01万 | 0.03% | 1,632 | -148 | -8.3% | -$5.08万 | 减仓 |
| IJH | ISHARES TR | $55.95万 | 0.03% | 8,285 | -1,900 | -18.7% | -$12.83万 | 减仓 |
| AMLP | ALPS ETF TR | $54.61万 | 0.03% | 10,375 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L | $54.49万 | 0.03% | 24,400 | 24,400 | — | $54.49万 | 新建仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $53.52万 | 0.03% | 9,760 | 3,570 | 57.7% | $19.58万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $52.69万 | 0.03% | 4,160 | -395 | -8.7% | -$5.00万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $52.66万 | 0.03% | 4,549 | -322 | -6.6% | -$3.73万 | 减仓 |
| AME | AMETEK INC | $52.45万 | 0.03% | 2,447 | 24 | 1.0% | $5,145 | 加仓 |
| PAYX | PAYCHEX INC | $52.01万 | 0.03% | 5,646 | 28 | 0.5% | $2,579 | 加仓 |
| ECL | ECOLAB INC | $51.21万 | 0.03% | 1,925 | -112 | -5.5% | -$2.98万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $50.93万 | 0.03% | 1,146 | 43 | 3.9% | $1.91万 | 加仓 |
| CALM | CAL MAINE FOODS INC | $50.03万 | 0.03% | 6,321 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $48.92万 | 0.03% | 9,980 | -1,010 | -9.2% | -$4.95万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $48.76万 | 0.03% | 7,610 | -2,860 | -27.3% | -$18.33万 | 减仓 |
| BAC | BANK AMERICA CORP | $48.22万 | 0.03% | 9,891 | 312 | 3.3% | $1.52万 | 加仓 |
| AFL | AFLAC INC | $47.21万 | 0.03% | 4,303 | 32 | 0.7% | $3,511 | 加仓 |
| NOW | SERVICENOW INC | $47.09万 | 0.03% | 4,504 | -101 | -2.2% | -$1.06万 | 减仓 |
| CMS | CMS ENERGY CORP | $46.69万 | 0.03% | 6,018 | -535 | -8.2% | -$4.15万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $46.44万 | 0.03% | 1,592 | -192 | -10.8% | -$5.60万 | 减仓 |
| EFA | ISHARES TR | $45.94万 | 0.03% | 4,730 | 4,730 | — | $45.94万 | 新建仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $45.37万 | 0.03% | 17,730 | 2,080 | 13.3% | $5.32万 | 加仓 |
| XEL | XCEL ENERGY INC | $44.84万 | 0.03% | 5,645 | -740 | -11.6% | -$5.88万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $43.60万 | 0.03% | 639 | 4 | 0.6% | $2,729 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $43.43万 | 0.03% | 2,196 | -696 | -24.1% | -$13.77万 | 减仓 |
| KLAC | KLA CORP | $42.11万 | 0.02% | 286 | 8 | 2.9% | $1.18万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $40.50万 | 0.02% | 1,340 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC | $39.68万 | 0.02% | 8,200 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $39.59万 | 0.02% | 1,147 | 16 | 1.4% | $5,522 | 加仓 |
| — | HONEYWELL INTL INC | $39.53万 | 0.02% | 1,749 | 26 | 1.5% | $5,877 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $39.40万 | 0.02% | 2,425 | 54 | 2.3% | $8,774 | 加仓 |
| SYY | SYSCO CORP | $38.76万 | 0.02% | 5,433 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $37.60万 | 0.02% | 12,971 | -6 | -0.0% | -$174 | 减仓 |
| GNRC | GENERAC HLDGS INC | $37.43万 | 0.02% | 1,916 | -2,075 | -52.0% | -$40.53万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $37.37万 | 0.02% | 4,616 | -525 | -10.2% | -$4.25万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $37.13万 | 0.02% | 1,825 | 226 | 14.1% | $4.60万 | 加仓 |
| MUSA | MURPHY USA INC | $36.80万 | 0.02% | 745 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC | $36.68万 | 0.02% | 1,081 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $36.64万 | 0.02% | 381 | 7 | 1.9% | $6,732 | 加仓 |
| IXN | ISHARES TR | $35.99万 | 0.02% | 3,600 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $35.29万 | 0.02% | 360 | 4 | 1.1% | $3,921 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $35.10万 | 0.02% | 1,477 | -16,653 | -91.9% | -$395.71万 | 减仓 |
| WELL | WELLTOWER INC | $34.84万 | 0.02% | 1,762 | 1,762 | — | $34.84万 | 新建仓 |
| NUE | NUCOR CORP | $34.83万 | 0.02% | 2,060 | 34 | 1.7% | $5,749 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $34.64万 | 0.02% | 4,704 | 4,704 | — | $34.64万 | 新建仓 |
| VNOM | VIPER ENERGY INC | $34.30万 | 0.02% | 7,300 | -2,529 | -25.7% | -$11.88万 | 减仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $33.99万 | 0.02% | 20,650 | 230 | 1.1% | $3,786 | 加仓 |
| — | ISHARES TR | $33.89万 | 0.02% | 12,925 | 12,925 | — | $33.89万 | 新建仓 |
| GBDC | GOLUB CAP BDC INC | $33.79万 | 0.02% | 26,690 | 26,690 | — | $33.79万 | 新建仓 |
| IBHI | ISHARES TR | $33.74万 | 0.02% | 14,490 | 14,490 | — | $33.74万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $33.48万 | 0.02% | 1,858 | -224 | -10.8% | -$4.04万 | 减仓 |
| IJR | ISHARES TR | $33.32万 | 0.02% | 2,680 | -160 | -5.6% | -$1.99万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $33.29万 | 0.02% | 6,160 | 6,160 | — | $33.29万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $33.02万 | 0.02% | 1,430 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC | $32.63万 | 0.02% | 2,488 | -121 | -4.6% | -$1.59万 | 减仓 |
| AGG | ISHARES TR | $32.58万 | 0.02% | 3,282 | -405 | -11.0% | -$4.02万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $31.80万 | 0.02% | 763 | 16 | 2.1% | $6,668 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $31.41万 | 0.02% | 2,308 | -93 | -3.9% | -$1.27万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $31.24万 | 0.02% | 2,760 | 275 | 11.1% | $3.11万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $29.87万 | 0.02% | 3,229 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $29.67万 | 0.02% | 272 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $28.96万 | 0.02% | 2,635 | -410 | -13.5% | -$4.51万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $27.77万 | 0.02% | 5,519 | 5,519 | — | $27.77万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $27.53万 | 0.02% | 2,036 | -301 | -12.9% | -$4.07万 | 减仓 |
| MO | ALTRIA GROUP INC | $27.17万 | 0.02% | 4,117 | 4,117 | — | $27.17万 | 新建仓 |
| C | CITIGROUP INC | $26.89万 | 0.02% | 2,371 | 182 | 8.3% | $2.06万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $26.47万 | 0.02% | 4,830 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $26.06万 | 0.02% | 1,075 | -110 | -9.3% | -$2.67万 | 减仓 |
| IRM | IRON MTN INC DEL | $25.88万 | 0.02% | 2,534 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $25.68万 | 0.02% | 5,819 | 5,819 | — | $25.68万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $25.25万 | 0.01% | 5,503 | 5,503 | — | $25.25万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $25.10万 | 0.01% | 9,789 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $24.86万 | 0.01% | 3,170 | -1,760 | -35.7% | -$13.80万 | 减仓 |
| CI | THE CIGNA GROUP | $24.70万 | 0.01% | 926 | 51 | 5.8% | $1.36万 | 加仓 |
| IBMR | ISHARES TR | $24.64万 | 0.01% | 9,720 | 0 | 0.0% | — | 不变 |
| KIE | SPDR SERIES TRUST | $24.53万 | 0.01% | 4,460 | 0 | 0.0% | — | 不变 |
| IBMS | ISHARES TR | $24.51万 | 0.01% | 9,490 | 0 | 0.0% | — | 不变 |
| IBMQ | ISHARES TR | $24.25万 | 0.01% | 9,500 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $23.91万 | 0.01% | 5,824 | -2,660 | -31.4% | -$10.92万 | 减仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $23.59万 | 0.01% | 5,570 | 0 | 0.0% | — | 重新持有 |
| ORLY | OREILLY AUTOMOTIVE INC | $23.58万 | 0.01% | 2,554 | 64 | 2.6% | $5,908 | 加仓 |
| IBHH | ISHARES TR | $23.42万 | 0.01% | 9,980 | 9,980 | — | $23.42万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $23.41万 | 0.01% | 685 | 685 | — | $23.41万 | 新建仓 |
| VDE | VANGUARD WORLD FD | $23.36万 | 0.01% | 1,350 | 1,350 | — | $23.36万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $23.32万 | 0.01% | 1,781 | 52 | 3.0% | $6,809 | 加仓 |
| — | ISHARES TR | $23.29万 | 0.01% | 9,150 | 9,150 | — | $23.29万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $23.16万 | 0.01% | 2,464 | -491 | -16.6% | -$4.61万 | 减仓 |
| IJT | ISHARES TR | $23.15万 | 0.01% | 1,600 | 0 | 0.0% | — | 不变 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $22.81万 | 0.01% | 11,080 | 11,080 | — | $22.81万 | 新建仓 |
| GSIE | GOLDMAN SACHS ETF TR | $22.73万 | 0.01% | 5,270 | -3,550 | -40.2% | -$15.31万 | 减仓 |
| QCOM | QUALCOMM INC | $22.65万 | 0.01% | 1,759 | 146 | 9.1% | $1.88万 | 加仓 |
| DTE | DTE ENERGY CO | $22.30万 | 0.01% | 1,525 | -219 | -12.6% | -$3.20万 | 减仓 |
| IVE | ISHARES TR | $22.26万 | 0.01% | 1,054 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $21.88万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $21.23万 | 0.01% | 1,462 | 112 | 8.3% | $1.63万 | 加仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $21.21万 | 0.01% | 24,300 | 0 | 0.0% | — | 不变 |