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 |
|---|---|---|---|---|---|---|---|---|
| RSPH | INVESCO EXCHANGE TRADED FD T | $21.14万 | 0.01% | 7,000 | -3,650 | -34.3% | -$11.02万 | 减仓 |
| QLD | PROSHARES TR | $20.70万 | 0.01% | 3,394 | 0 | 0.0% | — | 不变 |
| CRGY | CRESCENT ENERGY COMPANY | $20.59万 | 0.01% | 15,255 | 0 | 0.0% | — | 不变 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $20.59万 | 0.01% | 2,630 | -1,910 | -42.1% | -$14.95万 | 减仓 |
| MTN | VAIL RESORTS INC | $20.53万 | 0.01% | 1,600 | 1,600 | — | $20.53万 | 新建仓 |
| NOBL | PROSHARES TR | $20.46万 | 0.01% | 1,930 | 0 | 0.0% | — | 不变 |
| UPRO | PROSHARES TR | $20.03万 | 0.01% | 2,065 | 240 | 13.2% | $2.33万 | 加仓 |
| ATEC | ALPHATEC HLDGS INC | $11.00万 | 0.01% | 10,108 | -12,837 | -55.9% | -$13.97万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $3.49万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -46,718 | -100.0% | -$1,253.44万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -18,931 | -100.0% | -$842.69万 | 清仓 |
| XT | ISHARES TR | $0 | 0.00% | 0 | -73,631 | -100.0% | -$513.50万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -15,340 | -100.0% | -$506.39万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -9,994 | -100.0% | -$264.75万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -2,874 | -100.0% | -$163.22万 | 清仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -14,481 | -100.0% | -$153.05万 | 清仓 |
| IBDR | ISHARES TR | $0 | 0.00% | 0 | -60,850 | -100.0% | -$147.44万 | 清仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -55,010 | -100.0% | -$128.39万 | 清仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -65,151 | -100.0% | -$127.53万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -30,165 | -100.0% | -$118.10万 | 清仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -10,609 | -100.0% | -$75.77万 | 清仓 |
| ARCC | ARES CAPITAL CORP | $0 | 0.00% | 0 | -22,555 | -100.0% | -$45.63万 | 清仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $0 | 0.00% | 0 | -19,383 | -100.0% | -$45.20万 | 清仓 |
| IXJ | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AVALONBAY CMNTYS INC | $0 | 0.00% | 0 | -1,628 | -100.0% | -$29.52万 | 清仓 |
| VMI | VALMONT INDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,616 | -100.0% | -$28.09万 | 清仓 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -3,110 | -100.0% | -$27.12万 | 清仓 |
| LII | LENNOX INTL INC | $0 | 0.00% | 0 | -550 | -100.0% | -$26.71万 | 清仓 |
| ORI | OLD REP INTL CORP | $0 | 0.00% | 0 | -5,830 | -100.0% | -$26.61万 | 清仓 |
| MOAT | VANECK ETF TRUST | $0 | 0.00% | 0 | -2,522 | -100.0% | -$26.12万 | 清仓 |
| MET | METLIFE INC | $0 | 0.00% | 0 | -3,245 | -100.0% | -$25.62万 | 清仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -3,970 | -100.0% | -$25.02万 | 清仓 |
| VMRK | EQUITY RESIDENTIAL | $0 | 0.00% | 0 | -3,845 | -100.0% | -$24.24万 | 清仓 |
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -860 | -100.0% | -$24.01万 | 清仓 |
| ESS | ESSEX PPTY TR INC | $0 | 0.00% | 0 | -913 | -100.0% | -$23.89万 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NXPI | NXP SEMICONDUCTORS N V | $0 | 0.00% | 0 | -1,041 | -100.0% | -$22.60万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -641 | -100.0% | -$22.43万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4,400 | -100.0% | -$21.85万 | 清仓 |
| EG | EVEREST GROUP LTD | $0 | 0.00% | 0 | -640 | -100.0% | -$21.72万 | 清仓 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | -2,508 | -100.0% | -$21.46万 | 清仓 |
| DVY | ISHARES TR | $0 | 0.00% | 0 | -1,480 | -100.0% | -$20.89万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -4,935 | -100.0% | -$20.10万 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -2,047 | -100.0% | -$20.01万 | 清仓 |
| — | WESTERN ASSET HIGH INCOME OP | $0 | 0.00% | 0 | -49,332 | -100.0% | -$18.30万 | 清仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $0 | 0.00% | 0 | -15,006 | -100.0% | -$12.17万 | 清仓 |