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 |
|---|---|---|---|---|---|---|---|---|
| AIRR | FIRST TR EXCHANGE TRADED FD | $22.65万 | 0.01% | 1,700 | 1,700 | — | $22.65万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $21.92万 | 0.01% | 2,376 | -88 | -3.6% | -$8,120 | 减仓 |
| NOBL | PROSHARES TR | $21.68万 | 0.01% | 3,860 | 0 | 0.0% | — | 不变 |
| IXJ | ISHARES TR | $20.95万 | 0.01% | 2,130 | -1,250 | -37.0% | -$12.30万 | 重新持有 |
| IEMG | ISHARES INC | $20.54万 | 0.01% | 2,480 | 2,480 | — | $20.54万 | 新建仓 |
| VDE | VANGUARD WORLD FD | $20.27万 | 0.01% | 1,350 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $20.14万 | 0.01% | 14,488 | 14,488 | — | $20.14万 | 新建仓 |
| ALAB | ASTERA LABS INC | $20.09万 | 0.01% | 416 | 416 | — | $20.09万 | 新建仓 |
| HUM | HUMANA INC | $20.02万 | 0.01% | 504 | -400 | -44.2% | -$15.89万 | 重新持有 |
| UAMY | UNITED STATES ANTIMONY CORP | $17.64万 | 0.01% | 24,300 | 0 | 0.0% | — | 不变 |
| CRGY | CRESCENT ENERGY COMPANY | $14.98万 | 0.01% | 15,255 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $4.00万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $0 | 0.00% | 0 | -23,796 | -100.0% | -$1,028.90万 | 清仓 |
| SHLD | GLOBAL X FDS | $0 | 0.00% | 0 | -65,325 | -100.0% | -$462.76万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -122,649 | -100.0% | -$430.99万 | 清仓 |
| AU | ANGLOGOLD ASHANTI PLC | $0 | 0.00% | 0 | -14,730 | -100.0% | -$143.41万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -11,500 | -100.0% | -$70.45万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,749 | -100.0% | -$39.53万 | 清仓 |
| ATEC | ALPHATEC HLDGS INC | $0 | 0.00% | 0 | -10,108 | -100.0% | -$11.00万 | 清仓 |