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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $1.03亿 | 6.03% | 320,507 | -2,063 | -0.6% | -$66.18万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $7,858.07万 | 4.61% | 163,983 | 559 | 0.3% | $26.79万 | 加仓 |
| GEV | GE VERNOVA INC | $5,346.46万 | 3.14% | 61,249 | -4,141 | -6.3% | -$361.47万 | 减仓 |
| AVGO | BROADCOM INC | $5,334.86万 | 3.13% | 172,365 | -2,057 | -1.2% | -$63.67万 | 减仓 |
| QQQ | INVESCO QQQ TR | $4,377.16万 | 2.57% | 75,837 | -1,593 | -2.1% | -$91.94万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4,208.82万 | 2.47% | 241,332 | 1,727 | 0.7% | $30.12万 | 加仓 |
| AAPL | APPLE INC | $3,852.34万 | 2.26% | 151,792 | 524 | 0.3% | $13.30万 | 加仓 |
| — | EXXON MOBIL CORP | $3,465.09万 | 2.03% | 204,237 | -1,528 | -0.7% | -$25.92万 | 减仓 |
| ASML | ASML HLDG NV | $3,352.53万 | 1.97% | 25,382 | -379 | -1.5% | -$50.06万 | 减仓 |
| WMT | WALMART INC | $3,146.55万 | 1.85% | 253,183 | 228 | 0.1% | $2.83万 | 加仓 |
| CAT | CATERPILLAR INC | $2,925.22万 | 1.72% | 41,290 | -876 | -2.1% | -$62.06万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $2,800.75万 | 1.64% | 39 | -3 | -7.1% | -$215.44万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,672.82万 | 1.57% | 72,205 | 1,611 | 2.3% | $59.63万 | 加仓 |
| GOOGL | ALPHABET INC | $2,635.31万 | 1.55% | 91,644 | -778 | -0.8% | -$22.37万 | 减仓 |
| MCK | MCKESSON CORP | $2,619.69万 | 1.54% | 30,273 | -57 | -0.2% | -$4.93万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $2,481.31万 | 1.46% | 27,717 | -290 | -1.0% | -$25.96万 | 减仓 |
| GRMN | GARMIN LTD | $2,424.53万 | 1.42% | 104,501 | 824 | 0.8% | $19.12万 | 加仓 |
| SPGI | S&P GLOBAL INC | $2,283.40万 | 1.34% | 53,684 | -34,110 | -38.9% | -$1,450.83万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $2,281.87万 | 1.34% | 298,128 | -74,583 | -20.0% | -$570.86万 | 减仓 |
| MPC | MARATHON PETE CORP | $2,204.29万 | 1.29% | 90,273 | 85,287 | 1,710.5% | $2,082.54万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,195.03万 | 1.29% | 33,752 | -385 | -1.1% | -$25.04万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,150.67万 | 1.26% | 21,584 | 281 | 1.3% | $28.00万 | 加仓 |
| V | VISA INC | $2,009.01万 | 1.18% | 66,471 | 1,917 | 3.0% | $57.94万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $1,944.45万 | 1.14% | 59,451 | -1,098 | -1.8% | -$35.91万 | 减仓 |
| APH | AMPHENOL CORP | $1,897.50万 | 1.11% | 150,178 | 1,072 | 0.7% | $13.54万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,850.87万 | 1.09% | 21,878 | 1,848 | 9.2% | $156.34万 | 加仓 |
| EOG | EOG RES INC | $1,849.71万 | 1.09% | 127,946 | 10,397 | 8.8% | $150.31万 | 加仓 |
| ALL | ALLSTATE CORP | $1,827.07万 | 1.07% | 88,120 | 692 | 0.8% | $14.35万 | 加仓 |
| SYK | STRYKER CORPORATION | $1,798.87万 | 1.06% | 54,745 | 1,456 | 2.7% | $47.84万 | 加仓 |
| MCD | MCDONALDS CORP | $1,754.86万 | 1.03% | 56,465 | 1,239 | 2.2% | $38.51万 | 加仓 |
| TJX | TJX COS INC NEW | $1,742.22万 | 1.02% | 109,093 | 393 | 0.4% | $6.28万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1,735.42万 | 1.02% | 39,989 | 1,954 | 5.1% | $84.80万 | 加仓 |
| CTAS | CINTAS CORP | $1,704.27万 | 1.00% | 100,761 | 2,024 | 2.0% | $34.23万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,662.00万 | 0.98% | 56,500 | 36,766 | 186.3% | $1,081.51万 | 加仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $1,639.27万 | 0.96% | 254,893 | -1,413 | -0.6% | -$9.09万 | 减仓 |
| HD | HOME DEPOT INC | $1,617.47万 | 0.95% | 49,180 | 1,785 | 3.8% | $58.71万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1,615.21万 | 0.95% | 83,198 | 3,714 | 4.7% | $72.10万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $1,598.27万 | 0.94% | 292,992 | -1,645 | -0.6% | -$8.97万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $1,505.25万 | 0.88% | 46,958 | 2,536 | 5.7% | $81.29万 | 加仓 |
| UNP | UNION PAC CORP | $1,495.92万 | 0.88% | 61,657 | 2,366 | 4.0% | $57.40万 | 加仓 |
| META | META PLATFORMS INC | $1,476.91万 | 0.87% | 25,814 | 821 | 3.3% | $46.97万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1,442.20万 | 0.85% | 83,148 | 5,413 | 7.0% | $93.89万 | 加仓 |
| LLY | ELI LILLY & CO | $1,402.84万 | 0.82% | 15,252 | 435 | 2.9% | $40.01万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $1,332.36万 | 0.78% | 47,712 | 43,898 | 1,151.0% | $1,225.85万 | 加仓 |
| GOOG | ALPHABET INC | $1,283.38万 | 0.75% | 44,739 | -310 | -0.7% | -$8.89万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $1,244.15万 | 0.73% | 60,454 | -1,183 | -1.9% | -$24.35万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,225.19万 | 0.72% | 60,301 | 1,427 | 2.4% | $28.99万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $1,216.37万 | 0.71% | 321,451 | 69,700 | 27.7% | $263.74万 | 加仓 |
| DHR | DANAHER CORP DEL | $1,199.82万 | 0.70% | 63,282 | 3,825 | 6.4% | $72.52万 | 加仓 |
| RIO | RIO TINTO PLC | $1,160.41万 | 0.68% | 124,387 | 124,387 | — | $1,160.41万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $1,112.33万 | 0.65% | 25,466 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $1,105.58万 | 0.65% | 196,338 | 13,454 | 7.4% | $75.76万 | 加仓 |
| OEF | ISHARES TR | $1,033.73万 | 0.61% | 32,500 | -354 | -1.1% | -$11.26万 | 减仓 |
| INTU | INTUIT | $1,028.90万 | 0.60% | 23,796 | -8,026 | -25.2% | -$347.03万 | 减仓 |
| IMTM | ISHARES TR | $1,006.59万 | 0.59% | 209,619 | 2,812 | 1.4% | $13.50万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $999.13万 | 0.59% | 46,132 | 2,817 | 6.5% | $61.01万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $834.53万 | 0.49% | 53,060 | 1,741 | 3.4% | $27.38万 | 加仓 |
| PII | POLARIS INC | $830.29万 | 0.49% | 152,346 | -1,410 | -0.9% | -$7.68万 | 减仓 |
| COR | CENCORA INC | $830.18万 | 0.49% | 26,427 | 10,867 | 69.8% | $341.38万 | 加仓 |
| MGC | VANGUARD WORLD FD | $829.73万 | 0.49% | 35,106 | 102 | 0.3% | $2.41万 | 加仓 |
| IWD | ISHARES TR | $823.14万 | 0.48% | 38,524 | -220 | -0.6% | -$4.70万 | 减仓 |
| GLD | SPDR GOLD TR | $742.04万 | 0.44% | 17,245 | -430 | -2.4% | -$18.50万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $704.55万 | 0.41% | 32,761 | -2,536 | -7.2% | -$54.54万 | 减仓 |
| AMZN | AMAZON COM INC | $678.02万 | 0.40% | 32,555 | 362 | 1.1% | $7.54万 | 加仓 |
| PWR | QUANTA SVCS INC | $664.26万 | 0.39% | 12,099 | -1,535 | -11.3% | -$84.27万 | 减仓 |
| ORCL | ORACLE CORP | $658.82万 | 0.39% | 44,784 | 41,135 | 1,127.3% | $605.14万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $647.47万 | 0.38% | 58,111 | -104,591 | -64.3% | -$1,165.35万 | 减仓 |
| BC | BRUNSWICK CORP | $646.49万 | 0.38% | 88,852 | 561 | 0.6% | $4.08万 | 加仓 |
| DIS | DISNEY WALT CO | $628.25万 | 0.37% | 65,185 | 65,185 | — | $628.25万 | 新建仓 |
| GLDM | WORLD GOLD TR | $602.49万 | 0.35% | 65,000 | -1,353 | -2.0% | -$12.54万 | 减仓 |
| CVX | CHEVRON CORPORATION | $600.54万 | 0.35% | 29,025 | 157 | 0.5% | $3.25万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $598.63万 | 0.35% | 113,034 | -7,209 | -6.0% | -$38.18万 | 减仓 |
| IEFA | ISHARES TR | $547.64万 | 0.32% | 60,493 | 3,363 | 5.9% | $30.45万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $531.88万 | 0.31% | 48,805 | -1,194 | -2.4% | -$13.01万 | 减仓 |
| NFLX | NETFLIX INC. | $505.10万 | 0.30% | 52,533 | 27,233 | 107.6% | $261.85万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $481.55万 | 0.28% | 14,249 | 186 | 1.3% | $6.29万 | 加仓 |
| SHLD | GLOBAL X FDS | $462.76万 | 0.27% | 65,325 | 65,325 | — | $462.76万 | 新建仓 |
| IWF | ISHARES TR | $449.17万 | 0.26% | 10,534 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $434.87万 | 0.26% | 11,698 | 287 | 2.5% | $10.67万 | 加仓 |
| — | COTERRA ENERGY INC | $430.99万 | 0.25% | 122,649 | -10,291 | -7.7% | -$36.16万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $404.65万 | 0.24% | 32,957 | 396 | 1.2% | $4.86万 | 加仓 |
| ITOT | ISHARES TR | $387.81万 | 0.23% | 27,228 | 492 | 1.8% | $7.01万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $382.59万 | 0.22% | 19,500 | -90 | -0.5% | -$1.77万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $375.79万 | 0.22% | 6,093 | -215 | -3.4% | -$13.26万 | 减仓 |
| APP | APPLOVIN CORP | $371.21万 | 0.22% | 9,327 | -5,421 | -36.8% | -$215.76万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $367.90万 | 0.22% | 7,363 | 255 | 3.6% | $12.74万 | 加仓 |
| EME | EMCOR GROUP INC | $366.65万 | 0.22% | 4,966 | 2,946 | 145.8% | $217.51万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $348.55万 | 0.20% | 5,833 | 55 | 1.0% | $3.29万 | 加仓 |
| IJK | ISHARES TR | $318.97万 | 0.19% | 31,700 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $307.70万 | 0.18% | 57,676 | -5,710 | -9.0% | -$30.46万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $300.51万 | 0.18% | 22,612 | -558 | -2.4% | -$7.42万 | 减仓 |
| CLS | CELESTICA INC | $295.62万 | 0.17% | 10,495 | -246 | -2.3% | -$6.93万 | 减仓 |
| IVV | ISHARES TR | $295.24万 | 0.17% | 4,520 | 54 | 1.2% | $3.53万 | 加仓 |
| — | STELLAR BANCORP INC | $292.88万 | 0.17% | 79,999 | -3,080 | -3.7% | -$11.28万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $286.89万 | 0.17% | 12,919 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD INTL EQUITY INDEX F | $286.64万 | 0.17% | 29,330 | 29,330 | — | $286.64万 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $276.67万 | 0.16% | 9,197 | 9,197 | — | $276.67万 | 新建仓 |
| IBDW | ISHARES TR | $268.86万 | 0.16% | 128,455 | 36,820 | 40.2% | $77.06万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $266.22万 | 0.16% | 5,775 | 251 | 4.5% | $11.57万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $261.15万 | 0.15% | 17,853 | 17,853 | — | $261.15万 | 新建仓 |