Lincoln Capital LLC
LINCOLN NE · SEC CIK 0001633862
$5.28亿2026Q1 申报市值
135持仓数
55.7%前十大占比 · 第一大 9.2%
8 / 4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
UPS 加仓+$447.15万
BRK/B 加仓+$388.31万
FWONK 加仓+$320.68万
MKL 加仓+$149.08万
HGTY 加仓+$145.07万
2026Q1 卖出最多 按季末市值估算
ROP 减仓-$420.02万
OXY 减仓-$399.60万
CPRT 减仓-$55.48万
CARR 减仓-$53.39万
GOOGL 减仓-$40.32万
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 |
|---|---|---|---|---|---|---|---|---|
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -966 | -100.0% | -$23.41万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -3,087 | -100.0% | -$21.03万 | 清仓 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | -1,993 | -100.0% | -$20.87万 | 清仓 |
| NTRS | NORTHERN TR CORP | $0 | 0.00% | 0 | -1,468 | -100.0% | -$20.06万 | 清仓 |
| — | GOLDMINING INC | $1.28万 | 0.00% | 10,752 | 0 | 0.0% | — | 不变 |
| UAMY | UNITED STATES ANTIMONY CORP | $12.52万 | 0.02% | 14,340 | 2,857 | 24.9% | $2.49万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $20.20万 | 0.04% | 5,870 | 5,870 | — | $20.20万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $20.39万 | 0.04% | 353 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $21.00万 | 0.04% | 2,885 | 2,885 | — | $21.00万 | 新建仓 |
| ITOT | ISHARES TR | $21.23万 | 0.04% | 1,490 | -24 | -1.6% | -$3,419 | 减仓 |
| INTC | INTEL CORP | $21.49万 | 0.04% | 4,870 | 4,870 | — | $21.49万 | 新建仓 |
| ROST | ROSS STORES INC | $21.66万 | 0.04% | 1,000 | 1,000 | — | $21.66万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $21.69万 | 0.04% | 2,406 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $21.76万 | 0.04% | 1,001 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $21.76万 | 0.04% | 6,491 | 6,491 | — | $21.76万 | 新建仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $21.88万 | 0.04% | 1,066 | 1,066 | — | $21.88万 | 新建仓 |
| NUE | NUCOR CORP | $22.78万 | 0.04% | 1,347 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $23.89万 | 0.05% | 5,196 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC | $23.97万 | 0.05% | 600 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $25.16万 | 0.05% | 585 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $25.64万 | 0.05% | 352 | 352 | — | $25.64万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $26.61万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $27.61万 | 0.05% | 4,846 | -351 | -6.8% | -$2.00万 | 减仓 |
| PFE | PFIZER INC | $27.67万 | 0.05% | 9,854 | -370 | -3.6% | -$1.04万 | 减仓 |
| COP | CONOCOPHILLIPS | $28.62万 | 0.05% | 2,168 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $29.35万 | 0.06% | 1,211 | 34 | 2.9% | $8,241 | 加仓 |
| CSCO | CISCO SYS INC | $29.95万 | 0.06% | 3,860 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $30.18万 | 0.06% | 7,766 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $30.26万 | 0.06% | 1,830 | 0 | 0.0% | — | 不变 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $30.43万 | 0.06% | 2,747 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $30.90万 | 0.06% | 1,246 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $31.19万 | 0.06% | 2,121 | 105 | 5.2% | $1.54万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $31.84万 | 0.06% | 1,567 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $33.89万 | 0.06% | 6,961 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $33.90万 | 0.06% | 1,658 | 2 | 0.1% | $409 | 加仓 |
| USB | US BANCORP | $34.53万 | 0.07% | 6,641 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $35.31万 | 0.07% | 591 | -48 | -7.5% | -$2.87万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $37.29万 | 0.07% | 1,054 | -11,873 | -91.8% | -$420.02万 | 减仓 |
| WRB | BERKLEY W R CORP | $37.73万 | 0.07% | 5,692 | 0 | 0.0% | — | 不变 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $40.58万 | 0.08% | 12,067 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $41.56万 | 0.08% | 1,162 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $44.31万 | 0.08% | 4,828 | 430 | 9.8% | $3.95万 | 加仓 |
| WAT | WATERS CORP | $45.73万 | 0.09% | 1,536 | 1,536 | — | $45.73万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $46.60万 | 0.09% | 2,700 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $51.15万 | 0.10% | 2,580 | 0 | 0.0% | — | 不变 |
| BKE | BUCKLE INC | $51.87万 | 0.10% | 10,300 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $53.63万 | 0.10% | 4,488 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC | $53.80万 | 0.10% | 7,300 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $54.41万 | 0.10% | 951 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $55.66万 | 0.11% | 2,888 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $55.89万 | 0.11% | 7,968 | -1,372 | -14.7% | -$9.62万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $55.98万 | 0.11% | 4,050 | 33 | 0.8% | $4,561 | 加仓 |
| NKE | NIKE INC | $56.67万 | 0.11% | 10,733 | -220 | -2.0% | -$1.16万 | 减仓 |
| WFC | WELLS FARGO & CO | $57.33万 | 0.11% | 7,201 | 2 | 0.0% | $159 | 加仓 |
| CVX | CHEVRON CORPORATION | $57.59万 | 0.11% | 2,783 | 1,082 | 63.6% | $22.39万 | 加仓 |
| SYK | STRYKER CORPORATION | $58.49万 | 0.11% | 1,780 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $60.09万 | 0.11% | 1,988 | -74 | -3.6% | -$2.24万 | 减仓 |
| HSY | HERSHEY CO | $61.44万 | 0.12% | 2,955 | -14 | -0.5% | -$2,911 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $62.20万 | 0.12% | 9,747 | -116 | -1.2% | -$7,402 | 减仓 |
| CSGP | COSTAR GROUP INC | $63.31万 | 0.12% | 15,693 | -654 | -4.0% | -$2.64万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $63.90万 | 0.12% | 7,496 | -490 | -6.1% | -$4.18万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $67.07万 | 0.13% | 12,452 | -4 | -0.0% | -$215 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $70.63万 | 0.13% | 560 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $73.42万 | 0.14% | 9,863 | -605 | -5.8% | -$4.50万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $73.57万 | 0.14% | 17,294 | 909 | 5.5% | $3.87万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $74.00万 | 0.14% | 1,138 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $77.70万 | 0.15% | 19,216 | -729 | -3.7% | -$2.95万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $80.39万 | 0.15% | 22,446 | 2,005 | 9.8% | $7.18万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $81.31万 | 0.15% | 27,572 | 72 | 0.3% | $2,123 | 加仓 |
| PSX | PHILLIPS 66 | $81.52万 | 0.15% | 4,460 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $82.23万 | 0.16% | 5,062 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $82.60万 | 0.16% | 4,210 | 47 | 1.1% | $9,221 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $89.98万 | 0.17% | 20,260 | -2,547 | -11.2% | -$11.31万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $90.44万 | 0.17% | 6,260 | -150 | -2.3% | -$2.17万 | 减仓 |
| SPGI | S&P GLOBAL INC | $93.69万 | 0.18% | 2,210 | -57 | -2.5% | -$2.42万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $94.25万 | 0.18% | 28,288 | -409 | -1.4% | -$1.36万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $96.07万 | 0.18% | 5,511 | 56 | 1.0% | $9,762 | 加仓 |
| USMV | ISHARES TR | $103.17万 | 0.20% | 11,129 | 479 | 4.5% | $4.44万 | 加仓 |
| TSLA | TESLA INC | $110.76万 | 0.21% | 2,979 | 127 | 4.5% | $4.72万 | 加仓 |
| HD | HOME DEPOT INC | $112.31万 | 0.21% | 3,417 | -78 | -2.2% | -$2.56万 | 减仓 |
| MSCI | MSCI INC | $114.03万 | 0.22% | 2,118 | -384 | -15.3% | -$20.67万 | 减仓 |
| VB | VANGUARD INDEX FDS | $114.15万 | 0.22% | 4,365 | -4 | -0.1% | -$1,046 | 减仓 |
| — | EXXON MOBIL CORP | $120.23万 | 0.23% | 7,076 | -77 | -1.1% | -$1.31万 | 减仓 |
| ESAB | ESAB CORPORATION | $122.48万 | 0.23% | 12,671 | -5 | -0.0% | -$483 | 减仓 |
| IJR | ISHARES TR | $127.69万 | 0.24% | 10,296 | -12 | -0.1% | -$1,488 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $134.29万 | 0.25% | 34,996 | -1,069 | -3.0% | -$4.10万 | 减仓 |
| IJH | ISHARES TR | $134.66万 | 0.26% | 19,982 | -997 | -4.8% | -$6.72万 | 减仓 |
| GLW | CORNING INC | $141.68万 | 0.27% | 10,420 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $151.73万 | 0.29% | 4,439 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $154.41万 | 0.29% | 9,813 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $157.77万 | 0.30% | 3,614 | -55 | -1.5% | -$2.40万 | 减仓 |
| IEFA | ISHARES TR | $158.40万 | 0.30% | 17,510 | -727 | -4.0% | -$6.58万 | 减仓 |
| LPX | LOUISIANA PAC CORP | $160.93万 | 0.30% | 22,187 | -402 | -1.8% | -$2.92万 | 减仓 |
| CAT | CATERPILLAR INC | $166.80万 | 0.32% | 2,355 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $167.88万 | 0.32% | 2,990 | -37 | -1.2% | -$2.08万 | 减仓 |
| ECL | ECOLAB INC | $174.83万 | 0.33% | 6,572 | -400 | -5.7% | -$10.64万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $186.02万 | 0.35% | 11,835 | -321 | -2.6% | -$5.05万 | 减仓 |
| VLTO | VERALTO CORP | $191.82万 | 0.36% | 21,710 | -1,405 | -6.1% | -$12.41万 | 减仓 |
| APH | AMPHENOL CORP | $217.26万 | 0.41% | 17,195 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $221.99万 | 0.42% | 2,309 | -48 | -2.0% | -$4.61万 | 减仓 |