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 |
|---|---|---|---|---|---|---|---|---|
| PEP | PEPSICO INC | $240.72万 | 0.46% | 15,501 | 1 | 0.0% | $155 | 加仓 |
| DE | DEERE & CO | $251.89万 | 0.48% | 4,472 | -5 | -0.1% | -$2,816 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $260.56万 | 0.49% | 64,960 | -1,371 | -2.1% | -$5.50万 | 减仓 |
| WMT | WALMART INC | $282.62万 | 0.54% | 22,741 | 2 | 0.0% | $249 | 加仓 |
| CB | CHUBB LTD SWITZ | $285.59万 | 0.54% | 8,763 | -88 | -1.0% | -$2.87万 | 减仓 |
| IVV | ISHARES TR | $297.01万 | 0.56% | 4,548 | -213 | -4.5% | -$13.91万 | 减仓 |
| FAST | FASTENAL CO | $324.38万 | 0.61% | 69,988 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $343.37万 | 0.65% | 11,772 | 1 | 0.0% | $292 | 加仓 |
| GOOG | ALPHABET INC | $357.99万 | 0.68% | 12,497 | 45 | 0.4% | $1.29万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $412.78万 | 0.78% | 63,423 | -61,397 | -49.2% | -$399.60万 | 减仓 |
| MCO | MOODYS CORP | $480.75万 | 0.91% | 11,026 | -262 | -2.3% | -$11.42万 | 减仓 |
| UNP | UNION PAC CORP | $481.94万 | 0.91% | 19,871 | -651 | -3.2% | -$15.79万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $492.18万 | 0.93% | 50,033 | 45,455 | 992.9% | $447.15万 | 加仓 |
| CPRT | COPART INC | $494.49万 | 0.94% | 149,066 | -16,726 | -10.1% | -$55.48万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $523.10万 | 0.99% | 67,875 | -988 | -1.4% | -$7.61万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $546.56万 | 1.04% | 58,158 | -1,915 | -3.2% | -$18.00万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $574.54万 | 1.09% | 18,994 | -266 | -1.4% | -$8.05万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $576.82万 | 1.09% | 23,603 | -60 | -0.3% | -$1.47万 | 减仓 |
| KO | COCA COLA CO | $602.55万 | 1.14% | 79,227 | -260 | -0.3% | -$1.98万 | 减仓 |
| LIN | LINDE PLC | $657.83万 | 1.25% | 13,267 | -226 | -1.7% | -$11.21万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $672.01万 | 1.27% | 79,095 | 37,744 | 91.3% | $320.68万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $711.93万 | 1.35% | 60,024 | -622 | -1.0% | -$7.38万 | 减仓 |
| DIS | DISNEY WALT CO | $734.22万 | 1.39% | 76,212 | -3,953 | -4.9% | -$38.08万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $825.45万 | 1.56% | 28,087 | -214 | -0.8% | -$6.29万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $837.77万 | 1.59% | 148,986 | -9,495 | -6.0% | -$53.39万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $849.63万 | 1.61% | 25,990 | -311 | -1.2% | -$10.17万 | 减仓 |
| MCD | MCDONALDS CORP | $985.18万 | 1.87% | 31,702 | -198 | -0.6% | -$6.15万 | 减仓 |
| HGTY | HAGERTY INC | $1,000.85万 | 1.90% | 950,652 | 137,794 | 17.0% | $145.07万 | 加仓 |
| SBUX | STARBUCKS CORP | $1,399.87万 | 2.65% | 156,316 | -3,370 | -2.1% | -$30.18万 | 减仓 |
| AAPL | APPLE INC | $1,421.10万 | 2.69% | 56,035 | -361 | -0.6% | -$9.16万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,577.26万 | 2.99% | 42,644 | -12 | -0.0% | -$4,438 | 减仓 |
| DHR | DANAHER CORP DEL | $1,605.20万 | 3.04% | 84,726 | -1,149 | -1.3% | -$21.77万 | 减仓 |
| AMZN | AMAZON COM INC | $1,643.35万 | 3.11% | 78,940 | -852 | -1.1% | -$17.74万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $2,981.63万 | 5.65% | 59,681 | -561 | -0.9% | -$28.03万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,442.13万 | 6.52% | 34,545 | -272 | -0.8% | -$27.10万 | 减仓 |
| MKL | MARKEL GROUP INC | $3,479.42万 | 6.59% | 18,181 | 779 | 4.5% | $149.08万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $3,948.68万 | 7.48% | 55 | 2 | 3.8% | $143.59万 | 加仓 |
| GOOGL | ALPHABET INC | $4,432.26万 | 8.40% | 154,232 | -1,403 | -0.9% | -$40.32万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,880.43万 | 9.25% | 101,855 | 8,104 | 8.6% | $388.31万 | 加仓 |