Lincoln Capital LLC
LINCOLN NE · SEC CIK 0001633862
$5.62亿2026Q2 申报市值
137持仓数
55.2%前十大占比 · 第一大 9.6%
6 / 4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
DHR 加仓+$124.92万
FWONK 加仓+$52.33万
CGDG 加仓+$45.22万
CGMS 新建仓+$34.57万
CGDV 加仓+$34.57万
2026Q2 卖出最多 按季末市值估算
GOOGL 减仓-$91.02万
BRK/B 减仓-$80.31万
MA 减仓-$62.81万
MKL 减仓-$62.30万
AMZN 减仓-$45.24万
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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $258.40万 | 0.46% | 22,815 | 74 | 0.3% | $8,381 | 加仓 |
| APH | AMPHENOL CORP | $262.44万 | 0.47% | 14,884 | -2,311 | -13.4% | -$40.75万 | 减仓 |
| GLW | CORNING INC | $266.16万 | 0.47% | 10,420 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $281.59万 | 0.50% | 4,439 | -33 | -0.7% | -$2.09万 | 减仓 |
| CB | CHUBB LIMITED | $298.59万 | 0.53% | 8,763 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $307.00万 | 0.55% | 63,208 | -215 | -0.3% | -$1.04万 | 减仓 |
| AMAT | APPLIED MATLS INC | $322.19万 | 0.57% | 4,456 | 17 | 0.4% | $1.23万 | 加仓 |
| FAST | FASTENAL CO | $336.15万 | 0.60% | 69,988 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $341.09万 | 0.61% | 72,265 | 7,305 | 11.2% | $34.48万 | 加仓 |
| IVV | ISHARES TR | $361.03万 | 0.64% | 4,821 | 273 | 6.0% | $20.44万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $370.33万 | 0.66% | 11,218 | -554 | -4.7% | -$18.29万 | 减仓 |
| CPRT | COPART INC | $420.00万 | 0.75% | 148,987 | -79 | -0.1% | -$2,227 | 减仓 |
| GOOG | ALPHABET INC | $441.56万 | 0.79% | 12,497 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $467.71万 | 0.83% | 65,323 | -2,552 | -3.8% | -$18.27万 | 减仓 |
| MCO | MOODYS CORP | $491.90万 | 0.88% | 10,861 | -165 | -1.5% | -$7.47万 | 减仓 |
| UNP | UNION PAC CORP | $520.34万 | 0.93% | 19,130 | -741 | -3.7% | -$20.16万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $526.95万 | 0.94% | 57,109 | -1,049 | -1.8% | -$9.68万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $535.18万 | 0.95% | 49,785 | -248 | -0.5% | -$2.67万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $569.33万 | 1.01% | 22,417 | -1,186 | -5.0% | -$30.12万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $610.31万 | 1.09% | 18,043 | -951 | -5.0% | -$32.17万 | 减仓 |
| KO | COCA COLA CO | $617.39万 | 1.10% | 75,968 | -3,259 | -4.1% | -$26.49万 | 减仓 |
| LIN | LINDE PLC | $685.44万 | 1.22% | 13,208 | -59 | -0.4% | -$3.06万 | 减仓 |
| DIS | DISNEY WALT CO | $692.98万 | 1.23% | 71,998 | -4,214 | -5.5% | -$40.56万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $804.84万 | 1.43% | 84,595 | 5,500 | 7.0% | $52.33万 | 加仓 |
| MCD | MCDONALDS CORP | $819.70万 | 1.46% | 30,324 | -1,378 | -4.3% | -$37.25万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $867.69万 | 1.54% | 60,002 | -22 | -0.0% | -$3,181 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $895.75万 | 1.59% | 27,365 | -722 | -2.6% | -$23.63万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $950.98万 | 1.69% | 25,661 | -329 | -1.3% | -$12.19万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $1,070.44万 | 1.90% | 145,935 | -3,051 | -2.0% | -$22.38万 | 减仓 |
| HGTY | HAGERTY INC | $1,160.59万 | 2.07% | 973,651 | 22,999 | 2.4% | $27.41万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,553.36万 | 2.76% | 41,643 | -1,001 | -2.3% | -$37.34万 | 减仓 |
| SBUX | STARBUCKS CORP | $1,560.62万 | 2.78% | 152,717 | -3,599 | -2.3% | -$36.78万 | 减仓 |
| AAPL | APPLE INC | $1,629.16万 | 2.90% | 56,302 | 267 | 0.5% | $7.73万 | 加仓 |
| DHR | DANAHER CORP DEL | $1,738.78万 | 3.09% | 91,284 | 6,558 | 7.7% | $124.92万 | 加仓 |
| AMZN | AMAZON COM INC | $1,836.22万 | 3.27% | 77,042 | -1,898 | -2.4% | -$45.24万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $3,002.40万 | 5.34% | 58,458 | -1,223 | -2.0% | -$62.81万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,200.33万 | 5.69% | 34,211 | -334 | -1.0% | -$31.24万 | 减仓 |
| MKL | MARKEL GROUP INC | $3,488.44万 | 6.21% | 17,862 | -319 | -1.8% | -$62.30万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $4,118.68万 | 7.33% | 55 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,016.41万 | 8.93% | 100,250 | -1,605 | -1.6% | -$80.31万 | 减仓 |
| GOOGL | ALPHABET INC | $5,420.78万 | 9.65% | 151,685 | -2,547 | -1.7% | -$91.02万 | 减仓 |