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 |
|---|---|---|---|---|---|---|---|---|
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -1,567 | -100.0% | -$31.84万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -7,766 | -100.0% | -$30.18万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -585 | -100.0% | -$25.16万 | 清仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $0 | 0.00% | 0 | -1,066 | -100.0% | -$21.88万 | 清仓 |
| — | GOLDMINING INC | $9,752 | 0.00% | 10,752 | 0 | 0.0% | — | 不变 |
| UAMY | UNITED STATES ANTIMONY CORP | $10.41万 | 0.02% | 14,340 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $20.75万 | 0.04% | 6,491 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $21.25万 | 0.04% | 1,150 | 1,150 | — | $21.25万 | 新建仓 |
| ROST | ROSS STORES INC | $21.29万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $21.45万 | 0.04% | 2,885 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $21.76万 | 0.04% | 2,604 | 2,604 | — | $21.76万 | 新建仓 |
| COP | CONOCOPHILLIPS | $22.54万 | 0.04% | 2,168 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $22.77万 | 0.04% | 1,386 | -104 | -7.0% | -$1.71万 | 减仓 |
| PFE | PFIZER INC | $23.73万 | 0.04% | 9,854 | 0 | 0.0% | — | 不变 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $24.35万 | 0.04% | 10,924 | 10,924 | — | $24.35万 | 新建仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $24.50万 | 0.04% | 6,952 | 6,952 | — | $24.50万 | 新建仓 |
| TFC | TRUIST FINL CORP | $25.89万 | 0.05% | 5,196 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $26.35万 | 0.05% | 1,047 | 46 | 4.6% | $1.16万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $27.35万 | 0.05% | 2,406 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $27.45万 | 0.05% | 373 | 20 | 5.7% | $1.47万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $27.57万 | 0.05% | 2,216 | -364 | -14.1% | -$4.53万 | 减仓 |
| GDX | VANECK ETF TRUST | $27.81万 | 0.05% | 3,686 | -1,142 | -23.7% | -$8.62万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $28.93万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $29.05万 | 0.05% | 366 | 14 | 4.0% | $1.11万 | 加仓 |
| UL | UNILEVER PLC | $29.13万 | 0.05% | 4,846 | 0 | 0.0% | — | 不变 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $29.41万 | 0.05% | 2,207 | -540 | -19.7% | -$7.20万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $29.78万 | 0.05% | 1,646 | -184 | -10.1% | -$3.33万 | 减仓 |
| NUE | NUCOR CORP | $30.00万 | 0.05% | 1,347 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $31.47万 | 0.06% | 2,148 | 27 | 1.3% | $3,956 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $32.30万 | 0.06% | 1,660 | 2 | 0.1% | $389 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $33.65万 | 0.06% | 10,206 | 10,206 | — | $33.65万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $33.97万 | 0.06% | 2,049 | -734 | -26.4% | -$12.17万 | 减仓 |
| USB | US BANCORP | $34.49万 | 0.06% | 5,710 | -931 | -14.0% | -$5.62万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $34.57万 | 0.06% | 1,229 | 18 | 1.5% | $5,063 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $34.57万 | 0.06% | 12,649 | 12,649 | — | $34.57万 | 新建仓 |
| VMI | VALMONT INDS INC | $34.66万 | 0.06% | 600 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $35.55万 | 0.06% | 1,051 | -3 | -0.3% | -$1,015 | 减仓 |
| IWM | ISHARES TR | $37.44万 | 0.07% | 1,246 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $40.08万 | 0.07% | 7,034 | 73 | 1.0% | $4,160 | 加仓 |
| WRB | BERKLEY W R CORP | $40.15万 | 0.07% | 5,692 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $40.40万 | 0.07% | 14,265 | -1,428 | -9.1% | -$4.04万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $41.44万 | 0.07% | 603 | 12 | 2.0% | $8,248 | 加仓 |
| BKE | BUCKLE INC | $43.47万 | 0.08% | 10,300 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $44.01万 | 0.08% | 2,508 | -447 | -15.1% | -$7.84万 | 减仓 |
| NKE | NIKE INC | $44.06万 | 0.08% | 10,733 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $44.56万 | 0.08% | 2,724 | 24 | 0.9% | $3,926 | 加仓 |
| CSCO | CISCO SYS INC | $45.34万 | 0.08% | 3,860 | 0 | 0.0% | — | 不变 |
| CGBL | CAPITAL GROUP CORE BALANCED | $48.13万 | 0.09% | 12,680 | 6,810 | 116.0% | $25.85万 | 加仓 |
| ETN | EATON CORP PLC | $50.07万 | 0.09% | 1,175 | 13 | 1.1% | $5,540 | 加仓 |
| RTX | RTX CORPORATION | $50.81万 | 0.09% | 2,678 | -210 | -7.3% | -$3.98万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $52.60万 | 0.09% | 5,737 | -1,759 | -23.5% | -$16.13万 | 减仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $53.03万 | 0.09% | 14,417 | 2,350 | 19.5% | $8.64万 | 加仓 |
| XYL | XYLEM INC | $53.05万 | 0.09% | 4,488 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $53.91万 | 0.10% | 957 | 6 | 0.6% | $3,380 | 加仓 |
| SYK | STRYKER CORPORATION | $56.04万 | 0.10% | 1,780 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $56.97万 | 0.10% | 1,519 | -17 | -1.1% | -$6,376 | 减仓 |
| DEO | DIAGEO PLC | $57.72万 | 0.10% | 7,181 | -2,682 | -27.2% | -$21.56万 | 减仓 |
| WFC | WELLS FARGO & CO | $58.62万 | 0.10% | 7,094 | -107 | -1.5% | -$8,842 | 减仓 |
| DGRO | ISHARES TR | $59.26万 | 0.11% | 7,819 | -149 | -1.9% | -$1.13万 | 减仓 |
| INTC | INTEL CORP | $60.88万 | 0.11% | 4,360 | -510 | -10.5% | -$7.12万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $60.97万 | 0.11% | 7,300 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $68.21万 | 0.12% | 1,988 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $71.54万 | 0.13% | 560 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $72.87万 | 0.13% | 4,310 | -150 | -3.4% | -$2.54万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $74.16万 | 0.13% | 10,408 | 661 | 6.8% | $4.71万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $75.83万 | 0.13% | 12,704 | 252 | 2.0% | $1.50万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $77.63万 | 0.14% | 4,946 | 896 | 22.1% | $14.06万 | 加仓 |
| BN | BROOKFIELD CORP | $77.84万 | 0.14% | 18,278 | -938 | -4.9% | -$3.99万 | 减仓 |
| SPGI | S&P GLOBAL INC | $81.03万 | 0.14% | 1,990 | -220 | -10.0% | -$8.96万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $84.38万 | 0.15% | 5,062 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $84.57万 | 0.15% | 1,133 | -5 | -0.4% | -$3,732 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $88.81万 | 0.16% | 19,801 | -459 | -2.3% | -$2.06万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $89.75万 | 0.16% | 4,118 | -92 | -2.2% | -$2.01万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $92.59万 | 0.16% | 6,314 | 54 | 0.9% | $7,919 | 加仓 |
| — | EXXON MOBIL CORP | $97.88万 | 0.17% | 7,159 | 83 | 1.2% | $1.13万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $98.54万 | 0.18% | 28,464 | 892 | 3.2% | $3.09万 | 加仓 |
| HD | HOME DEPOT INC | $100.66万 | 0.18% | 2,854 | -563 | -16.5% | -$19.86万 | 减仓 |
| USMV | ISHARES TR | $105.99万 | 0.19% | 10,988 | -141 | -1.3% | -$1.36万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $109.45万 | 0.19% | 5,470 | -41 | -0.7% | -$8,204 | 减仓 |
| TSLA | TESLA INC | $109.84万 | 0.20% | 2,611 | -368 | -12.4% | -$15.48万 | 减仓 |
| MSCI | MSCI INC | $113.24万 | 0.20% | 2,022 | -96 | -4.5% | -$5.38万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $119.79万 | 0.21% | 24,308 | 7,014 | 40.6% | $34.57万 | 加仓 |
| ESAB | ESAB CORPORATION | $124.66万 | 0.22% | 12,639 | -32 | -0.3% | -$3,156 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $129.41万 | 0.23% | 34,501 | 12,055 | 53.7% | $45.22万 | 加仓 |
| VB | VANGUARD INDEX FDS | $145.50万 | 0.26% | 4,800 | 435 | 10.0% | $13.19万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $146.42万 | 0.26% | 34,590 | 6,302 | 22.3% | $26.68万 | 加仓 |
| IJR | ISHARES TR | $154.86万 | 0.28% | 10,442 | 146 | 1.4% | $2.17万 | 加仓 |
| IJH | ISHARES TR | $155.93万 | 0.28% | 20,222 | 240 | 1.2% | $1.85万 | 加仓 |
| IDXX | IDEXX LABS INC | $157.41万 | 0.28% | 2,990 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $167.98万 | 0.30% | 17,393 | -117 | -0.7% | -$1.13万 | 减仓 |
| LPX | LOUISIANA PAC CORP | $170.48万 | 0.30% | 21,673 | -514 | -2.3% | -$4.04万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $172.07万 | 0.31% | 11,371 | -464 | -3.9% | -$7.02万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $181.68万 | 0.32% | 9,813 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $182.60万 | 0.32% | 6,554 | -18 | -0.3% | -$5,015 | 减仓 |
| VLTO | VERALTO CORP | $190.18万 | 0.34% | 21,446 | -264 | -1.2% | -$2.34万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $190.20万 | 0.34% | 42,760 | 7,764 | 22.2% | $34.53万 | 加仓 |
| BLK | BLACKROCK INC | $194.53万 | 0.35% | 2,023 | -286 | -12.4% | -$27.50万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $195.61万 | 0.35% | 22,709 | 1,025 | 4.7% | $8.83万 | 加仓 |
| PEP | PEPSICO INC | $202.94万 | 0.36% | 14,988 | -513 | -3.3% | -$6.95万 | 减仓 |
| CAT | CATERPILLAR INC | $250.78万 | 0.45% | 2,355 | 0 | 0.0% | — | 不变 |