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 |
|---|---|---|---|---|---|---|---|---|
| WRB | BERKLEY W R CORP | $37.73万 | 0.07% | 5,692 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $37.29万 | 0.07% | 1,054 | -11,873 | -91.8% | -$420.02万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $35.31万 | 0.07% | 591 | -48 | -7.5% | -$2.87万 | 减仓 |
| USB | US BANCORP | $34.53万 | 0.07% | 6,641 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $33.90万 | 0.06% | 1,658 | 2 | 0.1% | $409 | 加仓 |
| BAC | BANK AMERICA CORP | $33.89万 | 0.06% | 6,961 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $31.84万 | 0.06% | 1,567 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $31.19万 | 0.06% | 2,121 | 105 | 5.2% | $1.54万 | 加仓 |
| IWM | ISHARES TR | $30.90万 | 0.06% | 1,246 | 0 | 0.0% | — | 不变 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $30.43万 | 0.06% | 2,747 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $30.26万 | 0.06% | 1,830 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $30.18万 | 0.06% | 7,766 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $29.95万 | 0.06% | 3,860 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $29.35万 | 0.06% | 1,211 | 34 | 2.9% | $8,241 | 加仓 |
| COP | CONOCOPHILLIPS | $28.62万 | 0.05% | 2,168 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $27.67万 | 0.05% | 9,854 | -370 | -3.6% | -$1.04万 | 减仓 |
| UL | UNILEVER PLC | $27.61万 | 0.05% | 4,846 | -351 | -6.8% | -$2.00万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $26.61万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $25.64万 | 0.05% | 352 | 352 | — | $25.64万 | 新建仓 |
| GLD | SPDR GOLD TR | $25.16万 | 0.05% | 585 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC | $23.97万 | 0.05% | 600 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $23.89万 | 0.05% | 5,196 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $22.78万 | 0.04% | 1,347 | 0 | 0.0% | — | 不变 |
| AMR | ALPHA METALLURGICAL RESOUR I | $21.88万 | 0.04% | 1,066 | 1,066 | — | $21.88万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $21.76万 | 0.04% | 6,491 | 6,491 | — | $21.76万 | 新建仓 |
| ABBV | ABBVIE INC | $21.76万 | 0.04% | 1,001 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $21.69万 | 0.04% | 2,406 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $21.66万 | 0.04% | 1,000 | 1,000 | — | $21.66万 | 新建仓 |
| INTC | INTEL CORP | $21.49万 | 0.04% | 4,870 | 4,870 | — | $21.49万 | 新建仓 |
| ITOT | ISHARES TR | $21.23万 | 0.04% | 1,490 | -24 | -1.6% | -$3,419 | 减仓 |
| WMB | WILLIAMS COS INC | $21.00万 | 0.04% | 2,885 | 2,885 | — | $21.00万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $20.39万 | 0.04% | 353 | 0 | 0.0% | — | 不变 |
| CGBL | CAPITAL GROUP CORE BALANCED | $20.20万 | 0.04% | 5,870 | 5,870 | — | $20.20万 | 新建仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $12.52万 | 0.02% | 14,340 | 2,857 | 24.9% | $2.49万 | 加仓 |
| — | GOLDMINING INC | $1.28万 | 0.00% | 10,752 | 0 | 0.0% | — | 不变 |
| 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 |