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 |
|---|---|---|---|---|---|---|---|---|
| CSGP | COSTAR GROUP INC | $40.40万 | 0.07% | 14,265 | -1,428 | -9.1% | -$4.04万 | 减仓 |
| WRB | BERKLEY W R CORP | $40.15万 | 0.07% | 5,692 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $40.08万 | 0.07% | 7,034 | 73 | 1.0% | $4,160 | 加仓 |
| IWM | ISHARES TR | $37.44万 | 0.07% | 1,246 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $35.55万 | 0.06% | 1,051 | -3 | -0.3% | -$1,015 | 减仓 |
| VMI | VALMONT INDS INC | $34.66万 | 0.06% | 600 | 0 | 0.0% | — | 不变 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $34.57万 | 0.06% | 12,649 | 12,649 | — | $34.57万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $34.57万 | 0.06% | 1,229 | 18 | 1.5% | $5,063 | 加仓 |
| USB | US BANCORP | $34.49万 | 0.06% | 5,710 | -931 | -14.0% | -$5.62万 | 减仓 |
| CVX | CHEVRON CORPORATION | $33.97万 | 0.06% | 2,049 | -734 | -26.4% | -$12.17万 | 减仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $33.65万 | 0.06% | 10,206 | 10,206 | — | $33.65万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $32.30万 | 0.06% | 1,660 | 2 | 0.1% | $389 | 加仓 |
| ORCL | ORACLE CORP | $31.47万 | 0.06% | 2,148 | 27 | 1.3% | $3,956 | 加仓 |
| NUE | NUCOR CORP | $30.00万 | 0.05% | 1,347 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $29.78万 | 0.05% | 1,646 | -184 | -10.1% | -$3.33万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $29.41万 | 0.05% | 2,207 | -540 | -19.7% | -$7.20万 | 减仓 |
| UL | UNILEVER PLC | $29.13万 | 0.05% | 4,846 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $29.05万 | 0.05% | 366 | 14 | 4.0% | $1.11万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $28.93万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $27.81万 | 0.05% | 3,686 | -1,142 | -23.7% | -$8.62万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $27.57万 | 0.05% | 2,216 | -364 | -14.1% | -$4.53万 | 减仓 |
| QQQ | INVESCO QQQ TR | $27.45万 | 0.05% | 373 | 20 | 5.7% | $1.47万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $27.35万 | 0.05% | 2,406 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $26.35万 | 0.05% | 1,047 | 46 | 4.6% | $1.16万 | 加仓 |
| TFC | TRUIST FINL CORP | $25.89万 | 0.05% | 5,196 | 0 | 0.0% | — | 不变 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $24.50万 | 0.04% | 6,952 | 6,952 | — | $24.50万 | 新建仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $24.35万 | 0.04% | 10,924 | 10,924 | — | $24.35万 | 新建仓 |
| PFE | PFIZER INC | $23.73万 | 0.04% | 9,854 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $22.77万 | 0.04% | 1,386 | -104 | -7.0% | -$1.71万 | 减仓 |
| COP | CONOCOPHILLIPS | $22.54万 | 0.04% | 2,168 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $21.76万 | 0.04% | 2,604 | 2,604 | — | $21.76万 | 新建仓 |
| WMB | WILLIAMS COS INC | $21.45万 | 0.04% | 2,885 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $21.29万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $21.25万 | 0.04% | 1,150 | 1,150 | — | $21.25万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $20.75万 | 0.04% | 6,491 | 0 | 0.0% | — | 不变 |
| UAMY | UNITED STATES ANTIMONY CORP | $10.41万 | 0.02% | 14,340 | 0 | 0.0% | — | 不变 |
| — | GOLDMINING INC | $9,752 | 0.00% | 10,752 | 0 | 0.0% | — | 不变 |
| 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 |