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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,880.43万 | 9.25% | 101,855 | 8,104 | 8.6% | $388.31万 | 加仓 |
| GOOGL | ALPHABET INC | $4,432.26万 | 8.40% | 154,232 | -1,403 | -0.9% | -$40.32万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $3,948.68万 | 7.48% | 55 | 2 | 3.8% | $143.59万 | 加仓 |
| MKL | MARKEL GROUP INC | $3,479.42万 | 6.59% | 18,181 | 779 | 4.5% | $149.08万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,442.13万 | 6.52% | 34,545 | -272 | -0.8% | -$27.10万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $2,981.63万 | 5.65% | 59,681 | -561 | -0.9% | -$28.03万 | 减仓 |
| AMZN | AMAZON COM INC | $1,643.35万 | 3.11% | 78,940 | -852 | -1.1% | -$17.74万 | 减仓 |
| DHR | DANAHER CORP DEL | $1,605.20万 | 3.04% | 84,726 | -1,149 | -1.3% | -$21.77万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,577.26万 | 2.99% | 42,644 | -12 | -0.0% | -$4,438 | 减仓 |
| AAPL | APPLE INC | $1,421.10万 | 2.69% | 56,035 | -361 | -0.6% | -$9.16万 | 减仓 |
| SBUX | STARBUCKS CORP | $1,399.87万 | 2.65% | 156,316 | -3,370 | -2.1% | -$30.18万 | 减仓 |
| HGTY | HAGERTY INC | $1,000.85万 | 1.90% | 950,652 | 137,794 | 17.0% | $145.07万 | 加仓 |
| MCD | MCDONALDS CORP | $985.18万 | 1.87% | 31,702 | -198 | -0.6% | -$6.15万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $849.63万 | 1.61% | 25,990 | -311 | -1.2% | -$10.17万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $837.77万 | 1.59% | 148,986 | -9,495 | -6.0% | -$53.39万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $825.45万 | 1.56% | 28,087 | -214 | -0.8% | -$6.29万 | 减仓 |
| DIS | DISNEY WALT CO | $734.22万 | 1.39% | 76,212 | -3,953 | -4.9% | -$38.08万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $711.93万 | 1.35% | 60,024 | -622 | -1.0% | -$7.38万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $672.01万 | 1.27% | 79,095 | 37,744 | 91.3% | $320.68万 | 加仓 |
| LIN | LINDE PLC | $657.83万 | 1.25% | 13,267 | -226 | -1.7% | -$11.21万 | 减仓 |
| KO | COCA COLA CO | $602.55万 | 1.14% | 79,227 | -260 | -0.3% | -$1.98万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $576.82万 | 1.09% | 23,603 | -60 | -0.3% | -$1.47万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $574.54万 | 1.09% | 18,994 | -266 | -1.4% | -$8.05万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $546.56万 | 1.04% | 58,158 | -1,915 | -3.2% | -$18.00万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $523.10万 | 0.99% | 67,875 | -988 | -1.4% | -$7.61万 | 减仓 |
| CPRT | COPART INC | $494.49万 | 0.94% | 149,066 | -16,726 | -10.1% | -$55.48万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $492.18万 | 0.93% | 50,033 | 45,455 | 992.9% | $447.15万 | 加仓 |
| UNP | UNION PAC CORP | $481.94万 | 0.91% | 19,871 | -651 | -3.2% | -$15.79万 | 减仓 |
| MCO | MOODYS CORP | $480.75万 | 0.91% | 11,026 | -262 | -2.3% | -$11.42万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $412.78万 | 0.78% | 63,423 | -61,397 | -49.2% | -$399.60万 | 减仓 |
| GOOG | ALPHABET INC | $357.99万 | 0.68% | 12,497 | 45 | 0.4% | $1.29万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $343.37万 | 0.65% | 11,772 | 1 | 0.0% | $292 | 加仓 |
| FAST | FASTENAL CO | $324.38万 | 0.61% | 69,988 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $297.01万 | 0.56% | 4,548 | -213 | -4.5% | -$13.91万 | 减仓 |
| CB | CHUBB LTD SWITZ | $285.59万 | 0.54% | 8,763 | -88 | -1.0% | -$2.87万 | 减仓 |
| WMT | WALMART INC | $282.62万 | 0.54% | 22,741 | 2 | 0.0% | $249 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $260.56万 | 0.49% | 64,960 | -1,371 | -2.1% | -$5.50万 | 减仓 |
| DE | DEERE & CO | $251.89万 | 0.48% | 4,472 | -5 | -0.1% | -$2,816 | 减仓 |
| PEP | PEPSICO INC | $240.72万 | 0.46% | 15,501 | 1 | 0.0% | $155 | 加仓 |
| BLK | BLACKROCK INC | $221.99万 | 0.42% | 2,309 | -48 | -2.0% | -$4.61万 | 减仓 |
| APH | AMPHENOL CORP | $217.26万 | 0.41% | 17,195 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $191.82万 | 0.36% | 21,710 | -1,405 | -6.1% | -$12.41万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $186.02万 | 0.35% | 11,835 | -321 | -2.6% | -$5.05万 | 减仓 |
| ECL | ECOLAB INC | $174.83万 | 0.33% | 6,572 | -400 | -5.7% | -$10.64万 | 减仓 |
| IDXX | IDEXX LABS INC | $167.88万 | 0.32% | 2,990 | -37 | -1.2% | -$2.08万 | 减仓 |
| CAT | CATERPILLAR INC | $166.80万 | 0.32% | 2,355 | 0 | 0.0% | — | 不变 |
| LPX | LOUISIANA PAC CORP | $160.93万 | 0.30% | 22,187 | -402 | -1.8% | -$2.92万 | 减仓 |
| IEFA | ISHARES TR | $158.40万 | 0.30% | 17,510 | -727 | -4.0% | -$6.58万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $157.77万 | 0.30% | 3,614 | -55 | -1.5% | -$2.40万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $154.41万 | 0.29% | 9,813 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $151.73万 | 0.29% | 4,439 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $141.68万 | 0.27% | 10,420 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $134.66万 | 0.26% | 19,982 | -997 | -4.8% | -$6.72万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $134.29万 | 0.25% | 34,996 | -1,069 | -3.0% | -$4.10万 | 减仓 |
| IJR | ISHARES TR | $127.69万 | 0.24% | 10,296 | -12 | -0.1% | -$1,488 | 减仓 |
| ESAB | ESAB CORPORATION | $122.48万 | 0.23% | 12,671 | -5 | -0.0% | -$483 | 减仓 |
| — | EXXON MOBIL CORP | $120.23万 | 0.23% | 7,076 | -77 | -1.1% | -$1.31万 | 减仓 |
| VB | VANGUARD INDEX FDS | $114.15万 | 0.22% | 4,365 | -4 | -0.1% | -$1,046 | 减仓 |
| MSCI | MSCI INC | $114.03万 | 0.22% | 2,118 | -384 | -15.3% | -$20.67万 | 减仓 |
| HD | HOME DEPOT INC | $112.31万 | 0.21% | 3,417 | -78 | -2.2% | -$2.56万 | 减仓 |
| TSLA | TESLA INC | $110.76万 | 0.21% | 2,979 | 127 | 4.5% | $4.72万 | 加仓 |
| USMV | ISHARES TR | $103.17万 | 0.20% | 11,129 | 479 | 4.5% | $4.44万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $96.07万 | 0.18% | 5,511 | 56 | 1.0% | $9,762 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $94.25万 | 0.18% | 28,288 | -409 | -1.4% | -$1.36万 | 减仓 |
| SPGI | S&P GLOBAL INC | $93.69万 | 0.18% | 2,210 | -57 | -2.5% | -$2.42万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $90.44万 | 0.17% | 6,260 | -150 | -2.3% | -$2.17万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $89.98万 | 0.17% | 20,260 | -2,547 | -11.2% | -$11.31万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $82.60万 | 0.16% | 4,210 | 47 | 1.1% | $9,221 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $82.23万 | 0.16% | 5,062 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $81.52万 | 0.15% | 4,460 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $81.31万 | 0.15% | 27,572 | 72 | 0.3% | $2,123 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $80.39万 | 0.15% | 22,446 | 2,005 | 9.8% | $7.18万 | 加仓 |
| BN | BROOKFIELD CORP | $77.70万 | 0.15% | 19,216 | -729 | -3.7% | -$2.95万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $74.00万 | 0.14% | 1,138 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $73.57万 | 0.14% | 17,294 | 909 | 5.5% | $3.87万 | 加仓 |
| DEO | DIAGEO PLC | $73.42万 | 0.14% | 9,863 | -605 | -5.8% | -$4.50万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $70.63万 | 0.13% | 560 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $67.07万 | 0.13% | 12,452 | -4 | -0.0% | -$215 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $63.90万 | 0.12% | 7,496 | -490 | -6.1% | -$4.18万 | 减仓 |
| CSGP | COSTAR GROUP INC | $63.31万 | 0.12% | 15,693 | -654 | -4.0% | -$2.64万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $62.20万 | 0.12% | 9,747 | -116 | -1.2% | -$7,402 | 减仓 |
| HSY | HERSHEY CO | $61.44万 | 0.12% | 2,955 | -14 | -0.5% | -$2,911 | 减仓 |
| V | VISA INC | $60.09万 | 0.11% | 1,988 | -74 | -3.6% | -$2.24万 | 减仓 |
| SYK | STRYKER CORPORATION | $58.49万 | 0.11% | 1,780 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $57.59万 | 0.11% | 2,783 | 1,082 | 63.6% | $22.39万 | 加仓 |
| WFC | WELLS FARGO & CO | $57.33万 | 0.11% | 7,201 | 2 | 0.0% | $159 | 加仓 |
| NKE | NIKE INC | $56.67万 | 0.11% | 10,733 | -220 | -2.0% | -$1.16万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $55.98万 | 0.11% | 4,050 | 33 | 0.8% | $4,561 | 加仓 |
| DGRO | ISHARES TR | $55.89万 | 0.11% | 7,968 | -1,372 | -14.7% | -$9.62万 | 减仓 |
| RTX | RTX CORPORATION | $55.66万 | 0.11% | 2,888 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $54.41万 | 0.10% | 951 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC | $53.80万 | 0.10% | 7,300 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $53.63万 | 0.10% | 4,488 | 0 | 0.0% | — | 不变 |
| BKE | BUCKLE INC | $51.87万 | 0.10% | 10,300 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $51.15万 | 0.10% | 2,580 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $46.60万 | 0.09% | 2,700 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $45.73万 | 0.09% | 1,536 | 1,536 | — | $45.73万 | 新建仓 |
| GDX | VANECK ETF TRUST | $44.31万 | 0.08% | 4,828 | 430 | 9.8% | $3.95万 | 加仓 |
| ETN | EATON CORP PLC | $41.56万 | 0.08% | 1,162 | 0 | 0.0% | — | 不变 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $40.58万 | 0.08% | 12,067 | 0 | 0.0% | — | 不变 |