Inscription Capital, LLC
HOUSTON TX · SEC CIK 0001767868
$11.28亿2026Q2 申报市值
791持仓数
27.8%前十大占比 · 第一大 6.5%
125 / 71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
NVDA 加仓+$601.51万
AAPL 加仓+$428.19万
CPAI 加仓+$279.65万
PAAA 加仓+$271.41万
GOOGL 加仓+$253.23万
2026Q2 卖出最多 按季末市值估算
GSST 减仓-$313.79万
DD 减仓-$138.35万
SNDK 减仓-$123.69万
DIREXION SHARES 减仓-$113.59万
IWM 重新持有-$101.79万
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 |
|---|---|---|---|---|---|---|---|---|
| JAZZ | JAZZ PHARMACEUTICALS PLC | $28.55万 | 0.03% | 1,185 | -68 | -5.4% | -$1.64万 | 减仓 |
| SNPS | SYNOPSYS INC | $28.63万 | 0.03% | 642 | 642 | — | $28.63万 | 新建仓 |
| EVR | EVERCORE INC | $28.63万 | 0.03% | 838 | 31 | 3.8% | $1.06万 | 加仓 |
| TRP | TC ENERGY CORP | $28.64万 | 0.03% | 4,320 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $28.74万 | 0.03% | 1,763 | 1,763 | — | $28.74万 | 新建仓 |
| HEI | HEICO CORP NEW | $28.89万 | 0.03% | 811 | -1,214 | -60.0% | -$43.24万 | 减仓 |
| MPC | MARATHON PETE CORP | $28.91万 | 0.03% | 1,131 | 227 | 25.1% | $5.80万 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $28.99万 | 0.03% | 866 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $29.15万 | 0.03% | 4,057 | 2,033 | 100.4% | $14.61万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $29.41万 | 0.03% | 2,117 | -10 | -0.5% | -$1,389 | 减仓 |
| ABT | ABBOTT LABORATORIES | $29.48万 | 0.03% | 3,249 | -392 | -10.8% | -$3.56万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $29.49万 | 0.03% | 1,948 | 109 | 5.9% | $1.65万 | 加仓 |
| ALV | AUTOLIV INC | $29.50万 | 0.03% | 2,539 | 604 | 31.2% | $7.02万 | 加仓 |
| GAP | GAP INC | $29.52万 | 0.03% | 15,805 | -30,029 | -65.5% | -$56.09万 | 减仓 |
| FDX | FEDEX CORP | $29.60万 | 0.03% | 945 | 60 | 6.8% | $1.88万 | 加仓 |
| PGR | PROGRESSIVE CORP | $29.74万 | 0.03% | 1,362 | -258 | -15.9% | -$5.63万 | 减仓 |
| DOLE | DOLE PLC | $29.77万 | 0.03% | 21,701 | 0 | 0.0% | — | 不变 |
| — | SIMULATIONS PLUS INC | $29.86万 | 0.03% | 16,306 | 686 | 4.4% | $1.26万 | 加仓 |
| FC | FRANKLIN COVEY CO | $29.86万 | 0.03% | 12,174 | 380 | 3.2% | $9,321 | 加仓 |
| ALLY | ALLY FINL INC | $29.94万 | 0.03% | 6,515 | 656 | 11.2% | $3.01万 | 加仓 |
| — | ELECTRONIC ARTS INC | $30.03万 | 0.03% | 1,465 | -362 | -19.8% | -$7.42万 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $30.04万 | 0.03% | 5,766 | -1,805 | -23.8% | -$9.40万 | 减仓 |
| CHH | CHOICE HOTELS INTL INC | $30.05万 | 0.03% | 2,725 | 80 | 3.0% | $8,822 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $30.09万 | 0.03% | 3,001 | 3,001 | — | $30.09万 | 新建仓 |
| NX | QUANEX BLDG PRODS CORP | $30.19万 | 0.03% | 16,214 | 4,454 | 37.9% | $8.29万 | 加仓 |
| IWF | ISHARES TR | $30.27万 | 0.03% | 2,438 | 2,438 | — | $30.27万 | 新建仓 |
| AMG | AFFILIATED MANAGERS GROUP | $30.39万 | 0.03% | 898 | 48 | 5.6% | $1.62万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $30.59万 | 0.03% | 435 | 1 | 0.2% | $703 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $30.83万 | 0.03% | 11,564 | 592 | 5.4% | $1.58万 | 加仓 |
| COHR | COHERENT CORP | $30.85万 | 0.03% | 782 | 782 | — | $30.85万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $30.85万 | 0.03% | 4,140 | 1,198 | 40.7% | $8.93万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $31.11万 | 0.03% | 2,795 | 705 | 33.7% | $7.85万 | 加仓 |
| GEO | GEO GROUP INC | $31.18万 | 0.03% | 10,550 | -667 | -5.9% | -$1.97万 | 减仓 |
| CPAY | CORPAY INC | $31.19万 | 0.03% | 936 | 158 | 20.3% | $5.27万 | 加仓 |
| — | VIVAKOR INC | $31.21万 | 0.03% | 945,900 | 945,900 | — | $31.21万 | 新建仓 |
| DE | DEERE & CO | $31.37万 | 0.03% | 494 | 494 | — | $31.37万 | 新建仓 |
| RHI | ROBERT HALF INC. | $31.39万 | 0.03% | 10,226 | -1,649 | -13.9% | -$5.06万 | 减仓 |
| VV | VANGUARD INDEX FDS | $31.44万 | 0.03% | 914 | 3 | 0.3% | $1,032 | 加仓 |
| PFFD | GLOBAL X FDS | $31.77万 | 0.03% | 17,000 | 269 | 1.6% | $5,027 | 加仓 |
| PTC | PTC INC | $31.80万 | 0.03% | 2,799 | 615 | 28.2% | $6.99万 | 重新持有 |
| JPST | J P MORGAN EXCHANGE TRADED F | $32.02万 | 0.03% | 6,332 | 300 | 5.0% | $1.52万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $32.10万 | 0.03% | 13,042 | -7,057 | -35.1% | -$17.37万 | 减仓 |
| HRB | BLOCK H & R INC | $32.11万 | 0.03% | 8,432 | 1,299 | 18.2% | $4.95万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $32.22万 | 0.03% | 2,005 | 2,005 | — | $32.22万 | 新建仓 |
| GTY | GETTY RLTY CORP NEW | $32.24万 | 0.03% | 9,665 | 0 | 0.0% | — | 不变 |
| CSR | CENTERSPACE | $32.49万 | 0.03% | 5,782 | 1,099 | 23.5% | $6.18万 | 加仓 |
| TXT | TEXTRON INC | $32.63万 | 0.03% | 3,557 | -1,187 | -25.0% | -$10.89万 | 减仓 |
| INCY | INCYTE CORP | $32.64万 | 0.03% | 2,879 | 513 | 21.7% | $5.82万 | 加仓 |
| ACWI | ISHARES TR | $32.68万 | 0.03% | 2,082 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $32.82万 | 0.03% | 1,383 | -1,001 | -42.0% | -$23.76万 | 减仓 |
| MTB | M & T BK CORP | $32.93万 | 0.03% | 1,384 | 203 | 17.2% | $4.83万 | 加仓 |
| VGT | VANGUARD WORLD FD | $32.97万 | 0.03% | 2,759 | 7 | 0.3% | $837 | 加仓 |
| OMC | OMNICOM GROUP INC | $32.99万 | 0.03% | 4,529 | 555 | 14.0% | $4.04万 | 加仓 |
| VRNS | VARONIS SYS INC | $33.75万 | 0.03% | 8,044 | -5,068 | -38.7% | -$21.27万 | 重新持有 |
| HUBB | HUBBELL INC | $33.80万 | 0.03% | 646 | 119 | 22.6% | $6.23万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $33.81万 | 0.03% | 39,409 | 0 | 0.0% | — | 不变 |
| INBK | FIRST INTERNET BANCORP | $33.90万 | 0.03% | 12,196 | 107 | 0.9% | $2,975 | 加仓 |
| AME | AMETEK INC | $34.00万 | 0.03% | 1,405 | 455 | 47.9% | $11.01万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $34.43万 | 0.03% | 21,480 | -531 | -2.4% | -$8,512 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $34.58万 | 0.03% | 3,219 | 91 | 2.9% | $9,777 | 加仓 |
| AZN | ASTRAZENECA PLC | $34.74万 | 0.03% | 1,832 | 654 | 55.5% | $12.40万 | 加仓 |
| KKR | KKR & CO INC | $34.79万 | 0.03% | 3,790 | 3,790 | — | $34.79万 | 新建仓 |
| MAN | MANPOWERGROUP INC WIS | $34.82万 | 0.03% | 10,311 | 10,311 | — | $34.82万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $34.84万 | 0.03% | 1,644 | -157 | -8.7% | -$3.33万 | 减仓 |
| SRE | SEMPRA | $34.87万 | 0.03% | 3,761 | 3,761 | — | $34.87万 | 新建仓 |
| BX | BLACKSTONE INC | $35.01万 | 0.03% | 2,975 | -21 | -0.7% | -$2,471 | 减仓 |
| GDX | VANECK ETF TRUST | $35.06万 | 0.03% | 4,647 | -800 | -14.7% | -$6.04万 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $35.07万 | 0.03% | 19,409 | 385 | 2.0% | $6,957 | 加仓 |
| IONQ | IONQ INC | $35.10万 | 0.03% | 6,591 | -325 | -4.7% | -$1.73万 | 重新持有 |
| EQIX | EQUINIX INC | $35.34万 | 0.03% | 339 | 339 | — | $35.34万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $35.37万 | 0.03% | 4,902 | 1,024 | 26.4% | $7.39万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $35.52万 | 0.03% | 2,175 | 15 | 0.7% | $2,450 | 加仓 |
| PGC | PEAPACK-GLADSTONE FINL CORP | $35.67万 | 0.03% | 7,536 | 0 | 0.0% | — | 不变 |
| KFRC | KFORCE INC | $35.76万 | 0.03% | 7,622 | 30 | 0.4% | $1,408 | 加仓 |
| ENB | ENBRIDGE INC | $36.14万 | 0.03% | 6,667 | -4 | -0.1% | -$217 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $36.31万 | 0.03% | 913 | -1,097 | -54.6% | -$43.63万 | 减仓 |
| — | ISHARES ETHEREUM TR | $36.36万 | 0.03% | 30,582 | 186 | 0.6% | $2,212 | 加仓 |
| OKE | ONEOK INC NEW | $36.40万 | 0.03% | 4,187 | 289 | 7.4% | $2.51万 | 加仓 |
| PRMB | PRIMO BRANDS CORPORATION | $36.69万 | 0.03% | 15,012 | -325 | -2.1% | -$7,943 | 减仓 |
| SYY | SYSCO CORP | $36.71万 | 0.03% | 4,392 | 1,187 | 37.0% | $9.92万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $36.85万 | 0.03% | 11,613 | 11,613 | — | $36.85万 | 新建仓 |
| DXCM | DEXCOM INC | $37.40万 | 0.03% | 5,553 | -1,347 | -19.5% | -$9.07万 | 减仓 |
| BN | BROOKFIELD CORP | $37.62万 | 0.03% | 8,832 | 8,832 | — | $37.62万 | 新建仓 |
| CMS | CMS ENERGY CORP | $37.65万 | 0.03% | 4,922 | 505 | 11.4% | $3.86万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $37.91万 | 0.03% | 2,995 | 286 | 10.6% | $3.62万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $37.97万 | 0.03% | 6,772 | 278 | 4.3% | $1.56万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $38.03万 | 0.03% | 6,601 | 1,310 | 24.8% | $7.55万 | 加仓 |
| LOPE | GRAND CANYON ED INC | $38.04万 | 0.03% | 2,658 | -4,064 | -60.5% | -$58.16万 | 减仓 |
| EIPX | FIRST TR EXCHANGE-TRADED FD | $38.17万 | 0.03% | 12,194 | 5,394 | 79.3% | $16.88万 | 加仓 |
| G | GENPACT LIMITED | $38.27万 | 0.03% | 13,917 | 6,929 | 99.2% | $19.05万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $38.35万 | 0.03% | 2,050 | -404 | -16.5% | -$7.56万 | 减仓 |
| PSK | SPDR SERIES TRUST | $38.45万 | 0.03% | 12,595 | -468 | -3.6% | -$1.43万 | 减仓 |
| ATR | APTARGROUP INC | $38.66万 | 0.03% | 3,088 | -205 | -6.2% | -$2.57万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $38.72万 | 0.03% | 9,073 | 6,179 | 213.5% | $26.37万 | 重新持有 |
| CTAS | CINTAS CORP | $38.74万 | 0.03% | 2,278 | -247 | -9.8% | -$4.20万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $38.78万 | 0.03% | 396 | 396 | — | $38.78万 | 新建仓 |
| CTVA | CORTEVA INC | $38.94万 | 0.03% | 4,598 | 800 | 21.1% | $6.78万 | 加仓 |
| VNDA | VANDA PHARMACEUTICALS INC | $39.09万 | 0.03% | 63,878 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $39.18万 | 0.03% | 1,044 | 304 | 41.1% | $11.41万 | 加仓 |
| GMED | GLOBUS MED INC | $39.19万 | 0.03% | 4,960 | 1,496 | 43.2% | $11.82万 | 加仓 |