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 |
|---|---|---|---|---|---|---|---|---|
| WAB | WABTEC | $54.26万 | 0.05% | 2,013 | -100 | -4.7% | -$2.70万 | 减仓 |
| VMC | VULCAN MATLS CO | $54.52万 | 0.05% | 1,848 | 1,848 | — | $54.52万 | 新建仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $55.28万 | 0.05% | 7,340 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $55.45万 | 0.05% | 21,011 | 836 | 4.1% | $2.21万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $55.55万 | 0.05% | 3,396 | 186 | 5.8% | $3.04万 | 加仓 |
| ENTG | ENTEGRIS INC | $55.63万 | 0.05% | 3,093 | 3,093 | — | $55.63万 | 新建仓 |
| ADSK | AUTODESK INC | $55.88万 | 0.05% | 2,874 | 438 | 18.0% | $8.52万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $55.99万 | 0.05% | 7,068 | 787 | 12.5% | $6.23万 | 加仓 |
| WWD | WOODWARD INC | $56.16万 | 0.05% | 1,320 | 146 | 12.4% | $6.21万 | 加仓 |
| FNB | F N B CORP | $56.56万 | 0.05% | 29,644 | 825 | 2.9% | $1.57万 | 加仓 |
| TCBX | THIRD COAST BANCSHARES INC | $57.01万 | 0.05% | 14,111 | -1,497 | -9.6% | -$6.05万 | 减仓 |
| DGRO | ISHARES TR | $57.09万 | 0.05% | 7,532 | 2 | 0.0% | $152 | 加仓 |
| VNOM | VIPER ENERGY INC | $57.54万 | 0.05% | 13,571 | 14 | 0.1% | $594 | 加仓 |
| EDV | VANGUARD WORLD FD | $57.65万 | 0.05% | 8,859 | 884 | 11.1% | $5.75万 | 加仓 |
| PWR | QUANTA SVCS INC | $57.69万 | 0.05% | 801 | 389 | 94.4% | $28.02万 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $57.97万 | 0.05% | 116,175 | -7,372 | -6.0% | -$3.68万 | 减仓 |
| VSAT | VIASAT INC | $58.14万 | 0.05% | 6,474 | -830 | -11.4% | -$7.45万 | 减仓 |
| JNK | SPDR SERIES TRUST | $58.19万 | 0.05% | 6,038 | 57 | 1.0% | $5,493 | 加仓 |
| NOW | SERVICENOW INC | $58.33万 | 0.05% | 5,875 | 1,900 | 47.8% | $18.86万 | 加仓 |
| TIP | ISHARES TR | $58.67万 | 0.05% | 5,361 | -597 | -10.0% | -$6.53万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $58.67万 | 0.05% | 25,029 | -2,378 | -8.7% | -$5.57万 | 减仓 |
| FAF | FIRST AMERN FINL CORP | $58.87万 | 0.05% | 8,583 | 194 | 2.3% | $1.33万 | 加仓 |
| SO | SOUTHERN CO | $59.45万 | 0.05% | 6,211 | 238 | 4.0% | $2.28万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $60.01万 | 0.05% | 1,552 | 239 | 18.2% | $9.24万 | 加仓 |
| CNC | CENTENE CORP DEL | $60.16万 | 0.05% | 9,372 | 9,372 | — | $60.16万 | 新建仓 |
| RMD | RESMED INC | $60.32万 | 0.05% | 3,095 | 1 | 0.0% | $195 | 加仓 |
| ITGR | INTEGER HLDGS CORP | $60.47万 | 0.05% | 6,471 | -146 | -2.2% | -$1.36万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $60.48万 | 0.05% | 1,341 | -951 | -41.5% | -$42.89万 | 减仓 |
| TJX | TJX COS INC NEW | $61.23万 | 0.05% | 4,042 | 978 | 31.9% | $14.81万 | 加仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $61.32万 | 0.05% | 28,078 | 5,411 | 23.9% | $11.82万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $61.43万 | 0.05% | 11,842 | 29 | 0.2% | $1,504 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $61.44万 | 0.05% | 1,529 | 20 | 1.3% | $8,037 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $61.74万 | 0.05% | 1,231 | 387 | 45.9% | $19.41万 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $61.84万 | 0.05% | 26,736 | 14,267 | 114.4% | $33.00万 | 加仓 |
| USB | US BANCORP | $61.98万 | 0.05% | 10,262 | 1,138 | 12.5% | $6.87万 | 加仓 |
| FAST | FASTENAL CO | $62.51万 | 0.06% | 13,015 | 6,270 | 93.0% | $30.11万 | 加仓 |
| — | QORVO INC | $62.75万 | 0.06% | 6,728 | -456 | -6.3% | -$4.25万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $62.89万 | 0.06% | 19,621 | 213 | 1.1% | $6,827 | 加仓 |
| AMGN | AMGEN INC | $63.35万 | 0.06% | 1,749 | 349 | 24.9% | $12.64万 | 加仓 |
| HAS | HASBRO INC | $63.91万 | 0.06% | 7,738 | 439 | 6.0% | $3.63万 | 加仓 |
| SHEL | SHELL PLC | $64.41万 | 0.06% | 8,306 | -109 | -1.3% | -$8,452 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $64.43万 | 0.06% | 5,126 | -914 | -15.1% | -$11.49万 | 重新持有 |
| URI | UNITED RENTALS INC | $64.63万 | 0.06% | 570 | -138 | -19.5% | -$15.65万 | 减仓 |
| ES | EVERSOURCE ENERGY | $64.97万 | 0.06% | 8,990 | 236 | 2.7% | $1.71万 | 加仓 |
| FDMO | FIDELITY COVINGTON TRUST | $65.15万 | 0.06% | 6,610 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $65.21万 | 0.06% | 7,570 | 292 | 4.0% | $2.52万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $65.31万 | 0.06% | 3,701 | -811 | -18.0% | -$14.31万 | 减仓 |
| EGBN | EAGLE BANCORPORATION INC | $65.61万 | 0.06% | 23,109 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $65.62万 | 0.06% | 5,597 | 71 | 1.3% | $8,325 | 加仓 |
| AGCO | AGCO CORP | $65.80万 | 0.06% | 5,497 | 1,812 | 49.2% | $21.69万 | 加仓 |
| TNET | TRINET GROUP INC | $66.02万 | 0.06% | 13,341 | -1,585 | -10.6% | -$7.84万 | 减仓 |
| LIN | LINDE PLC | $66.36万 | 0.06% | 1,279 | 332 | 35.1% | $17.23万 | 加仓 |
| ALMS | ALUMIS INC | $66.41万 | 0.06% | 23,599 | -2,614 | -10.0% | -$7.36万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $67.02万 | 0.06% | 23,457 | 23,457 | — | $67.02万 | 新建仓 |
| MCK | MCKESSON CORP | $67.02万 | 0.06% | 887 | 120 | 15.6% | $9.07万 | 加仓 |
| EVRG | EVERGY INC | $67.02万 | 0.06% | 7,755 | 173 | 2.3% | $1.50万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $67.34万 | 0.06% | 8,855 | 1,010 | 12.9% | $7.68万 | 加仓 |
| DLTR | DOLLAR TREE INC | $67.47万 | 0.06% | 5,578 | -1,969 | -26.1% | -$23.82万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $67.88万 | 0.06% | 5,110 | 2,315 | 82.8% | $30.75万 | 加仓 |
| IQV | IQVIA HLDGS INC | $67.96万 | 0.06% | 3,517 | 494 | 16.3% | $9.55万 | 加仓 |
| DIS | DISNEY WALT CO | $68.27万 | 0.06% | 7,093 | 1,309 | 22.6% | $12.60万 | 加仓 |
| INTU | INTUIT | $68.38万 | 0.06% | 2,620 | 613 | 30.5% | $16.00万 | 加仓 |
| APP | APPLOVIN CORP | $68.47万 | 0.06% | 1,329 | 332 | 33.3% | $17.11万 | 加仓 |
| ETN | EATON CORP PLC | $68.83万 | 0.06% | 1,615 | 959 | 146.2% | $40.87万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $69.15万 | 0.06% | 3,934 | -1,063 | -21.3% | -$18.68万 | 减仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $69.17万 | 0.06% | 6,959 | 0 | 0.0% | — | 不变 |
| CUZ | COUSINS PPTYS INC | $69.22万 | 0.06% | 23,090 | -8 | -0.0% | -$240 | 减仓 |
| LEN | LENNAR CORP | $69.36万 | 0.06% | 7,665 | 7,665 | — | $69.36万 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $69.60万 | 0.06% | 2,377 | 436 | 22.5% | $12.77万 | 加仓 |
| KHC | KRAFT HEINZ CO | $70.11万 | 0.06% | 29,681 | 12,194 | 69.7% | $28.80万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $70.29万 | 0.06% | 1,415 | 895 | 172.1% | $44.46万 | 加仓 |
| MTG | MGIC INVT CORP WIS | $70.63万 | 0.06% | 25,045 | -1,754 | -6.5% | -$4.95万 | 减仓 |
| — | TOPBUILD COR | $70.73万 | 0.06% | 1,995 | -247 | -11.0% | -$8.76万 | 减仓 |
| USFD | US FOODS HLDG CORP | $70.95万 | 0.06% | 6,939 | -1,026 | -12.9% | -$10.49万 | 减仓 |
| YUM | YUM BRANDS INC | $71.02万 | 0.06% | 4,443 | 1,103 | 33.0% | $17.63万 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $71.24万 | 0.06% | 5,252 | -10,200 | -66.0% | -$138.35万 | 减仓 |
| BWA | BORGWARNER INC | $71.36万 | 0.06% | 10,747 | 10,747 | — | $71.36万 | 新建仓 |
| FOXA | FOX CORP | $71.97万 | 0.06% | 13,797 | -6,238 | -31.1% | -$32.54万 | 减仓 |
| COP | CONOCOPHILLIPS | $72.51万 | 0.06% | 6,974 | -3,500 | -33.4% | -$36.39万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $73.12万 | 0.06% | 18,175 | 5,575 | 44.2% | $22.43万 | 加仓 |
| MKSI | MKS INC. | $73.79万 | 0.07% | 1,659 | -7 | -0.4% | -$3,114 | 减仓 |
| SPFI | SOUTH PLAINS FINANCIAL INC | $74.36万 | 0.07% | 17,258 | 17,258 | — | $74.36万 | 新建仓 |
| DTE | DTE ENERGY CO | $74.39万 | 0.07% | 4,882 | 488 | 11.1% | $7.44万 | 加仓 |
| IEFA | ISHARES TR | $74.54万 | 0.07% | 7,718 | 258 | 3.5% | $2.49万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $74.54万 | 0.07% | 3,329 | 880 | 35.9% | $19.71万 | 加仓 |
| LUNR | INTUITIVE MACHINES INC | $75.29万 | 0.07% | 35,197 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $75.42万 | 0.07% | 14,968 | -21 | -0.1% | -$1,058 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $75.55万 | 0.07% | 1,526 | 338 | 28.5% | $16.73万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $75.57万 | 0.07% | 2,584 | 522 | 25.3% | $15.27万 | 加仓 |
| IWM | ISHARES TR | $75.71万 | 0.07% | 2,520 | -3,388 | -57.3% | -$101.79万 | 重新持有 |
| PNC | PNC FINL SVCS GROUP INC | $75.72万 | 0.07% | 3,075 | 1,539 | 100.2% | $37.90万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $76.05万 | 0.07% | 2,812 | 1,615 | 134.9% | $43.68万 | 加仓 |
| PFE | PFIZER INC | $76.06万 | 0.07% | 31,586 | -11,768 | -27.1% | -$28.34万 | 减仓 |
| MO | ALTRIA GROUP INC | $76.14万 | 0.07% | 10,583 | 1,764 | 20.0% | $12.69万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $76.25万 | 0.07% | 14,677 | 219 | 1.5% | $1.14万 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $76.72万 | 0.07% | 3,383 | -55 | -1.6% | -$1.25万 | 减仓 |
| EME | EMCOR GROUP INC | $76.88万 | 0.07% | 926 | 266 | 40.3% | $22.08万 | 加仓 |
| XYZ | BLOCK INC | $77.15万 | 0.07% | 10,151 | 1,836 | 22.1% | $13.95万 | 加仓 |
| GRMN | GARMIN LTD | $78.09万 | 0.07% | 3,287 | -342 | -9.4% | -$8.12万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $78.40万 | 0.07% | 2,375 | 895 | 60.5% | $29.54万 | 加仓 |