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 |
|---|---|---|---|---|---|---|---|---|
| ORI | OLD REP INTL CORP | $78.44万 | 0.07% | 19,170 | -1,142 | -5.6% | -$4.67万 | 减仓 |
| FRSH | FRESHWORKS INC | $79.32万 | 0.07% | 78,381 | -1,960 | -2.4% | -$1.98万 | 减仓 |
| WFC | WELLS FARGO & CO | $79.78万 | 0.07% | 9,653 | 2,851 | 41.9% | $23.56万 | 加仓 |
| CRI | CARTERS INC | $80.08万 | 0.07% | 19,456 | 152 | 0.8% | $6,256 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $81.17万 | 0.07% | 7,967 | -1,093 | -12.1% | -$11.14万 | 减仓 |
| BBY | BEST BUY INC | $81.18万 | 0.07% | 10,699 | 1,499 | 16.3% | $11.37万 | 加仓 |
| L | LOEWS CORP | $81.32万 | 0.07% | 7,183 | 249 | 3.6% | $2.82万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $81.55万 | 0.07% | 22,136 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC | $81.56万 | 0.07% | 2,272 | 401 | 21.4% | $14.40万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $81.75万 | 0.07% | 11,815 | 282 | 2.4% | $1.95万 | 加仓 |
| T | AT&T INC | $82.06万 | 0.07% | 39,641 | 10,224 | 34.8% | $21.16万 | 加仓 |
| BLK | BLACKROCK INC | $83.24万 | 0.07% | 866 | 221 | 34.3% | $21.24万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $83.62万 | 0.07% | 8,000 | 1,981 | 32.9% | $20.71万 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $84.33万 | 0.07% | 3,911 | -5,268 | -57.4% | -$113.59万 | 减仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $84.45万 | 0.07% | 62,417 | -38 | -0.1% | -$514 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $84.89万 | 0.08% | 2,425 | -45 | -1.8% | -$1.58万 | 减仓 |
| DDOG | DATADOG INC | $86.21万 | 0.08% | 3,311 | -1,242 | -27.3% | -$32.34万 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $86.73万 | 0.08% | 12,734 | 12,734 | — | $86.73万 | 新建仓 |
| LFUS | LITTELFUSE INC | $88.02万 | 0.08% | 1,933 | -214 | -10.0% | -$9.74万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $88.22万 | 0.08% | 12,590 | 1,219 | 10.7% | $8.54万 | 加仓 |
| TDC | TERADATA CORP DEL | $89.70万 | 0.08% | 25,888 | 4,643 | 21.9% | $16.09万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $90.51万 | 0.08% | 2,703 | 1,250 | 86.0% | $41.86万 | 加仓 |
| EMR | EMERSON ELEC CO | $90.83万 | 0.08% | 6,345 | 2,283 | 56.2% | $32.68万 | 加仓 |
| ROKU | ROKU INC | $91.46万 | 0.08% | 6,621 | -158 | -2.3% | -$2.18万 | 减仓 |
| — | FRANKLIN XRP TRUST | $91.67万 | 0.08% | 80,770 | 13,913 | 20.8% | $15.79万 | 加仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $91.98万 | 0.08% | 40,736 | 2,654 | 7.0% | $5.99万 | 加仓 |
| — | AVANOS MED INC | $92.03万 | 0.08% | 36,990 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC | $92.45万 | 0.08% | 19,868 | -501 | -2.5% | -$2.33万 | 减仓 |
| BYD | BOYD GAMING CORP | $92.63万 | 0.08% | 10,487 | -5,098 | -32.7% | -$45.03万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $92.89万 | 0.08% | 5,211 | -4,539 | -46.6% | -$80.91万 | 减仓 |
| IVV | ISHARES TR | $93.10万 | 0.08% | 1,243 | 3 | 0.2% | $2,247 | 加仓 |
| MA | MASTERCARD INCORPORATED | $93.36万 | 0.08% | 1,818 | 69 | 3.9% | $3.54万 | 加仓 |
| WCC | WESCO INTL INC | $93.96万 | 0.08% | 2,720 | -195 | -6.7% | -$6.74万 | 减仓 |
| FIP | FTAI INFRASTRUCTURE INC | $94.08万 | 0.08% | 202,753 | 992 | 0.5% | $4,603 | 加仓 |
| EPR | EPR PPTYS | $94.42万 | 0.08% | 16,276 | -3,897 | -19.3% | -$22.61万 | 减仓 |
| HIW | HIGHWOODS PPTYS INC | $94.79万 | 0.08% | 31,429 | -4,419 | -12.3% | -$13.33万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $94.98万 | 0.08% | 1,864 | 272 | 17.1% | $13.86万 | 加仓 |
| TXN | TEXAS INSTRS INC | $95.32万 | 0.08% | 3,198 | 1,491 | 87.3% | $44.44万 | 加仓 |
| RNG | RINGCENTRAL INC | $95.35万 | 0.08% | 24,460 | -1,464 | -5.6% | -$5.71万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $97.17万 | 0.09% | 22,951 | 3,268 | 16.6% | $13.84万 | 加仓 |
| ORCL | ORACLE CORP | $98.03万 | 0.09% | 6,689 | 2,080 | 45.1% | $30.48万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $99.28万 | 0.09% | 14,644 | 981 | 7.2% | $6.65万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $100.25万 | 0.09% | 3,729 | -105 | -2.7% | -$2.82万 | 减仓 |
| CCK | CROWN HLDGS INC | $100.86万 | 0.09% | 9,020 | -3,146 | -25.9% | -$35.18万 | 减仓 |
| USMV | ISHARES TR | $100.95万 | 0.09% | 10,466 | 4 | 0.0% | $386 | 加仓 |
| YETI | YETI HLDGS INC | $101.37万 | 0.09% | 20,454 | 625 | 3.2% | $3.10万 | 加仓 |
| IDXX | IDEXX LABS INC | $101.92万 | 0.09% | 1,936 | 695 | 56.0% | $36.59万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $102.01万 | 0.09% | 6,540 | -131 | -2.0% | -$2.04万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $102.17万 | 0.09% | 4,621 | 4,621 | — | $102.17万 | 新建仓 |
| BALL | BALL CORP | $102.32万 | 0.09% | 16,398 | 378 | 2.4% | $2.36万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $102.55万 | 0.09% | 10,166 | 86 | 0.9% | $8,676 | 加仓 |
| CI | THE CIGNA GROUP | $102.58万 | 0.09% | 3,721 | -444 | -10.7% | -$12.24万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $102.60万 | 0.09% | 3,864 | 204 | 5.6% | $5.42万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $103.57万 | 0.09% | 3,552 | -66 | -1.8% | -$1.92万 | 减仓 |
| ADI | ANALOG DEVICES INC | $103.61万 | 0.09% | 2,609 | 264 | 11.3% | $10.48万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $103.94万 | 0.09% | 5,455 | -586 | -9.7% | -$11.17万 | 减仓 |
| TTC | TORO CO | $104.66万 | 0.09% | 10,743 | 2,178 | 25.4% | $21.22万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $105.25万 | 0.09% | 11,991 | 4,900 | 69.1% | $43.01万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $105.27万 | 0.09% | 4,276 | 65 | 1.5% | $1.60万 | 加仓 |
| PHM | PULTE GROUP INC | $105.91万 | 0.09% | 7,719 | -2,546 | -24.8% | -$34.93万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $106.45万 | 0.09% | 10,628 | -177 | -1.6% | -$1.77万 | 减仓 |
| MDB | MONGODB INC | $106.85万 | 0.09% | 3,181 | 134 | 4.4% | $4.50万 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $107.64万 | 0.10% | 40,851 | 6,038 | 17.3% | $15.91万 | 加仓 |
| NTRS | NORTHERN TR CORP | $109.66万 | 0.10% | 6,308 | -66 | -1.0% | -$1.15万 | 减仓 |
| SBUX | STARBUCKS CORP | $109.77万 | 0.10% | 10,741 | 2,677 | 33.2% | $27.36万 | 加仓 |
| KBDC | KAYNE ANDERSON BDC INC | $109.77万 | 0.10% | 81,132 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $110.22万 | 0.10% | 22,758 | -900 | -3.8% | -$4.36万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $110.72万 | 0.10% | 7,578 | 1,431 | 23.3% | $20.91万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $111.48万 | 0.10% | 3,680 | -94 | -2.5% | -$2.85万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $111.91万 | 0.10% | 8,229 | 349 | 4.4% | $4.75万 | 加仓 |
| VHT | VANGUARD WORLD FD | $112.65万 | 0.10% | 3,767 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $113.98万 | 0.10% | 10,591 | 255 | 2.5% | $2.74万 | 加仓 |
| FFIV | F5 INC | $114.10万 | 0.10% | 2,743 | 55 | 2.0% | $2.29万 | 加仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $114.56万 | 0.10% | 16,717 | -282 | -1.7% | -$1.93万 | 减仓 |
| — | STELLAR BANCORP INC | $114.82万 | 0.10% | 29,202 | 42 | 0.1% | $1,651 | 加仓 |
| FIVE | FIVE BELOW INC | $114.92万 | 0.10% | 6,392 | -306 | -4.6% | -$5.50万 | 减仓 |
| SNDR | SCHNEIDER NATIONAL INC | $115.03万 | 0.10% | 31,488 | -1,742 | -5.2% | -$6.36万 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $115.21万 | 0.10% | 30,279 | -1,311 | -4.2% | -$4.99万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $115.92万 | 0.10% | 3,685 | 161 | 4.6% | $5.06万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $116.69万 | 0.10% | 9,377 | 3,645 | 63.6% | $45.36万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $119.43万 | 0.11% | 27,455 | -1,093 | -3.8% | -$4.75万 | 减仓 |
| DAL | DELTA AIR LINES INC | $119.62万 | 0.11% | 12,771 | -1,802 | -12.4% | -$16.88万 | 减仓 |
| HON | HONEYWELL INTL INC | $121.52万 | 0.11% | 5,427 | -3,482 | -39.1% | -$77.97万 | 减仓 |
| CGNX | COGNEX CORP | $121.85万 | 0.11% | 16,825 | -97 | -0.6% | -$7,025 | 减仓 |
| TSN | TYSON FOODS INC | $122.07万 | 0.11% | 21,322 | -611 | -2.8% | -$3.50万 | 减仓 |
| MAS | MASCO CORP | $122.67万 | 0.11% | 15,075 | 2,978 | 24.6% | $24.23万 | 加仓 |
| REVS | COLUMBIA ETF TR I | $123.04万 | 0.11% | 39,136 | 21,271 | 119.1% | $66.88万 | 加仓 |
| IJR | ISHARES TR | $123.79万 | 0.11% | 8,347 | 2 | 0.0% | $297 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $124.30万 | 0.11% | 26,036 | -2,426 | -8.5% | -$11.58万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $124.63万 | 0.11% | 11,265 | 305 | 2.8% | $3.37万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $125.40万 | 0.11% | 28,974 | -17,605 | -37.8% | -$76.19万 | 减仓 |
| SNA | SNAP ON INC | $125.75万 | 0.11% | 3,125 | 136 | 4.6% | $5.47万 | 加仓 |
| WMB | WILLIAMS COS INC | $126.20万 | 0.11% | 16,976 | 3,639 | 27.3% | $27.05万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $127.44万 | 0.11% | 1,670 | -25 | -1.5% | -$1.91万 | 减仓 |
| MPLX | MPLX LP | $127.94万 | 0.11% | 22,712 | 56 | 0.2% | $3,155 | 加仓 |
| BGC | BGC GROUP INC | $128.56万 | 0.11% | 120,266 | -13,000 | -9.8% | -$13.90万 | 减仓 |
| GLW | CORNING INC | $128.60万 | 0.11% | 5,035 | 342 | 7.3% | $8.74万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $128.62万 | 0.11% | 4,444 | -112 | -2.5% | -$3.24万 | 减仓 |
| CLS | CELESTICA INC | $128.74万 | 0.11% | 3,529 | 2,284 | 183.5% | $83.32万 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $129.52万 | 0.11% | 21,125 | -175 | -0.8% | -$1.07万 | 减仓 |