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 |
|---|---|---|---|---|---|---|---|---|
| MPWR | MONOLITHIC PWR SYS INC | $131.48万 | 0.12% | 951 | -55 | -5.5% | -$7.60万 | 减仓 |
| IUSG | ISHARES TR | $132.25万 | 0.12% | 7,031 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $132.31万 | 0.12% | 15,330 | -168 | -1.1% | -$1.45万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $132.64万 | 0.12% | 9,172 | 532 | 6.2% | $7.69万 | 加仓 |
| QCOM | QUALCOMM INC | $132.65万 | 0.12% | 7,179 | -1,158 | -13.9% | -$21.40万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $133.02万 | 0.12% | 6,598 | 1,889 | 40.1% | $38.08万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $133.65万 | 0.12% | 6,599 | -318 | -4.6% | -$6.44万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $134.39万 | 0.12% | 11,920 | -723 | -5.7% | -$8.15万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $135.06万 | 0.12% | 28,326 | -363 | -1.3% | -$1.73万 | 减仓 |
| FTNT | FORTINET INC | $135.49万 | 0.12% | 8,820 | -508 | -5.4% | -$7.80万 | 减仓 |
| TWLO | TWILIO INC | $136.92万 | 0.12% | 6,636 | 52 | 0.8% | $1.07万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $137.06万 | 0.12% | 14,498 | -2,265 | -13.5% | -$21.41万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $137.80万 | 0.12% | 14,964 | 3,944 | 35.8% | $36.32万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $139.09万 | 0.12% | 1,750 | -203 | -10.4% | -$16.13万 | 减仓 |
| KRE | SPDR SERIES TRUST | $140.72万 | 0.12% | 18,800 | -2,000 | -9.6% | -$14.97万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $141.40万 | 0.13% | 29,612 | -1,060 | -3.5% | -$5.06万 | 减仓 |
| CLH | CLEAN HARBORS INC | $141.94万 | 0.13% | 4,751 | -141 | -2.9% | -$4.21万 | 减仓 |
| CALF | PACER FDS TR | $142.36万 | 0.13% | 28,129 | 2,016 | 7.7% | $10.20万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $142.59万 | 0.13% | 13,171 | 1,732 | 15.1% | $18.75万 | 加仓 |
| TPR | TAPESTRY INC | $143.27万 | 0.13% | 9,788 | 2,091 | 27.2% | $30.61万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $143.30万 | 0.13% | 8,387 | 8,387 | — | $143.30万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $144.45万 | 0.13% | 5,645 | -313 | -5.3% | -$8.01万 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO | $144.49万 | 0.13% | 18,905 | -254 | -1.3% | -$1.94万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $145.80万 | 0.13% | 15,572 | 1,121 | 7.8% | $10.50万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $146.37万 | 0.13% | 28,316 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $147.22万 | 0.13% | 4,156 | 671 | 19.3% | $23.77万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $147.49万 | 0.13% | 6,208 | -476 | -7.1% | -$11.31万 | 减仓 |
| GEV | GE VERNOVA INC | $147.54万 | 0.13% | 1,256 | 255 | 25.5% | $29.95万 | 加仓 |
| ET | ENERGY TRANSFER L P | $147.66万 | 0.13% | 77,230 | 60 | 0.1% | $1,147 | 加仓 |
| — | EA SERIES TRUST | $147.89万 | 0.13% | 34,204 | -4,080 | -10.7% | -$17.64万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $148.54万 | 0.13% | 24,886 | -1,611 | -6.1% | -$9.62万 | 减仓 |
| EBAY | EBAY INC. | $149.06万 | 0.13% | 13,339 | 1,772 | 15.3% | $19.80万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $151.00万 | 0.13% | 29,809 | 92 | 0.3% | $4,660 | 加仓 |
| FIX | COMFORT SYS USA INC | $151.58万 | 0.13% | 765 | 118 | 18.2% | $23.38万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $152.86万 | 0.14% | 5,535 | 324 | 6.2% | $8.95万 | 加仓 |
| TGT | TARGET CORP | $153.32万 | 0.14% | 11,739 | 186 | 1.6% | $2.43万 | 加仓 |
| — | ADVISORSHARES TR | $154.19万 | 0.14% | 10,350 | 10,350 | — | $154.19万 | 新建仓 |
| GSIE | GOLDMAN SACHS ETF TR | $154.19万 | 0.14% | 33,739 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $154.52万 | 0.14% | 15,611 | -156 | -1.0% | -$1.54万 | 减仓 |
| STT | STATE STR CORP | $154.96万 | 0.14% | 9,137 | 174 | 1.9% | $2.95万 | 加仓 |
| DCI | DONALDSON INC | $155.20万 | 0.14% | 17,289 | 1,177 | 7.3% | $10.57万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $157.10万 | 0.14% | 3,783 | -760 | -16.7% | -$31.56万 | 减仓 |
| JBL | JABIL INC | $160.42万 | 0.14% | 4,162 | 195 | 4.9% | $7.52万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $165.33万 | 0.15% | 34,040 | 972 | 2.9% | $4.72万 | 加仓 |
| ABNB | AIRBNB INC | $166.11万 | 0.15% | 11,608 | -1,729 | -13.0% | -$24.74万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $170.04万 | 0.15% | 2,244 | 98 | 4.6% | $7.43万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $175.76万 | 0.16% | 24,067 | -2,010 | -7.7% | -$14.68万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $176.02万 | 0.16% | 38,823 | -19,824 | -33.8% | -$89.88万 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $176.26万 | 0.16% | 11,867 | -529 | -4.3% | -$7.86万 | 减仓 |
| CVS | CVS HEALTH CORP | $178.72万 | 0.16% | 17,276 | -1,216 | -6.6% | -$12.58万 | 减仓 |
| CIEN | CIENA CORP | $180.38万 | 0.16% | 3,677 | -1 | -0.0% | -$491 | 减仓 |
| VMI | VALMONT INDS INC | $181.74万 | 0.16% | 3,147 | -56 | -1.7% | -$3.23万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $183.93万 | 0.16% | 10,827 | -136 | -1.2% | -$2.31万 | 减仓 |
| PSX | PHILLIPS 66 | $187.10万 | 0.17% | 11,068 | 314 | 2.9% | $5.31万 | 加仓 |
| ILMN | ILLUMINA INC | $188.68万 | 0.17% | 10,731 | 959 | 9.8% | $16.86万 | 加仓 |
| DMLP | DORCHESTER MINERALS L P | $189.38万 | 0.17% | 75,000 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $195.27万 | 0.17% | 3,057 | -1,041 | -25.4% | -$66.49万 | 减仓 |
| — | GRANITESHARES ETF TR | $196.76万 | 0.17% | 81,711 | -11,741 | -12.6% | -$28.27万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $198.85万 | 0.18% | 5,100 | -238 | -4.5% | -$9.28万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $199.28万 | 0.18% | 8,549 | 291 | 3.5% | $6.78万 | 加仓 |
| CMI | CUMMINS INC | $200.34万 | 0.18% | 2,809 | 61 | 2.2% | $4.35万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $200.35万 | 0.18% | 63,182 | 2,983 | 5.0% | $9.46万 | 加仓 |
| TXG | 10X GENOMICS INC | $200.60万 | 0.18% | 52,322 | -17,183 | -24.7% | -$65.88万 | 减仓 |
| MS | MORGAN STANLEY | $202.58万 | 0.18% | 9,691 | 2,376 | 32.5% | $49.67万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $205.75万 | 0.18% | 116,047 | 1,823 | 1.6% | $3.23万 | 加仓 |
| SHLD | GLOBAL X FDS | $211.01万 | 0.19% | 35,338 | 3,124 | 9.7% | $18.65万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $212.14万 | 0.19% | 11,726 | 1,701 | 17.0% | $30.77万 | 加仓 |
| EOG | EOG RES INC | $213.12万 | 0.19% | 16,428 | -2,198 | -11.8% | -$28.51万 | 减仓 |
| TER | TERADYNE INC | $220.35万 | 0.20% | 4,554 | -1,212 | -21.0% | -$58.64万 | 减仓 |
| CB | CHUBB LIMITED | $222.88万 | 0.20% | 6,541 | 752 | 13.0% | $25.62万 | 加仓 |
| ASML | ASML HLDG NV | $224.26万 | 0.20% | 1,127 | 121 | 12.0% | $24.08万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $224.66万 | 0.20% | 3 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $238.76万 | 0.21% | 6,389 | 908 | 16.6% | $33.93万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $242.75万 | 0.22% | 5,083 | 1,614 | 46.5% | $77.08万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $243.20万 | 0.22% | 27,674 | -38 | -0.1% | -$3,339 | 减仓 |
| RL | RALPH LAUREN CORP | $247.92万 | 0.22% | 6,176 | 65 | 1.1% | $2.61万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $248.02万 | 0.22% | 5,967 | 1,397 | 30.6% | $58.07万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $249.12万 | 0.22% | 42,003 | 20,393 | 94.4% | $120.95万 | 加仓 |
| SMH | VANECK ETF TRUST | $249.65万 | 0.22% | 3,806 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $251.94万 | 0.22% | 26,124 | -10,142 | -28.0% | -$97.81万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $252.09万 | 0.22% | 26,227 | 4,013 | 18.1% | $38.57万 | 加仓 |
| CAT | CATERPILLAR INC | $257.91万 | 0.23% | 2,422 | 259 | 12.0% | $27.58万 | 加仓 |
| INTC | INTEL CORP | $259.83万 | 0.23% | 18,609 | 5,160 | 38.4% | $72.05万 | 加仓 |
| VLO | VALERO ENERGY CORP | $270.45万 | 0.24% | 10,384 | 103 | 1.0% | $2.68万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $270.85万 | 0.24% | 62,784 | 4,287 | 7.3% | $18.49万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $272.79万 | 0.24% | 9,700 | 388 | 4.2% | $10.91万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $273.32万 | 0.24% | 30,214 | 756 | 2.6% | $6.84万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $274.95万 | 0.24% | 2,849 | -991 | -25.8% | -$95.64万 | 减仓 |
| SNDK | SANDISK CORP | $282.17万 | 0.25% | 1,241 | -544 | -30.5% | -$123.69万 | 减仓 |
| BAC | BANK OF AMER CORP | $283.74万 | 0.25% | 49,797 | 3,709 | 8.0% | $21.13万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $284.93万 | 0.25% | 4,149 | 209 | 5.3% | $14.35万 | 加仓 |
| IWY | ISHARES TR | $288.58万 | 0.26% | 9,930 | 373 | 3.9% | $10.84万 | 加仓 |
| MCD | MCDONALDS CORP | $292.09万 | 0.26% | 10,806 | -610 | -5.3% | -$16.49万 | 减仓 |
| KO | COCA COLA CO | $294.03万 | 0.26% | 36,180 | 1,743 | 5.1% | $14.17万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $301.78万 | 0.27% | 5,195 | 1,089 | 26.5% | $63.26万 | 加仓 |
| PEP | PEPSICO INC | $302.16万 | 0.27% | 22,316 | 1,703 | 8.3% | $23.06万 | 加仓 |
| BA | BOEING CO | $302.47万 | 0.27% | 13,973 | 2,515 | 21.9% | $54.44万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $306.92万 | 0.27% | 40,554 | 15,799 | 63.8% | $119.57万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $306.98万 | 0.27% | 96,022 | 2,304 | 2.5% | $7.37万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $312.14万 | 0.28% | 3,337 | 128 | 4.0% | $11.97万 | 加仓 |