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 |
|---|---|---|---|---|---|---|---|---|
| MDB | MONGODB INC | $106.85万 | 0.09% | 3,181 | 134 | 4.4% | $4.50万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $106.45万 | 0.09% | 10,628 | -177 | -1.6% | -$1.77万 | 减仓 |
| PHM | PULTE GROUP INC | $105.91万 | 0.09% | 7,719 | -2,546 | -24.8% | -$34.93万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $105.27万 | 0.09% | 4,276 | 65 | 1.5% | $1.60万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $105.25万 | 0.09% | 11,991 | 4,900 | 69.1% | $43.01万 | 加仓 |
| TTC | TORO CO | $104.66万 | 0.09% | 10,743 | 2,178 | 25.4% | $21.22万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $103.94万 | 0.09% | 5,455 | -586 | -9.7% | -$11.17万 | 减仓 |
| ADI | ANALOG DEVICES INC | $103.61万 | 0.09% | 2,609 | 264 | 11.3% | $10.48万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $103.57万 | 0.09% | 3,552 | -66 | -1.8% | -$1.92万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $102.60万 | 0.09% | 3,864 | 204 | 5.6% | $5.42万 | 加仓 |
| CI | THE CIGNA GROUP | $102.58万 | 0.09% | 3,721 | -444 | -10.7% | -$12.24万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $102.55万 | 0.09% | 10,166 | 86 | 0.9% | $8,676 | 加仓 |
| BALL | BALL CORP | $102.32万 | 0.09% | 16,398 | 378 | 2.4% | $2.36万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $102.17万 | 0.09% | 4,621 | 4,621 | — | $102.17万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $102.01万 | 0.09% | 6,540 | -131 | -2.0% | -$2.04万 | 减仓 |
| IDXX | IDEXX LABS INC | $101.92万 | 0.09% | 1,936 | 695 | 56.0% | $36.59万 | 加仓 |
| YETI | YETI HLDGS INC | $101.37万 | 0.09% | 20,454 | 625 | 3.2% | $3.10万 | 加仓 |
| USMV | ISHARES TR | $100.95万 | 0.09% | 10,466 | 4 | 0.0% | $386 | 加仓 |
| CCK | CROWN HLDGS INC | $100.86万 | 0.09% | 9,020 | -3,146 | -25.9% | -$35.18万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $100.25万 | 0.09% | 3,729 | -105 | -2.7% | -$2.82万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $99.28万 | 0.09% | 14,644 | 981 | 7.2% | $6.65万 | 加仓 |
| ORCL | ORACLE CORP | $98.03万 | 0.09% | 6,689 | 2,080 | 45.1% | $30.48万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $97.17万 | 0.09% | 22,951 | 3,268 | 16.6% | $13.84万 | 加仓 |
| RNG | RINGCENTRAL INC | $95.35万 | 0.08% | 24,460 | -1,464 | -5.6% | -$5.71万 | 减仓 |
| TXN | TEXAS INSTRS INC | $95.32万 | 0.08% | 3,198 | 1,491 | 87.3% | $44.44万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $94.98万 | 0.08% | 1,864 | 272 | 17.1% | $13.86万 | 加仓 |
| HIW | HIGHWOODS PPTYS INC | $94.79万 | 0.08% | 31,429 | -4,419 | -12.3% | -$13.33万 | 减仓 |
| EPR | EPR PPTYS | $94.42万 | 0.08% | 16,276 | -3,897 | -19.3% | -$22.61万 | 减仓 |
| FIP | FTAI INFRASTRUCTURE INC | $94.08万 | 0.08% | 202,753 | 992 | 0.5% | $4,603 | 加仓 |
| WCC | WESCO INTL INC | $93.96万 | 0.08% | 2,720 | -195 | -6.7% | -$6.74万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $93.36万 | 0.08% | 1,818 | 69 | 3.9% | $3.54万 | 加仓 |
| IVV | ISHARES TR | $93.10万 | 0.08% | 1,243 | 3 | 0.2% | $2,247 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $92.89万 | 0.08% | 5,211 | -4,539 | -46.6% | -$80.91万 | 减仓 |
| BYD | BOYD GAMING CORP | $92.63万 | 0.08% | 10,487 | -5,098 | -32.7% | -$45.03万 | 减仓 |
| NNN | NNN REIT INC | $92.45万 | 0.08% | 19,868 | -501 | -2.5% | -$2.33万 | 减仓 |
| — | AVANOS MED INC | $92.03万 | 0.08% | 36,990 | 0 | 0.0% | — | 不变 |
| PRCT | PROCEPT BIOROBOTICS CORP | $91.98万 | 0.08% | 40,736 | 2,654 | 7.0% | $5.99万 | 加仓 |
| — | FRANKLIN XRP TRUST | $91.67万 | 0.08% | 80,770 | 13,913 | 20.8% | $15.79万 | 加仓 |
| ROKU | ROKU INC | $91.46万 | 0.08% | 6,621 | -158 | -2.3% | -$2.18万 | 减仓 |
| EMR | EMERSON ELEC CO | $90.83万 | 0.08% | 6,345 | 2,283 | 56.2% | $32.68万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $90.51万 | 0.08% | 2,703 | 1,250 | 86.0% | $41.86万 | 加仓 |
| TDC | TERADATA CORP DEL | $89.70万 | 0.08% | 25,888 | 4,643 | 21.9% | $16.09万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $88.22万 | 0.08% | 12,590 | 1,219 | 10.7% | $8.54万 | 加仓 |
| LFUS | LITTELFUSE INC | $88.02万 | 0.08% | 1,933 | -214 | -10.0% | -$9.74万 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $86.73万 | 0.08% | 12,734 | 12,734 | — | $86.73万 | 新建仓 |
| DDOG | DATADOG INC | $86.21万 | 0.08% | 3,311 | -1,242 | -27.3% | -$32.34万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $84.89万 | 0.08% | 2,425 | -45 | -1.8% | -$1.58万 | 减仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $84.45万 | 0.07% | 62,417 | -38 | -0.1% | -$514 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $84.33万 | 0.07% | 3,911 | -5,268 | -57.4% | -$113.59万 | 减仓 |
| PCTY | PAYLOCITY HLDG CORP | $83.62万 | 0.07% | 8,000 | 1,981 | 32.9% | $20.71万 | 加仓 |
| BLK | BLACKROCK INC | $83.24万 | 0.07% | 866 | 221 | 34.3% | $21.24万 | 加仓 |
| T | AT&T INC | $82.06万 | 0.07% | 39,641 | 10,224 | 34.8% | $21.16万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $81.75万 | 0.07% | 11,815 | 282 | 2.4% | $1.95万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $81.56万 | 0.07% | 2,272 | 401 | 21.4% | $14.40万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $81.55万 | 0.07% | 22,136 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $81.32万 | 0.07% | 7,183 | 249 | 3.6% | $2.82万 | 加仓 |
| BBY | BEST BUY INC | $81.18万 | 0.07% | 10,699 | 1,499 | 16.3% | $11.37万 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $81.17万 | 0.07% | 7,967 | -1,093 | -12.1% | -$11.14万 | 减仓 |
| CRI | CARTERS INC | $80.08万 | 0.07% | 19,456 | 152 | 0.8% | $6,256 | 加仓 |
| WFC | WELLS FARGO & CO | $79.78万 | 0.07% | 9,653 | 2,851 | 41.9% | $23.56万 | 加仓 |
| FRSH | FRESHWORKS INC | $79.32万 | 0.07% | 78,381 | -1,960 | -2.4% | -$1.98万 | 减仓 |
| ORI | OLD REP INTL CORP | $78.44万 | 0.07% | 19,170 | -1,142 | -5.6% | -$4.67万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $78.40万 | 0.07% | 2,375 | 895 | 60.5% | $29.54万 | 加仓 |
| GRMN | GARMIN LTD | $78.09万 | 0.07% | 3,287 | -342 | -9.4% | -$8.12万 | 减仓 |
| XYZ | BLOCK INC | $77.15万 | 0.07% | 10,151 | 1,836 | 22.1% | $13.95万 | 加仓 |
| EME | EMCOR GROUP INC | $76.88万 | 0.07% | 926 | 266 | 40.3% | $22.08万 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $76.72万 | 0.07% | 3,383 | -55 | -1.6% | -$1.25万 | 减仓 |
| — | JANUS HENDERSON GROUP PLC | $76.25万 | 0.07% | 14,677 | 219 | 1.5% | $1.14万 | 加仓 |
| MO | ALTRIA GROUP INC | $76.14万 | 0.07% | 10,583 | 1,764 | 20.0% | $12.69万 | 加仓 |
| PFE | PFIZER INC | $76.06万 | 0.07% | 31,586 | -11,768 | -27.1% | -$28.34万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $76.05万 | 0.07% | 2,812 | 1,615 | 134.9% | $43.68万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $75.72万 | 0.07% | 3,075 | 1,539 | 100.2% | $37.90万 | 加仓 |
| IWM | ISHARES TR | $75.71万 | 0.07% | 2,520 | -3,388 | -57.3% | -$101.79万 | 重新持有 |
| TYL | TYLER TECHNOLOGIES INC | $75.57万 | 0.07% | 2,584 | 522 | 25.3% | $15.27万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $75.55万 | 0.07% | 1,526 | 338 | 28.5% | $16.73万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $75.42万 | 0.07% | 14,968 | -21 | -0.1% | -$1,058 | 减仓 |
| LUNR | INTUITIVE MACHINES INC | $75.29万 | 0.07% | 35,197 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $74.54万 | 0.07% | 3,329 | 880 | 35.9% | $19.71万 | 加仓 |
| IEFA | ISHARES TR | $74.54万 | 0.07% | 7,718 | 258 | 3.5% | $2.49万 | 加仓 |
| DTE | DTE ENERGY CO | $74.39万 | 0.07% | 4,882 | 488 | 11.1% | $7.44万 | 加仓 |
| SPFI | SOUTH PLAINS FINANCIAL INC | $74.36万 | 0.07% | 17,258 | 17,258 | — | $74.36万 | 新建仓 |
| MKSI | MKS INC. | $73.79万 | 0.07% | 1,659 | -7 | -0.4% | -$3,114 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $73.12万 | 0.06% | 18,175 | 5,575 | 44.2% | $22.43万 | 加仓 |
| COP | CONOCOPHILLIPS | $72.51万 | 0.06% | 6,974 | -3,500 | -33.4% | -$36.39万 | 减仓 |
| FOXA | FOX CORP | $71.97万 | 0.06% | 13,797 | -6,238 | -31.1% | -$32.54万 | 减仓 |
| BWA | BORGWARNER INC | $71.36万 | 0.06% | 10,747 | 10,747 | — | $71.36万 | 新建仓 |
| DD | DUPONT DE NEMOURS INC | $71.24万 | 0.06% | 5,252 | -10,200 | -66.0% | -$138.35万 | 减仓 |
| YUM | YUM BRANDS INC | $71.02万 | 0.06% | 4,443 | 1,103 | 33.0% | $17.63万 | 加仓 |
| USFD | US FOODS HLDG CORP | $70.95万 | 0.06% | 6,939 | -1,026 | -12.9% | -$10.49万 | 减仓 |
| — | TOPBUILD COR | $70.73万 | 0.06% | 1,995 | -247 | -11.0% | -$8.76万 | 减仓 |
| MTG | MGIC INVT CORP WIS | $70.63万 | 0.06% | 25,045 | -1,754 | -6.5% | -$4.95万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $70.29万 | 0.06% | 1,415 | 895 | 172.1% | $44.46万 | 加仓 |
| KHC | KRAFT HEINZ CO | $70.11万 | 0.06% | 29,681 | 12,194 | 69.7% | $28.80万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $69.60万 | 0.06% | 2,377 | 436 | 22.5% | $12.77万 | 加仓 |
| LEN | LENNAR CORP | $69.36万 | 0.06% | 7,665 | 7,665 | — | $69.36万 | 新建仓 |
| CUZ | COUSINS PPTYS INC | $69.22万 | 0.06% | 23,090 | -8 | -0.0% | -$240 | 减仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $69.17万 | 0.06% | 6,959 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $69.15万 | 0.06% | 3,934 | -1,063 | -21.3% | -$18.68万 | 减仓 |
| ETN | EATON CORP PLC | $68.83万 | 0.06% | 1,615 | 959 | 146.2% | $40.87万 | 加仓 |
| APP | APPLOVIN CORP | $68.47万 | 0.06% | 1,329 | 332 | 33.3% | $17.11万 | 加仓 |