Texas Capital Bank Wealth Management Services Inc
Dallas TX · SEC CIK 0001802655
$16.85亿2026Q1 申报市值
346持仓数
54.1%前十大占比 · 第一大 23.5%
33 / 26新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IEMG 加仓+$1,880.15万
IVE 加仓+$1,236.45万
GOOGL 加仓+$640.94万
EBAY 新建仓+$617.36万
COP 加仓+$519.49万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$1,072.90万
LRCX 减仓-$1,016.91万
IVW 减仓-$782.25万
IJR 减仓-$688.39万
ORCL 减仓-$668.14万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | SURO CAPITAL CORP | $29.99万 | 0.02% | 28,000 | 28,000 | — | $29.99万 | 新建仓 |
| PHM | PULTE GROUP INC | $30.32万 | 0.02% | 2,578 | -25 | -1.0% | -$2,940 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $30.49万 | 0.02% | 2,106 | 48 | 2.3% | $6,950 | 加仓 |
| AMP | AMERIPRISE FINL INC | $30.71万 | 0.02% | 691 | -15 | -2.1% | -$6,666 | 减仓 |
| EVRG | EVERGY INC | $31.04万 | 0.02% | 3,789 | 6 | 0.2% | $492 | 加仓 |
| TTE | TOTALENERGIES SE | $31.26万 | 0.02% | 3,354 | 3,354 | — | $31.26万 | 新建仓 |
| BNS | BANK NOVA SCOTIA B C | $31.38万 | 0.02% | 4,528 | 4,528 | — | $31.38万 | 新建仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $31.44万 | 0.02% | 6,615 | -540 | -7.5% | -$2.57万 | 减仓 |
| ICLR | ICON PLC | $31.54万 | 0.02% | 2,850 | 2,850 | — | $31.54万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $31.64万 | 0.02% | 3,712 | 396 | 11.9% | $3.38万 | 加仓 |
| SDY | SPDR SERIES TRUST | $31.73万 | 0.02% | 2,174 | -8 | -0.4% | -$1,168 | 减仓 |
| — | OPEN LENDING CORP | $31.90万 | 0.02% | 255,168 | 79,395 | 45.2% | $9.92万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $31.93万 | 0.02% | 6,413 | -6,323 | -49.6% | -$31.48万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $31.98万 | 0.02% | 3,315 | 1,285 | 63.3% | $12.40万 | 加仓 |
| CI | THE CIGNA GROUP | $32.12万 | 0.02% | 1,204 | -288 | -19.3% | -$7.68万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $32.80万 | 0.02% | 283 | 94 | 49.7% | $10.89万 | 加仓 |
| HPQ | HP INC | $32.95万 | 0.02% | 17,154 | -489 | -2.8% | -$9,394 | 减仓 |
| — | AVALONBAY CMNTYS INC | $32.98万 | 0.02% | 2,019 | 8 | 0.4% | $1,307 | 加仓 |
| AZN | ASTRAZENECA PLC | $33.02万 | 0.02% | 1,705 | 1,705 | — | $33.02万 | 新建仓 |
| EQIX | EQUINIX INC | $33.03万 | 0.02% | 337 | 337 | — | $33.03万 | 新建仓 |
| KKR | KKR & CO INC | $33.34万 | 0.02% | 3,604 | 515 | 16.7% | $4.76万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $33.64万 | 0.02% | 2,916 | -329 | -10.1% | -$3.80万 | 减仓 |
| NVS | NOVARTIS AG | $33.68万 | 0.02% | 2,205 | 2,205 | — | $33.68万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $33.70万 | 0.02% | 557 | -113 | -16.9% | -$6.84万 | 减仓 |
| SNA | SNAP ON INC | $33.78万 | 0.02% | 930 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $35.30万 | 0.02% | 2,755 | -245 | -8.2% | -$3.14万 | 减仓 |
| ORI | OLD REP INTL CORP | $35.30万 | 0.02% | 8,848 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $35.43万 | 0.02% | 1,361 | 118 | 9.5% | $3.07万 | 加仓 |
| — | REIN THERAPEUTICS INC | $35.57万 | 0.02% | 273,625 | 11,500 | 4.4% | $1.49万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $35.99万 | 0.02% | 777 | 777 | — | $35.99万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $36.18万 | 0.02% | 12,419 | 0 | 0.0% | — | 不变 |
| CIFR | CIPHER DIGITAL INC | $36.22万 | 0.02% | 28,140 | -3,100 | -9.9% | -$3.99万 | 减仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $36.62万 | 0.02% | 6,936 | 6,936 | — | $36.62万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $36.71万 | 0.02% | 2,127 | 213 | 11.1% | $3.68万 | 加仓 |
| PLD | PROLOGIS INC. | $37.00万 | 0.02% | 2,799 | -33 | -1.2% | -$4,362 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $37.05万 | 0.02% | 543 | 4 | 0.7% | $2,729 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $37.50万 | 0.02% | 3,990 | 3,990 | — | $37.50万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $37.81万 | 0.02% | 4,903 | 580 | 13.4% | $4.47万 | 加仓 |
| GLW | CORNING INC | $38.70万 | 0.02% | 2,846 | 56 | 2.0% | $7,614 | 加仓 |
| DOV | DOVER CORP | $39.58万 | 0.02% | 1,899 | 24 | 1.3% | $5,003 | 加仓 |
| IRD | OPUS GENETICS INC | $40.27万 | 0.02% | 88,500 | 10,500 | 13.5% | $4.78万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $40.43万 | 0.02% | 1,455 | 25 | 1.7% | $6,947 | 加仓 |
| ENTG | ENTEGRIS INC | $40.44万 | 0.02% | 3,449 | 3,449 | — | $40.44万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $40.59万 | 0.02% | 8,067 | -32 | -0.4% | -$1,610 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $40.71万 | 0.02% | 1,270 | -269 | -17.5% | -$8.62万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $41.15万 | 0.02% | 1,199 | -425 | -26.2% | -$14.59万 | 减仓 |
| NEU | NEWMARKET CORP | $41.85万 | 0.02% | 653 | 653 | — | $41.85万 | 新建仓 |
| UL | UNILEVER PLC | $42.48万 | 0.03% | 7,456 | 3,625 | 94.6% | $20.65万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $43.34万 | 0.03% | 1,791 | 6 | 0.3% | $1,452 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $43.68万 | 0.03% | 1,217 | -7 | -0.6% | -$2,512 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $43.68万 | 0.03% | 3,682 | 128 | 3.6% | $1.52万 | 加仓 |
| CTVA | CORTEVA INC | $44.04万 | 0.03% | 5,261 | 16 | 0.3% | $1,339 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $44.19万 | 0.03% | 35,841 | 0 | 0.0% | — | 不变 |
| SCHY | SCHWAB STRATEGIC TR | $44.30万 | 0.03% | 13,992 | 200 | 1.5% | $6,332 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $44.88万 | 0.03% | 2,460 | 359 | 17.1% | $6.55万 | 加仓 |
| HYD | VANECK ETF TRUST | $45.13万 | 0.03% | 9,000 | 9,000 | — | $45.13万 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $45.22万 | 0.03% | 2,314 | 2,314 | — | $45.22万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $45.48万 | 0.03% | 1,048 | 147 | 16.3% | $6.38万 | 加仓 |
| SO | SOUTHERN CO | $45.57万 | 0.03% | 4,721 | -634 | -11.8% | -$6.12万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $46.03万 | 0.03% | 1,899 | 151 | 8.6% | $3.66万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $46.42万 | 0.03% | 6,453 | 2,321 | 56.2% | $16.69万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $47.61万 | 0.03% | 7,369 | -14 | -0.2% | -$905 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $47.69万 | 0.03% | 2,202 | -19 | -0.9% | -$4,115 | 减仓 |
| FDX | FEDEX CORP | $48.37万 | 0.03% | 1,358 | 1,358 | — | $48.37万 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $48.85万 | 0.03% | 4,553 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED | $49.06万 | 0.03% | 14,312 | -3,345 | -18.9% | -$11.47万 | 减仓 |
| GRMN | GARMIN LTD | $49.51万 | 0.03% | 2,134 | 128 | 6.4% | $2.97万 | 加仓 |
| USB | US BANCORP | $49.90万 | 0.03% | 9,594 | -385 | -3.9% | -$2.00万 | 减仓 |
| ETHB | ISHARES STAKED ETHEREUM TR E | $49.92万 | 0.03% | 18,510 | 18,510 | — | $49.92万 | 新建仓 |
| BX | BLACKSTONE INC | $50.81万 | 0.03% | 4,419 | -124 | -2.7% | -$1.43万 | 减仓 |
| IJK | ISHARES TR | $51.52万 | 0.03% | 5,120 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $52.60万 | 0.03% | 2,643 | -130 | -4.7% | -$2.59万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $53.03万 | 0.03% | 1,818 | 3 | 0.2% | $875 | 重新持有 |
| TPC | TUTOR PERINI CORP | $53.52万 | 0.03% | 6,933 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $53.58万 | 0.03% | 10,804 | 4,000 | 58.8% | $19.84万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $53.60万 | 0.03% | 4,089 | -652 | -13.8% | -$8.55万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $54.35万 | 0.03% | 2,741 | -818 | -23.0% | -$16.22万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $54.96万 | 0.03% | 8,314 | 1,305 | 18.6% | $8.63万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $55.97万 | 0.03% | 926 | 479 | 107.2% | $28.95万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $58.05万 | 0.03% | 6,274 | 6,274 | — | $58.05万 | 新建仓 |
| ECL | ECOLAB INC | $58.50万 | 0.03% | 2,199 | -1,424 | -39.3% | -$37.88万 | 减仓 |
| QCOM | QUALCOMM INC | $59.61万 | 0.04% | 4,629 | -673 | -12.7% | -$8.67万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $60.23万 | 0.04% | 6,525 | 4,167 | 176.7% | $38.47万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $61.26万 | 0.04% | 14,030 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $62.82万 | 0.04% | 1,820 | -856 | -32.0% | -$29.54万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $63.91万 | 0.04% | 1,318 | 48 | 3.8% | $2.33万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $64.29万 | 0.04% | 1,903 | 1,903 | — | $64.29万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $64.82万 | 0.04% | 3,101 | 3,101 | — | $64.82万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $65.16万 | 0.04% | 2,975 | 1,564 | 110.8% | $34.25万 | 重新持有 |
| ASML | ASML HLDG NV | $65.25万 | 0.04% | 494 | 265 | 115.7% | $35.00万 | 加仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $65.60万 | 0.04% | 50,000 | -50,000 | -50.0% | -$65.60万 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC | $66.07万 | 0.04% | 44,372 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $66.08万 | 0.04% | 757 | 7 | 0.9% | $6,110 | 加仓 |
| ETN | EATON CORP PLC | $66.71万 | 0.04% | 1,865 | 183 | 10.9% | $6.55万 | 加仓 |
| CRM | SALESFORCE INC | $66.90万 | 0.04% | 3,584 | 304 | 9.3% | $5.67万 | 加仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $66.92万 | 0.04% | 59,217 | -102,879 | -63.5% | -$116.25万 | 减仓 |
| PFE | PFIZER INC | $66.96万 | 0.04% | 23,846 | -2,278 | -8.7% | -$6.40万 | 减仓 |
| WMB | WILLIAMS COS INC | $67.97万 | 0.04% | 9,339 | 52 | 0.6% | $3,785 | 加仓 |
| MO | ALTRIA GROUP INC | $69.08万 | 0.04% | 10,469 | 5,769 | 122.7% | $38.07万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $69.97万 | 0.04% | 2,438 | 2,438 | — | $69.97万 | 新建仓 |