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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $3.96亿 | 23.52% | 663,340 | -17,955 | -2.6% | -$1,072.90万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.39亿 | 8.25% | 796,604 | -17,297 | -2.1% | -$301.66万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $7,809.43万 | 4.63% | 2,032,648 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $6,775.04万 | 4.02% | 748,376 | 24,644 | 3.4% | $223.10万 | 加仓 |
| IEMG | ISHARES INC | $5,857.50万 | 3.48% | 839,785 | 269,556 | 47.3% | $1,880.15万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $4,556.15万 | 2.70% | 913,240 | -14,775 | -1.6% | -$73.71万 | 减仓 |
| AAPL | APPLE INC | $4,210.18万 | 2.50% | 165,892 | -2,896 | -1.7% | -$73.50万 | 减仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $3,600.75万 | 2.14% | 379,506 | 30,417 | 8.7% | $288.60万 | 加仓 |
| IJH | ISHARES TR | $2,460.89万 | 1.46% | 364,415 | -8,769 | -2.3% | -$59.22万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,404.50万 | 1.43% | 36,973 | -8,960 | -19.5% | -$582.70万 | 减仓 |
| IWR | ISHARES TR | $2,359.01万 | 1.40% | 242,622 | -15,963 | -6.2% | -$155.21万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,269.73万 | 1.35% | 61,316 | 1,039 | 1.7% | $38.46万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,203.51万 | 1.31% | 343,869 | -1,818 | -0.5% | -$11.65万 | 减仓 |
| AGG | ISHARES TR | $2,198.57万 | 1.30% | 221,474 | -39,328 | -15.1% | -$390.41万 | 减仓 |
| VV | VANGUARD INDEX FDS | $1,920.05万 | 1.14% | 64,248 | -146 | -0.2% | -$4.36万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,764.34万 | 1.05% | 59,979 | -1,914 | -3.1% | -$56.30万 | 减仓 |
| DE | DEERE & CO | $1,752.26万 | 1.04% | 31,107 | -1,933 | -5.9% | -$108.89万 | 减仓 |
| KLAC | KLA CORP | $1,624.51万 | 0.96% | 11,033 | -690 | -5.9% | -$101.60万 | 减仓 |
| ET | ENERGY TRANSFER L P | $1,515.86万 | 0.90% | 785,422 | 54,733 | 7.5% | $105.63万 | 加仓 |
| IWB | ISHARES TR | $1,466.75万 | 0.87% | 41,136 | -1,131 | -2.7% | -$40.33万 | 减仓 |
| META | META PLATFORMS INC | $1,451.23万 | 0.86% | 25,365 | 1,565 | 6.6% | $89.54万 | 加仓 |
| GOOGL | ALPHABET INC | $1,443.52万 | 0.86% | 50,199 | 22,289 | 79.9% | $640.94万 | 加仓 |
| AMZN | AMAZON COM INC | $1,380.73万 | 0.82% | 66,295 | -247 | -0.4% | -$5.14万 | 减仓 |
| — | EXXON MOBIL CORP | $1,375.55万 | 0.82% | 81,077 | 3,084 | 4.0% | $52.32万 | 加仓 |
| CAT | CATERPILLAR INC | $1,350.04万 | 0.80% | 19,056 | -4,682 | -19.7% | -$331.70万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1,329.67万 | 0.79% | 62,233 | -47,595 | -43.3% | -$1,016.91万 | 减仓 |
| IVE | ISHARES TR | $1,318.06万 | 0.78% | 62,423 | 58,558 | 1,515.1% | $1,236.45万 | 加仓 |
| LLY | ELI LILLY & CO | $1,232.68万 | 0.73% | 13,402 | -131 | -1.0% | -$12.05万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,211.27万 | 0.72% | 42,178 | 5,757 | 15.8% | $165.33万 | 加仓 |
| MGK | VANGUARD WORLD FD | $1,210.38万 | 0.72% | 32,941 | -162 | -0.5% | -$5.95万 | 减仓 |
| MS | MORGAN STANLEY | $1,167.57万 | 0.69% | 70,947 | -3,150 | -4.3% | -$51.84万 | 减仓 |
| APH | AMPHENOL CORP | $1,166.22万 | 0.69% | 92,301 | -6,913 | -7.0% | -$87.35万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,053.93万 | 0.63% | 21,093 | -112 | -0.5% | -$5.60万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,030.61万 | 0.61% | 10,343 | -585 | -5.4% | -$58.29万 | 减仓 |
| TJX | TJX COS INC NEW | $1,012.00万 | 0.60% | 63,369 | -2,917 | -4.4% | -$46.58万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $853.40万 | 0.51% | 91,882 | -11,340 | -11.0% | -$105.33万 | 减仓 |
| GOOG | ALPHABET INC | $812.74万 | 0.48% | 28,332 | 3,634 | 14.7% | $104.25万 | 加仓 |
| HD | HOME DEPOT INC | $808.28万 | 0.48% | 24,576 | -427 | -1.7% | -$14.04万 | 减仓 |
| COP | CONOCOPHILLIPS | $795.68万 | 0.47% | 60,279 | 39,355 | 188.1% | $519.49万 | 加仓 |
| INTU | INTUIT | $777.46万 | 0.46% | 17,981 | 4,183 | 30.3% | $180.86万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $749.72万 | 0.44% | 17,990 | -623 | -3.3% | -$25.96万 | 减仓 |
| IJR | ISHARES TR | $684.61万 | 0.41% | 55,073 | -55,377 | -50.1% | -$688.39万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $630.11万 | 0.37% | 23,287 | 7,240 | 45.1% | $195.90万 | 加仓 |
| MSCI | MSCI INC | $617.54万 | 0.37% | 11,457 | -423 | -3.6% | -$22.80万 | 减仓 |
| EBAY | EBAY INC. | $617.36万 | 0.37% | 67,827 | 67,827 | — | $617.36万 | 新建仓 |
| MGV | VANGUARD WORLD FD | $591.79万 | 0.35% | 40,827 | -310 | -0.8% | -$4.49万 | 减仓 |
| ITOT | ISHARES TR | $571.06万 | 0.34% | 40,094 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $570.41万 | 0.34% | 30,085 | -910 | -2.9% | -$17.25万 | 减仓 |
| CVX | CHEVRON CORPORATION | $560.89万 | 0.33% | 27,109 | 206 | 0.8% | $4.26万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $556.12万 | 0.33% | 48,646 | -1,417 | -2.8% | -$16.20万 | 减仓 |
| AVGO | BROADCOM INC | $542.60万 | 0.32% | 17,531 | 1,975 | 12.7% | $61.13万 | 加仓 |
| HPK | HIGHPEAK ENERGY INC | $535.57万 | 0.32% | 776,190 | 300,000 | 63.0% | $207.00万 | 加仓 |
| ZTS | ZOETIS INC | $525.85万 | 0.31% | 44,484 | 34,510 | 346.0% | $407.94万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $503.00万 | 0.30% | 24,726 | 325 | 1.3% | $6.61万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $446.89万 | 0.27% | 247,997 | 6,907 | 2.9% | $12.45万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $446.13万 | 0.26% | 18,251 | -143 | -0.8% | -$3.50万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $419.65万 | 0.25% | 379,426 | 36,559 | 10.7% | $40.43万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $416.02万 | 0.25% | 27,500 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $407.12万 | 0.24% | 41,915 | -68 | -0.2% | -$6,605 | 减仓 |
| BAC | BANK AMERICA CORP | $396.00万 | 0.24% | 81,231 | -950 | -1.2% | -$4.63万 | 减仓 |
| V | VISA INC | $390.04万 | 0.23% | 12,905 | 1,753 | 15.7% | $52.98万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $386.04万 | 0.23% | 8,056 | 1,986 | 32.7% | $95.17万 | 加仓 |
| GEL | GENESIS ENERGY L P | $356.60万 | 0.21% | 200,000 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $352.39万 | 0.21% | 24,090 | 1,002 | 4.3% | $14.66万 | 加仓 |
| DGRO | ISHARES TR | $351.34万 | 0.21% | 50,063 | -535 | -1.1% | -$3.75万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $329.97万 | 0.20% | 191,620 | -8,487 | -4.2% | -$14.61万 | 减仓 |
| TSLA | TESLA INC | $325.02万 | 0.19% | 8,743 | 1,103 | 14.4% | $41.00万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $319.62万 | 0.19% | 44,934 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $315.47万 | 0.19% | 14,669 | -65 | -0.4% | -$1.40万 | 减仓 |
| QQQ | INVESCO QQQ TR | $308.44万 | 0.18% | 5,344 | -70 | -1.3% | -$4.04万 | 减仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $306.49万 | 0.18% | 166,754 | 13,740 | 9.0% | $25.25万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $305.38万 | 0.18% | 91,051 | 61 | 0.1% | $2,046 | 加仓 |
| — | STELLAR BANCORP INC | $300.97万 | 0.18% | 82,209 | 43,629 | 113.1% | $159.73万 | 加仓 |
| INTC | INTEL CORP | $299.46万 | 0.18% | 67,858 | 314 | 0.5% | $1.39万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $276.10万 | 0.16% | 89,992 | 0 | 0.0% | — | 不变 |
| NBHC | NATIONAL BK HLDGS CORP | $275.98万 | 0.16% | 70,475 | 70,475 | — | $275.98万 | 新建仓 |
| ADBE | ADOBE INC | $274.46万 | 0.16% | 11,291 | 242 | 2.2% | $5.88万 | 加仓 |
| HDV | ISHARES TR | $274.30万 | 0.16% | 20,211 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $273.10万 | 0.16% | 24,145 | -69,158 | -74.1% | -$782.25万 | 减仓 |
| QDEF | FLEXSHARES TR | $271.87万 | 0.16% | 34,061 | -1,385 | -3.9% | -$11.06万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $268.77万 | 0.16% | 53,539 | -6,685 | -11.1% | -$33.56万 | 减仓 |
| C | CITIGROUP INC | $242.39万 | 0.14% | 21,373 | -1 | -0.0% | -$113 | 减仓 |
| ABBV | ABBVIE INC | $242.09万 | 0.14% | 11,131 | -1,065 | -8.7% | -$23.16万 | 减仓 |
| IVV | ISHARES TR | $241.30万 | 0.14% | 3,694 | 4 | 0.1% | $2,613 | 加仓 |
| IWM | ISHARES TR | $239.64万 | 0.14% | 9,663 | 3,643 | 60.5% | $90.35万 | 加仓 |
| IWF | ISHARES TR | $239.47万 | 0.14% | 5,616 | -36 | -0.6% | -$1.54万 | 减仓 |
| TXN | TEXAS INSTRS INC | $225.11万 | 0.13% | 11,595 | 2,198 | 23.4% | $42.67万 | 加仓 |
| RTX | RTX CORPORATION | $222.61万 | 0.13% | 11,540 | 4,191 | 57.0% | $80.84万 | 重新持有 |
| MRK | MERCK & CO INC | $218.86万 | 0.13% | 18,194 | 439 | 2.5% | $5.28万 | 加仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $218.61万 | 0.13% | 159,923 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $214.33万 | 0.13% | 14,839 | -3,441 | -18.8% | -$49.70万 | 减仓 |
| MUB | ISHARES TR | $207.44万 | 0.12% | 19,542 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST III | $202.54万 | 0.12% | 106,322 | 3,753 | 3.7% | $7.15万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $200.78万 | 0.12% | 5,941 | 1,128 | 23.4% | $38.12万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $197.89万 | 0.12% | 10,311 | -179 | -1.7% | -$3.44万 | 减仓 |
| CSCO | CISCO SYS INC | $192.83万 | 0.11% | 24,853 | -2,342 | -8.6% | -$18.17万 | 减仓 |
| CB | CHUBB LTD SWITZ | $187.74万 | 0.11% | 5,760 | 1,684 | 41.3% | $54.89万 | 加仓 |
| PEP | PEPSICO INC | $176.22万 | 0.10% | 11,348 | -798 | -6.6% | -$12.39万 | 减仓 |
| MCD | MCDONALDS CORP | $169.69万 | 0.10% | 5,460 | -1,005 | -15.5% | -$31.23万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $164.00万 | 0.10% | 5,422 | -276 | -4.8% | -$8.35万 | 减仓 |