Texas Capital Bank Wealth Management Services Inc
Dallas TX · SEC CIK 0001802655
$18.68亿2026Q2 申报市值
349持仓数
53.5%前十大占比 · 第一大 23.6%
28 / 30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
IEFA 加仓+$1,845.67万
FRMI 新建仓+$1,333.40万
IEMG 加仓+$663.16万
ISTR 新建仓+$505.66万
ZTS 加仓+$399.27万
2026Q2 卖出最多 按季末市值估算
VOO 减仓-$1,542.09万
KLAC 减仓-$1,244.70万
NVDA 减仓-$1,135.29万
AMD 减仓-$1,113.60万
TCBI 减仓-$957.47万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $4.40亿 | 23.56% | 640,887 | -22,453 | -3.4% | -$1,542.09万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.48亿 | 7.92% | 739,865 | -56,739 | -7.1% | -$1,135.29万 | 减仓 |
| IEFA | ISHARES TR | $9,073.49万 | 4.86% | 939,479 | 191,103 | 25.5% | $1,845.67万 | 加仓 |
| IEMG | ISHARES INC | $7,619.94万 | 4.08% | 919,838 | 80,053 | 9.5% | $663.16万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $6,729.94万 | 3.60% | 2,021,610 | -11,038 | -0.5% | -$36.75万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $4,712.80万 | 2.52% | 931,751 | 18,511 | 2.0% | $93.63万 | 加仓 |
| AAPL | APPLE INC | $4,624.47万 | 2.48% | 159,817 | -6,075 | -3.7% | -$175.79万 | 减仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $2,961.31万 | 1.59% | 286,782 | -92,724 | -24.4% | -$957.47万 | 减仓 |
| IJH | ISHARES TR | $2,910.51万 | 1.56% | 377,450 | 13,035 | 3.6% | $100.51万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,547.24万 | 1.36% | 34,110 | -2,863 | -7.7% | -$213.80万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,499.55万 | 1.34% | 350,814 | 6,945 | 2.0% | $49.48万 | 加仓 |
| IWR | ISHARES TR | $2,465.24万 | 1.32% | 223,463 | -19,159 | -7.9% | -$211.36万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,350.27万 | 1.26% | 63,007 | 1,691 | 2.8% | $63.08万 | 加仓 |
| AGG | ISHARES TR | $2,304.98万 | 1.23% | 232,873 | 11,399 | 5.1% | $112.83万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2,235.42万 | 1.20% | 51,587 | -10,646 | -17.1% | -$461.32万 | 减仓 |
| VV | VANGUARD INDEX FDS | $2,199.41万 | 1.18% | 63,953 | -295 | -0.5% | -$10.15万 | 减仓 |
| KLAC | KLA CORP | $2,084.06万 | 1.12% | 69,075 | -41,255 | -37.4% | -$1,244.70万 | 减仓 |
| DE | DEERE & CO | $2,054.91万 | 1.10% | 32,395 | 1,288 | 4.1% | $81.70万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,967.84万 | 1.05% | 60,118 | 139 | 0.2% | $4.55万 | 加仓 |
| GOOGL | ALPHABET INC | $1,871.10万 | 1.00% | 52,357 | 2,158 | 4.3% | $77.12万 | 加仓 |
| CAT | CATERPILLAR INC | $1,681.26万 | 0.90% | 15,788 | -3,268 | -17.1% | -$348.01万 | 减仓 |
| IWB | ISHARES TR | $1,633.29万 | 0.87% | 39,885 | -1,251 | -3.0% | -$51.23万 | 减仓 |
| LLY | ELI LILLY & CO | $1,523.40万 | 0.82% | 12,701 | -701 | -5.2% | -$84.08万 | 减仓 |
| IVE | ISHARES TR | $1,509.56万 | 0.81% | 66,483 | 4,060 | 6.5% | $92.19万 | 加仓 |
| ET | ENERGY TRANSFER L P | $1,501.73万 | 0.80% | 785,422 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $1,401.80万 | 0.75% | 159,458 | -5,247 | -3.2% | -$46.13万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,356.03万 | 0.73% | 168,304 | -408 | -0.2% | -$3.29万 | 减仓 |
| FRMI | FERMI INC | $1,333.40万 | 0.71% | 1,455,677 | 1,455,677 | — | $1,333.40万 | 新建仓 |
| MS | MORGAN STANLEY | $1,316.18万 | 0.70% | 62,963 | -7,984 | -11.3% | -$166.90万 | 减仓 |
| META | META PLATFORMS INC | $1,265.15万 | 0.68% | 22,460 | -2,905 | -11.5% | -$163.64万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,237.78万 | 0.66% | 24,100 | 3,007 | 14.3% | $154.44万 | 加仓 |
| APH | AMPHENOL CORP | $1,202.98万 | 0.64% | 68,227 | -24,074 | -26.1% | -$424.47万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,131.92万 | 0.61% | 12,100 | 1,757 | 17.0% | $164.36万 | 加仓 |
| — | EXXON MOBIL CORP | $1,090.67万 | 0.58% | 79,774 | -1,303 | -1.6% | -$17.81万 | 减仓 |
| AMZN | AMAZON COM INC | $1,085.59万 | 0.58% | 45,548 | -20,747 | -31.3% | -$494.48万 | 减仓 |
| HD | HOME DEPOT INC | $1,055.64万 | 0.57% | 29,932 | 5,356 | 21.8% | $188.90万 | 加仓 |
| TJX | TJX COS INC NEW | $1,031.12万 | 0.55% | 68,061 | 4,692 | 7.4% | $71.08万 | 加仓 |
| GOOG | ALPHABET INC | $956.24万 | 0.51% | 27,064 | -1,268 | -4.5% | -$44.80万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $942.04万 | 0.50% | 19,180 | 1,190 | 6.6% | $58.45万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $925.10万 | 0.50% | 22,258 | -1,029 | -4.4% | -$42.77万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $903.56万 | 0.48% | 102,946 | 11,064 | 12.0% | $97.11万 | 加仓 |
| COP | CONOCOPHILLIPS | $846.55万 | 0.45% | 81,430 | 21,151 | 35.1% | $219.89万 | 加仓 |
| MSCI | MSCI INC | $811.83万 | 0.43% | 14,496 | 3,039 | 26.5% | $170.20万 | 加仓 |
| EBAY | EBAY INC. | $810.00万 | 0.43% | 72,483 | 4,656 | 6.9% | $52.03万 | 加仓 |
| INTC | INTEL CORP | $808.70万 | 0.43% | 57,917 | -9,941 | -14.6% | -$138.81万 | 减仓 |
| DHR | DANAHER CORP DEL | $796.53万 | 0.43% | 41,817 | 11,732 | 39.0% | $223.47万 | 加仓 |
| INTU | INTUIT | $795.29万 | 0.43% | 30,471 | 12,490 | 69.5% | $325.99万 | 加仓 |
| ZTS | ZOETIS INC | $718.93万 | 0.38% | 100,046 | 55,562 | 124.9% | $399.27万 | 加仓 |
| IJR | ISHARES TR | $700.86万 | 0.38% | 47,256 | -7,817 | -14.2% | -$115.93万 | 减仓 |
| ITOT | ISHARES TR | $651.03万 | 0.35% | 39,632 | -462 | -1.2% | -$7.59万 | 减仓 |
| MGV | VANGUARD WORLD FD | $641.48万 | 0.34% | 39,246 | -1,581 | -3.9% | -$25.84万 | 减仓 |
| AVGO | BROADCOM INC | $638.59万 | 0.34% | 16,905 | -626 | -3.6% | -$23.65万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $626.73万 | 0.34% | 48,062 | -584 | -1.2% | -$7.62万 | 减仓 |
| HPK | HIGHPEAK ENERGY INC | $542.56万 | 0.29% | 776,190 | 0 | 0.0% | — | 不变 |
| ISTR | INVESTAR HOLDING CORP | $505.66万 | 0.27% | 168,779 | 168,779 | — | $505.66万 | 新建仓 |
| EFA | ISHARES TR | $470.16万 | 0.25% | 45,260 | 3,345 | 8.0% | $34.75万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $463.34万 | 0.25% | 250,049 | 2,052 | 0.8% | $3.80万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $447.83万 | 0.24% | 17,633 | -618 | -3.4% | -$15.70万 | 减仓 |
| CVX | CHEVRON CORPORATION | $439.91万 | 0.24% | 26,539 | -570 | -2.1% | -$9.45万 | 减仓 |
| QQQ | INVESCO QQQ TR | $420.85万 | 0.23% | 5,715 | 371 | 6.9% | $27.32万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $414.87万 | 0.22% | 8,291 | 235 | 2.9% | $11.76万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $405.79万 | 0.22% | 373,316 | -6,110 | -1.6% | -$6.64万 | 减仓 |
| V | VISA INC | $403.95万 | 0.22% | 11,774 | -1,131 | -8.8% | -$38.80万 | 减仓 |
| TSLA | TESLA INC | $390.82万 | 0.21% | 9,292 | 549 | 6.3% | $23.09万 | 加仓 |
| DGRO | ISHARES TR | $377.34万 | 0.20% | 49,788 | -275 | -0.5% | -$2.08万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $369.99万 | 0.20% | 44,934 | 0 | 0.0% | — | 不变 |
| — | STELLAR BANCORP INC | $351.00万 | 0.19% | 89,267 | 7,058 | 8.6% | $27.75万 | 加仓 |
| TXN | TEXAS INSTRS INC | $343.35万 | 0.18% | 11,519 | -76 | -0.7% | -$2.27万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $336.33万 | 0.18% | 14,214 | -455 | -3.1% | -$10.77万 | 减仓 |
| IVW | ISHARES TR | $329.08万 | 0.18% | 23,928 | -217 | -0.9% | -$2.98万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $328.49万 | 0.18% | 98,174 | 7,123 | 7.8% | $23.83万 | 加仓 |
| IWM | ISHARES TR | $326.77万 | 0.17% | 10,876 | 1,213 | 12.6% | $36.44万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $322.75万 | 0.17% | 5,556 | -19,170 | -77.5% | -$1,113.60万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $317.38万 | 0.17% | 193,760 | 2,140 | 1.1% | $3.51万 | 加仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $301.68万 | 0.16% | 175,700 | 8,946 | 5.4% | $15.36万 | 加仓 |
| CSCO | CISCO SYS INC | $293.19万 | 0.16% | 24,961 | 108 | 0.4% | $1.27万 | 加仓 |
| GEL | GENESIS ENERGY L P | $283.40万 | 0.15% | 200,000 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $283.25万 | 0.15% | 11,256 | 125 | 1.1% | $3.15万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $281.56万 | 0.15% | 88,792 | -1,200 | -1.3% | -$3.81万 | 减仓 |
| IWF | ISHARES TR | $280.49万 | 0.15% | 22,589 | 125 | 0.6% | $1.55万 | 加仓 |
| C | CITIGROUP INC | $278.32万 | 0.15% | 19,886 | -1,487 | -7.0% | -$20.81万 | 减仓 |
| HDV | ISHARES TR | $276.61万 | 0.15% | 100,915 | -140 | -0.1% | -$3,837 | 减仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $273.37万 | 0.15% | 183,717 | 23,794 | 14.9% | $35.41万 | 加仓 |
| QDEF | FLEXSHARES TR | $273.36万 | 0.15% | 31,413 | -2,648 | -7.8% | -$23.04万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $272.17万 | 0.15% | 5,699 | -242 | -4.1% | -$11.56万 | 减仓 |
| IVV | ISHARES TR | $267.88万 | 0.14% | 3,577 | -117 | -3.2% | -$8.76万 | 减仓 |
| BAC | BANK OF AMER CORP | $257.56万 | 0.14% | 45,201 | -36,030 | -44.4% | -$205.30万 | 减仓 |
| EMXC | ISHARES INC | $253.85万 | 0.14% | 24,814 | 13,713 | 123.5% | $140.28万 | 加仓 |
| — | TIDAL TRUST III | $246.84万 | 0.13% | 116,985 | 10,663 | 10.0% | $22.50万 | 加仓 |
| MRK | MERCK & CO INC | $244.83万 | 0.13% | 19,053 | 859 | 4.7% | $11.04万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $231.11万 | 0.12% | 6,777 | 205 | 3.1% | $6.99万 | 加仓 |
| ADBE | ADOBE INC | $230.98万 | 0.12% | 11,266 | -25 | -0.2% | -$5,125 | 减仓 |
| DGXX | DIGI PWR X INC | $228.87万 | 0.12% | 419,951 | -85,050 | -16.8% | -$46.35万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $228.14万 | 0.12% | 53,884 | 345 | 0.6% | $1.46万 | 加仓 |
| RTX | RTX CORPORATION | $222.12万 | 0.12% | 11,707 | 167 | 1.4% | $3.17万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $219.39万 | 0.12% | 10,311 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $218.05万 | 0.12% | 1,889 | -14 | -0.7% | -$1.62万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $213.60万 | 0.11% | 14,566 | -273 | -1.8% | -$4.00万 | 减仓 |
| MUB | ISHARES TR | $210.31万 | 0.11% | 19,542 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $201.56万 | 0.11% | 34,633 | 34,633 | — | $201.56万 | 新建仓 |