ADKINS SEALE CAPITAL MANAGEMENT LLC
SHREVEPORT LA · SEC CIK 0002147212
$1.01亿2026Q1 申报市值
227持仓数
42.3%前十大占比 · 第一大 12.3%
3 / 2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
VTV 加仓+$54.84万
MSFT 加仓+$33.94万
MLPX 加仓+$21.32万
IAU 加仓+$9.12万
GNTX 新建仓+$9.11万
2026Q1 卖出最多 按季末市值估算
AKRE 减仓-$22.62万
WY 减仓-$18.81万
JOE 减仓-$16.47万
HAL 减仓-$15.58万
EMR 减仓-$13.48万
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 |
|---|---|---|---|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO COM | $5.29万 | 0.05% | 175 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $5.30万 | 0.05% | 666 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC COM | $5.88万 | 0.06% | 1,411 | 0 | 0.0% | — | 不变 |
| BATRA | ATLANTA BRAVES HLDGS INC COM SER A | $5.96万 | 0.06% | 1,265 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC COM | $5.97万 | 0.06% | 1,102 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CTLS INTL PLC SHS | $6.18万 | 0.06% | 471 | 0 | 0.0% | — | 不变 |
| — | HOME FED BANCORP INC NEW | $6.30万 | 0.06% | 3,644 | 0 | 0.0% | — | 不变 |
| GHC | GRAHAM HLDGS CO COM CL B | $6.45万 | 0.06% | 61 | -16 | -20.8% | -$1.69万 | 减仓 |
| PFE | PFIZER INC COM | $7.05万 | 0.07% | 2,511 | -154 | -5.8% | -$4,324 | 减仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $7.07万 | 0.07% | 338 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $7.18万 | 0.07% | 353 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP COM | $7.19万 | 0.07% | 202 | 0 | 0.0% | — | 不变 |
| RRC | RANGE RES CORP COM | $7.45万 | 0.07% | 1,650 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $8.67万 | 0.09% | 558 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP COM | $9.11万 | 0.09% | 4,171 | 4,171 | — | $9.11万 | 新建仓 |
| GEV | GE VERNOVA INC COM | $9.25万 | 0.09% | 106 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP ADS | $9.27万 | 0.09% | 450 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC COM | $9.50万 | 0.09% | 2,201 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG ADR | $9.79万 | 0.10% | 641 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $9.79万 | 0.10% | 196 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO COM CL A | $9.92万 | 0.10% | 396 | 0 | 0.0% | — | 不变 |
| — | ESCALADE INC COM | $10.43万 | 0.10% | 6,073 | 0 | 0.0% | — | 不变 |
| SCHW | CHARLES SCHWAB CORP | $10.62万 | 0.10% | 1,130 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $10.75万 | 0.11% | 1,444 | -134 | -8.5% | -$9,976 | 减仓 |
| IVOO | VANGUARD S&P MID-CAP 400 ETF | $10.89万 | 0.11% | 953 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $11.06万 | 0.11% | 655 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION COM | $11.15万 | 0.11% | 4,900 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE | $11.38万 | 0.11% | 600 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $11.60万 | 0.11% | 1,231 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $11.61万 | 0.11% | 1,915 | -120 | -5.9% | -$7,278 | 减仓 |
| BAC | BANK OF AMER CORP COM | $11.70万 | 0.12% | 2,400 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $11.71万 | 0.12% | 1,668 | 75 | 4.7% | $5,263 | 加仓 |
| VHT | VANGUARD HEALTH CARE ETF | $12.04万 | 0.12% | 442 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $12.15万 | 0.12% | 428 | 0 | 0.0% | — | 不变 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $12.70万 | 0.13% | 500 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP COM | $12.75万 | 0.13% | 516 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $12.76万 | 0.13% | 388 | 0 | 0.0% | — | 不变 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $13.40万 | 0.13% | 1,635 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SERVICES INC | $13.58万 | 0.13% | 620 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $14.41万 | 0.14% | 7,467 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD | $14.81万 | 0.15% | 1,000 | 0 | 0.0% | — | 不变 |
| GSEW | GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF | $15.26万 | 0.15% | 1,803 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $17.53万 | 0.17% | 564 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $18.84万 | 0.19% | 1,300 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC COM | $20.27万 | 0.20% | 1,491 | -151 | -9.2% | -$2.05万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $21.09万 | 0.21% | 1,209 | 124 | 11.4% | $2.16万 | 加仓 |
| HAL | HALLIBURTON CO COM | $21.89万 | 0.22% | 5,615 | -3,995 | -41.6% | -$15.58万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $22.78万 | 0.22% | 842 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $22.88万 | 0.23% | 677 | -30 | -4.2% | -$1.01万 | 减仓 |
| LAD | LITHIA MTRS INC COM | $23.30万 | 0.23% | 933 | 337 | 56.5% | $8.42万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $23.56万 | 0.23% | 2,426 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD LARGE-CAP ETF | $23.91万 | 0.24% | 800 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $24.18万 | 0.24% | 400 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $24.19万 | 0.24% | 263 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL CORP HOLDING CO | $24.88万 | 0.25% | 130 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $25.01万 | 0.25% | 3,438 | -202 | -5.5% | -$1.47万 | 减仓 |
| VB | VANGUARD SMALL-CAP ETF | $25.14万 | 0.25% | 960 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES DJ US TECHNOLOGY | $26.40万 | 0.26% | 1,455 | 0 | 0.0% | — | 不变 |
| MGA | MAGNA INTL INC COM | $26.89万 | 0.27% | 4,818 | 0 | 0.0% | — | 不变 |
| MLPX | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | $27.37万 | 0.27% | 3,701 | 2,883 | 352.4% | $21.32万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $27.43万 | 0.27% | 459 | 14 | 3.1% | $8,366 | 加仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $28.25万 | 0.28% | 458 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC COM | $29.16万 | 0.29% | 942 | -45 | -4.6% | -$1.39万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $29.28万 | 0.29% | 2,236 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $31.35万 | 0.31% | 1,387 | -447 | -24.4% | -$10.10万 | 减仓 |
| RGR | STURM RUGER & CO INC COM | $31.45万 | 0.31% | 7,845 | -1,654 | -17.4% | -$6.63万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $32.14万 | 0.32% | 3,460 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L P | $33.55万 | 0.33% | 8,867 | 0 | 0.0% | — | 不变 |
| QQQ | POWERSHARES QQQ TR | $33.71万 | 0.33% | 584 | 90 | 18.2% | $5.19万 | 加仓 |
| V | VISA INC COM CL A | $33.85万 | 0.33% | 1,120 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $35.13万 | 0.35% | 614 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $36.29万 | 0.36% | 1,265 | 32 | 2.6% | $9,180 | 加仓 |
| DIA | SPDR DOW JONES INDUSTRIAL ETF | $36.36万 | 0.36% | 785 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH ETF | $40.10万 | 0.40% | 918 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $40.92万 | 0.40% | 2,246 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REIT INDEX ETF | $41.24万 | 0.41% | 4,649 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP COM | $42.03万 | 0.41% | 616 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $42.21万 | 0.42% | 3,509 | 0 | 0.0% | — | 不变 |
| IBM | INTL BUSINESS MACHINES | $42.35万 | 0.42% | 1,747 | -123 | -6.6% | -$2.98万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $43.59万 | 0.43% | 2,107 | -175 | -7.7% | -$3.62万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $46.03万 | 0.45% | 1,856 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO COM NEW | $47.02万 | 0.46% | 19,247 | -7,699 | -28.6% | -$18.81万 | 减仓 |
| CAT | CATERPILLAR INC COM | $49.45万 | 0.49% | 698 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $51.13万 | 0.50% | 11,587 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $53.27万 | 0.53% | 4,639 | 0 | 0.0% | — | 不变 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $54.15万 | 0.53% | 11,800 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORP | $54.50万 | 0.54% | 547 | 0 | 0.0% | — | 不变 |
| XLK | TECHNOLOGY SELECT SECTOR SPDR | $55.61万 | 0.55% | 4,184 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO COM | $55.95万 | 0.55% | 1,902 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $62.21万 | 0.61% | 1,768 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $71.31万 | 0.70% | 1,022 | 78 | 8.3% | $5.44万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $71.91万 | 0.71% | 5,448 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $78.46万 | 0.77% | 594 | -1 | -0.2% | -$1,321 | 减仓 |
| VTI | VANGUARD TOTAL STK MKT | $80.88万 | 0.80% | 2,521 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC | $82.27万 | 0.81% | 24,536 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $83.48万 | 0.82% | 3,440 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $85.46万 | 0.84% | 6,000 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB ETFS- US BROAD MARKET ETF | $85.84万 | 0.85% | 34,200 | 0 | 0.0% | — | 不变 |
| JOE | ST JOE COMPANY | $93.79万 | 0.93% | 14,934 | -2,622 | -14.9% | -$16.47万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $95.70万 | 0.94% | 3,914 | 0 | 0.0% | — | 不变 |