ADKINS SEALE CAPITAL MANAGEMENT LLC
SHREVEPORT LA · SEC CIK 0002147212
$1.12亿2026Q2 申报市值
236持仓数
41.9%前十大占比 · 第一大 11.6%
11 / 2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
VTV 加仓+$28.13万
IEMG 新建仓+$16.70万
HONA 新建仓+$15.32万
VGT 加仓+$13.45万
NVO 加仓+$13.03万
2026Q2 卖出最多 按季末市值估算
HON 减仓-$15.54万
SPY 减仓-$5.00万
UNIT 清仓-$4.35万
CAT 减仓-$4.05万
AMD 减仓-$4.01万
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 |
|---|---|---|---|---|---|---|---|---|
| KNSL | KINSALE CAP GROUP INC COM | $4.98万 | 0.04% | 151 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $5.44万 | 0.05% | 712 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $5.50万 | 0.05% | 666 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $5.92万 | 0.05% | 175 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC COM | $5.97万 | 0.05% | 1,102 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC COM | $6.02万 | 0.05% | 326 | -64 | -16.4% | -$1.18万 | 减仓 |
| PFE | PFIZER INC COM | $6.05万 | 0.05% | 2,511 | 0 | 0.0% | — | 不变 |
| RRC | RANGE RES CORP COM | $6.14万 | 0.05% | 1,650 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP COM | $6.33万 | 0.06% | 202 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US | $6.38万 | 0.06% | 762 | 762 | — | $6.38万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $6.82万 | 0.06% | 338 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CTLS INTL PLC SHS | $6.89万 | 0.06% | 471 | 0 | 0.0% | — | 不变 |
| GHC | GRAHAM HLDGS CO COM CL B | $6.96万 | 0.06% | 61 | 0 | 0.0% | — | 不变 |
| BATRA | ATLANTA BRAVES HLDGS INC COM SER A | $7.12万 | 0.06% | 1,265 | 0 | 0.0% | — | 不变 |
| PGEN | PRECIGEN INC COM | $7.12万 | 0.06% | 12,500 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $7.56万 | 0.07% | 558 | 0 | 0.0% | — | 不变 |
| — | HOME FED BANCORP INC NEW | $7.65万 | 0.07% | 3,644 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $8.80万 | 0.08% | 1,474 | 1,474 | — | $8.80万 | 新建仓 |
| SAP | SAP SE SPON ADR | $8.95万 | 0.08% | 581 | 581 | — | $8.95万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC COM | $9.69万 | 0.09% | 2,201 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG ADR | $10.05万 | 0.09% | 641 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $10.07万 | 0.09% | 196 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $10.39万 | 0.09% | 1,803 | -112 | -5.8% | -$6,453 | 减仓 |
| SCHW | CHARLES SCHWAB CORP | $10.43万 | 0.09% | 1,130 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP COM | $10.54万 | 0.09% | 4,171 | 0 | 0.0% | — | 不变 |
| — | ESCALADE INC COM | $11.41万 | 0.10% | 6,073 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $11.61万 | 0.10% | 1,444 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $12.09万 | 0.11% | 1,231 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD S&P MID-CAP 400 ETF | $12.43万 | 0.11% | 953 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $12.45万 | 0.11% | 106 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $12.46万 | 0.11% | 655 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION COM | $12.56万 | 0.11% | 4,900 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $12.59万 | 0.11% | 357 | -31 | -8.0% | -$1.09万 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $12.87万 | 0.11% | 1,698 | 30 | 1.8% | $2,274 | 加仓 |
| RSG | REPUBLIC SERVICES INC | $13.21万 | 0.12% | 620 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE ETF | $13.22万 | 0.12% | 442 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO COM CL A | $13.26万 | 0.12% | 396 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE | $13.27万 | 0.12% | 600 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP COM | $13.44万 | 0.12% | 516 | 0 | 0.0% | — | 不变 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $13.58万 | 0.12% | 1,635 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP COM | $13.68万 | 0.12% | 2,400 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S ADR | $13.86万 | 0.12% | 2,891 | 2,717 | 1,561.5% | $13.03万 | 加仓 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $14.19万 | 0.13% | 500 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $14.28万 | 0.13% | 7,467 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $15.25万 | 0.14% | 564 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC COM | $15.32万 | 0.14% | 693 | 693 | — | $15.32万 | 新建仓 |
| HON | HONEYWELL INTL INC | $15.52万 | 0.14% | 693 | -694 | -50.0% | -$15.54万 | 减仓 |
| TM | TOYOTA MOTOR CORP ADS | $15.70万 | 0.14% | 932 | 482 | 107.1% | $8.12万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD | $15.80万 | 0.14% | 1,000 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $16.00万 | 0.14% | 428 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $16.50万 | 0.15% | 284 | -69 | -19.5% | -$4.01万 | 减仓 |
| HAL | HALLIBURTON CO COM | $16.65万 | 0.15% | 4,904 | -711 | -12.7% | -$2.41万 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $16.70万 | 0.15% | 2,016 | 2,016 | — | $16.70万 | 新建仓 |
| GSEW | GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF | $17.02万 | 0.15% | 1,803 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $20.38万 | 0.18% | 400 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $21.25万 | 0.19% | 1,300 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $25.20万 | 0.22% | 2,426 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL CORP HOLDING CO | $25.39万 | 0.23% | 130 | 0 | 0.0% | — | 不变 |
| LAD | LITHIA MTRS INC COM | $26.99万 | 0.24% | 929 | -4 | -0.4% | -$1,162 | 减仓 |
| MLPX | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | $27.26万 | 0.24% | 3,701 | 0 | 0.0% | — | 不变 |
| RGR | STURM RUGER & CO INC COM | $27.39万 | 0.24% | 7,236 | -609 | -7.8% | -$2.31万 | 减仓 |
| VV | VANGUARD LARGE-CAP ETF | $27.51万 | 0.24% | 800 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $28.30万 | 0.25% | 2,236 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $28.64万 | 0.25% | 3,438 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $30.09万 | 0.27% | 630 | -47 | -6.9% | -$2.24万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $30.25万 | 0.27% | 1,512 | 303 | 25.1% | $6.06万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $30.37万 | 0.27% | 3,460 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL-CAP ETF | $31.01万 | 0.28% | 1,023 | 63 | 6.6% | $1.91万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $31.37万 | 0.28% | 616 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $31.55万 | 0.28% | 263 | 0 | 0.0% | — | 不变 |
| MGA | MAGNA INTL INC COM | $31.64万 | 0.28% | 4,818 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $31.87万 | 0.28% | 464 | 5 | 1.1% | $3,434 | 加仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $32.21万 | 0.29% | 458 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L P | $32.60万 | 0.29% | 8,867 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC COM | $33.02万 | 0.29% | 874 | -68 | -7.2% | -$2.57万 | 减仓 |
| META | META PLATFORMS INC CL A | $34.59万 | 0.31% | 614 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC COM | $35.00万 | 0.31% | 842 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES DJ US TECHNOLOGY | $36.70万 | 0.33% | 1,455 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $37.97万 | 0.34% | 2,246 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC COM | $38.08万 | 0.34% | 1,491 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $38.43万 | 0.34% | 1,120 | 0 | 0.0% | — | 不变 |
| DIA | SPDR DOW JONES INDUSTRIAL ETF | $41.01万 | 0.36% | 785 | 0 | 0.0% | — | 不变 |
| QQQ | POWERSHARES QQQ TR | $43.01万 | 0.38% | 584 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $44.70万 | 0.40% | 1,265 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REIT INDEX ETF | $44.83万 | 0.40% | 4,649 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO COM NEW | $44.87万 | 0.40% | 18,743 | -504 | -2.6% | -$1.21万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $44.87万 | 0.40% | 2,707 | 600 | 28.5% | $9.95万 | 加仓 |
| MRK | MERCK & CO INC | $45.09万 | 0.40% | 3,509 | 0 | 0.0% | — | 不变 |
| IBM | INTL BUSINESS MACHINES | $47.52万 | 0.42% | 1,690 | -57 | -3.3% | -$1.60万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $47.88万 | 0.43% | 5,558 | 50 | 0.9% | $4,307 | 加仓 |
| COST | COSTCO WHOLESALE CORP | $50.52万 | 0.45% | 540 | -7 | -1.3% | -$6,548 | 减仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $53.50万 | 0.48% | 11,800 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $55.76万 | 0.50% | 1,856 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $56.64万 | 0.50% | 5,448 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO COM | $62.26万 | 0.55% | 1,902 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $63.80万 | 0.57% | 4,639 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $64.02万 | 0.57% | 1,768 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $70.28万 | 0.63% | 660 | -38 | -5.4% | -$4.05万 | 减仓 |
| KMI | KINDER MORGAN INC | $76.93万 | 0.68% | 24,063 | -473 | -1.9% | -$1.51万 | 减仓 |
| XLK | TECHNOLOGY SELECT SECTOR SPDR | $79.71万 | 0.71% | 4,184 | 0 | 0.0% | — | 不变 |