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 |
|---|---|---|---|---|---|---|---|---|
| SCI | SERVICE CORP INTL COM | $95.85万 | 0.95% | 11,617 | 0 | 0.0% | — | 不变 |
| RSP | GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT | $96.73万 | 0.95% | 5,040 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $101.99万 | 1.01% | 13,411 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC COM | $102.25万 | 1.01% | 5,608 | -669 | -10.7% | -$12.20万 | 减仓 |
| AMZN | AMAZON COM INC COM | $102.86万 | 1.02% | 4,939 | 49 | 1.0% | $1.02万 | 加仓 |
| WM | WASTE MANAGEMENT INC | $110.14万 | 1.09% | 4,793 | -119 | -2.4% | -$2.73万 | 减仓 |
| WMT | WALMART INC COM | $110.63万 | 1.09% | 8,901 | -79 | -0.9% | -$9,819 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $122.40万 | 1.21% | 19,981 | 313 | 1.6% | $1.92万 | 加仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $143.12万 | 1.41% | 8,435 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $143.60万 | 1.42% | 6,677 | 68 | 1.0% | $1.46万 | 加仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $144.77万 | 1.43% | 16,709 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD ETF | $150.69万 | 1.49% | 3,502 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $165.69万 | 1.64% | 12,646 | -1,029 | -7.5% | -$13.48万 | 减仓 |
| IWB | ISHARES TR RUSSELL 1000 INDEX ETF | $170.19万 | 1.68% | 4,773 | -75 | -1.5% | -$2.67万 | 减仓 |
| GOOGL | GOOGLE INC | $171.67万 | 1.69% | 5,970 | -206 | -3.3% | -$5.92万 | 减仓 |
| VXUS | VANGUARD TOTAL INTL STOCK IDEX ETF | $174.16万 | 1.72% | 22,586 | 0 | 0.0% | — | 不变 |
| AKRE | AKRE FOCUS ETF | $192.82万 | 1.90% | 36,484 | -4,280 | -10.5% | -$22.62万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $228.75万 | 2.26% | 3,502 | -94 | -2.6% | -$6.14万 | 减仓 |
| CSCO | CISCO SYS INC | $234.86万 | 2.32% | 30,269 | -109 | -0.4% | -$8,457 | 减仓 |
| MSFT | MICROSOFT | $254.08万 | 2.51% | 6,864 | 917 | 15.4% | $33.94万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $268.70万 | 2.65% | 39,789 | 1,229 | 3.2% | $8.30万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $291.42万 | 2.88% | 4,481 | -15 | -0.3% | -$9,755 | 减仓 |
| SDY | SPDR SER TR S&P DIVID ETF | $299.43万 | 2.96% | 20,517 | -175 | -0.8% | -$2.55万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $304.21万 | 3.00% | 15,505 | 2,795 | 22.0% | $54.84万 | 加仓 |
| IJR | ISHARES S&P SMALLCAP 600 ETF | $333.86万 | 3.30% | 26,857 | 545 | 2.1% | $6.77万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $335.63万 | 3.31% | 38,070 | 1,035 | 2.8% | $9.12万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $359.07万 | 3.54% | 5 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $595.57万 | 5.88% | 23,467 | -385 | -1.6% | -$9.77万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $1,242.85万 | 12.27% | 25,936 | -176 | -0.7% | -$8.43万 | 减仓 |