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 |
|---|---|---|---|---|---|---|---|---|
| SCI | SERVICE CORP INTL COM | $88.24万 | 0.79% | 11,617 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STK MKT | $93.29万 | 0.83% | 2,521 | 0 | 0.0% | — | 不变 |
| JOE | ST JOE COMPANY | $93.53万 | 0.83% | 14,934 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $93.59万 | 0.83% | 3,440 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $98.56万 | 0.88% | 6,000 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB ETFS- US BROAD MARKET ETF | $99.04万 | 0.88% | 34,200 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $99.43万 | 0.88% | 3,914 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $99.82万 | 0.89% | 8,813 | -88 | -1.0% | -$9,967 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $106.12万 | 0.94% | 19,981 | 0 | 0.0% | — | 不变 |
| WM | WASTE MANAGEMENT INC | $106.83万 | 0.95% | 4,793 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $108.99万 | 0.97% | 13,411 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $111.17万 | 0.99% | 9,301 | 1,125 | 13.8% | $13.45万 | 加仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $115.33万 | 1.03% | 8,435 | 0 | 0.0% | — | 不变 |
| RSP | GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT | $117.41万 | 1.04% | 5,518 | 478 | 9.5% | $10.17万 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $118.17万 | 1.05% | 594 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC COM | $118.43万 | 1.05% | 4,969 | 30 | 0.6% | $7,150 | 加仓 |
| GLD | SPDR GOLD ETF | $128.86万 | 1.15% | 3,498 | -4 | -0.1% | -$1,474 | 减仓 |
| WSM | WILLIAMS SONOMA INC COM | $130.26万 | 1.16% | 5,588 | -20 | -0.4% | -$4,662 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $157.99万 | 1.41% | 6,677 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $159.05万 | 1.41% | 11,391 | -196 | -1.7% | -$2.74万 | 减仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $159.47万 | 1.42% | 16,709 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $180.38万 | 1.60% | 12,601 | -45 | -0.4% | -$6,442 | 减仓 |
| VXUS | VANGUARD TOTAL INTL STOCK IDEX ETF | $193.09万 | 1.72% | 22,586 | 0 | 0.0% | — | 不变 |
| AKRE | AKRE FOCUS ETF | $193.30万 | 1.72% | 36,342 | -142 | -0.4% | -$7,553 | 减仓 |
| IWB | ISHARES TR RUSSELL 1000 INDEX ETF | $195.45万 | 1.74% | 4,773 | 0 | 0.0% | — | 不变 |
| GOOGL | GOOGLE INC | $211.96万 | 1.89% | 5,931 | -39 | -0.7% | -$1.39万 | 减仓 |
| MSFT | MICROSOFT | $260.89万 | 2.32% | 6,994 | 130 | 1.9% | $4.85万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $263.01万 | 2.34% | 3,512 | 10 | 0.3% | $7,489 | 加仓 |
| IAU | ISHARES GOLD TRUST | $290.50万 | 2.58% | 38,472 | 402 | 1.1% | $3.04万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $305.81万 | 2.72% | 39,659 | -130 | -0.3% | -$1.00万 | 减仓 |
| SDY | SPDR SER TR S&P DIVID ETF | $312.23万 | 2.78% | 20,517 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF | $329.62万 | 2.93% | 4,414 | -67 | -1.5% | -$5.00万 | 减仓 |
| CSCO | CISCO SYS INC | $355.30万 | 3.16% | 30,249 | -20 | -0.1% | -$2,349 | 减仓 |
| VTV | VANGUARD VALUE ETF | $366.04万 | 3.26% | 16,796 | 1,291 | 8.3% | $28.13万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $374.43万 | 3.33% | 5 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES S&P SMALLCAP 600 ETF | $395.90万 | 3.52% | 26,694 | -163 | -0.6% | -$2.42万 | 减仓 |
| AAPL | APPLE INC | $675.11万 | 6.01% | 23,331 | -136 | -0.6% | -$3.94万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $1,300.36万 | 11.57% | 25,987 | 51 | 0.2% | $2.55万 | 加仓 |