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 |
|---|---|---|---|---|---|---|---|---|
| UNIT | UNITI GROUP LLC COM SHS | $0 | 0.00% | 0 | -4,642 | -100.0% | -$4.35万 | 清仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $0 | 0.00% | 0 | -74 | -100.0% | -$6,699 | 清仓 |
| — | ORAGENICS INC COM | $2 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP DEL COM | $69 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC COM NEW | $100 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP COM CL A | $151 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $294 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE CORP WT EXP 080327 | $959 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $972 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $1,570 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| SLVM | SYLVAMO CORP COMMON STOCK | $1,588 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC NEW | $1,607 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC COM SER A | $1,626 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES AGGREGATE BOND ETF | $2,178 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP CL A COM | $2,257 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| — | AMERICAN OUTDOOR BRANDS INC COM | $2,665 | 0.00% | 227 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $2,880 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP COM SHS | $3,015 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $3,054 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $3,365 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $3,455 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC | $3,473 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $4,054 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC COM | $4,641 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC COM | $5,322 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | $5,379 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC COM | $5,481 | 0.00% | 48 | 14 | 41.2% | $1,599 | 加仓 |
| TPL | TEXAS PACIFIC LAND TRUST SUB SHARE CERTIFICATES | $6,565 | 0.01% | 15 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | $6,969 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| ACAD | ACADIA PHARMACEUTICALS INC COM | $7,590 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES 1-3 YR CREDIT BOND ETF | $8,228 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $8,239 | 0.01% | 398 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $8,886 | 0.01% | 1,156 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $9,074 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $9,553 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $1.01万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN | $1.01万 | 0.01% | 2,070 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $1.09万 | 0.01% | 255 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $1.09万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| ARKK | ARK INNOVATION ETF | $1.16万 | 0.01% | 143 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS & RESORTS INC COM | $1.19万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| — | SAN JUAN BASIN ROYALTY TR | $1.19万 | 0.01% | 3,714 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC SHS | $1.28万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $1.30万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $1.36万 | 0.01% | 165 | 0 | 0.0% | — | 不变 |
| SWBI | SMITH & WESSON HLDG CORP | $1.37万 | 0.01% | 910 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP COM | $1.42万 | 0.01% | 293 | 0 | 0.0% | — | 不变 |
| FEGE | FIRST EAGLE GLOBAL EQUITY ETF | $1.47万 | 0.01% | 300 | 300 | — | $1.47万 | 新建仓 |
| FDXF | FEDEX FGHT HLDG CO INC COMMON STOCK | $1.51万 | 0.01% | 100 | 100 | — | $1.51万 | 新建仓 |
| BFST | BUSINESS FIRST BANCSHARES INC COM | $1.53万 | 0.01% | 499 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC COM | $1.54万 | 0.01% | 79 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $1.58万 | 0.01% | 206 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC COM | $1.62万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC COM | $1.64万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS | $1.64万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO COM | $1.65万 | 0.01% | 26 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC CL B | $1.76万 | 0.02% | 164 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO COM | $1.77万 | 0.02% | 465 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $1.79万 | 0.02% | 731 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED COM STK | $1.82万 | 0.02% | 391 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU COM ADR | $1.83万 | 0.02% | 160 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $1.86万 | 0.02% | 452 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL COM | $1.94万 | 0.02% | 102 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $1.98万 | 0.02% | 135 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $2.00万 | 0.02% | 700 | 0 | 0.0% | — | 不变 |
| SLI | STANDARD LITHIUM CORP COM | $2.06万 | 0.02% | 7,478 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $2.11万 | 0.02% | 94 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORPORATION | $2.18万 | 0.02% | 149 | -21 | -12.4% | -$3,078 | 减仓 |
| RTX | RTX CORPORATION COM | $2.33万 | 0.02% | 123 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $2.34万 | 0.02% | 106 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC COM | $2.53万 | 0.02% | 601 | 55 | 10.1% | $2,316 | 加仓 |
| SPTI | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | $2.61万 | 0.02% | 918 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW COM | $2.62万 | 0.02% | 867 | -355 | -29.1% | -$1.07万 | 减仓 |
| — | COMPUGEN LTD ORD | $2.67万 | 0.02% | 12,500 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $2.78万 | 0.02% | 203 | 0 | 0.0% | — | 不变 |
| GSBD | GOLDMAN SACHS BDC INC SHS | $2.92万 | 0.03% | 3,084 | 3,084 | — | $2.92万 | 新建仓 |
| SO | SOUTHERN CO COM | $2.93万 | 0.03% | 305 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO S&P GLOBAL WATER INDEX ETF | $2.98万 | 0.03% | 453 | 0 | 0.0% | — | 不变 |
| YUM | YUM! BRANDS INC | $3.20万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC COM | $3.25万 | 0.03% | 1,187 | -224 | -15.9% | -$6,129 | 减仓 |
| PSP | POWERSHARES GLOBAL LISTED PRIVATE EQUITY ETF | $3.30万 | 0.03% | 593 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP COM | $3.32万 | 0.03% | 124 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $3.41万 | 0.03% | 215 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD FINANCIALS ETF | $3.55万 | 0.03% | 270 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $3.59万 | 0.03% | 640 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC COM | $3.66万 | 0.03% | 507 | 0 | 0.0% | — | 不变 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $3.80万 | 0.03% | 240 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP ETF | $3.81万 | 0.03% | 473 | 473 | — | $3.81万 | 新建仓 |
| DAL | DELTA AIR LINES INC DEL CMN | $3.95万 | 0.04% | 422 | -61 | -12.6% | -$5,713 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $4.02万 | 0.04% | 235 | 235 | — | $4.02万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $4.05万 | 0.04% | 457 | 0 | 0.0% | — | 不变 |
| PKW | INVESCO BUYBACK ACHIEVERS ETF | $4.07万 | 0.04% | 287 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC COM | $4.15万 | 0.04% | 962 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $4.19万 | 0.04% | 457 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS | $4.30万 | 0.04% | 1,015 | 0 | 0.0% | — | 不变 |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $4.33万 | 0.04% | 571 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP COM | $4.35万 | 0.04% | 4,141 | 4,141 | — | $4.35万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $4.45万 | 0.04% | 44 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO COM | $4.57万 | 0.04% | 475 | 0 | 0.0% | — | 不变 |
| D | DOMINION RESOURCES INC | $4.74万 | 0.04% | 694 | 0 | 0.0% | — | 不变 |