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 |
|---|---|---|---|---|---|---|---|---|
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $11.60万 | 0.11% | 1,231 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE | $11.38万 | 0.11% | 600 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION COM | $11.15万 | 0.11% | 4,900 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $11.06万 | 0.11% | 655 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD S&P MID-CAP 400 ETF | $10.89万 | 0.11% | 953 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $10.75万 | 0.11% | 1,444 | -134 | -8.5% | -$9,976 | 减仓 |
| SCHW | CHARLES SCHWAB CORP | $10.62万 | 0.10% | 1,130 | 0 | 0.0% | — | 不变 |
| — | ESCALADE INC COM | $10.43万 | 0.10% | 6,073 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO COM CL A | $9.92万 | 0.10% | 396 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $9.79万 | 0.10% | 196 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG ADR | $9.79万 | 0.10% | 641 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC COM | $9.50万 | 0.09% | 2,201 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP ADS | $9.27万 | 0.09% | 450 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $9.25万 | 0.09% | 106 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP COM | $9.11万 | 0.09% | 4,171 | 4,171 | — | $9.11万 | 新建仓 |
| PEP | PEPSICO INC COM | $8.67万 | 0.09% | 558 | 0 | 0.0% | — | 不变 |
| RRC | RANGE RES CORP COM | $7.45万 | 0.07% | 1,650 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP COM | $7.19万 | 0.07% | 202 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $7.18万 | 0.07% | 353 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $7.07万 | 0.07% | 338 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $7.05万 | 0.07% | 2,511 | -154 | -5.8% | -$4,324 | 减仓 |
| GHC | GRAHAM HLDGS CO COM CL B | $6.45万 | 0.06% | 61 | -16 | -20.8% | -$1.69万 | 减仓 |
| — | HOME FED BANCORP INC NEW | $6.30万 | 0.06% | 3,644 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CTLS INTL PLC SHS | $6.18万 | 0.06% | 471 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC COM | $5.97万 | 0.06% | 1,102 | 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 |
| DOW | DOW HLDGS INC COM | $5.88万 | 0.06% | 1,411 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $5.30万 | 0.05% | 666 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $5.29万 | 0.05% | 175 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $5.18万 | 0.05% | 712 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC COM | $5.16万 | 0.05% | 151 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS | $5.10万 | 0.05% | 1,015 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC COM | $5.02万 | 0.05% | 390 | 0 | 0.0% | — | 不变 |
| PGEN | PRECIGEN INC COM | $4.84万 | 0.05% | 12,500 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO COM | $4.58万 | 0.05% | 475 | -48 | -9.2% | -$4,626 | 减仓 |
| UNIT | UNITI GROUP LLC COM SHS | $4.35万 | 0.04% | 4,642 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC COM | $4.35万 | 0.04% | 962 | 0 | 0.0% | — | 不变 |
| D | DOMINION RESOURCES INC | $4.29万 | 0.04% | 694 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $3.90万 | 0.04% | 457 | 0 | 0.0% | — | 不变 |
| PKW | INVESCO BUYBACK ACHIEVERS ETF | $3.77万 | 0.04% | 287 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM | $3.72万 | 0.04% | 44 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC COM | $3.65万 | 0.04% | 507 | 103 | 25.5% | $7,409 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $3.48万 | 0.03% | 457 | 0 | 0.0% | — | 不变 |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $3.45万 | 0.03% | 571 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $3.39万 | 0.03% | 320 | 0 | 0.0% | — | 不变 |
| PSP | POWERSHARES GLOBAL LISTED PRIVATE EQUITY ETF | $3.35万 | 0.03% | 593 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD FINANCIALS ETF | $3.26万 | 0.03% | 270 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC DEL CMN | $3.21万 | 0.03% | 483 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW COM | $3.19万 | 0.03% | 1,222 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $3.15万 | 0.03% | 215 | 0 | 0.0% | — | 不变 |
| YUM | YUM! BRANDS INC | $3.11万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP COM | $3.11万 | 0.03% | 124 | 0 | 0.0% | — | 不变 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $3.07万 | 0.03% | 240 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $2.95万 | 0.03% | 305 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO S&P GLOBAL WATER INDEX ETF | $2.90万 | 0.03% | 453 | 0 | 0.0% | — | 不变 |
| — | COMPUGEN LTD ORD | $2.66万 | 0.03% | 12,500 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $2.66万 | 0.03% | 203 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC COM | $2.64万 | 0.03% | 546 | 0 | 0.0% | — | 不变 |
| SPTI | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | $2.63万 | 0.03% | 918 | 0 | 0.0% | — | 不变 |
| SLI | STANDARD LITHIUM CORP COM | $2.55万 | 0.03% | 7,478 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $2.50万 | 0.02% | 106 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORPORATION | $2.50万 | 0.02% | 170 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $2.39万 | 0.02% | 452 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $2.37万 | 0.02% | 123 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $2.10万 | 0.02% | 731 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED COM STK | $2.01万 | 0.02% | 391 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $1.95万 | 0.02% | 135 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL COM | $1.93万 | 0.02% | 102 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $1.91万 | 0.02% | 94 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP COM | $1.90万 | 0.02% | 293 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS | $1.82万 | 0.02% | 210 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC COM | $1.81万 | 0.02% | 130 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $1.81万 | 0.02% | 700 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU COM ADR | $1.78万 | 0.02% | 160 | 0 | 0.0% | — | 不变 |
| — | SAN JUAN BASIN ROYALTY TR | $1.78万 | 0.02% | 3,714 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO COM | $1.66万 | 0.02% | 465 | -235 | -33.6% | -$8,390 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $1.62万 | 0.02% | 79 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC CL B | $1.61万 | 0.02% | 164 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $1.53万 | 0.02% | 206 | -139 | -40.3% | -$1.03万 | 减仓 |
| DE | DEERE & CO COM | $1.46万 | 0.01% | 26 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC COM | $1.38万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN | $1.37万 | 0.01% | 2,070 | 0 | 0.0% | — | 不变 |
| BFST | BUSINESS FIRST BANCSHARES INC COM | $1.35万 | 0.01% | 499 | 0 | 0.0% | — | 不变 |
| SWBI | SMITH & WESSON HLDG CORP | $1.30万 | 0.01% | 910 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $1.23万 | 0.01% | 255 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $1.17万 | 0.01% | 165 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $1.17万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $1.15万 | 0.01% | 398 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC SHS | $1.07万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $1.03万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $1.01万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| ARKK | ARK INNOVATION ETF | $9,665 | 0.01% | 143 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS & RESORTS INC COM | $9,580 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $9,514 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $8,569 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES 1-3 YR CREDIT BOND ETF | $8,252 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $8,041 | 0.01% | 1,156 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND TRUST SUB SHARE CERTIFICATES | $7,118 | 0.01% | 15 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | $6,970 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $6,699 | 0.01% | 74 | 0 | 0.0% | — | 不变 |