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 |
|---|---|---|---|---|---|---|---|---|
| IWN | ISHARES RUSSELL 2000 VALUE | $13.27万 | 0.12% | 600 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO COM CL A | $13.26万 | 0.12% | 396 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE ETF | $13.22万 | 0.12% | 442 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SERVICES INC | $13.21万 | 0.12% | 620 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $12.87万 | 0.11% | 1,698 | 30 | 1.8% | $2,274 | 加仓 |
| HD | HOME DEPOT INC COM | $12.59万 | 0.11% | 357 | -31 | -8.0% | -$1.09万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION COM | $12.56万 | 0.11% | 4,900 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $12.46万 | 0.11% | 655 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $12.45万 | 0.11% | 106 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD S&P MID-CAP 400 ETF | $12.43万 | 0.11% | 953 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $12.09万 | 0.11% | 1,231 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $11.61万 | 0.10% | 1,444 | 0 | 0.0% | — | 不变 |
| — | ESCALADE INC COM | $11.41万 | 0.10% | 6,073 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP COM | $10.54万 | 0.09% | 4,171 | 0 | 0.0% | — | 不变 |
| SCHW | CHARLES SCHWAB CORP | $10.43万 | 0.09% | 1,130 | 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 |
| MA | MASTERCARD INCORPORATED CL A | $10.07万 | 0.09% | 196 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG ADR | $10.05万 | 0.09% | 641 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC COM | $9.69万 | 0.09% | 2,201 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE SPON ADR | $8.95万 | 0.08% | 581 | 581 | — | $8.95万 | 新建仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $8.80万 | 0.08% | 1,474 | 1,474 | — | $8.80万 | 新建仓 |
| — | HOME FED BANCORP INC NEW | $7.65万 | 0.07% | 3,644 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $7.56万 | 0.07% | 558 | 0 | 0.0% | — | 不变 |
| PGEN | PRECIGEN INC COM | $7.12万 | 0.06% | 12,500 | 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 |
| GHC | GRAHAM HLDGS CO COM CL B | $6.96万 | 0.06% | 61 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CTLS INTL PLC SHS | $6.89万 | 0.06% | 471 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $6.82万 | 0.06% | 338 | 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 |
| FDX | FEDEX CORP COM | $6.33万 | 0.06% | 202 | 0 | 0.0% | — | 不变 |
| RRC | RANGE RES CORP COM | $6.14万 | 0.05% | 1,650 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $6.05万 | 0.05% | 2,511 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC COM | $6.02万 | 0.05% | 326 | -64 | -16.4% | -$1.18万 | 减仓 |
| ENB | ENBRIDGE INC COM | $5.97万 | 0.05% | 1,102 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $5.92万 | 0.05% | 175 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $5.50万 | 0.05% | 666 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $5.44万 | 0.05% | 712 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC COM | $4.98万 | 0.04% | 151 | 0 | 0.0% | — | 不变 |
| D | DOMINION RESOURCES INC | $4.74万 | 0.04% | 694 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO COM | $4.57万 | 0.04% | 475 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM | $4.45万 | 0.04% | 44 | 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 |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $4.33万 | 0.04% | 571 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS | $4.30万 | 0.04% | 1,015 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $4.19万 | 0.04% | 457 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC COM | $4.15万 | 0.04% | 962 | 0 | 0.0% | — | 不变 |
| PKW | INVESCO BUYBACK ACHIEVERS ETF | $4.07万 | 0.04% | 287 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $4.05万 | 0.04% | 457 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $4.02万 | 0.04% | 235 | 235 | — | $4.02万 | 新建仓 |
| DAL | DELTA AIR LINES INC DEL CMN | $3.95万 | 0.04% | 422 | -61 | -12.6% | -$5,713 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $3.81万 | 0.03% | 473 | 473 | — | $3.81万 | 新建仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $3.80万 | 0.03% | 240 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC COM | $3.66万 | 0.03% | 507 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $3.59万 | 0.03% | 640 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD FINANCIALS ETF | $3.55万 | 0.03% | 270 | 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 |
| TRGP | TARGA RES CORP COM | $3.32万 | 0.03% | 124 | 0 | 0.0% | — | 不变 |
| PSP | POWERSHARES GLOBAL LISTED PRIVATE EQUITY ETF | $3.30万 | 0.03% | 593 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC COM | $3.25万 | 0.03% | 1,187 | -224 | -15.9% | -$6,129 | 减仓 |
| YUM | YUM! BRANDS INC | $3.20万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO S&P GLOBAL WATER INDEX ETF | $2.98万 | 0.03% | 453 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $2.93万 | 0.03% | 305 | 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 |
| AEP | AMERICAN ELEC PWR CO INC COM | $2.78万 | 0.02% | 203 | 0 | 0.0% | — | 不变 |
| — | COMPUGEN LTD ORD | $2.67万 | 0.02% | 12,500 | 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 |
| SPTI | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | $2.61万 | 0.02% | 918 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC COM | $2.53万 | 0.02% | 601 | 55 | 10.1% | $2,316 | 加仓 |
| LOW | LOWES COS INC COM | $2.34万 | 0.02% | 106 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $2.33万 | 0.02% | 123 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORPORATION | $2.18万 | 0.02% | 149 | -21 | -12.4% | -$3,078 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $2.11万 | 0.02% | 94 | 0 | 0.0% | — | 不变 |
| SLI | STANDARD LITHIUM CORP COM | $2.06万 | 0.02% | 7,478 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $2.00万 | 0.02% | 700 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $1.98万 | 0.02% | 135 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL COM | $1.94万 | 0.02% | 102 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $1.86万 | 0.02% | 452 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU COM ADR | $1.83万 | 0.02% | 160 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED COM STK | $1.82万 | 0.02% | 391 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $1.79万 | 0.02% | 731 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO COM | $1.77万 | 0.02% | 465 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC CL B | $1.76万 | 0.02% | 164 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO COM | $1.65万 | 0.01% | 26 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS | $1.64万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC COM | $1.64万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC COM | $1.62万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $1.58万 | 0.01% | 206 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC COM | $1.54万 | 0.01% | 79 | 0 | 0.0% | — | 不变 |
| BFST | BUSINESS FIRST BANCSHARES INC COM | $1.53万 | 0.01% | 499 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC COMMON STOCK | $1.51万 | 0.01% | 100 | 100 | — | $1.51万 | 新建仓 |
| FEGE | FIRST EAGLE GLOBAL EQUITY ETF | $1.47万 | 0.01% | 300 | 300 | — | $1.47万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP COM | $1.42万 | 0.01% | 293 | 0 | 0.0% | — | 不变 |
| SWBI | SMITH & WESSON HLDG CORP | $1.37万 | 0.01% | 910 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $1.36万 | 0.01% | 165 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $1.30万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC SHS | $1.28万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| — | SAN JUAN BASIN ROYALTY TR | $1.19万 | 0.01% | 3,714 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS & RESORTS INC COM | $1.19万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| ARKK | ARK INNOVATION ETF | $1.16万 | 0.01% | 143 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $1.09万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |