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 |
|---|---|---|---|---|---|---|---|---|
| ACAD | ACADIA PHARMACEUTICALS INC COM | $6,678 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S ADR | $6,395 | 0.01% | 174 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC COM | $5,520 | 0.01% | 49 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | $5,255 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC COM | $5,205 | 0.01% | 34 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC COM | $4,818 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $4,517 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $3,771 | 0.00% | 39 | 39 | — | $3,771 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $3,203 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $3,052 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP COM SHS | $3,006 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $2,974 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC | $2,871 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP CL A COM | $2,439 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES AGGREGATE BOND ETF | $2,184 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | AMERICAN OUTDOOR BRANDS INC COM | $2,120 | 0.00% | 227 | 0 | 0.0% | — | 不变 |
| SLVM | SYLVAMO CORP COMMON STOCK | $1,774 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC COM SER A | $1,675 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC NEW | $1,608 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $1,570 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE CORP WT EXP 080327 | $1,544 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $1,000 | 0.00% | 27 | 27 | — | $1,000 | 新建仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $295 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC COM NEW | $143 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP COM CL A | $128 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP DEL COM | $51 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | ORAGENICS INC COM | $2 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CALY | CALLAWAY GOLF CO COM | $0 | 0.00% | 0 | -5,832 | -100.0% | -$6.81万 | 清仓 |
| SRPT | SAREPTA THERAPEUTICS INC COM | $0 | 0.00% | 0 | -50 | -100.0% | -$1,076 | 清仓 |