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 |
|---|---|---|---|---|---|---|---|---|
| SNY | SANOFI SA | $1.09万 | 0.01% | 255 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN | $1.01万 | 0.01% | 2,070 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $1.01万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $9,553 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $9,074 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $8,886 | 0.01% | 1,156 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $8,239 | 0.01% | 398 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES 1-3 YR CREDIT BOND ETF | $8,228 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| ACAD | ACADIA PHARMACEUTICALS INC COM | $7,590 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | $6,969 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND TRUST SUB SHARE CERTIFICATES | $6,565 | 0.01% | 15 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC COM | $5,481 | 0.00% | 48 | 14 | 41.2% | $1,599 | 加仓 |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | $5,379 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC COM | $5,322 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC COM | $4,641 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $4,054 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC | $3,473 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $3,455 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $3,365 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $3,054 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP COM SHS | $3,015 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $2,880 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| — | AMERICAN OUTDOOR BRANDS INC COM | $2,665 | 0.00% | 227 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP CL A COM | $2,257 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES AGGREGATE BOND ETF | $2,178 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC COM SER A | $1,626 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC NEW | $1,607 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| SLVM | SYLVAMO CORP COMMON STOCK | $1,588 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $1,570 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $972 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE CORP WT EXP 080327 | $959 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $294 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP COM CL A | $151 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC COM NEW | $100 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP DEL COM | $69 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | ORAGENICS INC COM | $2 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| 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 |