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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $1,242.85万 | 12.27% | 25,936 | -176 | -0.7% | -$8.43万 | 减仓 |
| AAPL | APPLE INC | $595.57万 | 5.88% | 23,467 | -385 | -1.6% | -$9.77万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $359.07万 | 3.54% | 5 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST | $335.63万 | 3.31% | 38,070 | 1,035 | 2.8% | $9.12万 | 加仓 |
| IJR | ISHARES S&P SMALLCAP 600 ETF | $333.86万 | 3.30% | 26,857 | 545 | 2.1% | $6.77万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $304.21万 | 3.00% | 15,505 | 2,795 | 22.0% | $54.84万 | 加仓 |
| SDY | SPDR SER TR S&P DIVID ETF | $299.43万 | 2.96% | 20,517 | -175 | -0.8% | -$2.55万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $291.42万 | 2.88% | 4,481 | -15 | -0.3% | -$9,755 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $268.70万 | 2.65% | 39,789 | 1,229 | 3.2% | $8.30万 | 加仓 |
| MSFT | MICROSOFT | $254.08万 | 2.51% | 6,864 | 917 | 15.4% | $33.94万 | 加仓 |
| CSCO | CISCO SYS INC | $234.86万 | 2.32% | 30,269 | -109 | -0.4% | -$8,457 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $228.75万 | 2.26% | 3,502 | -94 | -2.6% | -$6.14万 | 减仓 |
| AKRE | AKRE FOCUS ETF | $192.82万 | 1.90% | 36,484 | -4,280 | -10.5% | -$22.62万 | 减仓 |
| VXUS | VANGUARD TOTAL INTL STOCK IDEX ETF | $174.16万 | 1.72% | 22,586 | 0 | 0.0% | — | 不变 |
| GOOGL | GOOGLE INC | $171.67万 | 1.69% | 5,970 | -206 | -3.3% | -$5.92万 | 减仓 |
| IWB | ISHARES TR RUSSELL 1000 INDEX ETF | $170.19万 | 1.68% | 4,773 | -75 | -1.5% | -$2.67万 | 减仓 |
| EMR | EMERSON ELEC CO COM | $165.69万 | 1.64% | 12,646 | -1,029 | -7.5% | -$13.48万 | 减仓 |
| GLD | SPDR GOLD ETF | $150.69万 | 1.49% | 3,502 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $144.77万 | 1.43% | 16,709 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $143.60万 | 1.42% | 6,677 | 68 | 1.0% | $1.46万 | 加仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $143.12万 | 1.41% | 8,435 | 0 | 0.0% | — | 不变 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $122.40万 | 1.21% | 19,981 | 313 | 1.6% | $1.92万 | 加仓 |
| WMT | WALMART INC COM | $110.63万 | 1.09% | 8,901 | -79 | -0.9% | -$9,819 | 减仓 |
| WM | WASTE MANAGEMENT INC | $110.14万 | 1.09% | 4,793 | -119 | -2.4% | -$2.73万 | 减仓 |
| AMZN | AMAZON COM INC COM | $102.86万 | 1.02% | 4,939 | 49 | 1.0% | $1.02万 | 加仓 |
| WSM | WILLIAMS SONOMA INC COM | $102.25万 | 1.01% | 5,608 | -669 | -10.7% | -$12.20万 | 减仓 |
| KO | COCA COLA CO COM | $101.99万 | 1.01% | 13,411 | 0 | 0.0% | — | 不变 |
| RSP | GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT | $96.73万 | 0.95% | 5,040 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL COM | $95.85万 | 0.95% | 11,617 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $95.70万 | 0.94% | 3,914 | 0 | 0.0% | — | 不变 |
| JOE | ST JOE COMPANY | $93.79万 | 0.93% | 14,934 | -2,622 | -14.9% | -$16.47万 | 减仓 |
| SCHB | SCHWAB ETFS- US BROAD MARKET ETF | $85.84万 | 0.85% | 34,200 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $85.46万 | 0.84% | 6,000 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $83.48万 | 0.82% | 3,440 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC | $82.27万 | 0.81% | 24,536 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STK MKT | $80.88万 | 0.80% | 2,521 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $78.46万 | 0.77% | 594 | -1 | -0.2% | -$1,321 | 减仓 |
| COP | CONOCOPHILLIPS COM | $71.91万 | 0.71% | 5,448 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $71.31万 | 0.70% | 1,022 | 78 | 8.3% | $5.44万 | 加仓 |
| AMGN | AMGEN INC | $62.21万 | 0.61% | 1,768 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO COM | $55.95万 | 0.55% | 1,902 | 0 | 0.0% | — | 不变 |
| XLK | TECHNOLOGY SELECT SECTOR SPDR | $55.61万 | 0.55% | 4,184 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORP | $54.50万 | 0.54% | 547 | 0 | 0.0% | — | 不变 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $54.15万 | 0.53% | 11,800 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $53.27万 | 0.53% | 4,639 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $51.13万 | 0.50% | 11,587 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $49.45万 | 0.49% | 698 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO COM NEW | $47.02万 | 0.46% | 19,247 | -7,699 | -28.6% | -$18.81万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $46.03万 | 0.45% | 1,856 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $43.59万 | 0.43% | 2,107 | -175 | -7.7% | -$3.62万 | 减仓 |
| IBM | INTL BUSINESS MACHINES | $42.35万 | 0.42% | 1,747 | -123 | -6.6% | -$2.98万 | 减仓 |
| MRK | MERCK & CO INC | $42.21万 | 0.42% | 3,509 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP COM | $42.03万 | 0.41% | 616 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REIT INDEX ETF | $41.24万 | 0.41% | 4,649 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $40.92万 | 0.40% | 2,246 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH ETF | $40.10万 | 0.40% | 918 | 0 | 0.0% | — | 不变 |
| DIA | SPDR DOW JONES INDUSTRIAL ETF | $36.36万 | 0.36% | 785 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $36.29万 | 0.36% | 1,265 | 32 | 2.6% | $9,180 | 加仓 |
| META | META PLATFORMS INC CL A | $35.13万 | 0.35% | 614 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $33.85万 | 0.33% | 1,120 | 0 | 0.0% | — | 不变 |
| QQQ | POWERSHARES QQQ TR | $33.71万 | 0.33% | 584 | 90 | 18.2% | $5.19万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P | $33.55万 | 0.33% | 8,867 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $32.14万 | 0.32% | 3,460 | 0 | 0.0% | — | 不变 |
| RGR | STURM RUGER & CO INC COM | $31.45万 | 0.31% | 7,845 | -1,654 | -17.4% | -$6.63万 | 减仓 |
| HON | HONEYWELL INTL INC | $31.35万 | 0.31% | 1,387 | -447 | -24.4% | -$10.10万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $29.28万 | 0.29% | 2,236 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC COM | $29.16万 | 0.29% | 942 | -45 | -4.6% | -$1.39万 | 减仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $28.25万 | 0.28% | 458 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $27.43万 | 0.27% | 459 | 14 | 3.1% | $8,366 | 加仓 |
| MLPX | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | $27.37万 | 0.27% | 3,701 | 2,883 | 352.4% | $21.32万 | 加仓 |
| MGA | MAGNA INTL INC COM | $26.89万 | 0.27% | 4,818 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES DJ US TECHNOLOGY | $26.40万 | 0.26% | 1,455 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL-CAP ETF | $25.14万 | 0.25% | 960 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $25.01万 | 0.25% | 3,438 | -202 | -5.5% | -$1.47万 | 减仓 |
| MKL | MARKEL CORP HOLDING CO | $24.88万 | 0.25% | 130 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $24.19万 | 0.24% | 263 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $24.18万 | 0.24% | 400 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD LARGE-CAP ETF | $23.91万 | 0.24% | 800 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $23.56万 | 0.23% | 2,426 | 0 | 0.0% | — | 不变 |
| LAD | LITHIA MTRS INC COM | $23.30万 | 0.23% | 933 | 337 | 56.5% | $8.42万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $22.88万 | 0.23% | 677 | -30 | -4.2% | -$1.01万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $22.78万 | 0.22% | 842 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO COM | $21.89万 | 0.22% | 5,615 | -3,995 | -41.6% | -$15.58万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $21.09万 | 0.21% | 1,209 | 124 | 11.4% | $2.16万 | 加仓 |
| GLW | CORNING INC COM | $20.27万 | 0.20% | 1,491 | -151 | -9.2% | -$2.05万 | 减仓 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $18.84万 | 0.19% | 1,300 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $17.53万 | 0.17% | 564 | 0 | 0.0% | — | 不变 |
| GSEW | GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF | $15.26万 | 0.15% | 1,803 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD | $14.81万 | 0.15% | 1,000 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $14.41万 | 0.14% | 7,467 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SERVICES INC | $13.58万 | 0.13% | 620 | 0 | 0.0% | — | 不变 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $13.40万 | 0.13% | 1,635 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $12.76万 | 0.13% | 388 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP COM | $12.75万 | 0.13% | 516 | 0 | 0.0% | — | 不变 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $12.70万 | 0.13% | 500 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $12.15万 | 0.12% | 428 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE ETF | $12.04万 | 0.12% | 442 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $11.71万 | 0.12% | 1,668 | 75 | 4.7% | $5,263 | 加仓 |
| BAC | BANK OF AMER CORP COM | $11.70万 | 0.12% | 2,400 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $11.61万 | 0.11% | 1,915 | -120 | -5.9% | -$7,278 | 减仓 |