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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $1,300.36万 | 11.57% | 25,987 | 51 | 0.2% | $2.55万 | 加仓 |
| AAPL | APPLE INC | $675.11万 | 6.01% | 23,331 | -136 | -0.6% | -$3.94万 | 减仓 |
| IJR | ISHARES S&P SMALLCAP 600 ETF | $395.90万 | 3.52% | 26,694 | -163 | -0.6% | -$2.42万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $374.43万 | 3.33% | 5 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE ETF | $366.04万 | 3.26% | 16,796 | 1,291 | 8.3% | $28.13万 | 加仓 |
| CSCO | CISCO SYS INC | $355.30万 | 3.16% | 30,249 | -20 | -0.1% | -$2,349 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $329.62万 | 2.93% | 4,414 | -67 | -1.5% | -$5.00万 | 减仓 |
| SDY | SPDR SER TR S&P DIVID ETF | $312.23万 | 2.78% | 20,517 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $305.81万 | 2.72% | 39,659 | -130 | -0.3% | -$1.00万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $290.50万 | 2.58% | 38,472 | 402 | 1.1% | $3.04万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $263.01万 | 2.34% | 3,512 | 10 | 0.3% | $7,489 | 加仓 |
| MSFT | MICROSOFT | $260.89万 | 2.32% | 6,994 | 130 | 1.9% | $4.85万 | 加仓 |
| GOOGL | GOOGLE INC | $211.96万 | 1.89% | 5,931 | -39 | -0.7% | -$1.39万 | 减仓 |
| IWB | ISHARES TR RUSSELL 1000 INDEX ETF | $195.45万 | 1.74% | 4,773 | 0 | 0.0% | — | 不变 |
| AKRE | AKRE FOCUS ETF | $193.30万 | 1.72% | 36,342 | -142 | -0.4% | -$7,553 | 减仓 |
| VXUS | VANGUARD TOTAL INTL STOCK IDEX ETF | $193.09万 | 1.72% | 22,586 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $180.38万 | 1.60% | 12,601 | -45 | -0.4% | -$6,442 | 减仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $159.47万 | 1.42% | 16,709 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $159.05万 | 1.41% | 11,391 | -196 | -1.7% | -$2.74万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $157.99万 | 1.41% | 6,677 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC COM | $130.26万 | 1.16% | 5,588 | -20 | -0.4% | -$4,662 | 减仓 |
| GLD | SPDR GOLD ETF | $128.86万 | 1.15% | 3,498 | -4 | -0.1% | -$1,474 | 减仓 |
| AMZN | AMAZON COM INC COM | $118.43万 | 1.05% | 4,969 | 30 | 0.6% | $7,150 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $118.17万 | 1.05% | 594 | 0 | 0.0% | — | 不变 |
| RSP | GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT | $117.41万 | 1.04% | 5,518 | 478 | 9.5% | $10.17万 | 加仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $115.33万 | 1.03% | 8,435 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $111.17万 | 0.99% | 9,301 | 1,125 | 13.8% | $13.45万 | 加仓 |
| KO | COCA COLA CO COM | $108.99万 | 0.97% | 13,411 | 0 | 0.0% | — | 不变 |
| WM | WASTE MANAGEMENT INC | $106.83万 | 0.95% | 4,793 | 0 | 0.0% | — | 不变 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $106.12万 | 0.94% | 19,981 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $99.82万 | 0.89% | 8,813 | -88 | -1.0% | -$9,967 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $99.43万 | 0.88% | 3,914 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB ETFS- US BROAD MARKET ETF | $99.04万 | 0.88% | 34,200 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $98.56万 | 0.88% | 6,000 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $93.59万 | 0.83% | 3,440 | 0 | 0.0% | — | 不变 |
| JOE | ST JOE COMPANY | $93.53万 | 0.83% | 14,934 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STK MKT | $93.29万 | 0.83% | 2,521 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL COM | $88.24万 | 0.79% | 11,617 | 0 | 0.0% | — | 不变 |
| XLK | TECHNOLOGY SELECT SECTOR SPDR | $79.71万 | 0.71% | 4,184 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC | $76.93万 | 0.68% | 24,063 | -473 | -1.9% | -$1.51万 | 减仓 |
| CAT | CATERPILLAR INC COM | $70.28万 | 0.63% | 660 | -38 | -5.4% | -$4.05万 | 减仓 |
| AMGN | AMGEN INC | $64.02万 | 0.57% | 1,768 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $63.80万 | 0.57% | 4,639 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO COM | $62.26万 | 0.55% | 1,902 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $56.64万 | 0.50% | 5,448 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $55.76万 | 0.50% | 1,856 | 0 | 0.0% | — | 不变 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $53.50万 | 0.48% | 11,800 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORP | $50.52万 | 0.45% | 540 | -7 | -1.3% | -$6,548 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $47.88万 | 0.43% | 5,558 | 50 | 0.9% | $4,307 | 加仓 |
| IBM | INTL BUSINESS MACHINES | $47.52万 | 0.42% | 1,690 | -57 | -3.3% | -$1.60万 | 减仓 |
| MRK | MERCK & CO INC | $45.09万 | 0.40% | 3,509 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $44.87万 | 0.40% | 2,707 | 600 | 28.5% | $9.95万 | 加仓 |
| WY | WEYERHAEUSER CO COM NEW | $44.87万 | 0.40% | 18,743 | -504 | -2.6% | -$1.21万 | 减仓 |
| VNQ | VANGUARD REIT INDEX ETF | $44.83万 | 0.40% | 4,649 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $44.70万 | 0.40% | 1,265 | 0 | 0.0% | — | 不变 |
| QQQ | POWERSHARES QQQ TR | $43.01万 | 0.38% | 584 | 0 | 0.0% | — | 不变 |
| DIA | SPDR DOW JONES INDUSTRIAL ETF | $41.01万 | 0.36% | 785 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $38.43万 | 0.34% | 1,120 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC COM | $38.08万 | 0.34% | 1,491 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $37.97万 | 0.34% | 2,246 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES DJ US TECHNOLOGY | $36.70万 | 0.33% | 1,455 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC COM | $35.00万 | 0.31% | 842 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $34.59万 | 0.31% | 614 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC COM | $33.02万 | 0.29% | 874 | -68 | -7.2% | -$2.57万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P | $32.60万 | 0.29% | 8,867 | 0 | 0.0% | — | 不变 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $32.21万 | 0.29% | 458 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $31.87万 | 0.28% | 464 | 5 | 1.1% | $3,434 | 加仓 |
| MGA | MAGNA INTL INC COM | $31.64万 | 0.28% | 4,818 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $31.55万 | 0.28% | 263 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP COM | $31.37万 | 0.28% | 616 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL-CAP ETF | $31.01万 | 0.28% | 1,023 | 63 | 6.6% | $1.91万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $30.37万 | 0.27% | 3,460 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION COM | $30.25万 | 0.27% | 1,512 | 303 | 25.1% | $6.06万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $30.09万 | 0.27% | 630 | -47 | -6.9% | -$2.24万 | 减仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $28.64万 | 0.25% | 3,438 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $28.30万 | 0.25% | 2,236 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD LARGE-CAP ETF | $27.51万 | 0.24% | 800 | 0 | 0.0% | — | 不变 |
| RGR | STURM RUGER & CO INC COM | $27.39万 | 0.24% | 7,236 | -609 | -7.8% | -$2.31万 | 减仓 |
| MLPX | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | $27.26万 | 0.24% | 3,701 | 0 | 0.0% | — | 不变 |
| LAD | LITHIA MTRS INC COM | $26.99万 | 0.24% | 929 | -4 | -0.4% | -$1,162 | 减仓 |
| MKL | MARKEL CORP HOLDING CO | $25.39万 | 0.23% | 130 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $25.20万 | 0.22% | 2,426 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $21.25万 | 0.19% | 1,300 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $20.38万 | 0.18% | 400 | 0 | 0.0% | — | 不变 |
| GSEW | GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF | $17.02万 | 0.15% | 1,803 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $16.70万 | 0.15% | 2,016 | 2,016 | — | $16.70万 | 新建仓 |
| HAL | HALLIBURTON CO COM | $16.65万 | 0.15% | 4,904 | -711 | -12.7% | -$2.41万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $16.50万 | 0.15% | 284 | -69 | -19.5% | -$4.01万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $16.00万 | 0.14% | 428 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD | $15.80万 | 0.14% | 1,000 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP ADS | $15.70万 | 0.14% | 932 | 482 | 107.1% | $8.12万 | 加仓 |
| HON | HONEYWELL INTL INC | $15.52万 | 0.14% | 693 | -694 | -50.0% | -$15.54万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $15.32万 | 0.14% | 693 | 693 | — | $15.32万 | 新建仓 |
| MCD | MCDONALDS CORP COM | $15.25万 | 0.14% | 564 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $14.28万 | 0.13% | 7,467 | 0 | 0.0% | — | 不变 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $14.19万 | 0.13% | 500 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S ADR | $13.86万 | 0.12% | 2,891 | 2,717 | 1,561.5% | $13.03万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $13.68万 | 0.12% | 2,400 | 0 | 0.0% | — | 不变 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $13.58万 | 0.12% | 1,635 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP COM | $13.44万 | 0.12% | 516 | 0 | 0.0% | — | 不变 |