Linscomb Wealth, Inc. 13F 持仓 · 2026年Q2
Linscomb Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 311 只证券，申报市值合计 23.08 亿美元。前几大持仓：VEA（11.51%）、IVV（9.11%）、PRF（4.52%）。本季前 25 大持仓中：增持 5 只、减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $265.7M | 11.51% | 3.7M | 减持 |
| 2 | IVV | ISHARES TR | $210.2M | 9.11% | 280,720 | 减持 |
| 3 | PRF | INVESCO EXCHANGE TRADED FD T | $104.3M | 4.52% | 1.9M | 减持 |
| 4 | IJH | ISHARES TR | $99.6M | 4.32% | 1.3M | 减持 |
| 5 | EFA | ISHARES TR | $86.5M | 3.75% | 833,150 | 减持 |
| 6 | DON | WISDOMTREE TR | $86.3M | 3.74% | 1.5M | 减持 |
| 7 | VTI | VANGUARD INDEX FDS | $48.7M | 2.11% | 131,648 | 减持 |
| 8 | XOM | EXXON MOBIL CORP | $47.5M | 2.06% | 347,363 | 减持 |
| 9 | LRCX | LAM RESEARCH CORP | $42.9M | 1.86% | 99,082 | 减持 |
| 10 | AVGO | BROADCOM INC | $40.7M | 1.77% | 107,845 | 减持 |
| 11 | SDY | SPDR SERIES TRUST | $36.8M | 1.60% | 242,037 | 减持 |
| 12 | DFLV | DIMENSIONAL ETF TRUST | $34.3M | 1.49% | 866,940 | 增持 |
| 13 | AAPL | APPLE INC | $33.1M | 1.44% | 114,461 | 减持 |
| 14 | DHS | WISDOMTREE TR | $32.9M | 1.42% | 289,052 | 减持 |
| 15 | MSFT | MICROSOFT CORP | $31.1M | 1.35% | 83,351 | 减持 |
| 16 | FBND | FIDELITY MERRIMACK STR TR | $24.4M | 1.06% | 537,070 | 增持 |
| 17 | AVIV | AMERICAN CENTY ETF TR | $23.0M | 1.00% | 297,218 | 增持 |
| 18 | JPM | JPMORGAN CHASE & CO | $23.0M | 1.00% | 70,170 | 减持 |
| 19 | IQLT | ISHARES TR | $22.9M | 0.99% | 461,807 | 增持 |
| 20 | CGIE | CAPITAL GROUP INTERNATIONAL | $20.2M | 0.88% | 550,558 | 增持 |
| 21 | CMI | CUMMINS INC | $18.2M | 0.79% | 25,588 | 减持 |
| 22 | ABBV | ABBVIE INC | $17.8M | 0.77% | 70,722 | 减持 |
| 23 | WSM | WILLIAMS SONOMA INC | $17.7M | 0.77% | 76,004 | 减持 |
| 24 | AMZN | AMAZON COM INC | $16.9M | 0.73% | 70,715 | 减持 |
| 25 | CSCO | CISCO SYS INC | $16.7M | 0.72% | 142,012 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR