Linscomb & Williams, Inc.
- SEC CIK
- 0001313294
- 最新申報
- 2026/7/31
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/5 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 290
- 較 2024 年第 3 季 +2
- 總值
- $20.1 億
- 較 2024 年第 3 季 −$840.8 萬 (−0.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| PAYXPaychex Inc | Stock | 5,344 | $74.9 萬 | <0.1% | +56+1.1% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 8,248 | $75.3 萬 | <0.1% | −77−0.9% | 減碼 | 歷史 |
| SUNSunoco LP | COM UT REP LP | 14,740 | $75.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 15,948 | $76.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALLAllstate Corp | Stock | 4,025 | $77.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 11,086 | $79.7 萬 | <0.1% | −144−1.3% | 減碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 6,171 | $79.8 萬 | <0.1% | −229−3.6% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,867 | $82.4 萬 | <0.1% | +3+0.1% | 加碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 20,540 | $82.7 萬 | <0.1% | 00.0% | 不變 | – |
| VMCVulcan Materials CO | COM | 3,230 | $83.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E651 | GLOBAL WATER | 21,335 | $83.3 萬 | <0.1% | +40.0% | 加碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 7,991 | $84.3 萬 | <0.1% | +114+1.4% | 加碼 | – |
| RSGRepublic Services, Inc. | COM | 4,215 | $84.8 萬 | <0.1% | +15+0.4% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 3,003 | $89.1 萬 | <0.1% | −36−1.2% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 39,247 | $89.4 萬 | <0.1% | −4,378−10.0% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,097 | $90.0 萬 | <0.1% | 00.0% | 不變 | – |
| SOSouthern Co | Stock | 10,955 | $90.2 萬 | <0.1% | +1,704+18.4% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,798 | $92.9 萬 | <0.1% | +29+1.0% | 加碼 | 歷史 |
| SPDR Series Trust78468R721 | STATE STREET SPD | 20,500 | $93.5 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 8,589 | $99.0 萬 | <0.1% | −169−1.9% | 減碼 | – |
| NUENucor Corp | COM | 8,630 | $100.7 萬 | 0.1% | −499−5.5% | 減碼 | 歷史 |
| BPBP PLC | ADR | 34,108 | $100.8 萬 | 0.1% | +5,083+17.5% | 加碼 | 歷史 |
| KKRKKR & Co. Inc. | COM | 7,000 | $103.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BAXBaxter International Inc | Stock | 35,904 | $104.7 萬 | 0.1% | +2,174+6.4% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 17,509 | $105.6 萬 | 0.1% | +17,509 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 2,913 | $105.7 萬 | 0.1% | +2,913 | 新進 | 歷史 |
| OKEONEOK Inc | COM | 10,665 | $107.1 萬 | 0.1% | −2,484−18.9% | 減碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 14,777 | $112.7 萬 | 0.1% | −265−1.8% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,830 | $116.2 萬 | 0.1% | −23−0.8% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 18,949 | $116.2 萬 | 0.1% | +107+0.6% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 26,065 | $117.8 萬 | 0.1% | −322−1.2% | 減碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 4,129 | $120.9 萬 | 0.1% | +4+0.1% | 加碼 | 歷史 |
| EXPEagle Materials Inc | COM | 4,920 | $121.4 萬 | 0.1% | −3,577−42.1% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 7,111 | $122.6 萬 | 0.1% | +271+4.0% | 加碼 | 歷史 |
| CLMTCalumet, Inc. | COM | 55,889 | $123.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 38,432 | $124.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CQPCheniere Energy Partners, L.P. | COM UNIT | 25,000 | $132.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 71,323 | $139.7 萬 | 0.1% | +350+0.5% | 加碼 | 歷史 |
| EFXEquifax Inc | COM | 5,876 | $149.7 萬 | 0.1% | +483+9.0% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 17,556 | $155.2 萬 | 0.1% | −224−1.3% | 減碼 | – |
| KOCoca Cola Co | Stock | 25,288 | $157.4 萬 | 0.1% | −242−0.9% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 3,984 | $160.9 萬 | 0.1% | +129+3.3% | 加碼 | 歷史 |
| KEXKirby Corp | COM | 15,488 | $163.9 萬 | 0.1% | −6,172−28.5% | 減碼 | 歷史 |
| IBTXIndependent Bank Group, Inc. | COM | 27,160 | $164.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 12,503 | $167.9 萬 | 0.1% | +1,993+19.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 19,527 | $176.4 萬 | 0.1% | +1,652+9.2% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 10,929 | $182.3 萬 | 0.1% | +9,690+782.1% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 15,496 | $187.2 萬 | 0.1% | +1,562+11.2% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 9,218 | $202.6 萬 | 0.1% | −2,088−18.5% | 減碼 | 歷史 |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 24,068 | $209.1 萬 | 0.1% | +11,890+97.6% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 3,956 | $213.2 萬 | 0.1% | −75−1.9% | 減碼 | – |
| CTSHCognizant Technology Solutions Corp | CL A | 28,391 | $218.3 萬 | 0.1% | +1,667+6.2% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 9,844 | $223.3 萬 | 0.1% | +289+3.0% | 加碼 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 92,348 | $234.3 萬 | 0.1% | +11,069+13.6% | 加碼 | – |
| TJXTJX Companies Inc | Stock | 19,427 | $234.7 萬 | 0.1% | −639−3.2% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 5,327 | $236.9 萬 | 0.1% | +532+11.1% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 11,377 | $239.2 萬 | 0.1% | +644+6.0% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 29,177 | $249.0 萬 | 0.1% | +843+3.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,502 | $249.4 萬 | 0.1% | +40+0.7% | 加碼 | 歷史 |
| FFIVF5, Inc. | Stock | 9,945 | $250.1 萬 | 0.1% | +436+4.6% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 50,261 | $252.0 萬 | 0.1% | +6,336+14.4% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 9,675 | $255.6 萬 | 0.1% | −58−0.6% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 3,424 | $264.3 萬 | 0.1% | +154+4.7% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 6,854 | $266.6 萬 | 0.1% | +326+5.0% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 11,403 | $267.2 萬 | 0.1% | +374+3.4% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 14,312 | $268.4 萬 | 0.1% | −2,164−13.1% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 13,913 | $275.7 萬 | 0.1% | −113−0.8% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 14,215 | $278.4 萬 | 0.1% | −34−0.2% | 減碼 | – |
| STZConstellation Brands, Inc. | Stock | 12,609 | $278.7 萬 | 0.1% | +511+4.2% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 2,645 | $280.4 萬 | 0.1% | +143+5.7% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430602 | ACTIVEBETA US | 41,301 | $285.5 萬 | 0.1% | +2,817+7.3% | 加碼 | – |
| SCHWSchwab Charles Corp | Stock | 39,479 | $292.2 萬 | 0.1% | +1,383+3.6% | 加碼 | 歷史 |
| CICigna Group | Stock | 10,811 | $298.5 萬 | 0.1% | +303+2.9% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 17,820 | $298.8 萬 | 0.1% | −58,596−76.7% | 減碼 | 歷史 |
| WATWaters Corp | COM | 8,135 | $301.8 萬 | 0.2% | +103+1.3% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 101,793 | $305.7 萬 | 0.2% | +55,966+122.1% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 69,957 | $308.1 萬 | 0.2% | +1,061+1.5% | 加碼 | – |
| LHLabcorp Holdings Inc. | Stock | 13,539 | $310.5 萬 | 0.2% | +389+3.0% | 加碼 | 歷史 |
| YUMYum Brands Inc | Stock | 24,644 | $330.6 萬 | 0.2% | +649+2.7% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 30,170 | $333.2 萬 | 0.2% | +1,664+5.8% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 13,281 | $350.0 萬 | 0.2% | +236+1.8% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 14,353 | $354.2 萬 | 0.2% | +436+3.1% | 加碼 | 歷史 |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 61,511 | $367.4 萬 | 0.2% | +7,441+13.8% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 16,303 | $371.8 萬 | 0.2% | +146+0.9% | 加碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 48,302 | $375.7 萬 | 0.2% | +210.0% | 加碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 41,786 | $377.8 萬 | 0.2% | +3,738+9.8% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 50,066 | $390.6 萬 | 0.2% | +217+0.4% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 144,616 | $403.0 萬 | 0.2% | −13,724−8.7% | 減碼依 4 比 1 拆股換算 | – |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 61,887 | $407.2 萬 | 0.2% | +30.0% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,076 | $412.8 萬 | 0.2% | −13−0.2% | 減碼 | – |
| EMREmerson Electric Co | Stock | 35,358 | $438.2 萬 | 0.2% | +339+1.0% | 加碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 92,471 | $456.9 萬 | 0.2% | −961−1.0% | 減碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 81,920 | $466.6 萬 | 0.2% | +2,059+2.6% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 26,382 | $470.4 萬 | 0.2% | +288+1.1% | 加碼 | 歷史 |
| STRLSterling Infrastructure, Inc. | COM | 28,130 | $473.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 38,282 | $476.6 萬 | 0.2% | +1,933+5.3% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 81,274 | $478.9 萬 | 0.2% | −2,150−2.6% | 減碼 | – |
| LNGCheniere Energy, Inc. | COM NEW | 22,579 | $485.2 萬 | 0.2% | +622+2.8% | 加碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 53,982 | $489.9 萬 | 0.2% | −623−1.1% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 47,890 | $494.7 萬 | 0.2% | −3,107−6.1% | 減碼 | – |
2024 年第 3 季之後清倉（9 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CVSCVS Health Corp | Stock | 4,754 | $29.9 萬 | <0.1% | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,487 | $26.7 萬 | <0.1% | – |
| KMBKimberly Clark Corp | Stock | 1,866 | $26.5 萬 | <0.1% | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 919 | $25.9 萬 | <0.1% | – |
| STXSeagate Technology Holdings plc | ORD SHS | 2,140 | $23.4 萬 | <0.1% | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 10,932 | $23.1 萬 | <0.1% | – |
| SHELShell plc | ADR | 3,190 | $21.0 萬 | <0.1% | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 1,203 | $20.7 萬 | <0.1% | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,614 | $20.4 萬 | <0.1% | – |