Linscomb & Williams, Inc.
- SEC CIK
- 0001313294
- 最新申報
- 2026/7/31
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/12 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 292
- 較 2024 年第 4 季 +2
- 總值
- $20.1 億
- 較 2024 年第 4 季 −$53.9 萬 (0.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| IAGIamgold Corp | COM | 20,000 | $12.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ELANElanco Animal Health Inc | COM | 19,080 | $20.0 萬 | <0.1% | −4,634−19.5% | 減碼 | 歷史 |
| MMM3M Co | Stock | 1,389 | $20.4 萬 | <0.1% | −447−24.3% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 1,889 | $20.6 萬 | <0.1% | +1,889 | 新進 | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 2,239 | $20.7 萬 | <0.1% | +2,239 | 新進 | – |
| TTWOTake Two Interactive Software Inc | COM | 1,000 | $20.7 萬 | <0.1% | +1,000 | 新進 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 829 | $20.9 萬 | <0.1% | 00.0% | 不變 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 3,245 | $21.3 萬 | <0.1% | −73−2.2% | 減碼 | – |
| BHEBenchmark Electronics Inc | COM | 5,625 | $21.4 萬 | <0.1% | +5,625 | 新進 | 歷史 |
| CVSCVS Health Corp | Stock | 3,169 | $21.5 萬 | <0.1% | +3,169 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 2,185 | $21.6 萬 | <0.1% | +67+3.2% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 854 | $22.1 萬 | <0.1% | −115−11.9% | 減碼 | 歷史 |
| SHELShell plc | ADR | 3,058 | $22.4 萬 | <0.1% | +3,058 | 新進 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 855 | $22.6 萬 | <0.1% | −41−4.6% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 1,886 | $23.0 萬 | <0.1% | +2+0.1% | 加碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 4,909 | $23.4 萬 | <0.1% | 00.0% | 不變 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,137 | $23.5 萬 | <0.1% | −501−30.6% | 減碼 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 6,137 | $23.6 萬 | <0.1% | 00.0% | 不變 | – |
| NOCNorthrop Grumman Corp | Stock | 468 | $24.0 萬 | <0.1% | +468 | 新進 | 歷史 |
| FTNTFortinet, Inc. | Stock | 2,494 | $24.0 萬 | <0.1% | +120+5.1% | 加碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 3,836 | $24.4 萬 | <0.1% | −103−2.6% | 減碼 | – |
| INTUIntuit Inc. | Stock | 400 | $24.6 萬 | <0.1% | +15+3.9% | 加碼 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 1,311 | $24.7 萬 | <0.1% | 00.0% | 不變 | – |
| CPTCamden Property Trust | REIT | 2,046 | $25.0 萬 | <0.1% | +4+0.2% | 加碼 | 歷史 |
| IBOCInternational Bancshares Corp | COM | 4,077 | $25.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 5,020 | $25.8 萬 | <0.1% | 00.0% | 不變 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 2,569 | $25.8 萬 | <0.1% | 00.0% | 不變 | – |
| Fidelity Covington Trust316092816 | MOMENTUM FACTR | 4,000 | $26.0 萬 | <0.1% | 00.0% | 不變 | – |
| USBUS Bancorp DE | COM NEW | 6,243 | $26.4 萬 | <0.1% | −6−0.1% | 減碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 7,315 | $26.6 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 4,410 | $27.1 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 504 | $27.3 萬 | <0.1% | −1−0.2% | 減碼 | – |
| BNYBank of New York Mellon Corp | Stock | 3,261 | $27.4 萬 | <0.1% | +424+14.9% | 加碼 | 歷史 |
| BABoeing Co | Stock | 1,629 | $27.8 萬 | <0.1% | −90−5.2% | 減碼 | 歷史 |
| MAINMain Street Capital CORP | CEF | 5,000 | $28.3 萬 | <0.1% | +5,000 | 新進 | 歷史 |
| INTCIntel Corp | Stock | 12,742 | $28.9 萬 | <0.1% | −5,464−30.0% | 減碼 | 歷史 |
| Fidelity Covington Trust316092204 | MSCI CONSM DIS | 3,455 | $29.2 萬 | <0.1% | 00.0% | 不變 | – |
| Schwab International Equity ETF808524805 | ETF | 14,810 | $29.3 萬 | <0.1% | +326+2.3% | 加碼 | – |
| TTETotalEnergies SE | SPONSORED ADS | 4,628 | $29.9 萬 | <0.1% | +4,628 | 新進 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,993 | $30.1 萬 | <0.1% | −8−0.4% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 3,472 | $31.4 萬 | <0.1% | −25−0.7% | 減碼 | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 2,080 | $33.5 萬 | <0.1% | 00.0% | 不變 | – |
| OBKOrigin Bancorp, Inc. | COM | 9,773 | $33.9 萬 | <0.1% | −9,598−49.5% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 4,110 | $34.2 萬 | <0.1% | 00.0% | 不變 | – |
| CWCurtiss Wright Corp | Stock | 1,081 | $34.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 1,996 | $34.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LNTAlliant Energy Corp | Stock | 5,880 | $37.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 6,487 | $38.3 萬 | <0.1% | −699−9.7% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 8,184 | $38.5 萬 | <0.1% | +2,605+46.7% | 加碼 | – |
| SYYSysco Corp | Stock | 5,195 | $39.0 萬 | <0.1% | +1,905+57.9% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 2,223 | $39.1 萬 | <0.1% | +2+0.1% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 834 | $39.1 萬 | <0.1% | +13+1.6% | 加碼 | 歷史 |
| TDYTeledyne Technologies Inc | COM | 793 | $39.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 8,048 | $40.7 萬 | <0.1% | +22+0.3% | 加碼 | – |
| TGTTarget Corp | Stock | 3,984 | $41.6 萬 | <0.1% | +43+1.1% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 5,316 | $41.6 萬 | <0.1% | +921+21.0% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 1,470 | $42.4 萬 | <0.1% | +57+4.0% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 835 | $42.4 萬 | <0.1% | +4+0.5% | 加碼 | 歷史 |
| SLBSLB Limited | Stock | 10,215 | $42.7 萬 | <0.1% | −667−6.1% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 820 | $42.9 萬 | <0.1% | +7+0.9% | 加碼 | 歷史 |
| SAPSAP SE | ADR | 1,603 | $43.0 萬 | <0.1% | +18+1.1% | 加碼 | 歷史 |
| IRMIron Mountain Inc | COM | 5,033 | $43.3 萬 | <0.1% | +5,033 | 新進 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,366 | $43.4 萬 | <0.1% | −9−0.7% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,152 | $43.8 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 3,526 | $44.8 萬 | <0.1% | −731−17.2% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 6,143 | $49.4 萬 | <0.1% | 00.0% | 不變 | – |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 12,068 | $49.4 萬 | <0.1% | +518+4.5% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,514 | $49.9 萬 | <0.1% | −1,399−48.0% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 1,082 | $50.4 萬 | <0.1% | −23−2.1% | 減碼 | 歷史 |
| LUVSouthwest Airlines Co | COM | 15,245 | $51.2 萬 | <0.1% | +3,414+28.9% | 加碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 7,414 | $51.8 萬 | <0.1% | +74+1.0% | 加碼 | – |
| CBChubb Ltd | Stock | 1,719 | $51.9 萬 | <0.1% | −127−6.9% | 減碼 | 歷史 |
| HRLHormel Foods Corp | COM | 17,111 | $52.9 萬 | <0.1% | −2,000−10.5% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 12,013 | $53.2 萬 | <0.1% | +1,758+17.1% | 加碼 | 歷史 |
| TRGPTarga Resources Corp. | COM | 2,656 | $53.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 5,337 | $56.0 萬 | <0.1% | −1,827−25.5% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 7,228 | $58.3 萬 | <0.1% | −305−4.0% | 減碼 | – |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 8,600 | $58.4 萬 | <0.1% | 00.0% | 不變 | – |
| PSAPublic Storage | COM | 2,002 | $59.9 萬 | <0.1% | −54−2.6% | 減碼 | 歷史 |
| DDominion Energy, Inc | Stock | 10,869 | $60.9 萬 | <0.1% | −1,264−10.4% | 減碼 | 歷史 |
| APAAPA Corp | Stock | 29,059 | $61.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CNPCenterpoint Energy Inc | COM | 16,915 | $61.3 萬 | <0.1% | +16,915 | 新進 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 2,448 | $62.6 萬 | <0.1% | −6−0.2% | 減碼 | – |
| CADECadence Bancorporation | EQUITY US CM | 20,653 | $62.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| STELStellar Bancorp, Inc. | COM | 22,712 | $62.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 5,178 | $63.9 萬 | <0.1% | −405−7.3% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 9,477 | $64.3 萬 | <0.1% | −295−3.0% | 減碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 3,394 | $64.7 萬 | <0.1% | 00.0% | 不變 | – |
| GWREGuidewire Software, Inc. | COM | 3,500 | $65.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,965 | $65.7 萬 | <0.1% | +28+1.0% | 加碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,351 | $67.2 萬 | <0.1% | −21−1.5% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,378 | $67.4 萬 | <0.1% | −3−0.1% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 9,585 | $68.8 萬 | <0.1% | +81+0.9% | 加碼 | 歷史 |
| AONAon plc | CL A | 1,761 | $70.3 萬 | <0.1% | +206+13.2% | 加碼 | 歷史 |
| CLMTCalumet, Inc. | COM | 55,889 | $70.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 2,641 | $71.8 萬 | <0.1% | −157−5.6% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 7,456 | $73.1 萬 | <0.1% | −792−9.6% | 減碼 | 歷史 |
| VMCVulcan Materials CO | COM | 3,230 | $75.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 6,171 | $77.7 萬 | <0.1% | 00.0% | 不變 | – |
| FASTFastenal Co | Stock | 10,160 | $78.8 萬 | <0.1% | +39+0.4% | 加碼 | 歷史 |
2024 年第 4 季之後清倉（12 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| IBTXIndependent Bank Group, Inc. | COM | 27,160 | $164.8 萬 | 0.1% | 歷史 |
| BPBP PLC | ADR | 34,108 | $100.8 萬 | 0.1% | 歷史 |
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 16,167 | $44.5 萬 | <0.1% | – |
| ISRGIntuitive Surgical Inc | COM NEW | 517 | $27.0 萬 | <0.1% | 歷史 |
| PPGPPG Industries Inc | Stock | 1,894 | $22.6 萬 | <0.1% | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,136 | $22.4 萬 | <0.1% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 3,894 | $22.0 萬 | <0.1% | 歷史 |
| NVONovo Nordisk A S | ADR | 2,443 | $21.0 萬 | <0.1% | 歷史 |
| HPQHP Inc | Stock | 6,227 | $20.3 萬 | <0.1% | 歷史 |
| IESCIES Holdings, Inc. | COM | 1,000 | $20.1 萬 | <0.1% | 歷史 |
| CEGConstellation Energy Corp | Stock | 894 | $20.0 萬 | <0.1% | 歷史 |
| BSMBlack Stone Minerals, L.P. | COM UNIT | 11,000 | $16.1 萬 | <0.1% | 歷史 |