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 |
|---|---|---|---|---|---|---|---|
| VLOValero Energy Corp | Stock | 6,031 | $79.6 萬 | <0.1% | −77−1.3% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,616 | $79.7 萬 | <0.1% | −251−5.2% | 減碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $79.8 萬 | <0.1% | +1 | 新進 | 歷史 |
| AXPAmerican Express Co | Stock | 3,003 | $80.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 13,582 | $81.5 萬 | <0.1% | +8,218+153.2% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,037 | $82.7 萬 | <0.1% | −60−0.8% | 減碼 | – |
| PAYXPaychex Inc | Stock | 5,362 | $82.7 萬 | <0.1% | +18+0.3% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 7,991 | $84.4 萬 | <0.1% | 00.0% | 不變 | – |
| ALLAllstate Corp | Stock | 4,079 | $84.5 萬 | <0.1% | +54+1.3% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 5,801 | $84.5 萬 | <0.1% | +883+18.0% | 加碼 | 歷史 |
| KIMKimco Realty Corp | COM | 40,163 | $85.3 萬 | <0.1% | +12,847+47.0% | 加碼 | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 15,948 | $85.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SUNSunoco LP | COM UT REP LP | 14,740 | $85.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E651 | GLOBAL WATER | 21,335 | $85.6 萬 | <0.1% | 00.0% | 不變 | – |
| KKRKKR & Co. Inc. | COM | 7,433 | $85.9 萬 | <0.1% | +433+6.2% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 20,540 | $89.2 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 8,565 | $89.6 萬 | <0.1% | −24−0.3% | 減碼 | – |
| AJGArthur J. Gallagher & Co. | COM | 2,640 | $91.1 萬 | <0.1% | +12+0.5% | 加碼 | 歷史 |
| SPDR Series Trust78468R721 | STATE STREET SPD | 20,500 | $92.4 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,626 | $97.4 萬 | <0.1% | −204−7.2% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 13,331 | $97.9 萬 | <0.1% | +2,245+20.3% | 加碼 | – |
| BXBlackstone Inc. | COM | 7,099 | $99.2 萬 | <0.1% | −12−0.2% | 減碼 | 歷史 |
| OKEONEOK Inc | COM | 10,022 | $99.4 萬 | <0.1% | −643−6.0% | 減碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 4,111 | $99.6 萬 | <0.1% | −104−2.5% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 10,875 | $100.0 萬 | <0.1% | −80−0.7% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 4,405 | $102.0 萬 | 0.1% | +768+21.1% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 36,667 | $103.7 萬 | 0.1% | −2,580−6.6% | 減碼 | 歷史 |
| NUENucor Corp | COM | 8,631 | $103.9 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| EXPEagle Materials Inc | COM | 4,840 | $107.4 萬 | 0.1% | −80−1.6% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 4,165 | $107.9 萬 | 0.1% | +181+4.5% | 加碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 14,908 | $111.3 萬 | 0.1% | +131+0.9% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 38,432 | $113.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 10,209 | $114.4 萬 | 0.1% | +3,503+52.2% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 18,917 | $116.9 萬 | 0.1% | −32−0.2% | 減碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 4,333 | $132.4 萬 | 0.1% | +204+4.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 12,399 | $134.4 萬 | 0.1% | −104−0.8% | 減碼 | 歷史 |
| BAXBaxter International Inc | Stock | 39,951 | $136.8 萬 | 0.1% | +4,047+11.3% | 加碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 30,513 | $140.6 萬 | 0.1% | +4,448+17.1% | 加碼 | – |
| SSBSouthState Bank Corp | COM | 15,659 | $145.3 萬 | 0.1% | +15,659 | 新進 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 17,556 | $149.3 萬 | 0.1% | 00.0% | 不變 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 80,626 | $149.9 萬 | 0.1% | +9,303+13.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 17,673 | $155.1 萬 | 0.1% | −1,854−9.5% | 減碼 | 歷史 |
| KEXKirby Corp | COM | 15,488 | $156.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UBERUber Technologies, Inc | Stock | 21,858 | $159.3 萬 | 0.1% | +4,349+24.8% | 加碼 | 歷史 |
| CQPCheniere Energy Partners, L.P. | COM UNIT | 25,000 | $165.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EFXEquifax Inc | COM | 7,041 | $171.5 萬 | 0.1% | +1,165+19.8% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 25,339 | $181.5 萬 | 0.1% | +51+0.2% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 18,054 | $185.5 萬 | 0.1% | +2,558+16.5% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 30,552 | $188.1 萬 | 0.1% | +382+1.3% | 加碼 | 歷史 |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 24,353 | $193.5 萬 | 0.1% | +285+1.2% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 7,921 | $197.0 萬 | 0.1% | −1,297−14.1% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,955 | $203.2 萬 | 0.1% | −10.0% | 減碼 | – |
| PYPLPayPal Holdings, Inc. | Stock | 31,813 | $207.6 萬 | 0.1% | +2,636+9.0% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 5,561 | $213.3 萬 | 0.1% | +234+4.4% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 18,599 | $226.5 萬 | 0.1% | −828−4.3% | 減碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 30,105 | $230.3 萬 | 0.1% | +1,714+6.0% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 2,987 | $237.8 萬 | 0.1% | +342+12.9% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 6,630 | $243.0 萬 | 0.1% | −224−3.3% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 13,554 | $243.6 萬 | 0.1% | −758−5.3% | 減碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 13,294 | $244.0 萬 | 0.1% | +685+5.4% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 10,855 | $248.6 萬 | 0.1% | +1,011+10.3% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 12,584 | $251.9 萬 | 0.1% | +1,655+15.1% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 9,740 | $251.9 萬 | 0.1% | +65+0.7% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 15,474 | $263.7 萬 | 0.1% | −2,346−13.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,952 | $263.7 萬 | 0.1% | −550−10.0% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,220 | $265.9 萬 | 0.1% | −204−6.0% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 14,294 | $266.3 萬 | 0.1% | +381+2.7% | 加碼 | – |
| FFIVF5, Inc. | Stock | 10,117 | $269.4 萬 | 0.1% | +172+1.7% | 加碼 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 105,262 | $272.5 萬 | 0.1% | +12,914+14.0% | 加碼 | – |
| VEEVVeeva Systems Inc | Stock | 12,046 | $279.0 萬 | 0.1% | +669+5.9% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430602 | ACTIVEBETA US | 46,027 | $291.9 萬 | 0.1% | +4,726+11.4% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 15,100 | $292.9 萬 | 0.1% | +885+6.2% | 加碼 | – |
| ECLEcolab Inc. | Stock | 11,785 | $298.8 萬 | 0.1% | +382+3.3% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 60,847 | $301.9 萬 | 0.2% | +10,586+21.1% | 加碼 | – |
| WATWaters Corp | COM | 8,329 | $307.0 萬 | 0.2% | +194+2.4% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 68,749 | $311.2 萬 | 0.2% | −1,208−1.7% | 減碼 | – |
| SCHWSchwab Charles Corp | Stock | 40,214 | $314.8 萬 | 0.2% | +735+1.9% | 加碼 | 歷史 |
| STRLSterling Infrastructure, Inc. | COM | 28,130 | $318.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 14,123 | $328.7 萬 | 0.2% | +584+4.3% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 141,674 | $354.8 萬 | 0.2% | −2,942−2.0% | 減碼 | – |
| GDGeneral Dynamics Corp | Stock | 13,218 | $360.3 萬 | 0.2% | −63−0.5% | 減碼 | 歷史 |
| CICigna Group | Stock | 11,053 | $363.6 萬 | 0.2% | +242+2.2% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 65,208 | $368.2 萬 | 0.2% | +65,208 | 新進 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 47,204 | $374.7 萬 | 0.2% | −1,098−2.3% | 減碼 | – |
| EMREmerson Electric Co | Stock | 34,966 | $383.4 萬 | 0.2% | −392−1.1% | 減碼 | 歷史 |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 67,094 | $384.4 萬 | 0.2% | +5,583+9.1% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 48,951 | $386.4 萬 | 0.2% | −1,115−2.2% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 16,652 | $388.4 萬 | 0.2% | +2,299+16.0% | 加碼 | 歷史 |
| YUMYum Brands Inc | Stock | 24,877 | $391.5 萬 | 0.2% | +233+0.9% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 16,667 | $393.7 萬 | 0.2% | +364+2.2% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 61,887 | $399.3 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,802 | $412.7 萬 | 0.2% | +726+9.0% | 加碼 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 44,614 | $414.0 萬 | 0.2% | −3,276−6.8% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 13,817 | $423.8 萬 | 0.2% | −3,108−18.4% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 15,962 | $428.3 萬 | 0.2% | +90+0.6% | 加碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 92,471 | $456.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| COFCapital One Financial Corp | Stock | 25,732 | $461.4 萬 | 0.2% | −650−2.5% | 減碼 | 歷史 |
| DOWDow Inc. | Stock | 136,734 | $477.5 萬 | 0.2% | +6,770+5.2% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 80,707 | $501.2 萬 | 0.2% | −567−0.7% | 減碼 | – |
| BKNGBooking Holdings Inc. | Stock | 1,103 | $508.3 萬 | 0.3% | −54−4.7% | 減碼 | 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 |