Linscomb & Williams, Inc.
- SEC CIK
- 0001313294
- 最新申報
- 2026/7/31
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/4 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 304
- 較 2025 年第 1 季 +12
- 總值
- $21.8 億
- 較 2025 年第 1 季 +$1.68 億 (+8.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $72.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MVFBlackRock Munivest Fund, Inc. | COM | 111,100 | $73.1 萬 | <0.1% | +111,100 | 新進 | 歷史 |
| ALLAllstate Corp | Stock | 3,723 | $75.0 萬 | <0.1% | −356−8.7% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 9,467 | $75.8 萬 | <0.1% | −118−1.2% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 8,309 | $76.3 萬 | <0.1% | −2,566−23.6% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 5,332 | $77.6 萬 | <0.1% | −30−0.6% | 減碼 | 歷史 |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 97,000 | $77.8 萬 | <0.1% | +97,000 | 新進 | 歷史 |
| SUNSunoco LP | COM UT REP LP | 14,740 | $79.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 13,493 | $79.1 萬 | <0.1% | −89−0.7% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,494 | $79.4 萬 | <0.1% | −122−2.6% | 減碼 | – |
| VLOValero Energy Corp | Stock | 6,020 | $80.9 萬 | <0.1% | −11−0.2% | 減碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 7,627 | $81.1 萬 | <0.1% | −364−4.6% | 減碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 6,171 | $81.5 萬 | <0.1% | 00.0% | 不變 | – |
| OKEONEOK Inc | COM | 10,012 | $81.7 萬 | <0.1% | −10−0.1% | 減碼 | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 15,948 | $82.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KIMKimco Realty Corp | COM | 39,131 | $82.3 萬 | <0.1% | −1,032−2.6% | 減碼 | 歷史 |
| GWREGuidewire Software, Inc. | COM | 3,530 | $83.1 萬 | <0.1% | +30+0.9% | 加碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 2,615 | $83.7 萬 | <0.1% | −25−0.9% | 減碼 | 歷史 |
| VMCVulcan Materials CO | COM | 3,230 | $84.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FASTFastenal Co | Stock | 20,277 | $85.2 萬 | <0.1% | 00.0% | 不變依 2 比 1 拆股換算 | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 20,540 | $86.0 萬 | <0.1% | 00.0% | 不變 | – |
| CLMTCalumet, Inc. | COM | 55,889 | $88.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 2,541 | $90.7 萬 | <0.1% | −100−3.8% | 減碼 | 歷史 |
| SPDR Series Trust78468R721 | STATE STREET SPD | 20,500 | $91.6 萬 | <0.1% | 00.0% | 不變 | – |
| KKRKKR & Co. Inc. | COM | 7,014 | $93.3 萬 | <0.1% | −419−5.6% | 減碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 13,604 | $93.3 萬 | <0.1% | −1,304−8.7% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 8,557 | $93.5 萬 | <0.1% | −8−0.1% | 減碼 | – |
| AXPAmerican Express Co | Stock | 2,944 | $93.9 萬 | <0.1% | −59−2.0% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E651 | GLOBAL WATER | 21,335 | $95.3 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,037 | $97.6 萬 | <0.1% | 00.0% | 不變 | – |
| EXPEagle Materials Inc | COM | 4,840 | $97.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 13,326 | $98.1 萬 | <0.1% | −50.0% | 減碼 | – |
| COPConocoPhillips | Stock | 11,097 | $99.6 萬 | <0.1% | +5,760+107.9% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 5,999 | $99.6 萬 | <0.1% | +198+3.4% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 4,362 | $99.8 萬 | <0.1% | −43−1.0% | 減碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 4,059 | $100.1 萬 | <0.1% | −52−1.3% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 6,855 | $102.5 萬 | <0.1% | −244−3.4% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 16,187 | $103.5 萬 | <0.1% | −2,730−14.4% | 減碼 | – |
| GILDGilead Sciences, Inc. | Stock | 10,083 | $111.8 萬 | 0.1% | −126−1.2% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 38,629 | $111.8 萬 | 0.1% | +1,962+5.4% | 加碼 | 歷史 |
| NUENucor Corp | COM | 8,631 | $111.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 38,448 | $125.5 萬 | 0.1% | +160.0% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 4,083 | $125.9 萬 | 0.1% | −250−5.8% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 4,128 | $131.1 萬 | 0.1% | −37−0.9% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 38,579 | $137.7 萬 | 0.1% | −115,759−75.0% | 減碼 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 127,291 | $139.0 萬 | 0.1% | +127,291 | 新進 | 歷史 |
| BAXBaxter International Inc | Stock | 46,009 | $139.3 萬 | 0.1% | +6,058+15.2% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,189 | $139.8 萬 | 0.1% | +563+21.4% | 加碼 | – |
| CQPCheniere Energy Partners, L.P. | COM UNIT | 25,000 | $140.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 14,599 | $142.7 萬 | 0.1% | −3,074−17.4% | 減碼 | 歷史 |
| SSBSouthState Bank Corp | COM | 15,659 | $144.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 31,474 | $145.5 萬 | 0.1% | +961+3.1% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 15,868 | $145.9 萬 | 0.1% | −1,688−9.6% | 減碼 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 80,626 | $146.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 24,416 | $155.6 萬 | 0.1% | +24,416 | 新進 | – |
| KOCoca Cola Co | Stock | 23,907 | $169.1 萬 | 0.1% | −1,432−5.7% | 減碼 | 歷史 |
| KEXKirby Corp | COM | 15,488 | $175.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 23,172 | $201.3 萬 | 0.1% | −1,181−4.8% | 減碼 | – |
| BDXBecton Dickinson & Co | Stock | 11,745 | $202.3 萬 | 0.1% | +890+8.2% | 加碼 | 歷史 |
| EFXEquifax Inc | COM | 7,835 | $203.2 萬 | 0.1% | +794+11.3% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 7,353 | $216.7 萬 | 0.1% | −568−7.2% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 23,362 | $218.0 萬 | 0.1% | +1,504+6.9% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,879 | $220.3 萬 | 0.1% | −76−1.9% | 減碼 | – |
| TJXTJX Companies Inc | Stock | 18,591 | $229.6 萬 | 0.1% | −80.0% | 減碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 14,362 | $233.6 萬 | 0.1% | +1,068+8.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 6,424 | $235.5 萬 | 0.1% | −206−3.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 14,917 | $237.6 萬 | 0.1% | −557−3.6% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,007 | $243.2 萬 | 0.1% | +55+1.1% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,269 | $254.8 萬 | 0.1% | +49+1.5% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 12,315 | $255.7 萬 | 0.1% | −1,239−9.1% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 35,027 | $260.3 萬 | 0.1% | +3,214+10.1% | 加碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 33,403 | $260.6 萬 | 0.1% | +3,298+11.0% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 34,255 | $265.1 萬 | 0.1% | +3,703+12.1% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 9,680 | $270.9 萬 | 0.1% | −60−0.6% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 13,548 | $277.3 萬 | 0.1% | −1,552−10.3% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 14,421 | $281.2 萬 | 0.1% | +127+0.9% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 20,830 | $295.6 萬 | 0.1% | +2,776+15.4% | 加碼 | 歷史 |
| WATWaters Corp | COM | 8,737 | $305.0 萬 | 0.1% | +408+4.9% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 62,427 | $306.1 萬 | 0.1% | +1,580+2.6% | 加碼 | – |
| FFIVF5, Inc. | Stock | 10,868 | $319.9 萬 | 0.1% | +751+7.4% | 加碼 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 110,511 | $319.9 萬 | 0.1% | +5,249+5.0% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 66,215 | $327.5 萬 | 0.2% | −2,534−3.7% | 減碼 | – |
| NOWServiceNow, Inc. | Stock | 3,223 | $331.4 萬 | 0.2% | +236+7.9% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430602 | ACTIVEBETA US | 48,556 | $333.1 萬 | 0.2% | +2,529+5.5% | 加碼 | – |
| ECLEcolab Inc. | Stock | 12,588 | $339.2 萬 | 0.2% | +803+6.8% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 43,865 | $348.7 萬 | 0.2% | −5,086−10.4% | 減碼 | – |
| VEEVVeeva Systems Inc | Stock | 12,619 | $363.4 萬 | 0.2% | +573+4.8% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 14,161 | $364.5 萬 | 0.2% | +1,577+12.5% | 加碼 | 歷史 |
| CICigna Group | Stock | 11,506 | $380.4 萬 | 0.2% | +453+4.1% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 144,257 | $382.0 萬 | 0.2% | +7,523+5.5% | 加碼 | 歷史 |
| YUMYum Brands Inc | Stock | 25,968 | $384.8 萬 | 0.2% | +1,091+4.4% | 加碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 46,995 | $386.0 萬 | 0.2% | −209−0.4% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 17,435 | $386.8 萬 | 0.2% | +783+4.7% | 加碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 92,519 | $388.7 萬 | 0.2% | +48+0.1% | 加碼 | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 14,875 | $390.5 萬 | 0.2% | +752+5.3% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 55,887 | $390.7 萬 | 0.2% | −6,000−9.7% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 134,766 | $393.7 萬 | 0.2% | −6,908−4.9% | 減碼 | – |
| SCHWSchwab Charles Corp | Stock | 43,776 | $399.4 萬 | 0.2% | +3,562+8.9% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 67,262 | $403.9 萬 | 0.2% | +2,054+3.1% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 17,602 | $405.0 萬 | 0.2% | +935+5.6% | 加碼 | 歷史 |
2025 年第 1 季之後清倉（5 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464288414 | NATIONAL MUN ETF | 4,152 | $43.8 萬 | <0.1% | – |
| iShares Semiconductor ETF464287523 | ETF | 1,311 | $24.7 萬 | <0.1% | – |
| ROKRockwell Automation, Inc | Stock | 854 | $22.1 萬 | <0.1% | 歷史 |
| CVSCVS Health Corp | Stock | 3,169 | $21.5 萬 | <0.1% | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 1,889 | $20.6 萬 | <0.1% | 歷史 |