Linscomb & Williams, Inc.
- SEC CIK
- 0001313294
- 最新申報
- 2026/7/31
2025 年第 2 季到 2025 年第 3 季的持倉變化
只比多頭部位,依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 15 檔
- 估計 +$932.3 萬
- 加碼
- 120 檔
- 估計 +$4,256 萬
- 減碼
- 126 檔
- 估計 −$3,287 萬
- 清倉
- 12 檔
- 估計 −$781.4 萬
總值從 $21.8 億變成 $23.2 億(+$1.46 億 (+6.7%)),持股從 304 檔變成 307 檔(+3)。
2025 年第 3 季全部持倉2025 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2025 年第 3 季,下面灰字是 2025 年第 2 季。兩季之間拆股的股票,2025 年第 2 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化(百分點) |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Developed Markets ETF921943858 | 加碼– | 4,263,3304,191,473 | +71,857+1.7% | $2.55 億$2.39 億 | +$430.6 萬 | 11.0%11.0% | +0.02 |
| iShares Core S&P 500 ETF464287200 | 減碼– | 310,380314,740 | −4,360−1.4% | $2.08 億$1.95 億 | −$291.8 萬 | 8.9%9.0% | −0.03 |
| iShares Core S&P Mid-Cap ETF464287507 | 加碼– | 1,590,2681,587,720 | +2,548+0.2% | $1.04 億$9,847 萬 | +$16.6 萬 | 4.5%4.5% | −0.06 |
| Invesco Exchange Traded FD T46137V613 | 加碼– | 2,124,1332,080,682 | +43,451+2.1% | $9,603 萬$8,795 萬 | +$196.4 萬 | 4.1%4.0% | +0.09 |
| WisdomTree Tr97717W505 | 減碼– | 1,828,7811,831,348 | −2,567−0.1% | $9,565 萬$9,179 萬 | −$13.4 萬 | 4.1%4.2% | −0.10 |
| iShares MSCI Eafe ETF464287465 | 減碼– | 992,4411,002,403 | −9,962−1.0% | $9,266 萬$8,960 萬 | −$93.0 萬 | 4.0%4.1% | −0.13 |
| MSFTMicrosoft Corp | 加碼歷史 | 107,011105,000 | +2,011+1.9% | $5,543 萬$5,223 萬 | +$104.2 萬 | 2.4%2.4% | −0.01 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 減碼– | 151,716152,708 | −992−0.6% | $4,979 萬$4,641 萬 | −$32.6 萬 | 2.1%2.1% | +0.01 |
| AVGOBroadcom Inc. | 減碼歷史 | 148,337157,932 | −9,595−6.1% | $4,894 萬$4,353 萬 | −$316.5 萬 | 2.1%2.0% | +0.11 |
| XOMExxonMobil Holdings Corp | 減碼歷史 | 375,519389,769 | −14,250−3.7% | $4,234 萬$4,202 萬 | −$160.7 萬 | 1.8%1.9% | −0.11 |
| AAPLApple Inc. | 加碼歷史 | 160,442152,193 | +8,249+5.4% | $4,085 萬$3,123 萬 | +$210.0 萬 | 1.8%1.4% | +0.32 |
| SPDR Series Trust78464A763 | 減碼– | 278,363283,959 | −5,596−2.0% | $3,898 萬$3,854 萬 | −$78.4 萬 | 1.7%1.8% | −0.09 |
| WisdomTree Tr97717W208 | 減碼– | 337,657345,217 | −7,560−2.2% | $3,402 萬$3,313 萬 | −$76.2 萬 | 1.5%1.5% | −0.06 |
| JPMJPMorgan Chase & Co | 減碼歷史 | 97,039106,008 | −8,969−8.5% | $3,061 萬$3,073 萬 | −$282.9 萬 | 1.3%1.4% | −0.09 |
| LRCXLam Research Corp | 減碼歷史 | 165,656167,083 | −1,427−0.9% | $2,218 萬$1,626 萬 | −$19.1 萬 | 1.0%0.7% | +0.21 |
| WSMWilliams Sonoma Inc | 減碼歷史 | 108,453110,547 | −2,094−1.9% | $2,120 萬$1,806 萬 | −$40.9 萬 | 0.9%0.8% | +0.08 |
| ABBVAbbVie Inc. | 減碼歷史 | 88,71090,165 | −1,455−1.6% | $2,054 萬$1,674 萬 | −$33.7 萬 | 0.9%0.8% | +0.12 |
| AMZNAmazon Com Inc | 加碼歷史 | 87,81283,822 | +3,990+4.8% | $1,928 萬$1,839 萬 | +$87.6 萬 | 0.8%0.8% | −0.01 |
| RTXRTX Corp | 減碼歷史 | 104,729106,334 | −1,605−1.5% | $1,752 萬$1,553 萬 | −$26.9 萬 | 0.8%0.7% | +0.04 |
| CMICummins Inc | 減碼歷史 | 38,46639,042 | −576−1.5% | $1,625 萬$1,279 萬 | −$24.3 萬 | 0.7%0.6% | +0.11 |
| BLKBlackRock, Inc. | 加碼歷史 | 13,75513,721 | +34+0.2% | $1,604 萬$1,440 萬 | +$3.96 萬 | 0.7%0.7% | +0.03 |
| BACBank of America Corp | 加碼歷史 | 310,151309,736 | +415+0.1% | $1,600 萬$1,466 萬 | +$2.14 萬 | 0.7%0.7% | +0.02 |
| American Centy ETF Tr025072364 | 加碼– | 232,249160,875 | +71,374+44.4% | $1,566 萬$1,001 萬 | +$481.3 萬 | 0.7%0.5% | +0.21 |
| QCOMQualcomm Inc | 加碼歷史 | 87,76786,726 | +1,041+1.2% | $1,460 萬$1,381 萬 | +$17.3 萬 | 0.6%0.6% | −0.01 |
| ABTAbbott Laboratories | 減碼歷史 | 107,211108,188 | −977−0.9% | $1,436 萬$1,471 萬 | −$13.1 萬 | 0.6%0.7% | −0.06 |
| CCitigroup Inc | 減碼歷史 | 141,205142,905 | −1,700−1.2% | $1,433 萬$1,216 萬 | −$17.3 萬 | 0.6%0.6% | +0.06 |
| JNJJohnson & Johnson | 加碼歷史 | 76,59675,599 | +997+1.3% | $1,420 萬$1,155 萬 | +$18.5 萬 | 0.6%0.5% | +0.08 |
| VVisa Inc. | 加碼歷史 | 41,29340,162 | +1,131+2.8% | $1,410 萬$1,426 萬 | +$38.6 萬 | 0.6%0.7% | −0.05 |
| T Rowe Price Exchange-Traded87283Q107 | 加碼– | 281,655249,386 | +32,269+12.9% | $1,377 萬$1,131 萬 | +$157.7 萬 | 0.6%0.5% | +0.07 |
| Fidelity Merrimack STR Tr316188309 | 加碼– | 296,818243,052 | +53,766+22.1% | $1,372 萬$1,112 萬 | +$248.6 萬 | 0.6%0.5% | +0.08 |
| GOOGLAlphabet Inc. | 加碼歷史 | 56,06855,496 | +572+1.0% | $1,363 萬$978.0 萬 | +$13.9 萬 | 0.6%0.4% | +0.14 |
| Vanguard Index FDS922908652 | 減碼– | 64,83466,666 | −1,832−2.7% | $1,357 萬$1,285 萬 | −$38.4 萬 | 0.6%0.6% | −0.01 |
| GOOGAlphabet Inc. | 加碼歷史 | 54,34853,651 | +697+1.3% | $1,324 萬$951.7 萬 | +$17.0 萬 | 0.6%0.4% | +0.13 |
| PMPhilip Morris International Inc. | 減碼歷史 | 81,29782,471 | −1,174−1.4% | $1,319 萬$1,502 萬 | −$19.0 萬 | 0.6%0.7% | −0.12 |
| WisdomTree Tr97717W315 | 減碼– | 283,026285,552 | −2,526−0.9% | $1,302 萬$1,293 萬 | −$11.6 萬 | 0.6%0.6% | −0.03 |
| ORCLOracle Corp | 加碼歷史 | 46,23645,162 | +1,074+2.4% | $1,300 萬$987.4 萬 | +$30.2 萬 | 0.6%0.5% | +0.11 |
| CSCOCisco Systems, Inc. | 加碼歷史 | 189,317188,986 | +331+0.2% | $1,295 萬$1,311 萬 | +$2.26 萬 | 0.6%0.6% | −0.04 |
| CVXChevron Corp | 減碼歷史 | 83,24283,699 | −457−0.5% | $1,293 萬$1,198 萬 | −$7.10 萬 | 0.6%0.6% | +0.01 |
| METAMeta Platforms, Inc. | 減碼歷史 | 17,21618,218 | −1,002−5.5% | $1,264 萬$1,345 萬 | −$73.6 萬 | 0.5%0.6% | −0.07 |
| NSCNorfolk Southern Corp | 加碼歷史 | 41,87841,020 | +858+2.1% | $1,258 萬$1,050 萬 | +$25.8 萬 | 0.5%0.5% | +0.06 |
| iShares Tr464288448 | 減碼– | 342,452351,438 | −8,986−2.6% | $1,252 萬$1,213 萬 | −$32.8 萬 | 0.5%0.6% | −0.02 |
| KMIKinder Morgan, Inc. | 加碼歷史 | 437,296435,236 | +2,060+0.5% | $1,238 萬$1,280 萬 | +$5.83 萬 | 0.5%0.6% | −0.05 |
| MCDMcDonalds Corp | 加碼歷史 | 40,48540,266 | +219+0.5% | $1,230 萬$1,176 萬 | +$6.66 萬 | 0.5%0.5% | −0.01 |
| LMTLockheed Martin Corp | 加碼歷史 | 24,14623,791 | +355+1.5% | $1,205 萬$1,102 萬 | +$17.7 萬 | 0.5%0.5% | +0.01 |
| WMBWilliams Companies, Inc. | 加碼歷史 | 188,904185,565 | +3,339+1.8% | $1,197 萬$1,166 萬 | +$21.2 萬 | 0.5%0.5% | −0.02 |
| Vanguard High Dividend Yield Index ETF921946406 | 減碼– | 82,73287,515 | −4,783−5.5% | $1,166 萬$1,167 萬 | −$67.4 萬 | 0.5%0.5% | −0.03 |
| DUKDuke Energy CORP | 加碼歷史 | 91,42790,028 | +1,399+1.6% | $1,131 萬$1,062 萬 | +$17.3 萬 | 0.5%0.5% | 0.00 |
| DGDollar General Corp | 減碼歷史 | 109,053110,344 | −1,291−1.2% | $1,127 萬$1,262 萬 | −$13.3 萬 | 0.5%0.6% | −0.09 |
| Dimensional ETF Trust25434V666 | 加碼– | 334,712277,873 | +56,839+20.5% | $1,101 萬$862.0 萬 | +$187.0 萬 | 0.5%0.4% | +0.08 |
| AMGNAmgen Inc | 加碼歷史 | 38,74138,104 | +637+1.7% | $1,093 萬$1,064 萬 | +$18.0 萬 | 0.5%0.5% | −0.02 |
| AMTAmerican Tower Corp | 加碼歷史 | 54,25053,696 | +554+1.0% | $1,043 萬$1,187 萬 | +$10.7 萬 | 0.4%0.5% | −0.10 |
| METMetlife Inc | 加碼歷史 | 124,759124,180 | +579+0.5% | $1,028 萬$998.7 萬 | +$4.77 萬 | 0.4%0.5% | −0.02 |
| MAMastercard Inc | 加碼歷史 | 17,51317,183 | +330+1.9% | $996.1 萬$965.6 萬 | +$18.8 萬 | 0.4%0.4% | −0.01 |
| iShares Select Dividend ETF464287168 | 減碼– | 65,65468,011 | −2,357−3.5% | $932.9 萬$903.2 萬 | −$33.5 萬 | 0.4%0.4% | −0.01 |
| WisdomTree Tr97717W562 | 減碼– | 164,543171,819 | −7,276−4.2% | $919.3 萬$875.6 萬 | −$40.7 萬 | 0.4%0.4% | −0.01 |
| SPYSPDR S&P 500 ETF Trust | 減碼歷史 | 13,71514,014 | −299−2.1% | $913.7 萬$865.9 萬 | −$19.9 萬 | 0.4%0.4% | 0.00 |
| MRKMerck & Co., Inc. | 加碼歷史 | 106,691102,414 | +4,277+4.2% | $895.5 萬$810.7 萬 | +$35.9 萬 | 0.4%0.4% | +0.01 |
| NEENextera Energy Inc | 加碼歷史 | 117,723116,128 | +1,595+1.4% | $888.7 萬$806.2 萬 | +$12.0 萬 | 0.4%0.4% | +0.01 |
| HONHoneywell International Inc | 加碼歷史 | 41,94341,410 | +533+1.3% | $882.9 萬$964.4 萬 | +$11.2 萬 | 0.4%0.4% | −0.06 |
| ACNAccenture plc | 減碼歷史 | 35,63036,378 | −748−2.1% | $878.6 萬$1,087 萬 | −$18.4 萬 | 0.4%0.5% | −0.12 |
| PEPPepsiCo Inc | 加碼歷史 | 61,79961,467 | +332+0.5% | $867.9 萬$811.6 萬 | +$4.66 萬 | 0.4%0.4% | 0.00 |
| EPDEnterprise Products Partners L.P. | 加碼歷史 | 276,016272,561 | +3,455+1.3% | $863.1 萬$845.2 萬 | +$10.8 萬 | 0.4%0.4% | −0.02 |
| iShares Russell 1000 Growth ETF464287614 | 減碼– | 18,07819,242 | −1,164−6.0% | $846.8 萬$817.0 萬 | −$54.5 萬 | 0.4%0.4% | −0.01 |
| VZVerizon Communications Inc | 加碼歷史 | 189,747186,838 | +2,909+1.6% | $833.9 萬$808.4 萬 | +$12.8 萬 | 0.4%0.4% | −0.01 |
| J P Morgan Exchange Traded F46641Q308 | 減碼– | 138,096142,867 | −4,771−3.3% | $814.7 萬$806.0 萬 | −$28.1 萬 | 0.4%0.4% | −0.02 |
| MDTMedtronic plc | 加碼歷史 | 83,41581,305 | +2,110+2.6% | $794.4 萬$708.7 萬 | +$20.1 萬 | 0.3%0.3% | +0.02 |
| MSMorgan Stanley | 加碼歷史 | 47,75144,785 | +2,966+6.6% | $759.0 萬$630.8 萬 | +$47.1 萬 | 0.3%0.3% | +0.04 |
| NVDANVIDIA Corp | 加碼歷史 | 40,31235,538 | +4,774+13.4% | $752.1 萬$561.5 萬 | +$89.1 萬 | 0.3%0.3% | +0.07 |
| PANWPalo Alto Networks Inc | 減碼歷史 | 36,52937,962 | −1,433−3.8% | $743.8 萬$776.9 萬 | −$29.2 萬 | 0.3%0.4% | −0.04 |
| TFCTruist Financial Corp | 加碼歷史 | 159,996158,329 | +1,667+1.1% | $731.5 萬$680.7 萬 | +$7.62 萬 | 0.3%0.3% | 0.00 |
| Vanguard Scottsdale FDS92206C599 | 減碼– | 24,45726,427 | −1,970−7.5% | $719.8 萬$720.8 萬 | −$58.0 萬 | 0.3%0.3% | −0.02 |
| iShares Tr46434V456 | 減碼– | 162,232177,452 | −15,220−8.6% | $716.9 萬$766.9 萬 | −$67.3 萬 | 0.3%0.4% | −0.04 |
| iShares Tr464287234 | 減碼– | 133,485134,764 | −1,279−0.9% | $712.8 萬$650.1 萬 | −$6.83 萬 | 0.3%0.3% | +0.01 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | 加碼– | 76,27659,663 | +16,613+27.8% | $712.0 萬$550.0 萬 | +$155.1 萬 | 0.3%0.3% | +0.05 |
| MDYSPDR S&P Midcap 400 ETF Trust | 減碼歷史 | 11,28011,481 | −201−1.8% | $672.3 萬$650.4 萬 | −$12.0 萬 | 0.3%0.3% | −0.01 |
| PAGPPlains GP Holdings LP | 加碼歷史 | 367,612362,786 | +4,826+1.3% | $670.5 萬$704.9 萬 | +$8.80 萬 | 0.3%0.3% | −0.04 |
| Vanguard Whitehall FDS921946794 | 減碼– | 78,05179,669 | −1,618−2.0% | $660.9 萬$638.2 萬 | −$13.7 萬 | 0.3%0.3% | −0.01 |
| STRLSterling Infrastructure, Inc. | 減碼歷史 | 19,19626,130 | −6,934−26.5% | $652.0 萬$602.9 萬 | −$235.5 萬 | 0.3%0.3% | 0.00 |
| PFEPfizer Inc | 加碼歷史 | 254,263248,067 | +6,196+2.5% | $647.9 萬$601.3 萬 | +$15.8 萬 | 0.3%0.3% | 0.00 |
| iShares Core U.S. Aggregate Bond ETF464287226 | 加碼– | 64,59164,063 | +528+0.8% | $647.5 萬$635.5 萬 | +$5.29 萬 | 0.3%0.3% | −0.01 |
| GISGeneral Mills Inc | 加碼歷史 | 125,790121,076 | +4,714+3.9% | $634.2 萬$627.3 萬 | +$23.8 萬 | 0.3%0.3% | −0.02 |
| iShares Russell 1000 Value ETF464287598 | 減碼– | 31,05331,857 | −804−2.5% | $632.2 萬$618.8 萬 | −$16.4 萬 | 0.3%0.3% | −0.01 |
| SYKStryker Corp | 加碼歷史 | 16,47816,340 | +138+0.8% | $609.1 萬$646.5 萬 | +$5.10 萬 | 0.3%0.3% | −0.03 |
| FISFidelity National Information Services, Inc. | 加碼歷史 | 92,30387,993 | +4,310+4.9% | $608.6 萬$716.3 萬 | +$28.4 萬 | 0.3%0.3% | −0.07 |
| AWKAmerican Water Works Company, Inc. | 加碼歷史 | 43,57042,033 | +1,537+3.7% | $606.4 萬$584.7 萬 | +$21.4 萬 | 0.3%0.3% | −0.01 |
| BKNGBooking Holdings Inc. | 減碼歷史 | 1,1191,122 | −3−0.3% | $604.4 萬$649.8 萬 | −$1.62 萬 | 0.3%0.3% | −0.04 |
| APDAir Products & Chemicals, Inc. | 加碼歷史 | 21,86520,444 | +1,421+7.0% | $596.3 萬$576.6 萬 | +$38.8 萬 | 0.3%0.3% | −0.01 |
| COSTCostco Wholesale Corp | 減碼歷史 | 6,4336,453 | −20−0.3% | $595.5 萬$638.8 萬 | −$1.85 萬 | 0.3%0.3% | −0.04 |
| WisdomTree Tr97717X651 | 減碼– | 118,078125,384 | −7,306−5.8% | $590.2 萬$583.7 萬 | −$36.5 萬 | 0.3%0.3% | −0.01 |
| CCICrown Castle Inc. | 加碼歷史 | 61,11358,122 | +2,991+5.1% | $589.7 萬$597.1 萬 | +$28.9 萬 | 0.3%0.3% | −0.02 |
| NKENIKE, Inc. | 加碼歷史 | 83,86183,635 | +226+0.3% | $584.8 萬$594.1 萬 | +$1.58 萬 | 0.3%0.3% | −0.02 |
| COFCapital One Financial Corp | 減碼歷史 | 27,05127,338 | −287−1.0% | $575.1 萬$581.6 萬 | −$6.10 萬 | 0.2%0.3% | −0.02 |
| CTVACorteva, Inc. | 減碼歷史 | 83,26684,162 | −896−1.1% | $563.1 萬$627.3 萬 | −$6.06 萬 | 0.2%0.3% | −0.05 |
| LNGCheniere Energy, Inc. | 減碼歷史 | 23,36923,399 | −30−0.1% | $549.1 萬$569.8 萬 | −$7,049.33 | 0.2%0.3% | −0.03 |
| John Hancock Exchange Traded47804J206 | 加碼– | 84,06370,001 | +14,062+20.1% | $543.8 萬$427.9 萬 | +$91.0 萬 | 0.2%0.2% | +0.04 |
| Invesco QQQ Trust Series I46090E103 | 加碼– | 8,8268,427 | +399+4.7% | $529.9 萬$464.8 萬 | +$24.0 萬 | 0.2%0.2% | +0.01 |
| Vanguard Star FDS921909768 | 減碼– | 72,09079,137 | −7,047−8.9% | $529.6 萬$546.8 萬 | −$51.8 萬 | 0.2%0.3% | −0.02 |
| LOWLowes Companies Inc | 加碼歷史 | 19,89317,435 | +2,458+14.1% | $499.9 萬$386.8 萬 | +$61.8 萬 | 0.2%0.2% | +0.04 |
| GDGeneral Dynamics Corp | 減碼歷史 | 14,23414,244 | −10−0.1% | $485.4 萬$415.4 萬 | −$3,409.91 | 0.2%0.2% | +0.02 |
| EMREmerson Electric Co | 加碼歷史 | 36,88636,494 | +392+1.1% | $483.9 萬$486.6 萬 | +$5.14 萬 | 0.2%0.2% | −0.02 |
估計買賣金額是股數的變化乘上申報隱含的季末價(市值除以股數):新進用這一季的市值,清倉用上一季的市值,只有本金(PRN)的部位算不出來。13F 只有季末的持股,看不出季中的買賣時點與成交價。