Linscomb & Williams, Inc.
- SEC CIK
- 0001313294
- 最新申報
- 2026/7/31
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/5 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 307
- 較 2025 年第 2 季 +3
- 總值
- $23.2 億
- 較 2025 年第 2 季 +$1.46 億 (+6.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SERSerina Therapeutics, Inc. | COM SHS | 18,800 | $10.1 萬 | <0.1% | +18,800 | 新進 | 歷史 |
| SYYSysco Corp | Stock | 2,430 | $20.0 萬 | <0.1% | −442−15.4% | 減碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 2,390 | $20.1 萬 | <0.1% | +16+0.7% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 1,901 | $20.2 萬 | <0.1% | +1,901 | 新進 | – |
| RDDTReddit, Inc. | Stock | 885 | $20.4 萬 | <0.1% | +885 | 新進 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,715 | $20.7 萬 | <0.1% | +1,715 | 新進 | – |
| SHELShell plc | ADR | 2,934 | $21.0 萬 | <0.1% | −149−4.8% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 1,892 | $21.3 萬 | <0.1% | +1,892 | 新進 | 歷史 |
| BHEBenchmark Electronics Inc | COM | 5,625 | $21.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CPTCamden Property Trust | REIT | 2,046 | $21.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 508 | $22.1 萬 | <0.1% | +508 | 新進 | – |
| TELTE Connectivity plc | Stock | 1,017 | $22.3 萬 | <0.1% | +1,017 | 新進 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,566 | $22.4 萬 | <0.1% | −1,025−28.5% | 減碼 | – |
| TRVTravelers Companies, Inc. | Stock | 804 | $22.4 萬 | <0.1% | −14−1.7% | 減碼 | 歷史 |
| MMM3M Co | Stock | 1,500 | $23.3 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 4,858 | $23.5 萬 | <0.1% | −468−8.8% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 681 | $23.5 萬 | <0.1% | −25−3.5% | 減碼 | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 4,909 | $23.7 萬 | <0.1% | 00.0% | 不變 | – |
| TTETotalEnergies SE | SPONSORED ADS | 3,995 | $23.8 萬 | <0.1% | −742−15.7% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 3,056 | $23.9 萬 | <0.1% | −189−5.8% | 減碼 | – |
| SEZLSezzle Inc. | COM | 3,078 | $24.5 萬 | <0.1% | +3,078 | 新進 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 829 | $24.7 萬 | <0.1% | 00.0% | 不變 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 4,655 | $25.1 萬 | <0.1% | +4,655 | 新進 | – |
| IAGIamgold Corp | COM | 20,000 | $25.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 3,253 | $26.0 萬 | <0.1% | 00.0% | 不變 | – |
| TTWOTake Two Interactive Software Inc | COM | 1,020 | $26.4 萬 | <0.1% | +19+1.9% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 387 | $26.4 萬 | <0.1% | +7+1.8% | 加碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 3,479 | $26.7 萬 | <0.1% | 00.0% | 不變 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 2,661 | $26.8 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 4,410 | $27.2 萬 | <0.1% | 00.0% | 不變 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 982 | $27.4 萬 | <0.1% | +71+7.8% | 加碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 854 | $27.6 萬 | <0.1% | +854 | 新進 | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 6,137 | $27.7 萬 | <0.1% | 00.0% | 不變 | – |
| IBOCInternational Bancshares Corp | COM | 4,077 | $28.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SHOPShopify Inc. | Stock | 1,918 | $28.5 萬 | <0.1% | +1,918 | 新進 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 1,966 | $28.6 萬 | <0.1% | +80+4.2% | 加碼 | – |
| NOCNorthrop Grumman Corp | Stock | 472 | $28.8 萬 | <0.1% | +2+0.4% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 6,085 | $28.9 萬 | <0.1% | −1,624−21.1% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 6,805 | $29.1 萬 | <0.1% | −152−2.2% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 5,020 | $29.2 萬 | <0.1% | 00.0% | 不變 | – |
| CEGConstellation Energy Corp | Stock | 904 | $29.8 萬 | <0.1% | +904 | 新進 | 歷史 |
| BABoeing Co | Stock | 1,400 | $30.2 萬 | <0.1% | −28−2.0% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 437 | $30.5 萬 | <0.1% | +437 | 新進 | 歷史 |
| SLBSLB Limited | Stock | 8,990 | $30.9 萬 | <0.1% | −1,408−13.5% | 減碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,785 | $31.6 萬 | <0.1% | −55−3.0% | 減碼 | – |
| MAINMain Street Capital CORP | CEF | 5,000 | $31.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AONAon plc | CL A | 912 | $32.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 14,116 | $32.9 萬 | <0.1% | −549−3.7% | 減碼 | – |
| ELANElanco Animal Health Inc | COM | 16,348 | $32.9 萬 | <0.1% | +132+0.8% | 加碼 | 歷史 |
| Fidelity Covington Trust316092816 | MOMENTUM FACTR | 4,000 | $33.3 萬 | <0.1% | 00.0% | 不變 | – |
| OBKOrigin Bancorp, Inc. | COM | 9,776 | $33.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 3,743 | $34.2 萬 | <0.1% | +276+8.0% | 加碼 | – |
| BNYBank of New York Mellon Corp | Stock | 3,160 | $34.4 萬 | <0.1% | +36+1.2% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 3,851 | $34.5 萬 | <0.1% | +34+0.9% | 加碼 | 歷史 |
| LUVSouthwest Airlines Co | COM | 10,906 | $34.8 萬 | <0.1% | −542−4.7% | 減碼 | 歷史 |
| SAPSAP SE | ADR | 1,318 | $35.2 萬 | <0.1% | −5−0.4% | 減碼 | 歷史 |
| Fidelity Covington Trust316092204 | MSCI CONSM DIS | 3,455 | $35.5 萬 | <0.1% | 00.0% | 不變 | – |
| DOWDow Inc. | Stock | 15,563 | $35.7 萬 | <0.1% | −128,694−89.2% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,794 | $36.4 萬 | <0.1% | −161−4.1% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 7,386 | $37.5 萬 | <0.1% | −171−2.3% | 減碼 | – |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 8,690 | $37.5 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 504 | $37.7 萬 | <0.1% | 00.0% | 不變 | – |
| STXSeagate Technology Holdings plc | ORD SHS | 1,659 | $39.2 萬 | <0.1% | −151−8.3% | 減碼 | 歷史 |
| LNTAlliant Energy Corp | Stock | 5,886 | $39.7 萬 | <0.1% | +6+0.1% | 加碼 | 歷史 |
| IESCIES Holdings, Inc. | COM | 1,000 | $39.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TDYTeledyne Technologies Inc | COM | 695 | $40.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 2,037 | $40.9 萬 | <0.1% | +23+1.1% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 860 | $41.8 萬 | <0.1% | −21−2.4% | 減碼 | 歷史 |
| HRLHormel Foods Corp | COM | 17,111 | $42.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 1,562 | $44.1 萬 | <0.1% | +8+0.5% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 7,347 | $44.9 萬 | <0.1% | −248−3.3% | 減碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,187 | $45.0 萬 | <0.1% | −144−10.8% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 5,709 | $45.1 萬 | <0.1% | +210+3.8% | 加碼 | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 2,080 | $46.2 萬 | <0.1% | 00.0% | 不變 | – |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 12,068 | $47.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | Stock | 999 | $47.5 萬 | <0.1% | +252+33.7% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 5,747 | $48.6 萬 | <0.1% | −376−6.1% | 減碼 | 歷史 |
| TRGPTarga Resources Corp. | COM | 2,956 | $49.5 萬 | <0.1% | +175+6.3% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 1,089 | $49.8 萬 | <0.1% | −19−1.7% | 減碼 | 歷史 |
| IRMIron Mountain Inc | COM | 4,969 | $50.7 萬 | <0.1% | −51−1.0% | 減碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 6,430 | $53.1 萬 | <0.1% | 00.0% | 不變 | – |
| PSAPublic Storage | COM | 1,844 | $53.3 萬 | <0.1% | −31−1.7% | 減碼 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 7,986 | $55.4 萬 | <0.1% | +800+11.1% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 5,166 | $56.2 萬 | <0.1% | +7+0.1% | 加碼 | – |
| CWCurtiss Wright Corp | Stock | 1,051 | $57.1 萬 | <0.1% | −30−2.8% | 減碼 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 3,526 | $58.0 萬 | <0.1% | 00.0% | 不變 | – |
| MDLZMondelez International, Inc. | Stock | 9,358 | $58.5 萬 | <0.1% | −11−0.1% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 3,237 | $59.0 萬 | <0.1% | +36+1.1% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 12,062 | $60.9 萬 | <0.1% | −60.0% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 6,304 | $61.7 萬 | <0.1% | −813−11.4% | 減碼 | – |
| OKEONEOK Inc | COM | 8,516 | $62.1 萬 | <0.1% | −1,496−14.9% | 減碼 | 歷史 |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 8,600 | $63.2 萬 | <0.1% | 00.0% | 不變 | – |
| CNPCenterpoint Energy Inc | COM | 16,497 | $64.0 萬 | <0.1% | −418−2.5% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 6,143 | $64.2 萬 | <0.1% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 541 | $64.9 萬 | <0.1% | +12+2.3% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,339 | $64.9 萬 | <0.1% | −12−0.9% | 減碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 3,267 | $67.5 萬 | <0.1% | −127−3.7% | 減碼 | – |
| PAYXPaychex Inc | Stock | 5,344 | $67.7 萬 | <0.1% | +12+0.2% | 加碼 | 歷史 |
| STELStellar Bancorp, Inc. | COM | 22,712 | $68.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 5,096 | $69.3 萬 | <0.1% | +6+0.1% | 加碼 | 歷史 |
2025 年第 2 季之後清倉（12 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CTSHCognizant Technology Solutions Corp | CL A | 33,403 | $260.6 萬 | 0.1% | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 127,291 | $139.0 萬 | 0.1% | 歷史 |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 97,000 | $77.8 萬 | <0.1% | 歷史 |
| MVFBlackRock Munivest Fund, Inc. | COM | 111,100 | $73.1 萬 | <0.1% | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 2,100 | $47.2 萬 | <0.1% | – |
| BLEBlackRock Municipal Income Trust II | COM | 45,000 | $45.2 萬 | <0.1% | 歷史 |
| GEVGE Vernova Inc. | Stock | 501 | $26.5 萬 | <0.1% | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,002 | $25.4 萬 | <0.1% | – |
| ADBEAdobe Inc. | Stock | 604 | $23.4 萬 | <0.1% | 歷史 |
| DISWalt Disney Co | Stock | 1,761 | $21.8 萬 | <0.1% | 歷史 |
| INTCIntel Corp | Stock | 9,431 | $21.1 萬 | <0.1% | 歷史 |
| AMATApplied Materials Inc | Stock | 1,104 | $20.2 萬 | <0.1% | 歷史 |