Linscomb & Williams, Inc.
- SEC CIK
- 0001313294
- 最新申報
- 2026/7/31
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/10 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 305
- 較 2025 年第 3 季 −2
- 總值
- $23.8 億
- 較 2025 年第 3 季 +$6,082 萬 (+2.6%)
| 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 | $3.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| REIRing Energy, Inc. | COM | 92,272 | $8.03 萬 | <0.1% | +92,272 | 新進 | 歷史 |
| VGVenture Global, Inc. | COM CL A | 14,550 | $9.92 萬 | <0.1% | +14,550 | 新進 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,251 | $20.1 萬 | <0.1% | −315−12.3% | 減碼 | – |
| DOWDow Inc. | Stock | 8,642 | $20.2 萬 | <0.1% | −6,921−44.5% | 減碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 1,467 | $20.2 萬 | <0.1% | −11,071−88.3% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 714 | $20.6 萬 | <0.1% | +714 | 新進 | – |
| TTETotalEnergies SE | ACT | 3,176 | $20.8 萬 | <0.1% | −819−20.5% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,715 | $21.1 萬 | <0.1% | 00.0% | 不變 | – |
| SHELShell plc | ADR | 2,934 | $21.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 606 | $21.8 萬 | <0.1% | +606 | 新進 | – |
| CPTCamden Property Trust | REIT | 2,046 | $22.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 508 | $22.6 萬 | <0.1% | 00.0% | 不變 | – |
| MAINMain Street Capital CORP | CEF | 3,754 | $22.7 萬 | <0.1% | −1,246−24.9% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,127 | $22.8 萬 | <0.1% | +226+11.9% | 加碼 | – |
| TELTE Connectivity plc | Stock | 1,017 | $23.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 800 | $23.2 萬 | <0.1% | −4−0.5% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 9,763 | $23.5 萬 | <0.1% | −4,353−30.8% | 減碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 4,909 | $23.6 萬 | <0.1% | 00.0% | 不變 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 942 | $23.6 萬 | <0.1% | +942 | 新進 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 4,363 | $23.9 萬 | <0.1% | −292−6.3% | 減碼 | – |
| MMM3M Co | Stock | 1,513 | $24.2 萬 | <0.1% | +13+0.9% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 1,513 | $24.4 萬 | <0.1% | −405−21.1% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 3,056 | $24.5 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 829 | $25.0 萬 | <0.1% | 00.0% | 不變 | – |
| INTUIntuit Inc. | Stock | 379 | $25.1 萬 | <0.1% | −8−2.1% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X434 | ST STR MSCI EAFE | 2,784 | $25.2 萬 | <0.1% | +2,784 | 新進 | – |
| SLViShares Silver Trust | ETF | 3,972 | $25.6 萬 | <0.1% | +3,972 | 新進 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 1,000 | $25.6 萬 | <0.1% | −20−2.0% | 減碼 | 歷史 |
| iShares Select U.S. REIT ETF464287564 | ETF | 4,410 | $26.3 萬 | <0.1% | 00.0% | 不變 | – |
| NOCNorthrop Grumman Corp | Stock | 468 | $26.7 萬 | <0.1% | −4−0.8% | 減碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 2,666 | $26.8 萬 | <0.1% | +5+0.2% | 加碼 | – |
| PAYXPaychex Inc | Stock | 2,400 | $26.9 萬 | <0.1% | −2,944−55.1% | 減碼 | 歷史 |
| IBOCInternational Bancshares Corp | COM | 4,077 | $27.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 3,253 | $27.2 萬 | <0.1% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 5,847 | $27.7 萬 | <0.1% | −238−3.9% | 減碼 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 6,137 | $28.2 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 3,724 | $28.9 萬 | <0.1% | +245+7.0% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 951 | $28.9 萬 | <0.1% | −31−3.2% | 減碼 | 歷史 |
| BABoeing Co | Stock | 1,336 | $29.0 萬 | <0.1% | −64−4.6% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 1,966 | $29.2 萬 | <0.1% | 00.0% | 不變 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 5,020 | $29.9 萬 | <0.1% | 00.0% | 不變 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 6,805 | $30.2 萬 | <0.1% | 00.0% | 不變 | – |
| SLBSLB Limited | Stock | 7,932 | $30.4 萬 | <0.1% | −1,058−11.8% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 3,467 | $30.7 萬 | <0.1% | −276−7.4% | 減碼 | – |
| CEGConstellation Energy Corp | Stock | 894 | $31.6 萬 | <0.1% | −10−1.1% | 減碼 | 歷史 |
| SAPSAP SE | ADR | 1,318 | $32.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AONAon plc | CL A | 912 | $32.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,785 | $32.3 萬 | <0.1% | 00.0% | 不變 | – |
| TGTTarget Corp | Stock | 3,312 | $32.4 萬 | <0.1% | −539−14.0% | 減碼 | 歷史 |
| IAGIamgold Corp | COM | 20,000 | $33.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Covington Trust316092816 | MOMENTUM FACTR | 4,000 | $33.6 萬 | <0.1% | 00.0% | 不變 | – |
| DDominion Energy, Inc | Stock | 5,956 | $34.9 萬 | <0.1% | −1,391−18.9% | 減碼 | 歷史 |
| TDYTeledyne Technologies Inc | COM | 695 | $35.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 787 | $36.6 萬 | <0.1% | −302−27.7% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,794 | $36.8 萬 | <0.1% | 00.0% | 不變 | – |
| ELANElanco Animal Health Inc | COM | 16,398 | $37.1 萬 | <0.1% | +50+0.3% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 7,397 | $37.4 萬 | <0.1% | +11+0.1% | 加碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 911 | $37.6 萬 | <0.1% | +911 | 新進 | – |
| BNYBank of New York Mellon Corp | Stock | 3,240 | $37.6 萬 | <0.1% | +80+2.5% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 505 | $38.1 萬 | <0.1% | +1+0.2% | 加碼 | – |
| LNTAlliant Energy Corp | Stock | 5,880 | $38.2 萬 | <0.1% | −6−0.1% | 減碼 | 歷史 |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 8,690 | $38.3 萬 | <0.1% | 00.0% | 不變 | – |
| LINLinde PLC | Stock | 909 | $38.8 萬 | <0.1% | −90−9.0% | 減碼 | 歷史 |
| IESCIES Holdings, Inc. | COM | 1,000 | $38.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 4,150 | $38.9 萬 | <0.1% | −1,260−23.3% | 減碼依 10 比 1 拆股換算 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 7,236 | $39.0 萬 | <0.1% | −2,122−22.7% | 減碼 | 歷史 |
| IRMIron Mountain Inc | COM | 4,757 | $39.5 萬 | <0.1% | −212−4.3% | 減碼 | 歷史 |
| HRLHormel Foods Corp | COM | 17,111 | $40.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,062 | $41.1 萬 | <0.1% | −125−10.5% | 減碼 | – |
| LUVSouthwest Airlines Co | COM | 10,523 | $43.5 萬 | <0.1% | −383−3.5% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 5,552 | $43.8 萬 | <0.1% | −157−2.8% | 減碼 | – |
| PSAPublic Storage | COM | 1,692 | $43.9 萬 | <0.1% | −152−8.2% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 5,264 | $44.3 萬 | <0.1% | −483−8.4% | 減碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 1,620 | $44.6 萬 | <0.1% | −39−2.4% | 減碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 11,416 | $45.9 萬 | <0.1% | −1,185−9.4% | 減碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 2,080 | $46.7 萬 | <0.1% | 00.0% | 不變 | – |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 12,068 | $47.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,364 | $48.4 萬 | <0.1% | +3,364 | 新進 | – |
| CBChubb Ltd | Stock | 1,554 | $48.5 萬 | <0.1% | −8−0.5% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 16,997 | $50.8 萬 | <0.1% | −9,644−36.2% | 減碼 | 歷史 |
| CLMTCalumet, Inc. | COM | 25,889 | $51.4 萬 | <0.1% | −30,000−53.7% | 減碼 | 歷史 |
| STELStellar Bancorp, Inc. | COM | 16,712 | $51.7 萬 | <0.1% | −6,000−26.4% | 減碼 | 歷史 |
| TRGPTarga Resources Corp. | COM | 2,818 | $52.0 萬 | <0.1% | −138−4.7% | 減碼 | 歷史 |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 7,400 | $53.9 萬 | <0.1% | −1,200−14.0% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 6,382 | $54.0 萬 | <0.1% | −48−0.7% | 減碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 3,277 | $55.0 萬 | <0.1% | −249−7.1% | 減碼 | – |
| SOSouthern Co | Stock | 6,320 | $55.1 萬 | <0.1% | −1,908−23.2% | 減碼 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 7,751 | $55.5 萬 | <0.1% | −235−2.9% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 3,201 | $56.9 萬 | <0.1% | −36−1.1% | 減碼 | 歷史 |
| CWCurtiss Wright Corp | Stock | 1,043 | $57.5 萬 | <0.1% | −8−0.8% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,292 | $59.1 萬 | <0.1% | −446−16.3% | 減碼 | – |
| ENBEnbridge Inc | Stock | 12,452 | $59.6 萬 | <0.1% | +390+3.2% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 6,189 | $61.6 萬 | <0.1% | −115−1.8% | 減碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 5,566 | $62.2 萬 | <0.1% | +400+7.7% | 加碼 | – |
| OKEONEOK Inc | COM | 8,512 | $62.6 萬 | <0.1% | −40.0% | 減碼 | 歷史 |
| CNPCenterpoint Energy Inc | COM | 16,475 | $63.2 萬 | <0.1% | −22−0.1% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 6,143 | $65.5 萬 | <0.1% | 00.0% | 不變 | – |
| PSXPhillips 66 | Stock | 5,090 | $65.7 萬 | <0.1% | −6−0.1% | 減碼 | 歷史 |
| KIMKimco Realty Corp | COM | 32,708 | $66.3 萬 | <0.1% | −6,423−16.4% | 減碼 | 歷史 |
2025 年第 3 季之後清倉（13 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BAXBaxter International Inc | Stock | 53,153 | $121.0 萬 | 0.1% | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 2,037 | $40.9 萬 | <0.1% | 歷史 |
| Fidelity Covington Trust316092204 | MSCI CONSM DIS | 3,455 | $35.5 萬 | <0.1% | – |
| OBKOrigin Bancorp, Inc. | COM | 9,776 | $33.7 萬 | <0.1% | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 437 | $30.5 萬 | <0.1% | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 854 | $27.6 萬 | <0.1% | 歷史 |
| SEZLSezzle Inc. | COM | 3,078 | $24.5 萬 | <0.1% | 歷史 |
| USBUS Bancorp DE | COM NEW | 4,858 | $23.5 萬 | <0.1% | 歷史 |
| BHEBenchmark Electronics Inc | COM | 5,625 | $21.7 萬 | <0.1% | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 1,892 | $21.3 萬 | <0.1% | 歷史 |
| RDDTReddit, Inc. | Stock | 885 | $20.4 萬 | <0.1% | 歷史 |
| FTNTFortinet, Inc. | Stock | 2,390 | $20.1 萬 | <0.1% | 歷史 |
| SYYSysco Corp | Stock | 2,430 | $20.0 萬 | <0.1% | 歷史 |