LC

Lincoln Capital LLC

分散型投资策略趋势追踪型长期持有型

申报总市值

US$5.6亿

申报季度: 2026-06-30 · 持股只数: 137

Lincoln Capital LLC在最新一期 13F 报告中披露了 137 项持股，申报期为 2026-06-30，总持股市值约为 US$5.6亿，季度换手率为 10.7%。

机构性格雪花图

集中度
16.3
持仓稳定性
10.68
动能／逆势
100
行业集中度
48.06
多样化
100
仓位均衡度
78.52

近期动向

  • 加仓 GOOGL

    -1.7%　US$988.5万

  • 减仓 COST

    -1.0%　-US$241.8万

  • 减仓 MCD

    -4.3%　-US$165.5万

  • 减仓 BRK-B

    -1.6%　US$136.0万

  • 加仓 CARR

    -2.0%　US$232.7万

  • 加仓 AMAT

    +0.4%　US$170.5万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1GOOGLAlphabet Inc-cl A股票-通信服务9.65%+1.25%-1.65%
2BRK-BBerkshire Hathaway Inc-cl B股票-其他8.93%-0.32%-1.58%
3BRK-ABerkshire Hathaway Inc-cl A股票-其他7.33%-0.15%—
4MKLMarkel Group INC股票-金融6.21%—-1.75%
5COSTCostco Wholesale CORP股票-非周期性消费5.69%-0.83%-0.97%
6MAMastercard INC - A股票-金融5.34%—-2.05%
7AMZNAmazon.com INC股票-周期性消费3.27%+0.16%-2.40%
8DHRDanaher CORP股票-医疗保健3.09%+0.05%+7.74%
9AAPLApple INC股票-科技2.90%+0.21%+0.48%
10SBUXStarbucks CORP股票-周期性消费2.78%+0.13%-2.30%
11MSFTMicrosoft CORP股票-科技2.76%—-2.35%
12HGTYHagerty Inc-a股票-其他2.07%+0.17%+2.42%
13CARRCarrier Global CORP股票-工业1.90%+0.31%-2.05%
14MARMarriott International -cl A股票-周期性消费1.69%+0.08%-1.27%
15JPMJpmorgan Chase & Co股票-金融1.59%+0.03%-2.57%
16BNYBank Of New York Mellon CORP股票-金融1.54%+0.19%-0.04%
17MCDMcdonald's CORP股票-周期性消费1.46%-0.41%-4.35%
18FWONKLiberty Media Corp-formula-c股票-通信服务1.43%+0.16%+6.95%
19DISWalt Disney Co/the股票-通信服务1.23%-0.16%-5.53%
20LINLinde plc股票-原材料1.22%-0.03%-0.44%
21KOCoca-cola Co/the股票-非周期性消费1.10%—-4.11%
22AXPAmerican Express Co股票-金融1.09%—-5.01%
23JNJJohnson & Johnson股票-医疗保健1.01%—-5.02%
24UPSUnited Parcel Service-cl B股票-工业0.95%+0.02%-0.50%
25SCHWSchwab (charles) CORP股票-金融0.94%—-1.80%
26UNPUnion Pacific CORP股票-工业0.93%+0.02%-3.73%
27MCOMoody's CORP股票-金融0.88%—-1.50%
28OTISOtis Worldwide CORP股票-工业0.83%-0.16%-3.76%
29GOOGAlphabet Inc-cl C股票-通信服务0.79%+0.11%—
30CPRTCopart INC股票-工业0.75%-0.19%-0.05%
31TRVTravelers Cos Inc/the股票-金融0.66%+0.01%-4.71%
32IVVIshares Core S&p 500 ETFETF-大型股与成长0.64%+0.08%+6.00%
33CGGRCap Group Growth EquityETF-其他0.61%+0.12%+11.25%
34FASTFastenal Co股票-工业0.60%——
35AMATApplied Materials INC股票-科技0.57%+0.28%+0.38%
36OXYOccidental Petroleum CORP股票-能源0.55%-0.23%-0.34%
37CBChubb Limited股票-金融0.53%——
38DEDeere & Co股票-工业0.50%+0.02%-0.74%
39GLWCorning INC股票-科技0.47%+0.20%—
40APHAmphenol Corp-cl A股票-科技0.47%+0.06%-13.44%
41WMTWalmart INC股票-非周期性消费0.46%—+0.33%
42CATCaterpillar INC股票-工业0.45%+0.13%—
43PEPPepsico INC股票-非周期性消费0.36%-0.10%-3.31%
44VUGVanguard Growth ETFETF-其他0.35%+0.05%+528.36%
45BLKBlackrock INC股票-金融0.35%-0.07%-12.39%
46CGUSCap Group Core EquityETF-其他0.34%+0.09%+22.19%
47VLTOVeralto CORP股票-工业0.34%—-1.22%
48ECLEcolab INC股票-原材料0.32%—-0.27%
49CINFCincinnati Financial CORP股票-金融0.32%+0.03%—
50BDXBecton Dickinson And Co股票-医疗保健0.31%—-3.92%
1–50 of 137

本季持股变动

Lincoln Capital LLC 在 2026-06-30 最显著的持仓异动： 新建仓: Cap Group US Multi-sect Bond (CGMS); 新建仓: Cap Group Small And Mid Cap (CGMM); 清仓: Automatic Data Processing (ADP); 清仓: Dimensional US Core Equity 2 (DFAC); 清仓: Spdr Gold Shares (GLD).

Lincoln Capital LLC 于截至 2026-06-30 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1GOOGLAlphabet Inc-cl A+1.3%-1.65%减仓
2CARRCarrier Global CORP+0.3%-2.05%减仓
3AMATApplied Materials INC+0.3%+0.38%加仓
4AAPLApple INC+0.2%+0.48%加仓
5GLWCorning INC+0.2%—不变
6BNYBank Of New York Mellon CORP+0.2%-0.04%减仓
7HGTYHagerty Inc-a+0.2%+2.42%加仓
8AMZNAmazon.com INC+0.2%-2.40%减仓
9FWONKLiberty Media Corp-formula-c+0.2%+6.95%加仓
10SBUXStarbucks CORP+0.1%-2.30%减仓
11CATCaterpillar INC+0.1%—不变
12CGGRCap Group Growth Equity+0.1%+11.25%加仓
13GOOGAlphabet Inc-cl C+0.1%—不变
14CGUSCap Group Core Equity+0.1%+22.19%加仓
15MARMarriott International -cl A+0.1%-1.27%减仓
16IVVIshares Core S&p 500 ETF+0.1%+6.00%加仓
17CGGOCap Group Global Growth+0.1%+22.28%加仓
18CGDGCap Group Dividend Growers+0.1%+53.71%加仓
19CGDVCap Group Dividend Value+0.1%+40.56%加仓
20INTCIntel CORP+0.1%-10.47%减仓
21APHAmphenol Corp-cl A+0.1%-13.44%减仓
22CGMSCap Group US Multi-sect Bond+0.1%NEW新建仓
23CGMMCap Group Small And Mid Cap+0.1%NEW新建仓
24DHRDanaher CORP+0.1%+7.74%加仓
25VUGVanguard Growth ETF+0.1%+528.36%加仓
26CGBLCap Group Core Balanced+0.1%+116.01%加仓
27VBVanguard Small-cap ETF0%+9.97%加仓
28IJRIshares Core S&p Small-cap E0%+1.42%加仓
29CGGECap Group Global Eq0%NEW新建仓
30JPMJpmorgan Chase & Co0%-2.57%减仓
31CINFCincinnati Financial CORP0%—不变
32UPSUnited Parcel Service-cl B0%-0.50%减仓
33UNPUnion Pacific CORP0%-3.73%减仓
34DEDeere & Co0%-0.74%减仓
35TRVTravelers Cos Inc/the0%-4.71%减仓
36AXPAmerican Express Co—-5.01%减仓
37LINLinde plc0%-0.44%减仓
38GLDSpdr Gold Shares-0.1%EXIT清仓
39ADPAutomatic Data Processing-0.1%EXIT清仓
40DFACDimensional US Core Equity 2-0.1%EXIT清仓
41BLKBlackrock INC-0.1%-12.39%减仓
42PEPPepsico INC-0.1%-3.31%减仓
43BRK-ABerkshire Hathaway Inc-cl A-0.2%—不变
44OTISOtis Worldwide CORP-0.2%-3.76%减仓
45DISWalt Disney Co/the-0.2%-5.53%减仓
46CPRTCopart INC-0.2%-0.05%减仓
47OXYOccidental Petroleum CORP-0.2%-0.34%减仓
48BRK-BBerkshire Hathaway Inc-cl B-0.3%-1.58%减仓
49MCDMcdonald's CORP-0.4%-4.35%减仓
50COSTCostco Wholesale CORP-0.8%-0.97%减仓

FAQ

Lincoln Capital LLC 是什么机构？属于哪种投资人类型？
Lincoln Capital LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-06-30），该机构追踪的股票投资组合估值约为 US$5.6亿，分布在 137 个已申报仓位之中。
Lincoln Capital LLC 目前前几大持股有哪些？
根据最新 13F 申报，Lincoln Capital LLC 按市值排列的前几大持股为： 1. Alphabet Inc-cl A (GOOGL) — US$5420.8万 (9.7%) 2. Berkshire Hathaway Inc-cl B (BRK-B) — US$5016.4万 (8.9%) 3. Berkshire Hathaway Inc-cl A (BRK-A) — US$4118.7万 (7.3%) 4. Markel Group INC (MKL) — US$3488.4万 (6.2%) 5. Costco Wholesale CORP (COST) — US$3200.3万 (5.7%)
Lincoln Capital LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Lincoln Capital LLC 共进行了 45 项显著调整：新建仓 3 个仓位、加仓 15 个既有持股、减仓 24 个仓位，并完全清仓 3 个持股。 其中幅度最大的异动：新建仓: Cap Group US Multi-sect Bond (CGMS); 新建仓: Cap Group Small And Mid Cap (CGMM); 清仓: Automatic Data Processing (ADP); 清仓: Dimensional US Core Equity 2 (DFAC); 清仓: Spdr Gold Shares (GLD)
Lincoln Capital LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Lincoln Capital LLC 的主要板块分布如下： • Financials: 27.2% • Communication Services: 17.4% • Consumer Discretionary: 12.8% • Industrials: 11.0% • Consumer Staples: 10.8% • Information Technology: 10.3%