GENERAL AMERICAN INVESTORS CO INC
NEW YORK NY · SEC CIK 0000040417
$16.90亿2026Q2 申报市值
73持仓数
44.0%前十大占比 · 第一大 6.5%
7 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NVDA 加仓+$900.40万
MA 新建仓+$770.40万
BA 加仓+$694.87万
DGX 新建仓+$599.48万
UBER 加仓+$360.80万
2026Q2 卖出最多 按季末市值估算
GEV 减仓-$2,349.72万
AMAT 减仓-$1,200.18万
MRVL 减仓-$1,191.56万
ANET 减仓-$1,189.16万
BB 减仓-$879.17万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ASML | ASML Holding N.V. | $1.09亿 | 6.47% | 55,000 | 0 | 0.0% | — | 不变 |
| GEV | GE Vernova Inc. | $8,341.51万 | 4.94% | 71,000 | -20,000 | -22.0% | -$2,349.72万 | 减仓 |
| BRK/A | Berkshire Hathaway Inc. | $8,237.35万 | 4.87% | 110 | 0 | 0.0% | — | 不变 |
| AAPL | Apple Inc. | $7,688.44万 | 4.55% | 265,705 | 0 | 0.0% | — | 不变 |
| GOOG | Alphabet Inc. - Class C | $7,417.21万 | 4.39% | 209,923 | 0 | 0.0% | — | 不变 |
| TJX | TJX Companies, Inc./The | $7,343.99万 | 4.35% | 484,752 | 0 | 0.0% | — | 不变 |
| RSG | Republic Services, Inc. | $7,151.50万 | 4.23% | 335,625 | 0 | 0.0% | — | 不变 |
| AMZN | Amazon.com, Inc. | $6,935.69万 | 4.10% | 291,000 | 5,000 | 1.7% | $119.17万 | 加仓 |
| AVGO | Broadcom Inc. | $5,212.95万 | 3.08% | 138,000 | 0 | 0.0% | — | 不变 |
| ACGL | Arch Capital Group Ltd. | $5,146.12万 | 3.04% | 530,200 | 0 | 0.0% | — | 不变 |
| MSFT | Microsoft Corporation | $4,901.48万 | 2.90% | 131,400 | 5,000 | 4.0% | $186.51万 | 加仓 |
| EG | Everest Group, Ltd. | $4,390.68万 | 2.60% | 122,909 | -6,287 | -4.9% | -$224.59万 | 减仓 |
| NVDA | NVIDIA Corporation | $4,121.43万 | 2.44% | 205,979 | 45,000 | 28.0% | $900.40万 | 加仓 |
| CCJ | Cameco Corporation | $3,455.40万 | 2.04% | 339,230 | 0 | 0.0% | — | 不变 |
| MRVL | Marvell Technology, Inc. | $3,336.37万 | 1.97% | 112,000 | -40,000 | -26.3% | -$1,191.56万 | 减仓 |
| COST | Costco Wholesale Corporation | $3,087.05万 | 1.83% | 33,000 | 0 | 0.0% | — | 不变 |
| NNI | Nelnet, Inc. - Class A | $3,079.90万 | 1.82% | 230,998 | -3,028 | -1.3% | -$40.37万 | 减仓 |
| RTX | RTX Corporation | $3,035.68万 | 1.80% | 160,000 | 10,000 | 6.7% | $189.73万 | 加仓 |
| SOLV | Solventum Corporation | $2,911.26万 | 1.72% | 377,350 | 0 | 0.0% | — | 不变 |
| AEM | Agnico Eagle Mines Limited | $2,781.05万 | 1.65% | 179,272 | -10,000 | -5.3% | -$155.13万 | 减仓 |
| MRK | Merck & Co., Inc. | $2,625.59万 | 1.55% | 204,326 | 0 | 0.0% | — | 不变 |
| JPM | JPMorgan Chase & Co. | $2,618.64万 | 1.55% | 80,000 | 0 | 0.0% | — | 不变 |
| MTB | M&T Bank Corporation | $2,406.28万 | 1.42% | 101,100 | 0 | 0.0% | — | 不变 |
| ONTO | Onto Innovation Inc. | $2,270.70万 | 1.34% | 60,000 | -20,000 | -25.0% | -$756.90万 | 减仓 |
| REGN | Regeneron Pharmaceuticals, Inc | $2,267.32万 | 1.34% | 36,362 | 5,000 | 15.9% | $311.77万 | 加仓 |
| D | Dominion Energy, Inc. | $1,980.41万 | 1.17% | 290,000 | 0 | 0.0% | — | 不变 |
| ET | Energy Transfer LP | $1,950.30万 | 1.15% | 1,020,030 | 0 | 0.0% | — | 不变 |
| LHX | L3Harris Technologies, Inc. | $1,911.65万 | 1.13% | 65,785 | 0 | 0.0% | — | 不变 |
| UBER | Uber Technologies, Inc. | $1,880.37万 | 1.11% | 260,583 | 50,000 | 23.7% | $360.80万 | 加仓 |
| GILD | Gilead Sciences, Inc. | $1,830.67万 | 1.08% | 144,900 | 25,000 | 20.9% | $315.85万 | 加仓 |
| BA | Boeing Company/The | $1,821.68万 | 1.08% | 84,154 | 32,100 | 61.7% | $694.87万 | 加仓 |
| AMAT | Applied Materials, Inc. | $1,811.26万 | 1.07% | 25,052 | -16,600 | -39.9% | -$1,200.18万 | 减仓 |
| META | Meta Platforms, Inc. - Class A | $1,802.53万 | 1.07% | 32,000 | 0 | 0.0% | — | 不变 |
| PEP | PepsiCo, Inc. | $1,760.20万 | 1.04% | 130,000 | 0 | 0.0% | — | 不变 |
| T | AT&T Inc. | $1,603.50万 | 0.95% | 774,639 | 0 | 0.0% | — | 不变 |
| NOW | ServiceNow, Inc. 看涨期权 | $1,575.00万 | 0.93% | 150,000 | 150,000 | — | $1,575.00万 | 新建仓 |
| — | Exxon Mobil Corporation | $1,573.65万 | 0.93% | 115,100 | 0 | 0.0% | — | 不变 |
| TYL | Tyler Technologies, Inc. | $1,511.46万 | 0.89% | 51,681 | 5,000 | 10.7% | $146.23万 | 加仓 |
| CVX | Chevron Corporation | $1,432.02万 | 0.85% | 86,391 | 0 | 0.0% | — | 不变 |
| AEP | American Electric Power Co | $1,368.10万 | 0.81% | 100,000 | 0 | 0.0% | — | 不变 |
| RVMD | Revolution Medicines, Inc. | $1,171.34万 | 0.69% | 62,545 | 0 | 0.0% | — | 不变 |
| NN | NextNav Inc. | $1,158.62万 | 0.69% | 649,814 | 29,604 | 4.8% | $52.78万 | 加仓 |
| IDYA | IDEAYA Biosciences, Inc. | $1,148.81万 | 0.68% | 308,240 | 27,979 | 10.0% | $104.28万 | 加仓 |
| MRVI | Maravai LifeSciences Holdings | $1,070.90万 | 0.63% | 1,716,193 | 0 | 0.0% | — | 不变 |
| VEEV | Veeva Systems Inc. - Class A | $1,029.43万 | 0.61% | 58,006 | 0 | 0.0% | — | 不变 |
| MA | Mastercard Inc. 看跌期权 | $1,000.00万 | 0.59% | 20,000 | 20,000 | — | $1,000.00万 | 新建仓 |
| PFE | Pfizer Inc. | $977.19万 | 0.58% | 405,808 | -100,000 | -19.8% | -$240.80万 | 减仓 |
| ANET | Arista Networks, Inc. | $936.75万 | 0.55% | 55,142 | -70,000 | -55.9% | -$1,189.16万 | 减仓 |
| SPRY | ARS Pharmaceuticals Inc | $907.57万 | 0.54% | 1,133,046 | 405,892 | 55.8% | $325.12万 | 加仓 |
| NVO | Novo Nordisk A/S 看涨期权 | $904.00万 | 0.53% | 180,800 | 180,800 | — | $904.00万 | 新建仓 |
| NOW | ServiceNow, Inc. | $843.88万 | 0.50% | 85,000 | 25,000 | 41.7% | $248.20万 | 加仓 |
| MA | Mastercard Incorporated | $770.40万 | 0.46% | 15,000 | 15,000 | — | $770.40万 | 新建仓 |
| MET | MetLife, Inc. | $764.26万 | 0.45% | 90,327 | 0 | 0.0% | — | 不变 |
| INDI | indie Semiconductor, Inc. | $738.20万 | 0.44% | 1,644,107 | -210,742 | -11.4% | -$94.62万 | 减仓 |
| AMGN | Amgen Inc. | $724.24万 | 0.43% | 20,000 | -10,000 | -33.3% | -$362.12万 | 减仓 |
| AGI | Alamos Gold Inc. - Class A | $716.69万 | 0.42% | 236,219 | 25,000 | 11.8% | $75.85万 | 加仓 |
| ARCO | Arcos Dorados Holdings Inc | $693.30万 | 0.41% | 860,178 | -90,000 | -9.5% | -$72.54万 | 减仓 |
| RSP | Invesco S&P Equal Weight | $651.31万 | 0.39% | 30,611 | 0 | 0.0% | — | 不变 |
| DGX | Quest Diagnostics | $599.48万 | 0.35% | 28,284 | 28,284 | — | $599.48万 | 新建仓 |
| MRVL | Marvell Technology, Inc. 看跌期权 | $570.00万 | 0.34% | 30,000 | 30,000 | — | $570.00万 | 新建仓 |
| OLED | Universal Display Corporation | $502.30万 | 0.30% | 58,009 | -7,000 | -10.8% | -$60.61万 | 减仓 |
| UEC | Uranium Energy Corp. | $484.91万 | 0.29% | 454,890 | 0 | 0.0% | — | 不变 |
| IAUX | i-80 Gold Corp. | $484.09万 | 0.29% | 3,361,767 | 1,861,767 | 124.1% | $268.09万 | 加仓 |
| BB | BlackBerry Ltd | $419.97万 | 0.25% | 331,996 | -695,000 | -67.7% | -$879.17万 | 减仓 |
| ADX | Adams Diversified Equity Fund | $335.02万 | 0.20% | 131,124 | 0 | 0.0% | — | 不变 |
| RVT | Royce Value Trust, Inc. | $278.67万 | 0.16% | 150,877 | 0 | 0.0% | — | 不变 |
| — | First Carolina Financial | $274.87万 | 0.16% | 207,606 | 207,606 | — | $274.87万 | 新建仓 |
| COLB | Columbia Banking System Inc. | $274.21万 | 0.16% | 85,556 | -50,000 | -36.9% | -$160.25万 | 减仓 |
| VOE | Vanguard Mid-Cap Value Index | $270.71万 | 0.16% | 13,700 | 0 | 0.0% | — | 不变 |
| GSM | Ferroglobe PLC | $263.17万 | 0.16% | 827,591 | -80,000 | -8.8% | -$25.44万 | 减仓 |
| NOBL | Proshares S&P 500 Dividend | $252.72万 | 0.15% | 45,000 | 0 | 0.0% | — | 不变 |
| — | Valneva SE - ADR | $185.33万 | 0.11% | 354,361 | 0 | 0.0% | — | 不变 |
| CLF | Cleveland-Cliffs Inc. | $94.46万 | 0.06% | 100,593 | 0 | 0.0% | — | 不变 |
| UBER | Uber Technologies, Inc. Jun 80 看涨期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$800.00万 | 清仓 |
| VYX | NCR Voyix Corporation | $0 | 0.00% | 0 | -669,912 | -100.0% | -$424.05万 | 清仓 |
| EXPE | Expedia Group, Inc. | $0 | 0.00% | 0 | -5,000 | -100.0% | -$115.44万 | 清仓 |