GENERAL AMERICAN INVESTORS CO INC
NEW YORK NY · SEC CIK 0000040417
$15.21亿2026Q1 申报市值
69持仓数
43.9%前十大占比 · 第一大 5.2%
3 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BA 新建仓+$1,036.03万
MRVL 加仓+$1,010.31万
NOW 新建仓+$627.30万
UBER 加仓+$359.65万
AEM 加仓+$202.98万
2026Q1 卖出最多 按季末市值估算
GOOG 减仓-$2,438.31万
MSFT 减仓-$1,984.11万
EXPE 减仓-$1,573.68万
ASML 减仓-$924.58万
CRM 清仓-$794.73万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| GEV | GE Vernova Inc. | $7,943.39万 | 5.22% | 91,000 | -9,000 | -9.0% | -$785.61万 | 减仓 |
| BRK/A | Berkshire Hathaway Inc. - Clas | $7,899.54万 | 5.19% | 110 | 0 | 0.0% | — | 不变 |
| TJX | TJX Companies, Inc./The | $7,741.49万 | 5.09% | 484,752 | -40,340 | -7.7% | -$644.23万 | 减仓 |
| RSG | Republic Services, Inc. | $7,350.86万 | 4.83% | 335,625 | -20,000 | -5.6% | -$438.04万 | 减仓 |
| ASML | ASML Holding N.V. | $7,264.56万 | 4.78% | 55,000 | -7,000 | -11.3% | -$924.58万 | 减仓 |
| AAPL | Apple Inc. | $6,743.33万 | 4.43% | 265,705 | -10,000 | -3.6% | -$253.79万 | 减仓 |
| GOOG | Alphabet Inc. - Class C | $6,021.85万 | 3.96% | 209,923 | -85,000 | -28.8% | -$2,438.31万 | 减仓 |
| AMZN | Amazon.com, Inc. | $5,956.52万 | 3.92% | 286,000 | 0 | 0.0% | — | 不变 |
| ACGL | Arch Capital Group Ltd. | $5,089.39万 | 3.35% | 530,200 | -69,800 | -11.6% | -$670.01万 | 减仓 |
| MSFT | Microsoft Corporation | $4,678.95万 | 3.08% | 126,400 | -53,600 | -29.8% | -$1,984.11万 | 减仓 |
| AVGO | Broadcom Inc. | $4,271.24万 | 2.81% | 138,000 | -5,000 | -3.5% | -$154.75万 | 减仓 |
| EG | Everest Group, Ltd. | $4,222.77万 | 2.78% | 129,196 | 0 | 0.0% | — | 不变 |
| AEM | Agnico Eagle Mines Limited | $3,841.84万 | 2.53% | 189,272 | 10,000 | 5.6% | $202.98万 | 加仓 |
| CCJ | Cameco Corporation | $3,684.38万 | 2.42% | 339,230 | -50,000 | -12.8% | -$543.05万 | 减仓 |
| COST | Costco Wholesale Corporation | $3,288.22万 | 2.16% | 33,000 | 0 | 0.0% | — | 不变 |
| NNI | Nelnet, Inc. - Class A | $3,018.00万 | 1.98% | 234,026 | -9,389 | -3.9% | -$121.08万 | 减仓 |
| RTX | RTX Corporation | $2,893.50万 | 1.90% | 150,000 | -5,000 | -3.2% | -$96.45万 | 减仓 |
| NVDA | NVIDIA Corporation | $2,807.47万 | 1.85% | 160,979 | 0 | 0.0% | — | 不变 |
| SOLV | Solventum Corporation | $2,464.10万 | 1.62% | 377,350 | 0 | 0.0% | — | 不变 |
| MRK | Merck & Co., Inc. | $2,457.84万 | 1.62% | 204,326 | 0 | 0.0% | — | 不变 |
| REGN | Regeneron Pharmaceuticals, Inc | $2,423.15万 | 1.59% | 31,362 | 0 | 0.0% | — | 不变 |
| JPM | JPMorgan Chase & Co. | $2,353.28万 | 1.55% | 80,000 | 0 | 0.0% | — | 不变 |
| LHX | L3Harris Technologies, Inc. | $2,270.57万 | 1.49% | 65,785 | -5,000 | -7.1% | -$172.58万 | 减仓 |
| T | AT&T Inc. | $2,245.68万 | 1.48% | 774,639 | 50,000 | 6.9% | $144.95万 | 加仓 |
| MTB | M&T Bank Corporation | $2,089.94万 | 1.37% | 101,100 | 0 | 0.0% | — | 不变 |
| PEP | PepsiCo, Inc. | $2,018.77万 | 1.33% | 130,000 | -10,000 | -7.1% | -$155.29万 | 减仓 |
| ET | Energy Transfer LP | $1,968.66万 | 1.29% | 1,020,030 | 0 | 0.0% | — | 不变 |
| — | Exxon Mobil Corporation | $1,952.79万 | 1.28% | 115,100 | -31,000 | -21.2% | -$525.95万 | 减仓 |
| META | Meta Platforms, Inc. - Class A | $1,830.82万 | 1.20% | 32,000 | 0 | 0.0% | — | 不变 |
| D | Dominion Energy, Inc. | $1,792.78万 | 1.18% | 290,000 | 0 | 0.0% | — | 不变 |
| CVX | Chevron Corporation | $1,787.43万 | 1.18% | 86,391 | 0 | 0.0% | — | 不变 |
| GILD | Gilead Sciences, Inc. | $1,671.05万 | 1.10% | 119,900 | 0 | 0.0% | — | 不变 |
| ONTO | Onto Innovation Inc | $1,640.56万 | 1.08% | 80,000 | 0 | 0.0% | — | 不变 |
| TYL | Tyler Technologies, Inc. | $1,598.26万 | 1.05% | 46,681 | 0 | 0.0% | — | 不变 |
| ANET | Arista Networks, Inc. | $1,536.49万 | 1.01% | 125,142 | -15,537 | -11.0% | -$190.76万 | 减仓 |
| UBER | Uber Technologies, Inc. | $1,514.72万 | 1.00% | 210,583 | 50,000 | 31.1% | $359.65万 | 加仓 |
| MRVL | Marvell Technology, Inc. | $1,505.56万 | 0.99% | 152,000 | 102,000 | 204.0% | $1,010.31万 | 加仓 |
| AMAT | Applied Materials, Inc. | $1,423.62万 | 0.94% | 41,652 | 0 | 0.0% | — | 不变 |
| PFE | Pfizer Inc. | $1,420.31万 | 0.93% | 505,808 | 0 | 0.0% | — | 不变 |
| AEP | American Electric Power Compan | $1,310.80万 | 0.86% | 100,000 | 0 | 0.0% | — | 不变 |
| AMGN | Amgen Inc. | $1,055.55万 | 0.69% | 30,000 | 0 | 0.0% | — | 不变 |
| BA | Boeing Company/The | $1,036.03万 | 0.68% | 52,054 | 52,054 | — | $1,036.03万 | 新建仓 |
| VEEV | Veeva Systems Inc. - Class A | $1,018.93万 | 0.67% | 58,006 | 10,000 | 20.8% | $175.66万 | 加仓 |
| NN | NextNav Inc. | $993.58万 | 0.65% | 620,210 | -180,000 | -22.5% | -$288.36万 | 减仓 |
| AGI | Alamos Gold Inc. - Class A | $938.45万 | 0.62% | 211,219 | -30,000 | -12.4% | -$133.29万 | 减仓 |
| IDYA | IDEAYA Biosciences, Inc. | $933.83万 | 0.61% | 280,261 | 0 | 0.0% | — | 不变 |
| UBER | Uber Technologies, Inc. Jun 80 看涨期权 | $800.00万 | 0.53% | 100,000 | 100,000 | — | $800.00万 | 新建仓 |
| ARCO | Arcos Dorados Holdings Inc. Cl | $783.90万 | 0.52% | 950,178 | 0 | 0.0% | — | 不变 |
| MET | MetLife, Inc. | $638.79万 | 0.42% | 90,327 | -50,000 | -35.6% | -$353.60万 | 减仓 |
| NOW | ServiceNow Inc | $627.30万 | 0.41% | 60,000 | 60,000 | — | $627.30万 | 新建仓 |
| UEC | Uranium Energy Corp. | $614.10万 | 0.40% | 454,890 | -45,110 | -9.0% | -$60.90万 | 减仓 |
| RVMD | Revolution Medicines Inc | $608.25万 | 0.40% | 62,545 | -1,500 | -2.3% | -$14.59万 | 减仓 |
| INDI | indie Semiconductor, Inc. - Cl | $597.26万 | 0.39% | 1,854,849 | -100,000 | -5.1% | -$32.20万 | 减仓 |
| OLED | Universal Display Corporation | $595.87万 | 0.39% | 65,009 | 0 | 0.0% | — | 不变 |
| RSP | Invesco S&P Equal Weight | $587.49万 | 0.39% | 30,611 | 0 | 0.0% | — | 不变 |
| SPRY | ARS Pharmaceuticals Inc | $583.90万 | 0.38% | 727,154 | 167,195 | 29.9% | $134.26万 | 加仓 |
| MRVI | Maravai LifeSciences Holdings, | $485.68万 | 0.32% | 1,716,193 | 130,877 | 8.3% | $37.04万 | 加仓 |
| VYX | NCR Voyix Corporation | $424.05万 | 0.28% | 669,912 | -510,402 | -43.2% | -$323.08万 | 减仓 |
| GSM | Ferroglobe PLC | $373.93万 | 0.25% | 907,591 | -50,000 | -5.2% | -$20.60万 | 减仓 |
| COLB | Columbia Banking System Inc. | $371.83万 | 0.24% | 135,556 | -30,000 | -18.1% | -$82.29万 | 减仓 |
| BB | BlackBerry Ltd | $332.75万 | 0.22% | 1,026,996 | 0 | 0.0% | — | 不变 |
| ADX | Adams Diversified Equity Fund, | $287.03万 | 0.19% | 131,124 | 0 | 0.0% | — | 不变 |
| VOE | Vanguard Mid-Cap Value Index F | $252.46万 | 0.17% | 13,700 | 0 | 0.0% | — | 不变 |
| RVT | Royce Value Trust, Inc. | $250.46万 | 0.16% | 150,877 | 0 | 0.0% | — | 不变 |
| NOBL | Proshares S&P 500 Dividend Ari | $238.52万 | 0.16% | 22,500 | 0 | 0.0% | — | 不变 |
| IAUX | i-80 Gold Corp. | $228.00万 | 0.15% | 1,500,000 | -1,974,389 | -56.8% | -$300.11万 | 减仓 |
| — | Valneva SE - ADR | $221.48万 | 0.15% | 354,361 | 0 | 0.0% | — | 不变 |
| EXPE | Expedia Group, Inc. | $115.44万 | 0.08% | 5,000 | -68,157 | -93.2% | -$1,573.68万 | 减仓 |
| CLF | Cleveland-Cliffs Inc. | $85.00万 | 0.06% | 100,593 | 0 | 0.0% | — | 不变 |
| MSFT | Microsoft Corporation 看跌期权 | $0 | 0.00% | 0 | -140,000 | -100.0% | -$6,570.00万 | 清仓 |
| GOOG | Alphabet Inc. - Class C 看跌期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$3,050.00万 | 清仓 |
| TJX | TJX Companies, Inc./The 看跌期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$1,450.00万 | 清仓 |
| EXPE | Expedia Group, Inc. 看跌期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$1,400.00万 | 清仓 |
| AAPL | Apple Inc. 看跌期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$1,350.00万 | 清仓 |
| CRM | Salesforce, Inc. | $0 | 0.00% | 0 | -30,000 | -100.0% | -$794.73万 | 清仓 |
| CCJ | Cameco Corporation 看跌期权 | $0 | 0.00% | 0 | -75,000 | -100.0% | -$712.50万 | 清仓 |
| RTX | RTX Corporation 看跌期权 | $0 | 0.00% | 0 | -37,200 | -100.0% | -$651.00万 | 清仓 |
| THC | Tenet Healthcare Corporation | $0 | 0.00% | 0 | -30,000 | -100.0% | -$596.16万 | 清仓 |
| THC | Tenet Healthcare Corporation 看跌期权 | $0 | 0.00% | 0 | -30,000 | -100.0% | -$585.00万 | 清仓 |
| MET | MetLife, Inc. 看跌期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$387.50万 | 清仓 |
| UEC | Uranium Energy Corp. 看跌期权 | $0 | 0.00% | 0 | -200,000 | -100.0% | -$260.00万 | 清仓 |
| SOLV | Solventum Corporation 看跌期权 | $0 | 0.00% | 0 | -22,700 | -100.0% | -$192.95万 | 清仓 |