Tweedy, Browne Co LLC
Stamford CT · SEC CIK 0000732905
$13.20亿2026Q2 申报市值
91持仓数
69.2%前十大占比 · 第一大 17.1%
13 / 15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
ZTS 新建仓+$3,995.82万
DIS 新建仓+$432.88万
BNS 新建仓+$369.08万
EVTC 新建仓+$245.82万
LULU 新建仓+$205.10万
2026Q2 卖出最多 按季末市值估算
GOOGL 减仓-$2,039.12万
FDX 减仓-$1,980.89万
SEALED AIR CORPO 清仓-$1,801.37万
JNJ 减仓-$453.23万
SNEX 清仓-$435.79万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| CNH | CNH INDUSTRIAL NV | $2.26亿 | 17.11% | 20,115,883 | -34,475 | -0.2% | -$38.72万 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC. | $1.81亿 | 13.70% | 2,280,311 | 4,686 | 0.2% | $37.16万 | 加仓 |
| KOF | COCA COLA FEMSA | $1.23亿 | 9.34% | 1,160,570 | -9,456 | -0.8% | -$100.47万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC | $1.08亿 | 8.17% | 144 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $5,121.15万 | 3.88% | 201,644 | -17,846 | -8.1% | -$453.23万 | 减仓 |
| GOOGL | ALPHABET INC-CL A | $5,048.99万 | 3.83% | 141,282 | -57,059 | -28.8% | -$2,039.12万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B | $4,885.06万 | 3.70% | 97,625 | 219 | 0.2% | $10.96万 | 加仓 |
| ALV | AUTOLIV INC. | $4,452.96万 | 3.37% | 383,314 | -278 | -0.1% | -$3.23万 | 减仓 |
| WFC | WELLS FARGO & CO | $4,107.30万 | 3.11% | 497,011 | -18,909 | -3.7% | -$156.26万 | 减仓 |
| ZTS | ZOETIS, INC. | $3,995.82万 | 3.03% | 556,056 | 556,056 | — | $3,995.82万 | 新建仓 |
| NVST | ENVISTA HOLDINGS CORP | $3,781.88万 | 2.87% | 1,435,248 | -1,533 | -0.1% | -$4.04万 | 减仓 |
| TFC | TRUIST FINANCIAL CORP | $2,721.45万 | 2.06% | 546,256 | -11,179 | -2.0% | -$55.69万 | 减仓 |
| UNF | UNIFIRST CORP | $2,685.67万 | 2.03% | 101,553 | -118 | -0.1% | -$3.12万 | 减仓 |
| UHAL/B | U-HAUL HOLDING CO - NON VOTING | $2,670.51万 | 2.02% | 462,827 | -505 | -0.1% | -$2.91万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $2,121.47万 | 1.61% | 62,719 | -266 | -0.4% | -$9.00万 | 减仓 |
| BAC | BANK OF AMERICA CORP COM | $2,078.49万 | 1.57% | 364,776 | -498 | -0.1% | -$2.84万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS | $1,992.93万 | 1.51% | 40,121 | -266 | -0.7% | -$13.21万 | 减仓 |
| AZO | AUTOZONE, INC. | $1,767.35万 | 1.34% | 5,530 | -5 | -0.1% | -$1.60万 | 减仓 |
| BNY | BANK OF NEW YORK MELLON CORP | $1,478.58万 | 1.12% | 102,246 | -6,709 | -6.2% | -$97.02万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $1,449.41万 | 1.10% | 60,149 | -60 | -0.1% | -$1.45万 | 减仓 |
| NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | $1,114.67万 | 0.84% | 71,125 | -180 | -0.3% | -$2.82万 | 减仓 |
| USB | US BANCORP | $1,098.65万 | 0.83% | 181,896 | -2,352 | -1.3% | -$14.21万 | 减仓 |
| DEO | DIAGEO P L C - ADR | $1,014.20万 | 0.77% | 126,176 | -35 | -0.0% | -$2,813 | 减仓 |
| TTE | TOTALENERGIES SE ADR | $910.63万 | 0.69% | 117,108 | -495 | -0.4% | -$3.85万 | 减仓 |
| UNP | UNION PACIFIC CORP | $521.83万 | 0.40% | 19,185 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT COMPANY HOLDING CO | $432.88万 | 0.33% | 44,975 | 44,975 | — | $432.88万 | 新建仓 |
| GSK | GSK PLC ADR | $427.36万 | 0.32% | 81,527 | -258 | -0.3% | -$1.35万 | 减仓 |
| GL | GLOBE LIFE INC. | $399.60万 | 0.30% | 22,364 | -5,469 | -19.6% | -$97.72万 | 减仓 |
| KT | KT CORP - ADR | $385.16万 | 0.29% | 222,892 | 55,711 | 33.3% | $96.27万 | 加仓 |
| BNS | BANK OF NOVA SCOTIA | $369.08万 | 0.28% | 42,479 | 42,479 | — | $369.08万 | 新建仓 |
| CSCO | CISCO SYSTEMS INC | $345.30万 | 0.26% | 29,397 | -25,802 | -46.7% | -$303.07万 | 减仓 |
| FDX | FEDEX CORP. | $337.37万 | 0.26% | 10,774 | -63,261 | -85.4% | -$1,980.89万 | 减仓 |
| COP | CONOCOPHILLIPS | $334.10万 | 0.25% | 32,137 | 1,432 | 4.7% | $14.89万 | 加仓 |
| PNC | PNC FINANCIAL SERVICES GROUP INC. | $325.36万 | 0.25% | 13,214 | 3,799 | 40.4% | $93.54万 | 加仓 |
| PGR | PROGRESSIVE CORP | $299.52万 | 0.23% | 13,711 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC SPONSORED ADR | $295.09万 | 0.22% | 49,084 | -2,609 | -5.0% | -$15.69万 | 减仓 |
| GIII | G III APPAREL | $288.56万 | 0.22% | 85,600 | 25,147 | 41.6% | $84.77万 | 加仓 |
| HAFN | HAFNIA LTD | $275.15万 | 0.21% | 414,383 | 37,480 | 9.9% | $24.89万 | 加仓 |
| ARW | ARROW ELECTRIC | $274.00万 | 0.21% | 12,839 | 1,169 | 10.0% | $24.95万 | 加仓 |
| DINO | HF SINCLAIR CORP | $271.09万 | 0.21% | 38,922 | 9,208 | 31.0% | $64.13万 | 加仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS LP | $267.76万 | 0.20% | 111,658 | 39,276 | 54.3% | $94.18万 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES | $263.57万 | 0.20% | 84,748 | 11,120 | 15.1% | $34.58万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $249.70万 | 0.19% | 69,343 | 31,651 | 84.0% | $113.98万 | 加仓 |
| ELV | ELEVANCE HEALTH | $248.16万 | 0.19% | 6,417 | 1,621 | 33.8% | $62.69万 | 加仓 |
| EVTC | EVERTEC INC | $245.82万 | 0.19% | 88,487 | 88,487 | — | $245.82万 | 新建仓 |
| ALSN | ALLISON TRANSMISSION HLD | $245.67万 | 0.19% | 21,791 | 5,995 | 38.0% | $67.59万 | 加仓 |
| NTR | NUTRIEN LTD | $235.08万 | 0.18% | 37,327 | 3,190 | 9.3% | $20.09万 | 加仓 |
| CROX | CROCS INC | $231.40万 | 0.18% | 19,181 | 5,166 | 36.9% | $62.32万 | 加仓 |
| ALLY | ALLY FINANCIAL | $217.29万 | 0.16% | 47,288 | 13,776 | 41.1% | $63.30万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $216.48万 | 0.16% | 37,570 | 11,412 | 43.6% | $65.76万 | 加仓 |
| CI | CIGNA CORP. | $210.73万 | 0.16% | 7,644 | 2,269 | 42.2% | $62.55万 | 加仓 |
| HTLD | HEARTLAND EXPRESS INC. | $210.22万 | 0.16% | 138,119 | 11,463 | 9.1% | $17.45万 | 加仓 |
| WU | WESTERN UNION | $209.81万 | 0.16% | 272,476 | 99,017 | 57.1% | $76.24万 | 加仓 |
| PSX | PHILLIPS 66 | $207.63万 | 0.16% | 12,282 | -85 | -0.7% | -$1.44万 | 减仓 |
| ABG | ASBURY AUTO GROUP | $207.21万 | 0.16% | 10,305 | 3,052 | 42.1% | $61.37万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $205.10万 | 0.16% | 17,963 | 17,963 | — | $205.10万 | 新建仓 |
| THO | THOR INDUSTRIES INC. | $199.37万 | 0.15% | 26,526 | 26,526 | — | $199.37万 | 新建仓 |
| TDW | TIDEWATER INC | $196.93万 | 0.15% | 29,555 | 3,636 | 14.0% | $24.23万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $196.78万 | 0.15% | 146,196 | 146,196 | — | $196.78万 | 新建仓 |
| SIRI | SIRIUS XM HOLDINGS INC | $196.42万 | 0.15% | 66,492 | 19,611 | 41.8% | $57.93万 | 加仓 |
| MTDR | MATADOR RESOURCES CO. | $188.67万 | 0.14% | 37,901 | 9,615 | 34.0% | $47.86万 | 加仓 |
| UPS | UNITED PARCEL SERVICE | $178.77万 | 0.14% | 16,630 | 1,115 | 7.2% | $11.99万 | 加仓 |
| GLOB | GLOBANT SA | $177.42万 | 0.13% | 61,306 | 61,306 | — | $177.42万 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $175.36万 | 0.13% | 19,598 | 19,598 | — | $175.36万 | 新建仓 |
| TAP | MOLSON COORS BREWING COMPANY | $174.16万 | 0.13% | 44,702 | 12,952 | 40.8% | $50.46万 | 加仓 |
| SHOE | SHOE STATION GROUP INC | $173.16万 | 0.13% | 116,763 | 116,763 | — | $173.16万 | 新建仓 |
| HP | HELMERICH & PAYNE | $171.02万 | 0.13% | 52,236 | 4,022 | 8.3% | $13.17万 | 加仓 |
| UNH | UNITEDHEALTH GROUP | $169.95万 | 0.13% | 4,089 | 422 | 11.5% | $17.54万 | 加仓 |
| AAP | ADVANCE AUTO PARTS INC. | $168.73万 | 0.13% | 27,118 | 2,947 | 12.2% | $18.34万 | 加仓 |
| LKQ | LKQ CORP | $163.42万 | 0.12% | 62,066 | 19,420 | 45.5% | $51.13万 | 加仓 |
| CNC | CENTENE CORP | $161.25万 | 0.12% | 25,121 | 6,166 | 32.5% | $39.58万 | 加仓 |
| LW | LAMB WESTON HOLDINGS INC | $160.95万 | 0.12% | 37,275 | 11,315 | 43.6% | $48.86万 | 加仓 |
| EFOR | EVERFORTH INC | $156.50万 | 0.12% | 87,577 | 87,577 | — | $156.50万 | 新建仓 |
| — | BEAZER HOMES USA | $152.69万 | 0.12% | 54,435 | 3,912 | 7.7% | $10.97万 | 加仓 |
| DVN | DEVON ENERGY CORP | $141.10万 | 0.11% | 34,147 | 8,525 | 33.3% | $35.23万 | 加仓 |
| KVUE | KENVUE INC. | $139.41万 | 0.11% | 72,949 | 32,043 | 78.3% | $61.23万 | 加仓 |
| LPG | DORIAN LPG LIMITED | $138.78万 | 0.11% | 39,902 | 4,422 | 12.5% | $15.38万 | 加仓 |
| EMR | EMERSON ELECTRIC CO | $125.16万 | 0.09% | 8,743 | -200 | -2.2% | -$2.86万 | 减仓 |
| AMN | AMN HEALTHCARE SERVICES INC | $120.74万 | 0.09% | 37,299 | 9,336 | 33.4% | $30.22万 | 加仓 |
| BSM | BLACKSTONE MINE | $116.69万 | 0.09% | 83,530 | 6,166 | 8.0% | $8.61万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS | $101.10万 | 0.08% | 23,878 | -94 | -0.4% | -$3,980 | 减仓 |
| CMCSA | COMCAST CORPORATION - CLASS A | $76.92万 | 0.06% | 31,330 | -166 | -0.5% | -$4,075 | 减仓 |
| HLN | HALEON PLC ADR | $67.21万 | 0.05% | 72,035 | -715 | -1.0% | -$6,671 | 减仓 |
| OEC | ORION SA | $60.01万 | 0.05% | 90,520 | 29,400 | 48.1% | $19.49万 | 加仓 |
| FMC | FMC CORP. | $50.53万 | 0.04% | 43,935 | 13,058 | 42.3% | $15.02万 | 加仓 |
| BABA | ALIBABA GROUP HOLDING SP-ADR | $38.01万 | 0.03% | 3,960 | -100 | -2.5% | -$9,598 | 减仓 |
| FDXF | FEDEX HOLDINGS CO INC | $33.30万 | 0.03% | 2,206 | 2,206 | — | $33.30万 | 新建仓 |
| CNXC | CONCENTRIX CORP | $30.09万 | 0.02% | 13,431 | -192 | -1.4% | -$4,302 | 减仓 |
| INTC | INTEL CORP | $20.94万 | 0.02% | 1,500 | 1,500 | — | $20.94万 | 新建仓 |
| MICC | MAGNUM ICE CREAM CO NV ADR | $20.29万 | 0.02% | 11,654 | -393 | -3.3% | -$6,842 | 减仓 |
| BAX | BAXTER INTERNATIONAL INC | $20.21万 | 0.02% | 9,479 | -260 | -2.7% | -$5,543 | 减仓 |
| — | SEALED AIR CORPORATION | $0 | 0.00% | 0 | -509,581 | -100.0% | -$1,801.37万 | 清仓 |
| SNEX | STONEX GROUP, INC. | $0 | 0.00% | 0 | -54,035 | -100.0% | -$435.79万 | 清仓 |
| NE | NOBLE CORP PLC | $0 | 0.00% | 0 | -54,434 | -100.0% | -$267.11万 | 清仓 |
| TRMD | TORM PLC-A | $0 | 0.00% | 0 | -92,911 | -100.0% | -$259.22万 | 清仓 |
| BFH | BREAD FINANCIAL HOLDINGS, INC. | $0 | 0.00% | 0 | -31,262 | -100.0% | -$234.12万 | 清仓 |
| ZION | ZIONS BANCORPORATION N.A. | $0 | 0.00% | 0 | -37,877 | -100.0% | -$218.25万 | 清仓 |
| HCI | HCI GROUP INC | $0 | 0.00% | 0 | -10,906 | -100.0% | -$209.06万 | 清仓 |
| EPD | ENTERPRISE PRODUCTS PARTNERS | $0 | 0.00% | 0 | -51,549 | -100.0% | -$195.06万 | 清仓 |
| AGCO | AGCO CORP. | $0 | 0.00% | 0 | -16,647 | -100.0% | -$192.89万 | 清仓 |