Tweedy, Browne Co LLC
Stamford CT · SEC CIK 0000732905
$12.59亿2026Q1 申报市值
93持仓数
70.3%前十大占比 · 第一大 17.6%
6 / 9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
JAZZ 新建仓+$1,138.25万
SNEX 加仓+$252.91万
KT 加仓+$171.11万
CI 新建仓+$143.38万
ABG 新建仓+$141.73万
2026Q1 卖出最多 按季末市值估算
IONS 减仓-$1,421.49万
FDX 减仓-$1,378.84万
JNJ 减仓-$405.40万
WFC 减仓-$345.88万
BNY 减仓-$218.73万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ATMU | ATMUS FILTRATION TECHNOLOGIES | $0 | 0.00% | 0 | -40,550 | -100.0% | -$210.50万 | 清仓 |
| GM | GENERAL MOTORS | $0 | 0.00% | 0 | -25,695 | -100.0% | -$208.95万 | 清仓 |
| AN | AUTONATION, INC. | $0 | 0.00% | 0 | -6,044 | -100.0% | -$124.80万 | 清仓 |
| — | CENOVUS ENERGY | $0 | 0.00% | 0 | -56,920 | -100.0% | -$96.42万 | 清仓 |
| OBDC | BLUE OWL CAPITAL CORP | $0 | 0.00% | 0 | -70,781 | -100.0% | -$87.98万 | 清仓 |
| CLF | CLEVELAND-CLIFFS INC | $0 | 0.00% | 0 | -60,627 | -100.0% | -$80.51万 | 清仓 |
| HLF | HERBALIFE LTD | $0 | 0.00% | 0 | -51,480 | -100.0% | -$66.36万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -4,517 | -100.0% | -$63.89万 | 清仓 |
| CCSI | CONSENSUS CLOUD | $0 | 0.00% | 0 | -15,574 | -100.0% | -$33.98万 | 清仓 |
| MICC | MAGNUM ICE CREAM CO NV ADR | $18.01万 | 0.01% | 12,047 | -391 | -3.1% | -$5,845 | 减仓 |
| BAX | BAXTER INTERNATIONAL INC | $22.18万 | 0.02% | 9,739 | 0 | 0.0% | — | 不变 |
| CNXC | CONCENTRIX CORP | $37.27万 | 0.03% | 13,623 | -350 | -2.5% | -$9,576 | 减仓 |
| OEC | ORION SA | $39.73万 | 0.03% | 61,120 | 21,963 | 56.1% | $14.28万 | 加仓 |
| PSEC | PROSPECT CAPITAL CORP | $42.20万 | 0.03% | 162,953 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HOLDING SP-ADR | $50.94万 | 0.04% | 4,060 | 0 | 0.0% | — | 不变 |
| AMN | AMN HEALTHCARE SERVICES INC | $51.28万 | 0.04% | 27,963 | 9,891 | 54.7% | $18.14万 | 加仓 |
| FMC | FMC CORP. | $53.17万 | 0.04% | 30,877 | 10,725 | 53.2% | $18.47万 | 加仓 |
| CNC | CENTENE CORP | $62.06万 | 0.05% | 18,955 | 6,907 | 57.3% | $22.61万 | 加仓 |
| EMBC | EMBECTA CORP | $66.61万 | 0.05% | 75,356 | 27,165 | 56.4% | $24.01万 | 加仓 |
| KVUE | KENVUE INC. | $70.52万 | 0.06% | 40,906 | -1 | -0.0% | -$17 | 减仓 |
| HLN | HALEON PLC ADR | $72.82万 | 0.06% | 72,750 | -3,780 | -4.9% | -$3.78万 | 减仓 |
| CMCSA | COMCAST CORPORATION - CLASS A | $90.42万 | 0.07% | 31,496 | 0 | 0.0% | — | 不变 |
| — | BEAZER HOMES USA | $97.21万 | 0.08% | 50,523 | 18,651 | 58.5% | $35.88万 | 加仓 |
| UNH | UNITEDHEALTH GROUP | $99.23万 | 0.08% | 3,667 | 1,208 | 49.1% | $32.69万 | 加仓 |
| SIRI | SIRIUS XM HOLDINGS INC | $108.20万 | 0.09% | 46,881 | 16,761 | 55.6% | $38.68万 | 加仓 |
| LW | LAMB WESTON HOLDINGS INC | $109.71万 | 0.09% | 25,960 | 9,395 | 56.7% | $39.70万 | 加仓 |
| CROX | CROCS INC | $116.35万 | 0.09% | 14,015 | 4,976 | 55.1% | $41.31万 | 加仓 |
| BSM | BLACKSTONE MINE | $116.97万 | 0.09% | 77,364 | 27,535 | 55.3% | $41.63万 | 加仓 |
| EMR | EMERSON ELECTRIC CO | $117.17万 | 0.09% | 8,943 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS | $120.34万 | 0.10% | 23,972 | 0 | 0.0% | — | 不变 |
| LPG | DORIAN LPG LIMITED | $121.34万 | 0.10% | 35,480 | 12,891 | 57.1% | $44.09万 | 加仓 |
| LKQ | LKQ CORP | $125.25万 | 0.10% | 42,646 | 42,646 | — | $125.25万 | 新建仓 |
| AAP | ADVANCE AUTO PARTS INC. | $127.50万 | 0.10% | 24,171 | 8,992 | 59.2% | $47.43万 | 加仓 |
| DVN | DEVON ENERGY CORP | $128.93万 | 0.10% | 25,622 | 9,057 | 54.7% | $45.57万 | 加仓 |
| ALLY | ALLY FINANCIAL | $131.47万 | 0.10% | 33,512 | 33,512 | — | $131.47万 | 新建仓 |
| HTLD | HEARTLAND EXPRESS INC. | $131.72万 | 0.10% | 126,656 | 46,458 | 57.9% | $48.32万 | 加仓 |
| TAP | MOLSON COORS BREWING COMPANY | $136.72万 | 0.11% | 31,750 | 11,583 | 57.4% | $49.88万 | 加仓 |
| CVS | CVS CORP. | $137.41万 | 0.11% | 19,132 | 7,047 | 58.3% | $50.61万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $139.54万 | 0.11% | 37,692 | 37,692 | — | $139.54万 | 新建仓 |
| ELV | ELEVANCE HEALTH | $140.40万 | 0.11% | 4,796 | 1,668 | 53.3% | $48.83万 | 加仓 |
| ABG | ASBURY AUTO GROUP | $141.73万 | 0.11% | 7,253 | 7,253 | — | $141.73万 | 新建仓 |
| CI | CIGNA CORP. | $143.38万 | 0.11% | 5,375 | 5,375 | — | $143.38万 | 新建仓 |
| SFNC | SIMMONS FIRS NATIONAL CORP-A | $150.14万 | 0.12% | 77,193 | 28,621 | 58.9% | $55.67万 | 加仓 |
| WU | WESTERN UNION | $151.43万 | 0.12% | 173,459 | 65,706 | 61.0% | $57.36万 | 加仓 |
| UPS | UNITED PARCEL SERVICE | $152.64万 | 0.12% | 15,515 | 5,673 | 57.6% | $55.81万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $158.65万 | 0.13% | 26,158 | 9,316 | 55.3% | $56.50万 | 加仓 |
| FIBK | FIRST INTERSTATE BANCSYSTEM INC | $164.90万 | 0.13% | 49,370 | 17,595 | 55.4% | $58.77万 | 加仓 |
| ARW | ARROW ELECTRIC | $167.36万 | 0.13% | 11,670 | 4,140 | 55.0% | $59.37万 | 加仓 |
| TSN | TYSON FOODS | $167.37万 | 0.13% | 26,123 | 9,558 | 57.7% | $61.24万 | 加仓 |
| GIII | G III APPAREL | $167.45万 | 0.13% | 60,453 | 21,610 | 55.6% | $59.86万 | 加仓 |
| HP | HELMERICH & PAYNE | $173.72万 | 0.14% | 48,214 | 17,505 | 57.0% | $63.07万 | 加仓 |
| MTDR | MATADOR RESOURCES CO. | $178.71万 | 0.14% | 28,286 | 10,205 | 56.4% | $64.48万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLD | $184.91万 | 0.15% | 15,796 | 5,719 | 56.8% | $66.95万 | 加仓 |
| DINO | HF SINCLAIR CORP | $185.39万 | 0.15% | 29,714 | 13,030 | 78.1% | $81.29万 | 加仓 |
| AGCO | AGCO CORP. | $192.89万 | 0.15% | 16,647 | 5,746 | 52.7% | $66.58万 | 加仓 |
| EPD | ENTERPRISE PRODUCTS PARTNERS | $195.06万 | 0.15% | 51,549 | -56,886 | -52.5% | -$215.26万 | 减仓 |
| PNC | PNC FINANCIAL SERVICES GROUP INC. | $195.92万 | 0.16% | 9,415 | 3,347 | 55.2% | $69.65万 | 加仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS LP | $200.14万 | 0.16% | 72,382 | 25,687 | 55.0% | $71.02万 | 加仓 |
| HCI | HCI GROUP INC | $209.06万 | 0.17% | 10,906 | 0 | 0.0% | — | 不变 |
| TDW | TIDEWATER INC | $216.55万 | 0.17% | 25,919 | 9,354 | 56.5% | $78.15万 | 加仓 |
| ZION | ZIONS BANCORPORATION N.A. | $218.25万 | 0.17% | 37,877 | 13,774 | 57.1% | $79.37万 | 加仓 |
| PSX | PHILLIPS 66 | $225.30万 | 0.18% | 12,367 | -135 | -1.1% | -$2.46万 | 减仓 |
| BFH | BREAD FINANCIAL HOLDINGS, INC. | $234.12万 | 0.19% | 31,262 | 11,603 | 59.0% | $86.89万 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES | $248.20万 | 0.20% | 73,628 | 26,943 | 57.7% | $90.82万 | 加仓 |
| NTR | NUTRIEN LTD | $256.87万 | 0.20% | 34,137 | 16,402 | 92.5% | $123.42万 | 加仓 |
| TRMD | TORM PLC-A | $259.22万 | 0.21% | 92,911 | 44,316 | 91.2% | $123.64万 | 加仓 |
| NE | NOBLE CORP PLC | $267.11万 | 0.21% | 54,434 | 19,797 | 57.2% | $97.14万 | 加仓 |
| PGR | PROGRESSIVE CORP | $271.81万 | 0.22% | 13,711 | 0 | 0.0% | — | 不变 |
| HAFN | HAFNIA LTD | $286.45万 | 0.23% | 376,903 | 180,522 | 91.9% | $137.20万 | 加仓 |
| UL | UNILEVER PLC SPONSORED ADR | $294.50万 | 0.23% | 51,693 | -3,681 | -6.6% | -$20.97万 | 减仓 |
| KT | KT CORP - ADR | $358.60万 | 0.28% | 167,181 | 79,772 | 91.3% | $171.11万 | 加仓 |
| GL | GLOBE LIFE INC. | $389.27万 | 0.31% | 27,833 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $405.31万 | 0.32% | 30,705 | 4,689 | 18.0% | $61.89万 | 加仓 |
| CSCO | CISCO SYSTEMS INC | $428.29万 | 0.34% | 55,199 | -869 | -1.5% | -$6.74万 | 减仓 |
| SNEX | STONEX GROUP, INC. | $435.79万 | 0.35% | 54,035 | 31,359 | 138.3% | $252.91万 | 加仓 |
| GSK | GSK PLC ADR | $451.37万 | 0.36% | 81,785 | -458 | -0.6% | -$2.53万 | 减仓 |
| UNP | UNION PACIFIC CORP | $465.47万 | 0.37% | 19,185 | -865 | -4.3% | -$20.99万 | 减仓 |
| DEO | DIAGEO P L C - ADR | $939.64万 | 0.75% | 126,211 | -3,597 | -2.8% | -$26.78万 | 减仓 |
| USB | US BANCORP | $958.27万 | 0.76% | 184,248 | -1,520 | -0.8% | -$7.91万 | 减仓 |
| TTE | TOTALENERGIES SE ADR | $1,069.95万 | 0.85% | 117,603 | -17,487 | -12.9% | -$159.10万 | 减仓 |
| NVS | NOVARTIS AG AMERICAN DEPOSITORY SHARES | $1,089.18万 | 0.87% | 71,305 | -3,600 | -4.8% | -$54.99万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $1,138.25万 | 0.90% | 60,209 | 60,209 | — | $1,138.25万 | 新建仓 |
| BNY | BANK OF NEW YORK MELLON CORP | $1,292.53万 | 1.03% | 108,955 | -18,438 | -14.5% | -$218.73万 | 减仓 |
| BAC | BANK OF AMERICA CORP COM | $1,780.71万 | 1.41% | 365,274 | -9,188 | -2.5% | -$44.79万 | 减仓 |
| — | SEALED AIR CORPORATION | $1,801.37万 | 1.43% | 509,581 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS | $1,803.44万 | 1.43% | 40,387 | 1,239 | 3.2% | $55.33万 | 加仓 |
| AZO | AUTOZONE, INC. | $1,869.60万 | 1.49% | 5,535 | -59 | -1.1% | -$19.93万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $1,905.17万 | 1.51% | 62,985 | -1,607 | -2.5% | -$48.61万 | 减仓 |
| UHAL/B | U-HAUL HOLDING CO - NON VOTING | $2,069.70万 | 1.64% | 463,332 | -2,885 | -0.6% | -$12.89万 | 减仓 |
| UNF | UNIFIRST CORP | $2,557.94万 | 2.03% | 101,671 | -388 | -0.4% | -$9.76万 | 减仓 |
| TFC | TRUIST FINANCIAL CORP | $2,562.53万 | 2.04% | 557,435 | -4,725 | -0.8% | -$21.72万 | 减仓 |
| FDX | FEDEX CORP. | $2,636.98万 | 2.09% | 74,035 | -38,712 | -34.3% | -$1,378.84万 | 减仓 |
| NVST | ENVISTA HOLDINGS CORP | $3,645.11万 | 2.90% | 1,436,781 | -6,552 | -0.5% | -$16.62万 | 减仓 |
| ALV | AUTOLIV INC. | $4,033.85万 | 3.20% | 383,592 | -17,332 | -4.3% | -$182.26万 | 减仓 |
| WFC | WELLS FARGO & CO | $4,107.24万 | 3.26% | 515,920 | -43,447 | -7.8% | -$345.88万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B | $4,667.70万 | 3.71% | 97,406 | 325 | 0.3% | $15.57万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $5,365.21万 | 4.26% | 219,490 | -16,585 | -7.0% | -$405.40万 | 减仓 |
| GOOGL | ALPHABET INC-CL A | $5,703.49万 | 4.53% | 198,341 | -1,220 | -0.6% | -$35.08万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC | $1.03亿 | 8.22% | 144 | 0 | 0.0% | — | 不变 |
| KOF | COCA COLA FEMSA | $1.14亿 | 9.07% | 1,170,026 | -18,720 | -1.6% | -$182.61万 | 减仓 |