SCHWERIN BOYLE CAPITAL MANAGEMENT INC
SPRINGFIELD MA · SEC CIK 0000937522
$8.16亿2026Q2 申报市值
49持仓数
54.7%前十大占比 · 第一大 13.1%
3 / 1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
XOM 新建仓+$2,701.75万
MTH 新建仓+$1,194.22万
SSD 新建仓+$343.33万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL 清仓-$3,412.91万
WFC 减仓-$280.89万
GOOG 减仓-$166.24万
ST 减仓-$136.78万
AXP 减仓-$131.07万
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATH B | $1.07亿 | 13.07% | 213,066 | -2,343 | -1.1% | -$117.24万 | 减仓 |
| GOOG | ALPHABET, INC | $5,220.27万 | 6.40% | 147,745 | -4,705 | -3.1% | -$166.24万 | 减仓 |
| WFC | WELLS FARGO | $5,084.76万 | 6.23% | 615,291 | -33,990 | -5.2% | -$280.89万 | 减仓 |
| AXP | AMER EXPRESS | $4,719.57万 | 5.78% | 139,529 | -3,875 | -2.7% | -$131.07万 | 减仓 |
| META | META PLATFORMS | $4,349.39万 | 5.33% | 77,214 | -1,165 | -1.5% | -$65.62万 | 减仓 |
| JPM | JP MORGAN CHASE | $3,597.78万 | 4.41% | 109,913 | -1,700 | -1.5% | -$55.65万 | 减仓 |
| SPXC | SPX TECH. INC. | $2,891.90万 | 3.54% | 117,955 | -1,995 | -1.7% | -$48.91万 | 减仓 |
| AYI | ACUITY INC. | $2,737.87万 | 3.36% | 72,688 | -1,375 | -1.9% | -$51.79万 | 减仓 |
| XOM | EXXON MOBIL | $2,701.75万 | 3.31% | 197,612 | 197,612 | — | $2,701.75万 | 新建仓 |
| ST | SENSATA TECH | $2,668.55万 | 3.27% | 558,975 | -28,650 | -4.9% | -$136.78万 | 减仓 |
| MA | MASTERCARD INC | $2,506.88万 | 3.07% | 48,810 | -700 | -1.4% | -$35.95万 | 减仓 |
| SCHF | SCHWAB INTL EQUITY ETF | $1,751.70万 | 2.15% | 632,381 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $1,746.28万 | 2.14% | 154,251 | -4,325 | -2.7% | -$48.96万 | 减仓 |
| AGCO | AGCO CORP | $1,740.87万 | 2.13% | 145,436 | -4,900 | -3.3% | -$58.65万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKET | $1,581.57万 | 1.94% | 264,964 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP | $1,569.99万 | 1.92% | 621,286 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMM | $1,562.62万 | 1.92% | 369,064 | -3,550 | -1.0% | -$15.03万 | 减仓 |
| PSX | PHILLIPS 66 | $1,517.87万 | 1.86% | 89,788 | -1,775 | -1.9% | -$30.01万 | 减仓 |
| KO | COCA COLA | $1,502.84万 | 1.84% | 184,920 | -9,750 | -5.0% | -$79.24万 | 减仓 |
| XMTR | XOMETRY INC-A | $1,458.68万 | 1.79% | 151,127 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $1,275.62万 | 1.56% | 529,743 | -14,100 | -2.6% | -$33.95万 | 减仓 |
| MCK | MCKESSON CORP | $1,208.96万 | 1.48% | 16,000 | 0 | 0.0% | — | 不变 |
| MTH | MERITAGE HOMES | $1,194.22万 | 1.46% | 142,423 | 142,423 | — | $1,194.22万 | 新建仓 |
| OXY | OCCIDENTAL PETRO | $1,193.17万 | 1.46% | 245,660 | -950 | -0.4% | -$4.61万 | 减仓 |
| SLB | SLB | $1,185.94万 | 1.45% | 255,095 | -2,875 | -1.1% | -$13.37万 | 减仓 |
| ACN | ACCENTURE PLC | $1,120.26万 | 1.37% | 90,024 | -1,375 | -1.5% | -$17.11万 | 减仓 |
| CHTR | CHARTER COMM. | $1,038.06万 | 1.27% | 72,995 | -1,100 | -1.5% | -$15.64万 | 减仓 |
| AMZN | AMAZON.COM | $1,028.44万 | 1.26% | 43,150 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIR | $945.75万 | 1.16% | 183,927 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC | $889.63万 | 1.09% | 63,323 | -800 | -1.2% | -$11.24万 | 减仓 |
| DG | DOLLAR GENERAL | $874.35万 | 1.07% | 75,958 | 0 | 0.0% | — | 不变 |
| AEBI | AEBI-SCHMIDT | $868.40万 | 1.06% | 691,953 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $745.89万 | 0.91% | 57,544 | -932 | -1.6% | -$12.08万 | 减仓 |
| FISV | FISERV INC | $695.13万 | 0.85% | 141,718 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MED FORM 1 | $670.97万 | 0.82% | 70,525 | -3,750 | -5.0% | -$35.68万 | 减仓 |
| MSFT | MICROSOFT | $669.94万 | 0.82% | 17,960 | -450 | -2.4% | -$16.79万 | 减仓 |
| COR | CENCORA INC | $654.73万 | 0.80% | 23,137 | -400 | -1.7% | -$11.32万 | 减仓 |
| ICE | INTERCONT'L EXCH | $554.30万 | 0.68% | 45,025 | -1,075 | -2.3% | -$13.23万 | 减仓 |
| DFJ | WISDOMTREE JPN S | $551.12万 | 0.68% | 52,336 | 0 | 0.0% | — | 不变 |
| EVTC | EVERTEC, INC | $540.95万 | 0.66% | 194,727 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECH | $516.52万 | 0.63% | 133,364 | -600 | -0.4% | -$2.32万 | 减仓 |
| PYPL | PAYPAL HOLDINGS | $400.01万 | 0.49% | 92,638 | -2,625 | -2.8% | -$11.33万 | 减仓 |
| SSD | SIMPSON MFG. | $343.33万 | 0.42% | 16,400 | 16,400 | — | $343.33万 | 新建仓 |
| BUD | ANHEUSER BUSCH | $332.50万 | 0.41% | 40,352 | -2,900 | -6.7% | -$23.90万 | 减仓 |
| LLYVA | LIBERTY LIVE A | $255.36万 | 0.31% | 25,218 | -700 | -2.7% | -$7.09万 | 减仓 |
| BRK/A | BERKSHIRE HATH A | $149.77万 | 0.18% | 2 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC CORP | $70.00万 | 0.09% | 2,596 | -78 | -2.9% | -$2.10万 | 减仓 |
| LLYVK | LIBERTY LIVE C | $34.25万 | 0.04% | 3,242 | -159 | -4.7% | -$1.68万 | 减仓 |
| DNOW | NOW INC | $16.18万 | 0.02% | 12,472 | -212 | -1.7% | -$2,750 | 减仓 |
| — | EXXON MOBIL | $0 | 0.00% | 0 | -201,162 | -100.0% | -$3,412.91万 | 清仓 |