SCHWERIN BOYLE CAPITAL MANAGEMENT INC
SPRINGFIELD MA · SEC CIK 0000937522
$7.88亿2026Q1 申报市值
47持仓数
53.7%前十大占比 · 第一大 13.1%
2 / 1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
CHTR 新建仓+$1,599.56万
AMZN 新建仓+$898.68万
MSFT 加仓+$3,702
2026Q1 卖出最多 按季末市值估算
GOOG 减仓-$1,996.37万
BRK/B 减仓-$1,233.89万
WFC 减仓-$732.18万
MCK 减仓-$653.35万
META 减仓-$585.75万
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATH B | $1.03亿 | 13.10% | 215,409 | -25,749 | -10.7% | -$1,233.89万 | 减仓 |
| WFC | WELLS FARGO | $5,168.93万 | 6.56% | 649,281 | -91,971 | -12.4% | -$732.18万 | 减仓 |
| META | META PLATFORMS | $4,484.30万 | 5.69% | 78,379 | -10,238 | -11.6% | -$585.75万 | 减仓 |
| GOOG | ALPHABET, INC | $4,373.18万 | 5.55% | 152,450 | -69,594 | -31.3% | -$1,996.37万 | 减仓 |
| AXP | AMER EXPRESS | $4,337.68万 | 5.50% | 143,404 | -15,925 | -10.0% | -$481.70万 | 减仓 |
| — | EXXON MOBIL | $3,412.91万 | 4.33% | 201,162 | -14,430 | -6.7% | -$244.82万 | 减仓 |
| JPM | JP MORGAN CHASE | $3,283.21万 | 4.17% | 111,613 | -7,930 | -6.6% | -$233.27万 | 减仓 |
| MA | MASTERCARD INC | $2,473.82万 | 3.14% | 49,510 | -6,240 | -11.2% | -$311.79万 | 减仓 |
| SPXC | SPX TECH. INC. | $2,398.28万 | 3.04% | 119,950 | -12,500 | -9.4% | -$249.93万 | 减仓 |
| AYI | ACUITY INC. | $2,075.39万 | 2.63% | 74,063 | -5,855 | -7.3% | -$164.07万 | 减仓 |
| ST | SENSATA TECH | $2,069.62万 | 2.63% | 587,625 | -85,250 | -12.7% | -$300.25万 | 减仓 |
| VZ | VERIZON COMM | $1,870.52万 | 2.37% | 372,614 | -26,250 | -6.6% | -$131.78万 | 减仓 |
| ACN | ACCENTURE PLC | $1,812.35万 | 2.30% | 91,399 | -10,385 | -10.2% | -$205.92万 | 减仓 |
| AGCO | AGCO CORP | $1,741.94万 | 2.21% | 150,336 | -11,803 | -7.3% | -$136.76万 | 减仓 |
| L | LOEWS CORP | $1,692.64万 | 2.15% | 158,576 | -18,875 | -10.6% | -$201.47万 | 减仓 |
| PSX | PHILLIPS 66 | $1,668.09万 | 2.12% | 91,563 | -2,928 | -3.1% | -$53.34万 | 减仓 |
| OXY | OCCIDENTAL PETROLEUM | $1,602.96万 | 2.03% | 246,610 | -27,778 | -10.1% | -$180.56万 | 减仓 |
| CHTR | CHARTER COMM. | $1,599.56万 | 2.03% | 74,095 | 74,095 | — | $1,599.56万 | 新建仓 |
| SCHF | SCHWAB INTL EQUITY ETF | $1,565.14万 | 1.99% | 632,381 | -74,119 | -10.5% | -$183.44万 | 减仓 |
| PFE | PFIZER INC | $1,527.11万 | 1.94% | 543,843 | -40,925 | -7.0% | -$114.92万 | 减仓 |
| KO | COCA COLA | $1,480.47万 | 1.88% | 194,670 | -25,580 | -11.6% | -$194.54万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKET | $1,432.13万 | 1.82% | 264,964 | -31,056 | -10.5% | -$167.86万 | 减仓 |
| MCK | MCKESSON CORP | $1,384.58万 | 1.76% | 16,000 | -7,550 | -32.1% | -$653.35万 | 减仓 |
| GNTX | GENTEX CORP | $1,357.51万 | 1.72% | 621,286 | -74,432 | -10.7% | -$162.63万 | 减仓 |
| SLB | SLB | $1,325.71万 | 1.68% | 257,970 | -17,375 | -6.3% | -$89.29万 | 减仓 |
| ALLE | ALLEGION PLC | $931.64万 | 1.18% | 64,123 | -4,217 | -6.2% | -$61.27万 | 减仓 |
| IT | GARTNER INC | $925.91万 | 1.18% | 58,476 | -5,525 | -8.6% | -$87.48万 | 减仓 |
| DG | DOLLAR GENERAL | $901.85万 | 1.14% | 75,958 | -9,243 | -10.8% | -$109.74万 | 减仓 |
| AMZN | AMAZON.COM | $898.68万 | 1.14% | 43,150 | 43,150 | — | $898.68万 | 新建仓 |
| CTSH | COGNIZANT TECH | $821.87万 | 1.04% | 133,964 | -13,741 | -9.3% | -$84.30万 | 减仓 |
| FISV | FISERV INC | $790.79万 | 1.00% | 141,718 | -17,082 | -10.8% | -$95.32万 | 减仓 |
| COR | CENCORA INC | $739.39万 | 0.94% | 23,537 | -3,688 | -13.5% | -$115.85万 | 减仓 |
| ICE | INTERCONT'L EXCH | $725.06万 | 0.92% | 46,100 | -6,875 | -13.0% | -$108.13万 | 减仓 |
| LUV | SOUTHWEST AIR | $691.01万 | 0.88% | 183,927 | -21,673 | -10.5% | -$81.43万 | 减仓 |
| MSFT | MICROSOFT | $681.48万 | 0.86% | 18,410 | 10 | 0.1% | $3,702 | 加仓 |
| AEBI | AEBI-SCHMIDT | $671.89万 | 0.85% | 691,953 | -82,106 | -10.6% | -$79.72万 | 减仓 |
| FWONK | LIBERTY MED FORM 1 | $631.49万 | 0.80% | 74,275 | -700 | -0.9% | -$5.95万 | 减仓 |
| XMTR | XOMETRY INC-A | $617.20万 | 0.78% | 151,127 | -17,713 | -10.5% | -$72.34万 | 减仓 |
| EVTC | EVERTEC, INC | $549.52万 | 0.70% | 194,727 | -22,823 | -10.5% | -$64.41万 | 减仓 |
| DFJ | WISDOMTREE JPN S | $534.14万 | 0.68% | 52,336 | -6,134 | -10.5% | -$62.60万 | 减仓 |
| PYPL | PAYPAL HOLDINGS | $430.87万 | 0.55% | 95,263 | -5,125 | -5.1% | -$23.18万 | 减仓 |
| BUD | ANHEUSER BUSCH | $300.04万 | 0.38% | 43,252 | -475 | -1.1% | -$3.30万 | 减仓 |
| LLYVA | LIBERTY LIVE A | $237.51万 | 0.30% | 25,918 | -6,649 | -20.4% | -$60.93万 | 减仓 |
| BRK/A | BERKSHIRE HATH A | $143.63万 | 0.18% | 2 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC CORP | $66.83万 | 0.08% | 2,674 | -318 | -10.6% | -$7.95万 | 减仓 |
| LLYVK | LIBERTY LIVE C | $32.01万 | 0.04% | 3,401 | -29 | -0.8% | -$2,729 | 减仓 |
| DNOW | NOW INC | $15.11万 | 0.02% | 12,684 | 0 | 0.0% | — | 不变 |
| IBM | INTL BUS MACHINES | $0 | 0.00% | 0 | -750 | -100.0% | -$22.22万 | 清仓 |