AVENIR CORP
ALEXANDRIA VA · SEC CIK 0001033475
$8.21亿2026Q2 申报市值
79持仓数
73.4%前十大占比 · 第一大 10.9%
10 / 3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
WAY 加仓+$352.00万
ADBE 加仓+$183.35万
DLTR 加仓+$62.41万
VT 新建仓+$55.14万
DPZ 新建仓+$46.21万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$396.80万
AMZN 减仓-$350.38万
MKL 减仓-$316.00万
ORLY 减仓-$170.80万
MSFT 减仓-$168.16万
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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $8,937.65万 | 10.89% | 239,602 | -4,508 | -1.8% | -$168.16万 | 减仓 |
| MKL | MARKEL GROUP INC | $8,635.01万 | 10.52% | 44,214 | -1,618 | -3.5% | -$316.00万 | 减仓 |
| AMZN | AMAZON COM INC | $8,593.87万 | 10.47% | 360,572 | -14,701 | -3.9% | -$350.38万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $6,733.19万 | 8.20% | 731,153 | -18,547 | -2.5% | -$170.80万 | 减仓 |
| AMT | AMERICAN TOWER CORP NEW | $6,659.19万 | 8.11% | 407,116 | -8,236 | -2.0% | -$134.72万 | 减仓 |
| AAPL | APPLE INC | $6,225.81万 | 7.59% | 215,158 | -13,713 | -6.0% | -$396.80万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,359.94万 | 6.53% | 107,115 | -1,826 | -1.7% | -$91.37万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $3,275.22万 | 3.99% | 63,770 | -1,297 | -2.0% | -$66.61万 | 减仓 |
| CPRT | COPART INC | $3,047.69万 | 3.71% | 1,081,123 | -27,878 | -2.5% | -$78.59万 | 减仓 |
| ADBE | ADOBE INC | $2,779.68万 | 3.39% | 135,581 | 8,943 | 7.1% | $183.35万 | 加仓 |
| WAY | WAYSTAR HLDG CORP | $2,350.10万 | 2.86% | 1,144,717 | 171,457 | 17.6% | $352.00万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $1,974.37万 | 2.41% | 228,014 | -2,138 | -0.9% | -$18.51万 | 减仓 |
| BOKF | BOK FINL CORP | $1,722.35万 | 2.10% | 124,017 | -940 | -0.8% | -$13.05万 | 减仓 |
| AMTM | AMENTUM HOLDINGS INC | $1,677.84万 | 2.04% | 811,726 | -29,373 | -3.5% | -$60.71万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1,598.43万 | 1.95% | 31,375 | -577 | -1.8% | -$29.40万 | 减仓 |
| V | VISA INC | $1,379.46万 | 1.68% | 40,207 | -868 | -2.1% | -$29.78万 | 减仓 |
| ATOM | ATOMERA INC | $1,279.20万 | 1.56% | 1,468,660 | 7,245 | 0.5% | $6.31万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP NEW | $1,093.68万 | 1.33% | 61,979 | 232 | 0.4% | $4.09万 | 加仓 |
| MPLX | MPLX LP | $1,044.17万 | 1.27% | 185,366 | -1,526 | -0.8% | -$8.60万 | 减仓 |
| ET | ENERGY TRANSFER LP | $861.10万 | 1.05% | 450,367 | -960 | -0.2% | -$1.84万 | 减仓 |
| ERII | ENERGY RECOVERY INC | $625.89万 | 0.76% | 693,886 | -123,869 | -15.1% | -$111.73万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $464.00万 | 0.57% | 145,135 | -50 | -0.0% | -$1,599 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS LP | $461.26万 | 0.56% | 125,478 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $449.31万 | 0.55% | 6 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $387.79万 | 0.47% | 10,975 | 205 | 1.9% | $7.24万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $328.32万 | 0.40% | 14,356 | -406 | -2.8% | -$9.29万 | 减仓 |
| EQIX | EQUINIX INC | $285.72万 | 0.35% | 2,741 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $224.10万 | 0.27% | 5,681 | -429 | -7.0% | -$16.92万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $220.28万 | 0.27% | 134,478 | -1,715 | -1.3% | -$2.81万 | 减仓 |
| AX | AXOS FINANCIAL INC. | $202.47万 | 0.25% | 20,790 | 0 | 0.0% | — | 不变 |
| — | CYTOSORBENTS CORP | $194.08万 | 0.24% | 5,189,218 | -26,558 | -0.5% | -$9,933 | 减仓 |
| PHYS | SPROTT PHYSICAL GOLD TRUST | $181.96万 | 0.22% | 60,310 | 0 | 0.0% | — | 不变 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $160.59万 | 0.20% | 74,865 | -1,500 | -2.0% | -$3.22万 | 减仓 |
| INTC | INTEL CORP | $159.08万 | 0.19% | 11,393 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $150.40万 | 0.18% | 20,180 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $140.68万 | 0.17% | 24,690 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $132.55万 | 0.16% | 1,930 | 0 | 0.0% | — | 不变 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $120.94万 | 0.15% | 221,900 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $114.09万 | 0.14% | 8,345 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO NEW | $105.75万 | 0.13% | 6,780 | 0 | 0.0% | — | 不变 |
| BSM | BLACK STONE MINERALS LP | $103.24万 | 0.13% | 73,900 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $97.00万 | 0.12% | 8,020 | 5,160 | 180.4% | $62.41万 | 加仓 |
| BN | BROOKFIELD CORP | $95.83万 | 0.12% | 22,500 | 0 | 0.0% | — | 不变 |
| PRVA | PRIVIA HEALTH GROUP INC | $94.54万 | 0.12% | 36,745 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRAST PARTNERS | $84.19万 | 0.10% | 23,071 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TRUST | $77.88万 | 0.09% | 2,114 | 0 | 0.0% | — | 不变 |
| GOOD | GLADSTONE COMMERCIAL CORP | $77.34万 | 0.09% | 62,878 | -3,870 | -5.8% | -$4.76万 | 减仓 |
| NEWT | NEWTEK BUSINESS SVCS CORP | $60.42万 | 0.07% | 40,800 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $58.71万 | 0.07% | 3,456 | 86 | 2.6% | $1.46万 | 加仓 |
| KMX | CARMAX INC | $58.28万 | 0.07% | 11,020 | -1 | -0.0% | -$53 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $55.14万 | 0.07% | 3,513 | 3,513 | — | $55.14万 | 新建仓 |
| — | VIRGINIA NATL BANKSHARES CORP | $47.93万 | 0.06% | 10,800 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW | $46.77万 | 0.06% | 500 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC | $46.21万 | 0.06% | 1,561 | 1,561 | — | $46.21万 | 新建仓 |
| — | OPTIMIZERX CORP | $42.25万 | 0.05% | 73,860 | -3,400 | -4.4% | -$1.94万 | 减仓 |
| AGG | ISHARES TR | $40.42万 | 0.05% | 4,084 | 4,084 | — | $40.42万 | 新建仓 |
| WMT | WALMART INC | $39.65万 | 0.05% | 3,501 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $39.43万 | 0.05% | 1,357 | 0 | 0.0% | — | 不变 |
| ENVX | ENOVIX CORPORATION | $38.14万 | 0.05% | 62,828 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $38.10万 | 0.05% | 1,421 | -181 | -11.3% | -$4.85万 | 减仓 |
| ABBV | ABBVIE INC | $36.79万 | 0.04% | 1,462 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $34.57万 | 0.04% | 925 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $32.65万 | 0.04% | 436 | 436 | — | $32.65万 | 新建仓 |
| RTX | RTX CORPORATION | $31.86万 | 0.04% | 1,679 | 45 | 2.8% | $8,538 | 加仓 |
| MGNI | MAGNITE INC | $31.73万 | 0.04% | 16,715 | -1,000 | -5.6% | -$1.90万 | 减仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $31.45万 | 0.04% | 60,957 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $31.17万 | 0.04% | 1,266 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $30.37万 | 0.04% | 704 | 704 | — | $30.37万 | 新建仓 |
| GEV | GE VERNOVA INC. | $27.14万 | 0.03% | 231 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $26.62万 | 0.03% | 250 | 250 | — | $26.62万 | 新建仓 |
| DIS | DISNEY WALT CO | $25.11万 | 0.03% | 2,609 | 0 | 0.0% | — | 不变 |
| — | EATON CORP PLC | $22.88万 | 0.03% | 537 | 537 | — | $22.88万 | 新建仓 |
| CCI | CROWN CASTLE INC | $22.72万 | 0.03% | 3,000 | -240 | -7.4% | -$1.82万 | 减仓 |
| ENB | ENBRIDGE INC. | $21.55万 | 0.03% | 3,975 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $21.36万 | 0.03% | 1,477 | 1,477 | — | $21.36万 | 新建仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $20.68万 | 0.03% | 7,000 | 7,000 | — | $20.68万 | 新建仓 |
| PODD | INSULET CORP | $20.48万 | 0.02% | 1,345 | 215 | 19.0% | $3.27万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $20.43万 | 0.02% | 805 | 805 | — | $20.43万 | 新建仓 |
| — | TRIPLEPOINT VENTURE GROWTH B | $5.40万 | 0.01% | 11,000 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $0 | 0.00% | 0 | -2,250 | -100.0% | -$25.99万 | 清仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $0 | 0.00% | 0 | -4,000 | -100.0% | -$24.92万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -1,500 | -100.0% | -$22.96万 | 清仓 |