AVENIR CORP
ALEXANDRIA VA · SEC CIK 0001033475
$8.20亿2026Q1 申报市值
72持仓数
74.0%前十大占比 · 第一大 11.0%
4 / 4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
WAY 加仓+$546.80万
ATOM 加仓+$322.72万
ADBE 加仓+$299.33万
MOH 新建仓+$196.78万
MA 加仓+$98.93万
2026Q1 卖出最多 按季末市值估算
LMT 减仓-$1,957.24万
ERII 减仓-$152.89万
AES 清仓-$137.27万
DIGITALBRIDGE GR 清仓-$112.20万
KMX 减仓-$110.94万
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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $9,036.22万 | 11.01% | 244,110 | -1,315 | -0.5% | -$48.68万 | 减仓 |
| MKL | MARKEL GROUP INC | $8,772.58万 | 10.69% | 45,832 | -540 | -1.2% | -$103.36万 | 减仓 |
| AMZN | AMAZON COM INC | $7,815.82万 | 9.53% | 375,273 | -3,462 | -0.9% | -$72.10万 | 减仓 |
| AMT | AMERICAN TOWER CORP NEW | $7,168.15万 | 8.74% | 415,352 | -2,360 | -0.6% | -$40.73万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $6,920.48万 | 8.43% | 749,700 | -7,932 | -1.0% | -$73.22万 | 减仓 |
| AAPL | APPLE INC | $5,808.51万 | 7.08% | 228,871 | -1,687 | -0.7% | -$42.81万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,220.43万 | 6.36% | 108,941 | -807 | -0.7% | -$38.67万 | 减仓 |
| CPRT | COPART INC | $3,681.88万 | 4.49% | 1,109,001 | -7,291 | -0.7% | -$24.21万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $3,251.14万 | 3.96% | 65,067 | 1,980 | 3.1% | $98.93万 | 加仓 |
| ADBE | ADOBE INC | $3,078.32万 | 3.75% | 126,638 | 12,314 | 10.8% | $299.33万 | 加仓 |
| WAY | WAYSTAR HLDG CORP | $2,346.53万 | 2.86% | 973,260 | 226,793 | 30.4% | $546.80万 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC | $2,193.59万 | 2.67% | 841,099 | -9,845 | -1.2% | -$25.68万 | 减仓 |
| OLED | UNIVERSAL DISPLAY CORP | $2,109.57万 | 2.57% | 230,152 | -29 | -0.0% | -$2,658 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1,931.13万 | 2.35% | 31,952 | -32,384 | -50.3% | -$1,957.24万 | 减仓 |
| BOKF | BOK FINL CORP | $1,600.20万 | 1.95% | 124,957 | -40 | -0.0% | -$5,122 | 减仓 |
| V | VISA INC | $1,241.45万 | 1.51% | 41,075 | -417 | -1.0% | -$12.60万 | 减仓 |
| MPLX | MPLX LP | $1,066.59万 | 1.30% | 186,892 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP NEW | $1,062.74万 | 1.30% | 61,747 | -1,162 | -1.8% | -$20.00万 | 减仓 |
| ET | ENERGY TRANSFER LP | $871.06万 | 1.06% | 451,327 | 0 | 0.0% | — | 不变 |
| ERII | ENERGY RECOVERY INC | $823.48万 | 1.00% | 817,755 | -151,825 | -15.7% | -$152.89万 | 减仓 |
| ATOM | ATOMERA INC | $556.80万 | 0.68% | 1,461,415 | 847,030 | 137.9% | $322.72万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $486.81万 | 0.59% | 145,185 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS LP | $474.81万 | 0.58% | 125,478 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $430.88万 | 0.53% | 6 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $308.96万 | 0.38% | 10,770 | 0 | 0.0% | — | 不变 |
| — | CYTOSORBENTS CORP | $295.37万 | 0.36% | 5,215,776 | -14,323 | -0.3% | -$8,111 | 减仓 |
| EQIX | EQUINIX INC | $268.68万 | 0.33% | 2,741 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $234.52万 | 0.29% | 136,193 | -565 | -0.4% | -$9,729 | 减仓 |
| PHYS | SPROTT PHYSICAL GOLD TRUST | $213.74万 | 0.26% | 60,310 | 0 | 0.0% | — | 不变 |
| MOH | MOLINA HEALTHCARE INC | $196.78万 | 0.24% | 14,762 | 14,762 | — | $196.78万 | 新建仓 |
| AX | AXOS FINANCIAL INC. | $176.90万 | 0.22% | 20,790 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $151.85万 | 0.19% | 20,180 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $145.55万 | 0.18% | 6,110 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $141.58万 | 0.17% | 8,345 | 0 | 0.0% | — | 不变 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $124.26万 | 0.15% | 221,900 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $120.36万 | 0.15% | 24,690 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $115.33万 | 0.14% | 1,930 | 0 | 0.0% | — | 不变 |
| BSM | BLACK STONE MINERALS LP | $111.74万 | 0.14% | 73,900 | 0 | 0.0% | — | 不变 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $105.99万 | 0.13% | 76,365 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $91.06万 | 0.11% | 22,500 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TRUST | $90.96万 | 0.11% | 2,114 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO NEW | $85.88万 | 0.10% | 6,780 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRAST PARTNERS | $83.33万 | 0.10% | 23,071 | 0 | 0.0% | — | 不变 |
| GOOD | GLADSTONE COMMERCIAL CORP | $76.29万 | 0.09% | 66,748 | -240 | -0.4% | -$2,743 | 减仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $75.58万 | 0.09% | 36,745 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $50.28万 | 0.06% | 11,393 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW | $49.82万 | 0.06% | 500 | 0 | 0.0% | — | 不变 |
| — | OPTIMIZERX CORP | $48.52万 | 0.06% | 77,260 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $46.84万 | 0.06% | 1,357 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC | $45.83万 | 0.06% | 11,021 | -26,680 | -70.8% | -$110.94万 | 减仓 |
| NEWT | NEWTEK BUSINESS SVCS CORP | $44.68万 | 0.05% | 40,800 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $43.51万 | 0.05% | 3,501 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $41.38万 | 0.05% | 3,370 | 0 | 0.0% | — | 不变 |
| — | VIRGINIA NATL BANKSHARES CORP | $41.26万 | 0.05% | 10,800 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $40.17万 | 0.05% | 1,602 | 0 | 0.0% | — | 不变 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $36.57万 | 0.04% | 60,957 | -4,815 | -7.3% | -$2.89万 | 减仓 |
| ENVX | ENOVIX CORPORATION | $32.54万 | 0.04% | 62,828 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $31.80万 | 0.04% | 1,462 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $31.52万 | 0.04% | 1,634 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $31.32万 | 0.04% | 2,860 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $26.34万 | 0.03% | 3,240 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $26.34万 | 0.03% | 1,266 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $26.25万 | 0.03% | 925 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $25.99万 | 0.03% | 2,250 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $25.15万 | 0.03% | 2,609 | -37 | -1.4% | -$3,566 | 减仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $24.92万 | 0.03% | 4,000 | -980 | -19.7% | -$6.10万 | 减仓 |
| PODD | INSULET CORP | $23.71万 | 0.03% | 1,130 | 1,130 | — | $23.71万 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC | $22.96万 | 0.03% | 1,500 | -137 | -8.4% | -$2.10万 | 减仓 |
| ENB | ENBRIDGE INC. | $21.52万 | 0.03% | 3,975 | 0 | 0.0% | — | 重新持有 |
| MGNI | MAGNITE INC | $21.05万 | 0.03% | 17,715 | 17,715 | — | $21.05万 | 新建仓 |
| GEV | GE VERNOVA INC. | $20.16万 | 0.02% | 231 | 231 | — | $20.16万 | 新建仓 |
| — | TRIPLEPOINT VENTURE GROWTH B | $5.49万 | 0.01% | 11,000 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $0 | 0.00% | 0 | -95,722 | -100.0% | -$137.27万 | 清仓 |
| — | DIGITALBRIDGE GROUP INC | $0 | 0.00% | 0 | -73,139 | -100.0% | -$112.20万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,350 | -100.0% | -$26.31万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -344 | -100.0% | -$21.13万 | 清仓 |