Davis Selected Advisers
Tucson AZ · SEC CIK 0001036325
$217.81亿2026Q1 申报市值
112持仓数
47.3%前十大占比 · 第一大 7.2%
6 / 2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
LYB 新建仓+$4.51亿
CI 加仓+$3.95亿
JBS 加仓+$2.58亿
Coterra Energy, 加仓+$1.61亿
SE 加仓+$1.17亿
2026Q1 卖出最多 按季末市值估算
AMAT 减仓-$10.27亿
DAR 减仓-$1.64亿
MGM 减仓-$9,344.52万
TECK 减仓-$7,425.85万
MKL 减仓-$6,073.12万
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 |
|---|---|---|---|---|---|---|---|---|
| CI | Cigna Group | $5.96亿 | 2.74% | 2,233,929 | 1,481,077 | 196.7% | $3.95亿 | 加仓 |
| WFC | Wells Fargo & Co. | $6.52亿 | 2.99% | 8,190,871 | -67,160 | -0.8% | -$534.66万 | 减仓 |
| BRK/A | Berkshire Hathaway Inc., Class A | $6.63亿 | 3.04% | 923 | -20 | -2.1% | -$1,436.28万 | 减仓 |
| AMZN | Amazon.com, Inc. | $7.13亿 | 3.28% | 3,425,252 | -4,010 | -0.1% | -$83.52万 | 减仓 |
| MKL | Markel Group, Inc | $7.34亿 | 3.37% | 383,433 | -31,727 | -7.6% | -$6,073.12万 | 减仓 |
| TSN | Tyson Foods Inc | $8.39亿 | 3.85% | 13,090,689 | 263,149 | 2.1% | $1,686.00万 | 加仓 |
| CVS | CVS Health Corporation | $8.79亿 | 4.04% | 12,239,666 | -520,845 | -4.1% | -$3,740.71万 | 减仓 |
| GOOGL | Alphabet Inc., Class A | $8.90亿 | 4.09% | 3,094,659 | -24,101 | -0.8% | -$693.05万 | 减仓 |
| MGM | MGM Resorts International | $8.99亿 | 4.13% | 24,295,338 | -2,524,864 | -9.4% | -$9,344.52万 | 减仓 |
| META | Meta Platforms, Inc., Class A | $9.84亿 | 4.52% | 1,719,156 | -33,818 | -1.9% | -$1,934.85万 | 减仓 |
| VTRS | Viatris Inc. | $10.57亿 | 4.85% | 78,211,191 | 33,207 | 0.0% | $44.86万 | 加仓 |
| USB | U.S. Bancorp | $11.57亿 | 5.31% | 22,237,960 | 196,201 | 0.9% | $1,020.44万 | 加仓 |
| — | Coterra Energy, Inc. | $13.04亿 | 5.99% | 37,119,404 | 4,581,896 | 14.1% | $1.61亿 | 加仓 |
| COF | Capital One Financial Corp. | $15.58亿 | 7.15% | 8,539,736 | -75,030 | -0.9% | -$1,368.77万 | 减仓 |