Davis Selected Advisers
Tucson AZ · SEC CIK 0001036325
$232.90亿2026Q2 申报市值
112持仓数
48.8%前十大占比 · 第一大 7.1%
2 / 2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
DVN 新建仓+$10.45亿
JBS 加仓+$2.82亿
AMZN 加仓+$2.03亿
LYB 加仓+$1.63亿
TCOM 加仓+$8,789.74万
2026Q2 卖出最多 按季末市值估算
Coterra Energy, 清仓-$13.04亿
AMAT 减仓-$7.91亿
TECK 减仓-$1.32亿
TXN 减仓-$1.23亿
QSR 减仓-$5,791.77万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BRK/A | Berkshire Hathaway Inc., Class A | $6.50亿 | 2.79% | 868 | -55 | -6.0% | -$4,118.73万 | 减仓 |
| WFC | Wells Fargo & Co. | $6.62亿 | 2.84% | 8,008,728 | -182,143 | -2.2% | -$1,505.37万 | 减仓 |
| TSN | Tyson Foods Inc | $7.24亿 | 3.11% | 12,653,717 | -436,972 | -3.3% | -$2,501.87万 | 减仓 |
| TXN | Texas Instruments, Inc. | $7.27亿 | 3.12% | 2,437,486 | -412,185 | -14.5% | -$1.23亿 | 减仓 |
| MKL | Markel Group, Inc | $7.94亿 | 3.41% | 406,759 | 23,326 | 6.1% | $4,555.57万 | 加仓 |
| META | Meta Platforms, Inc., Class A | $9.29亿 | 3.99% | 1,648,172 | -70,984 | -4.1% | -$3,999.88万 | 减仓 |
| AMZN | Amazon.com, Inc. | $10.19亿 | 4.38% | 4,276,176 | 850,924 | 24.8% | $2.03亿 | 加仓 |
| DVN | Devon Energy Corp. | $10.45亿 | 4.49% | 25,297,991 | 25,297,991 | — | $10.45亿 | 新建仓 |
| GOOGL | Alphabet Inc., Class A | $10.50亿 | 4.51% | 2,937,160 | -157,499 | -5.1% | -$5,628.74万 | 减仓 |
| MGM | MGM Resorts International | $11.43亿 | 4.91% | 23,903,317 | -392,021 | -1.6% | -$1,874.21万 | 减仓 |
| VTRS | Viatris Inc. | $11.95亿 | 5.13% | 75,232,254 | -2,978,937 | -3.8% | -$4,730.95万 | 减仓 |
| CVS | CVS Health Corporation | $12.28亿 | 5.27% | 11,865,916 | -373,750 | -3.1% | -$3,866.65万 | 减仓 |
| USB | U.S. Bancorp | $12.96亿 | 5.56% | 21,453,510 | -784,450 | -3.5% | -$4,738.51万 | 减仓 |
| COF | Capital One Financial Corp. | $16.59亿 | 7.13% | 8,270,946 | -268,790 | -3.1% | -$5,392.80万 | 减仓 |