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 |
|---|---|---|---|---|---|---|---|---|
| EXR | Extra Space Storage, Inc. | $368.93万 | 0.02% | 28,135 | 180 | 0.6% | $2.36万 | 加仓 |
| CBRE | CBRE Group, Inc. | $346.91万 | 0.02% | 25,610 | 25,610 | — | $346.91万 | 新建仓 |
| CCI | Crown Castle, Inc. | $340.85万 | 0.02% | 41,920 | -240 | -0.6% | -$1.95万 | 减仓 |
| CUBE | CubeSmart | $338.17万 | 0.02% | 92,270 | 1,340 | 1.5% | $4.91万 | 加仓 |
| DEI | Douglas Emmett, Inc | $290.37万 | 0.01% | 308,250 | -1,560 | -0.5% | -$1.47万 | 减仓 |
| IVE | iShares S&P 500 Value Index Fund | $245.44万 | 0.01% | 11,624 | -115,429 | -90.9% | -$2,437.28万 | 减仓 |
| TSM | Taiwan Semiconductor Manufacturing, ADR | $243.32万 | 0.01% | 7,200 | 0 | 0.0% | — | 不变 |
| HPP | Hudson Pacific Properties, Inc. | $190.41万 | 0.01% | 322,176 | -1,850 | -0.6% | -$1.09万 | 减仓 |
| FRMI | Fermi Inc. | $178.55万 | 0.01% | 305,730 | 305,730 | — | $178.55万 | 新建仓 |
| CCK | Crown Holdings, Inc. | $85.91万 | 0.00% | 8,570 | 0 | 0.0% | — | 不变 |
| LRCX | Lam Research Corp. | $59.40万 | 0.00% | 2,780 | -9,500 | -77.4% | -$202.98万 | 减仓 |
| JAN | Janus Living, Inc. | $23.57万 | 0.00% | 10,000 | 10,000 | — | $23.57万 | 新建仓 |
| UDR | UDR, Inc. | $0 | 0.00% | 0 | -113,280 | -100.0% | -$415.51万 | 清仓 |
| NTST | NetSTREIT Corp. | $0 | 0.00% | 0 | -189,600 | -100.0% | -$334.45万 | 清仓 |