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 |
|---|---|---|---|---|---|---|---|---|
| FRMI | Fermi Inc. | $413.48万 | 0.02% | 451,400 | 145,670 | 47.6% | $133.43万 | 加仓 |
| EXR | Extra Space Storage, Inc. | $400.08万 | 0.02% | 27,535 | -600 | -2.1% | -$8.72万 | 减仓 |
| JLL | Jones Lang LaSalle, Inc. | $381.08万 | 0.02% | 12,295 | -100 | -0.8% | -$3.10万 | 减仓 |
| CUBE | CubeSmart | $359.04万 | 0.02% | 90,280 | -1,990 | -2.2% | -$7.91万 | 减仓 |
| DEI | Douglas Emmett, Inc | $355.86万 | 0.02% | 301,580 | -6,670 | -2.2% | -$7.87万 | 减仓 |
| CBRE | CBRE Group, Inc. | $341.98万 | 0.01% | 25,390 | -220 | -0.9% | -$2.96万 | 减仓 |
| MAA | Mid-America Apartment Communities, Inc. | $304.28万 | 0.01% | 21,900 | -26,120 | -54.4% | -$362.91万 | 减仓 |
| TSM | Taiwan Semiconductor Manufacturing, ADR | $190.07万 | 0.01% | 3,980 | -3,220 | -44.7% | -$153.78万 | 减仓 |
| LRCX | Lam Research Corp. | $120.47万 | 0.01% | 2,780 | 0 | 0.0% | — | 不变 |
| JAN | Janus Living, Inc. | $100.59万 | 0.00% | 35,000 | 25,000 | 250.0% | $71.85万 | 加仓 |
| IVE | iShares S&P 500 Value Index Fund | $74.66万 | 0.00% | 3,288 | -8,336 | -71.7% | -$189.28万 | 减仓 |
| CCK | Crown Holdings, Inc. | $61.17万 | 0.00% | 5,470 | -3,100 | -36.2% | -$34.66万 | 减仓 |
| — | Coterra Energy, Inc. | $0 | 0.00% | 0 | -37,119,404 | -100.0% | -$13.04亿 | 清仓 |
| CCI | Crown Castle, Inc. | $0 | 0.00% | 0 | -41,920 | -100.0% | -$340.85万 | 清仓 |