BARR E S & CO
LEXINGTON KY · SEC CIK 0001040210
$17.19亿2026Q1 申报市值
108持仓数
63.8%前十大占比 · 第一大 13.7%
2 / 27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
BRO 加仓+$2,981.26万
MA 加仓+$97.13万
HOMB 加仓+$87.52万
GLPI 加仓+$61.76万
FSUN 新建仓+$54.69万
2026Q1 卖出最多 按季末市值估算
GOOG 减仓-$1,759.11万
GOOGL 减仓-$1,124.88万
BRK/B 减仓-$548.44万
GS 减仓-$358.53万
AMT 减仓-$310.82万
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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $548.75万 | 0.32% | 14,824 | 136 | 0.9% | $5.03万 | 加仓 |
| NVDA | NVIDIA CORP | $620.86万 | 0.36% | 35,600 | 760 | 2.2% | $13.25万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $806.70万 | 0.47% | 25,166 | -735 | -2.8% | -$23.56万 | 减仓 |
| WYNN | WYNN RESORTS LTD | $866.06万 | 0.50% | 85,284 | -2,200 | -2.5% | -$22.34万 | 减仓 |
| TROW | T ROWE PRICE GROUP INC | $879.34万 | 0.51% | 97,553 | -8,120 | -7.7% | -$73.19万 | 减仓 |
| EL | ESTEE LAUDER INC | $888.00万 | 0.52% | 123,728 | -1,748 | -1.4% | -$12.55万 | 减仓 |
| GLPI | GAMING & LEISURE INC | $959.54万 | 0.56% | 216,259 | 13,920 | 6.9% | $61.76万 | 加仓 |
| COST | COSTCO WHOLESALE CO | $976.92万 | 0.57% | 9,804 | -214 | -2.1% | -$21.32万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC N | $1,088.96万 | 0.63% | 5,778 | -217 | -3.6% | -$40.90万 | 减仓 |
| PEP | PEPSICO INC | $1,249.14万 | 0.73% | 80,439 | -5,755 | -6.7% | -$89.37万 | 减仓 |
| ADBE | ADOBE SYS | $1,462.66万 | 0.85% | 60,172 | -895 | -1.5% | -$21.76万 | 减仓 |
| CHCO | CITY HOLDING CO | $1,544.72万 | 0.90% | 129,244 | 0 | 0.0% | — | 不变 |
| ORLY | O'REILLY AUTOMOTIVE INC | $1,804.97万 | 1.05% | 195,533 | -2,050 | -1.0% | -$18.92万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY A | $2,082.61万 | 1.21% | 29 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE | $2,229.20万 | 1.30% | 112,871 | 365 | 0.3% | $7.21万 | 加仓 |
| NKE | NIKE INC CL B | $2,278.66万 | 1.33% | 431,401 | -3,290 | -0.8% | -$17.38万 | 减仓 |
| MTD | METTLER-TOLEDO INTL INC | $2,391.24万 | 1.39% | 18,960 | 117 | 0.6% | $14.76万 | 加仓 |
| MA | MASTERCARD INC | $2,604.95万 | 1.52% | 52,134 | 1,944 | 3.9% | $97.13万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $2,710.23万 | 1.58% | 157,042 | -18,010 | -10.3% | -$310.82万 | 减仓 |
| JNJ | JOHNSON AND JOHNSON | $2,910.50万 | 1.69% | 119,068 | -3,761 | -3.1% | -$91.93万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $3,195.80万 | 1.86% | 407,575 | -16,900 | -4.0% | -$132.51万 | 减仓 |
| BN | BROOKFIELD CORP | $3,649.23万 | 2.12% | 901,712 | -14,959 | -1.6% | -$60.54万 | 减仓 |
| GOOGL | ALPHABET INC SHS CL A | $4,054.54万 | 2.36% | 140,998 | -39,118 | -21.7% | -$1,124.88万 | 减仓 |
| AAPL | APPLE INC | $4,194.55万 | 2.44% | 165,276 | -2,574 | -1.5% | -$65.33万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $4,342.25万 | 2.53% | 143,555 | -3,974 | -2.7% | -$120.21万 | 减仓 |
| BRO | BROWN & BROWN INC | $5,346.23万 | 3.11% | 819,847 | 457,178 | 126.1% | $2,981.26万 | 加仓 |
| BX | BLACKSTONE INC | $5,630.60万 | 3.28% | 489,660 | -5,594 | -1.1% | -$64.33万 | 减仓 |
| HOMB | HOME BANCSHARES INC | $6,588.39万 | 3.83% | 2,446,487 | 32,500 | 1.3% | $87.52万 | 加仓 |
| MCO | MOODY'S CORP | $6,974.07万 | 4.06% | 159,864 | -1,990 | -1.2% | -$86.81万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $7,012.10万 | 4.08% | 746,127 | -10,761 | -1.4% | -$101.13万 | 减仓 |
| AMZN | AMAZON.COM INC | $9,247.00万 | 5.38% | 443,991 | -3,698 | -0.8% | -$77.02万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1.00亿 | 5.84% | 341,467 | -6,652 | -1.9% | -$195.68万 | 减仓 |
| GS | GOLDMAN SACHS INC | $1.20亿 | 7.00% | 142,188 | -4,238 | -2.9% | -$358.53万 | 减仓 |
| GOOG | ALPHABET INC SHS CL C | $1.40亿 | 8.12% | 486,485 | -61,323 | -11.2% | -$1,759.11万 | 减仓 |
| MKL | MARKEL GROUP INC | $1.48亿 | 8.60% | 77,222 | -752 | -1.0% | -$143.94万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY B | $2.35亿 | 13.65% | 489,804 | -11,445 | -2.3% | -$548.44万 | 减仓 |