BARR E S & CO
LEXINGTON KY · SEC CIK 0001040210
$17.84亿2026Q2 申报市值
112持仓数
65.4%前十大占比 · 第一大 13.5%
5 / 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
MA 加仓+$965.37万
MTD 加仓+$320.78万
TTWO 加仓+$202.91万
MCO 加仓+$159.38万
SPCX 新建仓+$54.33万
2026Q2 卖出最多 按季末市值估算
AMT 减仓-$2,457.58万
GS 减仓-$1,961.05万
NKE 减仓-$1,590.64万
GOOG 减仓-$451.77万
BRK/B 减仓-$405.07万
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 |
|---|---|---|---|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | $4,722.44万 | 2.65% | 139,614 | -3,941 | -2.7% | -$133.30万 | 减仓 |
| AAPL | APPLE INC | $4,767.24万 | 2.67% | 164,751 | -525 | -0.3% | -$15.19万 | 减仓 |
| GOOGL | ALPHABET INC SHS CL A | $4,910.20万 | 2.75% | 137,398 | -3,600 | -2.6% | -$128.65万 | 减仓 |
| BRO | BROWN & BROWN INC | $5,245.66万 | 2.94% | 817,719 | -2,128 | -0.3% | -$13.65万 | 减仓 |
| BX | BLACKSTONE INC | $5,708.58万 | 3.20% | 485,135 | -4,525 | -0.9% | -$53.25万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $6,827.57万 | 3.83% | 739,955 | -6,172 | -0.8% | -$56.95万 | 减仓 |
| HOMB | HOME BANCSHARES INC | $7,019.27万 | 3.94% | 2,458,588 | 12,101 | 0.5% | $34.55万 | 加仓 |
| MCO | MOODY'S CORP | $7,399.94万 | 4.15% | 163,383 | 3,519 | 2.2% | $159.38万 | 加仓 |
| AMZN | AMAZON.COM INC | $1.04亿 | 5.84% | 437,392 | -6,599 | -1.5% | -$157.28万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1.09亿 | 6.12% | 333,377 | -8,090 | -2.4% | -$264.81万 | 减仓 |
| GS | GOLDMAN SACHS INC | $1.24亿 | 6.96% | 122,798 | -19,390 | -13.6% | -$1,961.05万 | 减仓 |
| MKL | MARKEL GROUP INC | $1.50亿 | 8.44% | 77,051 | -171 | -0.2% | -$33.40万 | 减仓 |
| GOOG | ALPHABET INC SHS CL C | $1.67亿 | 9.38% | 473,699 | -12,786 | -2.6% | -$451.77万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY B | $2.41亿 | 13.51% | 481,709 | -8,095 | -1.7% | -$405.07万 | 减仓 |