13F 机构持仓

Cheviot Value Management, LLC

BEVERLY HILLS CA · SEC CIK 0001427147

2026Q22026Q1 更早 9 个季度 🔒
$9.84亿2026Q2 申报市值
441持仓数
56.3%前十大占比 · 第一大 12.1%
26 / 11新建仓 / 清仓
申报市值走势$9.84亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

BRK/B 12.1%
SGOV 10.3%
AEM 6.5%
GOOGL 5.8%
TOTL 5.5%
JNJ 4.0%
LQD 3.6%
TDTF 3.3%
V 2.8%
META 2.5%

2026Q2 买入最多 按季末市值估算

XOM 新建仓+$1,703.75万
UL 加仓+$214.09万
MKL 加仓+$198.43万
SCHO 加仓+$194.27万
META 加仓+$186.90万

2026Q2 卖出最多 按季末市值估算

EXXON MOBIL CORP 清仓-$2,134.35万
SGOV 减仓-$659.31万
GOOGL 减仓-$261.59万
JNJ 减仓-$118.17万
LIBERTY BROADBAN 减仓-$93.41万

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/B BERKSHIRE HATHAWAY INC DEL CL B NEW $1.19亿12.09%237,670 -5-0.0% -$2,502 减仓
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF $1.01亿10.26%1,002,516 -65,492-6.1% -$659.31万 减仓
AEM AGNICO EAGLE MINES LTD COM $6,356.62万6.46%409,761 -1,328-0.3% -$20.60万 减仓
GOOGL ALPHABET INC CAP STK CL A $5,681.46万5.77%158,980 -7,320-4.4% -$261.59万 减仓
TOTL STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF $5,399.70万5.49%1,368,052 -11,736-0.9% -$46.32万 减仓
JNJ JOHNSON & JOHNSON COM $3,928.78万3.99%154,695 -4,653-2.9% -$118.17万 减仓
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF $3,532.99万3.59%323,920 -7,973-2.4% -$86.96万 减仓
TDTF FLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND $3,263.29万3.32%1,372,859 10,2850.8% $24.45万 加仓
V VISA INC COM CL A $2,758.67万2.80%80,407 2,2112.8% $75.86万 加仓
META META PLATFORMS INC CL A $2,468.23万2.51%43,818 3,3188.2% $186.90万 加仓
CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN $2,281.68万2.32%567,160 -6,682-1.2% -$26.88万 减仓
UL UNILEVER PLC SPON ADR NEW $2,209.38万2.25%367,496 35,61010.7% $214.09万 加仓
MRK MERCK & CO INC COM $2,198.43万2.23%171,084 -386-0.2% -$4.96万 减仓
MSFT MICROSOFT CORP COM $2,155.58万2.19%57,787 790.1% $2.95万 加仓
NEM NEWMONT CORP COM $2,040.17万2.07%218,434 -4,465-2.0% -$41.70万 减仓
AMZN AMAZON COM INC COM $1,947.74万1.98%81,721 1,0201.3% $24.31万 加仓
XOM EXXONMOBIL HOLDINGS CORP COM SHS $1,703.75万1.73%124,616 124,616— $1,703.75万 新建仓
MKL MARKEL GROUP INC COM $1,556.74万1.58%7,971 1,01614.6% $198.43万 加仓
CMCSA COMCAST CORP NEW CL A $1,539.64万1.56%627,143 37,2986.3% $91.57万 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL CL A $1,497.70万1.52%20 00.0% — 不变
PFE PFIZER INC COM $1,475.16万1.50%612,610 2,0060.3% $4.83万 加仓
CVX CHEVRON CORPORATION COM $1,365.24万1.39%82,362 -539-0.7% -$8.93万 减仓
COP CONOCOPHILLIPS COM $1,243.39万1.26%119,603 -946-0.8% -$9.83万 减仓
B BARRICK MNG CORP $1,134.50万1.15%308,875 -10,155-3.2% -$37.30万 减仓
AAPL APPLE INC COM $997.82万1.01%34,484 -55-0.2% -$1.59万 减仓
QQQ INVESCO QQQ TRUST SERIES I $882.75万0.90%11,987 -80-0.7% -$5.89万 减仓
ABBV ABBVIE INC COM $701.94万0.71%27,894 -186-0.7% -$4.68万 减仓
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND $685.89万0.70%127,512 860.1% $4,626 加仓
AGI ALAMOS GOLD INC COM CL A $659.44万0.67%217,351 6,9753.3% $21.16万 加仓
IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF $621.26万0.63%298,110 -2,020-0.7% -$4.21万 减仓
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF $618.25万0.63%244,851 -6,491-2.6% -$16.39万 减仓
PAAS PAN AMERN SILVER CORP COM $582.38万0.59%130,025 -1,925-1.5% -$8.62万 减仓
OAKM OAKMARK U.S. LARGE CAP ETF $543.61万0.55%192,975 21,86512.8% $61.59万 加仓
SCHO SCHWAB SHORT-TERM US TREASURY ETF $514.44万0.52%213,107 80,47660.7% $194.27万 加仓
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF $512.86万0.52%129,249 -1,823-1.4% -$7.23万 减仓
OXY OCCIDENTAL PETE CORP COM $469.27万0.48%96,617 -2,939-3.0% -$14.27万 减仓
GDX VANECK GOLD MINERS ETF $431.05万0.44%57,130 -195-0.3% -$1.47万 减仓
CVS CVS HEALTH CORP COM $430.32万0.44%41,597 -760-1.8% -$7.86万 减仓
SNDK SANDISK CORP COM $385.17万0.39%1,694 -58-3.3% -$13.19万 减仓
AMAT APPLIED MATLS INC COM $371.33万0.38%5,136 -25-0.5% -$1.81万 减仓
PSX PHILLIPS 66 COM $369.80万0.38%21,875 -459-2.1% -$7.76万 减仓
AGG ISHARES CORE U.S. AGGREGATE BOND ETF $354.60万0.36%35,825 8702.5% $8.61万 加仓
VOO VANGUARD S&P 500 ETF $354.33万0.36%5,159 801.6% $5.49万 加仓
— LIBERTY BROADBAND CORP COM SER C $327.92万0.33%98,593 -28,085-22.2% -$93.41万 减仓
GOVT ISHARES U.S. TREASURY BOND ETF $325.34万0.33%142,817 17,76714.2% $40.47万 加仓
NVDA NVIDIA CORPORATION COM $282.05万0.29%14,096 3852.8% $7.70万 加仓
PID INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF $271.96万0.28%122,502 4600.4% $1.02万 加仓
WDC WESTERN DIGITAL CORP COM $270.82万0.28%4,240 -75-1.7% -$4.79万 减仓
JPM JPMORGAN CHASE & CO COM $270.80万0.28%8,273 1001.2% $3.27万 加仓
SMH VANECK SEMICONDUCTOR ETF $252.52万0.26%3,850 -250-6.1% -$16.40万 减仓
BSV VANGUARD SHORT-TERM BOND ETF $200.00万0.20%25,671 -231-0.9% -$1.80万 减仓
PM PHILIP MORRIS INTL INC COM $173.06万0.18%9,566 30.0% $543 加仓
GOOG ALPHABET INC CAP STK CL C $169.09万0.17%4,786 -16-0.3% -$5,653 减仓
COST COSTCO WHOLESALE CORPORATION COM $160.69万0.16%1,718 291.7% $2.71万 加仓
GLW CORNING INC COM $157.45万0.16%6,164 -100-1.6% -$2.55万 减仓
URNM SPROTT URANIUM MINERS ETF $143.73万0.15%27,330 00.0% — 不变
AMGN AMGEN INC COM $140.94万0.14%3,892 1303.5% $4.71万 加仓
VZ VERIZON COMMUNICATIONS INC COM $139.63万0.14%32,978 -299-0.9% -$1.27万 减仓
ABT ABBOTT LABORATORIES COM $123.45万0.13%13,605 -5-0.0% -$454 减仓
INTC INTEL CORP COM $115.32万0.12%8,259 -55-0.7% -$7,680 减仓
XBI STATE STREET SPDR S&P BIOTECH ETF $113.94万0.12%7,200 1001.4% $1.58万 加仓
MS MORGAN STANLEY COM NEW $99.29万0.10%4,750 2004.4% $4.18万 加仓
MCD MCDONALDS CORP COM $90.36万0.09%3,343 00.0% — 不变
SPY STATE STREET SPDR S&P 500 ETF $86.44万0.09%1,158 -543-31.9% -$40.53万 减仓
CDNS CADENCE DESIGN SYSTEM INC COM $85.46万0.09%2,277 -10-0.4% -$3,753 减仓
CAH CARDINAL HEALTH INC COM $84.33万0.09%3,550 -550-13.4% -$13.07万 减仓
TSLA TESLA INC COM $84.33万0.09%2,005 00.0% — 不变
VUSB VANGUARD ULTRA-SHORT BOND ETF $83.66万0.09%16,805 00.0% — 不变
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF $83.61万0.08%3,449 80030.2% $19.39万 加仓
BAC BANK OF AMER CORP COM $79.38万0.08%13,932 -146-1.0% -$8,319 减仓
MICC MAGNUM ICE CREAM CO NV ORD SHS $76.63万0.08%44,016 -27,315-38.3% -$47.56万 减仓
DVN DEVON ENERGY CORP NEW COM $74.59万0.08%18,051 -3,858-17.6% -$15.94万 减仓
SPCX SPACEX $72.87万0.07%4,265 4,265— $72.87万 新建仓
LLY ELI LILLY & CO COM $69.69万0.07%581 00.0% — 不变
SPG SIMON PPTY GROUP INC NEW COM $68.55万0.07%3,065 00.0% — 不变
WFC WELLS FARGO & CO COM $65.70万0.07%7,950 -1,550-16.3% -$12.81万 减仓
QCOM QUALCOMM INC COM $64.31万0.07%3,480 1003.0% $1.85万 加仓
CAT CATERPILLAR INC COM $62.08万0.06%583 -10-1.7% -$1.06万 减仓
SNPS SYNOPSYS INC COM $61.42万0.06%1,377 -5-0.4% -$2,230 减仓
MMM 3M CO COM $61.28万0.06%3,785 -725-16.1% -$11.74万 减仓
RTX RTX CORPORATION COM $61.04万0.06%3,217 30.1% $569 加仓
CSCO CISCO SYS INC COM $59.07万0.06%5,029 4008.6% $4.70万 加仓
MO ALTRIA GROUP INC COM $57.67万0.06%8,015 70.1% $504 加仓
MA MASTERCARD INCORPORATED CL A $56.65万0.06%1,103 00.0% — 不变
TXN TEXAS INSTRS INC COM $56.51万0.06%1,896 -20-1.0% -$5,961 减仓
HD HOME DEPOT INC COM $56.43万0.06%1,600 25018.5% $8.82万 加仓
VT VANGUARD TOTAL WORLD STOCK ETF $56.05万0.06%3,571 00.0% — 不变
GS GOLDMAN SACHS GROUP INC COM $53.91万0.05%533 00.0% — 不变
MDT MEDTRONIC PLC SHS $53.85万0.05%6,883 -369-5.1% -$2.89万 减仓
MU MICRON TECHNOLOGY INC COM $53.10万0.05%460 230100.0% $26.55万 加仓
TGT TARGET CORP COM $51.47万0.05%3,941 501.3% $6,530 加仓
ORCL ORACLE CORP COM $51.35万0.05%3,504 00.0% — 不变
COR CENCORA INC COM $50.31万0.05%1,778 -10-0.6% -$2,830 减仓
NSC NORFOLK SOUTHN CORP COM $48.29万0.05%1,535 00.0% — 不变
F FORD MTR CO COM $45.31万0.05%32,595 00.0% — 不变
VGT VANGUARD INFORMATION TECHNOLOGY ETF $44.08万0.04%3,688 00.0% — 不变
BTI BRITISH AMERN TOB PLC SPONSORED ADR $43.82万0.04%7,095 00.0% — 不变
VUG VANGUARD GROWTH ETF $43.78万0.04%5,082 00.0% — 不变
RGA REINSURANCE GROUP AMER INC COM NEW $43.59万0.04%2,050 00.0% — 不变
ROST ROSS STORES INC COM $42.57万0.04%2,000 00.0% — 不变