Cheviot Value Management, LLC
BEVERLY HILLS CA · SEC CIK 0001427147
$9.96亿2026Q1 申报市值
424持仓数
56.9%前十大占比 · 第一大 11.4%
13 / 6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
SGOV 加仓+$925.60万
TOTL 加仓+$439.08万
LIBERTY BROADBAN 加仓+$246.23万
TDTF 加仓+$174.62万
BRK/B 加仓+$157.23万
2026Q1 卖出最多 按季末市值估算
GOOGL 减仓-$426.85万
AEM 减仓-$299.68万
CEF 减仓-$250.52万
NEM 减仓-$171.45万
JNJ 减仓-$155.98万
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 |
|---|---|---|---|---|---|---|---|---|
| SLV | ISHARES SILVER TRUST | $37.00万 | 0.04% | 5,430 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH ETF | $37.00万 | 0.04% | 847 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $36.69万 | 0.04% | 8,314 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL COM | $36.58万 | 0.04% | 1,592 | -10 | -0.6% | -$2,298 | 减仓 |
| CSCO | CISCO SYS INC COM | $35.92万 | 0.04% | 4,629 | 150 | 3.3% | $1.16万 | 加仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $35.10万 | 0.04% | 4,251 | -76 | -1.8% | -$6,276 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $34.86万 | 0.04% | 1,675 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $33.03万 | 0.03% | 6,500 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC COM NEW | $32.70万 | 0.03% | 2,883 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC COM | $32.58万 | 0.03% | 5,075 | 75 | 1.5% | $4,815 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $32.16万 | 0.03% | 461 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $31.95万 | 0.03% | 6,078 | 475 | 8.5% | $2.50万 | 加仓 |
| BA | BOEING CO COM | $31.57万 | 0.03% | 1,586 | 200 | 14.4% | $3.98万 | 加仓 |
| KO | COCA COLA CO COM | $31.10万 | 0.03% | 4,089 | 0 | 0.0% | — | 不变 |
| ACM | AECOM COM | $29.90万 | 0.03% | 3,525 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP COM | $28.74万 | 0.03% | 1,163 | 2 | 0.2% | $494 | 加仓 |
| STT | STATE STR CORP COM | $26.19万 | 0.03% | 2,069 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW COM | $25.52万 | 0.03% | 1,598 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC COM | $23.97万 | 0.02% | 886 | -23 | -2.5% | -$6,224 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $23.93万 | 0.02% | 1,178 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP COM | $23.52万 | 0.02% | 5,730 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC COM | $23.26万 | 0.02% | 2,825 | 150 | 5.6% | $1.23万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $22.75万 | 0.02% | 1,712 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $22.45万 | 0.02% | 1,807 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. COM | $21.15万 | 0.02% | 1,600 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $20.87万 | 0.02% | 158 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $20.21万 | 0.02% | 1,626 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG SHS | $20.00万 | 0.02% | 5,119 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $19.91万 | 0.02% | 405 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $18.78万 | 0.02% | 3,556 | 400 | 12.7% | $2.11万 | 加仓 |
| GLD | SPDR GOLD SHARES | $18.67万 | 0.02% | 434 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC COM | $18.58万 | 0.02% | 822 | 0 | 0.0% | — | 不变 |
| USO | UNITED STATES OIL FUND LP | $18.20万 | 0.02% | 1,430 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $17.90万 | 0.02% | 1,851 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP COM | $16.74万 | 0.02% | 277 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC COM | $15.97万 | 0.02% | 886 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $15.48万 | 0.02% | 1,056 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE EMERGING MARKETS MULTIFACTOR FUND | $15.25万 | 0.02% | 4,606 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP COM | $15.05万 | 0.02% | 825 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO COM | $14.90万 | 0.01% | 1,450 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $14.73万 | 0.01% | 459 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $14.52万 | 0.01% | 1,510 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $14.46万 | 0.01% | 7,908 | -12 | -0.2% | -$219 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $14.37万 | 0.01% | 475 | 0 | 0.0% | — | 不变 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $14.24万 | 0.01% | 2,324 | 0 | 0.0% | — | 不变 |
| QDF | FLEXSHARES QUALITY DIVIDEND INDEX FUND | $13.94万 | 0.01% | 1,762 | -35 | -1.9% | -$2,768 | 减仓 |
| NDAQ | NASDAQ INC COM | $13.90万 | 0.01% | 1,638 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $13.67万 | 0.01% | 4,456 | 10 | 0.2% | $307 | 加仓 |
| CDE | COEUR MNG INC COM NEW | $13.59万 | 0.01% | 7,238 | 7,238 | — | $13.59万 | 新建仓 |
| FNV | FRANCO NEV CORP COM | $12.97万 | 0.01% | 525 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $12.89万 | 0.01% | 2,125 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $12.41万 | 0.01% | 1,550 | -250 | -13.9% | -$2.00万 | 减仓 |
| YUM | YUM BRANDS INC COM | $12.28万 | 0.01% | 790 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $12.13万 | 0.01% | 894 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD ENERGY ETF | $11.29万 | 0.01% | 653 | -167 | -20.4% | -$2.89万 | 减仓 |
| FNDB | SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF | $11.07万 | 0.01% | 4,069 | 16 | 0.4% | $435 | 加仓 |
| GVA | GRANITE CONSTR INC COM | $10.65万 | 0.01% | 888 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES U.S. REAL ESTATE ETF | $10.21万 | 0.01% | 1,080 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC COM | $10.21万 | 0.01% | 732 | 4 | 0.5% | $558 | 加仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $9.98万 | 0.01% | 550 | -200 | -26.7% | -$3.63万 | 减仓 |
| DHR | DANAHER CORP DEL COM | $9.95万 | 0.01% | 525 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $9.70万 | 0.01% | 287 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP COM | $9.62万 | 0.01% | 464 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP COM | $9.60万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM | $9.56万 | 0.01% | 1,067 | 1 | 0.1% | $90 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC COM | $9.24万 | 0.01% | 2,514 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $9.23万 | 0.01% | 631 | 25 | 4.1% | $3,657 | 加仓 |
| WRB | BERKLEY W R CORP COM | $8.95万 | 0.01% | 1,350 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC CL A | $8.89万 | 0.01% | 752 | 0 | 0.0% | — | 不变 |
| CALI | ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF | $8.83万 | 0.01% | 1,750 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $8.70万 | 0.01% | 974 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $8.51万 | 0.01% | 2,250 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP COM | $8.50万 | 0.01% | 95 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC COM | $8.27万 | 0.01% | 280 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $8.07万 | 0.01% | 9,550 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $7.95万 | 0.01% | 328 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | $7.90万 | 0.01% | 3,540 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC COM | $7.83万 | 0.01% | 322 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP COM | $7.81万 | 0.01% | 1,216 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $7.77万 | 0.01% | 230 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC COM CL A | $7.71万 | 0.01% | 5,408 | 1,500 | 38.4% | $2.14万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $7.35万 | 0.01% | 2,521 | 3 | 0.1% | $87 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | $7.14万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO COM NEW | $7.12万 | 0.01% | 2,915 | -105 | -3.5% | -$2,565 | 减仓 |
| AXON | AXON ENTERPRISE INC COM | $6.92万 | 0.01% | 163 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $6.89万 | 0.01% | 477 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC COM | $6.35万 | 0.01% | 324 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $6.14万 | 0.01% | 395 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC COM | $5.93万 | 0.01% | 1,786 | 0 | 0.0% | — | 不变 |
| XOP | STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | $5.91万 | 0.01% | 325 | 325 | — | $5.91万 | 新建仓 |
| KSS | KOHLS CORP COM | $5.24万 | 0.01% | 4,061 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $5.13万 | 0.01% | 217 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $5.02万 | 0.01% | 571 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC COM | $4.97万 | 0.00% | 475 | 475 | — | $4.97万 | 新建仓 |
| PGR | PROGRESSIVE CORP COM | $4.96万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $4.84万 | 0.00% | 1,365 | 190 | 16.2% | $6,734 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $4.78万 | 0.00% | 249 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC COM | $4.72万 | 0.00% | 510 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CL C | $4.71万 | 0.00% | 287 | 1 | 0.3% | $164 | 加仓 |
| SHEL | SHELL PLC SPON ADS | $4.65万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |