Lesa Sroufe & Co
SEATTLE WA · SEC CIK 0001492162
$1.47亿2026Q1 申报市值
68持仓数
45.4%前十大占比 · 第一大 6.3%
6 / 5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
CIB 新建仓+$485.10万
ALK 加仓+$176.11万
MSFT 加仓+$167.54万
PROSHARES SHORT 加仓+$144.89万
PCAR 新建仓+$72.60万
2026Q1 卖出最多 按季末市值估算
HL 减仓-$418.19万
TPC 减仓-$267.95万
LAZ 清仓-$256.60万
NOK 清仓-$247.90万
BERKSHIRE HATHAW 清仓-$75.50万
2026Q1 持仓明细 点表头排序
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 COM | $918.20万 | 6.25% | 24,804 | 4,526 | 22.3% | $167.54万 | 加仓 |
| NEM | NEWMONT CORP COM | $881.90万 | 6.00% | 81,467 | 802 | 1.0% | $8.68万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC COM SHS | $824.60万 | 5.61% | 84,691 | -2,219 | -2.6% | -$21.61万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP COM | $794.30万 | 5.41% | 145,389 | 2,314 | 1.6% | $12.64万 | 加仓 |
| SLV | ISHARES SILVER TRUST ETF | $658.90万 | 4.49% | 96,703 | -527 | -0.5% | -$3.59万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A SPONSORED ADR | $597.90万 | 4.07% | 288,150 | -450 | -0.2% | -$9,337 | 减仓 |
| MTB | M & T BANK CORP | $534.90万 | 3.64% | 25,874 | 3,460 | 15.4% | $71.53万 | 加仓 |
| AA | ALCOA CORP COM | $515.10万 | 3.51% | 77,650 | 1,215 | 1.6% | $8.06万 | 加仓 |
| CIB | GRUPO CIBEST SA FSPONSORED ADR 1 ADR REPS 4 ORD SHS | $485.10万 | 3.30% | 66,628 | 66,628 | — | $485.10万 | 新建仓 |
| HL | HECLA MINING COMPANY COM | $463.30万 | 3.15% | 248,692 | -224,477 | -47.4% | -$418.19万 | 减仓 |
| RRC | RANGE RES CORP COM | $455.00万 | 3.10% | 100,708 | 3,210 | 3.3% | $14.50万 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A SPON ADR NEW | $435.50万 | 2.96% | 380,698 | 4,681 | 1.2% | $5.35万 | 加仓 |
| TTE | TOTALENERGIES F | $435.30万 | 2.96% | 47,819 | 634 | 1.3% | $5.77万 | 加仓 |
| INSW | INTERNATIONAL SEAWAYS INC COM | $435.00万 | 2.96% | 59,688 | 854 | 1.5% | $6.22万 | 加仓 |
| NTR | NUTRIEN LTD COM | $392.40万 | 2.67% | 52,002 | 921 | 1.8% | $6.95万 | 加仓 |
| BG | BUNGE GLOBAL SA COM SHS | $377.90万 | 2.57% | 29,706 | 500 | 1.7% | $6.36万 | 加仓 |
| VIV | TELEFONICA BRASIL S. F SPONSORED ADR 1 ADR | $364.80万 | 2.48% | 229,279 | 5,046 | 2.3% | $8.03万 | 加仓 |
| — | PROSHARES SHORT QQQ ETF | $350.00万 | 2.38% | 108,715 | 45,005 | 70.6% | $144.89万 | 加仓 |
| BKH | BLACK HILLS CORP COM | $325.10万 | 2.21% | 46,831 | 574 | 1.2% | $3.98万 | 加仓 |
| ALK | ALASKA AIR GROUP INC | $309.80万 | 2.11% | 84,233 | 47,884 | 131.7% | $176.11万 | 加仓 |
| INVX | INNOVEX INTERNATIONAL INC COM | $299.50万 | 2.04% | 122,788 | 1,253 | 1.0% | $3.06万 | 加仓 |
| AMGN | AMGEN INC COM | $298.70万 | 2.03% | 8,490 | 0 | 0.0% | — | 不变 |
| TPC | TUTOR PERINI CORP COM | $291.70万 | 1.99% | 37,787 | -34,710 | -47.9% | -$267.95万 | 减仓 |
| FLR | FLUOR CORP COM | $290.00万 | 1.97% | 62,166 | 772 | 1.3% | $3.60万 | 加仓 |
| HE | HAWAIIAN ELEC INDS INC MTN BE COM | $287.90万 | 1.96% | 193,981 | 3,154 | 1.7% | $4.68万 | 加仓 |
| NWE | NORTHWESTERN ENERGY GROUP INC COM NEW | $268.10万 | 1.83% | 40,655 | 461 | 1.1% | $3.04万 | 加仓 |
| HTLD | HEARTLAND EXPRESS INC COM | $239.00万 | 1.63% | 229,848 | 10,033 | 4.6% | $10.43万 | 加仓 |
| DOLE | DOLE PLC ORD SHS | $186.70万 | 1.27% | 130,629 | 1,411 | 1.1% | $2.02万 | 加仓 |
| — | SAN JUAN BASIN RTY TR UNIT BEN INT | $166.80万 | 1.14% | 346,870 | 6,480 | 1.9% | $3.12万 | 加仓 |
| AAPL | APPLE INC COM | $152.10万 | 1.04% | 5,992 | 1 | 0.0% | $254 | 加仓 |
| SWBI | SMITH & WESSON BRANDS INC COM | $119.80万 | 0.82% | 83,567 | 8,342 | 11.1% | $11.96万 | 加仓 |
| MCD | MCDONALDS CORP COM | $99.10万 | 0.67% | 3,188 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES ETF | $94.60万 | 0.64% | 2,198 | -17 | -0.8% | -$7,317 | 减仓 |
| MRK | CISCO SYS INC COM | $92.10万 | 0.63% | 9,067 | 3,967 | 77.8% | $40.30万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $87.50万 | 0.60% | 3,581 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $72.60万 | 0.49% | 6,290 | 6,290 | — | $72.60万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $71.80万 | 0.49% | 1 | 1 | — | $71.80万 | 新建仓 |
| — | BANK UTICA N Y COM NON VTG | $60.10万 | 0.41% | 1,000 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $56.50万 | 0.38% | 2,599 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $55.50万 | 0.38% | 3,572 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL WORLD STOCK INDEX FUND ETF | $53.30万 | 0.36% | 3,854 | 103 | 2.7% | $1.42万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $51.80万 | 0.35% | 3,583 | 13 | 0.4% | $1,879 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $51.40万 | 0.35% | 2,485 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC COM | $47.20万 | 0.32% | 2,264 | -51 | -2.2% | -$1.06万 | 减仓 |
| IAU | ISHARES GOLD ETF | $45.30万 | 0.31% | 5,142 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | $37.80万 | 0.26% | 542 | -15 | -2.7% | -$1.05万 | 减仓 |
| — | AMERISERV FINL INC COM | $36.20万 | 0.25% | 100,000 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP COM | $35.90万 | 0.24% | 2,441 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP COM | $34.10万 | 0.23% | 4,781 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS THE GROWTH FUND OF AMERICA CLASS F-3 | $33.40万 | 0.23% | 4,509 | 4,509 | — | $33.40万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO COM | $31.20万 | 0.21% | 1,061 | 0 | 0.0% | — | 不变 |
| — | VANGUARD TOTAL INTL STOCK INDEX ADMIRAL | $29.90万 | 0.20% | 7,258 | 7,258 | — | $29.90万 | 新建仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $29.60万 | 0.20% | 1,043 | -97 | -8.5% | -$2.75万 | 减仓 |
| CCJ | CAMECO CORP COM | $29.20万 | 0.20% | 2,690 | -500 | -15.7% | -$5.43万 | 减仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF | $29.00万 | 0.20% | 470 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $29.00万 | 0.20% | 1,710 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP COM | $28.50万 | 0.19% | 3,965 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $27.60万 | 0.19% | 2,689 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $26.10万 | 0.18% | 1,312 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION COM | $25.90万 | 0.18% | 1,483 | 0 | 0.0% | — | 不变 |
| ORA | ORMAT TECHNOLOGIES INC COM | $25.40万 | 0.17% | 2,270 | 258 | 12.8% | $2.89万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $23.00万 | 0.16% | 480 | -7 | -1.4% | -$3,354 | 减仓 |
| DIS | DISNEY WALT CO COM | $21.50万 | 0.15% | 2,231 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $21.30万 | 0.14% | 880 | 0 | 0.0% | — | 不变 |
| COMP | COMPASS INC CL A | $18.30万 | 0.12% | 25,089 | 0 | 0.0% | — | 不变 |
| — | BRT APARTMENTS CORP COM | $18.00万 | 0.12% | 13,479 | -4,021 | -23.0% | -$5.37万 | 减仓 |
| ENIC | ENEL CHILE SA SPONSORED ADR | $4.80万 | 0.03% | 12,235 | 0 | 0.0% | — | 不变 |
| LAZ | LAZARD INC | $0 | 0.00% | 0 | -52,834 | -100.0% | -$256.60万 | 清仓 |
| NOK | NOKIA CORP F SPONSORED ADR 1 A | $0 | 0.00% | 0 | -383,198 | -100.0% | -$247.90万 | 清仓 |
| — | BERKSHIRE HATHAWAY INC DCLASS | $0 | 0.00% | 0 | -1 | -100.0% | -$75.50万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PLTR | PALANTIR TECHNOLOGIES IN CLASS | $0 | 0.00% | 0 | -1,220 | -100.0% | -$21.70万 | 清仓 |
| SCHX | SCHWAB US LARGE CAP ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | WALGREENS BOOTS ALLIANCE | $0 | 0.00% | 0 | -10,189 | -100.0% | — | 清仓 |
| — | SEACO LTD ORDF | $0 | 0.00% | 20,000 | 20,000 | — | — | 新建仓 |