Lesa Sroufe & Co
SEATTLE WA · SEC CIK 0001492162
$1.40亿2026Q2 申报市值
67持仓数
43.8%前十大占比 · 第一大 6.3%
4 / 7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
MBLY 新建仓+$338.80万
FLR 加仓+$142.31万
SAN JUAN BASIN R 加仓+$75.25万
BIL 新建仓+$69.70万
MRK 加仓+$67.45万
2026Q2 卖出最多 按季末市值估算
TTE 清仓-$435.30万
VIV 清仓-$364.80万
VT 清仓-$53.30万
MSFT 减仓-$45.51万
VGT 清仓-$37.80万
2026Q2 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 | $879.70万 | 6.27% | 23,584 | -1,220 | -4.9% | -$45.51万 | 减仓 |
| NEM | NEWMONT CORP COM | $785.00万 | 5.60% | 84,044 | 2,577 | 3.2% | $24.07万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC COM SHS | $702.90万 | 5.01% | 86,896 | 2,205 | 2.6% | $17.84万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP COM | $674.60万 | 4.81% | 150,612 | 5,223 | 3.6% | $23.39万 | 加仓 |
| MTB | M & T BANK CORP | $596.80万 | 4.26% | 25,074 | -800 | -3.1% | -$19.04万 | 减仓 |
| CIB | GRUPO CIBEST SA FSPONSORED ADR 1 ADR REPS 4 ORD SHS | $546.50万 | 3.90% | 68,797 | 2,169 | 3.3% | $17.23万 | 加仓 |
| SLV | ISHARES SILVER TRUST ETF | $531.80万 | 3.79% | 99,461 | 2,758 | 2.9% | $14.75万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A SPONSORED ADR | $478.40万 | 3.41% | 296,011 | 7,861 | 2.7% | $12.70万 | 加仓 |
| INSW | INTERNATIONAL SEAWAYS INC COM | $472.00万 | 3.37% | 61,628 | 1,940 | 3.3% | $14.86万 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A SPON ADR NEW | $470.20万 | 3.35% | 391,799 | 11,101 | 2.9% | $13.32万 | 加仓 |
| FLR | FLUOR CORP COM | $468.00万 | 3.34% | 89,330 | 27,164 | 43.7% | $142.31万 | 加仓 |
| ALK | ALASKA AIR GROUP INC | $457.70万 | 3.26% | 87,688 | 3,455 | 4.1% | $18.03万 | 加仓 |
| AA | ALCOA CORP COM | $416.70万 | 2.97% | 79,928 | 2,278 | 2.9% | $11.88万 | 加仓 |
| HL | HECLA MINING COMPANY COM | $396.70万 | 2.83% | 257,071 | 8,379 | 3.4% | $12.93万 | 加仓 |
| RRC | RANGE RES CORP COM | $386.10万 | 2.75% | 103,808 | 3,100 | 3.1% | $11.53万 | 加仓 |
| HTLD | HEARTLAND EXPRESS INC COM | $361.80万 | 2.58% | 237,729 | 7,881 | 3.4% | $11.99万 | 加仓 |
| BKH | BLACK HILLS CORP COM | $359.00万 | 2.56% | 48,246 | 1,415 | 3.0% | $10.53万 | 加仓 |
| MBLY | MOBILEYE GLOBAL INC COMMON CLASS A | $338.80万 | 2.42% | 350,045 | 350,045 | — | $338.80万 | 新建仓 |
| NTR | NUTRIEN LTD COM | $336.10万 | 2.40% | 53,387 | 1,385 | 2.7% | $8.72万 | 加仓 |
| TPC | TUTOR PERINI CORP COM | $326.60万 | 2.33% | 39,362 | 1,575 | 4.2% | $13.07万 | 加仓 |
| BG | BUNGE GLOBAL SA COM SHS | $325.20万 | 2.32% | 30,470 | 764 | 2.6% | $8.15万 | 加仓 |
| INVX | INNOVEX INTERNATIONAL INC COM | $312.90万 | 2.23% | 126,150 | 3,362 | 2.7% | $8.34万 | 加仓 |
| AMGN | AMGEN INC COM | $307.40万 | 2.19% | 8,490 | 0 | 0.0% | — | 不变 |
| NWE | NORTHWESTERN ENERGY GROUP INC COM NEW | $299.80万 | 2.14% | 41,857 | 1,202 | 3.0% | $8.61万 | 加仓 |
| — | PROSHARES SHORT QQQ ETF | $281.90万 | 2.01% | 112,471 | 3,756 | 3.5% | $9.41万 | 加仓 |
| HE | HAWAIIAN ELEC INDS INC MTN BE COM | $271.00万 | 1.93% | 200,306 | 6,325 | 3.3% | $8.56万 | 加仓 |
| — | SAN JUAN BASIN RTY TR UNIT BEN INT | $186.60万 | 1.33% | 581,264 | 234,394 | 67.6% | $75.25万 | 加仓 |
| DOLE | DOLE PLC ORD SHS | $186.40万 | 1.33% | 135,817 | 5,188 | 4.0% | $7.12万 | 加仓 |
| AAPL | APPLE INC COM | $173.40万 | 1.24% | 5,993 | 1 | 0.0% | $289 | 加仓 |
| SWBI | SMITH & WESSON BRANDS INC COM | $129.50万 | 0.92% | 86,094 | 2,527 | 3.0% | $3.80万 | 加仓 |
| MRK | COMPASS INC CL A | $96.40万 | 0.69% | 30,189 | 21,122 | 233.0% | $67.45万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $91.00万 | 0.65% | 3,581 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $86.20万 | 0.61% | 3,188 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES ETF | $78.20万 | 0.56% | 2,124 | -74 | -3.4% | -$2.72万 | 减仓 |
| PCAR | PACCAR INC | $75.60万 | 0.54% | 6,290 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $74.90万 | 0.53% | 1 | 0 | 0.0% | — | 不变 |
| BIL | SPDR BLOOMBERG BARCLAYS 1-3 MO T-BILL ETF | $69.70万 | 0.50% | 7,608 | 7,608 | — | $69.70万 | 新建仓 |
| ABBV | ABBVIE INC COM | $65.40万 | 0.47% | 2,599 | 0 | 0.0% | — | 不变 |
| — | BANK UTICA N Y COM NON VTG | $63.00万 | 0.45% | 1,000 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC COM | $54.00万 | 0.39% | 2,264 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $52.50万 | 0.37% | 3,583 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $48.40万 | 0.35% | 3,572 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $47.90万 | 0.34% | 2,888 | 403 | 16.2% | $6.68万 | 加仓 |
| CSCO | CISCO SYS INC COM | $46.60万 | 0.33% | 3,967 | -120 | -2.9% | -$1.41万 | 重新持有 |
| CVS | CVS HEALTH CORP COM | $41.00万 | 0.29% | 3,965 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP COM | $40.00万 | 0.29% | 4,781 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS THE GROWTH FUND OF AMERICA CLASS F-3 | $39.80万 | 0.28% | 4,509 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD ETF | $38.80万 | 0.28% | 5,142 | 0 | 0.0% | — | 不变 |
| — | AMERISERV FINL INC COM | $38.80万 | 0.28% | 100,000 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP COM | $35.80万 | 0.26% | 2,441 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO COM | $34.70万 | 0.25% | 1,061 | 0 | 0.0% | — | 不变 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF | $33.10万 | 0.24% | 470 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION COM | $29.70万 | 0.21% | 1,484 | 1 | 0.1% | $200 | 加仓 |
| BA | BOEING CO COM | $28.40万 | 0.20% | 1,312 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP COM | $27.40万 | 0.20% | 2,690 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC COM NEW | $24.90万 | 0.18% | 1,043 | 0 | 0.0% | — | 不变 |
| ORA | ORMAT TECHNOLOGIES INC COM | $24.70万 | 0.18% | 2,270 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $24.70万 | 0.18% | 880 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $24.40万 | 0.17% | 2,689 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $24.00万 | 0.17% | 480 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $23.00万 | 0.16% | 7,831 | 322 | 4.3% | $9,457 | 重新持有 |
| DIS | DISNEY WALT CO COM | $21.50万 | 0.15% | 2,231 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $21.30万 | 0.15% | 570 | 570 | — | $21.30万 | 新建仓 |
| — | BRT APARTMENTS CORP COM | $20.70万 | 0.15% | 13,479 | 0 | 0.0% | — | 不变 |
| — | DOUBLELINE LOW DURATION BOND I | $9.90万 | 0.07% | 10,273 | 10,273 | — | $9.90万 | 新建仓 |
| ENIC | ENEL CHILE SA SPONSORED ADR | $5.50万 | 0.04% | 12,235 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES F | $0 | 0.00% | 0 | -47,819 | -100.0% | -$435.30万 | 清仓 |
| VIV | TELEFONICA BRASIL S. F SPONSORED ADR 1 ADR | $0 | 0.00% | 0 | -229,279 | -100.0% | -$364.80万 | 清仓 |
| VT | VANGUARD TOTAL WORLD STOCK INDEX FUND ETF | $0 | 0.00% | 0 | -3,854 | -100.0% | -$53.30万 | 清仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | $0 | 0.00% | 0 | -4,336 | -100.0% | -$37.80万 | 清仓 |
| — | VANGUARD TOTAL INTL STOCK INDEX ADMIRAL | $0 | 0.00% | 0 | -7,258 | -100.0% | -$29.90万 | 清仓 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -1,710 | -100.0% | -$29.00万 | 清仓 |
| COMP | COMPASS INC CL A | $0 | 0.00% | 0 | -25,089 | -100.0% | -$18.30万 | 清仓 |
| — | SEACO LTD ORDF | $0 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |