ACR Alpine Capital Research, LLC
ST. LOUIS MO · SEC CIK 0001508822
$70.44亿2026Q2 申报市值
38持仓数
70.4%前十大占比 · 第一大 19.2%
4 / 3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
ELV 新建仓+$2.85亿
GBIL 加仓+$2.38亿
DG 加仓+$6,961.09万
MSFT 加仓+$5,767.89万
LEN 加仓+$4,806.28万
2026Q2 卖出最多 按季末市值估算
ARW 减仓-$4.53亿
C 减仓-$2.06亿
RPV 重新持有-$3,970.28万
VOD 减仓-$3,750.41万
DELL 减仓-$2,506.26万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIAMOND HILL INVT GROUP INC | $0 | 0.00% | 0 | -23,754 | -100.0% | -$408.81万 | 清仓 |
| — | KENNEDY-WILSON HOLDINGS INC | $0 | 0.00% | 0 | -354,611 | -100.0% | -$383.69万 | 清仓 |
| NINE | NINE ENERGY SERVICE INC | $0 | 0.00% | 0 | -46,500 | -100.0% | -$27.90万 | 清仓 |
| — | NEW FORTRESS ENERGY INC | $4.36万 | 0.00% | 120,000 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $23.15万 | 0.00% | 1,533 | 1,533 | — | $23.15万 | 新建仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $47.50万 | 0.01% | 4,173 | -348,821 | -98.8% | -$3,970.28万 | 重新持有 |
| TLN | TALEN ENERGY CORP | $249.77万 | 0.04% | 6,500 | 6,500 | — | $249.77万 | 新建仓 |
| LILAK | LIBERTY LATIN AMERICA LTD | $276.27万 | 0.04% | 354,642 | -61,575 | -14.8% | -$47.97万 | 减仓 |
| APG | API GROUP CORP | $281.03万 | 0.04% | 66,358 | -96 | -0.1% | -$4,066 | 减仓 |
| LEN/B | LENNAR CORP | $360.39万 | 0.05% | 40,626 | 6,671 | 19.6% | $59.18万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $443.64万 | 0.06% | 92,792 | 2,356 | 2.6% | $11.26万 | 加仓 |
| ZD | ZIFF DAVIS INC | $453.14万 | 0.06% | 86,526 | 13,846 | 19.1% | $72.51万 | 加仓 |
| MRK | MERCK & CO INC | $528.73万 | 0.08% | 41,146 | 1,697 | 4.3% | $21.81万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $647.38万 | 0.09% | 129,527 | 4,757 | 3.8% | $23.78万 | 加仓 |
| ECHO | ECHOSTAR CORP | $670.41万 | 0.10% | 66,050 | 53,550 | 428.4% | $543.53万 | 加仓 |
| FPH | FIVE POINT HOLDINGS LLC | $679.20万 | 0.10% | 1,288,800 | 59,545 | 4.8% | $31.38万 | 加仓 |
| SMBC | SOUTHERN MO BANCORP INC | $693.66万 | 0.10% | 91,020 | -3,687 | -3.9% | -$28.10万 | 减仓 |
| CRK | COMSTOCK RES INC | $815.25万 | 0.12% | 546,413 | 546,413 | — | $815.25万 | 新建仓 |
| BCS | BARCLAYS PLC | $1,219.44万 | 0.17% | 454,000 | 0 | 0.0% | — | 不变 |
| PPLI | PEOPLE INC | $1,347.07万 | 0.19% | 291,826 | -158,962 | -35.3% | -$733.77万 | 减仓 |
| SGOV | ISHARES TR | $2,182.19万 | 0.31% | 216,767 | -44,600 | -17.1% | -$448.99万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $2,536.90万 | 0.36% | 58,798 | -58,088 | -49.7% | -$2,506.26万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $6,365.23万 | 0.90% | 85 | 0 | 0.0% | — | 不变 |
| LBTYK | LIBERTY GLOBAL LTD | $9,726.02万 | 1.38% | 8,841,834 | 1,957,210 | 28.4% | $2,152.93万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.22亿 | 1.73% | 243,736 | 19,075 | 8.5% | $954.49万 | 加仓 |
| DG | DOLLAR GEN CORP | $1.99亿 | 2.82% | 1,727,299 | 604,734 | 53.9% | $6,961.09万 | 加仓 |
| LBTYA | LIBERTY GLOBAL LTD | $2.68亿 | 3.81% | 23,595,165 | -49,652 | -0.2% | -$56.45万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $2.85亿 | 4.05% | 737,922 | 737,922 | — | $2.85亿 | 新建仓 |
| C | CITIGROUP INC | $2.91亿 | 4.12% | 2,075,702 | -1,468,853 | -41.4% | -$2.06亿 | 减仓 |
| ARW | ARROW ELECTRS INC | $3.11亿 | 4.42% | 1,457,881 | -2,120,432 | -59.3% | -$4.53亿 | 减仓 |
| MGA | MAGNA INTL INC | $3.16亿 | 4.48% | 4,809,078 | -38,368 | -0.8% | -$251.92万 | 减仓 |
| VOD | VODAFONE GROUP PLC | $3.18亿 | 4.51% | 24,019,101 | -2,835,851 | -10.6% | -$3,750.41万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $3.20亿 | 4.54% | 977,345 | -1,150 | -0.1% | -$37.64万 | 减仓 |
| GM | GENERAL MTRS CO | $3.43亿 | 4.87% | 4,447,271 | 421,603 | 10.5% | $3,249.72万 | 加仓 |
| FDX | FEDEX CORP | $3.48亿 | 4.94% | 1,112,339 | -11,345 | -1.0% | -$355.25万 | 减仓 |
| THO | THOR INDS INC | $4.15亿 | 5.90% | 5,527,556 | 624,432 | 12.7% | $4,693.23万 | 加仓 |
| MSFT | MICROSOFT CORP | $4.24亿 | 6.02% | 1,136,273 | 154,627 | 15.8% | $5,767.89万 | 加仓 |
| LEN | LENNAR CORP | $4.29亿 | 6.09% | 4,743,250 | 531,139 | 12.6% | $4,806.28万 | 加仓 |
| CVX | CHEVRON CORPORATION | $4.61亿 | 6.54% | 2,780,991 | 32,307 | 1.2% | $535.52万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $5.45亿 | 7.74% | 2,146,488 | -10,896 | -0.5% | -$276.73万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $13.53亿 | 19.21% | 13,511,909 | 2,378,181 | 21.4% | $2.38亿 | 加仓 |