PECAUT & CO.
SIOUX CITY IA · SEC CIK 0001597200
$3.28亿2026Q2 申报市值
65持仓数
59.2%前十大占比 · 第一大 8.9%
0 / 1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
BRK/B 加仓+$69.15万
VCSH 加仓+$49.22万
SPYV 加仓+$48.38万
BILS 加仓+$36.08万
BIL 加仓+$21.31万
2026Q2 卖出最多 按季末市值估算
BRK/A 减仓-$149.77万
NKE 清仓-$54.42万
GOOG 减仓-$46.00万
AN 减仓-$34.37万
LOW 减仓-$25.38万
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 |
|---|---|---|---|---|---|---|---|---|
| NKE | NIKE INC | $0 | 0.00% | 0 | -10,302 | -100.0% | -$54.42万 | 清仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $20.98万 | 0.06% | 7,000 | 0 | 0.0% | — | 不变 |
| OR | OR ROYALTIES INC. | $25.30万 | 0.08% | 8,000 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $26.25万 | 0.08% | 8,700 | 0 | 0.0% | — | 不变 |
| — | RENN FD INC | $27.84万 | 0.08% | 93,099 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $28.03万 | 0.09% | 1,156 | 1 | 0.1% | $242 | 加仓 |
| IWF | ISHARES TR | $28.05万 | 0.09% | 2,259 | -33 | -1.4% | -$4,098 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $29.15万 | 0.09% | 390 | 1 | 0.3% | $747 | 加仓 |
| ESGU | ISHARES TR | $30.75万 | 0.09% | 1,879 | -21 | -1.1% | -$3,437 | 减仓 |
| CNI | CANADIAN NATL RY CO | $32.00万 | 0.10% | 2,684 | 0 | 0.0% | — | 不变 |
| LXU | LSB INDS INC | $39.46万 | 0.12% | 36,500 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $46.07万 | 0.14% | 4,481 | 69 | 1.6% | $7,094 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $54.10万 | 0.16% | 2,130 | -20 | -0.9% | -$5,079 | 减仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $55.88万 | 0.17% | 41,300 | 1,300 | 3.2% | $1.76万 | 加仓 |
| — | SOURCE CAPITAL | $62.52万 | 0.19% | 13,601 | 148 | 1.1% | $6,804 | 加仓 |
| TDW | TIDEWATER INC NEW | $63.30万 | 0.19% | 9,500 | 0 | 0.0% | — | 不变 |
| NRP | NATURAL RESOURCE PARTNERS LP | $78.33万 | 0.24% | 8,075 | 0 | 0.0% | — | 不变 |
| FND | FLOOR & DECOR HLDGS INC | $81.32万 | 0.25% | 13,700 | -500 | -3.5% | -$2.97万 | 减仓 |
| MSB | MESABI TR | $85.93万 | 0.26% | 33,963 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $94.13万 | 0.29% | 7,118 | -229 | -3.1% | -$3.03万 | 减仓 |
| VO | VANGUARD INDEX FDS | $99.39万 | 0.30% | 12,336 | 172 | 1.4% | $1.39万 | 加仓 |
| VB | VANGUARD INDEX FDS | $102.06万 | 0.31% | 3,367 | 22 | 0.7% | $6,668 | 加仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $106.43万 | 0.32% | 12,158 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $112.58万 | 0.34% | 4,139 | -242 | -5.5% | -$6.58万 | 减仓 |
| LB | LANDBRIDGE COMPANY LLC | $125.94万 | 0.38% | 15,894 | 1 | 0.0% | $79 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $129.73万 | 0.40% | 11,550 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $137.30万 | 0.42% | 12,123 | -96 | -0.8% | -$1.09万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $140.66万 | 0.43% | 6,454 | 13 | 0.2% | $2,833 | 加仓 |
| NVDA | NVIDIA CORPORATION | $147.89万 | 0.45% | 7,391 | -11 | -0.1% | -$2,201 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $154.45万 | 0.47% | 7,935 | -200 | -2.5% | -$3.89万 | 减仓 |
| URI | UNITED RENTALS INC | $158.96万 | 0.48% | 1,403 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $169.63万 | 0.52% | 5,015 | -25 | -0.5% | -$8,456 | 减仓 |
| GLDM | WORLD GOLD TR | $176.85万 | 0.54% | 22,268 | 16 | 0.1% | $1,271 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $202.45万 | 0.62% | 16,444 | -847 | -4.9% | -$10.43万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $206.65万 | 0.63% | 2,600 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $211.53万 | 0.64% | 20,700 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $213.10万 | 0.65% | 41,785 | -2,152 | -4.9% | -$10.98万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $219.46万 | 0.67% | 30,802 | 535 | 1.8% | $3.81万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $236.30万 | 0.72% | 27,432 | -216 | -0.8% | -$1.86万 | 减仓 |
| WTM | WHITE MTNS INS GROUP LTD | $236.78万 | 0.72% | 1,142 | -30 | -2.6% | -$6.22万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $240.39万 | 0.73% | 26,865 | 0 | 0.0% | — | 不变 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $298.15万 | 0.91% | 87,000 | -500 | -0.6% | -$1.71万 | 减仓 |
| MSFT | MICROSOFT CORP | $309.65万 | 0.94% | 8,301 | -35 | -0.4% | -$1.31万 | 减仓 |
| BIL | SPDR SERIES TRUST | $351.86万 | 1.07% | 38,396 | 2,325 | 6.4% | $21.31万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $381.45万 | 1.16% | 66,143 | -763 | -1.1% | -$4.40万 | 减仓 |
| LOW | LOWES COS INC | $409.37万 | 1.25% | 18,567 | -1,151 | -5.8% | -$25.38万 | 减仓 |
| KNF | KNIFE RIVER CORP | $419.42万 | 1.28% | 50,140 | -650 | -1.3% | -$5.44万 | 减仓 |
| AN | AUTONATION INC | $437.91万 | 1.33% | 23,570 | -1,850 | -7.3% | -$34.37万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $599.08万 | 1.83% | 8 | -2 | -20.0% | -$149.77万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $662.02万 | 2.02% | 7,077 | -50 | -0.7% | -$4.68万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $712.43万 | 2.17% | 105,452 | -549 | -0.5% | -$3.71万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $730.96万 | 2.23% | 54,856 | -130 | -0.2% | -$1.73万 | 减仓 |
| INFL | LISTED FDS TR | $762.69万 | 2.32% | 152,906 | 3,505 | 2.3% | $17.48万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $899.60万 | 2.74% | 20,556 | -49 | -0.2% | -$2.14万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $946.52万 | 2.88% | 49,362 | -600 | -1.2% | -$11.51万 | 减仓 |
| AAPL | APPLE INC | $1,030.59万 | 3.14% | 35,616 | -721 | -2.0% | -$20.86万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $1,127.03万 | 3.43% | 185,397 | 7,958 | 4.5% | $48.38万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,363.46万 | 4.15% | 57,622 | 386 | 0.7% | $9.13万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,503.68万 | 4.58% | 298,409 | 2,546 | 0.9% | $12.83万 | 加仓 |
| SGOV | ISHARES TR | $1,641.12万 | 5.00% | 163,019 | 1,776 | 1.1% | $17.88万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,854.80万 | 5.65% | 155,879 | -361 | -0.2% | -$4.30万 | 减仓 |
| GOOG | ALPHABET INC | $1,870.32万 | 5.70% | 52,934 | -1,302 | -2.4% | -$46.00万 | 减仓 |
| EMXC | ISHARES INC | $2,066.86万 | 6.30% | 202,039 | -2,125 | -1.0% | -$21.74万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,497.86万 | 7.61% | 316,064 | 6,228 | 2.0% | $49.22万 | 加仓 |
| BILS | SPDR SERIES TRUST | $2,580.82万 | 7.86% | 259,692 | 3,631 | 1.4% | $36.08万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,926.43万 | 8.92% | 58,483 | 1,382 | 2.4% | $69.15万 | 加仓 |