JRM Investment Counsel, LLC
OMAHA NE · SEC CIK 0001631084
$4.13亿2026Q2 申报市值
21持仓数
91.3%前十大占比 · 第一大 24.5%
0 / 0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
RGR 加仓+$806.21万
AVUV 加仓+$119.50万
AVLV 加仓+$87.18万
AVDE 加仓+$34.29万
AVDV 加仓+$34.02万
2026Q2 卖出最多 按季末市值估算
AVUS 减仓-$114.82万
VEA 减仓-$92.60万
SPDW 减仓-$31.27万
BRK/B 减仓-$18.01万
AAPL 减仓-$17.94万
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 |
|---|---|---|---|---|---|---|---|---|
| BX | BLACKSTONE INC | $32.25万 | 0.08% | 2,741 | -45 | -1.6% | -$5,295 | 减仓 |
| UNP | UNION PAC CORP | $34.41万 | 0.08% | 1,265 | 0 | 0.0% | — | 不变 |
| — | BANK OF AMER CORP | $58.40万 | 0.14% | 466 | 5 | 1.1% | $6,266 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $102.78万 | 0.25% | 4,344 | -72 | -1.6% | -$1.70万 | 减仓 |
| IEFA | ISHARES TR | $120.54万 | 0.29% | 12,481 | 20 | 0.2% | $1,932 | 加仓 |
| AAPL | APPLE INC | $143.84万 | 0.35% | 4,971 | -620 | -11.1% | -$17.94万 | 减仓 |
| TRP | TC ENERGY CORP | $178.98万 | 0.43% | 27,000 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO & CO | $217.62万 | 0.53% | 1,881 | 31 | 1.7% | $3.59万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $422.76万 | 1.02% | 83,898 | -6,205 | -6.9% | -$31.27万 | 减仓 |
| PAGP | PLAINS GP HLDGS L P | $618.88万 | 1.50% | 255,000 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,647.47万 | 3.99% | 22 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $1,805.64万 | 4.37% | 175,220 | 3,301 | 1.9% | $34.02万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $2,019.39万 | 4.89% | 549,345 | -3,939 | -0.7% | -$14.48万 | 减仓 |
| RGR | STURM RUGER & CO INC | $2,308.85万 | 5.59% | 610,000 | 213,000 | 53.7% | $806.21万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,320.40万 | 5.61% | 260,135 | 3,844 | 1.5% | $34.29万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,694.69万 | 6.52% | 215,990 | 9,578 | 4.6% | $119.50万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $3,259.02万 | 7.89% | 337,757 | 1,056 | 0.3% | $10.19万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $3,859.44万 | 9.34% | 301,331 | -8,965 | -2.9% | -$114.82万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,410.17万 | 10.67% | 618,971 | -12,997 | -2.1% | -$92.60万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $4,941.09万 | 11.96% | 541,727 | 9,558 | 1.8% | $87.18万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.01亿 | 24.52% | 202,508 | -360 | -0.2% | -$18.01万 | 减仓 |