JRM Investment Counsel, LLC
OMAHA NE · SEC CIK 0001631084
$3.75亿2026Q1 申报市值
21持仓数
90.8%前十大占比 · 第一大 25.9%
1 / 1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
RGR 新建仓+$1,591.57万
AVUV 加仓+$348.09万
AVLV 加仓+$266.84万
AVEM 加仓+$160.68万
AVDE 加仓+$157.16万
2026Q1 卖出最多 按季末市值估算
CG 清仓-$324.64万
AVUS 减仓-$124.52万
IEFA 减仓-$37.87万
AAPL 减仓-$24.24万
BX 减仓-$1.93万
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $9,721.43万 | 25.90% | 202,868 | 1,726 | 0.9% | $82.71万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $4,289.81万 | 11.43% | 532,169 | 33,103 | 6.6% | $266.84万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,049.65万 | 10.79% | 631,968 | 245 | 0.0% | $1.57万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $3,449.87万 | 9.19% | 310,296 | -11,200 | -3.5% | -$124.52万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,713.13万 | 7.23% | 336,701 | 19,940 | 6.3% | $160.68万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,280.23万 | 6.07% | 206,412 | 31,510 | 18.0% | $348.09万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,174.37万 | 5.79% | 256,291 | 18,524 | 7.8% | $157.16万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $2,093.63万 | 5.58% | 553,284 | 12,088 | 2.2% | $45.74万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,716.78万 | 4.57% | 171,919 | 15,357 | 9.8% | $153.35万 | 加仓 |
| RGR | STURM RUGER & CO INC | $1,591.57万 | 4.24% | 397,000 | 397,000 | — | $1,591.57万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,579.91万 | 4.21% | 22 | 0 | 0.0% | — | 不变 |
| PAGP | PLAINS GP HLDGS L P | $619.14万 | 1.65% | 255,000 | 26,000 | 11.4% | $63.13万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $411.32万 | 1.10% | 90,103 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO & CO | $213.71万 | 0.57% | 1,850 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $169.02万 | 0.45% | 27,000 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $141.90万 | 0.38% | 5,591 | -955 | -14.6% | -$24.24万 | 减仓 |
| IEFA | ISHARES TR | $112.81万 | 0.30% | 12,461 | -4,183 | -25.1% | -$37.87万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $94.98万 | 0.25% | 4,416 | 0 | 0.0% | — | 不变 |
| — | BANK AMERICA CORP | $54.92万 | 0.15% | 461 | -6 | -1.3% | -$7,148 | 减仓 |
| BX | BLACKSTONE INC | $32.03万 | 0.09% | 2,786 | -168 | -5.7% | -$1.93万 | 减仓 |
| UNP | UNION PAC CORP | $30.69万 | 0.08% | 1,265 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC | $0 | 0.00% | 0 | -54,921 | -100.0% | -$324.64万 | 清仓 |