Uncommon Cents Investing LLC
JANESVILLE WI · SEC CIK 0001729754
$4.61亿2026Q2 申报市值
215持仓数
20.6%前十大占比 · 第一大 4.6%
8 / 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
MLI 加仓+$344.37万
VTI 加仓+$111.46万
HYT 加仓+$74.48万
VB 新建仓+$57.41万
XBGYX 加仓+$55.06万
2026Q2 卖出最多 按季末市值估算
STRL 减仓-$149.99万
COTERRA ENERGY I 清仓-$48.95万
HON 减仓-$43.01万
ASA 减仓-$36.77万
EXE 清仓-$21.08万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| MINT | PIMCO ETF TR | $580.51万 | 1.26% | 57,585 | 350 | 0.6% | $3.53万 | 加仓 |
| TDF | TEMPLETON DRAGON FD INC | $594.21万 | 1.29% | 545,650 | -420 | -0.1% | -$4,574 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $633.09万 | 1.37% | 12,652 | 274 | 2.2% | $13.71万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $651.18万 | 1.41% | 7,758 | -1,787 | -18.7% | -$149.99万 | 减仓 |
| GE | GE AEROSPACE | $664.83万 | 1.44% | 17,789 | -130 | -0.7% | -$4.86万 | 减仓 |
| MLI | MUELLER INDS INC | $701.70万 | 1.52% | 114,162 | 56,027 | 96.4% | $344.37万 | 加仓 |
| EME | EMCOR GROUP INC | $727.80万 | 1.58% | 8,770 | -65 | -0.7% | -$5.39万 | 减仓 |
| AAPL | APPLE INC | $732.24万 | 1.59% | 25,306 | 42 | 0.2% | $1.22万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $735.00万 | 1.59% | 96,204 | -80 | -0.1% | -$6,112 | 减仓 |
| MSFT | MICROSOFT CORP | $757.64万 | 1.64% | 20,311 | -5 | -0.0% | -$1,865 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $780.63万 | 1.69% | 30,737 | 420 | 1.4% | $10.67万 | 加仓 |
| KR | KROGER CO | $784.99万 | 1.70% | 141,363 | -115 | -0.1% | -$6,386 | 减仓 |
| CSCO | CISCO SYS INC | $797.01万 | 1.73% | 67,854 | -811 | -1.2% | -$9.53万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $806.95万 | 1.75% | 25,651 | -125 | -0.5% | -$3.93万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $838.95万 | 1.82% | 25,630 | -5 | -0.0% | -$1,637 | 减仓 |
| WFC | WELLS FARGO & CO | $924.49万 | 2.00% | 111,869 | 455 | 0.4% | $3.76万 | 加仓 |
| RTX | RTX CORPORATION | $965.16万 | 2.09% | 50,870 | -523 | -1.0% | -$9.92万 | 减仓 |
| ASA | ASA GOLD AND PRECIOUS MTLS L | $2,127.65万 | 4.61% | 408,849 | -7,065 | -1.7% | -$36.77万 | 减仓 |