O'Brien Greene & Co. Inc
MEDIA PA · SEC CIK 0001768635
$3.53亿2026Q1 申报市值
133持仓数
39.6%前十大占比 · 第一大 5.8%
10 / 12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
LYB 新建仓+$681.71万
ABBNY 新建仓+$671.54万
BSX 新建仓+$523.37万
B3 Sa Brasil Bol 加仓+$105.32万
EC 加仓+$80.95万
2026Q1 卖出最多 按季末市值估算
MEDP 清仓-$715.71万
BR 清仓-$698.73万
FDX 减仓-$438.07万
Topicus Com Ord 清仓-$359.72万
TLN 减仓-$208.46万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| PHYS | Sprott Physical Gold Trust | $2,060.54万 | 5.83% | 581,416 | 15,800 | 2.8% | $56.00万 | 加仓 |
| IBKR | Interactive Brokers Group Inc | $1,695.13万 | 4.80% | 252,741 | -6,562 | -2.5% | -$44.01万 | 减仓 |
| — | Franklin Ftse Brazil Etf | $1,455.67万 | 4.12% | 609,320 | -25,271 | -4.0% | -$60.37万 | 减仓 |
| AAPL | Apple Computer Inc Com | $1,403.34万 | 3.97% | 55,295 | 493 | 0.9% | $12.51万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc Cl B | $1,333.82万 | 3.78% | 27,834 | -85 | -0.3% | -$4.07万 | 减仓 |
| WMT | Wal-Mart Stores | $1,270.30万 | 3.60% | 102,213 | -1,918 | -1.8% | -$23.84万 | 减仓 |
| VLO | Valero Energy Corp New Com | $1,249.87万 | 3.54% | 50,586 | 1,196 | 2.4% | $29.55万 | 加仓 |
| EOG | Eog Res Inc Com | $1,205.77万 | 3.41% | 83,404 | 1,910 | 2.3% | $27.61万 | 加仓 |
| FNV | Franco-Nevada Corp | $1,200.51万 | 3.40% | 48,594 | 6 | 0.0% | $1,482 | 加仓 |
| WMB | Williams Cos | $1,129.31万 | 3.20% | 155,167 | -463 | -0.3% | -$3.37万 | 减仓 |
| CBOE | Cboe Global Markets Inc | $1,064.54万 | 3.01% | 37,875 | 784 | 2.1% | $22.04万 | 加仓 |
| AMGN | Amgen Inc | $1,042.69万 | 2.95% | 29,635 | -36 | -0.1% | -$1.27万 | 减仓 |
| CSCO | Cisco Sys Inc Com | $1,012.44万 | 2.87% | 130,486 | -3,100 | -2.3% | -$24.05万 | 减仓 |
| NTR | Nutrien Ltd | $992.71万 | 2.81% | 131,555 | 5,192 | 4.1% | $39.18万 | 加仓 |
| UNP | Union Pacific Corp | $989.71万 | 2.80% | 40,793 | 1,010 | 2.5% | $24.50万 | 加仓 |
| CW | Curtiss Wright Corp | $881.45万 | 2.49% | 12,941 | 333 | 2.6% | $22.68万 | 加仓 |
| NEE | Nextera Energy Inc | $860.72万 | 2.44% | 92,670 | 1,171 | 1.3% | $10.88万 | 加仓 |
| MSFT | Microsoft Corp | $814.53万 | 2.31% | 22,004 | 836 | 3.9% | $30.95万 | 加仓 |
| DHR | Danaher Corp Del Com | $763.80万 | 2.16% | 40,285 | 1,955 | 5.1% | $37.07万 | 加仓 |
| SPGI | S&P Global Inc Com | $726.93万 | 2.06% | 17,091 | 652 | 4.0% | $27.73万 | 加仓 |
| LYB | Lyondellbasell Industries Ord | $681.71万 | 1.93% | 84,621 | 84,621 | — | $681.71万 | 新建仓 |
| ABBNY | Abb Ltd Sponsored Adr | $671.54万 | 1.90% | 83,442 | 83,442 | — | $671.54万 | 新建仓 |
| VLTO | Veralto Ord Shs | $608.90万 | 1.72% | 68,865 | 3,309 | 5.0% | $29.26万 | 加仓 |
| BSX | Boston Scientific | $523.37万 | 1.48% | 83,406 | 83,406 | — | $523.37万 | 新建仓 |
| SONY | Sony Group Corporation Sponsor | $486.79万 | 1.38% | 235,162 | 13,320 | 6.0% | $27.57万 | 加仓 |
| GLNG | Golar Lng Ltd | $423.14万 | 1.20% | 78,200 | 0 | 0.0% | — | 不变 |
| COST | Costco Whsl Corp New Com | $341.18万 | 0.97% | 3,424 | -21 | -0.6% | -$2.09万 | 减仓 |
| CVX | Chevrontexaco Corp | $313.91万 | 0.89% | 15,172 | 0 | 0.0% | — | 不变 |
| — | Wise Plc | $271.40万 | 0.77% | 230,000 | 0 | 0.0% | — | 不变 |
| JPM | J P Morgan Chase & Co Com | $254.18万 | 0.72% | 8,641 | -37 | -0.4% | -$1.09万 | 减仓 |
| CMI | Cummins Inc Com | $242.81万 | 0.69% | 4,513 | -95 | -2.1% | -$5.11万 | 减仓 |
| SNEX | Stonex Group | $237.71万 | 0.67% | 29,474 | 9,824 | 50.0% | $79.23万 | 加仓 |
| EMR | Emerson Elec Co | $218.13万 | 0.62% | 16,649 | 1,200 | 7.8% | $15.72万 | 加仓 |
| ADP | Automatic Data Process Com | $195.87万 | 0.55% | 9,640 | -5,393 | -35.9% | -$109.57万 | 减仓 |
| WM | Waste Mgmt Inc Del Com | $188.43万 | 0.53% | 8,200 | 0 | 0.0% | — | 不变 |
| ABBV | Abbvie Inc Com | $186.02万 | 0.53% | 8,553 | -155 | -1.8% | -$3.37万 | 减仓 |
| GWW | Grainger W W Inc Com | $182.71万 | 0.52% | 1,675 | -30 | -1.8% | -$3.27万 | 减仓 |
| KO | Coca Cola Co | $174.24万 | 0.49% | 22,911 | 0 | 0.0% | — | 不变 |
| IJR | Ishares Core S&P Small Cap Etf | $171.56万 | 0.49% | 13,801 | -125 | -0.9% | -$1.55万 | 减仓 |
| — | Constellation Software Ord Shs | $169.42万 | 0.48% | 963 | 17 | 1.8% | $2.99万 | 加仓 |
| JNJ | Johnson & Johnson | $153.90万 | 0.44% | 6,296 | 0 | 0.0% | — | 不变 |
| BSM | Black Stone Minerals | $151.20万 | 0.43% | 100,000 | 0 | 0.0% | — | 不变 |
| TLN | Talen Energy Corp | $145.12万 | 0.41% | 4,546 | -6,530 | -59.0% | -$208.46万 | 减仓 |
| RIO | Rio Tinto Plc | $141.05万 | 0.40% | 15,120 | 1,250 | 9.0% | $11.66万 | 加仓 |
| EBAY | Ebay Inc Com | $138.95万 | 0.39% | 15,266 | 150 | 1.0% | $1.37万 | 加仓 |
| GOOGL | Alphabet Inc Class A | $127.96万 | 0.36% | 4,450 | -70 | -1.5% | -$2.01万 | 减仓 |
| — | B3 Sa Brasil Bolsa Balcao | $127.10万 | 0.36% | 117,900 | 97,700 | 483.7% | $105.32万 | 加仓 |
| BG | Bunge Global Sa | $112.36万 | 0.32% | 8,833 | -410 | -4.4% | -$5.22万 | 减仓 |
| ABT | Abbott Laboratories | $105.48万 | 0.30% | 10,274 | 0 | 0.0% | — | 不变 |
| SKY | Champion Homes Inc | $102.45万 | 0.29% | 13,776 | 500 | 3.8% | $3.72万 | 加仓 |
| CCJ | Cameco Corp Com | $99.92万 | 0.28% | 9,200 | -5,200 | -36.1% | -$56.48万 | 减仓 |
| RGR | Sturm Ruger & Co Inc | $96.22万 | 0.27% | 24,000 | 10,000 | 71.4% | $40.09万 | 加仓 |
| EC | Ecopetrol Sa Sp Ads | $95.94万 | 0.27% | 64,000 | 54,000 | 540.0% | $80.95万 | 加仓 |
| BTI | British American Tobacco Adr R | $93.22万 | 0.26% | 15,943 | 1,000 | 6.7% | $5.85万 | 加仓 |
| AVGO | Broadcom Ord Shs | $89.42万 | 0.25% | 2,889 | 0 | 0.0% | — | 不变 |
| — | Sprott Physical Uranium Trust | $88.71万 | 0.25% | 43,916 | 375 | 0.9% | $7,575 | 加仓 |
| AXON | Axon Enterprise Ord Shs | $86.64万 | 0.25% | 2,040 | 0 | 0.0% | — | 不变 |
| TECK | Teck Resources Ltd Cl B | $86.42万 | 0.24% | 16,700 | 240 | 1.5% | $1.24万 | 加仓 |
| ECL | Ecolab Inc Com | $84.97万 | 0.24% | 3,194 | 0 | 0.0% | — | 不变 |
| LLY | Lilly Eli & Co | $82.78万 | 0.23% | 900 | 0 | 0.0% | — | 不变 |
| NVDA | Nvidia Corp Com | $80.75万 | 0.23% | 4,630 | 0 | 0.0% | — | 不变 |
| KWR | Quaker Houghton | $77.98万 | 0.22% | 6,277 | 2,282 | 57.1% | $28.35万 | 加仓 |
| NVS | Novartis A G Sponsored Adr | $77.61万 | 0.22% | 5,081 | 0 | 0.0% | — | 不变 |
| — | Exxon Mobil Corp | $76.84万 | 0.22% | 4,529 | 0 | 0.0% | — | 不变 |
| AMRZ | Amrize Ltd | $76.81万 | 0.22% | 13,711 | 3,130 | 29.6% | $17.53万 | 加仓 |
| SYY | Sysco Corp | $75.96万 | 0.21% | 10,649 | 0 | 0.0% | — | 不变 |
| GDXJ | Vaneck Junior Gold Miners Etf | $75.63万 | 0.21% | 6,300 | -700 | -10.0% | -$8.40万 | 减仓 |
| LIN | Linde Ord Shs | $74.91万 | 0.21% | 1,511 | 0 | 0.0% | — | 不变 |
| SII | Sprott Inc | $73.81万 | 0.21% | 5,165 | -500 | -8.8% | -$7.14万 | 减仓 |
| IWM | Ishares Tr Russell 2000 | $73.16万 | 0.21% | 2,950 | -25 | -0.8% | -$6,200 | 减仓 |
| PSLV | Sprott Physical Silver Trust | $72.41万 | 0.20% | 29,688 | -4,000 | -11.9% | -$9.76万 | 减仓 |
| CF | Cf Industries Holdings Inc | $72.24万 | 0.20% | 5,564 | 5,564 | — | $72.24万 | 新建仓 |
| OMAB | Grupo Aeroportuario | $71.21万 | 0.20% | 6,207 | 60 | 1.0% | $6,884 | 加仓 |
| FMX | Fomento Economico | $70.16万 | 0.20% | 6,317 | 620 | 10.9% | $6.89万 | 加仓 |
| MLM | Martin Marietta Mat | $68.77万 | 0.19% | 1,168 | 10 | 0.9% | $5,888 | 加仓 |
| SHW | Sherwin Williams | $68.57万 | 0.19% | 2,139 | -25 | -1.2% | -$8,014 | 减仓 |
| ULTA | Ulta Salon Cosm & Frag Com | $66.65万 | 0.19% | 1,275 | 0 | 0.0% | — | 不变 |
| — | Subsea 7 S.A. | $66.08万 | 0.19% | 21,400 | 0 | 0.0% | — | 不变 |
| VIRT | Virtu Financial Inc Cl A | $65.97万 | 0.19% | 15,000 | 15,000 | — | $65.97万 | 新建仓 |
| CNR | Core Natural Resources Inc | $65.94万 | 0.19% | 6,296 | 1,585 | 33.6% | $16.60万 | 加仓 |
| CL | Colgate Palmolive Co Com | $65.41万 | 0.19% | 7,675 | 0 | 0.0% | — | 不变 |
| LOW | Lowes Cos Inc Com | $64.27万 | 0.18% | 2,720 | 0 | 0.0% | — | 不变 |
| — | Yellow Cake Plc | $60.75万 | 0.17% | 75,000 | 0 | 0.0% | — | 不变 |
| — | Nintendo | $58.09万 | 0.16% | 40,650 | 2,600 | 6.8% | $3.72万 | 加仓 |
| BDX | Becton Dickinson & Co Com | $54.81万 | 0.16% | 3,486 | -570 | -14.1% | -$8.96万 | 减仓 |
| MRK | Merck & Co New | $54.49万 | 0.15% | 4,530 | -138 | -3.0% | -$1.66万 | 减仓 |
| NRP | Natural Resource Partners L.P. | $54.45万 | 0.15% | 4,500 | 2,500 | 125.0% | $30.25万 | 加仓 |
| NEM | Newmont Mining Corp Com | $54.12万 | 0.15% | 5,000 | 0 | 0.0% | — | 不变 |
| TOWN | Towne Bank | $54.01万 | 0.15% | 16,042 | 0 | 0.0% | — | 不变 |
| IE | Ivanhoe Electric Ord Shs | $52.40万 | 0.15% | 44,331 | 2,425 | 5.8% | $2.87万 | 加仓 |
| BNY | Banknew York Mellon Corp | $52.09万 | 0.15% | 4,391 | 0 | 0.0% | — | 不变 |
| VIG | Vanguard Div Apprec Etf | $49.88万 | 0.14% | 2,319 | -141 | -5.7% | -$3.03万 | 减仓 |
| — | Warsaw Stock Exchange | $48.86万 | 0.14% | 27,069 | 0 | 0.0% | — | 不变 |
| VNOM | Viper Energy Inc Cl A | $47.81万 | 0.14% | 10,175 | 0 | 0.0% | — | 不变 |
| IVV | Ishares Core S&P 500 Etf | $46.57万 | 0.13% | 713 | 0 | 0.0% | — | 不变 |
| AFL | Aflac Inc Com | $46.46万 | 0.13% | 4,235 | 0 | 0.0% | — | 不变 |
| PWR | Quanta Services Ord Shs | $46.45万 | 0.13% | 846 | 0 | 0.0% | — | 不变 |
| OLN | Olin Corp | $44.59万 | 0.13% | 15,000 | -1,000 | -6.2% | -$2.97万 | 减仓 |
| PG | Procter & Gamble Co | $42.25万 | 0.12% | 2,925 | 0 | 0.0% | — | 不变 |
| SPY | Spdr S&P 500 Etf Tr Tr Unit | $41.26万 | 0.12% | 634 | 0 | 0.0% | — | 不变 |