Hudson Value Partners, LLC
PALM BEACH FL · SEC CIK 0001840501
$3.35亿2026Q1 申报市值
101持仓数
38.0%前十大占比 · 第一大 6.6%
6 / 11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
DIMENSIONAL US S 新建仓+$233.96万
OKE 加仓+$208.21万
LDOS 新建仓+$140.36万
MSFT 加仓+$138.03万
TMO 加仓+$133.35万
2026Q1 卖出最多 按季末市值估算
F&G ANNUITIES & 清仓-$1,064.39万
CHART INDS INC C 清仓-$138.02万
VTWO 清仓-$136.57万
GOOG 减仓-$125.64万
ASML 减仓-$123.63万
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 |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC COM CL A | $719.96万 | 2.15% | 23,821 | 657 | 2.8% | $19.86万 | 加仓 |
| MDU | MDU RES GROUP INC COM | $726.68万 | 2.17% | 350,713 | 9,667 | 2.8% | $20.03万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $729.57万 | 2.18% | 22,742 | 475 | 2.1% | $15.24万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $733.81万 | 2.19% | 44,709 | 393 | 0.9% | $6.45万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $767.87万 | 2.29% | 26,768 | -4,380 | -14.1% | -$125.64万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $774.86万 | 2.31% | 44,430 | -3,459 | -7.2% | -$60.32万 | 减仓 |
| FNV | FRANCO NEV CORP COM | $836.96万 | 2.50% | 33,878 | 1,673 | 5.2% | $41.33万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $871.51万 | 2.60% | 35,653 | -389 | -1.1% | -$9.51万 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $893.51万 | 2.67% | 6,765 | -936 | -12.2% | -$123.63万 | 减仓 |
| ECG | EVERUS CONSTR GROUP COM | $906.87万 | 2.71% | 76,815 | -2,941 | -3.7% | -$34.72万 | 减仓 |
| GLW | CORNING INC COM | $1,196.05万 | 3.57% | 87,965 | -1,421 | -1.6% | -$19.32万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $1,313.61万 | 3.92% | 35,487 | 3,729 | 11.7% | $138.03万 | 加仓 |
| AAPL | APPLE INC COM | $1,608.19万 | 4.80% | 63,367 | -973 | -1.5% | -$24.69万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $2,125.70万 | 6.34% | 73,922 | 110 | 0.1% | $3.16万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $2,198.23万 | 6.56% | 45,873 | 1,576 | 3.6% | $75.52万 | 加仓 |