Hudson Value Partners, LLC
PALM BEACH FL · SEC CIK 0001840501
$3.99亿2026Q2 申报市值
113持仓数
40.0%前十大占比 · 第一大 6.5%
14 / 5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
GBIL 新建仓+$200.55万
QXO 加仓+$174.28万
TMO 加仓+$166.31万
VBIL 加仓+$162.16万
VTI 加仓+$161.86万
2026Q2 卖出最多 按季末市值估算
DELL 减仓-$630.15万
XLC 清仓-$285.83万
AMD 减仓-$278.95万
GLW 减仓-$238.34万
DHR 清仓-$95.99万
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 |
|---|---|---|---|---|---|---|---|---|
| MRK | MERCK & CO INC COM | $738.09万 | 1.85% | 57,439 | -1,758 | -3.0% | -$22.59万 | 减仓 |
| MDU | MDU RES GROUP INC COM | $738.26万 | 1.85% | 348,073 | -2,640 | -0.8% | -$5.60万 | 减仓 |
| AMGN | AMGEN INC COM | $766.66万 | 1.92% | 21,171 | 849 | 4.2% | $30.74万 | 加仓 |
| MKL | MARKEL GROUP INC COM | $769.50万 | 1.93% | 3,940 | 378 | 10.6% | $73.82万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $834.94万 | 2.10% | 16,653 | 3,317 | 24.9% | $166.31万 | 加仓 |
| V | VISA INC COM CL A | $854.40万 | 2.14% | 24,902 | 1,081 | 4.5% | $37.09万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $899.26万 | 2.26% | 25,451 | -1,317 | -4.9% | -$46.53万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $980.64万 | 2.46% | 49,009 | 4,579 | 10.3% | $91.62万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $982.82万 | 2.47% | 38,698 | 3,045 | 8.5% | $77.33万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $1,003.44万 | 2.52% | 27,116 | 4,374 | 19.2% | $161.86万 | 加仓 |
| ECG | EVERUS CONSTR GROUP COM | $1,236.97万 | 3.10% | 74,538 | -2,277 | -3.0% | -$37.79万 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $1,266.79万 | 3.18% | 6,367 | -398 | -5.9% | -$79.19万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $1,298.87万 | 3.26% | 30,104 | -14,605 | -32.7% | -$630.15万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $1,425.29万 | 3.58% | 38,209 | 2,722 | 7.7% | $101.54万 | 加仓 |
| AAPL | APPLE INC COM | $1,787.64万 | 4.49% | 61,779 | -1,588 | -2.5% | -$45.95万 | 减仓 |
| GLW | CORNING INC COM | $2,008.55万 | 5.04% | 78,634 | -9,331 | -10.6% | -$238.34万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $2,350.42万 | 5.90% | 46,971 | 1,098 | 2.4% | $54.94万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $2,571.38万 | 6.45% | 71,952 | -1,970 | -2.7% | -$70.40万 | 减仓 |