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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| GOOGL | ALPHABET INC CAP STK CL A | $2,125.70万 | 6.34% | 73,922 | 110 | 0.1% | $3.16万 | 加仓 |
| AAPL | APPLE INC COM | $1,608.19万 | 4.80% | 63,367 | -973 | -1.5% | -$24.69万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $1,313.61万 | 3.92% | 35,487 | 3,729 | 11.7% | $138.03万 | 加仓 |
| GLW | CORNING INC COM | $1,196.05万 | 3.57% | 87,965 | -1,421 | -1.6% | -$19.32万 | 减仓 |
| ECG | EVERUS CONSTR GROUP COM | $906.87万 | 2.71% | 76,815 | -2,941 | -3.7% | -$34.72万 | 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 |
| JNJ | JOHNSON & JOHNSON COM | $871.51万 | 2.60% | 35,653 | -389 | -1.1% | -$9.51万 | 减仓 |
| FNV | FRANCO NEV CORP COM | $836.96万 | 2.50% | 33,878 | 1,673 | 5.2% | $41.33万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $774.86万 | 2.31% | 44,430 | -3,459 | -7.2% | -$60.32万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $767.87万 | 2.29% | 26,768 | -4,380 | -14.1% | -$125.64万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $733.81万 | 2.19% | 44,709 | 393 | 0.9% | $6.45万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $729.57万 | 2.18% | 22,742 | 475 | 2.1% | $15.24万 | 加仓 |
| MDU | MDU RES GROUP INC COM | $726.68万 | 2.17% | 350,713 | 9,667 | 2.8% | $20.03万 | 加仓 |
| V | VISA INC COM CL A | $719.96万 | 2.15% | 23,821 | 657 | 2.8% | $19.86万 | 加仓 |
| AMGN | AMGEN INC COM | $715.04万 | 2.13% | 20,322 | 175 | 0.9% | $6.16万 | 加仓 |
| MRK | MERCK & CO INC COM | $712.08万 | 2.13% | 59,197 | 860 | 1.5% | $10.34万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $695.31万 | 2.07% | 6,978 | -429 | -5.8% | -$42.75万 | 减仓 |
| MKL | MARKEL GROUP INC COM | $681.73万 | 2.03% | 3,562 | 45 | 1.3% | $8.61万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $655.49万 | 1.96% | 13,336 | 2,713 | 25.5% | $133.35万 | 加仓 |
| OKE | ONEOK INC NEW COM | $583.48万 | 1.74% | 64,551 | 23,035 | 55.5% | $208.21万 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC COM | $531.80万 | 1.59% | 203,910 | 15,917 | 8.5% | $41.51万 | 加仓 |
| ESAB | ESAB CORPORATION COM | $529.83万 | 1.58% | 54,814 | 4,748 | 9.5% | $45.89万 | 加仓 |
| FNF | FIDELITY NATL FINL INC COM SHS | $479.28万 | 1.43% | 103,338 | -2,130 | -2.0% | -$9.88万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $473.10万 | 1.41% | 16,083 | 1,037 | 6.9% | $30.50万 | 加仓 |
| DE | DEERE & CO COM | $470.74万 | 1.40% | 8,357 | -2 | -0.0% | -$1,127 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC COM | $455.15万 | 1.36% | 55,284 | -4,375 | -7.3% | -$36.02万 | 减仓 |
| KNF | KNIFE RIVER CORP COMMON STOCK | $453.35万 | 1.35% | 55,524 | 1,194 | 2.2% | $9.75万 | 加仓 |
| BATRA | ATLANTA BRAVES HLDGS INC COM SER A | $425.18万 | 1.27% | 90,177 | -308 | -0.3% | -$1.45万 | 减仓 |
| QCOM | QUALCOMM INC COM | $419.23万 | 1.25% | 32,554 | -330 | -1.0% | -$4.25万 | 减仓 |
| MCD | MCDONALDS CORP COM | $401.79万 | 1.20% | 12,928 | 19 | 0.1% | $5,905 | 加仓 |
| META | META PLATFORMS INC CL A | $399.75万 | 1.19% | 6,987 | 782 | 12.6% | $44.74万 | 加仓 |
| WMT | WALMART INC COM | $397.32万 | 1.19% | 31,970 | -1,254 | -3.8% | -$15.58万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $379.68万 | 1.13% | 48,390 | 83 | 0.2% | $6,512 | 加仓 |
| AMZN | AMAZON COM INC COM | $366.72万 | 1.09% | 17,608 | -509 | -2.8% | -$10.60万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $313.14万 | 0.93% | 15,393 | 5,016 | 48.3% | $102.04万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $310.32万 | 0.93% | 23,350 | -2,936 | -11.2% | -$39.02万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $296.25万 | 0.88% | 23,613 | 274 | 1.2% | $3.44万 | 加仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $285.83万 | 0.85% | 25,783 | 2,862 | 12.5% | $31.73万 | 加仓 |
| LLY | ELI LILLY & CO COM | $239.23万 | 0.71% | 2,601 | -181 | -6.5% | -$16.65万 | 减仓 |
| GVIP | GOLDMAN SACHS HEDGE INDUSTRY VIP ETF | $235.36万 | 0.70% | 16,151 | 519 | 3.3% | $7.56万 | 加仓 |
| — | DIMENSIONAL US SMALL CAP VALUE ETF | $233.96万 | 0.70% | 66,770 | 66,770 | — | $233.96万 | 新建仓 |
| QXO | QXO INC COM NEW | $223.61万 | 0.67% | 115,142 | 15,422 | 15.5% | $29.95万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $199.86万 | 0.60% | 27,786 | 1,694 | 6.5% | $12.18万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $195.99万 | 0.58% | 5,020 | 300 | 6.4% | $11.71万 | 加仓 |
| NFLX | NETFLIX INC. COM | $173.65万 | 0.52% | 18,060 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC COM | $171.67万 | 0.51% | 16,420 | 9,645 | 142.4% | $100.84万 | 加仓 |
| FDX | FEDEX CORP COM | $155.08万 | 0.46% | 4,354 | -27 | -0.6% | -$9,617 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $144.64万 | 0.43% | 2,224 | -11 | -0.5% | -$7,154 | 减仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $143.91万 | 0.43% | 4,400 | -25 | -0.6% | -$8,177 | 减仓 |
| EMR | EMERSON ELEC CO COM | $142.09万 | 0.42% | 10,845 | -20 | -0.2% | -$2,620 | 减仓 |
| URI | UNITED RENTALS INC COM | $141.56万 | 0.42% | 1,943 | -215 | -10.0% | -$15.66万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $140.36万 | 0.42% | 9,025 | 9,025 | — | $140.36万 | 新建仓 |
| NVT | NVENT ELEC PLC SHS | $136.91万 | 0.41% | 11,575 | -100 | -0.9% | -$1.18万 | 减仓 |
| KO | COCA COLA CO COM | $136.53万 | 0.41% | 17,953 | -238 | -1.3% | -$1.81万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $133.92万 | 0.40% | 2,275 | -75 | -3.2% | -$4.42万 | 减仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $131.77万 | 0.39% | 68,275 | 3,500 | 5.4% | $6.76万 | 加仓 |
| EWZ | ISHARES MSCI BRAZIL ETF | $122.85万 | 0.37% | 32,001 | -3,744 | -10.5% | -$14.37万 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF COMM COM | $119.21万 | 0.36% | 12,582 | 0 | 0.0% | — | 不变 |
| KWEB | KRANESHARES CSI CHINA INTERNET ETF | $116.79万 | 0.35% | 41,079 | 9,568 | 30.4% | $27.20万 | 加仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $115.35万 | 0.34% | 7,132 | 332 | 4.9% | $5.37万 | 加仓 |
| VHT | VANGUARD HEALTH CARE ETF | $110.87万 | 0.33% | 4,071 | 4,071 | — | $110.87万 | 新建仓 |
| DHR | DANAHER CORP DEL COM | $95.99万 | 0.29% | 5,063 | -225 | -4.3% | -$4.27万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $91.89万 | 0.27% | 8,950 | -1,839 | -17.0% | -$18.88万 | 减仓 |
| KKR | KKR & CO INC COM | $85.38万 | 0.25% | 9,230 | 1,395 | 17.8% | $12.90万 | 加仓 |
| — | EXXON MOBIL CORP COM | $79.74万 | 0.24% | 4,700 | -1,725 | -26.8% | -$29.27万 | 减仓 |
| DIS | DISNEY WALT CO COM | $79.17万 | 0.24% | 8,214 | -680 | -7.6% | -$6.55万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $78.90万 | 0.24% | 1,367 | -141 | -9.4% | -$8.14万 | 减仓 |
| GDX | VANECK GOLD MINERS ETF | $75.29万 | 0.22% | 8,204 | -5,904 | -41.8% | -$54.18万 | 减仓 |
| PEP | PEPSICO INC COM | $74.85万 | 0.22% | 4,820 | 0 | 0.0% | — | 不变 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $71.49万 | 0.21% | 11,670 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $70.51万 | 0.21% | 2,144 | -1,138 | -34.7% | -$37.43万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $69.83万 | 0.21% | 3,375 | -190 | -5.3% | -$3.93万 | 减仓 |
| AVGO | BROADCOM INC COM | $69.64万 | 0.21% | 2,250 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $69.26万 | 0.21% | 3,609 | 0 | 0.0% | — | 不变 |
| JPIE | JPMORGAN INCOME ETF | $67.42万 | 0.20% | 14,635 | 6,707 | 84.6% | $30.90万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $61.97万 | 0.18% | 3,050 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $56.13万 | 0.17% | 2,820 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC COM CL A | $53.32万 | 0.16% | 4,222 | 985 | 30.4% | $12.44万 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $51.34万 | 0.15% | 5,280 | 0 | 0.0% | — | 不变 |
| NCDL | NUVEEN CHURCHILL DIRECT LENDIN COM SHS | $47.98万 | 0.14% | 37,720 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $47.33万 | 0.14% | 792 | -4 | -0.5% | -$2,390 | 减仓 |
| WTM | WHITE MTNS INS GROUP LTD COM | $45.26万 | 0.14% | 206 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS COM | $42.26万 | 0.13% | 547 | -100 | -15.5% | -$7.73万 | 减仓 |
| ZS | ZSCALER INC COM | $39.10万 | 0.12% | 2,787 | 375 | 15.5% | $5.26万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $38.28万 | 0.11% | 1,120 | 0 | 0.0% | — | 不变 |
| AKRE | AKRE FOCUS ETF | $37.75万 | 0.11% | 7,143 | 7,143 | — | $37.75万 | 新建仓 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $35.70万 | 0.11% | 2,651 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $35.42万 | 0.11% | 500 | -5 | -1.0% | -$3,542 | 减仓 |
| TJX | TJX COS INC NEW COM | $34.50万 | 0.10% | 2,160 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP COM | $34.47万 | 0.10% | 385 | -60 | -13.5% | -$5.37万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $33.88万 | 0.10% | 8,953 | -480 | -5.1% | -$1.82万 | 减仓 |
| TSLA | TESLA INC COM | $30.21万 | 0.09% | 813 | -264 | -24.5% | -$9.81万 | 减仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $29.89万 | 0.09% | 3,800 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY CYBERSECURITY ETF | $28.53万 | 0.09% | 3,800 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $28.48万 | 0.08% | 1,175 | -50 | -4.1% | -$1.21万 | 减仓 |
| CSCO | CISCO SYS INC COM | $25.86万 | 0.08% | 3,333 | 0 | 0.0% | — | 不变 |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $25.40万 | 0.08% | 3,357 | 3,357 | — | $25.40万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC COM | $24.97万 | 0.07% | 856 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP COM | $24.39万 | 0.07% | 850 | 0 | 0.0% | — | 不变 |