Bretton Capital Management, LLC
San Francisco CA · SEC CIK 0002043671
$1.09亿2026Q1 申报市值
18持仓数
69.8%前十大占比 · 第一大 15.0%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | Alphabet Inc. - Class C | $1,635.10万 | 14.96% | 57,000 | 0 | 0.0% | — | 不变 |
| ROST | Ross Stores, Inc. | $751.71万 | 6.88% | 34,700 | 0 | 0.0% | — | 不变 |
| TJX | The TJX Companies, Inc. | $750.59万 | 6.87% | 47,000 | 0 | 0.0% | — | 不变 |
| JPM | JPMorgan Chase & Co. | $705.98万 | 6.46% | 24,000 | 0 | 0.0% | — | 不变 |
| AXP | American Express Company | $698.73万 | 6.39% | 23,100 | 0 | 0.0% | — | 不变 |
| AZO | AutoZone, Inc. | $675.56万 | 6.18% | 2,000 | 0 | 0.0% | — | 不变 |
| PGR | The Progressive Corporation | $662.12万 | 6.06% | 33,400 | 0 | 0.0% | — | 不变 |
| BAC | Bank of America Corporation | $614.25万 | 5.62% | 126,000 | 0 | 0.0% | — | 不变 |
| UNH | UnitedHealth Group Incorporated | $587.18万 | 5.37% | 21,700 | 0 | 0.0% | — | 不变 |
| MA | MasterCard Incorporated - Class A | $548.63万 | 5.02% | 10,980 | 1,600 | 17.1% | $79.95万 | 加仓 |
| V | Visa Inc. - Class A | $537.99万 | 4.92% | 17,800 | 0 | 0.0% | — | 不变 |
| MSFT | Microsoft Corporation | $518.24万 | 4.74% | 14,000 | 1,200 | 9.4% | $44.42万 | 加仓 |
| NVR | NVR, Inc. | $454.70万 | 4.16% | 690 | 0 | 0.0% | — | 不变 |
| EXP | Eagle Materials Inc. | $437.63万 | 4.00% | 23,100 | 0 | 0.0% | — | 不变 |
| SPGI | S&P Global, Inc. | $395.57万 | 3.62% | 9,300 | 0 | 0.0% | — | 不变 |
| MCO | Moody's Corporation | $362.09万 | 3.31% | 8,300 | 0 | 0.0% | — | 不变 |
| BRK/B | Berkshire Hathaway Inc. - Class B | $359.40万 | 3.29% | 7,500 | 0 | 0.0% | — | 不变 |
| DFH | Dream Finders Homes, Inc. Class A | $237.34万 | 2.17% | 170,500 | 0 | 0.0% | — | 不变 |