Asset Management Advisors, LLC 13F 持仓 · 2026年Q2
Asset Management Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 17 只证券，申报市值合计 1.81 亿美元。前几大持仓：BRKB（31.06%）、MU（11.31%）、BN（8.14%）。本季前 25 大持仓中：增持 7 只、减持 9 只、清仓 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRKB | Berkshire Hathaway B | $56.2M | 31.06% | 112,220 | 增持 |
| 2 | MU | Micron Technology Inc. | $20.5M | 11.31% | 17,717 | 减持 |
| 3 | BN | Brookfield Corp | $14.7M | 8.14% | 345,500 | 增持 |
| 4 | WMB | Williams Companies | $12.9M | 7.11% | 172,871 | 减持 |
| 5 | GOOGL | Alphabet Inc - Cl A | $11.9M | 6.57% | 33,219 | 增持 |
| 6 | NEE | Nextera Energy Inc. | $10.1M | 5.60% | 115,311 | 减持 |
| 7 | AAPL | Apple Inc. | $9.9M | 5.50% | 34,343 | 增持 |
| 8 | ALLY | Ally Financial | $7.3M | 4.06% | 159,750 | 减持 |
| 9 | BEPC | Brookfield Renewable | $7.1M | 3.92% | 190,935 | 增持 |
| 10 | LEN | Lennar Corp A | $6.5M | 3.60% | 72,007 | 增持 |
| 11 | OXY | Occidental Petrol Co | $5.7M | 3.13% | 116,545 | 减持 |
| 12 | VRSN | Verisign Inc. | $5.1M | 2.84% | 20,405 | 增持 |
| 13 | VZ | Verizon Comm. | $4.9M | 2.73% | 116,572 | 减持 |
| 14 | KMX | CarMax Inc. | $4.2M | 2.32% | 79,419 | 减持 |
| 15 | ACN | Accenture Plc | $3.3M | 1.81% | 26,295 | 减持 |
| 16 | SO | The Southern Company | $287,130 | 0.16% | 3,000 | 持平 |
| 17 | VOOV | Vanguard S&P 500 Value ETF | $274,670 | 0.15% | 1,253 | 减持 |
| 18 | MRP | Millrose Properties Inc. | $0 | 0.00% | 0 | 清仓 |
| 19 | XOM | Exxon Mobil | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR