Ervin Investment Management, LLC 13F 持仓 · 2026年Q2
Ervin Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 47 只证券，申报市值合计 1.84 亿美元。前几大持仓：BRKB（21.43%）、SPTM（8.31%）、AAPL（7.68%）。本季前 25 大持仓中：新建仓 1 只、增持 9 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | $39.4M | 21.43% | 78,831 | 减持 |
| 2 | SPTM | SPDR SERIES TRUST | $15.3M | 8.31% | 168,556 | 增持 |
| 3 | AAPL | APPLE INC | $14.1M | 7.68% | 48,875 | 减持 |
| 4 | MSFT | MICROSOFT CORP | $12.4M | 6.76% | 33,354 | 增持 |
| 5 | GOOGL | ALPHABET INC | $9.9M | 5.40% | 27,808 | 减持 |
| 6 | BN | BROOKFIELD CORP | $9.9M | 5.38% | 232,348 | 减持 |
| 7 | L | LOEWS CORP | $8.8M | 4.79% | 77,959 | 减持 |
| 8 | VBR | VANGUARD INDEX FDS | $6.9M | 3.77% | 28,553 | 增持 |
| 9 | SPDW | SPDR INDEX SHS FDS | $6.1M | 3.30% | 120,510 | 增持 |
| 10 | SGOL | ETFS GOLD TR | $5.9M | 3.18% | 153,105 | 增持 |
| 11 | GM | GENERAL MTRS CO | $5.5M | 2.99% | 71,315 | 减持 |
| 12 | MKL | MARKEL GROUP INC | $5.3M | 2.88% | 2,711 | 增持 |
| 13 | ASML | ASML HLDG NV | $5.0M | 2.70% | 2,499 | 减持 |
| 14 | SPEM | SPDR INDEX SHS FDS | $4.8M | 2.63% | 93,634 | 增持 |
| 15 | JEF | JEFFERIES FINANCIAL GROUP IN | $4.6M | 2.50% | 92,178 | 增持 |
| 16 | GOOG | ALPHABET INC | $3.5M | 1.88% | 9,796 | 减持 |
| 17 | XOM | EXXON MOBIL CORP | $2.7M | 1.49% | 20,052 | 减持 |
| 18 | MELI | MERCADOLIBRE INC | $2.0M | 1.06% | 1,152 | 新建仓 |
| 19 | ESGV | VANGUARD WORLD FD | $1.8M | 0.98% | 13,688 | 增持 |
| 20 | AMD | ADVANCED MICRO DEVICES INC | $1.6M | 0.86% | 2,740 | 减持 |
| 21 | YUM | YUM BRANDS INC | $1.6M | 0.86% | 9,922 | 减持 |
| 22 | IVV | ISHARES TR | $1.5M | 0.80% | 1,978 | 减持 |
| 23 | BAM | BROOKFIELD ASSET MANAGMT LTD | $1.4M | 0.75% | 30,907 | 减持 |
| 24 | GE | GE AEROSPACE | $1.4M | 0.74% | 3,669 | 持平 |
| 25 | ORCL | ORACLE CORP | $1.3M | 0.71% | 8,913 | 减持 |
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