Lourd Capital, LLC 13F 持仓 · 最近申报 2019年Q2
Lourd Capital 在 2019年Q2（报告期截至 2019-06-30）的 SEC 13F 申报中报告了 127 只证券，申报市值合计 10.77 亿美元。前几大持仓：BRK/A（62.02%）、BRKB（9.14%）、VBR（5.81%）。本季前 25 大持仓中：增持 15 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $668.2M | 62.02% | 2,099 | 持平 |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | $98.5M | 9.14% | 461,914 | 减持 |
| 3 | VBR | VANGUARD INDEX FDS | $62.6M | 5.81% | 479,334 | 增持 |
| 4 | BAC | BANK AMER CORP | $34.7M | 3.22% | 1.2M | 减持 |
| 5 | VNQ | VANGUARD INDEX FDS | $33.8M | 3.14% | 386,481 | 减持 |
| 6 | COST | COSTCO WHSL CORP NEW | $28.2M | 2.62% | 106,793 | 增持 |
| 7 | XOM | EXXON MOBIL CORP | $18.9M | 1.76% | 247,215 | 增持 |
| 8 | CVX | CHEVRON CORP NEW | $10.0M | 0.93% | 80,165 | 增持 |
| 9 | DJCO | DAILY JOURNAL CORP | $9.8M | 0.91% | 41,331 | 持平 |
| 10 | WFC | WELLS FARGO CO NEW | $8.4M | 0.78% | 178,340 | 增持 |
| 11 | IBM | INTERNATIONAL BUSINESS MACHS | $6.1M | 0.57% | 44,329 | 减持 |
| 12 | AAPL | APPLE INC | $5.9M | 0.54% | 29,577 | 增持 |
| 13 | BBRE | JP MORGAN EXCHANGE TRADED FD | $5.3M | 0.50% | 63,591 | 增持 |
| 14 | MTCH | IAC INTERACTIVECORP | $4.7M | 0.44% | 21,637 | 增持 |
| 15 | MDY | SPDR S&P MIDCAP 400 ETF TR | $4.3M | 0.40% | 12,003 | 减持 |
| 16 | MSFT | MICROSOFT CORP | $3.7M | 0.34% | 27,507 | 增持 |
| 17 | VTI | VANGUARD INDEX FDS | $3.0M | 0.28% | 19,895 | 增持 |
| 18 | AMZN | AMAZON COM INC | $2.8M | 0.26% | 1,459 | 增持 |
| 19 | VSS | VANGUARD INTL EQUITY INDEX F | $2.6M | 0.24% | 24,630 | 持平 |
| 20 | AXP | AMERICAN EXPRESS CO | $2.4M | 0.22% | 19,518 | 减持 |
| 21 | IWM | ISHARES TR | $2.3M | 0.22% | 14,987 | 持平 |
| 22 | SPOT | SPOTIFY TECHNOLOGY S A | $2.2M | 0.20% | 15,003 | 增持 |
| 23 | PG | PROCTER AND GAMBLE CO | $2.0M | 0.19% | 18,648 | 增持 |
| 24 | DIS | DISNEY WALT CO | $1.5M | 0.14% | 10,709 | 增持 |
| 25 | JNJ | JOHNSON & JOHNSON | $1.5M | 0.14% | 10,454 | 增持 |
来源：SEC 13F 申报文件 · 截至 2019-06-30
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