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DAVIS SELECTED ADVISERS 13F 持仓明细(2026-03-31) · 小隐寺数据中心
DAVIS SELECTED ADVISERS
报告期 2026-03-31 · CIK 0001036325
持仓数
112
前50大市值合计
$20.95B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 101 项
建仓 1
增持 44
减持 47
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
META
Meta Platforms, Inc., Class A
+$541.5M
6,267,376
-4%
增持
AMZN
Amazon.com, Inc.
+$199.2M
8,256,759
+6%
减持
AMAT
Applied Materials, Inc.
+$170.5M
7,143,519
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
-2%
减持
CI
Cigna Corp.
-$165.6M
1,738,056
-6%
减持
WFC
Wells Fargo & Co.
-$137.9M
30,347,321
-2%
减持
USB
U.S. Bancorp
-$128.7M
15,545,706
-2%
增持
VTRS
Viatris, Inc.
-$79.9M
55,009,008
+1%
增持
GOOG
Alphabet Inc., Class C
+$75.0M
4,567,675
+1%
增持
INTC
Intel Corp.
+$73.4M
11,356,224
+1%
减持
DGX
Quest Diagnostics, Inc.
-$72.3M
1,518,752
-17%
增持
GOOGL
Alphabet Inc., Class A
+$68.9M
4,302,369
+1%
减持
—
Chubb Ltd.
-$49.1M
1,494,650
-3%
减持
TXN
Texas Instruments, Inc.
+$45.9M
2,781,675
-3%
减持
BRK/A
Berkshire Hathaway Inc., Class A
-$40.5M
2,036
-3%
减持
OC
Owens Corning
+$37.5M
3,603,881
-0%
增持
JD
JD.com, Inc., Class A, ADR
-$33.9M
4,892,507
+10%
减持
BABA
Alibaba Group Holding Ltd
-$28.3M
250,591
-59%
减持
JPM
JPMorgan Chase & Co.
-$26.7M
4,193,294
-2%
减持
COF
Capital One Financial Corp.
+$24.5M
10,760,462
-1%
增持
BIDU
Baidu, Inc., Class A, ADR
+$18.0M
154,444
+230%
增持
TECK
Teck Resources Ltd., Class B
-$17.0M
13,012,456
+0%
减持
MKL
Markel Corp.
-$16.0M
245,656
-2%
减持
PNC
PNC Financial Services Group, Inc.
-$15.6M
429,479
-3%
减持
BAC
Bank of America Corp.
-$14.8M
2,897,641
-2%
减持
MSFT
Microsoft Corp.
+$14.6M
351,685
-3%
清仓
RTX
Raytheon Technologies Corp.
-$14.6M
0
-100%
增持
PPLI
IAC Inc.
+$13.9M
1,850,002
+1%
减持
DAR
Darling Ingredients, Inc.
-$13.3M
3,127,212
-0%
减持
AXP
American Express Co.
+$12.9M
964,224
-3%
减持
SCHW
Charles Schwab Corp.
-$11.2M
340,744
-2%
增持
DINT
Davis Select International ETF
+$10.4M
3,893,199
+13%
减持
—
Bank of N.T. Butterfield & Son Ltd.
-$9.5M
3,260,763
-0%
清仓
IVE
iShares S&P 500 Value Index Fund
-$9.1M
0
-100%
增持
CPNG
Coupang, Inc., Class A
+$8.4M
6,482,322
+0%
减持
BNY
Bank of New York Mellon Corp.
-$8.3M
13,005,799
-1%
减持
BRK/B
Berkshire Hathaway Inc., Class B
-$8.0M
1,158,551
-2%
清仓
EXR
Extra Space Storage Inc.
-$7.4M
0
-100%
减持
UNH
UnitedHealth Group, Inc.
-$7.3M
114,842
-1%
减持
—
Liberty Media Corp., Series A
+$7.0M
529,417
-2%
清仓
HST
Host Hotels & Resorts, Inc.
-$6.6M
0
-100%
减持
RKT
Rocket Companies, Inc., Class A
+$6.4M
3,609,611
-4%
增持
—
Hollysys Automation Technologies, Ltd.
+$5.5M
5,524,540
+1%
清仓
—
STORE Capital Corp.
-$4.5M
0
-100%
清仓
IIPR
Innovative Industrial Properties, Inc.
-$4.5M
0
-100%
增持
DUSA
Davis Select U.S. Equity ETF
+$4.3M
3,332,430
+0%
减持
CVS
CVS Health Corp.
-$3.9M
207,946
-0%
减持
—
Liberty Media Corp., Series C
+$3.9M
273,106
-1%
减持
L
Loews Corp.
-$3.8M
1,583,429
-3%
增持
DWLD
Davis Select Worldwide ETF
+$3.3M
1,941,227
+0%
减持
SAP
SAP SE, ADR
+$3.2M
142,080
-1%
增持
PLD
Prologis, Inc.
+$3.1M
241,246
+1%
增持
—
Eaton Corp. PLC
+$3.0M
196,605
+1%
增持
WELL
Welltower Inc.
+$3.0M
181,550
+19%
增持
BXP
Boston Properties, Inc.
+$3.0M
123,070
+125%
清仓
—
Radius Global Infrastructure, Inc.
-$2.9M
0
-100%
增持
CARR
Carrier Global Corp.
+$2.9M
624,306
+0%
增持
CUZ
Cousins Properties, Inc.
+$2.7M
675,705
+46%
减持
STT
State Street Corp.
-$2.6M
57,534
-36%
清仓
COLD
Americold Realty Trust
-$2.5M
0
-100%
减持
AMT
American Tower Corp Class A
-$2.2M
61,920
-12%
增持
ARE
Alexandria Real Estate Equities, Inc.
-$2.1M
113,487
+1%
减持
CCI
Crown Castle International Corp.
-$1.9M
73,080
-15%
减持
NTST
NetSTREIT Corp.
-$1.9M
159,110
-39%
建仓
CHCT
Community Healthcare Trust, Inc.
+$1.9M
50,670
增持
—
Life Storage, Inc.
+$1.8M
54,630
+0%
增持
TRNO
Terreno Realty Corp.
+$1.8M
219,847
+1%
增持
—
Johnson Controls International PLC
-$1.8M
512,107
+0%
增持
AVB
AvalonBay Communities, Inc.
+$1.6M
92,920
+7%
增持
MBC
Masterbrand, Inc.
+$1.6M
2,253,244
+3%
增持
PSA
Public Storage, Inc.
+$1.6M
65,640
+1%
减持
—
Ferguson PLC
+$1.5M
240,054
-0%
增持
DFNL
Davis Select Financial ETF
-$1.5M
2,112,316
+2%
增持
FITB
Fifth Third Bancorp
+$1.5M
2,401,436
+26%
增持
REXR
Rexford Industrial Realty, Inc.
+$1.3M
245,940
+1%
减持
MTB
M&T Bank Corp.
-$1.3M
47,235
-1%
减持
CPT
Camden Property Trust
-$1.3M
57,260
-12%
减持
—
Greenlight Capital Re, Ltd., Class A
-$1.2M
662,512
-27%
增持
HUM
Humana Inc.
-$1.1M
43,568
+0%
减持
YOU
Clear Secure, Inc.
-$1.1M
683,621
-1%
减持
DLR
Digital Realty Trust, Inc.
-$1.1M
100,935
-8%
减持
ORCL
Oracle Corp.
+$989.4K
200,838
-7%
增持
NOAH
Noah Holdings Ltd., Class A, ADS
+$981.8K
805,195
+1%
减持
WCC
Wesco International, Inc.
+$865.0K
47,648
-8%
增持
ESS
Essex Property Trust, Inc.
+$851.3K
65,031
+8%
增持
CUBE
CubeSmart
+$764.0K
118,810
+1%
清仓
IWV
iShares Russell 3000 Index Fund
-$746.3K
0
-100%
减持
TFC
Truist Financial Corp.
-$693.2K
67,106
-3%
增持
UDR
UDR, Inc.
+$625.2K
238,730
+1%
增持
SPG
Simon Property Group, Inc.
-$624.9K
131,110
+1%
增持
BRX
Brixmor Property Group, Inc.
-$606.2K
639,140
+1%
减持
—
Everest Re Group, Ltd.
+$501.3K
46,530
-5%
增持
—
Vimeo, Inc.
+$482.9K
981,484
+3%
增持
AMH
American Homes 4 Rent, Class A
+$399.4K
259,360
+1%
增持
VTR
Ventas, Inc.
-$314.9K
244,590
+1%
增持
DOC
Healthpeak Properties, Inc.
+$287.1K
200,776
+22%
增持
RH
RH
+$238.3K
2,240
+95%
增持
EQR
Equity Residential
+$223.8K
141,185
+1%
减持
EQIX
Equinix, Inc.
-$185.9K
23,778
-10%
增持
—
Hudson Pacific Properties, Inc.
+$51.5K
678,853
+48%
减持
—
Liberty TripAdvisor Hldgs Inc. - A
+$44.5K
254,944
-2%
减持
IQ
iQIYI, Inc., Class A, ADR
+$35.8K
3,035,981
-27%
