小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 98 项
建仓 3
增持 23
减持 69
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
AMZN
Amazon.com, Inc.
-$348.5M
4,062,415
-29%
建仓
TCOM
Trip.com Group Ltd., ADR
+$222.7M
3,746,822
增持
MGM
MGM Resorts International
+$214.9M
19,038,296
+60%
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。
减持
AMAT
Applied Materials, Inc.
-$156.9M
4,112,767
-2%
减持
HUM
Humana Inc.
-$132.1M
2,309,557
-0%
增持
VTRS
Viatris Inc.
+$115.7M
62,647,266
+9%
减持
COF
Capital One Financial Corp.
+$107.6M
9,628,400
-0%
减持
WFC
Wells Fargo & Co.
-$105.9M
14,263,227
-7%
增持
COP
ConocoPhillips
+$104.7M
1,407,562
+270%
减持
INTC
Intel Corp.
-$95.4M
12,623,929
-0%
增持
SOLV
Solventum Corp.
+$94.5M
5,271,513
+2%
增持
USB
U.S. Bancorp
+$93.3M
14,392,993
+1%
减持
JPM
JPMorgan Chase & Co.
-$78.9M
1,399,528
-24%
减持
JD
JD.com Inc., Class A, ADR
-$76.5M
867,641
-80%
增持
AGCO
AGCO Corporation
+$66.9M
2,041,981
+50%
减持
BNY
Bank of New York Mellon Corp.
-$60.6M
5,366,975
-28%
减持
GOOGL
Alphabet Inc., Class A
-$52.1M
3,062,607
-0%
增持
DGX
Quest Diagnostics Inc.
+$45.2M
2,399,103
+0%
减持
TECK
Teck Resources Ltd., Class B
+$42.7M
11,390,911
-1%
建仓
—
RenaissanceRe Holdings Ltd
+$38.5M
141,214
减持
BEKE
KE Holdings Inc., Class A, ADR
+$32.2M
5,880,528
-2%
增持
PLD
Prologis, Inc.
+$31.2M
246,846
+4%
减持
TXN
Texas Instruments, Inc.
+$28.4M
2,360,962
-0%
减持
FWONA
Liberty Formula One, Series A
-$22.3M
9,590
-97%
减持
CI
Cigna Group
+$20.8M
1,439,871
-0%
减持
CPNG
Coupang, Inc., Class A
+$20.7M
5,940,678
-1%
减持
PSA
Public Storage, Inc.
+$19.8M
54,520
-2%
减持
—
Chubb Ltd.
+$19.2M
1,178,336
-6%
减持
PPLI
IAC Inc.
+$18.7M
2,702,142
-0%
减持
CUZ
Cousins Properties, Inc.
+$18.3M
620,015
-9%
减持
VTR
Ventas, Inc.
+$18.0M
281,230
-2%
减持
AMT
American Tower Corp
+$17.7M
75,940
-0%
增持
EQIX
Equinix, Inc.
+$17.2M
19,328
+12%
增持
ARE
Alexandria Real Estate Equities, Inc.
+$16.9M
142,057
+0%
减持
RKT
Rocket Companies, Inc., Class A
+$16.6M
3,163,759
-2%
减持
DLR
Digital Realty Trust, Inc.
+$16.4M
101,175
-1%
减持
UNH
UnitedHealth Group Inc.
-$16.1M
51,132
-43%
减持
OC
Owens Corning
-$15.2M
2,153,295
-5%
减持
SE
Sea Ltd., Class A, ADR
+$14.6M
649,028
-1%
减持
BRK/B
Berkshire Hathaway Inc., Class B
+$14.2M
746,965
-8%
减持
SPG
Simon Property Group, Inc.
+$14.1M
83,580
-2%
减持
FITB
Fifth Third Bancorp
+$13.9M
2,435,536
-2%
减持
BRX
Brixmor Property Group, Inc.
+$13.8M
494,490
-2%
减持
PNC
PNC Financial Services Group, Inc.
+$13.4M
501,736
-2%
减持
AVB
AvalonBay Communities, Inc.
+$12.8M
56,610
-2%
减持
GOOG
Alphabet Inc., Class C
-$12.6M
665,676
-1%
增持
WCC
Wesco International, Inc.
+$12.3M
256,020
+32%
减持
BXP
BXP, Inc.
+$12.3M
152,800
-1%
清仓
MBC
Masterbrand, Inc.
-$12.1M
0
-100%
减持
META
Meta Platforms, Inc., Class A
+$11.4M
2,714,886
-11%
减持
EXR
Extra Space Storage, Inc.
+$11.1M
61,495
-0%
减持
REXR
Rexford Industrial Realty, Inc.
+$10.5M
209,250
-0%
减持
ESS
Essex Property Trust, Inc.
+$9.9M
33,451
-28%
减持
UDR
UDR, Inc.
+$8.9M
197,320
-2%
减持
REG
Regency Centers Corporation
+$8.6M
119,660
-1%
减持
CPT
Camden Property Trust
+$8.6M
69,820
-1%
增持
YOU
Clear Secure, Inc.
+$8.6M
592,587
+0%
减持
AMH
American Homes 4 Rent - Class A
+$8.4M
218,090
-2%
减持
SHO
Sunstone Hotel Investors, Inc.
+$8.3M
807,870
-1%
增持
TSN
Tyson Foods Inc
+$7.9M
3,111,577
+0%
减持
EQR
Equity Residential
+$7.5M
101,105
-2%
建仓
EGP
Eastgroup Properties, Inc.
+$7.4M
39,660
减持
FRT
Federal Realty Investment Trust
+$7.0M
60,520
-1%
减持
TRNO
Terreno Realty Corp.
+$6.8M
102,237
-35%
增持
—
Johnson Controls International plc
+$6.8M
463,669
+5%
减持
AXP
American Express Co.
-$6.3M
287,548
-21%
减持
—
Hudson Pacific Properties Inc.
+$5.8M
1,213,023
-1%
减持
DOC
Healthpeak Properties, Inc.
+$5.7M
250,166
-2%
增持
MAA
Mid-America Apartment Communities, Inc.
+$5.7M
35,660
+48%
减持
HIW
Highwoods Properties Inc.
+$5.3M
157,100
-2%
减持
CCI
Crown Castle, Inc.
+$4.9M
41,550
-1%
减持
VICI
VICI Properties, Inc.
+$4.9M
146,190
-1%
清仓
—
Hollysys Automation Technologies Ltd.
-$4.8M
0
-100%
减持
NOAH
Noah Holdings Ltd., Class A, ADS
+$4.3M
1,666,249
-1%
增持
MSFT
Microsoft Corp.
-$4.3M
258,140
+0%
减持
—
Retail Opportunity Investments Corp.
+$4.2M
265,055
-47%
增持
ORCL
Oracle Corporation
+$4.1M
138,268
+0%
清仓
BIDU
Baidu, Inc. Class A, ADR
-$4.1M
0
-100%
减持
CHCT
Community Healthcare Trust, Inc.
+$3.9M
215,630
-2%
减持
WELL
Welltower, Inc.
+$3.8M
29,740
-69%
减持
SUI
Sun Communities, Inc.
+$3.5M
26,100
-2%
减持
BRK/A
Berkshire Hathaway Inc., Class A
-$3.4M
1,617
-12%
减持
SCHW
Charles Schwab Corp.
-$3.0M
299,705
-2%
增持
SAP
SAP SE - ADR
+$2.8M
99,355
+1%
减持
DEI
Douglas Emmett, Inc
+$2.2M
124,690
-2%
增持
MKL
Markel Group, Inc
+$2.0M
289,600
+1%
减持
IVE
iShares S&P 500 Value Index Fund
-$1.8M
12,698
-46%
增持
CVS
CVS Health Corporation
+$1.6M
367,512
+1%
减持
—
Bank of N.T. Butterfield & Son Limited
+$1.5M
1,070,712
-1%
增持
MTB
M & T Bank Corp
+$1.3M
48,565
+1%
减持
BABA
Alibaba Group Holding Ltd., ADR
+$1.3M
127,784
-25%
增持
STT
State Street Corp.
+$1.3M
60,809
+11%
减持
L
Loews Corp.
+$993.0K
605,243
-3%
减持
BAC
Bank of America Corp.
-$947.7K
1,169,687
-2%
减持
DAR
Darling Ingredients Inc.
+$935.0K
2,831,571
-0%
增持
TFC
Truist Financial Corp.
+$628.3K
137,238
+2%
减持
—
Everest Group, Ltd.
-$344.0K
38,883
-5%
减持
—
Skechers U.S.A., Inc., Class A
-$116.2K
6,000
-20%
