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Southeast Asset Advisors Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Southeast Asset Advisors Inc.
报告期 2026-03-31 · CIK 0001390003
持仓数
217
前50大市值合计
$772.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 134 项
建仓 8
增持 55
减持 64
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$19.4M
7
-80%
减持
FLO
FLOWERS FOODS
-$14.0M
3,102,423
-8%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$9.8M
298,415
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。
-5%
减持
GOOG
ALPHABET INC
-$9.3M
451,823
-21%
清仓
—
PINNACLE FINL PARTNERS INC
-$9.2M
0
-100%
减持
AAPL
APPLE INC
-$7.6M
247,989
-17%
减持
CNX
CNX RESOURCES CORPORATION
+$4.5M
2,266,206
-6%
减持
KO
COCA COLA CO
-$4.4M
324,465
-5%
建仓
IJH
ISHARES TR
+$3.9M
62,732
减持
VOO
VANGUARD INDEX FDS
-$3.7M
43,192
-16%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$3.2M
22,816
+202%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$3.1M
212,672
+42%
减持
CDW
CDW CORP
-$2.9M
19,333
-31%
减持
JNJ
JOHNSON & JOHNSON
-$2.5M
37,883
-23%
减持
MSFT
MICROSOFT CORP
-$2.2M
36,687
-11%
减持
LYV
LIVE NATION ENTERTAINMENT IN
-$2.0M
45,054
-37%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.0M
120,013
+13%
减持
DWLD
DAVIS FUNDAMENTAL ETF TR
-$2.0M
42,680
-55%
建仓
LH
LABCORP HOLDINGS INC
+$1.9M
8,326
减持
CVX
CHEVRON CORP
-$1.9M
68,182
-14%
增持
—
STERIS PLC
+$1.8M
17,961
+131%
清仓
MTN
VAIL RESORTS INC
-$1.7M
0
-100%
减持
BRO
BROWN & BROWN INC
-$1.5M
41,768
-25%
减持
SGI
TEMPUR SEALY INTL INC
-$1.4M
119,136
-21%
减持
PWR
QUANTA SVCS INC
-$1.3M
3,538
-56%
减持
FBIN
FORTUNE BRANDS INNOVATIONS I
-$1.3M
56,140
-2%
减持
—
SIGNET JEWELERS LIMITED
-$1.3M
36,872
-10%
减持
WAB
WABTEC
-$1.2M
25,118
-24%
减持
RVTY
REVVITY
-$1.2M
11,413
-41%
减持
—
CERIDIAN HCM HLDG INC
-$1.2M
61,985
-33%
减持
MLM
MARTIN MARIETTA MATLS INC
-$1.1M
9,205
-16%
增持
AFL
AFLAC INC
-$1.1M
139,976
+1%
减持
MORN
MORNINGSTAR INC
-$955.7K
11,725
-24%
减持
AOS
SMITH A O CORP
-$954.2K
30,114
-10%
增持
AMZN
AMAZON COM INC
+$891.6K
21,569
+5%
减持
—
VIKING HOLDINGS LTD
+$847.7K
100,372
-2%
增持
CACI
CACI INTL INC
+$796.5K
3,632
+173%
增持
TRMB
TRIMBLE INC
+$751.4K
66,207
+5%
减持
—
EXXON MOBIL CORP
-$749.3K
69,655
-1%
减持
CLH
CLEAN HARBORS INC
-$745.7K
11,722
-18%
减持
MIDD
MIDDLEBY CORP
-$745.3K
38,231
-10%
减持
KHC
KRAFT HEINZ CO
-$661.7K
101,861
-6%
减持
ENTG
ENTEGRIS INC
-$602.0K
23,270
-10%
减持
LUMN
LUMEN TECHNOLOGIES INC
-$559.8K
67,650
-48%
增持
GOOGL
ALPHABET INC
+$521.8K
10,099
+21%
增持
V
VISA INC
+$508.6K
10,436
+3%
减持
TTC
TORO CO
-$486.5K
29,630
-10%
减持
SCI
SERVICE CORP INTL
-$439.1K
55,198
-10%
清仓
INTC
INTEL CORP
-$432.5K
0
-100%
增持
TSCO
TRACTOR SUPPLY CO
-$430.3K
50,290
+372%
减持
VRT
VERTIV HOLDINGS CO
+$426.3K
48,335
-5%
减持
CNM
CORE & MAIN INC
-$415.2K
87,457
-20%
增持
ITT
ITT INC
+$395.1K
32,792
+14%
减持
VMC
VULCAN MATLS CO
-$391.0K
8,008
-18%
增持
EME
EMCOR GROUP INC
+$388.6K
5,426
+13%
减持
ABBV
ABBVIE INC
-$338.5K
12,983
-3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$335.2K
98,063
+10%
建仓
MAA
MID-AMER APT CMNTYS INC
+$334.6K
2,165
减持
CAT
CATERPILLAR INC DEL
-$310.0K
3,622
-13%
减持
TECH
BIO-TECHNE CORP
-$297.4K
17,665
-10%
减持
ALAB
ASTERA LABS INC
+$294.6K
3,811
-5%
清仓
KTB
KONTOOR BRANDS INC
-$291.5K
0
-100%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$289.9K
17,513
+58%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$288.5K
3,491
-60%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$264.8K
0
-100%
建仓
LOW
LOWES COS INC
+$257.2K
1,042
建仓
BLK
BLACKROCK INC
+$248.1K
242
减持
NVDA
NVIDIA CORPORATION
-$241.7K
5,228
-33%
增持
WMT
WALMART INC
+$228.3K
18,328
+4%
建仓
BA
BOEING CO
+$226.0K
1,277
清仓
—
BLACKROCK INC
-$223.1K
0
-100%
清仓
CL
COLGATE PALMOLIVE CO
-$223.1K
0
-100%
增持
MRVL
MARVELL TECHNOLOGY INC
+$209.9K
5,100
+4%
建仓
OXY
OCCIDENTAL PETE CORP
+$207.9K
4,208
减持
SPY
SPDR S&P 500 ETF TR
-$202.2K
2,161
-16%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$173.2K
8,195
+89%
建仓
JOBY
JOBY AVIATION INC
+$172.6K
21,233
增持
INTU
INTUIT
+$169.2K
1,037
+33%
减持
PFE
PFIZER INC
-$166.7K
44,746
-4%
增持
JPM
JPMORGAN CHASE & CO
+$147.0K
4,722
+1%
减持
TDY
TELEDYNE TECHNOLOGIES INC
-$143.7K
5,995
-10%
减持
DIS
DISNEY WALT CO
+$122.1K
8,066
-0%
增持
ABT
ABBOTT LABS
+$115.1K
9,047
+14%
减持
MCD
MCDONALDS CORP
-$114.4K
5,981
-1%
增持
SYK
STRYKER CORPORATION
+$111.9K
1,559
+25%
减持
SCHW
SCHWAB CHARLES CORP
-$110.3K
49,060
-15%
增持
AVGO
BROADCOM INC
+$108.0K
1,741
+2%
增持
TLT
ISHARES TR
-$107.8K
11,094
+1%
增持
MRK
MERCK & CO INC NEW
-$107.1K
7,663
+0%
减持
PTC
PTC INC
-$105.5K
6,193
-10%
减持
PAYX
PAYCHEX INC
-$105.3K
20,100
-8%
增持
COST
COSTCO WHSL CORP NEW
+$97.5K
2,918
+0%
减持
KVUE
KENVUE INC
-$90.1K
29,937
-5%
增持
—
DOLE PLC
-$83.8K
30,535
+0%
减持
HD
HOME DEPOT INC
-$82.9K
3,259
-2%
增持
XLK
SELECT SECTOR SPDR TR
+$77.6K
1,467
+26%
减持
SHY
ISHARES TR
-$74.9K
4,424
-16%
增持
—
ACCENTURE PLC IRELAND
+$72.6K
1,881
+13%
减持
CSCO
CISCO SYS INC
+$65.3K
15,156
-3%
增持
—
LYONDELLBASELL INDUSTRIES N
-$65.2K
3,083
+0%
减持
RF
REGIONS FINL CORP NEW
-$64.6K
101,678
-3%
增持
GATX
GATX CORP
+$60.2K
2,648
+0%
增持
SO
SOUTHERN CO
-$50.8K
23,097
+7%
增持
FDX
FEDEX CORP
+$48.5K
6,158
+0%
增持
MPT
MEDICAL PPTYS TRUST INC
-$48.0K
26,432
+1%
增持
PEP
PEPSICO INC
-$44.3K
2,699
+1%
增持
QQQ
INVESCO QQQ TR
+$43.7K
1,030
+4%
增持
BAC
BANK AMERICA CORP
+$43.3K
10,113
+0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$36.2K
1,798
+2%
增持
SHW
SHERWIN WILLIAMS CO
-$35.7K
1,732
+6%
增持
AXP
AMERICAN EXPRESS CO
+$33.2K
1,275
+0%
减持
IWF
ISHARES TR
-$31.7K
525
-19%
减持
NSC
NORFOLK SOUTHN CORP
-$31.5K
1,415
-3%
减持
DE
DEERE & CO
-$28.1K
2,683
-4%
增持
—
CHUBB LIMITED
+$27.0K
918
+17%
增持
IJR
ISHARES TR
-$25.3K
24,395
+1%
增持
VIG
VANGUARD SPECIALIZED PORTFOL
-$25.3K
11,540
+0%
增持
UNP
UNION PAC CORP
-$23.6K
1,304
+0%
减持
PKG
PACKAGING CORP AMER
+$22.5K
4,962
-2%
增持
GE
GE AEROSPACE
+$21.4K
1,529
+23%
增持
GLD
SPDR GOLD TR
-$20.5K
35,093
+0%
增持
VTI
VANGUARD INDEX FDS
+$19.8K
2,615
+0%
增持
AMGN
AMGEN INC
-$18.5K
1,260
+17%
减持
APH
AMPHENOL CORP NEW
-$14.1K
4,449
-10%
增持
CTAS
CINTAS CORP
+$13.5K
1,192
+20%
减持
ITOT
ISHARES TR
-$13.0K
8,526
-3%
减持
ORCL
ORACLE CORP
-$11.7K
3,079
-0%
增持
IEI
ISHARES TR
-$11.0K
3,579
+1%
增持
SCHX
SCHWAB STRATEGIC TR
+$7.9K
14,022
+200%
增持
PG
PROCTER & GAMBLE CO
-$7.3K
5,194
+2%
增持
SHEL
SHELL PLC
-$6.9K
4,380
+3%
增持
UNH
UNITEDHEALTH GROUP INC
-$6.6K
760
+14%
增持
VCSH
VANGUARD SCOTTSDALE FDS
-$3.1K
5,367
+1%
减持
META
META PLATFORMS INC
-$1.7K
614
-3%
