Asset Management Advisors, LLC
- SEC CIK
- 0001596355
- 最新申報
- 2026/7/2
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/30 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 17
- 較 2025 年第 1 季 +1
- 總值
- $1.49 億
- 較 2025 年第 1 季 +$210.7 萬 (+1.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 112,216 | $5,451 萬 | 36.6% | −431−0.4% | 減碼 | 歷史 |
| BNBROOKFIELD Corp | CL A LTD VT SH | 228,403 | $1,413 萬 | 9.5% | −560−0.2% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 176,189 | $1,107 萬 | 7.4% | −390−0.2% | 減碼 | 歷史 |
| BEPCBrookfield Renewable Corp | CL A SUB VTG | 304,440 | $998.0 萬 | 6.7% | −480−0.2% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 116,366 | $807.8 萬 | 5.4% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 33,557 | $688.5 萬 | 4.6% | −405−1.2% | 減碼 | 歷史 |
| ALLYAlly Financial Inc. | Stock | 168,635 | $656.8 萬 | 4.4% | −125−0.1% | 減碼 | 歷史 |
| LENLennar Corp | CL A | 55,212 | $610.7 萬 | 4.1% | +90+0.2% | 加碼 | 歷史 |
| VRSNVerisign Inc | COM | 20,400 | $589.2 萬 | 4.0% | −8,835−30.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 33,240 | $585.8 萬 | 3.9% | +33,240 | 新進 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 123,295 | $518.0 萬 | 3.5% | +250+0.2% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 118,476 | $512.6 萬 | 3.4% | −3,320−2.7% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 41,521 | $511.7 萬 | 3.4% | +65+0.2% | 加碼 | 歷史 |
| KMXCarMax Inc | COM | 45,604 | $306.5 萬 | 2.1% | +25+0.1% | 加碼 | 歷史 |
| MRPMillrose Properties, Inc. | COM CL A | 27,302 | $77.8 萬 | 0.5% | +100+0.4% | 加碼 | 歷史 |
| Vanguard S&P 500 Value ETF921932703 | ETF | 1,548 | $29.2 萬 | 0.2% | −50−3.1% | 減碼 | – |
| SOSouthern Co | Stock | 3,000 | $27.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |