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聪明钱/Arnold Van Den Berg

Arnold Van Den Berg

Arnold Van Den Berg
Century Management13F · 15 May 2026
持仓 40前十集中度 39%本季新建/加仓 18减持/清仓 22
1
PHYSSprott Physical Gold Trust
6.8%减持2
XOMExxon Mobil Corp.均 53
5.3%减持3
SASeabridge Gold Inc.均 41
4.3%减持4
LUMNLumen Technologies Inc.均 44
3.9%加仓5
FANGDiamondback Energy Inc.均 44
3.8%减持6
COHRCoherent Corp.均 58
3.5%减持7
EQTEQT Corp.均 50
3.3%减持8
GOOGAlphabet Inc. CL C均 73
3.0%减持9
DELLDell Technologies Inc.均 57
3.0%加仓10
BRK.BBerkshire Hathaway CL B
2.6%减持11
INTCIntel Corp.均 50
2.5%减持12
PRPermian Resources Corp.均 41
2.5%减持13
MSFTMicrosoft Corp.均 70
2.3%加仓14
BNBrookfield Corp.均 64
2.2%减持15
IBMInternational Business Machines均 52
2.0%加仓16
SLBSchlumberger Ltd.均 44
2.0%减持17
CRKComstock Resources Inc.均 46
1.9%减持18
CICigna Group均 49
1.9%加仓19
ELVElevance Health Inc.均 42
1.9%加仓20
QCOMQUALCOMM Inc.均 59
1.8%加仓21
VNTVontier Corp.均 37
1.8%减持22
UNHUnited Health Group Inc.均 52
1.8%加仓23
ACGLArch Capital Group Ltd.均 65
1.8%加仓24
CMCOColumbus McKinnon Corp.均 27
1.6%加仓25
TMOThermo Fisher Scientific均 63
1.6%加仓26
DHRDanaher Corp.均 66
1.6%加仓27
SWKStanley Black & Decker Inc.均 44
1.5%加仓28
DISWalt Disney Co.均 55
1.5%减持29
SWSmurfit Westrock Plc均 45
1.5%加仓30
TKRTimken Co.均 55
1.4%减持31
ILMNIllumina Inc.均 61
1.3%减持32
COPConocoPhillips均 46
1.3%减持33
CMECME Group均 65
1.3%减持34
MKTXMarketAxess Holdings Inc.均 54
1.2%加仓35
WDAYWorkday Inc.均 54
1.1%加仓36
STSensata Technologies Holding均 49
1.0%加仓37
GNRCGenerac Holdings Inc.均 60
1.0%减持38
VTOLBristow Group Inc.均 40
1.0%加仓39
FDXFedEx Corp.均 51
1.0%减持40
VRSNVerisign Inc.均 61
0.8%减持

数据 = Dataroma 13F(季度披露,有 ~45 天滞后);占比为组合权重,非实时。「均」= 五方均分。共识 ≠ 正确,大佬也会一起踏空 · 非投资建议。