Christopher Bloomstran
Christopher BloomstranSemper Augustus13F · 15 May 2026
持仓 40前十集中度 80%本季新建/加仓 13减持/清仓 13
114.5%加仓29.9%持有39.2%减持47.9%加仓57.5%加仓67.2%加仓76.7%加仓86.2%减持95.5%减持105.3%减持112.7%加仓122.7%加仓132.5%减持142.2%新建仓151.8%加仓161.3%减持171.2%减持180.9%减持190.7%减持200.7%持有210.6%加仓220.4%减持230.3%持有240.3%减持250.3%持有260.2%持有270.2%持有280.1%减持290.1%持有300.1%持有310.1%减持320.1%加仓330.1%持有340.1%新建仓350.1%持有360.0%持有370.0%持有380.0%新建仓390.0%持有400.0%持有
BRK.BBerkshire Hathaway CL B
BRK.ABerkshire Hathaway CL A
DGDollar General均 56
DECKDeckers Outdoor均 59
ALKAlaska Air Group均 32
OLNOlin Corp.均 44
DLTRDollar Tree Inc.均 40
NEMNewmont Corp.均 50
KGCKinross Gold Corp.均 48
FIVEFive Below Inc.均 41
DINOHF Sinclair Corp.均 45
SBUXStarbucks Corp.均 51
CMICummins Inc.均 64
BLDRBuilders FirstSource Inc.均 59
DISWalt Disney Co.均 55
VLOValero Energy均 43
XOMExxon Mobil Corp.均 53
EQNREquinor ASA均 41
PSKYParamount Skydance Corp.均 40
TRVTravelers Companies Inc.均 59
MRKMerck & Co.均 58
COSTCostco Co.均 65
GEGE Aerospace均 63
NXPINXP Semiconductors NV均 65
GLDMSPDR Gold Minishares Trust
GEVGe Vernova Inc均 64
SMHISEACOR Marine Holdings Inc.均 41
CVXChevron Corp.均 51
KOCoca Cola Co.均 59
AAPLApple Inc.均 60
AXPAmerican Express均 62
SGOVIshares 0 3 Month Treasury B
PHYSSprott Physical Gold Trust
GOOGAlphabet Inc. CL C均 73
SHELShell plc均 50
FLEXFlex Ltd.均 56
GEHCGE HealthCare Technologies Inc.均 56
MAMastercard Inc.均 66
SIVRAbrdn Physical Silver Shares
SYFSynchrony Financial均 50
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。