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聪明钱/First Eagle Investment Management

First Eagle Investment Management

First Eagle Investment Management
First Eagle Investment Management13F · 14 May 2026
持仓 40前十集中度 28%本季新建/加仓 28减持/清仓 12
1
GOOGAlphabet Inc. CL C 73
3.6%加仓
2
BDXBecton Dickinson 54
3.2%加仓
3
WPMWheaton Precious Metals Corp. 64
3.1%减持
4
IMOImperial Oil Ltd. 53
3.1%减持
5
METAMeta Platforms Inc. 71
3.1%加仓
6
HCAHCA Healthcare Inc. 62
2.6%减持
7
SLBSchlumberger Ltd. 44
2.5%加仓
8
FMXFomento Economico Mexicano 59
2.4%加仓
9
TSMTaiwan Semiconductor S.A. 78
2.2%减持
10
FNVFranco Nevada Corp. 63
2.2%加仓
11
NEMNewmont Corp. 50
2.2%减持
12
WTWWillis Towers Watson plc 60
2.1%加仓
13
ORCLOracle Corp. 59
2.1%加仓
14
ELVElevance Health Inc. 42
2.0%加仓
15
BNYBank of New York Mellon Corp. 58
2.0%加仓
16
CRMSalesforce.com 61
1.9%加仓
17
WYWeyerhaeuser Co. 52
1.9%加仓
18
CMCSAComcast Corp. 47
1.8%加仓
19
XOMExxon Mobil Corp. 53
1.8%减持
20
AEMAgnico-Eagle Mines Ltd. 47
1.8%加仓
21
GLDSPDR Gold Trust
1.8%减持
22
OKEONEOK Inc. 59
1.8%加仓
23
ABEVAmbev S.A. 45
1.7%加仓
24
WDAYWorkday Inc. 54
1.7%加仓
25
PMPhilip Morris Intl. 64
1.6%加仓
26
CHRWC.H. Robinson Worldwide 48
1.6%减持
27
MDTMedtronic plc 55
1.5%加仓
28
EXPDExpeditors Int'l 57
1.4%减持
29
BBarrick Mining Corp. 47
1.4%减持
30
UHSUniversal Health Services Inc. 45
1.3%加仓
31
CHTRCharter Communications 40
1.3%加仓
32
NTRNutrien Ltd. 45
1.3%减持
33
BIOBio-Rad Laboratories Inc. 54
1.2%加仓
34
TXNTexas Instruments 61
1.2%加仓
35
CLColgate-Palmolive 47
1.2%加仓
36
PPGPPG Industries 49
1.2%加仓
37
NOVNov Inc. 45
1.2%减持
38
IFFInternational Flavors & Fragrances Inc. 51
1.1%加仓
39
NENoble Corp. 42
1.1%加仓
40
ADPAutomatic Data Processing Inc. 54
1.0%新建仓

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。