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聪明钱/Thomas Russo

Thomas Russo

Thomas Russo
Gardner Russo & Quinn13F · 13 May 2026
持仓 40前十集中度 80%本季新建/加仓 14减持/清仓 23
1
BRK.ABerkshire Hathaway CL A
12.3%减持2
GOOGAlphabet Inc. CL C均 73
11.3%减持3
MAMastercard Inc.均 66
9.2%减持4
PMPhilip Morris Intl.均 64
9.0%减持5
HKHHFHeineken Holding NV
7.6%减持6
CFRHFCompagnie Financiere Richemont SA
7.0%减持7
NSRGYNestle
6.4%减持8
NFLXNetflix Inc.均 57
6.3%加仓9
BRK.BBerkshire Hathaway CL B
6.3%减持10
MLMMartin Marietta均 63
5.0%减持11
SUNBSunbelt Rentals Holdings Inc均 55
4.7%新建仓12
UBERUber Technologies Inc.均 63
4.4%加仓13
ERFSFEurofins Scientific SE
2.6%新建仓14
PDRDFPernod Ricard
2.2%减持15
DASHDoorDash Inc.均 58
1.8%加仓16
CMCSAComcast Corp.均 47
0.8%减持17
BF.ABrown-Forman Corp. CL A
0.5%减持18
JPMJPMorgan Chase & Co.均 61
0.5%减持19
XOMExxon Mobil Corp.均 53
0.4%加仓20
VVisa Inc.均 63
0.3%减持21
BF.BBrown-Forman Corp.
0.2%减持22
BUDFFAnheuser Busch Inbev SA NV
0.1%减持23
MOAltria Group Inc.均 61
0.1%减持24
MKLMarkel Group Inc.均 55
0.1%减持25
CRCrane Co均 59
0.1%减持26
UNPUnion Pacific均 64
0.1%加仓27
COSTCostco Co.均 65
0.1%持有28
DOVDover Corp.均 64
0.1%减持29
GOOGLAlphabet Inc.均 71
0.0%减持30
ABBVAbbVie Inc.均 60
0.0%持有31
COCXFLindt & Spruengli AG
0.0%持有32
AKBLFAlk Abello A s
0.0%加仓33
AXPAmerican Express均 62
0.0%减持34
DLG.MIDe'Longhi SPA
0.0%加仓35
DVDCFDavide Campari-Milano S.p.A.
0.0%减持36
FLMNFFielmann Group Ag
0.0%加仓37
FLUIFFluidra SA
0.0%加仓38
KMROFKalmar Oyj B Share
0.0%加仓39
KNCRFKonecranes Oyj
0.0%加仓40
LEVILevi Strauss & Co.均 34
0.0%加仓

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。