Tweedy Browne
Tweedy BrowneTweedy Browne13F · 06 May 2026
持仓 40前十集中度 70%本季新建/加仓 12减持/清仓 24
117.6%减持213.6%减持39.1%减持48.2%持有54.5%减持64.3%减持73.7%加仓83.3%减持93.2%减持102.9%减持112.1%减持122.0%减持132.0%减持141.6%减持151.5%减持161.5%减持171.4%持有181.4%加仓191.4%减持201.0%减持210.9%新建仓220.9%减持230.8%减持240.8%减持250.8%减持260.4%减持270.4%减持280.3%加仓290.3%减持300.3%加仓310.3%持有320.3%加仓330.2%加仓340.2%减持350.2%持有360.2%加仓370.2%加仓380.2%加仓390.2%加仓400.2%加仓
CNHCNH Industrial NV均 38
IONSIonis Pharmaceuticals Inc.均 47
KOFCoca-Cola FEMSA S A CV
BRK.ABerkshire Hathaway CL A
GOOGLAlphabet Inc.均 71
JNJJohnson & Johnson均 56
BRK.BBerkshire Hathaway CL B
WFCWells Fargo均 60
ALVAutoliv Inc.均 46
NVSTEnvista Holdings Corp.均 45
FDXFedEx Corp.均 51
TFCTruist Financial Corp.均 46
UNFUniFirst Corp.均 39
UHAL.BU Haul Holding Co Non Voting
AXPAmerican Express均 62
AZOAutoZone Inc.均 59
SEE-OLDSealed Air Corp.
VRTXVertex Pharmaceuticals均 61
BACBank of America Corp.均 63
BNYBank of New York Mellon Corp.均 58
JAZZJazz Pharmaceuticals plc均 37
NVSNovartis AG均 56
TTETotalEnergies SE均 49
USBU.S. Bancorp均 57
DEODiageo ADR均 55
UNPUnion Pacific均 64
GSKGSK plc均 40
SNEXStoneX Group Inc.均 47
CSCOCisco Systems均 60
COPConocoPhillips均 46
GLGlobe Life Inc.均 58
KTKT Corp.均 43
HAFNHafnia Ltd均 45
ULUnilever PLC均 50
PGRProgressive Corp.均 60
NENoble Corp.均 42
TRMDTorm Plc均 43
NTRNutrien Ltd.均 45
REZIResideo Technologies Inc.均 43
BFHBread Financial Holdings Inc.均 43
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。