价投巨人的肩膀
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CMCSA · 通信与媒体

康卡斯特

Comcast Corp

2026 Q2：8 位巨人持有，综合权重 0.08%，共识排名第 135；本季 2 位买入、3 位卖出。季末价 $24.55（2026-06-30）。

持有人数
8
上季 9 位
综合权重
0.08%
共识排名第 135
季末价
$24.55
2026-06-30
巨人的平均成本估
$32.23
季末价比这个平均低 24%（每位巨人的成本各算一次）

8 位巨人持有

依占投资组合比重排序；点名字看那位巨人的持股历程。

怎么看？

估计平均成本：每次增持的股数 ×（季初价＋季末价）÷ 2 的加权平均；1999 年第一季（或这位巨人最早的电子申报）之前就持有的，从那个季度的季末价起算。13F 看不到实际成交价。

巨人?占投资组合股数（万股）市值（亿美元）首次买入持有季度数?估计平均成本?相对成本本季动向
Steven Romick2.7%8682.132017 Q435$37.36−34%增持
大卫·艾因霍恩0.8%1350.332026 Q21$26.63−8%新建仓
Tom Russo0.6%2190.542002 Q495$31.14−21%减持
Yacktman0.4%1170.292015 Q443$30.49−19%不变
汤姆·盖纳0.1%800.202016 Q241$37.18−34%减持
Wally Weitz0.1%50.012015 Q443$36.74−33%不变
Tweedy, Browne0.1%30.012015 Q443$33.69−27%不变
Glenn Greenberg<0.1%30.012013 Q451$24.600%不变

成本地图：8 位中有 0 位的估计成本低于季末价

每一行是一位巨人：圆点是估计平均成本（越大＝占投资组合越重），金色直线是最新季末价。

成本低于季末价（账面浮盈）成本高于季末价（账面浮亏）季末价
成本地图$25$30$35Glenn Greenberg大卫·艾因霍恩YacktmanTom RussoTweedy, BrowneWally Weitz汤姆·盖纳Steven Romick成本地图$25$30$35Glenn Greenberg大卫·艾因霍恩YacktmanTom RussoTweedy, BrowneWally Weitz汤姆·盖纳Steven Romick

季末价走势（已按拆股调整）

2002 Q4 起，也就是巨人第一次持有的那个季度；悬停看当季持有人数与买卖人数。

怎么看？

价格是 13F 申报的季末市值 ÷ 股数，约等于季末收盘价，不是即时价格；拆股前的价格已换算成今天的股数。

季末价走势$0204060金融危机疫情暴跌2002 Q42005 Q22007 Q42010 Q22012 Q42015 Q22017 Q42020 Q22022 Q42026 Q2季末价走势$0204060金融危机疫情暴跌2002 Q42008 Q42014 Q42026 Q2

越来越多还是越来越少巨人持有

持有人数

持有人数051015金融危机疫情暴跌2002 Q42005 Q22007 Q42010 Q22012 Q42015 Q22017 Q42020 Q22022 Q42026 Q2持有人数051015金融危机疫情暴跌2002 Q42008 Q42014 Q42026 Q2

每季度买家与卖家（近 20 个季度）

买入卖出
每季度买家与卖家人数8520252021 Q32022 Q12022 Q32023 Q12023 Q32024 Q12024 Q32025 Q12025 Q32026 Q2每季度买家与卖家人数420242024 Q32025 Q12025 Q32026 Q2

综合权重（悬停看排名）

综合权重%00.51.01.52.0金融危机疫情暴跌2002 Q42005 Q22007 Q42010 Q22012 Q42015 Q22017 Q42020 Q22022 Q42026 Q2综合权重%00.51.01.52.0金融危机疫情暴跌2002 Q42008 Q42014 Q42026 Q2

持股历程

点开一位巨人：他从什么时候开始持有、哪几季买卖、估计成本怎么变化。表格只列有买卖的季度和最新一季。

怎么看？

图中的价格与成本都换算成今天的股数（已按拆股调整）；表格里是当季实际的数字。估计成交价＝（季初价＋季末价）÷ 2，只代表大致价位。

Steven Romick 2.7%·2017 Q4 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$2030405060疫情暴跌2017 Q42018 Q42019 Q32020 Q22021 Q12023 Q22024 Q12024 Q42025 Q32026 Q2持股历程$2030405060疫情暴跌2017 Q42019 Q42023 Q12026 Q2
季度动作股数变动（万股）持股（万股）占投资组合季初价 → 季末价估计成交价累计估计成本
2026 Q2增持+88682.7%$28.71 → $24.55$26.63$37.36
2026 Q1增持+198593.5%$29.89 → $28.71$29.30$37.47
2025 Q4减持−2848403.4%$31.42 → $29.89$30.65$37.66
2025 Q3增持+151,1245.0%$35.69 → $31.42$33.55$37.66
2025 Q2增持+131,1095.7%$36.90 → $35.69$36.29$37.71
2025 Q1增持+91,0966.5%$37.53 → $36.90$37.22$37.73
2024 Q4增持+61,0875.9%$41.77 → $37.53$39.65$37.73
2024 Q2增持+221,0825.8%$43.35 → $39.16$41.25$37.72
2023 Q4增持+141,0567.1%$44.34 → $43.85$44.10$37.65
2023 Q3减持−181,0427.4%$41.55 → $44.34$42.95$37.56
2023 Q2减持−381,0596.5%$37.91 → $41.55$39.73$37.56
2023 Q1减持−251,0976.6%$34.97 → $37.91$36.44$37.56
2021 Q2减持−89436.8%$54.11 → $57.02$55.56$34.53
2021 Q1减持−369517.0%$52.40 → $54.11$53.25$34.53
2020 Q4减持−719876.7%$46.26 → $52.40$49.33$34.53
2020 Q3减持−1201,0587.0%$38.98 → $46.26$42.62$34.53
2020 Q2减持−591,1786.4%$34.38 → $38.98$36.68$34.53
2020 Q1增持+1961,2376.1%$44.97 → $34.38$39.67$34.53
2019 Q4减持−101,0414.6%$45.08 → $44.97$45.02$33.56
2019 Q3减持−1081,0504.6%$42.28 → $45.08$43.68$33.56
2019 Q2减持−861,1584.3%$39.98 → $42.28$41.13$33.56
2018 Q4增持+301,2504.1%$35.41 → $34.05$34.73$33.56
2018 Q2增持+1,1581,1612.7%$34.17 → $32.81$33.49$33.51
2018 Q1减持−13<0.1%$40.05 → $34.17$37.11$39.26
2017 Q4新建仓+44<0.1%$38.48 → $40.05$39.26$39.26
大卫·艾因霍恩 0.8%·2026 Q2 起

巨人页 →

季度动作股数变动（万股）持股（万股）占投资组合季初价 → 季末价估计成交价累计估计成本
2026 Q2新建仓+1351350.8%$28.71 → $24.55$26.63$26.63
Tom Russo 0.6%·2002 Q4 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$0204060金融危机疫情暴跌2008 Q32010 Q22013 Q32015 Q22017 Q12018 Q42020 Q32022 Q22024 Q12026 Q2持股历程$0204060金融危机疫情暴跌2008 Q32014 Q22018 Q32026 Q2
季度动作股数变动（万股）持股（万股）占投资组合季初价 → 季末价估计成交价累计估计成本
2026 Q2减持−62190.6%$28.71 → $24.55$26.63$31.14
2026 Q1减持−52250.8%$29.89 → $28.71$29.30$31.14
2025 Q4减持−152300.7%$31.42 → $29.89$30.65$31.14
2025 Q3减持−112450.8%$35.69 → $31.42$33.55$31.14
2025 Q2减持−62561.0%$36.90 → $35.69$36.29$31.14
2025 Q1减持−172621.1%$37.53 → $36.90$37.22$31.14
2024 Q4减持−192781.2%$41.77 → $37.53$39.65$31.14
2024 Q3减持−92971.3%$39.16 → $41.77$40.47$31.14
2024 Q2减持−33061.3%$43.35 → $39.16$41.25$31.14
2024 Q1减持−203091.4%$43.85 → $43.35$43.60$31.14
2023 Q4减持−233301.5%$44.34 → $43.85$44.10$31.14
2023 Q3减持−93531.7%$41.55 → $44.34$42.95$31.14
2023 Q2减持−153611.5%$37.91 → $41.55$39.73$31.14
2023 Q1减持−53761.5%$34.97 → $37.91$36.44$31.14
2022 Q4减持−173821.5%$29.33 → $34.97$32.15$31.14
2022 Q3减持−733991.4%$39.24 → $29.33$34.29$31.14
2022 Q2减持−164722.1%$46.82 → $39.24$43.03$31.14
2022 Q1减持−164882.2%$50.33 → $46.82$48.58$31.14
2021 Q4减持−165032.3%$55.93 → $50.33$53.13$31.14
2021 Q3减持−175192.7%$57.02 → $55.93$56.47$31.14
2021 Q2减持−175362.6%$54.11 → $57.02$55.56$31.14
2021 Q1减持−185532.7%$52.40 → $54.11$53.25$31.14
2020 Q4增持+765712.7%$46.26 → $52.40$49.33$31.14
2020 Q3减持−234952.2%$38.98 → $46.26$42.62$28.33
2020 Q2减持−435182.1%$34.38 → $38.98$36.68$28.33
2020 Q1减持−175612.0%$44.97 → $34.38$39.67$28.33
2019 Q4减持−135782.0%$45.08 → $44.97$45.02$28.33
2019 Q3减持−155912.1%$42.28 → $45.08$43.68$28.33
2019 Q2减持−236051.9%$39.98 → $42.28$41.13$28.33
2019 Q1减持−496292.0%$34.05 → $39.98$37.02$28.33
2018 Q4减持−226781.9%$35.41 → $34.05$34.73$28.33
2018 Q3减持−87001.8%$32.81 → $35.41$34.11$28.33
2018 Q2减持−47081.7%$34.17 → $32.81$33.49$28.33
2017 Q4减持−47122.0%$38.48 → $40.05$39.26$28.33
2017 Q3增持+87161.9%$38.92 → $38.48$38.70$28.33
2017 Q2减持−67082.0%$37.59 → $38.92$38.25$28.22
2017 Q1减持−107142.1%$34.52 → $37.59$36.06$28.22
2017 Q1：拆股，每 1 股变成 2 股；以下是拆股前的股数与价格
2016 Q4减持−163622.1%$66.34 → $69.05$67.69$56.43
2016 Q3减持−33782.1%$65.19 → $66.34$65.77$56.43
2016 Q2减持−23822.1%$61.08 → $65.19$63.14$56.43
2016 Q1减持−73842.0%$56.43 → $61.08$58.76$56.43
2015 Q4减持−233911.9%$56.88 → $56.43$56.65$56.43
2015 Q3减持−114112.1%$60.14 → $56.88$58.59$19.15
2015 Q2减持−304182.2%$56.47 → $60.14$58.00$19.33
2015 Q1减持−184472.3%$58.01 → $56.47$56.81$19.40
2014 Q4减持−74652.5%$53.78 → $58.01$55.53$19.41
2014 Q2减持−44732.3%$50.04 → $53.68$51.05$19.39
2013 Q3增持+54612.2%$41.75 → $45.12$41.51$20.07
2013 Q2增持+104522.2%$41.98 → $41.75$39.64$20.06
2011 Q2减持−216623.2%$24.72 → $25.34$23.72$19.04
2011 Q1减持−226713.3%$21.97 → $24.72$22.02$19.38
2010 Q4减持−266995.8%$18.08 → $21.97$18.91$19.22
2010 Q3减持−867205.5%$17.37 → $18.08$16.72$19.35
2010 Q2减持−1148106.6%$18.83 → $17.37$17.20$19.24
2009 Q4减持−179268.3%$16.88 → $16.86$16.04$19.17
2009 Q3减持−229468.3%$14.46 → $16.88$15.09$19.11
2009 Q2增持+169918.3%$13.64 → $14.46$13.49$18.68
2008 Q4增持+139568.8%$19.63 → $16.88$17.93$19.11
2008 Q3减持−139906.9%$18.97 → $19.63$19.24$18.21
Yacktman 0.4%·2015 Q4 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$2030405060疫情暴跌2015 Q42017 Q12018 Q22019 Q32020 Q42022 Q12023 Q22024 Q32026 Q2持股历程$2030405060疫情暴跌2015 Q42018 Q32021 Q22026 Q2
季度动作股数变动（万股）持股（万股）占投资组合季初价 → 季末价估计成交价累计估计成本
2026 Q2不变—1170.4%$28.71 → $24.55—$30.49
2026 Q1增持+11170.4%$29.89 → $28.71$29.30$30.49
2025 Q4减持−11160.5%$31.42 → $29.89$30.65$30.50
2025 Q3减持−71170.5%$35.69 → $31.42$33.55$30.50
2024 Q3减持−171250.5%$39.16 → $41.77$40.47$30.50
2024 Q2减持−11420.5%$43.35 → $39.16$41.25$30.50
2024 Q1减持−21430.6%$43.85 → $43.35$43.60$30.50
2023 Q1减持−11450.5%$34.97 → $37.91$36.44$30.50
2022 Q2减持−11470.6%$46.82 → $39.24$43.03$30.50
2022 Q1减持−41480.6%$50.33 → $46.82$48.58$30.50
2021 Q3减持−11510.8%$57.02 → $55.93$56.47$30.50
2021 Q1增持+21520.9%$52.40 → $54.11$53.25$30.50
2020 Q3增持+151501.0%$38.98 → $46.26$42.62$30.22
2020 Q2减持−151350.8%$34.38 → $38.98$36.68$28.80
2020 Q1减持−11500.9%$44.97 → $34.38$39.67$28.80
2019 Q4减持−321510.9%$45.08 → $44.97$45.02$28.80
2019 Q3减持−31821.0%$42.28 → $45.08$43.68$28.80
2019 Q2减持−21850.9%$39.98 → $42.28$41.13$28.80
2019 Q1减持−21870.9%$34.05 → $39.98$37.02$28.80
2018 Q4增持+141880.8%$35.41 → $34.05$34.73$28.80
2018 Q2减持−201740.7%$34.17 → $32.81$33.49$28.33
2017 Q4减持−31940.8%$38.48 → $40.05$39.26$28.33
2017 Q2减持−901980.7%$37.59 → $38.92$38.25$28.33
2017 Q1减持−412881.0%$34.52 → $37.59$36.06$28.33
2017 Q1：拆股，每 1 股变成 2 股；以下是拆股前的股数与价格
2016 Q4减持−341651.0%$66.34 → $69.05$67.69$56.65
2016 Q2减持−202001.1%$61.08 → $65.19$63.14$56.65
2015 Q4减持−972190.9%$56.88 → $56.43$56.65$56.65
汤姆·盖纳 0.1%·2016 Q2 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$2030405060疫情暴跌2016 Q22017 Q22018 Q22019 Q22020 Q32021 Q32022 Q32025 Q22026 Q2持股历程$2030405060疫情暴跌2016 Q22018 Q32021 Q12026 Q2
季度动作股数变动（万股）持股（万股）占投资组合季初价 → 季末价估计成交价累计估计成本
2026 Q2减持−16800.1%$28.71 → $24.55$26.63$37.18
2024 Q4减持−12960.3%$41.77 → $37.53$39.65$37.18
2022 Q4增持+10930.4%$29.33 → $34.97$32.15$36.98
2022 Q3增持+10830.4%$39.24 → $29.33$34.29$37.58
2022 Q2增持+9720.4%$46.82 → $39.24$43.03$38.05
2022 Q1增持+10630.4%$50.33 → $46.82$48.58$37.30
2021 Q4增持+<1530.3%$55.93 → $50.33$53.13$35.22
2021 Q1增持+<1530.4%$52.40 → $54.11$53.25$35.08
2019 Q3增持+1520.4%$42.28 → $45.08$43.68$34.95
2019 Q2增持+7510.3%$39.98 → $42.28$41.13$34.80
2019 Q1增持+4440.3%$34.05 → $39.98$37.02$33.76
2018 Q4增持+<1400.3%$35.41 → $34.05$34.73$33.43
2018 Q3增持+10400.2%$32.81 → $35.41$34.11$33.42
2018 Q2增持+8290.2%$34.17 → $32.81$33.49$33.17
2017 Q2增持+<1210.2%$37.59 → $38.92$38.25$33.05
2017 Q1增持+3210.2%$34.52 → $37.59$36.06$33.00
2017 Q1：拆股，每 1 股变成 2 股；以下是拆股前的股数与价格
2016 Q4增持+290.2%$66.34 → $69.05$67.69$65.09
2016 Q3增持+480.1%$65.19 → $66.34$65.77$64.54
2016 Q2新建仓+440.1%$61.08 → $65.19$63.14$63.14
Wally Weitz 0.1%·2015 Q4 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$2030405060疫情暴跌2015 Q42017 Q12018 Q22019 Q32020 Q42022 Q12023 Q22024 Q32026 Q2持股历程$2030405060疫情暴跌2015 Q42018 Q32021 Q22026 Q2
季度动作股数变动（万股）持股（万股）占投资组合季初价 → 季末价估计成交价累计估计成本
2026 Q2不变—50.1%$28.71 → $24.55—$36.74
2026 Q1减持−450.1%$29.89 → $28.71$29.30$36.74
2025 Q4减持−3780.2%$31.42 → $29.89$30.65$36.74
2025 Q1增持+36450.9%$37.53 → $36.90$37.22$36.74
2024 Q2增持+3100.2%$43.35 → $39.16$41.25$34.98
2024 Q1增持+<170.1%$43.85 → $43.35$43.60$32.29
2022 Q3减持−4560.1%$39.24 → $29.33$34.29$31.96
2022 Q2减持−2511.1%$46.82 → $39.24$43.03$31.96
2022 Q1减持−2541.1%$50.33 → $46.82$48.58$31.96
2021 Q4增持+<1561.1%$55.93 → $50.33$53.13$31.96
2021 Q2减持−5561.4%$54.11 → $57.02$55.56$31.85
2021 Q1增持+2611.5%$52.40 → $54.11$53.25$31.85
2020 Q3减持−1601.3%$38.98 → $46.26$42.62$31.31
2019 Q3减持−33601.1%$42.28 → $45.08$43.68$31.31
2019 Q2减持−5941.6%$39.98 → $42.28$41.13$31.31
2019 Q1减持−7991.7%$34.05 → $39.98$37.02$31.31
2018 Q4减持−21061.7%$35.41 → $34.05$34.73$31.31
2018 Q3增持+161081.6%$32.81 → $35.41$34.11$31.31
2018 Q2增持+30921.3%$34.17 → $32.81$33.49$30.82
2017 Q4增持+1631.1%$38.48 → $40.05$39.26$29.56
2017 Q1减持−1611.0%$34.52 → $37.59$36.06$29.36
2017 Q1：拆股，每 1 股变成 2 股；以下是拆股前的股数与价格
2016 Q4减持−1310.9%$66.34 → $69.05$67.69$58.71
2016 Q1增持+31320.7%$56.43 → $61.08$58.76$58.71
2015 Q4减持−<11<0.1%$56.88 → $56.43$56.65$56.65
Tweedy, Browne 0.1%·2015 Q4 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$2030405060疫情暴跌2015 Q42017 Q12018 Q22019 Q32020 Q42022 Q12023 Q22024 Q32026 Q2持股历程$2030405060疫情暴跌2015 Q42018 Q32021 Q22026 Q2
季度动作股数变动（万股）持股（万股）占投资组合季初价 → 季末价估计成交价累计估计成本
2026 Q2减持−<130.1%$28.71 → $24.55$26.63$33.69
2025 Q2减持−<130.1%$36.90 → $35.69$36.29$33.69
2025 Q1减持−<130.1%$37.53 → $36.90$37.22$33.69
2024 Q4减持−<130.1%$41.77 → $37.53$39.65$33.69
2024 Q3减持−<140.1%$39.16 → $41.77$40.47$33.69
2024 Q2减持−<140.1%$43.35 → $39.16$41.25$33.69
2024 Q1减持−<140.1%$43.85 → $43.35$43.60$33.69
2023 Q4减持−140.1%$44.34 → $43.85$44.10$33.69
2023 Q3减持−<150.1%$41.55 → $44.34$42.95$33.69
2023 Q2减持−1150.1%$37.91 → $41.55$39.73$33.69
2023 Q1减持−12160.3%$34.97 → $37.91$36.44$33.69
2022 Q4减持−11280.5%$29.33 → $34.97$32.15$33.69
2022 Q3减持−66390.5%$39.24 → $29.33$34.29$33.69
2022 Q1减持−11051.6%$50.33 → $46.82$48.58$33.69
2021 Q4减持−61061.7%$55.93 → $50.33$53.13$33.69
2021 Q2减持−21121.8%$54.11 → $57.02$55.56$33.69
2020 Q4增持+21151.9%$46.26 → $52.40$49.33$33.69
2020 Q2增持+661131.8%$34.38 → $38.98$36.68$33.41
2020 Q1增持+2480.8%$44.97 → $34.38$39.67$28.91
2019 Q3减持−1450.7%$42.28 → $45.08$43.68$28.33
2019 Q2减持−1460.7%$39.98 → $42.28$41.13$28.33
2019 Q1减持−1470.6%$34.05 → $39.98$37.02$28.33
2018 Q4减持−14480.6%$35.41 → $34.05$34.73$28.33
2018 Q3减持−<1630.7%$32.81 → $35.41$34.11$28.33
2018 Q2减持−<1630.6%$34.17 → $32.81$33.49$28.33
2017 Q4减持−114640.7%$38.48 → $40.05$39.26$28.33
2017 Q2减持−31782.1%$37.59 → $38.92$38.25$28.33
2017 Q1减持−11801.9%$34.52 → $37.59$36.06$28.33
2017 Q1：拆股，每 1 股变成 2 股；以下是拆股前的股数与价格
2016 Q4减持−1912.0%$66.34 → $69.05$67.69$56.65
2016 Q3减持−17921.8%$65.19 → $66.34$65.77$56.65
2016 Q2减持−11092.0%$61.08 → $65.19$63.14$56.65
2015 Q4减持−161101.8%$56.88 → $56.43$56.65$56.65
Glenn Greenberg <0.1%·2013 Q4 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$0204060疫情暴跌2013 Q42015 Q22016 Q42018 Q22019 Q42021 Q22022 Q42024 Q22026 Q2持股历程$0204060疫情暴跌2013 Q42017 Q12020 Q22026 Q2
季度动作股数变动（万股）持股（万股）占投资组合季初价 → 季末价估计成交价累计估计成本
2026 Q2不变—3<0.1%$28.71 → $24.55—$24.60
2018 Q2减持−<13<0.1%$34.17 → $32.81$33.49$24.60
2018 Q1减持−<13<0.1%$40.05 → $34.17$37.11$24.60
2017 Q1：拆股，每 1 股变成 2 股；以下是拆股前的股数与价格
2016 Q4增持+<120.1%$66.34 → $69.05$67.69$49.20
2014 Q1减持−1782<0.1%$51.97 → $50.04$51.00$48.54
2013 Q4减持−831773.8%$45.12 → $51.97$46.62$31.04

最近 8 季清仓的巨人