DIS · 通信与媒体

迪士尼

Walt Disney Co

2026 Q2：10 位巨人持有，综合权重 0.40%，共识排名第 32；本季 4 位买入、7 位卖出。季末价 $96.25（2026-06-30）。

持有人数

上季 12 位

综合权重

0.40%

共识排名第 32

季末价

$96.25

2026-06-30

巨人的平均成本估

$94.83

季末价比这个平均高 1%（每位巨人的成本各算一次）

10 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
尼克·崔恩	9.5%	261	2.51	2009 Q4	67	$103.41起算点	−7%	减持
Thomas Kahn	5.5%	36	0.35	2024 Q1	10	$104.75	−8%	减持
Christopher Bloomstran	1.7%	16	0.15	2018 Q2	33	$99.95	−4%	增持
Francois Rochon	1.7%	52	0.50	2015 Q1	46	$113.58起算点	−15%	减持
Yacktman	1.6%	138	1.32	2019 Q1	30	$110.33	−13%	增持
汤姆·盖纳	1.5%	203	1.96	2008 Q1	74	$49.77	+93%	不变
段永平	0.9%	171	1.64	2020 Q1	26	$111.65	−14%	增持
Sarah Ketterer	0.4%	36	0.35	2020 Q1	26	$109.99	−12%	减持
Tweedy, Browne	0.3%	4	0.04	2026 Q2	1	$96.31	0%	新建仓
Tom Russo	<0.1%	<1	<0.01	1999 Q1	110	$48.56起算点	+98%	减持

成本地图：10 位中有 2 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

季末价走势（已按拆股调整）

1999 Q1 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。

越来越多还是越来越少巨人持有

持有人数

每季度买家与卖家（近 20 个季度）

买入卖出

综合权重（悬停看排名）

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。

尼克·崔恩 9.5%·2009 Q4 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）

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	−60	261	9.5%	$96.38 → $96.25	$96.31	$103.41
2026 Q1	减持	−28	321	9.9%	$113.77 → $96.38	$105.07	$103.41
2025 Q4	减持	−24	348	10.0%	$114.50 → $113.77	$114.14	$103.41
2025 Q3	减持	−36	373	10.5%	$124.01 → $114.50	$119.26	$103.41
2025 Q2	减持	−19	409	11.9%	$98.70 → $124.01	$111.36	$103.41
2025 Q1	减持	−18	428	11.7%	$111.35 → $98.70	$105.03	$103.41
2024 Q4	减持	−99	446	12.4%	$96.19 → $111.35	$103.77	$103.41
2024 Q3	增持	+56	545	11.8%	$99.29 → $96.19	$97.74	$103.41
2024 Q2	减持	−17	489	11.5%	$122.36 → $99.29	$110.83	$104.06
2024 Q1	减持	−50	506	12.9%	$90.29 → $122.36	$106.33	$104.06
2023 Q4	减持	−3	555	9.7%	$81.05 → $90.29	$85.67	$104.06
2023 Q3	减持	−5	559	9.1%	$89.28 → $81.05	$85.16	$104.06
2023 Q1	增持	+20	563	9.8%	$86.88 → $100.13	$93.51	$104.06
2022 Q3	减持	−4	545	10.5%	$94.40 → $94.33	$94.37	$104.45
2022 Q2	增持	+9	549	10.2%	$137.16 → $94.40	$115.78	$104.45
2022 Q1	减持	−15	540	11.7%	$154.89 → $137.16	$146.02	$104.26
2021 Q4	增持	+5	555	12.4%	$169.17 → $154.89	$162.03	$104.26
2021 Q3	减持	−10	549	12.8%	$175.77 → $169.17	$172.47	$103.71
2021 Q2	增持	+39	559	12.7%	$184.52 → $175.77	$180.15	$103.71
2021 Q1	减持	−24	520	13.5%	$181.18 → $184.52	$182.85	$97.96
2020 Q4	减持	−44	545	14.3%	$124.08 → $181.18	$152.63	$97.96
2020 Q3	减持	−30	588	11.9%	$111.51 → $124.08	$117.80	$97.96
2020 Q2	增持	+42	619	11.5%	$96.60 → $111.51	$104.06	$97.96
2020 Q1	增持	+22	577	11.9%	$144.63 → $96.60	$120.61	$97.51
2019 Q4	增持	+13	555	12.8%	$130.32 → $144.63	$137.47	$96.60
2019 Q3	增持	+17	542	11.9%	$139.64 → $130.32	$134.98	$95.62
2019 Q1	增持	+87	527	11.3%	$109.65 → $111.03	$110.34	$94.33
2018 Q4	增持	+5	440	11.7%	$116.94 → $109.65	$113.29	$91.18
2018 Q3	增持	+29	435	11.5%	$104.81 → $116.94	$110.87	$90.92
2018 Q2	增持	+32	406	10.6%	$100.44 → $104.81	$102.62	$89.50
2018 Q1	增持	+57	375	9.9%	$107.51 → $100.44	$103.98	$88.40
2017 Q4	增持	+22	318	9.8%	$98.57 → $107.51	$103.04	$85.61
2017 Q3	增持	+44	296	9.8%	$106.25 → $98.57	$102.41	$84.33
2017 Q2	增持	+46	252	10.4%	$113.39 → $106.25	$109.82	$81.18
2017 Q1	增持	+6	206	10.2%	$104.22 → $113.39	$108.80	$74.76
2016 Q4	减持	−17	200	10.2%	$92.86 → $104.22	$98.54	$73.71
2016 Q3	增持	+30	217	10.0%	$97.82 → $92.86	$95.34	$73.71
2016 Q2	增持	+6	187	9.9%	$99.31 → $97.82	$98.56	$70.24
2016 Q1	增持	+13	181	10.6%	$105.08 → $99.31	$102.19	$69.34
2015 Q4	增持	+3	168	10.6%	$102.20 → $105.08	$103.64	$66.87
2015 Q3	增持	+18	165	11.5%	$114.14 → $102.20	$108.17	$66.19
2015 Q2	增持	+3	147	11.8%	$104.89 → $114.14	$109.52	$60.96
2015 Q1	减持	−3	144	12.3%	$94.19 → $104.89	$99.54	$59.81
2014 Q4	增持	+22	146	12.8%	$89.03 → $94.19	$91.61	$59.81
2014 Q3	增持	+2	124	12.6%	$85.74 → $89.03	$87.38	$54.18
2014 Q2	增持	+14	123	12.5%	$80.07 → $85.74	$82.90	$53.70
2014 Q1	增持	+6	108	11.6%	$76.40 → $80.07	$78.24	$49.82
2013 Q4	增持	+14	103	12.6%	$64.49 → $76.40	$70.45	$48.30
2013 Q3	增持	+10	88	11.4%	$63.15 → $64.49	$63.82	$44.73
2013 Q2	增持	+21	79	11.3%	$56.80 → $63.15	$59.97	$42.31
2013 Q1	增持	+4	58	7.8%	$49.79 → $56.80	$53.29	$36.03
2012 Q4	增持	+2	54	7.6%	$52.28 → $49.79	$51.03	$34.92
2012 Q3	增持	+2	52	7.7%	$48.50 → $52.28	$50.39	$34.14
2012 Q2	增持	+2	50	7.6%	$43.78 → $48.50	$46.14	$33.53
2011 Q4	增持	+1	48	6.8%	$30.16 → $37.50	$33.83	$33.12
2011 Q3	增持	+6	47	6.2%	$39.04 → $30.16	$34.60	$33.10

Thomas Kahn 5.5%·2024 Q1 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）

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	−2	36	5.5%	$96.38 → $96.25	$96.31	$104.75
2026 Q1	减持	−2	38	6.5%	$113.77 → $96.38	$105.07	$104.75
2025 Q3	增持	+<1	39	8.5%	$124.01 → $114.50	$119.26	$104.75
2025 Q2	增持	+4	39	9.8%	$98.70 → $124.01	$111.36	$104.68
2025 Q1	减持	−<1	35	7.0%	$111.35 → $98.70	$105.03	$103.83
2024 Q4	减持	−5	35	8.5%	$96.19 → $111.35	$103.77	$103.83
2024 Q3	增持	+18	41	6.7%	$99.29 → $96.19	$97.74	$103.83
2024 Q2	增持	+13	22	3.7%	$122.36 → $99.29	$110.83	$108.91
2024 Q1	新建仓	+9	9	1.7%	$90.29 → $122.36	$106.33	$106.33

Christopher Bloomstran 1.7%·2018 Q2 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）

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	+1	16	1.7%	$96.38 → $96.25	$96.31	$99.95
2026 Q1	增持	+1	15	1.8%	$113.77 → $96.38	$105.07	$100.14
2025 Q3	增持	+<1	15	2.1%	$124.01 → $114.50	$119.26	$99.91
2025 Q2	增持	+<1	14	2.5%	$98.70 → $124.01	$111.36	$99.75
2024 Q3	增持	+<1	14	2.3%	$99.29 → $96.19	$97.74	$99.37
2024 Q2	增持	+1	14	2.4%	$122.36 → $99.29	$110.83	$99.41
2024 Q1	减持	−7	13	2.9%	$90.29 → $122.36	$106.33	$98.93
2023 Q4	增持	+8	20	3.8%	$81.05 → $90.29	$85.67	$98.93
2023 Q2	增持	+1	12	2.6%	$100.13 → $89.28	$94.70	$107.39
2023 Q1	增持	+<1	11	2.9%	$86.88 → $100.13	$93.51	$108.28
2022 Q4	增持	+5	11	2.7%	$94.33 → $86.88	$90.61	$108.41
2022 Q3	增持	+<1	7	1.9%	$94.40 → $94.33	$94.37	$120.49
2022 Q2	增持	+2	7	1.8%	$137.16 → $94.40	$115.78	$121.04
2022 Q1	增持	+1	5	1.7%	$154.89 → $137.16	$146.02	$122.85
2021 Q4	增持	+<1	4	1.8%	$169.17 → $154.89	$162.03	$116.14
2021 Q3	减持	−<1	4	2.1%	$175.77 → $169.17	$172.47	$115.50
2020 Q4	减持	−4	4	3.1%	$124.08 → $181.18	$152.63	$115.50
2020 Q2	增持	+<1	8	4.8%	$96.60 → $111.51	$104.06	$115.50
2020 Q1	增持	+5	8	4.6%	$144.63 → $96.60	$120.61	$115.59
2019 Q3	增持	+<1	2	1.6%	$139.64 → $130.32	$134.98	$103.08
2018 Q4	减持	−<1	2	1.5%	$116.94 → $109.65	$113.29	$102.62
2018 Q2	新建仓	+2	2	1.4%	$100.44 → $104.81	$102.62	$102.62

Francois Rochon 1.7%·2015 Q1 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）

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	−2	52	1.7%	$96.38 → $96.25	$96.31	$113.58
2026 Q1	减持	−1	54	1.9%	$113.77 → $96.38	$105.07	$113.58
2025 Q4	增持	+28	54	2.1%	$114.50 → $113.77	$114.14	$113.58
2025 Q2	增持	+1	26	1.1%	$98.70 → $124.01	$111.36	$112.98
2024 Q4	增持	+<1	25	1.0%	$96.19 → $111.35	$103.77	$113.06
2024 Q3	增持	+1	25	0.9%	$99.29 → $96.19	$97.74	$113.16
2024 Q1	增持	+<1	23	1.2%	$90.29 → $122.36	$106.33	$113.98
2023 Q2	增持	+<1	23	1.1%	$100.13 → $89.28	$94.70	$114.04
2023 Q1	增持	+<1	23	1.4%	$86.88 → $100.13	$93.51	$114.17
2022 Q3	增持	+<1	23	1.4%	$94.40 → $94.33	$94.37	$114.45
2022 Q2	增持	+1	22	1.4%	$137.16 → $94.40	$115.78	$114.65
2021 Q4	增持	+1	21	1.7%	$169.17 → $154.89	$162.03	$114.58
2021 Q3	减持	−<1	20	2.0%	$175.77 → $169.17	$172.47	$112.48
2021 Q2	增持	+1	20	2.2%	$184.52 → $175.77	$180.15	$112.48
2020 Q4	增持	+1	19	2.6%	$124.08 → $181.18	$152.63	$107.54
2020 Q3	减持	−<1	18	2.1%	$111.51 → $124.08	$117.80	$105.74
2020 Q2	增持	+<1	19	2.1%	$96.60 → $111.51	$104.06	$105.74
2020 Q1	减持	−2	18	2.3%	$144.63 → $96.60	$120.61	$105.76
2019 Q4	增持	+<1	20	2.6%	$130.32 → $144.63	$137.47	$105.76
2019 Q2	增持	+1	20	2.8%	$111.03 → $139.64	$125.33	$105.24
2019 Q1	减持	−<1	19	2.4%	$109.65 → $111.03	$110.34	$104.52
2018 Q4	减持	−11	19	2.8%	$116.94 → $109.65	$113.29	$104.52
2018 Q3	增持	+1	30	4.0%	$104.81 → $116.94	$110.87	$104.52
2018 Q2	增持	+<1	29	4.0%	$100.44 → $104.81	$102.62	$104.24
2018 Q1	增持	+2	29	3.8%	$107.51 → $100.44	$103.98	$104.27
2017 Q4	减持	−8	27	3.9%	$98.57 → $107.51	$103.04	$104.29
2017 Q3	增持	+<1	35	5.1%	$106.25 → $98.57	$102.41	$104.29
2017 Q2	减持	−6	35	6.0%	$113.39 → $106.25	$109.82	$104.31
2016 Q4	减持	−1	41	7.2%	$92.86 → $104.22	$98.54	$104.31

Yacktman 1.6%·2019 Q1 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）

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	+3	138	1.6%	$96.38 → $96.25	$96.31	$110.33
2026 Q1	增持	+1	135	1.7%	$113.77 → $96.38	$105.07	$110.63
2025 Q4	减持	−2	133	2.1%	$114.50 → $113.77	$114.14	$110.68
2025 Q3	减持	−7	136	2.1%	$124.01 → $114.50	$119.26	$110.68
2025 Q2	减持	−5	142	2.4%	$98.70 → $124.01	$111.36	$110.68
2025 Q1	减持	−3	148	1.9%	$111.35 → $98.70	$105.03	$110.68
2024 Q4	减持	−3	151	2.0%	$96.19 → $111.35	$103.77	$110.68
2024 Q3	减持	−10	154	1.5%	$99.29 → $96.19	$97.74	$110.68
2024 Q2	减持	−1	164	1.5%	$122.36 → $99.29	$110.83	$110.68
2023 Q4	减持	−1	165	1.4%	$81.05 → $90.29	$85.67	$110.68
2022 Q2	减持	−10	167	1.6%	$137.16 → $94.40	$115.78	$110.68
2021 Q4	减持	−36	177	2.4%	$169.17 → $154.89	$162.03	$110.68
2021 Q2	减持	−12	214	3.7%	$184.52 → $175.77	$180.15	$110.68
2021 Q1	减持	−9	226	4.4%	$181.18 → $184.52	$182.85	$110.68
2020 Q4	减持	−70	236	5.3%	$124.08 → $181.18	$152.63	$110.68
2020 Q3	增持	+14	306	5.6%	$111.51 → $124.08	$117.80	$110.68
2020 Q2	减持	−70	292	5.2%	$96.60 → $111.51	$104.06	$110.34
2020 Q1	减持	−17	362	5.8%	$144.63 → $96.60	$120.61	$110.34
2019 Q4	减持	−52	379	6.9%	$130.32 → $144.63	$137.47	$110.34
2019 Q3	减持	−8	431	6.9%	$139.64 → $130.32	$134.98	$110.34
2019 Q2	减持	−18	439	7.4%	$111.03 → $139.64	$125.33	$110.34
2019 Q1	新建仓	+457	457	6.3%	$109.65 → $111.03	$110.34	$110.34

汤姆·盖纳 1.5%·2008 Q1 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）

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	—	203	1.5%	$96.38 → $96.25	—	$49.77
2022 Q4	增持	+1	201	2.3%	$94.33 → $86.88	$90.61	$49.49
2022 Q3	增持	+2	199	2.8%	$94.40 → $94.33	$94.37	$49.20
2022 Q2	增持	+4	197	2.7%	$137.16 → $94.40	$115.78	$48.62
2022 Q1	增持	+4	192	3.1%	$154.89 → $137.16	$146.02	$47.09
2021 Q4	增持	+2	188	3.3%	$169.17 → $154.89	$162.03	$44.85
2019 Q3	增持	+2	184	3.6%	$139.64 → $130.32	$134.98	$43.26
2019 Q2	增持	+2	182	3.9%	$111.03 → $139.64	$125.33	$42.26
2018 Q3	增持	+3	180	3.5%	$104.81 → $116.94	$110.87	$41.50
2018 Q2	增持	+3	177	3.4%	$100.44 → $104.81	$102.62	$40.32
2018 Q1	增持	+4	174	3.3%	$107.51 → $100.44	$103.98	$39.37
2017 Q3	增持	+1	170	3.3%	$106.25 → $98.57	$102.41	$37.72
2017 Q2	增持	+2	169	3.8%	$113.39 → $106.25	$109.82	$37.26
2017 Q1	增持	+2	166	4.2%	$104.22 → $113.39	$108.80	$36.21
2016 Q4	增持	+3	165	4.1%	$92.86 → $104.22	$98.54	$35.46
2016 Q2	增持	+2	161	4.2%	$99.31 → $97.82	$98.56	$34.33
2015 Q4	增持	+1	159	4.5%	$102.20 → $105.08	$103.64	$33.52
2015 Q3	增持	+2	158	4.2%	$114.14 → $102.20	$108.17	$32.92
2015 Q2	增持	+1	155	4.4%	$104.89 → $114.14	$109.52	$31.81
2015 Q1	增持	+1	154	4.1%	$94.19 → $104.89	$99.54	$31.25
2014 Q4	增持	+1	153	3.8%	$89.03 → $94.19	$91.61	$30.67
2014 Q3	增持	+2	151	3.8%	$85.74 → $89.03	$87.38	$30.11
2014 Q2	增持	+2	150	3.7%	$80.07 → $85.74	$82.90	$29.54
2014 Q1	减持	−2	148	3.6%	$76.40 → $80.07	$78.24	$29.00
2013 Q3	减持	−2	151	3.3%	$63.15 → $64.49	$63.82	$29.00
2012 Q1	增持	+1	155	3.1%	$37.50 → $43.78	$40.64	$29.00
2011 Q3	增持	+6	154	2.8%	$39.04 → $30.16	$34.60	$28.94

段永平 0.9%·2020 Q1 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）

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	+19	171	0.9%	$96.38 → $96.25	$96.31	$111.65
2026 Q1	增持	+80	151	0.7%	$113.77 → $96.38	$105.07	$113.63
2025 Q4	减持	−1	71	0.5%	$114.50 → $113.77	$114.14	$123.24
2025 Q1	减持	−2	72	0.6%	$111.35 → $98.70	$105.03	$123.24
2023 Q4	减持	−5	75	0.5%	$81.05 → $90.29	$85.67	$123.24
2023 Q3	减持	−13	80	0.5%	$89.28 → $81.05	$85.16	$123.24
2021 Q4	增持	+9	93	1.8%	$169.17 → $154.89	$162.03	$123.24
2021 Q1	减持	−20	84	2.1%	$181.18 → $184.52	$182.85	$119.08
2020 Q4	减持	−122	104	2.7%	$124.08 → $181.18	$152.63	$119.08

Sarah Ketterer 0.4%·2020 Q1 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）

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	−20	36	0.4%	$96.38 → $96.25	$96.31	$109.99
2026 Q1	增持	+1	56	0.7%	$113.77 → $96.38	$105.07	$109.99
2025 Q4	减持	−5	55	0.9%	$114.50 → $113.77	$114.14	$110.12
2025 Q3	减持	−3	60	0.9%	$124.01 → $114.50	$119.26	$110.12
2025 Q2	减持	−33	62	1.2%	$98.70 → $124.01	$111.36	$110.12
2025 Q1	增持	+11	95	2.0%	$111.35 → $98.70	$105.03	$110.12
2024 Q4	减持	−27	84	2.1%	$96.19 → $111.35	$103.77	$110.79
2024 Q3	增持	+12	111	2.6%	$99.29 → $96.19	$97.74	$110.79
2024 Q2	增持	+16	99	2.7%	$122.36 → $99.29	$110.83	$112.39
2024 Q1	减持	−28	82	2.6%	$90.29 → $122.36	$106.33	$112.71
2023 Q4	增持	+1	110	2.5%	$81.05 → $90.29	$85.67	$112.71
2023 Q3	增持	+25	109	2.3%	$89.28 → $81.05	$85.16	$113.05
2023 Q2	增持	+5	84	2.0%	$100.13 → $89.28	$94.70	$121.47
2022 Q4	增持	+15	79	2.0%	$94.33 → $86.88	$90.61	$123.06
2022 Q3	减持	−9	63	1.7%	$94.40 → $94.33	$94.37	$130.94
2022 Q2	增持	+7	72	1.7%	$137.16 → $94.40	$115.78	$130.94
2022 Q1	增持	+3	65	2.1%	$154.89 → $137.16	$146.02	$132.56
2021 Q4	增持	+16	63	2.1%	$169.17 → $154.89	$162.03	$131.94
2021 Q3	减持	−8	46	1.8%	$175.77 → $169.17	$172.47	$121.18
2021 Q2	减持	−3	54	1.9%	$184.52 → $175.77	$180.15	$121.18
2021 Q1	增持	+2	57	2.1%	$181.18 → $184.52	$182.85	$121.18
2020 Q4	减持	−11	55	1.9%	$124.08 → $181.18	$152.63	$118.96
2020 Q3	增持	+20	66	1.5%	$111.51 → $124.08	$117.80	$118.96
2020 Q2	增持	+3	46	0.9%	$96.60 → $111.51	$104.06	$119.45
2020 Q1	新建仓	+43	43	0.7%	$144.63 → $96.60	$120.61	$120.61

Tweedy, Browne 0.3%·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	+4	4	0.3%	$96.38 → $96.25	$96.31	$96.31

Tom Russo <0.1%·1999 Q1 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）

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	−<1	<1	<0.1%	$96.38 → $96.25	$96.31	$48.56
2025 Q3	减持	−<1	<1	<0.1%	$124.01 → $114.50	$119.26	$48.56
2025 Q2	减持	−<1	<1	<0.1%	$98.70 → $124.01	$111.36	$48.56
2025 Q1	减持	−<1	<1	<0.1%	$111.35 → $98.70	$105.03	$48.56
2024 Q4	减持	−<1	<1	<0.1%	$96.19 → $111.35	$103.77	$48.56
2024 Q3	减持	−<1	<1	<0.1%	$99.29 → $96.19	$97.74	$48.56
2024 Q1	减持	−<1	<1	<0.1%	$90.29 → $122.36	$106.33	$48.56
2023 Q4	减持	−<1	<1	<0.1%	$81.05 → $90.29	$85.67	$48.56
2023 Q3	减持	−<1	<1	<0.1%	$89.28 → $81.05	$85.16	$48.56
2023 Q1	减持	−<1	<1	<0.1%	$86.88 → $100.13	$93.51	$48.56
2022 Q4	减持	−<1	<1	<0.1%	$94.33 → $86.88	$90.61	$48.56
2022 Q3	减持	−<1	<1	<0.1%	$94.40 → $94.33	$94.37	$48.56
2022 Q2	减持	−<1	1	<0.1%	$137.16 → $94.40	$115.78	$48.56
2021 Q4	增持	+<1	1	<0.1%	$169.17 → $154.89	$162.03	$48.56
2020 Q3	增持	+<1	1	<0.1%	$111.51 → $124.08	$117.80	$47.91
2020 Q2	增持	+<1	1	<0.1%	$96.60 → $111.51	$104.06	$46.68
2019 Q3	减持	−<1	<1	<0.1%	$139.64 → $130.32	$134.98	$35.88
2019 Q1	减持	−<1	<1	<0.1%	$109.65 → $111.03	$110.34	$35.88
2018 Q3	减持	−<1	<1	<0.1%	$104.81 → $116.94	$110.87	$35.88
2017 Q4	减持	−<1	<1	<0.1%	$98.57 → $107.51	$103.04	$35.88
2016 Q4	减持	−<1	<1	<0.1%	$92.86 → $104.22	$98.54	$35.88
2016 Q2	增持	+<1	<1	<0.1%	$99.31 → $97.82	$98.56	$35.88
2016 Q1	减持	−<1	<1	<0.1%	$105.08 → $99.31	$102.19	$34.58
2015 Q4	增持	+<1	1	<0.1%	$102.20 → $105.08	$103.64	$34.58
2015 Q1	减持	−<1	<1	<0.1%	$94.19 → $104.89	$99.54	$28.88
2014 Q2	增持	+<1	1	<0.1%	$80.07 → $85.74	$82.90	$28.88
2014 Q1	减持	−<1	1	<0.1%	$76.40 → $80.07	$78.24	$25.39
2013 Q3	减持	−<1	1	<0.1%	$63.15 → $64.49	$63.82	$25.39
2013 Q2	减持	−<1	1	<0.1%	$56.80 → $63.15	$59.97	$25.39
2010 Q4	减持	−<1	1	<0.1%	$33.10 → $37.51	$35.31	$25.39
2010 Q3	减持	−<1	1	<0.1%	$31.50 → $33.10	$32.30	$25.39
2009 Q4	减持	−<1	2	<0.1%	$27.46 → $32.25	$29.85	$25.39
2009 Q3	增持	+<1	2	<0.1%	$23.33 → $27.46	$25.39	$25.39
2009 Q2	减持	−<1	2	<0.1%	$18.16 → $23.33	$20.74	$25.39
2008 Q4	减持	−<1	2	<0.1%	$30.69 → $22.69	$26.69	$25.39
2008 Q3	减持	−<1	2	<0.1%	$31.20 → $30.69	$30.94	$25.39

迪士尼

10 位巨人持有

成本地图：10 位中有 2 位的估计成本低于季末价

季末价走势（已按拆股调整）

越来越多还是越来越少巨人持有

持有人数

每季度买家与卖家（近 20 个季度）

综合权重（悬停看排名）

持股历程

最近 8 季清仓的巨人