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2026 Q2：32 位巨人持有，综合权重 4.96%，共识排名第 1；本季 4 位买入、19 位卖出。季末价 $357.37（2026-06-30）。

持有人数
32
上季 36 位
综合权重
4.96%
共识排名第 1
季末价
$357.37
2026-06-30
巨人的平均成本估
$117.89
季末价比这个平均高 203%（每位巨人的成本各算一次）

32 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
李录47.9%49717.752020 Q225$97.91+265%不变
尼克·崔恩17.5%1294.602025 Q16$169.56+111%减持
Ruane, Cunniff & Goldfarb（红杉基金）16.2%29110.392015 Q344$43.10+729%减持
Bryan Lawrence15.6%120.422018 Q134$62.12+475%不变
巴菲特／阿贝尔12.6%10,567377.642025 Q34$295.43+21%增持
Steven Romick12.2%2739.742015 Q443$44.31+707%减持
Tom Russo12.1%30210.812015 Q344$67.68+428%减持
Francis Chou11.8%70.262024 Q29$169.76+111%不变
Francois Rochon10.9%913.252016 Q340$78.15+357%减持
Josh Tarasoff9.8%100.362019 Q328$92.96+284%不变
David Rolfe9.4%130.452015 Q344$50.22+612%减持
William von Mueffling9.2%170.612015 Q443$57.42+522%资金转移
汤姆·盖纳9.0%32911.762015 Q443$50.26+611%不变
赛斯·卡拉曼9.0%1364.852020 Q126$178.48+100%增持
David Abrams8.9%1374.902018 Q233$58.88+507%减持
克里斯·霍恩8.3%1,22843.902017 Q336$155.87+129%增持
丹·勒布7.9%1023.662026 Q12$318.68+12%增持
Jensen6.9%802.852021 Q320$125.85+184%减持
Thomas Kahn6.8%120.432025 Q25$201.38+77%不变
Wally Weitz6.6%270.952015 Q443$36.35+883%减持
Samantha McLemore6.2%531.882021 Q419$117.09起算点+205%减持
C.T. Fitzpatrick5.8%531.912017 Q336$60.69+489%减持
克里斯·戴维斯5.4%35012.492015 Q443$63.40+464%减持
Yacktman4.9%1123.992019 Q130$58.04+516%不变
泰瑞·史密斯4.6%2338.342021 Q419$109.94+225%减持
Tweedy, Browne3.8%140.502015 Q443$36.48+880%减持
段永平3.6%1956.962018 Q431$225.02起算点+59%减持
Robert Vinall3.0%30.122025 Q25$165.44+116%不变
Sarah Ketterer1.2%311.122020 Q324$122.44+192%减持
Mark Massey0.4%40.152019 Q427$80.92+342%减持
Glenn Greenberg0.2%20.092017 Q435$80.70+343%不变
Christopher Bloomstran0.1%<10.012025 Q43$297.97+20%不变

成本地图：32 位中有 32 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$100$200$300Wally WeitzTweedy, BrowneRuane, Cunniff & Goldfarb（红杉基金）Steven RomickDavid Rolfe汤姆·盖纳William von MuefflingYacktmanDavid AbramsC.T. FitzpatrickBryan Lawrence克里斯·戴维斯Tom RussoFrancois RochonGlenn GreenbergMark MasseyJosh Tarasoff李录泰瑞·史密斯Samantha McLemoreSarah KettererJensen克里斯·霍恩Robert Vinall尼克·崔恩Francis Chou赛斯·卡拉曼Thomas Kahn段永平巴菲特／阿贝尔Christopher Bloomstran丹·勒布成本地图$100$200$300Wally WeitzTweedy, BrowneRuane（红杉基金）Steven RomickDavid Rolfe汤姆·盖纳W. MuefflingYacktmanDavid AbramsC. FitzpatrickBryan Lawrence克里斯·戴维斯Tom RussoFrancois RochonGlenn GreenbergMark MasseyJosh Tarasoff李录泰瑞·史密斯S. McLemoreSarah KettererJensen克里斯·霍恩Robert Vinall尼克·崔恩Francis Chou赛斯·卡拉曼Thomas Kahn段永平巴菲特／阿贝尔C. Bloomstran丹·勒布

季末价走势（已按拆股调整）

2015 Q3 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$0100200300400疫情暴跌2015 Q32016 Q42018 Q12019 Q22020 Q32021 Q42023 Q12024 Q22026 Q2季末价走势$0100200300400疫情暴跌2015 Q32018 Q22021 Q12026 Q2

越来越多还是越来越少巨人持有

持有人数

持有人数010203040疫情暴跌2015 Q32016 Q42018 Q12019 Q22020 Q32021 Q42023 Q12024 Q22026 Q2持有人数010203040疫情暴跌2015 Q32018 Q22021 Q12026 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302010010202021 Q32022 Q12022 Q32023 Q12023 Q32024 Q12024 Q32025 Q12025 Q32026 Q2每季度买家与卖家人数3020100102024 Q32025 Q12025 Q32026 Q2

综合权重（悬停看排名）

综合权重%0246疫情暴跌2015 Q32016 Q42018 Q12019 Q22020 Q32021 Q42023 Q12024 Q22026 Q2综合权重%0246疫情暴跌2015 Q32018 Q22021 Q12026 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。

李录 47.9%·2020 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$01002003004002021 Q32022 Q12022 Q32023 Q12023 Q32024 Q12024 Q32025 Q12025 Q32026 Q2持股历程$01002003004002021 Q32022 Q42024 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不变—49747.9%$287.56 → $357.37—$97.91
2025 Q1减持−6050235.1%$189.30 → $154.64$171.97$96.88
2022 Q4增持+16056025.7%$95.65 → $88.23$92.44$96.35
2022 Q3：拆股，每 1 股变成 20 股；以下是拆股前的股数与价格
2022 Q2增持+112023.3%$2,781.35 → $2,179.26$2,490.22$1,964.94
尼克·崔恩 17.5%·2025 Q1 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$1002003004002025 Q12025 Q22025 Q32025 Q42026 Q12026 Q2持股历程$1002003004002025 Q12025 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−4212917.5%$287.56 → $357.37$322.46$169.56
2026 Q1减持−3817015.6%$313.00 → $287.56$300.28$169.56
2025 Q4减持−1520916.6%$243.10 → $313.00$278.05$169.56
2025 Q3增持+2122313.3%$176.23 → $243.10$209.67$169.56
2025 Q2增持+2012038.4%$154.64 → $176.23$165.44$165.49
2025 Q1增持+<120.1%$189.30 → $154.64$171.97$171.97
Ruane, Cunniff & Goldfarb（红杉基金） 16.2%·2015 Q3 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$0100200300400疫情暴跌2015 Q32016 Q42018 Q12019 Q22020 Q32021 Q42023 Q12024 Q22026 Q2持股历程$0100200300400疫情暴跌2015 Q32018 Q22021 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−1529116.2%$287.56 → $357.37$322.46$43.10
2026 Q1减持−2530714.6%$313.00 → $287.56$300.28$43.02
2025 Q4减持−2933216.2%$243.10 → $313.00$278.05$42.78
2025 Q3减持−336114.6%$176.23 → $243.10$209.67$42.78
2025 Q2减持−436611.1%$154.64 → $176.23$165.44$42.68
2025 Q1减持−837210.4%$189.30 → $154.64$171.97$42.59
2024 Q4减持−3437912.2%$165.85 → $189.30$177.58$42.61
2024 Q3减持−1441410.7%$182.15 → $165.85$174.00$42.65
2024 Q2减持−2242812.1%$150.93 → $182.15$166.54$42.69
2024 Q1减持−2745010.5%$139.69 → $150.93$145.31$42.65
2023 Q4减持−1647710.7%$130.86 → $139.69$135.28$42.54
2023 Q3减持−3149310.7%$119.70 → $130.86$125.28$42.52
2023 Q2减持−365259.9%$103.73 → $119.70$111.72$42.50
2023 Q1减持−145599.5%$88.23 → $103.73$95.98$42.68
2022 Q4减持−225757.9%$95.65 → $88.23$91.94$42.58
2022 Q3减持−425968.5%$108.96 → $95.65$102.31$42.55
2022 Q3：拆股，每 1 股变成 20 股；以下是拆股前的股数与价格
2022 Q2减持−7329.1%$2,781.35 → $2,179.26$2,480.30$841.09
2022 Q1减持−13910.7%$2,897.04 → $2,781.35$2,839.20$837.80
2021 Q4减持−<1409.8%$2,673.52 → $2,897.04$2,785.28$839.33
2021 Q3减持−2409.6%$2,441.79 → $2,673.52$2,557.65$820.05
2021 Q2减持−1429.2%$2,062.52 → $2,441.79$2,287.47$807.32
2021 Q1减持−1438.3%$1,752.64 → $2,062.52$1,910.25$816.86
2020 Q4减持−24438.1%$1,465.60 → $1,752.64$1,610.74$818.23
2020 Q3减持−96811.8%$1,418.05 → $1,465.60$1,441.61$808.12
2020 Q2减持−157614.5%$1,161.95 → $1,418.05$1,288.21$811.59
2020 Q1减持−99116.9%$1,339.39 → $1,161.95$1,249.91$808.21
2019 Q4减持−310016.6%$1,221.14 → $1,339.39$1,278.01$808.52
2019 Q2减持−5510314.9%$1,176.89 → $1,082.80$1,127.11$806.72
2019 Q1减持−515818.9%$1,044.96 → $1,176.89$1,110.92$819.29
2018 Q4减持−316218.7%$1,207.08 → $1,044.96$1,126.02$821.00
2018 Q3减持−216618.4%$1,129.19 → $1,207.08$1,154.56$821.54
2018 Q2减持−1016816.9%$1,037.14 → $1,129.19$1,073.72$821.76
2018 Q1增持+1217816.4%$1,053.40 → $1,037.14$1,045.27$819.28
2017 Q4增持+1816614.3%$973.72 → $1,053.40$1,013.56$803.54
2017 Q3增持+5814712.5%$929.68 → $973.72$933.92$779.99
2017 Q2增持+11887.6%$847.80 → $929.68$888.74$671.13
2017 Q1减持−3776.2%$792.45 → $847.80$800.69$639.53
2016 Q4增持+3806.0%$804.06 → $792.45$774.55$640.85
2016 Q3减持−3765.8%$703.53 → $804.06$734.69$633.29
2016 Q2减持−9805.4%$762.90 → $703.53$718.52$627.50
2016 Q1减持−20895.3%$778.01 → $762.90$751.91$630.26
2015 Q4减持−21094.8%$638.37 → $778.01$683.58$630.67
2015 Q3新建仓+1091093.6%— → $638.37$608.28$638.37
Bryan Lawrence 15.6%·2018 Q1 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$0100200300400疫情暴跌2018 Q42019 Q42020 Q42021 Q42022 Q42023 Q42024 Q42026 Q2持股历程$0100200300400疫情暴跌2018 Q42020 Q42022 Q42026 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—1215.6%$287.56 → $357.37—$62.12
2024 Q4减持−<11211.5%$165.85 → $189.30$177.74$61.05
2024 Q1减持−21210.8%$139.69 → $150.93$145.31$60.88
2023 Q3减持−21412.6%$119.70 → $130.86$125.46$60.96
2023 Q2减持−61612.9%$103.73 → $119.70$111.30$60.77
2023 Q1增持+12215.7%$88.23 → $103.73$96.11$61.26
2022 Q4增持+12113.5%$95.65 → $88.23$91.92$59.03
2022 Q3：拆股，每 1 股变成 20 股；以下是拆股前的股数与价格
2022 Q2增持+<1115.6%$2,781.35 → $2,179.26$2,480.90$1,145.34
2021 Q1减持−<119.0%$1,752.64 → $2,062.52$1,904.61$1,068.70
2020 Q4减持−<119.2%$1,465.60 → $1,752.64$1,611.44$1,072.33
2020 Q1增持+<1213.1%$1,339.39 → $1,161.95$1,248.99$1,071.07
2019 Q2增持+<1111.6%$1,176.89 → $1,082.80$1,129.08$1,054.80
巴菲特／阿贝尔 12.6%·2025 Q3 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$2002503003504002025 Q32025 Q42026 Q12026 Q2持股历程$2002503003504002025 Q32025 Q42026 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+4,78810,56712.6%$287.56 → $357.37$322.46$295.43
2026 Q1增持+3,9985,7836.3%$313.00 → $287.56$300.28$272.36
2025 Q3新建仓+1,7851,7851.6%$176.23 → $243.10$209.67$209.67
Steven Romick 12.2%·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$0100200300400疫情暴跌2015 Q42016 Q42017 Q42019 Q12020 Q12021 Q12023 Q32024 Q32026 Q2持股历程$0100200300400疫情暴跌2015 Q42018 Q12020 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−2727312.2%$287.56 → $357.37$322.46$44.31
2026 Q1减持−2430112.4%$313.00 → $287.56$300.28$44.29
2025 Q4减持−6532613.7%$243.10 → $313.00$278.05$44.31
2025 Q3减持−1539113.3%$176.23 → $243.10$209.67$44.46
2025 Q2减持−1040710.4%$154.64 → $176.23$165.44$44.34
2025 Q1减持−3541710.4%$189.30 → $154.64$171.97$44.30
2024 Q4减持−1345212.3%$165.85 → $189.30$177.58$44.29
2024 Q3减持−6446510.9%$182.15 → $165.85$174.00$44.31
2024 Q2减持−752813.2%$150.93 → $182.15$166.54$44.29
2024 Q1减持−1153611.6%$139.69 → $150.93$145.31$44.26
2023 Q4减持−1554711.7%$130.86 → $139.69$135.28$44.20
2023 Q3减持−2756211.8%$119.70 → $130.86$125.28$43.79
2023 Q2减持−7459010.5%$103.73 → $119.70$111.72$43.73
2023 Q1减持−466210.8%$88.23 → $103.73$95.98$43.85
2022 Q3：拆股，每 1 股变成 20 股；以下是拆股前的股数与价格
2021 Q2减持−13611.0%$2,062.52 → $2,441.79$2,287.47$774.60
2021 Q1减持−83710.3%$1,752.64 → $2,062.52$1,910.25$767.54
2020 Q4减持−44410.0%$1,465.60 → $1,752.64$1,610.74$768.98
2020 Q3减持−54910.2%$1,418.05 → $1,465.60$1,441.61$767.80
2020 Q2减持−85410.6%$1,161.95 → $1,418.05$1,288.21$770.09
2020 Q1减持−46210.4%$1,339.39 → $1,161.95$1,249.91$768.50
2019 Q4减持−2668.6%$1,221.14 → $1,339.39$1,278.01$769.53
2019 Q3增持+<1688.0%$1,082.80 → $1,221.14$1,149.95$765.30
2018 Q4增持+3676.7%$1,207.08 → $1,044.96$1,114.54$766.26
2018 Q1增持+6655.1%$1,053.40 → $1,037.14$1,039.09$746.01
2017 Q4增持+3594.7%$973.72 → $1,053.40$1,002.75$718.69
2017 Q3减持−1564.2%$929.68 → $973.72$933.92$708.23
2017 Q2增持+1574.0%$847.80 → $929.68$869.14$710.98
2017 Q1减持−1563.8%$792.45 → $847.80$800.69$707.98
2016 Q4增持+<1573.6%$804.06 → $792.45$774.55$709.63
2016 Q3增持+<1563.8%$703.53 → $804.06$734.69$711.85
2016 Q2增持+6563.3%$762.90 → $703.53$718.52$705.22
2015 Q4新建仓+49493.4%$638.37 → $778.01$708.19$704.51
Tom Russo 12.1%·2015 Q3 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$0100200300400疫情暴跌2015 Q32016 Q42018 Q12019 Q22020 Q32021 Q42023 Q12024 Q22026 Q2持股历程$0100200300400疫情暴跌2015 Q32018 Q22021 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−3030212.1%$287.56 → $357.37$320.09$67.68
2026 Q1减持−5833511.4%$313.00 → $287.56$300.33$67.08
2025 Q4减持−7239613.4%$243.10 → $313.00$278.67$66.74
2025 Q3减持−4446712.2%$176.23 → $243.10$210.47$66.80
2025 Q1减持−545179.0%$189.30 → $154.64$173.33$66.25
2024 Q4减持−3656912.2%$165.85 → $189.30$178.81$66.52
2024 Q3减持−2260610.3%$182.15 → $165.85$175.31$66.38
2024 Q2减持−8662712.1%$150.93 → $182.15$167.84$66.46
2024 Q1减持−6771511.1%$139.69 → $150.93$146.60$66.34
2023 Q4减持−3878111.1%$130.86 → $139.69$136.39$66.34
2023 Q3减持−1381811.7%$119.70 → $130.86$126.41$66.43
2023 Q2减持−218339.8%$103.73 → $119.70$112.48$66.22
2023 Q1增持+508479.1%$88.23 → $103.73$96.37$66.74
2022 Q4增持+238007.8%$95.65 → $88.23$92.44$64.72
2022 Q3增持+267769.0%$108.96 → $95.65$102.76$63.93
2022 Q3：拆股，每 1 股变成 20 股；以下是拆股前的股数与价格
2022 Q2增持+2379.1%$2,781.35 → $2,179.26$2,490.22$1,254.05
2022 Q1减持−1359.4%$2,897.04 → $2,781.35$2,843.29$1,177.31
2021 Q4减持−2369.4%$2,673.52 → $2,897.04$2,779.45$1,183.65
2021 Q3减持−2389.5%$2,441.79 → $2,673.52$2,585.81$1,185.95
2021 Q2减持−2418.5%$2,062.52 → $2,441.79$2,287.47$1,151.92
2021 Q1减持−1427.9%$1,752.64 → $2,062.52$1,910.25$1,178.84
2020 Q4减持−<1436.9%$1,465.60 → $1,752.64$1,610.74$1,182.71
2020 Q3增持+1446.2%$1,418.05 → $1,465.60$1,441.61$1,178.89
2020 Q2增持+3426.1%$1,161.95 → $1,418.05$1,288.21$1,176.83
2020 Q1增持+8404.6%$1,339.39 → $1,161.95$1,249.91$1,164.14
2019 Q4增持+6313.2%$1,221.14 → $1,339.39$1,278.01$1,145.06
2019 Q3增持+6262.4%$1,082.80 → $1,221.14$1,149.95$1,114.80
2019 Q2增持+10201.6%$1,176.89 → $1,082.80$1,127.11$1,103.53
2019 Q1增持+<190.9%$1,044.96 → $1,176.89$1,104.46$1,077.44
2018 Q4增持+390.8%$1,207.08 → $1,044.96$1,114.54$1,083.49
2018 Q3增持+<160.5%$1,129.19 → $1,207.08$1,154.56$1,061.09
2018 Q2增持+560.5%$1,037.14 → $1,129.19$1,073.72$1,060.69
2018 Q1减持−<1<1<0.1%$1,053.40 → $1,037.14$1,039.09$709.54
2017 Q4减持−<1<1<0.1%$973.72 → $1,053.40$1,002.75$710.09
2017 Q3增持+<1<1<0.1%$929.68 → $973.72$933.92$713.37
2017 Q2增持+<1<1<0.1%$847.80 → $929.68$869.14$706.32
2017 Q1增持+<1<1<0.1%$792.45 → $847.80$800.69$693.44
2016 Q4增持+<1<1<0.1%$804.06 → $792.45$774.55$686.12
2016 Q2增持+<1<1<0.1%$762.90 → $703.53$718.52$658.24
2016 Q1增持+<1<1<0.1%$778.01 → $762.90$751.91$658.06
2015 Q4增持+<1<1<0.1%$638.37 → $778.01$683.58$640.93
2015 Q3新建仓+<1<1<0.1%— → $638.37$638.37$638.37
Francis Chou 11.8%·2024 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$1002003004002024 Q22024 Q32024 Q42025 Q12025 Q22025 Q32025 Q42026 Q12026 Q2持股历程$1002003004002024 Q22025 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不变—711.8%$287.56 → $357.37—$169.76
2025 Q4减持−1711.3%$243.10 → $313.00$277.96$167.41
2024 Q2新建仓+8810.9%$150.93 → $182.15$166.68$166.68
Francois Rochon 10.9%·2016 Q3 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$0100200300400疫情暴跌2016 Q42017 Q42018 Q42019 Q42020 Q42021 Q42022 Q42023 Q42024 Q42026 Q2持股历程$0100200300400疫情暴跌2016 Q42019 Q22021 Q42026 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−59110.9%$287.56 → $357.37$320.09$78.15
2026 Q1减持−39710.2%$313.00 → $287.56$300.33$78.49
2025 Q3减持−41008.2%$176.23 → $243.10$210.47$77.90
2025 Q2增持+21046.3%$154.64 → $176.23$166.81$77.94
2024 Q4增持+21027.0%$165.85 → $189.30$178.81$75.97
2024 Q3增持+41006.3%$182.15 → $165.85$175.31$73.93
2024 Q2增持+2967.4%$150.93 → $182.15$167.84$70.16
2024 Q1增持+2945.8%$139.69 → $150.93$146.60$68.31
2023 Q4减持−23926.1%$130.86 → $139.69$136.39$66.54
2023 Q3增持+11158.1%$119.70 → $130.86$126.41$62.66
2023 Q2增持+61147.2%$103.73 → $119.70$112.48$61.89
2023 Q1减持−21086.7%$88.23 → $103.73$96.37$59.75
2022 Q3增持+21107.1%$108.96 → $95.65$102.76$59.20
2022 Q3：拆股，每 1 股变成 20 股；以下是拆股前的股数与价格
2022 Q2增持+<157.7%$2,781.35 → $2,179.26$2,490.22$1,168.80
2022 Q1增持+<158.0%$2,897.04 → $2,781.35$2,843.29$1,101.30
2021 Q4增持+<157.7%$2,673.52 → $2,897.04$2,779.45$1,059.51
2021 Q3增持+<157.8%$2,441.79 → $2,673.52$2,585.81$1,041.70
2021 Q2增持+<157.2%$2,062.52 → $2,441.79$2,287.47$970.49
2021 Q1增持+<156.4%$1,752.64 → $2,062.52$1,910.25$939.92
2020 Q4增持+<156.1%$1,465.60 → $1,752.64$1,610.74$935.28
2020 Q3减持−<145.9%$1,418.05 → $1,465.60$1,441.61$907.56
2020 Q2增持+<156.4%$1,161.95 → $1,418.05$1,288.21$913.61
2020 Q1减持−<146.0%$1,339.39 → $1,161.95$1,249.91$866.69
2019 Q4增持+<145.2%$1,221.14 → $1,339.39$1,278.01$866.52
2019 Q3增持+<145.0%$1,082.80 → $1,221.14$1,149.95$851.81
2019 Q2增持+<144.5%$1,176.89 → $1,082.80$1,127.11$847.86
2019 Q1增持+<145.4%$1,044.96 → $1,176.89$1,104.46$843.28
2018 Q4增持+<145.4%$1,207.08 → $1,044.96$1,114.54$845.33
2018 Q3增持+<145.4%$1,129.19 → $1,207.08$1,154.56$845.16
2018 Q2增持+<145.3%$1,037.14 → $1,129.19$1,073.72$817.05
2018 Q1增持+<134.8%$1,053.40 → $1,037.14$1,039.09$801.69
2017 Q4增持+<134.8%$973.72 → $1,053.40$1,002.75$791.86
2017 Q3增持+<134.3%$929.68 → $973.72$933.92$772.02
2017 Q2增持+<134.3%$847.80 → $929.68$869.14$767.20
2017 Q1增持+134.0%$792.45 → $847.80$800.69$765.52
2016 Q4增持+<123.1%$804.06 → $792.45$774.55$756.36
Josh Tarasoff 9.8%·2019 Q3 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$01002003004002020 Q32021 Q22022 Q12022 Q42023 Q32024 Q22025 Q12026 Q2持股历程$01002003004002020 Q32022 Q12023 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不变—109.8%$287.56 → $357.37—$92.96
2026 Q1减持−<1108.4%$313.00 → $287.56$300.28$92.96
2025 Q4减持−<1109.2%$243.10 → $313.00$278.05$92.96
2025 Q1减持−<1105.6%$189.30 → $154.64$171.97$92.96
2024 Q4减持−<1116.2%$165.85 → $189.30$177.58$92.96
2024 Q3减持−<1115.6%$182.15 → $165.85$174.00$92.96
2024 Q1减持−3114.8%$139.69 → $150.93$145.31$92.96
2023 Q4减持−9146.0%$130.86 → $139.69$135.28$92.96
2023 Q3增持+32310.8%$119.70 → $130.86$125.28$92.96
2023 Q2减持−9198.5%$103.73 → $119.70$111.72$87.25
2022 Q4减持−52812.0%$95.65 → $88.23$91.94$87.25
2022 Q3增持+73411.7%$108.96 → $95.65$102.31$87.25
2022 Q3：拆股，每 1 股变成 20 股；以下是拆股前的股数与价格
2022 Q2增持+<1111.6%$2,781.35 → $2,179.26$2,480.30$1,667.95
2022 Q1增持+<118.4%$2,897.04 → $2,781.35$2,839.20$1,479.53
2021 Q4增持+<118.8%$2,673.52 → $2,897.04$2,785.28$1,269.21
2021 Q2减持−<116.6%$2,062.52 → $2,441.79$2,252.15$1,193.10
2021 Q1减持−<118.7%$1,752.64 → $2,062.52$1,907.58$1,193.10
2020 Q4减持−<118.7%$1,465.60 → $1,752.64$1,609.12$1,193.10
2020 Q3增持+<129.7%$1,418.05 → $1,465.60$1,441.82$1,193.10
David Rolfe 9.4%·2015 Q3 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$0100200300400疫情暴跌2015 Q32016 Q42018 Q12019 Q22020 Q32021 Q42023 Q12024 Q22026 Q2持股历程$0100200300400疫情暴跌2015 Q32018 Q22021 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−3139.4%$287.56 → $357.37$322.46$50.22
2026 Q1减持−1169.2%$313.00 → $287.56$300.28$50.22
2025 Q4减持−4169.6%$243.10 → $313.00$278.05$50.22
2025 Q3增持+1219.2%$176.23 → $243.10$209.67$50.22
2025 Q2减持−5207.6%$154.64 → $176.23$165.44$45.52
2024 Q4减持−1259.2%$165.85 → $189.30$177.58$45.52
2024 Q3减持−<1268.4%$182.15 → $165.85$174.00$45.52
2024 Q2减持−1268.6%$150.93 → $182.15$166.54$45.52
2024 Q1减持−1279.2%$139.69 → $150.93$145.31$45.52
2023 Q4减持−1278.3%$130.86 → $139.69$135.28$45.54
2023 Q3减持−13288.8%$119.70 → $130.86$125.28$45.54
2023 Q2减持−3418.0%$103.73 → $119.70$111.72$46.04
2023 Q1增持+4447.7%$88.23 → $103.73$95.98$46.17
2022 Q4减持−<1406.5%$95.65 → $88.23$91.94$41.22
2022 Q3减持−1407.2%$108.96 → $95.65$102.31$41.20
2022 Q3：拆股，每 1 股变成 20 股；以下是拆股前的股数与价格
2022 Q1减持−<128.1%$2,897.04 → $2,781.35$2,839.20$819.04
2021 Q4减持−<129.0%$2,673.52 → $2,897.04$2,785.28$796.00
2021 Q3减持−<128.9%$2,441.79 → $2,673.52$2,557.65$796.27
2021 Q2减持−<139.4%$2,062.52 → $2,441.79$2,252.15$792.41
2021 Q1减持−<138.9%$1,752.64 → $2,062.52$1,907.58$795.07
2020 Q4减持−<137.8%$1,465.60 → $1,752.64$1,609.12$795.20
2020 Q3减持−<137.4%$1,418.05 → $1,465.60$1,441.82$794.57
2020 Q2减持−<138.1%$1,161.95 → $1,418.05$1,290.00$795.03
2020 Q1减持−248.0%$1,339.39 → $1,161.95$1,250.67$794.32
2019 Q4减持−167.9%$1,221.14 → $1,339.39$1,280.27$794.09
2019 Q3增持+277.8%$1,082.80 → $1,221.14$1,151.97$794.06
2019 Q2减持−165.2%$1,176.89 → $1,082.80$1,129.85$693.20
2019 Q1减持−275.7%$1,044.96 → $1,176.89$1,110.92$667.61
2018 Q4减持−185.8%$1,207.08 → $1,044.96$1,126.02$668.30
2018 Q3减持−195.5%$1,129.19 → $1,207.08$1,168.13$668.66
2018 Q2减持−1105.8%$1,037.14 → $1,129.19$1,083.16$668.89
2018 Q1减持−5115.4%$1,053.40 → $1,037.14$1,045.27$668.85
2017 Q4减持−5166.9%$973.72 → $1,053.40$1,013.56$666.57
2017 Q3减持−3217.0%$929.68 → $973.72$951.70$667.13
2017 Q2减持−9246.7%$847.80 → $929.68$888.74$667.21
2017 Q1增持+3327.1%$792.45 → $847.80$820.12$668.01
2016 Q4减持−5295.6%$804.06 → $792.45$798.25$647.06
2016 Q3增持+2345.7%$703.53 → $804.06$753.79$647.17
2016 Q2减持−3324.5%$762.90 → $703.53$733.21$635.39
2016 Q1减持−3344.8%$778.01 → $762.90$770.45$636.03
2015 Q4减持−14385.0%$638.37 → $778.01$708.19$635.76
2015 Q3新建仓+51514.7%— → $638.37$638.37$638.37
William von Mueffling 9.2%·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$0100200300400疫情暴跌2015 Q42017 Q12018 Q22019 Q32020 Q42022 Q12023 Q22024 Q32026 Q2持股历程$0100200300400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资金转移−354179.2%$287.56 → $357.37$322.46$57.42
2026 Q1减持−503727.1%$313.00 → $287.56$300.28$57.42
2025 Q4增持+34227.1%$243.10 → $313.00$278.05$57.42
2025 Q3减持−54185.6%$176.23 → $243.10$209.67$55.75
2025 Q2减持−124234.3%$154.64 → $176.23$165.44$55.75
2025 Q1减持−134354.4%$189.30 → $154.64$171.97$55.75
2024 Q4增持+24495.1%$165.85 → $189.30$177.58$55.75
2024 Q3减持−134464.5%$182.15 → $165.85$174.00$55.10
2024 Q2减持−234605.6%$150.93 → $182.15$166.54$55.10
2024 Q1增持+574834.6%$139.69 → $150.93$145.31$55.10
2023 Q4减持−104274.0%$130.86 → $139.69$135.28$43.15
2023 Q2增持+264383.7%$103.73 → $119.70$111.72$43.15
2023 Q1减持−4014123.5%$88.23 → $103.73$95.98$38.77
2022 Q4减持−168146.1%$95.65 → $88.23$91.94$38.34
2022 Q3减持−88307.2%$108.96 → $95.65$102.31$38.34
2022 Q3：拆股，每 1 股变成 20 股；以下是拆股前的股数与价格
2022 Q1增持+1428.4%$2,897.04 → $2,781.35$2,839.20$767.07
2021 Q4减持−4417.8%$2,673.52 → $2,897.04$2,785.28$709.76
2021 Q3减持−1458.1%$2,441.79 → $2,673.52$2,557.65$709.87
2021 Q2减持−1467.5%$2,062.52 → $2,441.79$2,252.15$703.63
2021 Q1减持−4466.9%$1,752.64 → $2,062.52$1,907.58$708.61
2020 Q3减持−1506.2%$1,418.05 → $1,465.60$1,441.82$707.74
2020 Q2增持+<1516.3%$1,161.95 → $1,418.05$1,290.00$709.14
2019 Q4减持−4506.3%$1,221.14 → $1,339.39$1,280.27$703.42
2019 Q3减持−<1546.4%$1,082.80 → $1,221.14$1,151.97$702.62
2019 Q2减持−1556.0%$1,176.89 → $1,082.80$1,129.85$702.61
2018 Q4增持+<1567.1%$1,207.08 → $1,044.96$1,126.02$704.48
2018 Q3减持−4557.5%$1,129.19 → $1,207.08$1,168.13$702.05
2018 Q2减持−2597.2%$1,037.14 → $1,129.19$1,083.16$702.25
2018 Q1减持−1617.2%$1,053.40 → $1,037.14$1,045.27$700.49
2017 Q4减持−4627.8%$973.72 → $1,053.40$1,013.56$700.86
2017 Q3减持−2667.5%$929.68 → $973.72$951.70$703.02
2017 Q2减持−3687.9%$847.80 → $929.68$888.74$704.98
2017 Q1减持−5717.7%$792.45 → $847.80$820.12$704.71
2016 Q4减持−8768.4%$804.06 → $792.45$798.25$705.68
2016 Q2减持−28410.0%$762.90 → $703.53$733.21$702.36
2016 Q1减持−38611.5%$778.01 → $762.90$770.45$704.65
2015 Q4新建仓+898913.1%$638.37 → $778.01$708.19$704.98
汤姆·盖纳 9.0%·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$0100200300400疫情暴跌2015 Q42016 Q42017 Q42018 Q42020 Q12021 Q12022 Q12024 Q42026 Q2持股历程$0100200300400疫情暴跌2015 Q42018 Q12020 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不变—3299.0%$287.56 → $357.37—$50.26
2022 Q4增持+23143.7%$95.65 → $88.23$92.44$46.17
2022 Q3增持+23124.4%$108.96 → $95.65$102.76$45.94
2022 Q3：拆股，每 1 股变成 20 股；以下是拆股前的股数与价格
2022 Q2增持+<1154.8%$2,781.35 → $2,179.26$2,490.22$911.50
2022 Q1增持+<1155.1%$2,897.04 → $2,781.35$2,843.29$899.40
2021 Q4增持+<1155.0%$2,673.52 → $2,897.04$2,779.45$874.83
2020 Q1增持+<1153.3%$1,339.39 → $1,161.95$1,249.91$863.74
2019 Q3增持+<1152.7%$1,082.80 → $1,221.14$1,149.95$853.99
2019 Q2增持+1142.4%$1,176.89 → $1,082.80$1,127.11$845.11
2019 Q1增持+1142.7%$1,044.96 → $1,176.89$1,104.46$835.51
2018 Q4增持+<1132.5%$1,207.08 → $1,044.96$1,114.54$821.25
2018 Q3增持+<1132.5%$1,129.19 → $1,207.08$1,154.56$819.67
2018 Q2增持+1122.5%$1,037.14 → $1,129.19$1,073.72$807.98
2018 Q1增持+1122.3%$1,053.40 → $1,037.14$1,039.09$789.10
2017 Q3增持+1112.1%$929.68 → $973.72$933.92$780.46
2017 Q2增持+1101.9%$847.80 → $929.68$869.14$768.77
2017 Q1增持+181.6%$792.45 → $847.80$800.69$750.08
2016 Q4增持+171.4%$804.06 → $792.45$774.55$740.89
2016 Q3增持+161.2%$703.53 → $804.06$734.69$734.68
2016 Q2增持+150.8%$762.90 → $703.53$718.52$717.11
2016 Q1增持+130.7%$778.01 → $762.90$751.91$716.63
2015 Q4新建仓+330.6%$638.37 → $778.01$683.58$704.09
赛斯·卡拉曼 9.0%·2020 Q1 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$01002003004002020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32025 Q22026 Q2持股历程$01002003004002020 Q12021 Q42023 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增持+191369.0%$287.56 → $357.37$323.75$178.48
2026 Q1增持+91186.6%$313.00 → $287.56$301.06$153.64
2025 Q4减持−771096.5%$243.10 → $313.00$277.96$140.20
2025 Q3减持−781869.5%$176.23 → $243.10$210.08$140.30
2025 Q2增持+5626511.4%$154.64 → $176.23$165.72$139.64
2025 Q1增持+662109.3%$189.30 → $154.64$171.57$132.17
2024 Q4减持−41437.9%$165.85 → $189.30$177.74$114.64
2024 Q3增持+401487.0%$182.15 → $165.85$173.90$114.41
2024 Q2减持−1901085.6%$150.93 → $182.15$166.68$92.48
2023 Q4减持−892989.1%$130.86 → $139.69$135.19$92.31
2023 Q3减持−293869.8%$119.70 → $130.86$125.46$92.43
2023 Q2减持−1754169.0%$103.73 → $119.70$111.30$92.15
2023 Q1增持+18658710.5%$88.23 → $103.73$96.11$92.88
2022 Q4增持+2634025.8%$95.65 → $88.23$91.92$91.10
2022 Q3减持−2011382.3%$108.96 → $95.65$102.23$89.59
2022 Q3：拆股，每 1 股变成 20 股；以下是拆股前的股数与价格
2022 Q2减持−8175.5%$2,781.35 → $2,179.26$2,480.90$1,794.39
2022 Q1增持+2247.3%$2,897.04 → $2,781.35$2,831.44$1,793.63
2021 Q4减持−6236.5%$2,673.52 → $2,897.04$2,782.76$1,731.69
2021 Q1增持+21294.8%$1,752.64 → $2,062.52$1,904.61$1,724.52
2020 Q4减持−781.3%$1,465.60 → $1,752.64$1,611.44$1,250.46
2020 Q3减持−6162.5%$1,418.05 → $1,465.60$1,437.68$1,246.51
2020 Q2减持−9213.8%$1,161.95 → $1,418.05$1,292.25$1,253.84
2020 Q1新建仓+30305.2%$1,339.39 → $1,161.95$1,248.99$1,248.99
David Abrams 8.9%·2018 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$0100200300400疫情暴跌2018 Q22019 Q22020 Q22021 Q22022 Q22023 Q22024 Q22025 Q22026 Q2持股历程$0100200300400疫情暴跌2018 Q22020 Q32022 Q42026 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−501378.9%$287.56 → $357.37$322.46$58.88
2026 Q1减持−518711.6%$313.00 → $287.56$300.28$58.88
2025 Q4减持−2119210.6%$243.10 → $313.00$278.05$58.88
2024 Q4增持+62126.5%$165.85 → $189.30$177.58$58.88
2024 Q1减持−262079.7%$139.69 → $150.93$145.31$55.61
2023 Q2减持−22328.0%$103.73 → $119.70$111.72$55.61
2022 Q4减持−572347.4%$95.65 → $88.23$91.94$55.61
2022 Q3减持−22918.0%$108.96 → $95.65$102.31$55.61
2022 Q3：拆股，每 1 股变成 20 股；以下是拆股前的股数与价格
2020 Q1增持+3156.7%$1,339.39 → $1,161.95$1,250.67$1,112.24
2019 Q4减持−<1125.0%$1,221.14 → $1,339.39$1,280.27$1,083.16
2018 Q2新建仓+12123.9%$1,037.14 → $1,129.19$1,083.16$1,083.16
克里斯·霍恩 8.3%·2017 Q3 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$0100200300400疫情暴跌2017 Q32018 Q32019 Q32020 Q32021 Q32022 Q32023 Q32024 Q32026 Q2持股历程$0100200300400疫情暴跌2017 Q32019 Q42022 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+1071,2288.3%$287.56 → $357.37$320.09$155.87
2026 Q1增持+3711,1297.2%$313.00 → $287.56$300.33$138.84
2025 Q3减持−8537613.5%$176.23 → $243.10$210.47$59.40
2025 Q2减持−1831,6215.6%$154.64 → $176.23$166.81$79.15
2025 Q1减持−4621,8086.4%$189.30 → $154.64$173.33$82.20
2024 Q4减持−422,26310.1%$165.85 → $189.30$178.81$86.54
2024 Q2增持+4822,30710.3%$150.93 → $182.15$167.84$85.98
2024 Q1增持+1051,8297.0%$139.69 → $150.93$146.60$64.62
2023 Q4增持+161,7236.7%$130.86 → $139.69$136.39$59.68
2023 Q3减持−1591,7068.1%$119.70 → $130.86$125.46$59.06
2023 Q2减持−5081,8706.6%$103.73 → $119.70$111.30$58.88
2023 Q1减持−4,7052,3598.4%$88.23 → $103.73$96.37$59.35
2022 Q4增持+2127,08120.9%$95.65 → $88.23$92.44$62.43
2022 Q3增持+3536,86723.0%$108.96 → $95.65$102.76$61.54
2022 Q3：拆股，每 1 股变成 20 股；以下是拆股前的股数与价格
2022 Q2增持+3032522.4%$2,781.35 → $2,179.26$2,490.22$1,188.04
2022 Q1减持−6329522.3%$2,897.04 → $2,781.35$2,843.29$1,055.97
2020 Q3减持−335818.8%$1,418.05 → $1,465.60$1,441.61$1,056.07
2020 Q2减持−1135920.2%$1,161.95 → $1,418.05$1,288.21$1,061.13
2020 Q1减持−237220.5%$1,339.39 → $1,161.95$1,249.91$1,057.46
2019 Q4减持−4337322.1%$1,221.14 → $1,339.39$1,278.01$1,059.63
2019 Q3增持+1441626.3%$1,082.80 → $1,221.14$1,149.95$1,058.81
2019 Q2增持+14440223.5%$1,176.89 → $1,082.80$1,127.11$1,055.58
2019 Q1减持−6325819.8%$1,044.96 → $1,176.89$1,104.46$1,015.85
2018 Q4增持+1831916.7%$1,207.08 → $1,044.96$1,114.54$1,021.77
2018 Q3减持−1130119.0%$1,129.19 → $1,207.08$1,154.56$1,017.86
2018 Q2增持+4131216.6%$1,037.14 → $1,129.19$1,073.72$1,018.54
2018 Q1增持+4327315.7%$1,053.40 → $1,037.14$1,039.09$1,002.31
2017 Q4增持+18122915.0%$973.72 → $1,053.40$1,002.75$995.51
2017 Q3新建仓+48483.2%$929.68 → $973.72$948.15$948.15
丹·勒布 7.9%·2026 Q1 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$2803003203403602026 Q12026 Q2持股历程$2803003203403602026 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+851027.9%$287.56 → $357.37$322.46$318.68
2026 Q1新建仓+18182.4%$313.00 → $287.56$300.28$300.28
Jensen 6.9%·2021 Q3 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$01002003004002021 Q32022 Q12022 Q32023 Q12023 Q32024 Q12024 Q32025 Q12025 Q32026 Q2持股历程$01002003004002021 Q32022 Q42024 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−65806.9%$287.56 → $357.37$322.46$125.85
2026 Q1减持−81458.2%$313.00 → $287.56$300.28$125.85
2025 Q4减持−261537.5%$243.10 → $313.00$278.05$125.85
2025 Q3减持−581795.4%$176.23 → $243.10$209.67$125.85
2025 Q2减持−402384.9%$154.64 → $176.23$165.44$125.85
2025 Q1减持−462774.7%$189.30 → $154.64$171.97$125.85
2024 Q4减持−513235.5%$165.85 → $189.30$177.58$125.85
2024 Q3减持−973755.2%$182.15 → $165.85$174.00$125.85
2024 Q2减持−1094717.0%$150.93 → $182.15$166.54$125.85
2024 Q1减持−505806.7%$139.69 → $150.93$145.31$125.85
2023 Q4减持−146296.7%$130.86 → $139.69$135.28$125.85
2023 Q3增持+176436.7%$119.70 → $130.86$125.28$125.85
2023 Q2增持+66275.5%$103.73 → $119.70$111.72$125.87
2023 Q1减持−866204.9%$88.23 → $103.73$95.98$126.01
2022 Q4增持+367064.9%$95.65 → $88.23$91.94$126.01
2022 Q3：拆股，每 1 股变成 20 股；以下是拆股前的股数与价格
2022 Q2增持+1346.0%$2,781.35 → $2,179.26$2,480.30$2,557.25
2022 Q1增持+<1336.7%$2,897.04 → $2,781.35$2,839.20$2,559.63
2021 Q4减持−<1326.6%$2,673.52 → $2,897.04$2,785.28$2,557.65
2021 Q3新建仓+33336.9%$2,441.79 → $2,673.52$2,557.65$2,557.65
Thomas Kahn 6.8%·2025 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$1502002503003504002025 Q22025 Q32025 Q42026 Q12026 Q2持股历程$1502002503003504002025 Q22025 Q42026 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−<1126.8%$287.56 → $357.37$323.75$201.38
2026 Q1减持−1126.2%$313.00 → $287.56$301.06$199.59
2025 Q4增持+<1147.5%$243.10 → $313.00$277.96$198.59
2025 Q3增持+10136.2%$176.23 → $243.10$210.08$198.32
2025 Q2新建仓+441.3%$154.64 → $176.23$165.72$165.72
Wally Weitz 6.6%·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$0100200300400疫情暴跌2015 Q42017 Q12018 Q22019 Q32020 Q42022 Q12023 Q22024 Q32026 Q2持股历程$0100200300400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−6276.6%$287.56 → $357.37$323.75$36.35
2026 Q1减持−2336.5%$313.00 → $287.56$301.06$36.02
2025 Q4减持−9356.5%$243.10 → $313.00$277.96$35.84
2025 Q3减持−1445.8%$176.23 → $243.10$210.08$35.87
2025 Q1减持−7453.7%$189.30 → $154.64$171.57$35.57
2024 Q4减持−5525.1%$165.85 → $189.30$177.74$35.72
2024 Q3减持−5574.7%$182.15 → $165.85$173.90$35.65
2024 Q2减持−14626.0%$150.93 → $182.15$166.68$35.69
2024 Q1减持−10765.9%$139.69 → $150.93$145.31$35.62
2023 Q4减持−12876.4%$130.86 → $139.69$135.19$35.62
2023 Q3减持−5997.2%$119.70 → $130.86$125.46$35.67
2023 Q2减持−111046.7%$103.73 → $119.70$111.30$35.56
2022 Q3减持−21156.5%$108.96 → $95.65$102.23$35.75
2022 Q3：拆股，每 1 股变成 20 股；以下是拆股前的股数与价格
2022 Q2减持−<166.7%$2,781.35 → $2,179.26$2,480.90$716.02
2021 Q4减持−<166.9%$2,673.52 → $2,897.04$2,782.76$719.57
2021 Q2减持−<166.4%$2,062.52 → $2,441.79$2,228.58$700.21
2021 Q1减持−<165.7%$1,752.64 → $2,062.52$1,904.61$716.59
2020 Q3减持−264.5%$1,418.05 → $1,465.60$1,437.68$716.75
2020 Q2减持−<196.0%$1,161.95 → $1,418.05$1,292.25$720.97
2020 Q1减持−<195.6%$1,339.39 → $1,161.95$1,248.99$718.18
2019 Q4减持−<195.0%$1,221.14 → $1,339.39$1,280.28$719.98
2019 Q3减持−<1104.9%$1,082.80 → $1,221.14$1,151.97$719.97
2019 Q2增持+<1104.5%$1,176.89 → $1,082.80$1,129.08$719.97
2018 Q4增持+<1104.8%$1,207.08 → $1,044.96$1,114.54$708.68
2017 Q4减持−<194.3%$973.72 → $1,053.40$1,002.75$689.09
2017 Q2减持−<193.9%$847.80 → $929.68$869.14$700.27
2017 Q1减持−193.4%$792.45 → $847.80$800.69$699.54
2016 Q4减持−<1103.2%$804.06 → $792.45$774.55$702.77
2016 Q3减持−<1103.2%$703.53 → $804.06$734.69$708.04
2016 Q2增持+<1112.8%$762.90 → $703.53$718.52$695.80
2016 Q1减持−<1102.8%$778.01 → $762.90$751.91$700.07
2015 Q4新建仓+10102.8%$638.37 → $778.01$683.58$700.83
Samantha McLemore 6.2%·2021 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$1002003004002023 Q32023 Q42024 Q12024 Q22024 Q32024 Q42025 Q12025 Q32026 Q12026 Q2持股历程$1002003004002023 Q32024 Q22025 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−1536.2%$287.56 → $357.37$322.46$117.09
2026 Q1减持−5535.7%$313.00 → $287.56$300.28$117.09
2025 Q1增持+1614.8%$189.30 → $154.64$171.97$116.51
2024 Q3减持−1604.9%$182.15 → $165.85$174.00$115.56
2023 Q4减持−3604.5%$130.86 → $139.69$135.28$115.56
2023 Q3增持+1634.9%$119.70 → $130.86$125.28$115.56
C.T. Fitzpatrick 5.8%·2017 Q3 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$0100200300400疫情暴跌2017 Q32018 Q32019 Q32020 Q32021 Q32022 Q32023 Q32024 Q32026 Q2持股历程$0100200300400疫情暴跌2017 Q32019 Q42022 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−14535.8%$287.56 → $357.37$323.75$60.69
2026 Q1减持−25675.1%$313.00 → $287.56$301.06$60.15
2025 Q4减持−17935.4%$243.10 → $313.00$277.96$59.85
2025 Q3减持−651104.9%$176.23 → $243.10$210.08$59.89
2025 Q2减持−111765.6%$154.64 → $176.23$165.72$59.61
2025 Q1减持−81885.5%$189.30 → $154.64$171.57$59.39
2024 Q4增持+51956.2%$165.85 → $189.30$177.74$59.64
2024 Q3减持−101905.3%$182.15 → $165.85$173.90$56.31
2024 Q2减持−571995.5%$150.93 → $182.15$166.68$56.38
2024 Q1减持−132575.6%$139.69 → $150.93$145.31$56.27
2023 Q4减持−492705.5%$130.86 → $139.69$135.19$56.27
2023 Q3减持−653186.3%$119.70 → $130.86$125.46$56.34
2023 Q2减持−413855.8%$103.73 → $119.70$111.30$56.17
2023 Q1增持+274235.6%$88.23 → $103.73$96.11$56.62
2022 Q4减持−413974.7%$95.65 → $88.23$91.92$53.77
2022 Q3增持+44384.9%$108.96 → $95.65$102.23$53.79
2022 Q3：拆股，每 1 股变成 20 股；以下是拆股前的股数与价格
2022 Q2减持−3224.6%$2,781.35 → $2,179.26$2,480.90$1,067.54
2022 Q1减持−2254.3%$2,897.04 → $2,781.35$2,831.44$1,067.09
2021 Q4减持−2274.0%$2,673.52 → $2,897.04$2,782.76$1,072.83
2021 Q3减持−2294.2%$2,441.79 → $2,673.52$2,593.78$1,074.86
2021 Q2减持−2324.2%$2,062.52 → $2,441.79$2,228.58$1,043.97
2021 Q1减持−8334.1%$1,752.64 → $2,062.52$1,904.61$1,068.39
2020 Q4减持−2414.6%$1,465.60 → $1,752.64$1,611.44$1,072.02
2020 Q3减持−23434.9%$1,418.05 → $1,465.60$1,437.68$1,068.64
2020 Q2减持−<1667.3%$1,161.95 → $1,418.05$1,292.25$1,074.92
2020 Q1增持+15668.0%$1,339.39 → $1,161.95$1,248.99$1,070.76
2019 Q4增持+2515.3%$1,221.14 → $1,339.39$1,280.28$1,020.14
2019 Q3增持+4495.1%$1,082.80 → $1,221.14$1,151.97$1,010.76
2019 Q2增持+4454.3%$1,176.89 → $1,082.80$1,129.08$996.65
2019 Q1减持−5404.1%$1,044.96 → $1,176.89$1,107.83$983.84
2018 Q4增持+12454.3%$1,207.08 → $1,044.96$1,124.60$989.70
2018 Q3减持−14332.9%$1,129.19 → $1,207.08$1,167.72$944.57
2018 Q2减持−1474.1%$1,037.14 → $1,129.19$1,086.75$945.25
2018 Q1减持−2484.1%$1,053.40 → $1,037.14$1,044.48$938.76
2017 Q4减持−1514.4%$973.72 → $1,053.40$1,009.46$940.17
2017 Q3新建仓+51514.3%$929.68 → $973.72$948.15$948.15
克里斯·戴维斯 5.4%·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$0100200300400疫情暴跌2016 Q22017 Q32018 Q42020 Q12021 Q22022 Q32023 Q42025 Q12026 Q2持股历程$0100200300400疫情暴跌2016 Q22019 Q12021 Q42026 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−273505.4%$287.56 → $357.37$322.46$63.40
2026 Q1减持−63775.0%$313.00 → $287.56$300.28$63.21
2025 Q4增持+413835.4%$243.10 → $313.00$278.05$63.12
2025 Q3减持−93424.3%$176.23 → $243.10$209.67$37.15
2025 Q2减持−183513.3%$154.64 → $176.23$165.44$37.12
2025 Q1增持+23693.3%$189.30 → $154.64$171.97$36.97
2024 Q4减持−73674.0%$165.85 → $189.30$177.58$36.12
2024 Q1减持−473763.2%$139.69 → $150.93$145.31$35.95
2023 Q4减持−64233.3%$130.86 → $139.69$135.28$35.96
2023 Q3减持−54293.5%$119.70 → $130.86$125.28$35.97
2023 Q2减持−4584343.2%$103.73 → $119.70$111.72$35.95
2023 Q1增持+98886.1%$88.23 → $103.73$96.37$35.64
2022 Q4减持−278815.3%$95.65 → $88.23$92.44$34.99
2022 Q3减持−919086.2%$108.96 → $95.65$102.76$35.00
2022 Q3：拆股，每 1 股变成 20 股；以下是拆股前的股数与价格
2022 Q2减持−3507.0%$2,781.35 → $2,179.26$2,490.22$700.36
2022 Q1减持−2527.4%$2,897.04 → $2,781.35$2,843.29$700.21
2021 Q4减持−1557.3%$2,673.52 → $2,897.04$2,779.45$702.12
2021 Q3减持−17556.8%$2,441.79 → $2,673.52$2,585.81$702.75
2021 Q2减持−13737.4%$2,062.52 → $2,441.79$2,287.47$687.13
2021 Q1减持−13857.6%$1,752.64 → $2,062.52$1,910.25$693.04
2020 Q4减持−8978.2%$1,465.60 → $1,752.64$1,610.74$694.23
2020 Q3减持−151058.5%$1,418.05 → $1,465.60$1,441.61$692.49
2020 Q2减持−21199.8%$1,161.95 → $1,418.05$1,288.21$696.38
2020 Q1减持−101229.6%$1,339.39 → $1,161.95$1,249.91$694.65
2019 Q4减持−51318.4%$1,221.14 → $1,339.39$1,278.01$695.59
2019 Q3减持−61378.4%$1,082.80 → $1,221.14$1,149.95$695.59
2019 Q2减持−31437.6%$1,176.89 → $1,082.80$1,127.11$695.55
2019 Q1减持−61468.4%$1,044.96 → $1,176.89$1,104.46$696.15
2018 Q4减持−41518.8%$1,207.08 → $1,044.96$1,114.54$698.94
2018 Q3减持−221558.0%$1,129.19 → $1,207.08$1,154.56$700.15
2018 Q2减持−31778.5%$1,037.14 → $1,129.19$1,073.72$700.86
2018 Q1减持−51818.1%$1,053.40 → $1,037.14$1,039.09$697.85
2017 Q3减持−81857.6%$929.68 → $973.72$933.92$699.49
2017 Q2减持−101917.8%$847.80 → $929.68$869.14$702.81
2017 Q1减持−72017.4%$792.45 → $847.80$800.69$702.37
2016 Q4减持−92087.2%$804.06 → $792.45$774.55$704.37
2016 Q3减持−82167.6%$703.53 → $804.06$734.69$707.56
2016 Q2减持−22267.0%$762.90 → $703.53$718.52$700.25
Yacktman 4.9%·2019 Q1 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$0100200300400疫情暴跌2019 Q12019 Q42020 Q32021 Q22022 Q12022 Q42023 Q32024 Q22025 Q12026 Q2持股历程$0100200300400疫情暴跌2019 Q12021 Q12023 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不变—1124.9%$287.56 → $357.37—$58.04
2025 Q4减持−41135.0%$243.10 → $313.00$277.96$57.24
2025 Q3减持−111173.9%$176.23 → $243.10$210.08$57.28
2025 Q2减持−121293.1%$154.64 → $176.23$165.72$57.01
2025 Q1减持−291422.9%$189.30 → $154.64$171.57$56.80
2024 Q4减持−441713.8%$165.85 → $189.30$177.74$57.04
2024 Q3减持−1412153.7%$182.15 → $165.85$173.90$56.92
2024 Q2减持−123566.1%$150.93 → $182.15$166.68$56.99
2024 Q1减持−163695.0%$139.69 → $150.93$145.31$56.88
2023 Q4减持−313845.0%$130.86 → $139.69$135.19$56.88
2022 Q3：拆股，每 1 股变成 20 股；以下是拆股前的股数与价格
2022 Q1减持−1215.2%$2,897.04 → $2,781.35$2,831.44$1,142.89
2021 Q4减持−2215.5%$2,673.52 → $2,897.04$2,782.76$1,149.04
2021 Q3减持−<1235.9%$2,441.79 → $2,673.52$2,593.78$1,151.21
2021 Q2减持−<1245.7%$2,062.52 → $2,441.79$2,228.58$1,118.12
2021 Q1增持+<1245.1%$1,752.64 → $2,062.52$1,904.61$1,144.28
2020 Q4减持−<1235.0%$1,465.60 → $1,752.64$1,611.44$1,139.36
2020 Q2减持−<1235.3%$1,161.95 → $1,418.05$1,292.25$1,142.44
2020 Q1增持+6244.6%$1,339.39 → $1,161.95$1,248.99$1,138.03
2019 Q1新建仓+18182.6%$1,044.96 → $1,176.89$1,107.83$1,107.83
泰瑞·史密斯 4.6%·2021 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$01002003004002021 Q42022 Q22022 Q42023 Q22023 Q42024 Q22024 Q42025 Q22025 Q42026 Q2持股历程$01002003004002021 Q42023 Q12024 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−1762334.6%$287.56 → $357.37$322.46$109.94
2026 Q1减持−674096.8%$313.00 → $287.56$300.28$109.94
2025 Q4减持−3484766.6%$243.10 → $313.00$278.05$109.94
2025 Q3减持−578247.6%$176.23 → $243.10$209.67$109.94
2023 Q4减持−678914.0%$130.86 → $139.69$135.28$109.94
2022 Q3增持+7639593.4%$108.96 → $95.65$102.31$109.94
2022 Q3：拆股，每 1 股变成 20 股；以下是拆股前的股数与价格
2022 Q2减持−3810<0.1%$2,781.35 → $2,179.26$2,480.30$2,791.98
2022 Q1增持+6483.7%$2,897.04 → $2,781.35$2,839.20$2,791.98
2021 Q4新建仓+42422.9%$2,673.52 → $2,897.04$2,785.28$2,785.28
Tweedy, Browne 3.8%·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$0100200300400疫情暴跌2015 Q42017 Q12018 Q22019 Q32020 Q42022 Q12023 Q22024 Q32026 Q2持股历程$0100200300400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−6143.8%$287.56 → $357.37$322.46$36.48
2026 Q1减持−<1204.5%$313.00 → $287.56$300.28$36.48
2025 Q4减持−4205.0%$243.10 → $313.00$278.05$36.48
2025 Q3减持−9245.1%$176.23 → $243.10$209.67$36.42
2025 Q2减持−35335.5%$154.64 → $176.23$165.44$36.38
2025 Q1减持−6699.4%$189.30 → $154.64$171.97$36.43
2024 Q4减持−100759.6%$165.85 → $189.30$177.58$36.43
2024 Q3减持−3417613.9%$182.15 → $165.85$174.00$36.40
2024 Q2减持−3320917.5%$150.93 → $182.15$166.54$36.30
2024 Q1减持−324217.2%$139.69 → $150.93$145.31$36.03
2023 Q4减持−1524616.8%$130.86 → $139.69$135.28$36.00
2023 Q1减持−8826214.8%$88.23 → $103.73$95.98$35.93
2022 Q4减持−4835016.4%$95.65 → $88.23$91.94$35.42
2022 Q3减持−639816.8%$108.96 → $95.65$102.31$35.49
2022 Q3：拆股，每 1 股变成 20 股；以下是拆股前的股数与价格
2022 Q2减持−12018.0%$2,781.35 → $2,179.26$2,480.30$709.84
2022 Q1减持−<12118.8%$2,897.04 → $2,781.35$2,839.20$710.36
2021 Q4减持−<12119.6%$2,673.52 → $2,897.04$2,785.28$711.37
2021 Q3减持−22219.3%$2,441.79 → $2,673.52$2,557.65$711.50
2021 Q2减持−<12516.8%$2,062.52 → $2,441.79$2,252.15$699.11
2020 Q4减持−<12513.4%$1,465.60 → $1,752.64$1,609.12$707.87
2020 Q2减持−<12514.0%$1,161.95 → $1,418.05$1,290.00$708.69
2020 Q1减持−<12513.6%$1,339.39 → $1,161.95$1,250.67$707.49
2019 Q1增持+12610.0%$1,044.96 → $1,176.89$1,110.92$708.80
2018 Q2减持−<1258.8%$1,037.14 → $1,129.19$1,083.16$702.82
2017 Q4减持−<1267.4%$973.72 → $1,053.40$1,013.56$700.98
2016 Q4增持+1266.4%$804.06 → $792.45$798.25$707.67
2016 Q3减持−3256.0%$703.53 → $804.06$753.79$707.66
2015 Q4新建仓+28286.3%$638.37 → $778.01$708.19$704.54
段永平 3.6%·2018 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$01002003004002020 Q32021 Q22022 Q12022 Q42023 Q32024 Q22025 Q12026 Q2持股历程$01002003004002020 Q32022 Q12023 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−1721953.6%$287.56 → $357.37$323.75$225.02
2026 Q1增持+1853705.3%$313.00 → $287.56$301.06$223.02
2025 Q4增持+51863.3%$243.10 → $313.00$277.96$144.45
2025 Q3减持−141813.0%$176.23 → $243.10$210.08$141.24
2025 Q2增持+841963.0%$154.64 → $176.23$165.72$140.57
2025 Q1减持−2681121.4%$189.30 → $154.64$171.57$121.23
2024 Q4减持−1313794.9%$165.85 → $189.30$177.74$121.74
2024 Q3增持+45115.1%$182.15 → $165.85$173.90$121.49
2024 Q2减持−105065.5%$150.93 → $182.15$166.68$121.20
2024 Q1减持−255175.5%$139.69 → $150.93$145.31$120.98
2023 Q3减持−205425.3%$119.70 → $130.86$125.46$121.13
2023 Q2减持−515644.6%$103.73 → $119.70$111.30$120.77
2023 Q1增持+116104.8%$88.23 → $103.73$96.11$121.73
2022 Q4增持+966014.9%$95.65 → $88.23$91.92$121.83
2022 Q3增持+625055.1%$108.96 → $95.65$102.23$127.58
2022 Q3：拆股，每 1 股变成 20 股；以下是拆股前的股数与价格
2022 Q2增持+8225.6%$2,781.35 → $2,179.26$2,480.90$2,626.08
2022 Q1增持+12144.1%$2,897.04 → $2,781.35$2,831.44$2,711.34
2021 Q4增持+120.7%$2,673.52 → $2,897.04$2,782.76$2,012.94
2021 Q2减持−2810.3%$2,062.52 → $2,441.79$2,228.58$1,209.67
2020 Q4增持+2287.0%$1,465.60 → $1,752.64$1,611.44$1,242.18
2020 Q3增持+8266.2%$1,418.05 → $1,465.60$1,437.68$1,209.82
Robert Vinall 3.0%·2025 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$1502002503003504002025 Q22025 Q32026 Q12026 Q2持股历程$1502002503003504002025 Q22025 Q32026 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不变—33.0%$287.56 → $357.37—$165.44
2025 Q2新建仓+331.1%$154.64 → $176.23$165.44$165.44
Sarah Ketterer 1.2%·2020 Q3 起

巨人页 →

季末价累计估计成本估计成交价（买／卖）
持股历程$01002003004002020 Q32021 Q22022 Q12022 Q42023 Q32024 Q22025 Q12026 Q2持股历程$01002003004002020 Q32022 Q12023 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−2311.2%$287.56 → $357.37$323.75$122.44
2026 Q1减持−3341.2%$313.00 → $287.56$301.06$121.35
2025 Q4减持−26371.6%$243.10 → $313.00$277.96$120.75
2025 Q3减持−9632.0%$176.23 → $243.10$210.08$120.83
2025 Q2增持+2732.0%$154.64 → $176.23$165.72$120.26
2025 Q1增持+10702.3%$189.30 → $154.64$171.57$118.25
2024 Q4增持+4602.6%$165.85 → $189.30$177.74$109.60
2024 Q3增持+7572.3%$182.15 → $165.85$173.90$105.15
2024 Q2减持−29492.4%$150.93 → $182.15$166.68$95.07
2024 Q1增持+12783.1%$139.69 → $150.93$145.31$94.90
2023 Q4减持−4672.4%$130.86 → $139.69$135.19$86.14
2023 Q3减持−12712.4%$119.70 → $130.86$125.46$86.26
2023 Q2减持−9832.6%$103.73 → $119.70$111.30$86.00
2023 Q1增持+23922.3%$88.23 → $103.73$96.11$86.68
2022 Q4增持+3691.8%$95.65 → $88.23$91.92$83.29
2022 Q3减持−8661.8%$108.96 → $95.65$102.23$82.97
2022 Q3：拆股，每 1 股变成 20 股；以下是拆股前的股数与价格
2022 Q2减持−242.0%$2,781.35 → $2,179.26$2,480.90$1,661.88
2022 Q1增持+<163.7%$2,897.04 → $2,781.35$2,831.44$1,661.17
2021 Q4增持+<153.4%$2,673.52 → $2,897.04$2,782.76$1,634.66
2021 Q3减持−153.0%$2,441.79 → $2,673.52$2,593.78$1,554.29
2021 Q2减持−173.3%$2,062.52 → $2,441.79$2,228.58$1,509.62
2021 Q1增持+272.9%$1,752.64 → $2,062.52$1,904.61$1,544.94
2020 Q4减持−161.8%$1,465.60 → $1,752.64$1,611.44$1,442.23
2020 Q3新建仓+771.9%$1,418.05 → $1,465.60$1,437.68$1,437.68
Mark Massey 0.4%·2019 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$0100200300400疫情暴跌2019 Q42020 Q32021 Q22022 Q12022 Q42023 Q32024 Q22025 Q12026 Q2持股历程$0100200300400疫情暴跌2019 Q42021 Q32023 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−<140.4%$287.56 → $357.37$322.46$80.92
2026 Q1减持−1340.3%$313.00 → $287.56$300.28$80.92
2025 Q4减持−18171.0%$243.10 → $313.00$278.05$80.92
2025 Q3减持−70341.5%$176.23 → $243.10$209.67$80.92
2025 Q2减持−2411053.4%$154.64 → $176.23$165.44$80.92
2025 Q1减持−334510.7%$189.30 → $154.64$171.97$80.92
2024 Q4增持+1534813.3%$165.85 → $189.30$177.58$80.92
2024 Q3减持−6733310.9%$182.15 → $165.85$174.00$76.66
2024 Q2减持−2840015.0%$150.93 → $182.15$166.54$76.66
2024 Q1减持−5742913.9%$139.69 → $150.93$145.31$76.66
2023 Q4减持−4048615.1%$130.86 → $139.69$135.28$76.66
2023 Q3减持−4852617.2%$119.70 → $130.86$125.28$76.66
2023 Q2减持−5557416.5%$103.73 → $119.70$111.72$76.66
2023 Q1减持−1562817.9%$88.23 → $103.73$95.98$76.66
2022 Q4减持−5764317.8%$95.65 → $88.23$91.94$76.66
2022 Q3增持+2470021.9%$108.96 → $95.65$102.31$76.66
2022 Q3：拆股，每 1 股变成 20 股；以下是拆股前的股数与价格
2022 Q2增持+<13422.7%$2,781.35 → $2,179.26$2,480.30$1,514.93
2022 Q1增持+53423.8%$2,897.04 → $2,781.35$2,839.20$1,506.23
2021 Q4增持+<12922.0%$2,673.52 → $2,897.04$2,785.28$1,290.21
2021 Q3减持−32920.6%$2,441.79 → $2,673.52$2,557.65$1,277.13
2020 Q4减持−43223.5%$1,465.60 → $1,752.64$1,609.12$1,277.13
2020 Q2增持+73626.2%$1,161.95 → $1,418.05$1,290.00$1,277.13
2020 Q1增持+62921.5%$1,339.39 → $1,161.95$1,250.67$1,274.07
2019 Q4新建仓+232319.1%$1,221.14 → $1,339.39$1,280.27$1,280.27
Glenn Greenberg 0.2%·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$0100200300400疫情暴跌2017 Q42018 Q42019 Q42020 Q42021 Q42022 Q42023 Q42024 Q42026 Q2持股历程$0100200300400疫情暴跌2017 Q42020 Q12022 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—20.2%$287.56 → $357.37—$80.70
2025 Q4减持−<120.2%$243.10 → $313.00$278.05$80.53
2023 Q4减持−<130.1%$130.86 → $139.69$135.28$80.66
2023 Q2减持−<130.1%$103.73 → $119.70$111.72$78.63
2023 Q1增持+130.1%$88.23 → $103.73$95.98$78.35
2022 Q4增持+120.1%$95.65 → $88.23$91.94$70.05
2022 Q3：拆股，每 1 股变成 20 股；以下是拆股前的股数与价格
2022 Q2减持−<1<1<0.1%$2,781.35 → $2,179.26$2,490.22$1,094.61
2022 Q1减持−<1<10.1%$2,897.04 → $2,781.35$2,843.29$1,089.24
2021 Q2减持−<1<10.1%$2,062.52 → $2,441.79$2,252.15$1,064.93
2021 Q1减持−7<10.1%$1,752.64 → $2,062.52$1,907.58$1,080.60
2020 Q4减持−174.3%$1,465.60 → $1,752.64$1,609.12$1,029.79
2020 Q3减持−985.2%$1,418.05 → $1,465.60$1,441.82$1,029.62
2020 Q2减持−11711.7%$1,161.95 → $1,418.05$1,290.00$1,029.54
2020 Q1减持−61811.9%$1,339.39 → $1,161.95$1,250.67$1,029.47
2019 Q4减持−62316.6%$1,221.14 → $1,339.39$1,280.27$1,029.41
2019 Q3减持−<12919.2%$1,082.80 → $1,221.14$1,151.97$1,029.29
2019 Q2减持−23017.1%$1,176.89 → $1,082.80$1,129.85$1,029.28
2019 Q1增持+13218.7%$1,044.96 → $1,176.89$1,110.92$1,029.27
2018 Q4增持+<13116.3%$1,207.08 → $1,044.96$1,126.02$1,026.85
2018 Q3减持−<13015.6%$1,129.19 → $1,207.08$1,168.13$1,025.56
2018 Q2增持+43114.2%$1,037.14 → $1,129.19$1,083.16$1,025.07
2018 Q1增持+32712.3%$1,053.40 → $1,037.14$1,045.27$1,016.86
2017 Q4新建仓+242410.8%$973.72 → $1,053.40$1,013.56$1,013.56
Christopher Bloomstran 0.1%·2025 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$2602803003203403602025 Q42026 Q12026 Q2持股历程$2602803003203403602025 Q42026 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不变—<10.1%$287.56 → $357.37—$297.97
2026 Q1增持+<1<10.1%$313.00 → $287.56$300.33$295.91
2025 Q4新建仓+<1<1<0.1%$243.10 → $313.00$278.05$278.05

最近 8 季清仓的巨人