JPM · 金融

摩根大通

JPMorgan Chase & Co

2026 Q2：9 位巨人持有，综合权重 0.09%，共识排名第 129；本季 1 位买入、5 位卖出。季末价 $327.33（2026-06-30）。

持有人数

上季 10 位

综合权重

0.09%

共识排名第 129

季末价

$327.33

2026-06-30

巨人的平均成本估

$128.27

季末价比这个平均高 155%（每位巨人的成本各算一次）

9 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
Bill Smead	2.8%	39	1.29	2012 Q3	56	$112.38	+191%	减持
克里斯·戴维斯	0.7%	48	1.56	2005 Q3	84	$54.36	+502%	减持
汤姆·盖纳	0.6%	25	0.83	2015 Q2	45	$82.92	+295%	不变
Francois Rochon	0.5%	5	0.16	2016 Q2	41	$153.56	+113%	减持
Samantha McLemore	0.3%	3	0.10	2021 Q4	19	$139.44起算点	+135%	不变
Thomas Kahn	0.1%	<1	0.01	2025 Q2	5	$280.07	+17%	增持
Tom Russo	0.1%	2	0.08	2017 Q4	35	$117.22	+179%	减持
Glenn Greenberg	<0.1%	1	0.02	2014 Q3	48	$87.74	+273%	不变
Edgar Wachenheim	<0.1%	<1	0.01	2014 Q4	47	$126.71	+158%	减持

成本地图：9 位中有 9 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）

2001 Q2 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。

Bill Smead 2.8%·2012 Q3 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	39	2.8%	$294.16 → $327.33	$310.75	$112.38
2026 Q1	减持	−15	42	2.7%	$322.22 → $294.16	$308.19	$112.38
2025 Q4	减持	−4	56	3.8%	$315.43 → $322.22	$318.82	$112.38
2025 Q3	减持	−5	60	3.7%	$289.91 → $315.43	$302.67	$112.38
2025 Q2	减持	−34	65	3.8%	$245.30 → $289.91	$267.61	$112.38
2025 Q1	减持	−9	99	4.2%	$239.71 → $245.30	$242.50	$112.38
2024 Q4	减持	−33	108	4.0%	$210.86 → $239.71	$225.29	$112.38
2024 Q3	增持	+5	141	4.2%	$202.26 → $210.86	$206.56	$112.38
2024 Q2	减持	−9	136	4.3%	$200.30 → $202.26	$201.28	$109.09
2024 Q1	增持	+6	145	4.5%	$170.10 → $200.30	$185.20	$109.09
2023 Q4	增持	+1	139	4.2%	$145.02 → $170.10	$157.56	$105.82
2023 Q3	减持	−4	138	4.1%	$145.44 → $145.02	$145.23	$105.45
2023 Q2	减持	−2	143	4.1%	$130.31 → $145.44	$137.88	$105.45
2023 Q1	增持	+5	145	3.8%	$134.10 → $130.31	$132.20	$105.45
2022 Q4	增持	+12	140	4.0%	$104.50 → $134.10	$119.30	$104.54
2022 Q3	增持	+2	128	3.5%	$112.61 → $104.50	$108.56	$103.15
2022 Q2	增持	+8	126	3.6%	$136.32 → $112.61	$124.47	$103.06
2022 Q1	增持	+18	118	3.7%	$158.35 → $136.32	$147.34	$101.58
2021 Q4	增持	+18	100	4.1%	$163.69 → $158.35	$161.02	$93.42
2021 Q3	增持	+2	82	4.6%	$155.54 → $163.69	$159.61	$78.73
2021 Q2	增持	+9	80	4.3%	$152.23 → $155.54	$153.88	$76.26
2021 Q1	增持	+6	70	4.7%	$127.07 → $152.23	$139.65	$66.25
2020 Q4	减持	−2	65	4.7%	$96.27 → $127.07	$111.67	$59.60
2020 Q3	减持	−7	67	4.1%	$94.06 → $96.27	$95.17	$59.60
2020 Q2	减持	−6	74	4.4%	$90.03 → $94.06	$92.05	$59.60
2020 Q1	减持	−3	79	5.1%	$139.40 → $90.03	$114.72	$59.60
2019 Q4	增持	+1	82	5.1%	$117.69 → $139.40	$128.55	$59.60
2019 Q3	减持	−2	81	4.6%	$111.80 → $117.69	$114.74	$58.42
2019 Q2	减持	−3	83	4.5%	$101.23 → $111.80	$106.52	$58.42
2019 Q1	减持	−2	86	4.4%	$97.62 → $101.23	$99.42	$58.42
2018 Q4	减持	−4	88	4.5%	$112.84 → $97.62	$105.23	$58.42
2018 Q3	减持	−2	92	4.7%	$104.20 → $112.84	$108.52	$58.42
2018 Q2	减持	−2	95	4.7%	$109.97 → $104.20	$107.09	$58.42
2018 Q1	减持	−20	96	5.1%	$106.94 → $109.97	$108.46	$58.42
2017 Q4	减持	−7	117	5.7%	$95.51 → $106.94	$101.22	$58.42
2017 Q3	减持	−2	124	5.6%	$91.40 → $95.51	$93.46	$58.42
2017 Q2	减持	−3	126	5.6%	$87.84 → $91.40	$89.62	$58.42
2017 Q1	减持	−17	129	5.7%	$86.29 → $87.84	$87.07	$58.42
2016 Q4	减持	−20	146	6.4%	$66.59 → $86.29	$76.44	$58.42
2016 Q3	减持	−10	166	5.2%	$62.14 → $66.59	$64.37	$58.42
2016 Q2	减持	−11	176	5.1%	$59.22 → $62.14	$60.68	$58.42
2016 Q1	减持	−23	187	4.8%	$66.03 → $59.22	$62.63	$58.42
2015 Q4	增持	+56	210	5.1%	$60.97 → $66.03	$63.50	$58.42
2015 Q3	增持	+30	154	5.0%	$67.76 → $60.97	$64.37	$56.57
2015 Q2	增持	+10	124	5.5%	$60.58 → $67.76	$64.17	$54.72
2015 Q1	增持	+40	115	5.1%	$62.58 → $60.58	$61.58	$53.92
2014 Q4	增持	+9	75	4.2%	$60.24 → $62.58	$61.41	$49.84
2014 Q2	增持	+3	66	4.2%	$60.71 → $57.62	$59.16	$48.31
2014 Q1	增持	+8	63	4.6%	$58.48 → $60.71	$59.60	$47.79
2013 Q4	增持	+4	55	4.4%	$51.69 → $58.48	$55.09	$46.10
2013 Q3	增持	+8	51	4.3%	$52.79 → $51.69	$52.24	$45.31
2013 Q2	增持	+14	43	4.6%	$47.46 → $52.79	$50.13	$44.01
2013 Q1	增持	+8	29	4.2%	$43.97 → $47.46	$45.71	$41.01
2012 Q4	增持	+5	21	3.8%	$40.48 → $43.97	$42.22	$39.14
2012 Q3	新建仓	+15	15	3.0%	$35.73 → $40.48	$38.10	$38.10

克里斯·戴维斯 0.7%·2005 Q3 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	−8	48	0.7%	$294.16 → $327.33	$310.75	$54.36
2026 Q1	减持	−2	56	0.8%	$322.22 → $294.16	$308.19	$54.36
2025 Q4	减持	−2	57	0.8%	$315.43 → $322.22	$318.82	$54.36
2025 Q3	减持	−4	60	1.0%	$289.91 → $315.43	$302.67	$54.36
2025 Q2	减持	−<1	64	1.0%	$245.30 → $289.91	$267.61	$54.36
2025 Q1	减持	−2	64	0.9%	$239.71 → $245.30	$242.50	$54.36
2024 Q4	减持	−74	66	0.9%	$210.86 → $239.71	$225.29	$54.36
2024 Q3	减持	−45	140	1.7%	$202.26 → $210.86	$206.56	$54.36
2024 Q2	减持	−138	185	2.2%	$200.30 → $202.26	$201.28	$54.36
2024 Q1	减持	−77	323	3.6%	$170.10 → $200.30	$185.20	$54.36
2023 Q4	减持	−14	399	3.8%	$145.02 → $170.10	$157.56	$54.36
2023 Q3	减持	−7	414	3.8%	$145.44 → $145.02	$145.23	$54.36
2023 Q1	减持	−8	419	3.6%	$134.10 → $130.31	$132.20	$54.36
2022 Q4	减持	−17	427	3.9%	$104.50 → $134.10	$119.30	$54.36
2022 Q3	减持	−6	444	3.3%	$112.61 → $104.50	$108.56	$54.36
2022 Q2	减持	−14	450	3.3%	$136.32 → $112.61	$124.47	$54.36
2022 Q1	减持	−22	465	3.2%	$158.35 → $136.32	$147.34	$54.36
2021 Q4	减持	−11	487	3.6%	$163.69 → $158.35	$161.02	$54.36
2021 Q3	减持	−72	498	3.8%	$155.54 → $163.69	$159.61	$54.36
2021 Q2	减持	−66	571	3.6%	$152.23 → $155.54	$153.88	$54.36
2021 Q1	减持	−50	636	4.2%	$127.07 → $152.23	$139.65	$54.36
2020 Q4	减持	−29	686	4.2%	$96.27 → $127.07	$111.67	$54.36
2020 Q3	减持	−21	715	3.8%	$94.06 → $96.27	$95.17	$54.36
2020 Q2	增持	+12	735	4.0%	$90.03 → $94.06	$92.05	$54.36
2020 Q1	减持	−15	723	4.4%	$139.40 → $90.03	$114.72	$53.73
2019 Q4	减持	−32	739	4.9%	$117.69 → $139.40	$128.55	$53.73
2019 Q3	减持	−22	770	4.6%	$111.80 → $117.69	$114.74	$53.73
2019 Q1	减持	−8	795	4.0%	$97.62 → $101.23	$99.42	$53.73
2018 Q4	减持	−6	803	4.4%	$112.84 → $97.62	$105.23	$53.73
2018 Q3	减持	−382	809	3.9%	$104.20 → $112.84	$108.52	$53.73
2018 Q2	减持	−23	1,191	5.3%	$109.97 → $104.20	$107.09	$53.73
2018 Q1	减持	−45	1,214	5.8%	$106.94 → $109.97	$108.46	$53.73
2017 Q4	减持	−16	1,259	5.7%	$95.51 → $106.94	$101.22	$53.73
2017 Q3	减持	−76	1,275	5.2%	$91.40 → $95.51	$93.46	$53.73
2017 Q2	减持	−177	1,351	5.4%	$87.84 → $91.40	$89.62	$53.73
2017 Q1	减持	−154	1,527	5.8%	$86.29 → $87.84	$87.07	$53.73
2016 Q4	减持	−14	1,681	6.4%	$66.59 → $86.29	$76.44	$53.73
2016 Q3	减持	−82	1,695	4.9%	$62.14 → $66.59	$64.37	$53.73
2016 Q2	增持	+13	1,778	4.9%	$59.22 → $62.14	$60.68	$53.73

汤姆·盖纳 0.6%·2015 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	不变	—	25	0.6%	$294.16 → $327.33	—	$82.92
2020 Q1	增持	+<1	22	0.4%	$139.40 → $90.03	$114.72	$72.35
2019 Q3	增持	+2	21	0.4%	$111.80 → $117.69	$114.74	$70.27
2019 Q2	增持	+<1	19	0.3%	$101.23 → $111.80	$106.52	$65.40
2019 Q1	增持	+<1	19	0.3%	$97.62 → $101.23	$99.42	$64.87
2015 Q3	增持	+10	18	0.3%	$67.76 → $60.97	$64.37	$64.27
2015 Q2	新建仓	+8	8	0.1%	$60.58 → $67.76	$64.17	$64.17

Francois Rochon 0.5%·2016 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	减持	−<1	5	0.5%	$294.16 → $327.33	$310.75	$153.56
2026 Q1	增持	+<1	5	0.6%	$322.22 → $294.16	$308.19	$153.56
2025 Q4	增持	+<1	5	0.6%	$315.43 → $322.22	$318.82	$152.19
2025 Q2	增持	+1	5	0.5%	$245.30 → $289.91	$267.61	$148.46
2025 Q1	增持	+<1	4	0.4%	$239.71 → $245.30	$242.50	$131.14
2024 Q4	增持	+<1	4	0.4%	$210.86 → $239.71	$225.29	$129.57
2024 Q3	增持	+<1	4	0.3%	$202.26 → $210.86	$206.56	$128.38
2024 Q2	增持	+<1	4	0.3%	$200.30 → $202.26	$201.28	$122.36
2024 Q1	增持	+<1	4	0.3%	$170.10 → $200.30	$185.20	$120.30
2023 Q3	增持	+<1	4	0.3%	$145.44 → $145.02	$145.23	$116.01
2023 Q2	增持	+<1	3	0.3%	$130.31 → $145.44	$137.88	$113.86
2023 Q1	增持	+<1	3	0.3%	$134.10 → $130.31	$132.20	$113.08
2022 Q4	增持	+<1	3	0.3%	$104.50 → $134.10	$119.30	$111.99
2022 Q3	减持	−26	3	0.2%	$112.61 → $104.50	$108.56	$111.29
2022 Q2	增持	+1	28	2.1%	$136.32 → $112.61	$124.47	$111.29
2022 Q1	增持	+1	28	2.1%	$158.35 → $136.32	$147.34	$110.93
2021 Q4	减持	−11	27	2.3%	$163.69 → $158.35	$161.02	$109.66
2021 Q3	增持	+2	38	3.7%	$155.54 → $163.69	$159.61	$109.66
2021 Q2	增持	+1	36	3.4%	$152.23 → $155.54	$153.88	$107.15
2021 Q1	增持	+1	35	3.6%	$127.07 → $152.23	$139.65	$105.96
2020 Q4	增持	+1	35	3.4%	$96.27 → $127.07	$111.67	$105.10
2020 Q3	增持	+<1	34	3.0%	$94.06 → $96.27	$95.17	$104.92
2020 Q2	增持	+1	33	3.1%	$90.03 → $94.06	$92.05	$105.05
2020 Q1	减持	−2	32	3.7%	$139.40 → $90.03	$114.72	$105.43
2019 Q4	增持	+<1	34	4.3%	$117.69 → $139.40	$128.55	$105.43
2019 Q3	增持	+<1	34	4.0%	$111.80 → $117.69	$114.74	$105.28
2019 Q2	增持	+2	33	3.8%	$101.23 → $111.80	$106.52	$105.17
2019 Q1	增持	+2	32	3.7%	$97.62 → $101.23	$99.42	$105.10
2018 Q4	增持	+10	30	3.9%	$112.84 → $97.62	$105.23	$105.40
2018 Q3	增持	+19	21	2.6%	$104.20 → $112.84	$108.52	$105.48
2017 Q3	增持	+<1	1	0.2%	$91.40 → $95.51	$93.46	$65.92

Samantha McLemore 0.3%·2021 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	不变	—	3	0.3%	$294.16 → $327.33	—	$139.44
2024 Q3	减持	−13	3	0.3%	$202.26 → $210.86	$206.56	$139.44
2024 Q2	减持	−6	16	1.7%	$200.30 → $202.26	$201.28	$139.44
2024 Q1	减持	−5	22	2.1%	$170.10 → $200.30	$185.20	$139.44
2023 Q4	减持	−4	27	2.4%	$145.02 → $170.10	$157.56	$139.44

Thomas Kahn 0.1%·2025 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	<1	0.1%	$294.16 → $327.33	$310.75	$280.07
2026 Q1	减持	−<1	<1	0.1%	$322.22 → $294.16	$308.19	$279.42
2025 Q4	增持	+<1	<1	0.2%	$315.43 → $322.22	$318.82	$279.42
2025 Q3	减持	−<1	<1	0.2%	$289.91 → $315.43	$302.67	$267.61
2025 Q2	新建仓	+<1	<1	0.2%	$245.30 → $289.91	$267.61	$267.61

Tom Russo 0.1%·2017 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	−12	2	0.1%	$294.16 → $327.33	$310.75	$117.22
2026 Q1	减持	−38	15	0.5%	$322.22 → $294.16	$308.19	$117.22
2025 Q4	减持	−2	53	1.8%	$315.43 → $322.22	$318.82	$117.22
2025 Q3	减持	−3	55	1.8%	$289.91 → $315.43	$302.67	$117.22
2025 Q2	减持	−47	57	1.8%	$245.30 → $289.91	$267.61	$117.22
2025 Q1	减持	−22	104	2.9%	$239.71 → $245.30	$242.50	$117.22
2024 Q4	减持	−18	126	3.4%	$210.86 → $239.71	$225.29	$117.22
2024 Q3	减持	−5	144	3.1%	$202.26 → $210.86	$206.56	$117.22
2024 Q2	减持	−22	149	3.2%	$200.30 → $202.26	$201.28	$117.22
2024 Q1	减持	−31	171	3.5%	$170.10 → $200.30	$185.20	$117.22
2023 Q4	减持	−8	202	3.5%	$145.02 → $170.10	$157.56	$117.22
2023 Q3	减持	−1	210	3.3%	$145.44 → $145.02	$145.23	$117.22
2023 Q2	增持	+29	211	3.0%	$130.31 → $145.44	$137.88	$117.22
2023 Q1	减持	−3	182	2.5%	$134.10 → $130.31	$132.20	$113.88
2022 Q4	减持	−8	184	2.7%	$104.50 → $134.10	$119.30	$113.88
2022 Q3	减持	−3	193	2.4%	$112.61 → $104.50	$108.56	$113.88
2022 Q2	减持	−18	195	2.5%	$136.32 → $112.61	$124.47	$113.88
2022 Q1	减持	−21	213	2.8%	$158.35 → $136.32	$147.34	$113.88
2021 Q4	减持	−17	234	3.3%	$163.69 → $158.35	$161.02	$113.88
2021 Q3	减持	−27	252	3.8%	$155.54 → $163.69	$159.61	$113.88
2021 Q2	减持	−29	279	3.7%	$152.23 → $155.54	$153.88	$113.88
2021 Q1	减持	−51	308	4.3%	$127.07 → $152.23	$139.65	$113.88
2020 Q4	减持	−19	359	4.1%	$96.27 → $127.07	$111.67	$113.88
2020 Q3	增持	+16	378	3.5%	$94.06 → $96.27	$95.17	$113.88
2020 Q2	减持	−21	362	3.5%	$90.03 → $94.06	$92.05	$114.69
2020 Q1	增持	+382	383	3.5%	$139.40 → $90.03	$114.72	$114.69
2019 Q4	增持	+<1	1	<0.1%	$117.69 → $139.40	$128.55	$107.24
2019 Q3	减持	−<1	1	<0.1%	$111.80 → $117.69	$114.74	$107.12
2019 Q2	增持	+<1	1	<0.1%	$101.23 → $111.80	$106.52	$107.12
2019 Q1	增持	+<1	1	<0.1%	$97.62 → $101.23	$99.42	$107.12
2018 Q4	增持	+<1	1	<0.1%	$112.84 → $97.62	$105.23	$107.17
2018 Q3	增持	+1	1	<0.1%	$104.20 → $112.84	$108.52	$107.25
2017 Q4	新建仓	+<1	<1	<0.1%	$95.51 → $106.94	$101.22	$101.22

Glenn Greenberg <0.1%·2014 Q3 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	—	1	<0.1%	$294.16 → $327.33	—	$87.74
2024 Q2	减持	−129	1	<0.1%	$200.30 → $202.26	$201.28	$87.74
2024 Q1	减持	−36	130	5.4%	$170.10 → $200.30	$185.20	$87.74
2023 Q3	减持	−2	166	6.0%	$145.44 → $145.02	$145.23	$87.74
2023 Q2	减持	−1	169	6.5%	$130.31 → $145.44	$137.88	$87.74
2023 Q1	减持	−1	170	6.8%	$134.10 → $130.31	$132.20	$87.74
2022 Q4	减持	−3	171	7.2%	$104.50 → $134.10	$119.30	$87.74
2022 Q2	增持	+14	174	6.7%	$136.32 → $112.61	$124.47	$87.74
2022 Q1	增持	+10	159	6.4%	$158.35 → $136.32	$147.34	$84.42
2021 Q4	减持	−18	149	7.5%	$163.69 → $158.35	$161.02	$80.26
2021 Q3	减持	−18	167	9.6%	$155.54 → $163.69	$159.61	$80.26
2021 Q2	减持	−33	185	9.9%	$152.23 → $155.54	$153.88	$80.26
2021 Q1	减持	−5	218	10.8%	$127.07 → $152.23	$139.65	$80.26
2020 Q4	减持	−2	223	10.4%	$96.27 → $127.07	$111.67	$80.26
2020 Q3	增持	+25	225	9.6%	$94.06 → $96.27	$95.17	$80.26
2020 Q2	增持	+8	199	9.3%	$90.03 → $94.06	$92.05	$78.36
2020 Q1	增持	+7	191	9.9%	$139.40 → $90.03	$114.72	$77.77
2019 Q4	减持	−19	184	13.6%	$117.69 → $139.40	$128.55	$76.38
2019 Q3	减持	−1	203	12.7%	$111.80 → $117.69	$114.74	$76.38
2019 Q2	减持	−3	204	12.1%	$101.23 → $111.80	$106.52	$76.38
2019 Q1	增持	+13	207	10.5%	$97.62 → $101.23	$99.42	$76.38
2018 Q4	增持	+15	193	9.6%	$112.84 → $97.62	$105.23	$74.79
2018 Q2	增持	+30	179	7.6%	$109.97 → $104.20	$107.09	$72.32
2018 Q1	减持	−32	149	7.2%	$106.94 → $109.97	$108.46	$65.40
2017 Q4	减持	−21	181	8.3%	$95.51 → $106.94	$101.22	$65.40
2017 Q3	增持	+35	202	9.4%	$91.40 → $95.51	$93.46	$65.40
2017 Q2	减持	−1	168	6.8%	$87.84 → $91.40	$89.62	$59.61
2017 Q1	减持	−87	169	7.1%	$86.29 → $87.84	$87.07	$59.61
2016 Q4	减持	−14	256	10.5%	$66.59 → $86.29	$76.44	$59.61
2016 Q3	减持	−12	270	8.7%	$62.14 → $66.59	$64.37	$59.61
2016 Q2	减持	−191	282	9.8%	$59.22 → $62.14	$60.68	$59.61
2016 Q1	减持	−5	472	13.6%	$66.03 → $59.22	$62.63	$59.61
2015 Q4	减持	−4	477	12.5%	$60.97 → $66.03	$63.50	$59.61
2015 Q3	减持	−6	481	9.3%	$67.76 → $60.97	$64.37	$59.61
2015 Q2	增持	+6	487	9.5%	$60.58 → $67.76	$64.17	$59.61
2015 Q1	增持	+66	482	8.9%	$62.58 → $60.58	$61.58	$59.56
2014 Q4	增持	+52	416	9.1%	$60.24 → $62.58	$61.41	$59.24
2014 Q3	新建仓	+364	364	8.1%	$57.62 → $60.24	$58.93	$58.93

Edgar Wachenheim <0.1%·2014 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	−<1	<1	<0.1%	$294.16 → $327.33	$310.75	$126.71
2025 Q3	减持	−<1	<1	<0.1%	$289.91 → $315.43	$302.67	$126.71
2024 Q3	减持	−<1	<1	<0.1%	$202.26 → $210.86	$206.56	$126.71
2024 Q2	减持	−462	1	<0.1%	$200.30 → $202.26	$201.28	$126.71
2024 Q1	减持	−10	463	8.5%	$170.10 → $200.30	$185.20	$126.71
2023 Q3	减持	−9	472	8.9%	$145.44 → $145.02	$145.23	$126.71
2023 Q2	增持	+7	481	9.3%	$130.31 → $145.44	$137.88	$126.71
2023 Q1	减持	−6	474	9.6%	$134.10 → $130.31	$132.20	$126.55
2022 Q4	减持	−3	480	11.4%	$104.50 → $134.10	$119.30	$126.55
2022 Q3	增持	+29	482	10.6%	$112.61 → $104.50	$108.56	$126.55
2022 Q2	增持	+389	453	11.0%	$136.32 → $112.61	$124.47	$127.69
2022 Q1	增持	+64	65	2.3%	$158.35 → $136.32	$147.34	$147.08
2020 Q3	减持	−22	<1	<0.1%	$94.06 → $96.27	$95.17	$114.14
2020 Q2	减持	−24	23	0.5%	$90.03 → $94.06	$92.05	$114.14
2020 Q1	增持	+46	47	1.6%	$139.40 → $90.03	$114.72	$114.14
2019 Q4	减持	−207	<1	<0.1%	$117.69 → $139.40	$128.55	$61.51
2019 Q3	减持	−283	207	4.9%	$111.80 → $117.69	$114.74	$61.51
2019 Q2	减持	−7	490	9.6%	$101.23 → $111.80	$106.52	$61.51
2019 Q1	减持	−8	497	8.9%	$97.62 → $101.23	$99.42	$61.51
2018 Q4	减持	−16	505	9.5%	$112.84 → $97.62	$105.23	$61.51
2018 Q3	减持	−12	521	9.1%	$104.20 → $112.84	$108.52	$61.51
2018 Q2	减持	−133	534	8.3%	$109.97 → $104.20	$107.09	$61.51
2018 Q1	减持	−19	667	11.5%	$106.94 → $109.97	$108.46	$61.51
2017 Q4	减持	−5	686	11.1%	$95.51 → $106.94	$101.22	$61.51
2017 Q3	减持	−13	691	9.9%	$91.40 → $95.51	$93.46	$61.51
2017 Q2	减持	−29	703	9.7%	$87.84 → $91.40	$89.62	$61.51
2017 Q1	减持	−23	732	10.2%	$86.29 → $87.84	$87.07	$61.51
2016 Q4	减持	−24	755	11.0%	$66.59 → $86.29	$76.44	$61.51
2016 Q3	减持	−39	779	9.9%	$62.14 → $66.59	$64.37	$61.51
2016 Q2	减持	−87	818	9.9%	$59.22 → $62.14	$60.68	$61.51
2015 Q4	增持	+6	907	11.4%	$60.97 → $66.03	$63.50	$61.51
2015 Q3	增持	+5	900	11.0%	$67.76 → $60.97	$64.37	$61.49
2015 Q2	增持	+13	896	11.1%	$60.58 → $67.76	$64.17	$61.48
2015 Q1	增持	+140	883	9.6%	$62.58 → $60.58	$61.58	$61.44
2014 Q4	新建仓	+742	742	8.4%	$60.24 → $62.58	$61.41	$61.41