Christopher Davis
Christopher DavisDavis Advisors13F · 07 May 2026
持仓 40前十集中度 47%本季新建/加仓 24减持/清仓 16
17.2%减持26.0%加仓35.3%加仓44.8%加仓54.5%减持64.1%减持74.1%减持84.0%减持93.9%加仓103.4%减持113.3%减持123.0%减持133.0%减持142.7%加仓152.5%减持162.5%减持172.2%加仓182.1%新建仓191.9%加仓201.9%减持211.8%加仓221.6%加仓231.6%减持241.5%加仓251.5%加仓261.2%减持271.1%加仓281.1%加仓291.1%加仓301.0%加仓311.0%加仓320.9%减持330.8%加仓340.8%减持350.7%加仓360.6%加仓370.6%加仓380.5%加仓390.5%加仓400.5%加仓
COFCapital One Financial均 55
CTRA-OLDCoterra Energy Inc.
USBU.S. Bancorp均 57
VTRSViatris Inc.均 41
METAMeta Platforms Inc.均 71
MGMMGM Resorts International均 46
GOOGLAlphabet Inc.均 71
CVSCVS Health Corp.均 47
TSNTyson Foods均 42
MKLMarkel Group Inc.均 55
AMZNAmazon.com Inc.均 69
BRK.ABerkshire Hathaway CL A
WFCWells Fargo均 60
CICigna Group均 49
TXNTexas Instruments均 61
TECKTeck Resources均 54
JBSJbs Nv A均 41
LYBLyondellBasell Industries均 41
SOLVSolventum Corp均 51
AMATApplied Materials均 74
CBChubb Limited均 61
BRK.BBerkshire Hathaway CL B
UNHUnited Health Group Inc.均 52
TCOMTrip.com Group Ltd均 65
DGXQuest Diagnostics均 52
QSRRestaurant Brands International均 54
COPConocoPhillips均 46
AGCOAGCO Corp.均 48
YMMFull Truck Alliance Spn ADR均 63
OCOwens Corning均 47
PINSPinterest Inc.均 49
GOOGAlphabet Inc. CL C均 73
DUSADavis Select Us Equity ETF
JPMJPMorgan Chase & Co.均 61
SESea Ltd均 52
APPApplovin Corp.均 56
FITBFifth Third Bancorp均 48
PNCPNC Financial Services均 55
DINTDavis Select International
WCCWESCO International Inc.均 58
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。