First Pacific Advisors
First Pacific AdvisorsFirst Pacific Advisors13F · 14 May 2026
持仓 40前十集中度 54%本季新建/加仓 25减持/清仓 14
17.8%减持26.9%减持35.6%加仓45.6%减持55.5%减持65.2%减持74.9%减持84.5%加仓94.2%加仓103.5%加仓113.3%加仓123.2%加仓132.7%减持142.5%减持152.2%加仓162.2%加仓172.1%加仓181.8%加仓191.7%减持201.6%加仓211.6%新建仓221.6%加仓231.6%加仓241.5%加仓251.4%减持261.2%新建仓271.2%加仓281.1%新建仓291.1%减持301.0%加仓311.0%减持320.9%减持330.9%加仓340.9%持有350.9%新建仓360.8%新建仓370.6%减持380.6%加仓390.5%加仓400.5%加仓
ADIAnalog Devices均 67
GOOGLAlphabet Inc.均 71
IFFInternational Flavors & Fragrances Inc.均 51
METAMeta Platforms Inc.均 71
GOOGAlphabet Inc. CL C均 73
CCitigroup Inc.均 45
TELTE Connectivity plc均 65
BDXBecton Dickinson均 54
AMZNAmazon.com Inc.均 69
CMCSAComcast Corp.均 47
LBRDKLiberty Broadband Corp. CL C均 43
AONAon Plc均 58
FERGFerguson Enterprises Inc.均 61
AMRZAmrize Ltd均 53
MTNVail Resorts Inc.均 59
NXPINXP Semiconductors NV均 65
FBINFortune Brands Innovations Inc.均 51
KMXCarMax Inc.均 44
NOVNov Inc.均 45
BIOBio-Rad Laboratories Inc.均 54
BAXBaxter International Inc.均 40
ICLRICON plc均 53
TMOThermo Fisher Scientific均 63
JEFJefferies Financial Group Inc.均 47
LPLALPL Financial Holdings Inc.均 57
AJGArthur J. Gallagher & Co.均 60
DEIDouglas Emmett Inc.均 37
WATWaters Corp.均 65
MARMarriott Int'l.均 58
UBERUber Technologies Inc.均 63
WFCWells Fargo均 60
WABWABTEC Corp.均 64
AVTRAvantor Inc.均 51
DELLDell Technologies Inc.均 57
PYPLPayPal Holdings Inc.均 52
CNHCNH Industrial NV均 38
KMIKinder Morgan均 56
VNOVornado Realty Trust均 39
VYXNCR Voyix Corp.均 33
MICCMagnum Ice Cream Co NV均 48
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。