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聪明钱/Harry Burn

Harry Burn

Harry Burn
Sound Shore13F · 07 May 2026
持仓 40前十集中度 33%本季新建/加仓 20减持/清仓 20
1
TEVATeva Pharmaceutical Industries Ltd.均 44
3.9%减持2
REGNRegeneron Pharmaceuticals均 61
3.9%减持3
MRVLMarvell Technology Inc.均 59
3.8%加仓4
BACBank of America Corp.均 63
3.4%加仓5
BRK.BBerkshire Hathaway CL B
3.2%减持6
ZBHZimmer Biomet Holdings均 42
3.2%加仓7
DISWalt Disney Co.均 55
3.1%加仓8
CCitigroup Inc.均 45
2.9%减持9
GEHCGE HealthCare Technologies Inc.均 56
2.9%加仓10
CSXCSX Corp.均 57
2.8%减持11
NXPINXP Semiconductors NV均 65
2.7%新建仓12
PFEPfizer Inc.均 44
2.7%新建仓13
PEGPublic Serv. Enterprise Inc.均 65
2.7%减持14
AMZNAmazon.com Inc.均 69
2.6%新建仓15
EQTEQT Corp.均 50
2.6%减持16
BPBP plc均 44
2.6%减持17
GMGeneral Motors均 43
2.6%减持18
QXOQxo Inc均 47
2.6%减持19
LUVSouthwest Airlines均 44
2.5%减持20
CTRA-OLDCoterra Energy Inc.
2.5%减持21
CHKPCheck Point Software Technologies均 57
2.5%加仓22
GOOGLAlphabet Inc.均 71
2.5%减持23
INCYIncyte Corp.均 40
2.4%减持24
VSTVistra Corp.均 54
2.4%新建仓25
WFCWells Fargo均 60
2.4%减持26
MDTMedtronic plc均 55
2.4%新建仓27
UPSUnited Parcel Service均 46
2.4%新建仓28
BABoeing Co.均 54
2.4%新建仓29
ACIAlbertsons Co Inc.均 34
2.4%减持30
ICLRICON plc均 53
2.3%新建仓31
KMIKinder Morgan均 56
2.1%减持32
OCOwens Corning均 47
2.1%新建仓33
OMCOmnicom Group均 45
2.1%新建仓34
MHKMohawk Industries均 45
2.1%减持35
FLEXFlex Ltd.均 56
2.0%减持36
SWSmurfit Westrock Plc均 45
2.0%新建仓37
QCOMQUALCOMM Inc.均 59
1.8%减持38
KDKyndryl Holdings Inc均 42
1.8%加仓39
PKGPackaging Corp. of America均 54
0.4%新建仓40
CVXChevron Corp.均 51
0.1%新建仓

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。