PW
PYA Waltman Capital, LLC
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$3.6亿
申报季度: 2026-03-31 · 持股只数: 67
PYA Waltman Capital, LLC在最新一期 13F 报告中披露了 67 项持股，申报期为 2026-03-31，总持股市值约为 US$3.6亿，季度换手率为 21.7%。
机构性格雪花图
- 集中度
- 19.09
- 持仓稳定性
- 21.69
- 动能／逆势
- 100
- 行业集中度
- 48.47
- 多样化
- 100
- 仓位均衡度
- 85.06
近期动向
减仓 TCAF
-24.0% -US$1224.5万
减仓 CEF
-46.8% -US$733.0万
加仓 POST
+20.8% US$555.1万
加仓 AMZN
+40.9% US$440.7万
加仓 ROP
+104.5% US$439.7万
加仓 PEP
+125.0% US$282.6万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 10.57% | +0.25% | +4.14% | |
| 2 | POST | Post Holdings INC | 股票-非周期性消费 | 9.02% | +1.77% | +20.80% | |
| 3 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 8.22% | -3.03% | -24.01% | |
| 4 | MKL | Markel Group INC | 股票-金融 | 6.05% | -0.39% | +2.19% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.95% | -0.36% | -0.53% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 5.73% | +1.36% | +40.88% | |
| 7 | TDG | Transdigm Group INC | 股票-工业 | 4.23% | -0.14% | +7.54% | |
| 8 | DHR | Danaher CORP | 股票-医疗保健 | 4.05% | +0.08% | +19.30% | |
| 9 | HEI-A | Heico Corp-class A | 股票-其他 | 3.65% | -0.49% | +2.17% | |
| 10 | SPGI | S&p Global INC | 股票-金融 | 3.53% | -0.15% | +14.46% | |
| 11 | ROP | Roper Technologies INC | 股票-科技 | 3.17% | +1.28% | +104.53% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.81% | +0.49% | -0.85% | |
| 13 | CEF | Sprott Physical Gold And Sil | 股票-其他 | 2.53% | -1.89% | -46.77% | |
| 14 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.75% | +0.74% | +67.82% | |
| 15 | AMGN | Amgen INC | 股票-医疗保健 | 1.34% | +0.13% | +0.23% | |
| 16 | PEP | Pepsico INC | 股票-非周期性消费 | 1.33% | +0.80% | +125.05% | |
| 17 | ABBV | Abbvie INC | 股票-医疗保健 | 1.28% | — | +2.90% | |
| 18 | TXN | Texas Instruments INC | 股票-科技 | 1.26% | +0.19% | +1.62% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.22% | +0.69% | +123.18% | |
| 20 | UPS | United Parcel Service-cl B | 股票-工业 | 1.21% | +0.10% | +6.45% | |
| 21 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密货币 | 1.07% | -0.14% | +10.25% | |
| 22 | HD | Home Depot INC | 股票-周期性消费 | 1.05% | +0.27% | +36.31% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 1.01% | +0.64% | +95.43% | |
| 24 | BLD | Topbuild CORP | 股票-工业 | 1.01% | -0.10% | +4.25% | |
| 25 | AVGO | Broadcom INC | 股票-科技 | 0.99% | -0.51% | -28.14% | |
| 26 | MTN | Vail Resorts INC | 股票-周期性消费 | 0.96% | -0.18% | -15.77% | |
| 27 | NVR | Nvr INC | 股票-周期性消费 | 0.96% | -0.08% | -1.13% | |
| 28 | ETSY | Etsy INC | 股票-周期性消费 | 0.91% | +0.55% | +169.71% | |
| 29 | LMT | Lockheed Martin CORP | 股票-工业 | 0.89% | +0.40% | +40.35% | |
| 30 | GD | General Dynamics CORP | 股票-工业 | 0.88% | — | -0.88% | |
| 31 | ALL | Allstate CORP | 股票-金融 | 0.82% | -0.11% | -14.40% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | -0.33% | -25.67% | |
| 33 | AAPL | Apple INC | 股票-科技 | 0.70% | — | +4.42% | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.65% | — | -2.94% | |
| 35 | AMT | American Tower CORP | 股票-房地产 | 0.55% | +0.33% | +143.97% | |
| 36 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.50% | — | -2.45% | |
| 37 | TROW | T Rowe Price Group INC | 股票-金融 | 0.48% | -0.09% | -7.98% | |
| 38 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密货币 | 0.47% | -0.14% | -3.42% | |
| 39 | FETH | Fidelity Ethereum Fund | ETF-其他 | 0.46% | -0.07% | +20.35% | |
| 40 | VZ | Verizon Communications INC | 股票-通信服务 | 0.46% | +0.14% | +12.41% | |
| 41 | CSCO | Cisco Systems INC | 股票-科技 | 0.44% | — | -0.46% | |
| 42 | NEE | Nextera Energy INC | 股票-公用事业 | 0.42% | +0.07% | +0.62% | |
| 43 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.39% | — | -2.76% | |
| 44 | MSFT | Microsoft CORP | 股票-科技 | 0.38% | -0.16% | -11.54% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.34% | — | +8.36% | |
| 46 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.32% | -0.06% | -25.21% | |
| 47 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.31% | — | +1.10% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.30% | — | — | |
| 49 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.26% | +0.07% | +12.14% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.24% | +0.08% | -0.59% |
1–50 of 67
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 67 | US$3.6亿 | 22 | |
| 2025-12-31 | 75 | US$3.7亿 | 17 | |
| 2025-09-30 | 80 | US$3.7亿 | 29 | |
| 2025-06-30 | 76 | US$3.5亿 | 0 | |
| 2025-03-31 | 75 | US$3.2亿 | 100 | |
| 2024-12-31 | 78 | US$3.1亿 | 0 | |
| 2024-09-30 | 73 | US$3.1亿 | 0 | |
| 2024-06-30 | 66 | US$2.7亿 | 0 | |
| 2024-03-31 | 66 | US$2.7亿 | 0 | |
| 2023-12-31 | 66 | US$2.4亿 | 0 | |
| 2023-09-30 | 62 | US$2.4亿 | 0 | |
| 2023-06-30 | 61 | US$2.3亿 | 0 | |
| 2023-03-31 | 60 | US$2.0亿 | 0 | |
| 2022-12-31 | 60 | US$1.9亿 | 0 | |
| 2022-09-30 | 208 | US$1.7亿 | 0 | |
| 2022-06-30 | 219 | US$1.8亿 | 0 | |
| 2022-03-31 | 209 | US$2.0亿 | 0 | |
| 2021-12-31 | 205 | US$1.9亿 | 0 | |
| 2021-09-30 | 38 | US$1.8亿 | 0 | |
| 2021-06-30 | 38 | US$1.9亿 | 100 | |
| 2021-03-31 | 47 | US$1.8亿 | 11 | |
| 2020-12-31 | 52 | US$1.7亿 | 34 | |
| 2020-09-30 | 44 | US$1.4亿 | 18 | |
| 2020-06-30 | 36 | US$1.2亿 | 25 | |
| 2020-03-31 | 33 | US$9440.0万 | 31 | |
| 2019-12-31 | 35 | US$1.1亿 | — |
本季持股变动
PYA Waltman Capital, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Nomad Foods Limited (NOMD); 清仓: Ishares Core U.s. Aggregate (AGG); 清仓: Ss Spdr S&p 500 ETF Trust-us (SPY); 清仓: Visa Inc-class A Shares (V); 清仓: Grayscale Bitcoin Mini ETF (BTC).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | POST | Post Holdings INC | +1.8% | +20.80% | 加仓 |
| 2 | AMZN | Amazon.com INC | +1.4% | +40.88% | 加仓 |
| 3 | ROP | Roper Technologies INC | +1.3% | +104.53% | 加仓 |
| 4 | PEP | Pepsico INC | +0.8% | +125.05% | 加仓 |
| 5 | VGIT | Vanguard Intermediate-term T | +0.7% | +67.82% | 加仓 |
| 6 | PG | Procter & Gamble Co/the | +0.7% | +123.18% | 加仓 |
| 7 | CVX | Chevron CORP | +0.6% | +95.43% | 加仓 |
| 8 | ETSY | Etsy INC | +0.6% | +169.71% | 加仓 |
| 9 | JNJ | Johnson & Johnson | +0.5% | -0.85% | 减仓 |
| 10 | LMT | Lockheed Martin CORP | +0.4% | +40.35% | 加仓 |
| 11 | AMT | American Tower CORP | +0.3% | +143.97% | 加仓 |
| 12 | HD | Home Depot INC | +0.3% | +36.31% | 加仓 |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +4.14% | 加仓 |
| 14 | TXN | Texas Instruments INC | +0.2% | +1.62% | 加仓 |
| 15 | VZ | Verizon Communications INC | +0.1% | +12.41% | 加仓 |
| 16 | AMGN | Amgen INC | +0.1% | +0.23% | 加仓 |
| 17 | UPS | United Parcel Service-cl B | +0.1% | +6.45% | 加仓 |
| 18 | XOM | Exxon Mobil CORP | +0.1% | -0.59% | 减仓 |
| 19 | DHR | Danaher CORP | +0.1% | +19.30% | 加仓 |
| 20 | APD | Air Products & Chemicals INC | +0.1% | +12.14% | 加仓 |
| 21 | NEE | Nextera Energy INC | +0.1% | +0.62% | 加仓 |
| 22 | GEV | GE Vernova INC | 0% | — | 不变 |
| 23 | GLD | Spdr Gold Shares | -0.1% | -25.21% | 减仓 |
| 24 | FETH | Fidelity Ethereum Fund | -0.1% | +20.35% | 加仓 |
| 25 | NVR | Nvr INC | -0.1% | -1.13% | 减仓 |
| 26 | TROW | T Rowe Price Group INC | -0.1% | -7.98% | 减仓 |
| 27 | BLD | Topbuild CORP | -0.1% | +4.25% | 加仓 |
| 28 | ETHE | Grayscale Ethereum Staking E | -0.1% | -3.25% | 减仓 |
| 29 | ALL | Allstate CORP | -0.1% | -14.40% | 减仓 |
| 30 | TDG | Transdigm Group INC | -0.1% | +7.54% | 加仓 |
| 31 | FBTC | Fidelity Wise Origin Bitcoin | -0.1% | +10.25% | 加仓 |
| 32 | GBTC | Grayscale Bitcoin Trust ETF | -0.1% | -3.42% | 减仓 |
| 33 | SPGI | S&p Global INC | -0.2% | +14.46% | 加仓 |
| 34 | MSFT | Microsoft CORP | -0.2% | -11.54% | 减仓 |
| 35 | MTN | Vail Resorts INC | -0.2% | -15.77% | 减仓 |
| 36 | JPM | Jpmorgan Chase & Co | -0.3% | -25.67% | 减仓 |
| 37 | GOOGL | Alphabet Inc-cl A | -0.4% | -0.53% | 减仓 |
| 38 | MKL | Markel Group INC | -0.4% | +2.19% | 加仓 |
| 39 | HEI-A | Heico Corp-class A | -0.5% | +2.17% | 加仓 |
| 40 | AVGO | Broadcom INC | -0.5% | -28.14% | 减仓 |
| 41 | CEF | Sprott Physical Gold And Sil | -1.9% | -46.77% | 减仓 |
| 42 | TCAF | T Rowe Prc Cap Appreciation | -3% | -24.01% | 减仓 |
| 43 | NOMD | Nomad Foods Limited | — | EXIT | 清仓 |
| 44 | AGG | Ishares Core U.s. Aggregate | — | EXIT | 清仓 |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | 清仓 |
| 46 | V | Visa Inc-class A Shares | — | EXIT | 清仓 |
| 47 | BTC | Grayscale Bitcoin Mini ETF | — | EXIT | 清仓 |
| 48 | HL | Hecla Mining Co | — | EXIT | 清仓 |
| 49 | FHN | First Horizon CORP | — | EXIT | 清仓 |
| 50 | WPM | Wheaton Precious Metals CORP | — | EXIT | 清仓 |
FAQ
PYA Waltman Capital, LLC 是什么机构？属于哪种投资人类型？
PYA Waltman Capital, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$3.6亿，分布在 67 个已申报仓位之中。
PYA Waltman Capital, LLC 目前前几大持股有哪些？
根据最新 13F 申报，PYA Waltman Capital, LLC 按市值排列的前几大持股为：
1. Berkshire Hathaway Inc-cl B (BRK-B) — US$3813.6万 (10.6%)
2. Post Holdings INC (POST) — US$3254.6万 (9.0%)
3. T Rowe Prc Cap Appreciation (TCAF) — US$2963.7万 (8.2%)
4. Markel Group INC (MKL) — US$2181.6万 (6.0%)
5. Alphabet Inc-cl A (GOOGL) — US$2147.2万 (6.0%)
PYA Waltman Capital, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，PYA Waltman Capital, LLC 共进行了 49 项显著调整：新建仓 0 个仓位、加仓 26 个既有持股、减仓 15 个仓位，并完全清仓 8 个持股。 其中幅度最大的异动：清仓: Nomad Foods Limited (NOMD); 清仓: Ishares Core U.s. Aggregate (AGG); 清仓: Ss Spdr S&p 500 ETF Trust-us (SPY); 清仓: Visa Inc-class A Shares (V); 清仓: Grayscale Bitcoin Mini ETF (BTC)
PYA Waltman Capital, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，PYA Waltman Capital, LLC 的主要板块分布如下：
• Financials: 28.6%
• Consumer Staples: 14.5%
• Consumer Discretionary: 13.2%
• Health Care: 12.0%
• Industrials: 10.9%
• Information Technology: 9.0%