特
特里·史密斯
Terry Smith
Fundsmith质量投资/买入持有$25B
季度
Fundsmith 创始人，英国最知名的基金经理之一。只投资高质量公司，极低换手率。
持仓数量 Holdings
14
管理规模 AUM
$25B
做多 Long
13
做空/对冲 Short
0
组合收益 Portfolio Returns
组合收益率 Portfolio Returns
近1月 1M
-2.4%
近3月 3M
-9.2%
近6月 6M
-13.1%
近1年 1Y
+13.8%
近3年 3Y
+105.1%
近5年 5Y
+15.4%
加权回报 Weighted Return
+1.4%
胜率 Win Rate
69%
9W / 4L
盈亏比 P/L Ratio
8.2x
+1% / -0%
最大赢家 Best Pick
IBKR
+3.2%
最大输家 Worst Pick
CRM
-0.3%
Top5 集中度 Concentration
87%
组合收益说明 Portfolio Return Methodology: 收益涨幅基于假设虚拟净值计算。收益涨幅 = (最新虚拟净值 - X周期前虚拟净值) / X周期前虚拟净值 × 100%。 组合虚拟净值 = 成份标的的虚拟持仓净值之和。成份标的虚拟持仓净值 = 成份标的持有份额 × 前复权收盘价格。 加权回报率基于 SEC 13F 披露的加权平均成本价 vs 当前市价，按持仓占比加权。 数据每个交易日盘后更新。组合调仓（季度 13F 披露）时重新计算份额。 收益涨幅仅供参考，不代表对未来收益的预测与保证，也不构成任何投资建议。
🏆 最赚钱持仓 Top Winners
🟢
IBKRINTERACTIVE BROKERSShare13.4%
avg$20.71→$87.00+320.1%$51.1M
2023-03-31(3.2年)减仓Financial Services
🟢
METAMETAShare21.8%
avg$219.61→$574.89+179.7%$83.3M
2018-12-31(7.5年)持平Communication Services
🟢
GOOGLALPHABETShare2.4%
avg$163.09→$366.40+143.3%$9.4M
2025-06-30(12月)加仓Communication Services
🟢
CVNACARVANAShare31.1%
avg$27.67→$66.95+142.8%$118.8M
2021-12-31(4.5年)减仓Consumer Cyclical
🟢
CACCCREDIT ACCEPTANCEShare13.8%
avg$369.79→$547.81+48.1%$52.7M
2018-12-31(7.5年)减仓Financial Services
🔔 重要信号 Key Signals2026年第1季度
NEW
MORN$654KNEW
SPOT$242KCLOSED
WIX
持仓分布 Portfolio Allocation2026年第1季度
14持仓数 Holdings
CVNA31.1%
META21.8%
CACC13.8%
IBKR13.4%
HTHT7.3%
YUMC5.4%
MSFT2.5%
GOOGL2.4%
其他 Other2.4%
管理规模 AUM
$25B
近1年 1Y Return
+13.8%
胜率 Win Rate
69%
Top5 集中度
87%
完整持仓 Full Holdings
| # | 方向 | 股票 Ticker | 类型 Type | 买入均价 | 当前价 | 收益率 | 占比 % | |
|---|---|---|---|---|---|---|---|---|
| 1 | 🟢 | CARVANA | Share | $27.67 | $66.95 | +142.8% | 31.1% | 减仓 |
| 2 | 🟢 | META | Share | $219.61 | $574.89 | +179.7% | 21.8% | 持平 |
| 3 | 🟢 | CREDIT ACCEPTANCE | Share | $369.79 | $547.81 | +48.1% | 13.8% | 减仓 |
| 4 | 🟢 | INTERACTIVE BROKERS | Share | $20.71 | $87.00 | +320.1% | 13.4% | 减仓 |
| 5 | 🟢 | H WORLD GROUP | Share | $31.42 | $50.29 | +46.6% | 7.3% | 持平 |
| 6 | 🟢 | YUM CHINA HOLDINGS | Share | $34.71 | $45.51 | +31.1% | 5.4% | 持平 |
| 7 | 🟢 | MICROSOFT | Share | $420.03 | $379.10 | +0.4% | 2.5% | 加仓 |
| 8 | 🟢 | ALPHABET | Share | $163.09 | $366.40 | +143.3% | 2.4% | 加仓 |
| 9 | 🟢 | SALESFORCE | Share | $236.46 | $152.25 | -26.6% | 0.8% | 加仓 |
| 10 | 🟢 | DEERE & | Share | $389.98 | $588.40 | +44.1% | 0.7% | 持平 |
| 11 | 🟢 | PAYCOM SOFTWARE | Share | $147.16 | $135.70 | -7.4% | 0.7% | 加仓 |
| 12 | 🟢 | MORNINGSTAR | Share | $180.88 | $173.13 | -6.0% | 0.2% | 持平 |
| 13 | 🟢 | SPOTIFY TECHNOLOGY SA | Share | $495.02 | $469.00 | -11.7% | 0.1% | 持平 |
持仓变动 Portfolio Changes2026年第1季度
| 股票 Ticker | 类型 Type | 股数变动 Share Change | 变动比例 Change % | 当前市值 Value | 占比 Weight |
|---|---|---|---|---|---|
| 增仓 Added | +1.6M | +521.8% | $118.8M | 31.1% | |
| 增仓 Added | +9K | +6.8% | $83.3M | 21.8% | |
| 减仓 Reduced | -6K | -4.8% | $52.7M | 13.8% | |
| 增仓 Added | +5K | +0.7% | $51.1M | 13.4% | |
| 减仓 Reduced | -45K | -7.5% | $28.1M | 7.3% | |
| 减仓 Reduced | -23K | -5.1% | $20.6M | 5.4% | |
| 增仓 Added | +14K | +119.3% | $9.4M | 2.5% | |
| 增仓 Added | +5K | +41.3% | $2.9M | 0.8% | |
| 增仓 Added | +9K | +72.6% | $2.7M | 0.7% | |
| 建仓 New | +4K | New | $654K | 0.2% | |
| 建仓 New | +500 | New | $242K | 0.1% | |
| 清仓 Closed | -315K | Closed | - | - |