伯克希尔哈撒韦 2017 Q1 美股持仓列表
持有证券数:46,总市值:1,619(亿美元)
| 代码 |
公司 |
持股数 |
市值(亿美元) |
占比 |
调整 |
调整比例 |
|
KHC
|
卡夫亨氏 |
325,634,818 |
296 |
18.27% |
持平 |
0% |
|
WFC
|
富国银行 |
479,704,270 |
267 |
16.49% |
持平 |
0% |
|
AAPL
|
苹果 |
129,357,106 |
186 |
11.48% |
加仓 |
+125.5% |
|
KO
|
可口可乐 |
400,000,000 |
170 |
10.49% |
持平 |
0% |
|
AXP
|
美国运通 |
151,610,700 |
120 |
7.41% |
持平 |
0% |
|
IBM
|
IBM Corp |
64,561,955 |
112 |
6.95% |
减仓 |
-20.5% |
|
PSX
|
Phillips 66 |
80,689,892 |
63.9 |
3.95% |
持平 |
0% |
|
USB
|
美国合众银行 |
85,063,167 |
43.8 |
2.71% |
持平 |
0% |
|
CHTR
|
特许通讯公司 |
9,443,491 |
30.9 |
1.91% |
持平 |
0% |
|
MCO
|
穆迪 |
24,669,778 |
27.6 |
1.71% |
持平 |
0% |
|
DVA
|
德威特 |
38,565,570 |
26.2 |
1.62% |
持平 |
0% |
|
LUV
|
西南航空 |
47,659,456 |
25.6 |
1.58% |
加仓 |
+10.3% |
|
DAL
|
达美航空 |
55,025,995 |
25.3 |
1.56% |
减仓 |
-8.3% |
|
GS
|
高盛 |
10,959,519 |
25.2 |
1.56% |
持平 |
0% |
|
AAL
|
AMERICAN AIRLS GROUP INC |
49,278,854 |
20.8 |
1.29% |
加仓 |
+8.2% |
|
UAL
|
UNITED CONTL HLDGS INC |
28,951,353 |
20.5 |
1.26% |
持平 |
0% |
|
GM
|
通用汽车 |
50,000,000 |
17.7 |
1.09% |
持平 |
0% |
|
BK
|
纽约梅隆银行 |
33,012,059 |
15.6 |
0.96% |
加仓 |
+52.3% |
|
USG
|
U S G CORP |
39,002,016 |
12.4 |
0.77% |
持平 |
0% |
|
92343E102
|
VERISIGN INC |
12,952,745 |
11.3 |
0.7% |
持平 |
0% |
|
V
|
维萨卡 |
10,562,460 |
9.4 |
0.58% |
持平 |
0% |
|
61166W101
|
MOSANTO CO NEW |
8,041,784 |
9.1 |
0.56% |
持平 |
0% |
|
SIRI
|
SIRIUS XM HLDGS INC |
172,325,353 |
8.9 |
0.55% |
加仓 |
+3.4% |
|
LSXMK
|
自由媒体SiriusXM |
22,307,109 |
8.7 |
0.53% |
加仓 |
+0.3% |
|
MTB
|
美国制商银行 |
5,382,040 |
8.3 |
0.51% |
持平 |
0% |
|
AXTA
|
AXALTA COATING SYS LTD |
23,324,000 |
7.5 |
0.46% |
持平 |
0% |
|
COST
|
好市多 |
4,333,363 |
7.3 |
0.45% |
持平 |
0% |
|
LBTYA
|
LIBERTY GLOBAL PLC |
20,180,897 |
7.2 |
0.45% |
持平 |
0% |
|
MA
|
万事达 |
4,934,756 |
5.6 |
0.34% |
持平 |
0% |
|
891027104
|
TORCHMARK CORP |
6,353,727 |
4.9 |
0.3% |
持平 |
0% |
|
QSRw
|
餐饮品牌国际 |
8,438,225 |
4.7 |
0.29% |
持平 |
0% |
|
LSXMA
|
Liberty SiriusxM A股 |
10,247,800 |
4.0 |
0.25% |
加仓 |
+1.9% |
|
92927K102
|
WABCO HLDGS INC |
2,908,554 |
3.4 |
0.21% |
减仓 |
-13.7% |
|
GE
|
GE |
10,585,502 |
3.2 |
0.19% |
持平 |
0% |
|
LBTYK
|
LIBERTY GLOBAL PLC |
7,346,968 |
2.6 |
0.16% |
持平 |
0% |
|
SNY
|
賽诺菲-安万特 |
3,905,875 |
1.8 |
0.11% |
持平 |
0% |
|
VRSK
|
Verisk分析 |
1,563,434 |
1.3 |
0.08% |
持平 |
0% |
|
WMT
|
沃尔玛 |
1,393,513 |
1.0 |
0.06% |
持平 |
0% |
|
GHC
|
GRAHAM HLDGS CO |
107,575 |
0.64 |
0.04% |
持平 |
0% |
|
G5480U138
|
LIBERTY GLOBAL PLC |
2,714,854 |
0.60 |
0.04% |
持平 |
0% |
|
JNJ
|
强生 |
327,100 |
0.41 |
0.03% |
持平 |
0% |
|
G5480U153
|
LIBERTY GLOBAL PLC |
1,284,020 |
0.30 |
0.02% |
持平 |
0% |
|
PG
|
宝洁 |
315,400 |
0.28 |
0.02% |
持平 |
0% |
|
MDLZ
|
亿滋 |
578,000 |
0.25 |
0.02% |
持平 |
0% |
|
UPS
|
联合包裹 |
59,400 |
0.06 |
0% |
持平 |
0% |
|
VZ
|
Verizon |
928 |
0.00 |
0% |
持平 |
0% |
|
90130A101
|
TWENTY FIRST CENTY FOX INC |
— |
— |
— |
清仓 |
-100% |