伯克希尔哈撒韦 2017 Q2 美股持仓列表
持有证券数：47，总市值：1,621（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 |
279 |
17.2% |
持平 |
0% |
|
WFC
|
富国银行 |
467,987,270 |
259 |
15.99% |
减仓 |
-2.4% |
|
AAPL
|
苹果 |
130,191,960 |
188 |
11.56% |
加仓 |
+0.6% |
|
KO
|
可口可乐 |
400,000,000 |
179 |
11.06% |
持平 |
0% |
|
AXP
|
美国运通 |
151,610,700 |
128 |
7.88% |
持平 |
0% |
|
IBM
|
IBM Corp |
54,084,673 |
83.2 |
5.13% |
减仓 |
-16.2% |
|
PSX
|
Phillips 66 |
80,689,892 |
66.7 |
4.12% |
持平 |
0% |
|
USB
|
美国合众银行 |
85,063,167 |
44.2 |
2.72% |
持平 |
0% |
|
CHTR
|
特许通讯公司 |
9,443,491 |
31.8 |
1.96% |
持平 |
0% |
|
MCO
|
穆迪 |
24,669,778 |
30.0 |
1.85% |
持平 |
0% |
|
LUV
|
西南航空 |
47,659,456 |
29.6 |
1.83% |
持平 |
0% |
|
DAL
|
达美航空 |
53,110,395 |
28.5 |
1.76% |
减仓 |
-3.5% |
|
BK
|
纽约梅隆银行 |
50,229,588 |
25.6 |
1.58% |
加仓 |
+52.2% |
|
DVA
|
德威特 |
38,565,570 |
25.0 |
1.54% |
持平 |
0% |
|
GS
|
高盛 |
10,959,519 |
24.3 |
1.5% |
持平 |
0% |
|
AAL
|
AMERICAN AIRLS GROUP INC |
47,000,000 |
23.7 |
1.46% |
减仓 |
-4.6% |
|
UAL
|
UNITED CONTL HLDGS INC |
28,211,563 |
21.2 |
1.31% |
减仓 |
-2.6% |
|
GM
|
通用汽车 |
60,000,000 |
21.0 |
1.29% |
加仓 |
+20% |
|
LSXMK
|
自由媒体SiriusXM |
31,090,985 |
13.0 |
0.8% |
加仓 |
+39.4% |
|
92343E102
|
VERISIGN INC |
12,952,745 |
12.0 |
0.74% |
持平 |
0% |
|
USG
|
U S G CORP |
39,002,016 |
11.3 |
0.7% |
持平 |
0% |
|
V
|
维萨卡 |
10,562,460 |
9.9 |
0.61% |
持平 |
0% |
|
61166W101
|
MOSANTO CO NEW |
8,041,784 |
9.5 |
0.59% |
持平 |
0% |
|
MTB
|
美国制商银行 |
5,382,040 |
8.7 |
0.54% |
持平 |
0% |
|
SIRI
|
SIRIUS XM HLDGS INC |
137,915,729 |
7.5 |
0.47% |
减仓 |
-20% |
|
AXTA
|
AXALTA COATING SYS LTD |
23,324,000 |
7.5 |
0.46% |
持平 |
0% |
|
COST
|
好市多 |
4,333,363 |
6.9 |
0.43% |
持平 |
0% |
|
LBTYA
|
LIBERTY GLOBAL PLC |
20,180,897 |
6.5 |
0.4% |
持平 |
0% |
|
LSXMA
|
Liberty SiriusxM A股 |
14,860,360 |
6.2 |
0.38% |
加仓 |
+45% |
|
MA
|
万事达 |
4,934,756 |
6.0 |
0.37% |
持平 |
0% |
|
QSRw
|
餐饮品牌国际 |
8,438,225 |
5.3 |
0.33% |
持平 |
0% |
|
SYF
|
SYNCHRONY FINL |
17,463,000 |
5.2 |
0.32% |
新进 |
— |
|
891027104
|
TORCHMARK CORP |
6,353,727 |
4.9 |
0.3% |
持平 |
0% |
|
STOR
|
STORE CAP CORP |
18,621,674 |
4.2 |
0.26% |
新进 |
— |
|
LBTYK
|
LIBERTY GLOBAL PLC |
7,346,968 |
2.3 |
0.14% |
持平 |
0% |
|
SNY
|
賽诺菲-安万特 |
3,905,875 |
1.9 |
0.12% |
持平 |
0% |
|
VRSK
|
Verisk分析 |
1,563,434 |
1.3 |
0.08% |
持平 |
0% |
|
WMT
|
沃尔玛 |
1,393,513 |
1.1 |
0.07% |
持平 |
0% |
|
GHC
|
GRAHAM HLDGS CO |
107,575 |
0.65 |
0.04% |
持平 |
0% |
|
G5480U138
|
LIBERTY GLOBAL PLC |
2,714,854 |
0.59 |
0.04% |
持平 |
0% |
|
JNJ
|
强生 |
327,100 |
0.43 |
0.03% |
持平 |
0% |
|
G5480U153
|
LIBERTY GLOBAL PLC |
1,284,020 |
0.27 |
0.02% |
持平 |
0% |
|
PG
|
宝洁 |
315,400 |
0.27 |
0.02% |
持平 |
0% |
|
MDLZ
|
亿滋 |
578,000 |
0.25 |
0.02% |
持平 |
0% |
|
92927K102
|
WABCO HLDGS INC |
63,195 |
0.08 |
0% |
减仓 |
-97.8% |
|
UPS
|
联合包裹 |
59,400 |
0.07 |
0% |
持平 |
0% |
|
VZ
|
Verizon |
928 |
0.00 |
0% |
持平 |
0% |
|
GE
|
GE |
— |
— |
— |
清仓 |
-100% |