伯克希尔哈撒韦 2018 Q1 美股持仓列表
持有证券数：46，总市值：1,889（亿美元）
| 代码 |
公司 |
持股数 |
市值（亿美元） |
占比 |
调整 |
调整比例 |
|
AAPL
|
苹果 |
239,567,633 |
402 |
21.27% |
加仓 |
+44.9% |
|
WFC
|
富国银行 |
456,513,244 |
239 |
12.66% |
减仓 |
-0.4% |
|
BAC
|
美国银行 |
679,000,000 |
204 |
10.78% |
持平 |
0% |
|
KHC
|
卡夫亨氏 |
325,634,818 |
203 |
10.74% |
持平 |
0% |
|
KO
|
可口可乐 |
400,000,000 |
174 |
9.19% |
持平 |
0% |
|
AXP
|
美国运通 |
151,610,700 |
141 |
7.48% |
持平 |
0% |
|
USB
|
美国合众银行 |
90,847,721 |
45.9 |
2.43% |
加仓 |
+4.4% |
|
PSX
|
Phillips 66 |
45,689,892 |
43.8 |
2.32% |
减仓 |
-43.4% |
|
MCO
|
穆迪 |
24,669,778 |
39.8 |
2.11% |
持平 |
0% |
|
BK
|
纽约梅隆银行 |
62,191,448 |
32.0 |
1.7% |
加仓 |
+2.3% |
|
DAL
|
达美航空 |
53,599,357 |
29.4 |
1.55% |
加仓 |
+0.9% |
|
GS
|
高盛 |
10,959,519 |
27.6 |
1.46% |
持平 |
0% |
|
LUV
|
西南航空 |
47,659,456 |
27.3 |
1.44% |
持平 |
0% |
|
CHTR
|
特许通讯公司 |
8,222,873 |
25.6 |
1.35% |
减仓 |
-3.1% |
|
DVA
|
德威特 |
38,565,570 |
25.4 |
1.35% |
持平 |
0% |
|
AAL
|
AMERICAN AIRLS GROUP INC |
46,000,000 |
23.9 |
1.27% |
持平 |
0% |
|
61166W101
|
MOSANTO CO NEW |
18,970,134 |
22.1 |
1.17% |
加仓 |
+62% |
|
UAL
|
UNITED CONTL HLDGS INC |
27,705,963 |
19.2 |
1.02% |
减仓 |
-1.8% |
|
GM
|
通用汽车 |
50,000,000 |
18.2 |
0.96% |
持平 |
0% |
|
USG
|
U S G CORP |
39,002,016 |
15.8 |
0.83% |
持平 |
0% |
|
92343E102
|
VERISIGN INC |
12,952,745 |
15.4 |
0.81% |
持平 |
0% |
|
LSXMK
|
自由媒体SiriusXM |
31,090,985 |
12.7 |
0.67% |
持平 |
0% |
|
V
|
维萨卡 |
10,562,460 |
12.6 |
0.67% |
持平 |
0% |
|
MTB
|
美国制商银行 |
5,382,040 |
9.9 |
0.53% |
持平 |
0% |
|
MA
|
万事达 |
4,934,756 |
8.6 |
0.46% |
持平 |
0% |
|
SIRI
|
SIRIUS XM HLDGS INC |
137,915,729 |
8.6 |
0.46% |
持平 |
0% |
|
COST
|
好市多 |
4,333,363 |
8.2 |
0.43% |
持平 |
0% |
|
AXTA
|
AXALTA COATING SYS LTD |
23,324,000 |
7.0 |
0.37% |
持平 |
0% |
|
SYF
|
SYNCHRONY FINL |
20,803,000 |
7.0 |
0.37% |
持平 |
0% |
|
TEVA
|
TEVA PHARMACEUTICAL INDS LTD |
40,539,710 |
6.9 |
0.37% |
加仓 |
+114.8% |
|
LSXMA
|
Liberty SiriusxM A股 |
14,860,360 |
6.1 |
0.32% |
持平 |
0% |
|
LBTYA
|
LIBERTY GLOBAL PLC |
18,206,408 |
5.7 |
0.3% |
减仓 |
-9.8% |
|
891027104
|
TORCHMARK CORP |
6,353,727 |
5.3 |
0.28% |
持平 |
0% |
|
QSRw
|
餐饮品牌国际 |
8,438,225 |
4.8 |
0.25% |
持平 |
0% |
|
STOR
|
STORE CAP CORP |
18,621,674 |
4.6 |
0.24% |
持平 |
0% |
|
LBTYK
|
LIBERTY GLOBAL PLC |
7,346,968 |
2.2 |
0.12% |
持平 |
0% |
|
SNY
|
賽诺菲-安万特 |
3,701,012 |
1.5 |
0.08% |
减仓 |
-4.6% |
|
WMT
|
沃尔玛 |
1,393,513 |
1.2 |
0.07% |
持平 |
0% |
|
LILA
|
LIBERTY LATIN AMERICA LTD |
2,714,854 |
0.53 |
0.03% |
新进 |
— |
|
JNJ
|
强生 |
327,100 |
0.42 |
0.02% |
持平 |
0% |
|
VRSK
|
Verisk分析 |
284,778 |
0.30 |
0.02% |
减仓 |
-81.8% |
|
PG
|
宝洁 |
315,400 |
0.25 |
0.01% |
持平 |
0% |
|
LILAK
|
LIBERTY LATIN AMERICA LTD |
1,284,020 |
0.25 |
0.01% |
新进 |
— |
|
MDLZ
|
亿滋 |
578,000 |
0.24 |
0.01% |
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% |
|
IBM
|
IBM Corp |
— |
— |
— |
清仓 |
-100% |
|
GHC
|
GRAHAM HLDGS CO |
— |
— |
— |
清仓 |
-100% |
|
G5480U138
|
LIBERTY GLOBAL PLC |
— |
— |
— |
清仓 |
-100% |
|
G5480U153
|
LIBERTY GLOBAL PLC |
— |
— |
— |
清仓 |
-100% |