伯克希尔哈撒韦 2018 Q2 美股持仓列表
持有证券数：44，总市值：1,956（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 |
251,955,877 |
466 |
23.84% |
加仓 |
+5.2% |
|
WFC
|
富国银行 |
452,013,758 |
251 |
12.81% |
减仓 |
-1% |
|
KHC
|
卡夫亨氏 |
325,634,818 |
205 |
10.46% |
持平 |
0% |
|
BAC
|
美国银行 |
679,000,000 |
191 |
9.79% |
持平 |
0% |
|
KO
|
可口可乐 |
400,000,000 |
175 |
8.97% |
持平 |
0% |
|
AXP
|
美国运通 |
151,610,700 |
149 |
7.6% |
持平 |
0% |
|
USB
|
美国合众银行 |
100,693,874 |
50.4 |
2.57% |
加仓 |
+10.8% |
|
MCO
|
穆迪 |
24,669,778 |
42.1 |
2.15% |
持平 |
0% |
|
PSX
|
Phillips 66 |
34,729,514 |
39.0 |
1.99% |
减仓 |
-24% |
|
BK
|
纽约梅隆银行 |
64,800,376 |
34.9 |
1.79% |
加仓 |
+4.2% |
|
DAL
|
达美航空 |
63,665,840 |
31.5 |
1.61% |
加仓 |
+18.8% |
|
GS
|
高盛 |
13,254,490 |
29.2 |
1.49% |
加仓 |
+20.9% |
|
LUV
|
西南航空 |
56,547,399 |
28.8 |
1.47% |
加仓 |
+18.6% |
|
DVA
|
德威特 |
38,565,570 |
26.8 |
1.37% |
持平 |
0% |
|
CHTR
|
特许通讯公司 |
7,504,185 |
22.0 |
1.12% |
减仓 |
-8.7% |
|
GM
|
通用汽车 |
51,393,611 |
20.2 |
1.04% |
加仓 |
+2.8% |
|
UAL
|
UNITED CONTL HLDGS INC |
26,684,542 |
18.6 |
0.95% |
减仓 |
-3.7% |
|
92343E102
|
VERISIGN INC |
12,952,745 |
17.8 |
0.91% |
持平 |
0% |
|
AAL
|
AMERICAN AIRLS GROUP INC |
44,700,000 |
17.0 |
0.87% |
减仓 |
-2.8% |
|
USG
|
U S G CORP |
39,002,016 |
16.8 |
0.86% |
持平 |
0% |
|
LSXMK
|
自由媒体SiriusXM |
31,090,985 |
14.1 |
0.72% |
持平 |
0% |
|
V
|
维萨卡 |
10,562,460 |
14.0 |
0.72% |
持平 |
0% |
|
TEVA
|
TEVA PHARMACEUTICAL INDS LTD |
43,249,295 |
10.5 |
0.54% |
加仓 |
+6.7% |
|
MA
|
万事达 |
4,934,756 |
9.7 |
0.5% |
持平 |
0% |
|
SIRI
|
SIRIUS XM HLDGS INC |
137,915,729 |
9.3 |
0.48% |
持平 |
0% |
|
MTB
|
美国制商银行 |
5,382,040 |
9.2 |
0.47% |
持平 |
0% |
|
COST
|
好市多 |
4,333,363 |
9.1 |
0.46% |
持平 |
0% |
|
AXTA
|
AXALTA COATING SYS LTD |
24,264,000 |
7.4 |
0.38% |
加仓 |
+4% |
|
SYF
|
SYNCHRONY FINL |
20,803,000 |
6.9 |
0.35% |
持平 |
0% |
|
LSXMA
|
Liberty SiriusxM A股 |
14,860,360 |
6.7 |
0.34% |
持平 |
0% |
|
LBTYA
|
LIBERTY GLOBAL PLC |
19,791,000 |
5.5 |
0.28% |
加仓 |
+8.7% |
|
891027104
|
TORCHMARK CORP |
6,353,727 |
5.2 |
0.26% |
持平 |
0% |
|
STOR
|
STORE CAP CORP |
18,621,674 |
5.1 |
0.26% |
持平 |
0% |
|
QSRw
|
餐饮品牌国际 |
8,438,225 |
5.1 |
0.26% |
持平 |
0% |
|
LBTYK
|
LIBERTY GLOBAL PLC |
7,346,968 |
2.0 |
0.1% |
持平 |
0% |
|
SNY
|
賽诺菲-安万特 |
3,701,012 |
1.5 |
0.08% |
持平 |
0% |
|
WMT
|
沃尔玛 |
1,393,513 |
1.2 |
0.06% |
持平 |
0% |
|
LILA
|
LIBERTY LATIN AMERICA LTD |
2,714,854 |
0.52 |
0.03% |
持平 |
0% |
|
JNJ
|
强生 |
327,100 |
0.40 |
0.02% |
持平 |
0% |
|
LILAK
|
LIBERTY LATIN AMERICA LTD |
1,284,020 |
0.25 |
0.01% |
持平 |
0% |
|
PG
|
宝洁 |
315,400 |
0.25 |
0.01% |
持平 |
0% |
|
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% |
|
61166W101
|
MOSANTO CO NEW |
— |
— |
— |
清仓 |
-100% |
|
VRSK
|
Verisk分析 |
— |
— |
— |
清仓 |
-100% |