伯克希尔哈撒韦 2018 Q4 美股持仓列表
持有证券数：48，总市值：1,831（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 |
249,589,329 |
394 |
21.51% |
减仓 |
-1.1% |
|
BAC
|
美国银行 |
896,167,600 |
221 |
12.06% |
加仓 |
+2.2% |
|
WFC
|
富国银行 |
426,768,902 |
197 |
10.74% |
减仓 |
-3.5% |
|
KO
|
可口可乐 |
400,000,000 |
189 |
10.35% |
持平 |
0% |
|
AXP
|
美国运通 |
151,610,700 |
145 |
7.89% |
持平 |
0% |
|
KHC
|
卡夫亨氏 |
325,634,818 |
140 |
7.66% |
持平 |
0% |
|
USB
|
美国合众银行 |
129,308,831 |
59.1 |
3.23% |
加仓 |
+3.5% |
|
JPM
|
摩根大通 |
50,116,394 |
48.9 |
2.67% |
加仓 |
+40.5% |
|
BK
|
纽约梅隆银行 |
80,937,250 |
38.1 |
2.08% |
加仓 |
+4% |
|
MCO
|
穆迪 |
24,669,778 |
34.5 |
1.89% |
持平 |
0% |
|
DAL
|
达美航空 |
65,535,000 |
32.7 |
1.79% |
持平 |
0% |
|
GS
|
高盛 |
18,353,635 |
30.7 |
1.67% |
持平 |
0% |
|
LUV
|
西南航空 |
54,847,399 |
25.5 |
1.39% |
减仓 |
-2.1% |
|
GM
|
通用汽车 |
72,269,696 |
24.2 |
1.32% |
加仓 |
+37.8% |
|
CHTR
|
特许通讯公司 |
7,033,499 |
20.0 |
1.09% |
减仓 |
-4.2% |
|
DVA
|
德威特 |
38,565,570 |
19.8 |
1.08% |
持平 |
0% |
|
92343E102
|
VERISIGN INC |
12,952,745 |
19.2 |
1.05% |
持平 |
0% |
|
UAL
|
UNITED CONTL HLDGS INC |
21,938,642 |
18.4 |
1% |
减仓 |
-15.6% |
|
USG
|
U S G CORP |
39,002,016 |
16.6 |
0.91% |
持平 |
0% |
|
AAL
|
AMERICAN AIRLS GROUP INC |
43,700,000 |
14.0 |
0.77% |
持平 |
0% |
|
V
|
维萨卡 |
10,562,460 |
13.9 |
0.76% |
持平 |
0% |
|
LSXMK
|
自由媒体SiriusXM |
31,090,985 |
11.5 |
0.63% |
持平 |
0% |
|
PSX
|
Phillips 66 |
11,895,842 |
10.2 |
0.56% |
减仓 |
-22.9% |
|
PNC
|
PNC金融服务 |
8,263,062 |
9.7 |
0.53% |
加仓 |
+35.7% |
|
MA
|
万事达 |
4,934,756 |
9.3 |
0.51% |
持平 |
0% |
|
COST
|
好市多 |
4,333,363 |
8.8 |
0.48% |
持平 |
0% |
|
SIRI
|
SIRIUS XM HLDGS INC |
137,915,729 |
7.9 |
0.43% |
持平 |
0% |
|
MTB
|
美国制商银行 |
5,382,040 |
7.7 |
0.42% |
持平 |
0% |
|
756577102
|
RED HAT INC |
4,175,792 |
7.3 |
0.4% |
新进 |
— |
|
TRV
|
旅行者财产险集团 |
5,958,391 |
7.1 |
0.39% |
加仓 |
+68.1% |
|
TEVA
|
TEVA PHARMACEUTICAL INDS LTD |
43,249,295 |
6.7 |
0.36% |
持平 |
0% |
|
AXTA
|
AXALTA COATING SYS LTD |
24,264,000 |
5.7 |
0.31% |
持平 |
0% |
|
LSXMA
|
Liberty SiriusxM A股 |
14,860,360 |
5.5 |
0.3% |
持平 |
0% |
|
STOR
|
STORE CAP CORP |
18,621,674 |
5.3 |
0.29% |
持平 |
0% |
|
SYF
|
SYNCHRONY FINL |
20,803,000 |
4.9 |
0.27% |
持平 |
0% |
|
891027104
|
TORCHMARK CORP |
6,353,727 |
4.7 |
0.26% |
持平 |
0% |
|
QSRw
|
餐饮品牌国际 |
8,438,225 |
4.4 |
0.24% |
持平 |
0% |
|
LBTYA
|
LIBERTY GLOBAL PLC |
19,791,000 |
4.2 |
0.23% |
持平 |
0% |
|
SU
|
森科能源 |
10,758,000 |
3.0 |
0.16% |
新进 |
— |
|
STNE
|
STONECO LTD |
14,166,748 |
2.6 |
0.14% |
新进 |
— |
|
LBTYK
|
LIBERTY GLOBAL PLC |
7,346,968 |
1.5 |
0.08% |
持平 |
0% |
|
JNJ
|
强生 |
327,100 |
0.42 |
0.02% |
持平 |
0% |
|
LILA
|
LIBERTY LATIN AMERICA LTD |
2,714,854 |
0.39 |
0.02% |
持平 |
0% |
|
PG
|
宝洁 |
315,400 |
0.29 |
0.02% |
持平 |
0% |
|
MDLZ
|
亿滋 |
578,000 |
0.23 |
0.01% |
持平 |
0% |
|
LILAK
|
LIBERTY LATIN AMERICA LTD |
1,284,020 |
0.19 |
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% |
|
ORCL
|
甲骨文 |
— |
— |
— |
清仓 |
-100% |