伯克希尔哈撒韦 2019 Q1 美股持仓列表
持有证券数：48，总市值：1,995（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 |
474 |
23.77% |
持平 |
0% |
|
BAC
|
美国银行 |
896,167,600 |
247 |
12.39% |
持平 |
0% |
|
WFC
|
富国银行 |
409,803,773 |
198 |
9.93% |
减仓 |
-4% |
|
KO
|
可口可乐 |
400,000,000 |
187 |
9.4% |
持平 |
0% |
|
AXP
|
美国运通 |
151,610,700 |
166 |
8.31% |
持平 |
0% |
|
KHC
|
卡夫亨氏 |
325,634,818 |
106 |
5.33% |
持平 |
0% |
|
USB
|
美国合众银行 |
129,308,831 |
62.3 |
3.12% |
持平 |
0% |
|
JPM
|
摩根大通 |
59,514,932 |
60.2 |
3.02% |
加仓 |
+18.8% |
|
MCO
|
穆迪 |
24,669,778 |
44.7 |
2.24% |
持平 |
0% |
|
BK
|
纽约梅隆银行 |
80,937,250 |
40.8 |
2.05% |
持平 |
0% |
|
DAL
|
达美航空 |
70,910,456 |
36.6 |
1.84% |
加仓 |
+8.2% |
|
GS
|
高盛 |
18,353,635 |
35.2 |
1.77% |
持平 |
0% |
|
LUV
|
西南航空 |
53,649,213 |
27.8 |
1.4% |
减仓 |
-2.2% |
|
GM
|
通用汽车 |
72,269,696 |
26.8 |
1.34% |
持平 |
0% |
|
92343E102
|
VERISIGN INC |
12,952,745 |
23.5 |
1.18% |
持平 |
0% |
|
DVA
|
德威特 |
38,565,570 |
20.9 |
1.05% |
持平 |
0% |
|
CHTR
|
特许通讯公司 |
5,710,711 |
19.8 |
0.99% |
减仓 |
-18.8% |
|
UAL
|
UNITED CONTL HLDGS INC |
21,938,642 |
17.5 |
0.88% |
持平 |
0% |
|
USG
|
U S G CORP |
39,002,016 |
16.9 |
0.85% |
持平 |
0% |
|
V
|
维萨卡 |
10,562,460 |
16.5 |
0.83% |
持平 |
0% |
|
AAL
|
AMERICAN AIRLS GROUP INC |
43,700,000 |
13.9 |
0.7% |
持平 |
0% |
|
LSXMK
|
自由媒体SiriusXM |
31,090,985 |
11.9 |
0.6% |
持平 |
0% |
|
MA
|
万事达 |
4,934,756 |
11.6 |
0.58% |
持平 |
0% |
|
PNC
|
PNC金融服务 |
8,671,054 |
10.6 |
0.53% |
加仓 |
+4.9% |
|
COST
|
好市多 |
4,333,363 |
10.5 |
0.53% |
持平 |
0% |
|
756577102
|
RED HAT INC |
5,110,471 |
9.3 |
0.47% |
加仓 |
+22.4% |
|
AMZN
|
亚马逊 |
483,300 |
8.6 |
0.43% |
新进 |
— |
|
MTB
|
美国制商银行 |
5,382,040 |
8.5 |
0.42% |
持平 |
0% |
|
TRV
|
旅行者财产险集团 |
5,958,391 |
8.2 |
0.41% |
持平 |
0% |
|
SIRI
|
SIRIUS XM HLDGS INC |
137,915,729 |
7.8 |
0.39% |
持平 |
0% |
|
TEVA
|
TEVA PHARMACEUTICAL INDS LTD |
43,249,295 |
6.8 |
0.34% |
持平 |
0% |
|
SYF
|
SYNCHRONY FINL |
20,803,000 |
6.6 |
0.33% |
持平 |
0% |
|
STOR
|
STORE CAP CORP |
18,621,674 |
6.2 |
0.31% |
持平 |
0% |
|
AXTA
|
AXALTA COATING SYS LTD |
24,264,000 |
6.1 |
0.31% |
持平 |
0% |
|
STNE
|
STONECO LTD |
14,166,748 |
5.8 |
0.29% |
持平 |
0% |
|
LSXMA
|
Liberty SiriusxM A股 |
14,860,360 |
5.7 |
0.28% |
持平 |
0% |
|
QSRw
|
餐饮品牌国际 |
8,438,225 |
5.5 |
0.28% |
持平 |
0% |
|
PSX
|
Phillips 66 |
5,552,715 |
5.3 |
0.26% |
减仓 |
-53.3% |
|
891027104
|
TORCHMARK CORP |
6,353,727 |
5.2 |
0.26% |
持平 |
0% |
|
LBTYA
|
LIBERTY GLOBAL PLC |
19,791,000 |
4.9 |
0.25% |
持平 |
0% |
|
SU
|
森科能源 |
10,758,000 |
3.5 |
0.17% |
持平 |
0% |
|
LBTYK
|
LIBERTY GLOBAL PLC |
7,346,968 |
1.8 |
0.09% |
持平 |
0% |
|
LILA
|
LIBERTY LATIN AMERICA LTD |
2,714,854 |
0.53 |
0.03% |
持平 |
0% |
|
JNJ
|
强生 |
327,100 |
0.46 |
0.02% |
持平 |
0% |
|
PG
|
宝洁 |
315,400 |
0.33 |
0.02% |
持平 |
0% |
|
MDLZ
|
亿滋 |
578,000 |
0.29 |
0.01% |
持平 |
0% |
|
LILAK
|
LIBERTY LATIN AMERICA LTD |
1,284,020 |
0.25 |
0.01% |
持平 |
0% |
|
UPS
|
联合包裹 |
59,400 |
0.07 |
0% |
持平 |
0% |
|
VZ
|
Verizon |
— |
— |
— |
清仓 |
-100% |