伯克希尔哈撒韦 2020 Q1 美股持仓列表
持有证券数:50,总市值:1,755(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 |
245,155,566 |
623 |
35.52% |
持平 |
0% |
|
BAC
|
美国银行 |
925,008,600 |
196 |
11.19% |
持平 |
0% |
|
KO
|
可口可乐 |
400,000,000 |
177 |
10.08% |
持平 |
0% |
|
AXP
|
美国运通 |
151,610,700 |
130 |
7.39% |
持平 |
0% |
|
WFC
|
富国银行 |
323,212,918 |
92.8 |
5.28% |
持平 |
0% |
|
KHC
|
卡夫亨氏 |
325,634,818 |
80.6 |
4.59% |
持平 |
0% |
|
MCO
|
穆迪 |
24,669,778 |
52.2 |
2.97% |
持平 |
0% |
|
JPM
|
摩根大通 |
57,714,433 |
52.0 |
2.96% |
减仓 |
-3% |
|
USB
|
美国合众银行 |
132,459,618 |
45.6 |
2.6% |
持平 |
0% |
|
DVA
|
德威特 |
38,095,570 |
29.0 |
1.65% |
减仓 |
-1.2% |
|
BK
|
纽约梅隆银行 |
79,765,057 |
26.9 |
1.53% |
持平 |
0% |
|
CHTR
|
特许通讯公司 |
5,426,609 |
23.7 |
1.35% |
持平 |
0% |
|
92343E102
|
VERISIGN INC |
12,815,613 |
23.1 |
1.31% |
减仓 |
-1.1% |
|
DAL
|
达美航空 |
71,886,963 |
20.5 |
1.17% |
加仓 |
+1.4% |
|
LUV
|
西南航空 |
53,642,713 |
19.1 |
1.09% |
减仓 |
-0% |
|
V
|
维萨卡 |
10,562,460 |
17.0 |
0.97% |
持平 |
0% |
|
GM
|
通用汽车 |
74,681,000 |
15.5 |
0.88% |
减仓 |
-0.4% |
|
COST
|
好市多 |
4,333,363 |
12.4 |
0.7% |
持平 |
0% |
|
MA
|
万事达 |
4,934,756 |
11.9 |
0.68% |
持平 |
0% |
|
AMZN
|
亚马逊 |
533,300 |
10.4 |
0.59% |
减仓 |
-0.7% |
|
LSXMK
|
自由媒体SiriusXM |
30,850,985 |
9.8 |
0.56% |
减仓 |
-0.8% |
|
PNC
|
PNC金融服务 |
9,197,984 |
8.8 |
0.5% |
加仓 |
+6.1% |
|
UAL
|
UNITED CONTL HLDGS INC |
22,157,608 |
7.0 |
0.4% |
加仓 |
+1% |
|
SIRI
|
SIRIUS XM HLDGS INC |
132,418,729 |
6.5 |
0.37% |
减仓 |
-2.8% |
|
KR
|
克罗格 |
18,940,079 |
5.7 |
0.33% |
持平 |
0% |
|
MTB
|
美国制商银行 |
5,382,040 |
5.6 |
0.32% |
持平 |
0% |
|
AAL
|
AMERICAN AIRLS GROUP INC |
41,909,000 |
5.1 |
0.29% |
减仓 |
-1.4% |
|
LSXMA
|
Liberty SiriusxM A股 |
14,860,360 |
4.7 |
0.27% |
持平 |
0% |
|
GL
|
GLOBE LIFE INC |
6,353,727 |
4.6 |
0.26% |
持平 |
0% |
|
AXTA
|
AXALTA COATING SYS LTD |
24,070,000 |
4.2 |
0.24% |
减仓 |
-0.8% |
|
TEVA
|
TEVA PHARMACEUTICAL INDS LTD |
42,789,295 |
3.8 |
0.22% |
减仓 |
-1.1% |
|
QSRw
|
餐饮品牌国际 |
8,438,225 |
3.4 |
0.19% |
持平 |
0% |
|
STOR
|
STORE CAP CORP |
18,621,674 |
3.4 |
0.19% |
持平 |
0% |
|
SYF
|
SYNCHRONY FINL |
20,128,000 |
3.2 |
0.18% |
减仓 |
-3.2% |
|
LBTYA
|
LIBERTY GLOBAL PLC |
19,310,000 |
3.2 |
0.18% |
减仓 |
-2.4% |
|
STNE
|
STONECO LTD |
14,166,748 |
3.1 |
0.18% |
持平 |
0% |
|
GS
|
高盛 |
1,920,180 |
3.0 |
0.17% |
减仓 |
-84% |
|
SU
|
森科能源 |
14,949,031 |
2.4 |
0.13% |
减仓 |
-0.5% |
|
OXY
|
西方石油 |
18,933,054 |
2.2 |
0.12% |
持平 |
0% |
|
BIIB
|
Blogen制药 |
643,022 |
2.0 |
0.12% |
减仓 |
-0.8% |
|
RH
|
RH |
1,708,348 |
1.7 |
0.1% |
持平 |
0% |
|
LBTYK
|
LIBERTY GLOBAL PLC |
7,346,968 |
1.2 |
0.07% |
持平 |
0% |
|
JNJ
|
强生 |
327,100 |
0.43 |
0.02% |
持平 |
0% |
|
PG
|
宝洁 |
315,400 |
0.35 |
0.02% |
持平 |
0% |
|
MDLZ
|
亿滋 |
578,000 |
0.29 |
0.02% |
持平 |
0% |
|
LILA
|
LIBERTY LATIN AMERICA LTD |
2,630,792 |
0.28 |
0.02% |
减仓 |
-3.1% |
|
LILAK
|
LIBERTY LATIN AMERICA LTD |
1,284,020 |
0.13 |
0.01% |
持平 |
0% |
|
VOO
|
VANGUARD INDEX FDS |
43,000 |
0.10 |
0.01% |
持平 |
0% |
|
SPY
|
标普 500 ETF |
39,400 |
0.10 |
0.01% |
持平 |
0% |
|
UPS
|
联合包裹 |
59,400 |
0.06 |
0% |
持平 |
0% |
|
TRV
|
旅行者财产险集团 |
— |
— |
— |
清仓 |
-100% |
|
PSX
|
Phillips 66 |
— |
— |
— |
清仓 |
-100% |