伯克希尔哈撒韦 2023 Q1 美股持仓列表
持有证券数：48，总市值：3,251（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 |
915,560,382 |
1,510 |
46.44% |
加仓 |
+2.3% |
|
BAC
|
美国银行 |
1,032,852,006 |
295 |
9.09% |
加仓 |
+2.3% |
|
AXP
|
美国运通 |
151,610,700 |
250 |
7.69% |
持平 |
0% |
|
KO
|
可口可乐 |
400,000,000 |
248 |
7.63% |
持平 |
0% |
|
CVX
|
雪佛龙 |
132,407,595 |
216 |
6.65% |
减仓 |
-18.8% |
|
OXY
|
西方石油 |
211,707,119 |
132 |
4.07% |
加仓 |
+8.9% |
|
KHC
|
卡夫亨氏 |
325,634,818 |
126 |
3.87% |
持平 |
0% |
|
MCO
|
穆迪 |
24,669,778 |
75.5 |
2.32% |
持平 |
0% |
|
ATVI
|
Activision Blizzard, Inc. |
49,439,781 |
42.3 |
1.3% |
减仓 |
-6.2% |
|
HPQ
|
惠普 |
120,952,818 |
35.5 |
1.09% |
加仓 |
+15.8% |
|
DVA
|
德威特 |
36,095,570 |
29.3 |
0.9% |
持平 |
0% |
|
92343E102
|
VERISIGN INC |
12,815,613 |
27.1 |
0.83% |
持平 |
0% |
|
C
|
花旗集团 |
55,244,797 |
25.9 |
0.8% |
加仓 |
+0.2% |
|
KR
|
克罗格 |
50,000,000 |
24.7 |
0.76% |
持平 |
0% |
|
PARA
|
派拉蒙全球 |
93,730,975 |
20.9 |
0.64% |
加仓 |
+0.1% |
|
V
|
维萨卡 |
8,297,460 |
18.7 |
0.58% |
持平 |
0% |
|
GM
|
通用汽车 |
40,000,000 |
14.7 |
0.45% |
减仓 |
-20% |
|
MA
|
万事达 |
3,986,648 |
14.5 |
0.45% |
持平 |
0% |
|
CHTR
|
特许通讯公司 |
3,828,941 |
13.7 |
0.42% |
持平 |
0% |
|
AON
|
怡安 |
4,335,000 |
13.7 |
0.42% |
减仓 |
-1.4% |
|
LSXMK
|
自由媒体SiriusXM |
43,208,291 |
12.1 |
0.37% |
持平 |
0% |
|
AMZN
|
亚马逊 |
10,551,000 |
10.9 |
0.34% |
减仓 |
-1.1% |
|
CE
|
Celanese Corp |
8,819,016 |
9.6 |
0.3% |
减仓 |
-9.2% |
|
COF
|
第一资本信货 |
9,922,000 |
9.5 |
0.29% |
新进 |
— |
|
SNOW
|
Showflake |
6,125,376 |
9.5 |
0.29% |
持平 |
0% |
|
MCK
|
麦克森公司 |
2,289,864 |
8.2 |
0.25% |
减仓 |
-19.8% |
|
TMUS
|
T-Mobile US |
5,242,000 |
7.6 |
0.23% |
持平 |
0% |
|
ALLY
|
联合汽车金融公司 |
29,000,000 |
7.4 |
0.23% |
减仓 |
-2.7% |
|
GL
|
Globe Life Inc. |
6,353,727 |
7.0 |
0.22% |
持平 |
0% |
|
MKL
|
Markel Corp |
471,661 |
6.0 |
0.19% |
加仓 |
+0.9% |
|
FWONK
|
Liberty Formula One |
7,722,451 |
5.8 |
0.18% |
持平 |
0% |
|
LSXMA
|
Liberty SiriusxM A股 |
20,207,680 |
5.7 |
0.17% |
持平 |
0% |
|
NU
|
Nu Holdings |
107,118,784 |
5.1 |
0.16% |
持平 |
0% |
|
FND
|
Floor & Decor Holdings, Inc. |
4,780,000 |
4.7 |
0.14% |
持平 |
0% |
|
LPX
|
LOUISIANA-PACIFIC CORP |
7,044,909 |
3.8 |
0.12% |
持平 |
0% |
|
STNE
|
StoneCo Ltd. |
10,695,448 |
1.0 |
0.03% |
持平 |
0% |
|
MMC
|
威达信 |
404,911 |
0.67 |
0.02% |
持平 |
0% |
|
JNJ
|
强生 |
327,100 |
0.51 |
0.02% |
持平 |
0% |
|
PG
|
宝洁 |
315,400 |
0.47 |
0.01% |
持平 |
0% |
|
DEO
|
帝亚吉欧 |
227,750 |
0.41 |
0.01% |
新进 |
— |
|
MDLZ
|
亿滋 |
578,000 |
0.40 |
0.01% |
持平 |
0% |
|
LILA
|
Liberty Latin America Ltd. |
2,630,792 |
0.22 |
0.01% |
持平 |
0% |
|
VOO
|
Vanguard S&P 500 ETF |
43,000 |
0.16 |
0% |
持平 |
0% |
|
78462F103
|
State Street SPDR S&P 500 ETF Trust |
39,400 |
0.16 |
0% |
持平 |
0% |
|
JEF
|
Jefferies Financial Group Inc. |
433,558 |
0.14 |
0% |
持平 |
0% |
|
UPS
|
联合包裹 |
59,400 |
0.12 |
0% |
持平 |
0% |
|
LILAK
|
Liberty Latin America Ltd. |
1,284,020 |
0.11 |
0% |
持平 |
0% |
|
VTS
|
Vitesse Energy, Inc. |
51,026 |
0.01 |
0% |
新进 |
— |
|
BK
|
纽约梅隆银行 |
— |
— |
— |
清仓 |
-100% |
|
RH
|
RH |
— |
— |
— |
清仓 |
-100% |
|
TSM
|
台积电 |
— |
— |
— |
清仓 |
-100% |
|
USB
|
美国合众银行 |
— |
— |
— |
清仓 |
-100% |