伯克希尔哈撒韦 2023 Q2 美股持仓列表
持有证券数：48，总市值：3,482（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 |
1,776 |
51% |
持平 |
0% |
|
BAC
|
美国银行 |
1,032,852,006 |
296 |
8.51% |
持平 |
0% |
|
AXP
|
美国运通 |
151,610,700 |
264 |
7.59% |
持平 |
0% |
|
KO
|
可口可乐 |
400,000,000 |
241 |
6.92% |
持平 |
0% |
|
CVX
|
雪佛龙 |
123,120,120 |
194 |
5.56% |
减仓 |
-7% |
|
OXY
|
西方石油 |
224,129,192 |
132 |
3.78% |
加仓 |
+5.9% |
|
KHC
|
卡夫亨氏 |
325,634,818 |
116 |
3.32% |
持平 |
0% |
|
MCO
|
穆迪 |
24,669,778 |
85.8 |
2.46% |
持平 |
0% |
|
HPQ
|
惠普 |
120,952,818 |
37.1 |
1.07% |
持平 |
0% |
|
DVA
|
德威特 |
36,095,570 |
36.3 |
1.04% |
持平 |
0% |
|
92343E102
|
VERISIGN INC |
12,815,613 |
29.0 |
0.83% |
持平 |
0% |
|
C
|
花旗集团 |
55,244,797 |
25.4 |
0.73% |
持平 |
0% |
|
KR
|
克罗格 |
50,000,000 |
23.5 |
0.67% |
持平 |
0% |
|
V
|
维萨卡 |
8,297,460 |
19.7 |
0.57% |
持平 |
0% |
|
MA
|
万事达 |
3,986,648 |
15.7 |
0.45% |
持平 |
0% |
|
AON
|
怡安 |
4,335,000 |
15.0 |
0.43% |
持平 |
0% |
|
PARA
|
派拉蒙全球 |
93,730,975 |
14.9 |
0.43% |
持平 |
0% |
|
LSXMK
|
自由媒体SiriusXM |
43,208,291 |
14.1 |
0.41% |
持平 |
0% |
|
CHTR
|
特许通讯公司 |
3,828,941 |
14.1 |
0.4% |
持平 |
0% |
|
AMZN
|
亚马逊 |
10,551,000 |
13.8 |
0.4% |
持平 |
0% |
|
COF
|
第一资本信货 |
12,471,030 |
13.6 |
0.39% |
加仓 |
+25.7% |
|
ATVI
|
Activision Blizzard, Inc. |
14,658,121 |
12.4 |
0.35% |
减仓 |
-70.4% |
|
SNOW
|
Showflake |
6,125,376 |
10.8 |
0.31% |
持平 |
0% |
|
GM
|
通用汽车 |
22,000,000 |
8.5 |
0.24% |
减仓 |
-45% |
|
NU
|
Nu Holdings |
107,118,784 |
8.5 |
0.24% |
持平 |
0% |
|
ALLY
|
联合汽车金融公司 |
29,000,000 |
7.8 |
0.22% |
持平 |
0% |
|
TMUS
|
T-Mobile US |
5,242,000 |
7.3 |
0.21% |
持平 |
0% |
|
DHI
|
程顿房屋 |
5,969,714 |
7.3 |
0.21% |
新进 |
— |
|
LSXMA
|
Liberty SiriusxM A股 |
20,207,680 |
6.6 |
0.19% |
持平 |
0% |
|
MKL
|
Markel Corp |
471,661 |
6.5 |
0.19% |
持平 |
0% |
|
CE
|
Celanese Corp |
5,358,535 |
6.2 |
0.18% |
减仓 |
-39.2% |
|
FWONK
|
Liberty Formula One |
7,722,451 |
5.8 |
0.17% |
持平 |
0% |
|
LPX
|
LOUISIANA-PACIFIC CORP |
7,044,909 |
5.3 |
0.15% |
持平 |
0% |
|
FND
|
Floor & Decor Holdings, Inc. |
4,780,000 |
5.0 |
0.14% |
持平 |
0% |
|
GL
|
Globe Life Inc. |
2,515,574 |
2.8 |
0.08% |
减仓 |
-60.4% |
|
STNE
|
StoneCo Ltd. |
10,695,448 |
1.4 |
0.04% |
持平 |
0% |
|
NVR
|
NVR |
11,112 |
0.71 |
0.02% |
新进 |
— |
|
JNJ
|
强生 |
327,100 |
0.54 |
0.02% |
持平 |
0% |
|
PG
|
宝洁 |
315,400 |
0.48 |
0.01% |
持平 |
0% |
|
MDLZ
|
亿滋 |
578,000 |
0.42 |
0.01% |
持平 |
0% |
|
DEO
|
帝亚吉欧 |
227,750 |
0.40 |
0.01% |
持平 |
0% |
|
LILA
|
Liberty Latin America Ltd. |
2,630,792 |
0.23 |
0.01% |
持平 |
0% |
|
VOO
|
Vanguard S&P 500 ETF |
43,000 |
0.18 |
0.01% |
持平 |
0% |
|
78462F103
|
State Street SPDR S&P 500 ETF Trust |
39,400 |
0.17 |
0.01% |
持平 |
0% |
|
LEN.B
|
莲娜 |
152,572 |
0.17 |
0% |
新进 |
— |
|
JEF
|
Jefferies Financial Group Inc. |
433,558 |
0.14 |
0% |
持平 |
0% |
|
LILAK
|
Liberty Latin America Ltd. |
1,284,020 |
0.11 |
0% |
持平 |
0% |
|
UPS
|
联合包裹 |
59,400 |
0.11 |
0% |
持平 |
0% |
|
MCK
|
麦克森公司 |
— |
— |
— |
清仓 |
-100% |
|
MMC
|
威达信 |
— |
— |
— |
清仓 |
-100% |
|
VTS
|
Vitesse Energy, Inc. |
— |
— |
— |
清仓 |
-100% |