伯克希尔哈撒韦 2025 Q1 美股持仓列表
持有证券数:36,总市值:2,587(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 |
300,000,000 |
666 |
25.76% |
持平 |
0% |
|
AXP
|
美国运通 |
151,610,700 |
408 |
15.77% |
持平 |
0% |
|
KO
|
可口可乐 |
400,000,000 |
286 |
11.07% |
持平 |
0% |
|
BAC
|
美国银行 |
631,573,531 |
264 |
10.19% |
减仓 |
-7.2% |
|
CVX
|
雪佛龙 |
118,610,534 |
198 |
7.67% |
持平 |
0% |
|
OXY
|
西方石油 |
264,941,431 |
131 |
5.06% |
加仓 |
+0.3% |
|
MCO
|
穆迪 |
24,669,778 |
115 |
4.44% |
持平 |
0% |
|
KHC
|
卡夫亨氏 |
325,634,818 |
99.1 |
3.83% |
持平 |
0% |
|
CB
|
安达保险 |
27,033,784 |
81.6 |
3.16% |
持平 |
0% |
|
DVA
|
德威特 |
35,142,479 |
53.8 |
2.08% |
减仓 |
-2.6% |
|
KR
|
克罗格 |
50,000,000 |
33.8 |
1.31% |
持平 |
0% |
|
92343E102
|
VERISIGN INC |
13,289,880 |
33.7 |
1.3% |
加仓 |
+0.1% |
|
V
|
维萨卡 |
8,297,460 |
29.1 |
1.12% |
持平 |
0% |
|
829933100
|
SIRIUS XM HOLDINGS INC |
119,776,692 |
27.0 |
1.04% |
加仓 |
+2% |
|
STZ
|
星座品牌 |
12,009,000 |
22.0 |
0.85% |
加仓 |
+113.5% |
|
MA
|
万事达 |
3,986,648 |
21.9 |
0.84% |
持平 |
0% |
|
AMZN
|
亚马逊 |
10,000,000 |
19.0 |
0.74% |
持平 |
0% |
|
AON
|
怡安 |
4,100,000 |
16.4 |
0.63% |
持平 |
0% |
|
COF
|
第一资本信货 |
7,150,000 |
12.8 |
0.5% |
减仓 |
-4% |
|
DPZ
|
DOMINOS PIZZA INC |
2,620,613 |
12.0 |
0.47% |
加仓 |
+10% |
|
ALLY
|
联合汽车金融公司 |
29,000,000 |
10.6 |
0.41% |
持平 |
0% |
|
TMUS
|
T-Mobile US |
3,883,145 |
10.4 |
0.4% |
减仓 |
-10.7% |
|
LLYVK
|
Liberty Media Corporation - Ser |
10,917,661 |
7.4 |
0.29% |
持平 |
0% |
|
CHTR
|
特许通讯公司 |
1,984,259 |
7.3 |
0.28% |
减仓 |
-0.4% |
|
LPX
|
LOUISIANA-PACIFIC CORP |
5,664,793 |
5.2 |
0.2% |
持平 |
0% |
|
POOL
|
POOL CORP |
1,464,000 |
4.7 |
0.18% |
加仓 |
+144.5% |
|
LLYVA
|
Liberty Media Corporation - Ser |
4,986,588 |
3.4 |
0.13% |
持平 |
0% |
|
FWONK
|
Liberty Formula One |
3,512,000 |
3.2 |
0.12% |
减仓 |
-48.4% |
|
HEI.A
|
Heico Corporation Common Stock |
1,162,088 |
2.5 |
0.09% |
加仓 |
+10.7% |
|
NVR
|
NVR |
11,112 |
0.80 |
0.03% |
持平 |
0% |
|
DEO
|
帝亚吉欧 |
227,750 |
0.24 |
0.01% |
持平 |
0% |
|
JEF
|
Jefferies Financial Group Inc. |
433,558 |
0.23 |
0.01% |
持平 |
0% |
|
LILA
|
Liberty Latin America Ltd. |
2,630,792 |
0.17 |
0.01% |
持平 |
0% |
|
LEN.B
|
莲娜 |
152,572 |
0.17 |
0.01% |
持平 |
0% |
|
047726302
|
ATLANTA BRAVES HLDGS INC |
223,645 |
0.09 |
0% |
持平 |
0% |
|
LILAK
|
Liberty Latin America Ltd. |
1,284,020 |
0.08 |
0% |
持平 |
0% |
|
C
|
花旗集团 |
— |
— |
— |
清仓 |
-100% |
|
NU
|
Nu Holdings |
— |
— |
— |
清仓 |
-100% |