伯克希尔哈撒韦 2025 Q2 美股持仓列表
持有证券数：41，总市值：2,575（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 |
280,000,000 |
574 |
22.31% |
减仓 |
-6.7% |
|
AXP
|
美国运通 |
151,610,700 |
484 |
18.78% |
持平 |
0% |
|
BAC
|
美国银行 |
605,267,375 |
286 |
11.12% |
减仓 |
-4.2% |
|
KO
|
可口可乐 |
400,000,000 |
283 |
10.99% |
持平 |
0% |
|
CVX
|
雪佛龙 |
122,064,792 |
175 |
6.79% |
加仓 |
+2.9% |
|
MCO
|
穆迪 |
24,669,778 |
124 |
4.81% |
持平 |
0% |
|
OXY
|
西方石油 |
264,941,431 |
111 |
4.32% |
持平 |
0% |
|
KHC
|
卡夫亨氏 |
325,634,818 |
84.1 |
3.26% |
持平 |
0% |
|
CB
|
安达保险 |
27,033,784 |
78.3 |
3.04% |
持平 |
0% |
|
DVA
|
德威特 |
33,796,541 |
48.1 |
1.87% |
减仓 |
-3.8% |
|
92343E102
|
VERISIGN INC |
13,289,880 |
38.4 |
1.49% |
持平 |
0% |
|
KR
|
克罗格 |
50,000,000 |
35.9 |
1.39% |
持平 |
0% |
|
V
|
维萨卡 |
8,297,460 |
29.5 |
1.14% |
持平 |
0% |
|
829933100
|
SIRIUS XM HOLDINGS INC |
119,776,692 |
27.5 |
1.07% |
持平 |
0% |
|
MA
|
万事达 |
3,986,648 |
22.4 |
0.87% |
持平 |
0% |
|
AMZN
|
亚马逊 |
10,000,000 |
21.9 |
0.85% |
持平 |
0% |
|
STZ
|
星座品牌 |
13,400,000 |
21.8 |
0.85% |
加仓 |
+11.6% |
|
UNH
|
联合健康 |
5,039,564 |
15.7 |
0.61% |
新进 |
— |
|
COF
|
第一资本信货 |
7,150,000 |
15.2 |
0.59% |
持平 |
0% |
|
AON
|
怡安 |
4,100,000 |
14.6 |
0.57% |
持平 |
0% |
|
DPZ
|
DOMINOS PIZZA INC |
2,633,868 |
11.9 |
0.46% |
加仓 |
+0.5% |
|
ALLY
|
联合汽车金融公司 |
29,000,000 |
11.3 |
0.44% |
持平 |
0% |
|
POOL
|
POOL CORP |
3,458,885 |
10.1 |
0.39% |
加仓 |
+136.3% |
|
LLYVK
|
Liberty Media Corporation - Ser |
10,917,661 |
8.9 |
0.34% |
持平 |
0% |
|
NUE
|
紐柯钢铁 |
6,614,112 |
8.6 |
0.33% |
新进 |
— |
|
LEN
|
Lennar |
7,048,993 |
7.8 |
0.3% |
新进 |
— |
|
LPX
|
LOUISIANA-PACIFIC CORP |
5,664,793 |
4.9 |
0.19% |
持平 |
0% |
|
CHTR
|
特许通讯公司 |
1,060,882 |
4.3 |
0.17% |
减仓 |
-46.5% |
|
LLYVA
|
Liberty Media Corporation - Ser |
4,986,588 |
4.0 |
0.15% |
持平 |
0% |
|
HEI.A
|
Heico Corporation Common Stock |
1,294,612 |
3.3 |
0.13% |
加仓 |
+11.4% |
|
FWONK
|
Liberty Formula One |
3,018,555 |
3.2 |
0.12% |
减仓 |
-14.1% |
|
DHI
|
程顿房屋 |
1,485,350 |
1.9 |
0.07% |
新进 |
— |
|
LAMR
|
LAMAR ADVERTISING CO/NEW |
1,169,507 |
1.4 |
0.06% |
新进 |
— |
|
ALLE
|
Allegion plc |
780,133 |
1.1 |
0.04% |
新进 |
— |
|
NVR
|
NVR |
11,112 |
0.82 |
0.03% |
持平 |
0% |
|
JEF
|
Jefferies Financial Group Inc. |
433,558 |
0.24 |
0.01% |
持平 |
0% |
|
DEO
|
帝亚吉欧 |
227,750 |
0.23 |
0.01% |
持平 |
0% |
|
LEN.B
|
莲娜 |
180,930 |
0.19 |
0.01% |
加仓 |
+18.6% |
|
LILA
|
Liberty Latin America Ltd. |
2,630,792 |
0.16 |
0.01% |
持平 |
0% |
|
047726302
|
ATLANTA BRAVES HLDGS INC |
223,645 |
0.10 |
0% |
持平 |
0% |
|
LILAK
|
Liberty Latin America Ltd. |
1,284,020 |
0.08 |
0% |
持平 |
0% |
|
TMUS
|
T-Mobile US |
— |
— |
— |
清仓 |
-100% |