伯克希尔哈撒韦 2026 Q2 美股持仓列表
持有证券数：29，总市值：2,993（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 |
227,917,808 |
660 |
22.04% |
持平 |
0% |
|
AXP
|
美国运通 |
151,610,700 |
513 |
17.14% |
持平 |
0% |
|
KO
|
可口可乐 |
400,000,000 |
325 |
10.86% |
持平 |
0% |
|
GOOGL
|
谷歌A |
78,791,167 |
282 |
9.41% |
加仓 |
+45.2% |
|
BAC
|
美国银行 |
483,394,015 |
275 |
9.2% |
减仓 |
-5.9% |
|
CVX
|
雪佛龙 |
84,375,856 |
140 |
4.67% |
持平 |
0% |
|
OXY
|
西方石油 |
264,941,431 |
129 |
4.3% |
持平 |
0% |
|
CB
|
安达保险 |
34,249,183 |
117 |
3.9% |
持平 |
0% |
|
MCO
|
穆迪 |
24,669,778 |
112 |
3.73% |
持平 |
0% |
|
GOOG
|
谷歌C |
27,188,433 |
96.1 |
3.21% |
加仓 |
+658.3% |
|
KHC
|
卡夫亨氏 |
325,634,818 |
76.9 |
2.57% |
持平 |
0% |
|
DVA
|
德威特 |
28,880,209 |
64.3 |
2.15% |
减仓 |
-4.1% |
|
DAL
|
达美航空 |
57,320,000 |
53.7 |
1.79% |
加仓 |
+44% |
|
829933100
|
SIRIUS XM HOLDINGS INC |
124,807,117 |
36.9 |
1.23% |
持平 |
0% |
|
92343E102
|
VERISIGN INC |
8,989,880 |
22.6 |
0.76% |
持平 |
0% |
|
KR
|
克罗格 |
39,000,000 |
21.7 |
0.72% |
减仓 |
-22% |
|
ALLY
|
联合汽车金融公司 |
27,000,000 |
12.4 |
0.41% |
减仓 |
-6.9% |
|
LEN
|
Lennar |
13,111,741 |
11.9 |
0.4% |
加仓 |
+29.8% |
|
530909308
|
LIBERTY LIVE HOLDINGS INC |
10,587,143 |
11.2 |
0.37% |
持平 |
0% |
|
NYT
|
NEW YORK TIMES CO |
15,700,000 |
11.0 |
0.37% |
加仓 |
+3.7% |
|
COF
|
第一资本信货 |
3,000,000 |
6.0 |
0.2% |
减仓 |
-58% |
|
530909100
|
LIBERTY LIVE HOLDINGS INC |
4,986,588 |
5.0 |
0.17% |
持平 |
0% |
|
LPX
|
LOUISIANA-PACIFIC CORP |
5,664,793 |
4.5 |
0.15% |
持平 |
0% |
|
NUE
|
紐柯钢铁 |
1,857,752 |
4.1 |
0.14% |
减仓 |
-52.5% |
|
M
|
Macy's, Inc. |
7,347,426 |
1.7 |
0.06% |
加仓 |
+141.8% |
|
NVR
|
NVR |
11,112 |
0.76 |
0.03% |
持平 |
0% |
|
LEN.B
|
莲娜 |
298,117 |
0.26 |
0.01% |
加仓 |
+25.4% |
|
JEF
|
Jefferies Financial Group Inc. |
433,558 |
0.22 |
0.01% |
持平 |
0% |
|
DHI
|
程顿房屋 |
3,564 |
0.01 |
0% |
新进 |
— |
|
STZ
|
星座品牌 |
— |
— |
— |
清仓 |
-100% |