比尔及梅琳达·盖茨基金会 2023 Q3 美股持仓列表
持有证券数：74，总市值：389（亿美元）
| 代码 |
公司 |
持股数 |
市值（亿美元） |
占比 |
调整 |
调整比例 |
|
MSFT
|
微软 |
39,286,170 |
124 |
31.88% |
加仓 |
+0.1% |
|
BRK.B
|
伯克希尔哈撒韦 |
22,529,601 |
78.9 |
20.28% |
减仓 |
-10.4% |
|
CNI
|
加拿大国家铁路 |
54,826,786 |
59.4 |
15.26% |
持平 |
0% |
|
WM
|
美国废物管理 |
35,234,344 |
53.7 |
13.8% |
持平 |
0% |
|
CAT
|
卡特彼勒 |
7,353,614 |
20.1 |
5.16% |
持平 |
0% |
|
DE
|
约翰迪尔 |
3,917,693 |
14.8 |
3.8% |
持平 |
0% |
|
ECL
|
艺康 |
5,218,044 |
8.8 |
2.27% |
持平 |
0% |
|
KOF
|
可口可乐Femsa装瓶 |
6,214,719 |
4.9 |
1.25% |
持平 |
0% |
|
WMT
|
沃尔玛 |
3,030,159 |
4.8 |
1.25% |
加仓 |
+0.3% |
|
FDX
|
联邦快递 |
1,534,362 |
4.1 |
1.04% |
持平 |
0% |
|
WCN
|
Waste Connections |
2,149,175 |
2.9 |
0.74% |
持平 |
0% |
|
SDGR
|
Schrodinger, Inc. |
6,981,664 |
2.0 |
0.51% |
持平 |
0% |
|
CPNG
|
Coupang |
9,248,045 |
1.6 |
0.4% |
持平 |
0% |
|
CCI
|
CROWN CASTLE INC. |
1,420,072 |
1.3 |
0.34% |
持平 |
0% |
|
UPS
|
联合包裹 |
755,089 |
1.2 |
0.3% |
加仓 |
+1.9% |
|
MSGw
|
Madison Square Garden Sports Corp. |
592,406 |
1.0 |
0.27% |
持平 |
0% |
|
BUD
|
百威英博 |
1,703,000 |
0.94 |
0.24% |
持平 |
0% |
|
DHR
|
丹纳赫 |
373,000 |
0.93 |
0.24% |
持平 |
0% |
|
KHC
|
卡夫亨氏 |
2,622,600 |
0.88 |
0.23% |
持平 |
0% |
|
HRL
|
荷美尔食品 |
2,195,290 |
0.83 |
0.21% |
持平 |
0% |
|
CVNA
|
CARVANA CO. |
520,000 |
0.22 |
0.06% |
持平 |
0% |
|
ONON
|
昂跑 |
500,000 |
0.14 |
0.04% |
持平 |
0% |
|
AAPL
|
苹果 |
52,815 |
0.09 |
0.02% |
新进 |
— |
|
META
|
Meta |
27,035 |
0.08 |
0.02% |
新进 |
— |
|
IYW
|
iShares U.S. Technology ETF |
57,600 |
0.06 |
0.02% |
新进 |
— |
|
AMZN
|
亚马逊 |
44,000 |
0.06 |
0.01% |
新进 |
— |
|
ETN
|
伊顿公司 |
26,100 |
0.06 |
0.01% |
新进 |
— |
|
AVGO
|
博通 |
6,500 |
0.05 |
0.01% |
新进 |
— |
|
BKNG
|
Booking Holdiing |
1,650 |
0.05 |
0.01% |
新进 |
— |
|
GOOGL
|
谷歌A |
38,400 |
0.05 |
0.01% |
新进 |
— |
|
JPM
|
摩根大通 |
29,600 |
0.04 |
0.01% |
新进 |
— |
|
ORCL
|
甲骨文 |
39,800 |
0.04 |
0.01% |
新进 |
— |
|
AMP
|
阿狀普莱斯金融 |
12,400 |
0.04 |
0.01% |
新进 |
— |
|
NVDA
|
英伟达 |
9,165 |
0.04 |
0.01% |
新进 |
— |
|
XLK
|
SPDR Technology Select Sector ETF |
24,300 |
0.04 |
0.01% |
新进 |
— |
|
PHM
|
帕尔迪 |
53,500 |
0.04 |
0.01% |
新进 |
— |
|
TJX
|
TJX Companies |
42,500 |
0.04 |
0.01% |
新进 |
— |
|
ANTM
|
Anthem |
8,500 |
0.04 |
0.01% |
新进 |
— |
|
CVX
|
雪佛龙 |
21,500 |
0.04 |
0.01% |
新进 |
— |
|
UL
|
联合利华 |
72,610 |
0.04 |
0.01% |
新进 |
— |
|
PG
|
宝洁 |
22,975 |
0.03 |
0.01% |
新进 |
— |
|
CSCO
|
思科 |
62,000 |
0.03 |
0.01% |
新进 |
— |
|
TT
|
Trane技术 |
15,900 |
0.03 |
0.01% |
新进 |
— |
|
V
|
维萨卡 |
14,000 |
0.03 |
0.01% |
新进 |
— |
|
AMAT
|
应用材料公司 |
22,800 |
0.03 |
0.01% |
新进 |
— |
|
AMGN
|
安进 |
11,050 |
0.03 |
0.01% |
新进 |
— |
|
TMO
|
赛默飞世尔科技 |
5,675 |
0.03 |
0.01% |
新进 |
— |
|
UNH
|
联合健康 |
5,665 |
0.03 |
0.01% |
新进 |
— |
|
VRM
|
Vroom, Inc. |
2,500,000 |
0.03 |
0.01% |
持平 |
0% |
|
ADBE
|
Adobe |
5,485 |
0.03 |
0.01% |
新进 |
— |
|
SLB
|
断伦贝谢 |
47,005 |
0.03 |
0.01% |
新进 |
— |
|
TOT
|
Total S.A. ADR |
38,500 |
0.03 |
0.01% |
新进 |
— |
|
LMT
|
洛克希德-马丁 |
5,900 |
0.02 |
0.01% |
新进 |
— |
|
JNJ
|
强生 |
14,945 |
0.02 |
0.01% |
新进 |
— |
|
NSC
|
诺福克南方铁路运输 |
11,700 |
0.02 |
0.01% |
新进 |
— |
|
GS
|
高盛 |
7,060 |
0.02 |
0.01% |
新进 |
— |
|
MS
|
摩根士丹利 |
27,880 |
0.02 |
0.01% |
新进 |
— |
|
CVS
|
西維斯 |
32,500 |
0.02 |
0.01% |
新进 |
— |
|
PFE
|
辉瑞 |
68,000 |
0.02 |
0.01% |
新进 |
— |
|
PNC
|
PNC金融服务 |
17,400 |
0.02 |
0.01% |
新进 |
— |
|
CB
|
安达保险 |
10,250 |
0.02 |
0.01% |
新进 |
— |
|
KBWB
|
Invesco KBW Bank ETF |
50,270 |
0.02 |
0.01% |
新进 |
— |
|
XOM
|
埃克森美孚 |
17,000 |
0.02 |
0.01% |
新进 |
— |
|
EMN
|
EASTMAN CHEMICAL CO |
25,000 |
0.02 |
0% |
新进 |
— |
|
LOW
|
劳氏 |
8,983 |
0.02 |
0% |
新进 |
— |
|
GOOG
|
谷歌C |
14,000 |
0.02 |
0% |
新进 |
— |
|
MRK
|
默沙东 |
17,740 |
0.02 |
0% |
新进 |
— |
|
AMT
|
美国电塔 |
11,000 |
0.02 |
0% |
新进 |
— |
|
XLP
|
SPDR Consumer Staples Select Sector ETF |
25,500 |
0.02 |
0% |
新进 |
— |
|
HD
|
家得宝 |
5,692 |
0.02 |
0% |
新进 |
— |
|
TGT
|
Target Corporation |
15,200 |
0.02 |
0% |
新进 |
— |
|
PEP
|
百事 |
9,700 |
0.02 |
0% |
新进 |
— |
|
75513E101
|
RTX CORPORATION |
20,200 |
0.01 |
0% |
新进 |
— |
|
DIS
|
迪土尼 |
16,800 |
0.01 |
0% |
新进 |
— |