段永平 2026 Q1 美股持仓列表
持有证券数：19，总市值：200（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 |
28,945,607 |
73.5 |
36.72% |
减仓 |
-10.5% |
|
BRK.B
|
伯克希尔哈撒韦 |
9,147,796 |
43.8 |
21.91% |
加仓 |
+27.5% |
|
NVDA
|
英伟达 |
13,843,775 |
24.1 |
12.07% |
加仓 |
+91.3% |
|
PDD
|
拼多多 |
19,748,294 |
20.2 |
10.09% |
加仓 |
+71.2% |
|
TSLA
|
特斯拉 |
3,408,900 |
12.7 |
6.34% |
新进 |
— |
|
GOOG
|
谷歌C |
3,706,000 |
10.6 |
5.31% |
加仓 |
+99.7% |
|
OXY
|
西方石油 |
10,261,500 |
6.7 |
3.33% |
减仓 |
-22.1% |
|
MSFT
|
微软 |
1,016,000 |
3.8 |
1.88% |
加仓 |
+18.3% |
|
UNH
|
联合健康 |
601,400 |
1.6 |
0.81% |
新进 |
— |
|
DIS
|
迪土尼 |
1,511,800 |
1.5 |
0.73% |
加仓 |
+112.3% |
|
G25457105
|
CREDO TECHNOLOGY GROUP HOLDI |
751,200 |
0.71 |
0.35% |
加仓 |
+431.6% |
|
TSM
|
台积电 |
151,200 |
0.51 |
0.26% |
减仓 |
-87.7% |
|
172573107
|
CIRCLE INTERNET GROUP INC |
200,000 |
0.19 |
0.1% |
新进 |
— |
|
PLTR
|
Palantir |
60,000 |
0.09 |
0.04% |
新进 |
— |
|
SNPS
|
新思科技 |
10,000 |
0.04 |
0.02% |
新进 |
— |
|
CRWD
|
CrowdStrike Holdings, Inc. |
10,000 |
0.04 |
0.02% |
新进 |
— |
|
SNOW
|
Showflake |
10,000 |
0.02 |
0.01% |
新进 |
— |
|
88023B103
|
TEMPUS AI INC |
20,000 |
0.01 |
0% |
减仓 |
-81.8% |
|
INOD
|
INNODATA INC |
10,000 |
0.00 |
0% |
新进 |
— |
|
BABA
|
阿里巴巴 |
— |
— |
— |
清仓 |
-100% |
|
21873S108
|
CoreWeave Inc |
— |
— |
— |
清仓 |
-100% |
|
ASML
|
阿斯麦 |
— |
— |
— |
清仓 |
-100% |