段永平 2026 Q2 美股持仓列表
持有证券数：18，总市值：191（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 |
27,098,707 |
78.4 |
41.05% |
减仓 |
-6.4% |
|
BRK.B
|
伯克希尔哈撒韦 |
9,229,696 |
46.2 |
24.18% |
加仓 |
+0.9% |
|
PDD
|
拼多多 |
25,022,094 |
19.1 |
9.99% |
加仓 |
+26.7% |
|
TSLA
|
特斯拉 |
3,380,400 |
14.2 |
7.44% |
减仓 |
-0.8% |
|
NVDA
|
英伟达 |
6,280,675 |
12.6 |
6.58% |
减仓 |
-54.6% |
|
GOOG
|
谷歌C |
1,968,600 |
7.0 |
3.64% |
减仓 |
-46.9% |
|
OXY
|
西方石油 |
10,261,500 |
5.0 |
2.61% |
持平 |
0% |
|
MSFT
|
微软 |
754,100 |
2.8 |
1.47% |
减仓 |
-25.8% |
|
G25457105
|
CREDO TECHNOLOGY GROUP HOLDI |
701,200 |
1.9 |
1% |
减仓 |
-6.7% |
|
UNH
|
联合健康 |
399,600 |
1.7 |
0.87% |
减仓 |
-33.6% |
|
DIS
|
迪土尼 |
1,706,600 |
1.6 |
0.86% |
加仓 |
+12.9% |
|
BABA
|
阿里巴巴 |
301,400 |
0.29 |
0.15% |
新进 |
— |
|
172573107
|
CIRCLE INTERNET GROUP INC |
200,000 |
0.13 |
0.07% |
持平 |
0% |
|
PLTR
|
Palantir |
60,000 |
0.07 |
0.04% |
持平 |
0% |
|
SNPS
|
新思科技 |
10,000 |
0.04 |
0.02% |
持平 |
0% |
|
SNOW
|
Showflake |
10,000 |
0.03 |
0.01% |
持平 |
0% |
|
88023B103
|
TEMPUS AI INC |
20,000 |
0.01 |
0.01% |
持平 |
0% |
|
INOD
|
INNODATA INC |
10,000 |
0.01 |
0% |
持平 |
0% |
|
TSM
|
台积电 |
— |
— |
— |
清仓 |
-100% |
|
CRWD
|
CrowdStrike Holdings, Inc. |
— |
— |
— |
清仓 |
-100% |