伯克希尔哈撒韦 2021 Q1 美股持仓列表
持有证券数：46，总市值：2,704（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 |
887,135,554 |
1,084 |
40.07% |
持平 |
0% |
|
BAC
|
美国银行 |
1,010,100,606 |
391 |
14.45% |
持平 |
0% |
|
AXP
|
美国运通 |
151,610,700 |
214 |
7.93% |
持平 |
0% |
|
KO
|
可口可乐 |
400,000,000 |
211 |
7.8% |
持平 |
0% |
|
KHC
|
卡夫亨氏 |
325,634,818 |
130 |
4.82% |
持平 |
0% |
|
VZ
|
Verizon |
158,824,575 |
92.4 |
3.42% |
加仓 |
+8.3% |
|
MCO
|
穆迪 |
24,669,778 |
73.7 |
2.72% |
持平 |
0% |
|
USB
|
美国合众银行 |
129,687,084 |
71.7 |
2.65% |
减仓 |
-1.1% |
|
DVA
|
德威特 |
36,095,570 |
38.9 |
1.44% |
持平 |
0% |
|
GM
|
通用汽车 |
67,000,000 |
38.5 |
1.42% |
减仓 |
-7.6% |
|
BK
|
纽约梅隆银行 |
72,357,453 |
34.2 |
1.27% |
持平 |
0% |
|
CHTR
|
特许通讯公司 |
5,213,461 |
32.2 |
1.19% |
持平 |
0% |
|
92343E102
|
VERISIGN INC |
12,815,613 |
25.5 |
0.94% |
持平 |
0% |
|
CVX
|
雪佛龙 |
23,672,271 |
24.8 |
0.92% |
减仓 |
-51.2% |
|
ABBV
|
艾伯维公司 |
22,868,178 |
24.7 |
0.92% |
减仓 |
-10.4% |
|
V
|
维萨卡 |
9,987,460 |
21.1 |
0.78% |
持平 |
0% |
|
BMY
|
百时美施贵宝 |
31,032,227 |
19.6 |
0.72% |
减仓 |
-6.9% |
|
LSXMK
|
自由媒体SiriusXM |
43,208,291 |
19.1 |
0.7% |
持平 |
0% |
|
KR
|
克罗格 |
51,060,296 |
18.4 |
0.68% |
加仓 |
+52.3% |
|
AMZN
|
亚马逊 |
533,300 |
16.5 |
0.61% |
持平 |
0% |
|
MA
|
万事达 |
4,564,756 |
16.3 |
0.6% |
持平 |
0% |
|
SNOW
|
Showflake |
6,125,376 |
14.0 |
0.52% |
持平 |
0% |
|
MRK
|
默沙东 |
17,882,388 |
13.8 |
0.51% |
减仓 |
-37.7% |
|
RH
|
RH |
1,756,448 |
10.5 |
0.39% |
加仓 |
+1.4% |
|
AON
|
怡安 |
4,096,146 |
9.4 |
0.35% |
新进 |
— |
|
STOR
|
STORE CAP CORP |
24,415,168 |
8.2 |
0.3% |
持平 |
0% |
|
TMUS
|
T-Mobile US |
5,242,000 |
6.6 |
0.24% |
持平 |
0% |
|
LSXMA
|
Liberty SiriusxM A股 |
14,860,360 |
6.6 |
0.24% |
持平 |
0% |
|
STNE
|
STONECO LTD |
10,695,448 |
6.5 |
0.24% |
减仓 |
-24.5% |
|
MMC
|
威达信 |
5,287,526 |
6.4 |
0.24% |
加仓 |
+23.9% |
|
GL
|
GLOBE LIFE INC |
6,353,727 |
6.1 |
0.23% |
持平 |
0% |
|
TEVA
|
TEVA PHARMACEUTICAL INDS LTD |
42,789,295 |
4.9 |
0.18% |
持平 |
0% |
|
AXTA
|
AXALTA COATING SYS LTD |
13,887,037 |
4.1 |
0.15% |
减仓 |
-40.7% |
|
SIRI
|
SIRIUS XM HLDGS INC |
43,658,800 |
2.7 |
0.1% |
减仓 |
-12.7% |
|
LBTYK
|
LIBERTY GLOBAL PLC |
7,346,968 |
1.9 |
0.07% |
持平 |
0% |
|
BIIB
|
Blogen制药 |
643,022 |
1.8 |
0.07% |
持平 |
0% |
|
LBTYA
|
LIBERTY GLOBAL PLC |
3,359,831 |
0.86 |
0.03% |
减仓 |
-81.3% |
|
JNJ
|
强生 |
327,100 |
0.54 |
0.02% |
持平 |
0% |
|
PG
|
宝洁 |
315,400 |
0.43 |
0.02% |
持平 |
0% |
|
MDLZ
|
亿滋 |
578,000 |
0.34 |
0.01% |
持平 |
0% |
|
LILA
|
LIBERTY LATIN AMERICA LTD |
2,630,792 |
0.34 |
0.01% |
持平 |
0% |
|
WFC
|
富国银行 |
675,054 |
0.26 |
0.01% |
减仓 |
-98.7% |
|
LILAK
|
LIBERTY LATIN AMERICA LTD |
1,284,020 |
0.17 |
0.01% |
持平 |
0% |
|
VOO
|
VANGUARD INDEX FDS |
43,000 |
0.16 |
0.01% |
持平 |
0% |
|
78462F103
|
SPDR S&P 500 ETF TR |
39,400 |
0.16 |
0.01% |
持平 |
0% |
|
UPS
|
联合包裹 |
59,400 |
0.10 |
0% |
持平 |
0% |
|
SYF
|
SYNCHRONY FINL |
— |
— |
— |
清仓 |
-100% |
|
SU
|
森科能源 |
— |
— |
— |
清仓 |
-100% |