巴菲特Q1清仓两家区域银行和台积电，减持通用汽车和雪佛龙等

华尔街见闻2023-05-16

摘要：一季度，伯克希尔哈撒韦清仓区域性银行Bancorp、纽约梅隆银行、豪华家具零售商RH和中国台积电；增持苹果、西方石油公司、惠普、派拉蒙、花旗等七只股票；减持雪佛龙和通用汽车等八只股票；建仓做多Capital One等三只股票。截至一季度末，伯克希尔哈撒韦的重仓股包括苹果、美国银行、美国运通、可口可乐、雪佛龙等。据5月15日周一公布的13F报告显示，巴菲特旗下伯克希尔哈撒韦一季度建仓做多...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2335848551?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/a9e4046d9a1f09a11819eb66716d72e2","is_english":false,"pubTime":"2023-05-16 06:50","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2335848551","market":"us","top_or_hot":-1,"title":"巴菲特Q1清仓两家区域银行和台积电，减持通用汽车和雪佛龙等","media":"华尔街见闻","content":"<div>\n<p>摘要：一季度，伯克希尔哈撒韦清仓区域性银行Bancorp、纽约梅隆银行、豪华家具零售商RH和中国台积电；增持苹果、西方石油公司、惠普、派拉蒙、花旗等七只股票；减持雪佛龙和通用汽车等八只股票；建仓做多Capital One等三只股票。截至一季度末，伯克希尔哈撒韦的重仓股包括苹果、美国银行、美国运通、可口可乐、雪佛龙等。据5月15日周一公布的13F报告显示，巴菲特旗下伯克希尔哈撒韦一季度建仓做多...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023051606495384717aba&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>巴菲特Q1清仓两家区域银行和台积电，减持通用汽车和雪佛龙等</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n巴菲特Q1清仓两家区域银行和台积电，减持通用汽车和雪佛龙等\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-16 06:50 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023051606495384717aba&s=b><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：一季度，伯克希尔哈撒韦清仓区域性银行Bancorp、纽约梅隆银行、豪华家具零售商RH和中国台积电；增持苹果、西方石油公司、惠普、派拉蒙、花旗等七只股票；减持雪佛龙和通用汽车等八只股票；建仓做多Capital One等三只股票。截至一季度末，伯克希尔哈撒韦的重仓股包括苹果、美国银行、美国运通、可口可乐、雪佛龙等。据5月15日周一公布的13F报告显示，巴菲特旗下伯克希尔哈撒韦一季度建仓做多...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023051606495384717aba&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1280957306.USD","symbol_name":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023051606495384717aba&s=b","article_id":"2335848551","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/a9e4046d9a1f09a11819eb66716d72e2"],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023051606495384717aba&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2335848551","pubTimestamp":1684191042,"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"摘要：一季度，伯克希尔哈撒韦清仓区域性银行Bancorp、纽约梅隆银行、豪华家具零售商RH和中国台积电；增持苹果、西方石油公司、惠普、派拉蒙、花旗等七只股票；减持雪佛龙和通用汽车等八只股票；建仓做多C","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"161121":"银行","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4585":"ETF&股票定投概念","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","CVX":"雪佛龙","BK4555":"新能源车","BK4566":"资本集团","TSM":"台积电","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","BK4559":"巴菲特持仓","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","BK4588":"碎股","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","BK4574":"无人驾驶","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","GM":"通用汽车","BK4561":"索罗斯持仓","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","BK4581":"高盛持仓","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","BK4512":"苹果概念","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","BK4099":"汽车制造商","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","HTZ":"赫兹租车","BK4176":"多领域控股","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","BRK.B":"伯克希尔B","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","BRK.A":"伯克希尔"},"translate_title":"Buffett Q1 cleared two regional banks and TSMC, and reduced its holdings of General Motors and Chevron","themeId":"287602a6d9944f36811ab1cec2e11fc4","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/3b6c0dad24553335188733ed2e6ad74a","symbols_score_info":{"161121":0.9,"HTZ":0.9,"TWmain":0.9,"TSM":0.9,"GM":0.9,"CVX":0.9,"BRK.A":0.9,"BRK.B":0.9},"content_text":"摘要：一季度，伯克希尔哈撒韦清仓区域性银行Bancorp、纽约梅隆银行、豪华家具零售商RH和中国台积电；增持苹果、西方石油公司、惠普、派拉蒙、花旗等七只股票；减持雪佛龙和通用汽车等八只股票；建仓做多Capital One等三只股票。截至一季度末，伯克希尔哈撒韦的重仓股包括苹果、美国银行、美国运通、可口可乐、雪佛龙等。据5月15日周一公布的13F报告显示，巴菲特旗下伯克希尔哈撒韦一季度建仓做多Capital One等三只股票。其中，建仓Capital One 992.2万股，持仓价值为9.54亿美元，为伯克希尔哈撒韦第24大持仓股；建仓英国知名酒厂帝亚吉欧22.8万股，持仓价值为4126.4万美元，为伯克希尔哈撒韦第40大持仓股；建仓美国能源投资公司Vitesse Energy 5.1万股，持仓价值为97.1万美元，为伯克希尔哈撒韦第48大持仓股。一季度，伯克希尔哈撒韦增持苹果、西方石油公司、惠普、派拉蒙、花旗等七只股票；减持雪佛龙和通用汽车等八只股票。从增持比例来看，增持比例最大的为惠普，增持15%，增持西方石油8%，增持苹果或美国银行2%，小幅增持派拉蒙、花旗和保险公司Markel。从减持的比例来看，减持比例最大的为通用汽车，减持20%；减持医药分销公司McKesson 19%；减持雪佛龙18%。此外，对亚马逊也减持了1%。一季度，伯克希尔哈撒韦清仓区域性银行Bancorp、纽约梅隆银行、豪华家具零售商RH和中国台积电。截至一季度末，伯克希尔哈撒韦的重仓股包括苹果、美国银行、美国运通、可口可乐、雪佛龙等。第一大持仓股依然为苹果，一季度持仓股数增加2%，即2042万股，持仓股数为9.16亿股，持仓价值高达1509.76亿美元，受益于苹果股价一季度大涨，其占伯克希尔哈撒韦持仓的比例从38.9%升至46.44%；第二大持仓股为美国银行，一季度增持2%，即2275万股，持仓股数为10.33亿股，持仓价值为295.4亿美元，占伯克希尔哈撒韦持仓的9.1%。第三大持仓股为美国运通，一季度持仓不变，维持1.52亿股，持仓价值为250.1亿美元，占伯克希尔哈撒韦持仓的7.7%；第四大持仓股为可口可乐，一季度持仓不变，维持4亿股，持仓价值为248.1亿美元，占伯克希尔哈撒韦持仓的7.63%；第五大持仓股为美国石油巨头雪佛龙，持仓股数大幅下降18%，即3056.8万股，持仓股数为1.32亿股，持仓价值为216亿美元，占伯克希尔哈撒韦持仓的6.65%。第六大持仓股为西方石油，一季度持仓股数大幅增加8%，即1735.5万股，至2.12亿股，持仓价值为132.2亿美元，占伯克希尔哈撒韦持仓的4.07%；第七大持仓股为卡夫亨氏，一季度持仓股数维持不变，即3.26亿股，持仓价值为125.9亿美元，占伯克希尔哈撒韦持仓的3.87%。第八大持仓股为穆迪，一季度持仓维持不变，即2467万股，持仓价值为75.5亿美元，占伯克希尔哈撒韦持仓的2.32%；第九大持仓股为动视暴雪，一季度持仓股数减少6%，即327.7万股，至4944万股，持仓价值为42.3亿美元，占伯克希尔哈撒韦持仓的1.3%；第十大持仓股为惠普，一季度持仓股数大幅增加15%，即1647.7万股，至1.2亿股，持仓价值为35.5亿美元，占伯克希尔哈撒韦持仓的1.09%。报告发布后，Capital One美股盘后涨5%，RH跌2.9%。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":12,"commentSize":0,"repostSize":1,"favoriteSize":5,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2335848551"}