梁小同学
2023-02-15
老巴也开始做短线吗?
伯克希尔四季度增持苹果,减持银行股、台积电、动视暴雪
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href=\"https://laohu8.com/S/BK\">纽约梅隆银行</a>、动视暴雪、雪佛龙等公司股票。</p><p>截至四季度末,该公司十大持仓股分别为苹果(期间小幅增持33.4万股)、美国银行、雪佛龙(期间小幅减持238.4万股,减持比例约为原持仓的1%)、可口可乐、美国运通、<a href=\"https://laohu8.com/S/KHC\">卡夫亨氏</a>、<a href=\"https://laohu8.com/S/OXY\">西方石油</a>、穆迪、动视暴雪(期间减持742.5万股,减持比例约为原持仓的12%)和惠普。</p><p><img src=\"https://static.tigerbbs.com/0b8bc44aea7cd7e59c2a7958b5c1c913\" tg-width=\"1024\" tg-height=\"368\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>前十大重仓股占总持仓的比例在四季度末达到88.98%。</p><p>伯克希尔·哈撒韦在四季度减持台积电5176.8万股,减持比例高达86%;减持美国合众银行7111.7万股,减持比例高达91%。</p><p>值得注意的是,三季度,伯克希尔共建仓三只股票,分别是台积电6006万股,<a href=\"https://laohu8.com/S/LPX\">路易斯安那太平洋</a>公司5796万股和金融公司Jefferies 43.4万股,台积电在三季度末更是该公司第十大重仓股,但四季度末大幅抛售后,台积电在其投资组合中仅位列第32,占伯克希尔所有股票持仓的0.21%。</p><p>四季度,伯克希尔没有新建仓股票或清仓股票。</p><p>截至四季度末,伯克希尔持仓股票市值为2990.08亿美元,和三季度末相比,增加了近30亿美元,这是该公司股票持仓市值在连续两个季度下降后首次反弹。</p><p>伯克希尔持有的前二十大重仓股的平均持有时间达到23.55个季度,前十大重仓股的平均持有时间达28.1个季度。</p><p><img src=\"https://static.tigerbbs.com/415909da8b7900b5521b222cc8fbc7b3\" 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n伯克希尔四季度增持苹果,减持银行股、台积电、动视暴雪\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-15 06:14 北京时间 <a href=https://wallstreetcn.com/articles/3681932><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>四季度末,公司重仓股包括苹果、美国银行、雪佛龙、可口可乐、美国运通。伯克希尔·哈撒韦在四季度减持刚刚在三季度建仓的台积电5176.8万股,减持比例高达86%。伯克希尔还微幅减持雪佛龙,减持比例约为原持仓的1%。2月14日周二美股盘后公布的伯克希尔·哈撒韦13F文件显示,在去年四季度,该公司增持苹果,减持台积电、动视暴雪和雪佛龙,重仓股包括苹果、美国银行、雪佛龙、可口可乐、美国运通等公司。文件显示,...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3681932\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dd22863dc66eb8697bf030744fd99984","relate_stocks":{"BK4579":"人工智能","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","TSM":"台积电","LU0072462426.USD":"贝莱德全球配置 A2","LU0208291251.USD":"FRANKLIN 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Close","BK4559":"巴菲特持仓","BK4577":"网络游戏","BK4501":"段永平概念"},"source_url":"https://wallstreetcn.com/articles/3681932","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2311779112","content_text":"四季度末,公司重仓股包括苹果、美国银行、雪佛龙、可口可乐、美国运通。伯克希尔·哈撒韦在四季度减持刚刚在三季度建仓的台积电5176.8万股,减持比例高达86%。伯克希尔还微幅减持雪佛龙,减持比例约为原持仓的1%。2月14日周二美股盘后公布的伯克希尔·哈撒韦13F文件显示,在去年四季度,该公司增持苹果,减持台积电、动视暴雪和雪佛龙,重仓股包括苹果、美国银行、雪佛龙、可口可乐、美国运通等公司。文件显示,四季度,伯克希尔·哈撒韦增持美国建材商路易斯安娜太平洋建筑公司、媒体及娱乐公司派拉蒙全球和苹果三家公司;减持台积电、美国合众银行、纽约梅隆银行、动视暴雪、雪佛龙等公司股票。截至四季度末,该公司十大持仓股分别为苹果(期间小幅增持33.4万股)、美国银行、雪佛龙(期间小幅减持238.4万股,减持比例约为原持仓的1%)、可口可乐、美国运通、卡夫亨氏、西方石油、穆迪、动视暴雪(期间减持742.5万股,减持比例约为原持仓的12%)和惠普。前十大重仓股占总持仓的比例在四季度末达到88.98%。伯克希尔·哈撒韦在四季度减持台积电5176.8万股,减持比例高达86%;减持美国合众银行7111.7万股,减持比例高达91%。值得注意的是,三季度,伯克希尔共建仓三只股票,分别是台积电6006万股,路易斯安那太平洋公司5796万股和金融公司Jefferies 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