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09-30 07:09

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09-23

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13F追踪 | 巴菲特、桥水大举减持苹果，英伟达仍是众多大佬的“心头好”........资本大鳄Q2持仓曝光

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07-03

竞猜赢虎币，寻找实盘收益王

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07-01

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06-28

好的

06-27

竞猜赢虎币，寻找实盘收益王

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06-24

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看涨","images":[{"img":"https://static.tigerbbs.com/dedea6775c7f3c9dd2328132c29eac60","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340044406522184","isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":338781225337104,"gmtCreate":1723714484858,"gmtModify":1723714486441,"author":{"id":"3578732794955163","authorId":"3578732794955163","authorIdStr":"3578732794955163","name":"顺周","avatar":"https://static.tigerbbs.com/372eda907cfa986a5c83cf05ebf65f1d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578732794955163"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338781225337104","repostId":"1155143310","repostType":2,"repost":{"id":"1155143310","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1723704961,"share":"https://www.laohu8.com/m/news/1155143310?lang=&edition=full","pubTime":"2024-08-15 14:56","market":"us","language":"zh","title":"13F追踪 | 巴菲特、桥水大举减持苹果，英伟达仍是众多大佬的“心头好”........资本大鳄Q2持仓曝光","url":"https://stock-news.laohu8.com/highlight/detail?id=1155143310","media":"老虎资讯综合","summary":"Ulta Beauty成为巴菲特的“新宠”，二季度伯克希尔建仓Ulta Beauty 69万股，市值约2.66亿美元。二季度桥水的苹果持仓环比减少约137.3万股，市值约2.89亿美元，持股数环比锐减74.5%，持仓降至46.9万股，在投资组合中占比从1.6%降至0.52%，持仓排名第38位。二季度桥水减持礼来将近18.5万股，市值约1.67亿美元，持股数环比下降65.9%，持仓排名44位。二季度桥水对两大重仓股亚马逊和微软均大幅增持。","content":"<html><head></head><body><blockquote><p><strong>巴菲特Q2狂卖苹果，抄底了一只今年暴跌的美妆股；桥水猛砍苹果持仓超七成，加仓亚马逊、微软；大、小摩齐齐增持苹果、谷歌、博通！英伟达仍是众多大佬的“心头好”</strong></p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bbfcf2226c46cc7541b0b87296c54e9\" tg-width=\"750\" tg-height=\"2596\"/></p><blockquote><p><strong>出人意料的巴菲特：狂卖苹果的二季度，抄底了一只今年暴跌的美妆股</strong></p></blockquote><p>“股神”巴菲特的最新调仓出炉，正如此前披露的文件显示，减持最多的苹果持仓被砍半，但出人意料的是新增对今年暴跌美妆股Ulta Beauty的持股。同时，“股神”继续加码增持西方石油。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e469a7c8321a27cb00837c8ee74ff3b\" tg-width=\"1239\" tg-height=\"535\"/></p><p>美东时间8月14日周三，巴菲特领导的伯克希尔·哈撒韦公司向美国证监会（SEC）递交的13F文件披露，无论是以减持股份的市值还是以投资组合中占比环比一季度的变动幅度看，今年第二季度，伯克希尔减持最多的都是<strong>苹果</strong>（AAPL），当季减持逾3.89亿股，市值约820亿美元，持股数环比一季度减少49.3%，在投资组合中占比环比下降超过10个百分点，降至30.52%。</p><p><strong>Snowflake</strong>（SNOW）是仅次于苹果的二季度第二大伯克希尔减持个股，当季伯克希尔清仓了一季度末持有的总共612万股，市值约8.4亿美元，不过这部分股票在伯克希尔的投资组合中相对较少，占比仅0.03%。</p><p style=\"text-align: justify;\">在增持个股中，以增持股份市值看，二季度伯克希尔增持最多的是<strong>西方石油</strong>（OXY），当季增持726万股，市值4.58亿美元，持股数环比增长2.9%，增持股份数较一季度的430万股多将近70%。在二季度首月6月，伯克希尔在截至6月17日的九个交易日内合计增持西方石油约730万股，购买价格在每股60美元附近，相当于共投入超过4亿美元有。</p><p style=\"text-align: justify;\">二季度伯克希尔仅次于西方石油的增持个股是<strong>安达保险</strong>（Chubb Ltd），当季增持近111万股，市值约2.83亿美元，持股数环比增长约4.3%。安达保险是伯克希尔一季度新进的个股。</p><p>Ulta Beauty成为巴菲特的“新宠”，二季度伯克希尔建仓Ulta Beauty 69万股，市值约2.66亿美元。Ulta Beauty在2024年表现不佳，股价下跌了32%，但巴菲特似乎看到了其潜在的价值。</p><p style=\"text-align: justify;\">二季度增持第四位是卫星广播公司<strong>Sirius XM Holdings Inc.</strong>（SIRI），当季增持约9620万股，市值约2.72亿美元，持股数增长262.2%。二季度增持第五位是一个新面孔——美妆公司<strong>Ulta Beauty Inc.</strong>（ULTA），当季伯克希尔建仓Ulta Beauty 69万股，市值约2.66亿美元。</p><p style=\"text-align: justify;\">除了Ulta Beauty，伯克希尔二季度还新进军工股<strong>海科航空</strong>（HEICO Corporation），当季建仓海科航空（HEI）104万股。除了Snowflake，二季度伯克希尔还清仓了753万股<strong>派拉蒙环球</strong>（PARA）。</p><p style=\"text-align: justify;\">截至二季度末，苹果仍是伯克希尔持仓最高的个股，其他十大重仓股的排名也和一季度相同，分别为美国银行（BAC）、美国运通（AXP）、可口可乐（KO）、雪佛龙、西方石油、卡夫亨氏（KHC）、穆迪（MCO）、安达保险（CB）、Davita Inc（DVA）。</p><blockquote><p><strong>贝莱德依然最爱科技巨头：Q2增持英伟达、苹果，微软仍是头号重仓股</strong></p></blockquote><p>在贝莱德的第二季度<strong>前十大重仓股</strong>中，大型科技巨头仍占多数。在前五大重仓股中，微软(MSFT.US)仍位列第一，持仓5.54亿股，持仓市值约2476.00亿美元，占投资组合比例为5.60%，较上季度持仓数量增长1.46%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f811afff6e7347989ca0d12c10f95903\" tg-width=\"1232\" tg-height=\"523\"/></p><p style=\"text-align: left;\">英伟达(NVDA.US)位列第二，持仓18.39亿股，持仓市值约2272.23亿美元，占投资组合比例为5.14%，较上季度持仓数量增长0.93%。</p><p style=\"text-align: left;\">苹果(AAPL.US)位列第三，持仓10.50亿股，持仓市值约2211.96亿美元，占投资组合比例为5.00%，较上季度持仓数量增长0.93%。</p><p style=\"text-align: left;\">亚马逊(AMZN.US)、META(META.US)分别位列第四和第五，持仓市值分别为1253.60亿美元、812.35亿美元，较上季度持仓数量分别增长1.59%、1.36%。</p><p style=\"text-align: left;\">前十大持仓股还包括谷歌-A(GOOGL.US)、谷歌-C(GOOG.US)、礼来(LLY.US)、博通(AVGO.US)和伯克希尔-B(BRK.B.US)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db9d1079b69fdf0c4c69e87f82d94c81\" title=\"\" tg-width=\"1071\" tg-height=\"500\"/></p><p style=\"text-align: left;\"><strong>前五大卖出标的包括</strong>：标普500指数ETF看涨期权(SPY.US,CALL)、先锋自然资源(PXD.US) 、艾伯维公司(ABBV.US)、标普500指数ETF看跌期权(SPY.US,PUT)、伯克希尔-B。</p><blockquote><p><strong>桥水二季度猛砍苹果持仓超七成，加仓亚马逊、微软</strong></p></blockquote><p>桥水二季度对美股科技巨头大幅调仓，和“股神”巴菲特一样大举减持苹果，同时大幅增持亚马逊和微软。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cbcfece90e8e6ea3058bd2a31662c44c\" tg-width=\"1238\" tg-height=\"540\"/></p><p style=\"text-align: justify;\">二季度桥水的<strong>苹果</strong>持仓环比减少约137.3万股，市值约2.89亿美元，持股数环比锐减74.5%，持仓降至46.9万股，在投资组合中占比从1.6%降至0.52%，持仓排名第38位。同在二季度，巴菲特领导的伯克希尔·哈撒韦将苹果持仓猛砍将近50%，减持近3.9亿股、市值820亿美元。</p><p style=\"text-align: justify;\">以减持股份的市值看，推出明星减肥药替尔泊肽的<strong>礼来</strong>（LLY）是仅次于苹果的减持第二大幅度个股。二季度桥水减持礼来将近18.5万股，市值约1.67亿美元，持股数环比下降65.9%，持仓排名44位。</p><p style=\"text-align: justify;\">二季度桥水对两大重仓股<strong>亚马逊</strong>和<strong>微软</strong>均大幅增持。其中，二季度亚马逊（AMZN）被增持将近160万股，市值约3.09亿美元，持股数环比激增约152.5%，微软（MSFT）被增持约51万股，市值约2.28亿美元，持股数环比增长88.1%。</p><blockquote><p><strong>花旗Q2持仓：减持英伟达加仓苹果，大举卖出各类ETF期权</strong></p></blockquote><p>花旗Q2增持了苹果，微软、博通。此外，花旗大举卖出各类ETF期权。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4d453d59e3923fa28bbc83337dc7bb2\" tg-width=\"1243\" tg-height=\"530\"/></p><p style=\"text-align: left;\">具体来看，<strong>纳斯达克100指数ETF看跌期权(QQQ.US,PUT)</strong>位列花旗第一大持仓标的，持仓约1274万股，持仓市值约为61亿美元，占投资组合比例为3.91%，较上季度的持仓数量大幅减少18%。</p><p style=\"text-align: left;\"><strong>罗素2000指数ETF看跌期权(IWM.US,PUT)</strong>位列花旗第二大持仓标的，持仓约2437万股，持仓市值约为49亿美元，占投资组合比例为3.17%，较上季度的持仓数量减少22.09%。</p><p style=\"text-align: left;\"><strong>英伟达(NVDA.US)</strong>位列第三，持仓约3727万股，持仓市值约为46亿美元，占投资组合比例为2.95%，持仓数量较上季度减少4.41%。</p><p style=\"text-align: left;\"><strong>微软(MSFT.US)</strong>位列第四，持仓约938万股，持仓市值约为42亿美元，占投资组合比例为2.69%，持仓数量较上季度增加10.11%。</p><p style=\"text-align: left;\"><strong>苹果(AAPL.US)</strong>位列第五，持仓约1736万股，持仓市值约为37亿美元，占投资组合比例为2.34%，持仓数量较上季度增加1.27%。</p><p style=\"text-align: left;\">前十大重仓股中，排名6-10的标的分别是：纳斯达克100指数ETF看涨期权(QQQ.US,CALL)、亚马逊(AMZN.US)、博通(AVGO.US)、罗素2000指数ETF看涨期权(IWM.US,CALL)和谷歌(GOOGL.US)。</p></body></html>","collect":0,"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>13F追踪 | 巴菲特、桥水大举减持苹果，英伟达仍是众多大佬的“心头好”........资本大鳄Q2持仓曝光 </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\">\n13F追踪 | 巴菲特、桥水大举减持苹果，英伟达仍是众多大佬的“心头好”........资本大鳄Q2持仓曝光 \n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-08-15 14:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p><strong>巴菲特Q2狂卖苹果，抄底了一只今年暴跌的美妆股；桥水猛砍苹果持仓超七成，加仓亚马逊、微软；大、小摩齐齐增持苹果、谷歌、博通！英伟达仍是众多大佬的“心头好”</strong></p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bbfcf2226c46cc7541b0b87296c54e9\" tg-width=\"750\" tg-height=\"2596\"/></p><blockquote><p><strong>出人意料的巴菲特：狂卖苹果的二季度，抄底了一只今年暴跌的美妆股</strong></p></blockquote><p>“股神”巴菲特的最新调仓出炉，正如此前披露的文件显示，减持最多的苹果持仓被砍半，但出人意料的是新增对今年暴跌美妆股Ulta Beauty的持股。同时，“股神”继续加码增持西方石油。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e469a7c8321a27cb00837c8ee74ff3b\" tg-width=\"1239\" tg-height=\"535\"/></p><p>美东时间8月14日周三，巴菲特领导的伯克希尔·哈撒韦公司向美国证监会（SEC）递交的13F文件披露，无论是以减持股份的市值还是以投资组合中占比环比一季度的变动幅度看，今年第二季度，伯克希尔减持最多的都是<strong>苹果</strong>（AAPL），当季减持逾3.89亿股，市值约820亿美元，持股数环比一季度减少49.3%，在投资组合中占比环比下降超过10个百分点，降至30.52%。</p><p><strong>Snowflake</strong>（SNOW）是仅次于苹果的二季度第二大伯克希尔减持个股，当季伯克希尔清仓了一季度末持有的总共612万股，市值约8.4亿美元，不过这部分股票在伯克希尔的投资组合中相对较少，占比仅0.03%。</p><p style=\"text-align: justify;\">在增持个股中，以增持股份市值看，二季度伯克希尔增持最多的是<strong>西方石油</strong>（OXY），当季增持726万股，市值4.58亿美元，持股数环比增长2.9%，增持股份数较一季度的430万股多将近70%。在二季度首月6月，伯克希尔在截至6月17日的九个交易日内合计增持西方石油约730万股，购买价格在每股60美元附近，相当于共投入超过4亿美元有。</p><p style=\"text-align: justify;\">二季度伯克希尔仅次于西方石油的增持个股是<strong>安达保险</strong>（Chubb Ltd），当季增持近111万股，市值约2.83亿美元，持股数环比增长约4.3%。安达保险是伯克希尔一季度新进的个股。</p><p>Ulta Beauty成为巴菲特的“新宠”，二季度伯克希尔建仓Ulta Beauty 69万股，市值约2.66亿美元。Ulta Beauty在2024年表现不佳，股价下跌了32%，但巴菲特似乎看到了其潜在的价值。</p><p style=\"text-align: justify;\">二季度增持第四位是卫星广播公司<strong>Sirius XM Holdings Inc.</strong>（SIRI），当季增持约9620万股，市值约2.72亿美元，持股数增长262.2%。二季度增持第五位是一个新面孔——美妆公司<strong>Ulta Beauty Inc.</strong>（ULTA），当季伯克希尔建仓Ulta Beauty 69万股，市值约2.66亿美元。</p><p style=\"text-align: justify;\">除了Ulta Beauty，伯克希尔二季度还新进军工股<strong>海科航空</strong>（HEICO Corporation），当季建仓海科航空（HEI）104万股。除了Snowflake，二季度伯克希尔还清仓了753万股<strong>派拉蒙环球</strong>（PARA）。</p><p style=\"text-align: justify;\">截至二季度末，苹果仍是伯克希尔持仓最高的个股，其他十大重仓股的排名也和一季度相同，分别为美国银行（BAC）、美国运通（AXP）、可口可乐（KO）、雪佛龙、西方石油、卡夫亨氏（KHC）、穆迪（MCO）、安达保险（CB）、Davita Inc（DVA）。</p><blockquote><p><strong>贝莱德依然最爱科技巨头：Q2增持英伟达、苹果，微软仍是头号重仓股</strong></p></blockquote><p>在贝莱德的第二季度<strong>前十大重仓股</strong>中，大型科技巨头仍占多数。在前五大重仓股中，微软(MSFT.US)仍位列第一，持仓5.54亿股，持仓市值约2476.00亿美元，占投资组合比例为5.60%，较上季度持仓数量增长1.46%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f811afff6e7347989ca0d12c10f95903\" tg-width=\"1232\" tg-height=\"523\"/></p><p style=\"text-align: left;\">英伟达(NVDA.US)位列第二，持仓18.39亿股，持仓市值约2272.23亿美元，占投资组合比例为5.14%，较上季度持仓数量增长0.93%。</p><p style=\"text-align: left;\">苹果(AAPL.US)位列第三，持仓10.50亿股，持仓市值约2211.96亿美元，占投资组合比例为5.00%，较上季度持仓数量增长0.93%。</p><p style=\"text-align: left;\">亚马逊(AMZN.US)、META(META.US)分别位列第四和第五，持仓市值分别为1253.60亿美元、812.35亿美元，较上季度持仓数量分别增长1.59%、1.36%。</p><p style=\"text-align: left;\">前十大持仓股还包括谷歌-A(GOOGL.US)、谷歌-C(GOOG.US)、礼来(LLY.US)、博通(AVGO.US)和伯克希尔-B(BRK.B.US)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db9d1079b69fdf0c4c69e87f82d94c81\" title=\"\" tg-width=\"1071\" tg-height=\"500\"/></p><p style=\"text-align: left;\"><strong>前五大卖出标的包括</strong>：标普500指数ETF看涨期权(SPY.US,CALL)、先锋自然资源(PXD.US) 、艾伯维公司(ABBV.US)、标普500指数ETF看跌期权(SPY.US,PUT)、伯克希尔-B。</p><blockquote><p><strong>桥水二季度猛砍苹果持仓超七成，加仓亚马逊、微软</strong></p></blockquote><p>桥水二季度对美股科技巨头大幅调仓，和“股神”巴菲特一样大举减持苹果，同时大幅增持亚马逊和微软。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cbcfece90e8e6ea3058bd2a31662c44c\" tg-width=\"1238\" tg-height=\"540\"/></p><p style=\"text-align: justify;\">二季度桥水的<strong>苹果</strong>持仓环比减少约137.3万股，市值约2.89亿美元，持股数环比锐减74.5%，持仓降至46.9万股，在投资组合中占比从1.6%降至0.52%，持仓排名第38位。同在二季度，巴菲特领导的伯克希尔·哈撒韦将苹果持仓猛砍将近50%，减持近3.9亿股、市值820亿美元。</p><p style=\"text-align: justify;\">以减持股份的市值看，推出明星减肥药替尔泊肽的<strong>礼来</strong>（LLY）是仅次于苹果的减持第二大幅度个股。二季度桥水减持礼来将近18.5万股，市值约1.67亿美元，持股数环比下降65.9%，持仓排名44位。</p><p style=\"text-align: justify;\">二季度桥水对两大重仓股<strong>亚马逊</strong>和<strong>微软</strong>均大幅增持。其中，二季度亚马逊（AMZN）被增持将近160万股，市值约3.09亿美元，持股数环比激增约152.5%，微软（MSFT）被增持约51万股，市值约2.28亿美元，持股数环比增长88.1%。</p><blockquote><p><strong>花旗Q2持仓：减持英伟达加仓苹果，大举卖出各类ETF期权</strong></p></blockquote><p>花旗Q2增持了苹果，微软、博通。此外，花旗大举卖出各类ETF期权。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4d453d59e3923fa28bbc83337dc7bb2\" tg-width=\"1243\" tg-height=\"530\"/></p><p style=\"text-align: left;\">具体来看，<strong>纳斯达克100指数ETF看跌期权(QQQ.US,PUT)</strong>位列花旗第一大持仓标的，持仓约1274万股，持仓市值约为61亿美元，占投资组合比例为3.91%，较上季度的持仓数量大幅减少18%。</p><p style=\"text-align: left;\"><strong>罗素2000指数ETF看跌期权(IWM.US,PUT)</strong>位列花旗第二大持仓标的，持仓约2437万股，持仓市值约为49亿美元，占投资组合比例为3.17%，较上季度的持仓数量减少22.09%。</p><p style=\"text-align: left;\"><strong>英伟达(NVDA.US)</strong>位列第三，持仓约3727万股，持仓市值约为46亿美元，占投资组合比例为2.95%，持仓数量较上季度减少4.41%。</p><p style=\"text-align: left;\"><strong>微软(MSFT.US)</strong>位列第四，持仓约938万股，持仓市值约为42亿美元，占投资组合比例为2.69%，持仓数量较上季度增加10.11%。</p><p style=\"text-align: left;\"><strong>苹果(AAPL.US)</strong>位列第五，持仓约1736万股，持仓市值约为37亿美元，占投资组合比例为2.34%，持仓数量较上季度增加1.27%。</p><p style=\"text-align: left;\">前十大重仓股中，排名6-10的标的分别是：纳斯达克100指数ETF看涨期权(QQQ.US,CALL)、亚马逊(AMZN.US)、博通(AVGO.US)、罗素2000指数ETF看涨期权(IWM.US,CALL)和谷歌(GOOGL.US)。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3fd9b4b7cbec67c68f3fbf44b021799e","relate_stocks":{"NVDA":"英伟达","AAPL":"苹果"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155143310","content_text":"巴菲特Q2狂卖苹果，抄底了一只今年暴跌的美妆股；桥水猛砍苹果持仓超七成，加仓亚马逊、微软；大、小摩齐齐增持苹果、谷歌、博通！英伟达仍是众多大佬的“心头好”出人意料的巴菲特：狂卖苹果的二季度，抄底了一只今年暴跌的美妆股“股神”巴菲特的最新调仓出炉，正如此前披露的文件显示，减持最多的苹果持仓被砍半，但出人意料的是新增对今年暴跌美妆股Ulta Beauty的持股。同时，“股神”继续加码增持西方石油。美东时间8月14日周三，巴菲特领导的伯克希尔·哈撒韦公司向美国证监会（SEC）递交的13F文件披露，无论是以减持股份的市值还是以投资组合中占比环比一季度的变动幅度看，今年第二季度，伯克希尔减持最多的都是苹果（AAPL），当季减持逾3.89亿股，市值约820亿美元，持股数环比一季度减少49.3%，在投资组合中占比环比下降超过10个百分点，降至30.52%。Snowflake（SNOW）是仅次于苹果的二季度第二大伯克希尔减持个股，当季伯克希尔清仓了一季度末持有的总共612万股，市值约8.4亿美元，不过这部分股票在伯克希尔的投资组合中相对较少，占比仅0.03%。在增持个股中，以增持股份市值看，二季度伯克希尔增持最多的是西方石油（OXY），当季增持726万股，市值4.58亿美元，持股数环比增长2.9%，增持股份数较一季度的430万股多将近70%。在二季度首月6月，伯克希尔在截至6月17日的九个交易日内合计增持西方石油约730万股，购买价格在每股60美元附近，相当于共投入超过4亿美元有。二季度伯克希尔仅次于西方石油的增持个股是安达保险（Chubb Ltd），当季增持近111万股，市值约2.83亿美元，持股数环比增长约4.3%。安达保险是伯克希尔一季度新进的个股。Ulta Beauty成为巴菲特的“新宠”，二季度伯克希尔建仓Ulta Beauty 69万股，市值约2.66亿美元。Ulta Beauty在2024年表现不佳，股价下跌了32%，但巴菲特似乎看到了其潜在的价值。二季度增持第四位是卫星广播公司Sirius XM Holdings Inc.（SIRI），当季增持约9620万股，市值约2.72亿美元，持股数增长262.2%。二季度增持第五位是一个新面孔——美妆公司Ulta Beauty Inc.（ULTA），当季伯克希尔建仓Ulta Beauty 69万股，市值约2.66亿美元。除了Ulta Beauty，伯克希尔二季度还新进军工股海科航空（HEICO Corporation），当季建仓海科航空（HEI）104万股。除了Snowflake，二季度伯克希尔还清仓了753万股派拉蒙环球（PARA）。截至二季度末，苹果仍是伯克希尔持仓最高的个股，其他十大重仓股的排名也和一季度相同，分别为美国银行（BAC）、美国运通（AXP）、可口可乐（KO）、雪佛龙、西方石油、卡夫亨氏（KHC）、穆迪（MCO）、安达保险（CB）、Davita Inc（DVA）。贝莱德依然最爱科技巨头：Q2增持英伟达、苹果，微软仍是头号重仓股在贝莱德的第二季度前十大重仓股中，大型科技巨头仍占多数。在前五大重仓股中，微软(MSFT.US)仍位列第一，持仓5.54亿股，持仓市值约2476.00亿美元，占投资组合比例为5.60%，较上季度持仓数量增长1.46%。英伟达(NVDA.US)位列第二，持仓18.39亿股，持仓市值约2272.23亿美元，占投资组合比例为5.14%，较上季度持仓数量增长0.93%。苹果(AAPL.US)位列第三，持仓10.50亿股，持仓市值约2211.96亿美元，占投资组合比例为5.00%，较上季度持仓数量增长0.93%。亚马逊(AMZN.US)、META(META.US)分别位列第四和第五，持仓市值分别为1253.60亿美元、812.35亿美元，较上季度持仓数量分别增长1.59%、1.36%。前十大持仓股还包括谷歌-A(GOOGL.US)、谷歌-C(GOOG.US)、礼来(LLY.US)、博通(AVGO.US)和伯克希尔-B(BRK.B.US)。前五大卖出标的包括：标普500指数ETF看涨期权(SPY.US,CALL)、先锋自然资源(PXD.US) 、艾伯维公司(ABBV.US)、标普500指数ETF看跌期权(SPY.US,PUT)、伯克希尔-B。桥水二季度猛砍苹果持仓超七成，加仓亚马逊、微软桥水二季度对美股科技巨头大幅调仓，和“股神”巴菲特一样大举减持苹果，同时大幅增持亚马逊和微软。二季度桥水的苹果持仓环比减少约137.3万股，市值约2.89亿美元，持股数环比锐减74.5%，持仓降至46.9万股，在投资组合中占比从1.6%降至0.52%，持仓排名第38位。同在二季度，巴菲特领导的伯克希尔·哈撒韦将苹果持仓猛砍将近50%，减持近3.9亿股、市值820亿美元。以减持股份的市值看，推出明星减肥药替尔泊肽的礼来（LLY）是仅次于苹果的减持第二大幅度个股。二季度桥水减持礼来将近18.5万股，市值约1.67亿美元，持股数环比下降65.9%，持仓排名44位。二季度桥水对两大重仓股亚马逊和微软均大幅增持。其中，二季度亚马逊（AMZN）被增持将近160万股，市值约3.09亿美元，持股数环比激增约152.5%，微软（MSFT）被增持约51万股，市值约2.28亿美元，持股数环比增长88.1%。花旗Q2持仓：减持英伟达加仓苹果，大举卖出各类ETF期权花旗Q2增持了苹果，微软、博通。此外，花旗大举卖出各类ETF期权。具体来看，纳斯达克100指数ETF看跌期权(QQQ.US,PUT)位列花旗第一大持仓标的，持仓约1274万股，持仓市值约为61亿美元，占投资组合比例为3.91%，较上季度的持仓数量大幅减少18%。罗素2000指数ETF看跌期权(IWM.US,PUT)位列花旗第二大持仓标的，持仓约2437万股，持仓市值约为49亿美元，占投资组合比例为3.17%，较上季度的持仓数量减少22.09%。英伟达(NVDA.US)位列第三，持仓约3727万股，持仓市值约为46亿美元，占投资组合比例为2.95%，持仓数量较上季度减少4.41%。微软(MSFT.US)位列第四，持仓约938万股，持仓市值约为42亿美元，占投资组合比例为2.69%，持仓数量较上季度增加10.11%。苹果(AAPL.US)位列第五，持仓约1736万股，持仓市值约为37亿美元，占投资组合比例为2.34%，持仓数量较上季度增加1.27%。前十大重仓股中，排名6-10的标的分别是：纳斯达克100指数ETF看涨期权(QQQ.US,CALL)、亚马逊(AMZN.US)、博通(AVGO.US)、罗素2000指数ETF看涨期权(IWM.US,CALL)和谷歌(GOOGL.US)。","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337454686753216,"gmtCreate":1723425861636,"gmtModify":1723425863776,"author":{"id":"3578732794955163","authorId":"3578732794955163","authorIdStr":"3578732794955163","name":"顺周","avatar":"https://static.tigerbbs.com/372eda907cfa986a5c83cf05ebf65f1d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578732794955163"},"themes":[],"htmlText":"<a 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14:56","market":"us","language":"zh","title":"13F追踪 | 巴菲特、桥水大举减持苹果，英伟达仍是众多大佬的“心头好”........资本大鳄Q2持仓曝光","url":"https://stock-news.laohu8.com/highlight/detail?id=1155143310","media":"老虎资讯综合","summary":"Ulta Beauty成为巴菲特的“新宠”，二季度伯克希尔建仓Ulta Beauty 69万股，市值约2.66亿美元。二季度桥水的苹果持仓环比减少约137.3万股，市值约2.89亿美元，持股数环比锐减74.5%，持仓降至46.9万股，在投资组合中占比从1.6%降至0.52%，持仓排名第38位。二季度桥水减持礼来将近18.5万股，市值约1.67亿美元，持股数环比下降65.9%，持仓排名44位。二季度桥水对两大重仓股亚马逊和微软均大幅增持。","content":"<html><head></head><body><blockquote><p><strong>巴菲特Q2狂卖苹果，抄底了一只今年暴跌的美妆股；桥水猛砍苹果持仓超七成，加仓亚马逊、微软；大、小摩齐齐增持苹果、谷歌、博通！英伟达仍是众多大佬的“心头好”</strong></p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bbfcf2226c46cc7541b0b87296c54e9\" tg-width=\"750\" tg-height=\"2596\"/></p><blockquote><p><strong>出人意料的巴菲特：狂卖苹果的二季度，抄底了一只今年暴跌的美妆股</strong></p></blockquote><p>“股神”巴菲特的最新调仓出炉，正如此前披露的文件显示，减持最多的苹果持仓被砍半，但出人意料的是新增对今年暴跌美妆股Ulta Beauty的持股。同时，“股神”继续加码增持西方石油。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e469a7c8321a27cb00837c8ee74ff3b\" tg-width=\"1239\" tg-height=\"535\"/></p><p>美东时间8月14日周三，巴菲特领导的伯克希尔·哈撒韦公司向美国证监会（SEC）递交的13F文件披露，无论是以减持股份的市值还是以投资组合中占比环比一季度的变动幅度看，今年第二季度，伯克希尔减持最多的都是<strong>苹果</strong>（AAPL），当季减持逾3.89亿股，市值约820亿美元，持股数环比一季度减少49.3%，在投资组合中占比环比下降超过10个百分点，降至30.52%。</p><p><strong>Snowflake</strong>（SNOW）是仅次于苹果的二季度第二大伯克希尔减持个股，当季伯克希尔清仓了一季度末持有的总共612万股，市值约8.4亿美元，不过这部分股票在伯克希尔的投资组合中相对较少，占比仅0.03%。</p><p style=\"text-align: justify;\">在增持个股中，以增持股份市值看，二季度伯克希尔增持最多的是<strong>西方石油</strong>（OXY），当季增持726万股，市值4.58亿美元，持股数环比增长2.9%，增持股份数较一季度的430万股多将近70%。在二季度首月6月，伯克希尔在截至6月17日的九个交易日内合计增持西方石油约730万股，购买价格在每股60美元附近，相当于共投入超过4亿美元有。</p><p style=\"text-align: justify;\">二季度伯克希尔仅次于西方石油的增持个股是<strong>安达保险</strong>（Chubb Ltd），当季增持近111万股，市值约2.83亿美元，持股数环比增长约4.3%。安达保险是伯克希尔一季度新进的个股。</p><p>Ulta Beauty成为巴菲特的“新宠”，二季度伯克希尔建仓Ulta Beauty 69万股，市值约2.66亿美元。Ulta Beauty在2024年表现不佳，股价下跌了32%，但巴菲特似乎看到了其潜在的价值。</p><p style=\"text-align: justify;\">二季度增持第四位是卫星广播公司<strong>Sirius XM Holdings Inc.</strong>（SIRI），当季增持约9620万股，市值约2.72亿美元，持股数增长262.2%。二季度增持第五位是一个新面孔——美妆公司<strong>Ulta Beauty Inc.</strong>（ULTA），当季伯克希尔建仓Ulta Beauty 69万股，市值约2.66亿美元。</p><p style=\"text-align: justify;\">除了Ulta Beauty，伯克希尔二季度还新进军工股<strong>海科航空</strong>（HEICO Corporation），当季建仓海科航空（HEI）104万股。除了Snowflake，二季度伯克希尔还清仓了753万股<strong>派拉蒙环球</strong>（PARA）。</p><p style=\"text-align: justify;\">截至二季度末，苹果仍是伯克希尔持仓最高的个股，其他十大重仓股的排名也和一季度相同，分别为美国银行（BAC）、美国运通（AXP）、可口可乐（KO）、雪佛龙、西方石油、卡夫亨氏（KHC）、穆迪（MCO）、安达保险（CB）、Davita Inc（DVA）。</p><blockquote><p><strong>贝莱德依然最爱科技巨头：Q2增持英伟达、苹果，微软仍是头号重仓股</strong></p></blockquote><p>在贝莱德的第二季度<strong>前十大重仓股</strong>中，大型科技巨头仍占多数。在前五大重仓股中，微软(MSFT.US)仍位列第一，持仓5.54亿股，持仓市值约2476.00亿美元，占投资组合比例为5.60%，较上季度持仓数量增长1.46%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f811afff6e7347989ca0d12c10f95903\" tg-width=\"1232\" tg-height=\"523\"/></p><p style=\"text-align: left;\">英伟达(NVDA.US)位列第二，持仓18.39亿股，持仓市值约2272.23亿美元，占投资组合比例为5.14%，较上季度持仓数量增长0.93%。</p><p style=\"text-align: left;\">苹果(AAPL.US)位列第三，持仓10.50亿股，持仓市值约2211.96亿美元，占投资组合比例为5.00%，较上季度持仓数量增长0.93%。</p><p style=\"text-align: left;\">亚马逊(AMZN.US)、META(META.US)分别位列第四和第五，持仓市值分别为1253.60亿美元、812.35亿美元，较上季度持仓数量分别增长1.59%、1.36%。</p><p style=\"text-align: left;\">前十大持仓股还包括谷歌-A(GOOGL.US)、谷歌-C(GOOG.US)、礼来(LLY.US)、博通(AVGO.US)和伯克希尔-B(BRK.B.US)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db9d1079b69fdf0c4c69e87f82d94c81\" title=\"\" tg-width=\"1071\" tg-height=\"500\"/></p><p style=\"text-align: left;\"><strong>前五大卖出标的包括</strong>：标普500指数ETF看涨期权(SPY.US,CALL)、先锋自然资源(PXD.US) 、艾伯维公司(ABBV.US)、标普500指数ETF看跌期权(SPY.US,PUT)、伯克希尔-B。</p><blockquote><p><strong>桥水二季度猛砍苹果持仓超七成，加仓亚马逊、微软</strong></p></blockquote><p>桥水二季度对美股科技巨头大幅调仓，和“股神”巴菲特一样大举减持苹果，同时大幅增持亚马逊和微软。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cbcfece90e8e6ea3058bd2a31662c44c\" tg-width=\"1238\" tg-height=\"540\"/></p><p style=\"text-align: justify;\">二季度桥水的<strong>苹果</strong>持仓环比减少约137.3万股，市值约2.89亿美元，持股数环比锐减74.5%，持仓降至46.9万股，在投资组合中占比从1.6%降至0.52%，持仓排名第38位。同在二季度，巴菲特领导的伯克希尔·哈撒韦将苹果持仓猛砍将近50%，减持近3.9亿股、市值820亿美元。</p><p style=\"text-align: justify;\">以减持股份的市值看，推出明星减肥药替尔泊肽的<strong>礼来</strong>（LLY）是仅次于苹果的减持第二大幅度个股。二季度桥水减持礼来将近18.5万股，市值约1.67亿美元，持股数环比下降65.9%，持仓排名44位。</p><p style=\"text-align: justify;\">二季度桥水对两大重仓股<strong>亚马逊</strong>和<strong>微软</strong>均大幅增持。其中，二季度亚马逊（AMZN）被增持将近160万股，市值约3.09亿美元，持股数环比激增约152.5%，微软（MSFT）被增持约51万股，市值约2.28亿美元，持股数环比增长88.1%。</p><blockquote><p><strong>花旗Q2持仓：减持英伟达加仓苹果，大举卖出各类ETF期权</strong></p></blockquote><p>花旗Q2增持了苹果，微软、博通。此外，花旗大举卖出各类ETF期权。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4d453d59e3923fa28bbc83337dc7bb2\" tg-width=\"1243\" tg-height=\"530\"/></p><p style=\"text-align: left;\">具体来看，<strong>纳斯达克100指数ETF看跌期权(QQQ.US,PUT)</strong>位列花旗第一大持仓标的，持仓约1274万股，持仓市值约为61亿美元，占投资组合比例为3.91%，较上季度的持仓数量大幅减少18%。</p><p style=\"text-align: left;\"><strong>罗素2000指数ETF看跌期权(IWM.US,PUT)</strong>位列花旗第二大持仓标的，持仓约2437万股，持仓市值约为49亿美元，占投资组合比例为3.17%，较上季度的持仓数量减少22.09%。</p><p style=\"text-align: left;\"><strong>英伟达(NVDA.US)</strong>位列第三，持仓约3727万股，持仓市值约为46亿美元，占投资组合比例为2.95%，持仓数量较上季度减少4.41%。</p><p style=\"text-align: left;\"><strong>微软(MSFT.US)</strong>位列第四，持仓约938万股，持仓市值约为42亿美元，占投资组合比例为2.69%，持仓数量较上季度增加10.11%。</p><p style=\"text-align: left;\"><strong>苹果(AAPL.US)</strong>位列第五，持仓约1736万股，持仓市值约为37亿美元，占投资组合比例为2.34%，持仓数量较上季度增加1.27%。</p><p style=\"text-align: left;\">前十大重仓股中，排名6-10的标的分别是：纳斯达克100指数ETF看涨期权(QQQ.US,CALL)、亚马逊(AMZN.US)、博通(AVGO.US)、罗素2000指数ETF看涨期权(IWM.US,CALL)和谷歌(GOOGL.US)。</p></body></html>","collect":0,"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>13F追踪 | 巴菲特、桥水大举减持苹果，英伟达仍是众多大佬的“心头好”........资本大鳄Q2持仓曝光 </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\">\n13F追踪 | 巴菲特、桥水大举减持苹果，英伟达仍是众多大佬的“心头好”........资本大鳄Q2持仓曝光 \n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-08-15 14:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p><strong>巴菲特Q2狂卖苹果，抄底了一只今年暴跌的美妆股；桥水猛砍苹果持仓超七成，加仓亚马逊、微软；大、小摩齐齐增持苹果、谷歌、博通！英伟达仍是众多大佬的“心头好”</strong></p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bbfcf2226c46cc7541b0b87296c54e9\" tg-width=\"750\" tg-height=\"2596\"/></p><blockquote><p><strong>出人意料的巴菲特：狂卖苹果的二季度，抄底了一只今年暴跌的美妆股</strong></p></blockquote><p>“股神”巴菲特的最新调仓出炉，正如此前披露的文件显示，减持最多的苹果持仓被砍半，但出人意料的是新增对今年暴跌美妆股Ulta Beauty的持股。同时，“股神”继续加码增持西方石油。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e469a7c8321a27cb00837c8ee74ff3b\" tg-width=\"1239\" tg-height=\"535\"/></p><p>美东时间8月14日周三，巴菲特领导的伯克希尔·哈撒韦公司向美国证监会（SEC）递交的13F文件披露，无论是以减持股份的市值还是以投资组合中占比环比一季度的变动幅度看，今年第二季度，伯克希尔减持最多的都是<strong>苹果</strong>（AAPL），当季减持逾3.89亿股，市值约820亿美元，持股数环比一季度减少49.3%，在投资组合中占比环比下降超过10个百分点，降至30.52%。</p><p><strong>Snowflake</strong>（SNOW）是仅次于苹果的二季度第二大伯克希尔减持个股，当季伯克希尔清仓了一季度末持有的总共612万股，市值约8.4亿美元，不过这部分股票在伯克希尔的投资组合中相对较少，占比仅0.03%。</p><p style=\"text-align: justify;\">在增持个股中，以增持股份市值看，二季度伯克希尔增持最多的是<strong>西方石油</strong>（OXY），当季增持726万股，市值4.58亿美元，持股数环比增长2.9%，增持股份数较一季度的430万股多将近70%。在二季度首月6月，伯克希尔在截至6月17日的九个交易日内合计增持西方石油约730万股，购买价格在每股60美元附近，相当于共投入超过4亿美元有。</p><p style=\"text-align: justify;\">二季度伯克希尔仅次于西方石油的增持个股是<strong>安达保险</strong>（Chubb Ltd），当季增持近111万股，市值约2.83亿美元，持股数环比增长约4.3%。安达保险是伯克希尔一季度新进的个股。</p><p>Ulta Beauty成为巴菲特的“新宠”，二季度伯克希尔建仓Ulta Beauty 69万股，市值约2.66亿美元。Ulta Beauty在2024年表现不佳，股价下跌了32%，但巴菲特似乎看到了其潜在的价值。</p><p style=\"text-align: justify;\">二季度增持第四位是卫星广播公司<strong>Sirius XM Holdings Inc.</strong>（SIRI），当季增持约9620万股，市值约2.72亿美元，持股数增长262.2%。二季度增持第五位是一个新面孔——美妆公司<strong>Ulta Beauty Inc.</strong>（ULTA），当季伯克希尔建仓Ulta Beauty 69万股，市值约2.66亿美元。</p><p style=\"text-align: justify;\">除了Ulta Beauty，伯克希尔二季度还新进军工股<strong>海科航空</strong>（HEICO Corporation），当季建仓海科航空（HEI）104万股。除了Snowflake，二季度伯克希尔还清仓了753万股<strong>派拉蒙环球</strong>（PARA）。</p><p style=\"text-align: justify;\">截至二季度末，苹果仍是伯克希尔持仓最高的个股，其他十大重仓股的排名也和一季度相同，分别为美国银行（BAC）、美国运通（AXP）、可口可乐（KO）、雪佛龙、西方石油、卡夫亨氏（KHC）、穆迪（MCO）、安达保险（CB）、Davita Inc（DVA）。</p><blockquote><p><strong>贝莱德依然最爱科技巨头：Q2增持英伟达、苹果，微软仍是头号重仓股</strong></p></blockquote><p>在贝莱德的第二季度<strong>前十大重仓股</strong>中，大型科技巨头仍占多数。在前五大重仓股中，微软(MSFT.US)仍位列第一，持仓5.54亿股，持仓市值约2476.00亿美元，占投资组合比例为5.60%，较上季度持仓数量增长1.46%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f811afff6e7347989ca0d12c10f95903\" tg-width=\"1232\" tg-height=\"523\"/></p><p style=\"text-align: left;\">英伟达(NVDA.US)位列第二，持仓18.39亿股，持仓市值约2272.23亿美元，占投资组合比例为5.14%，较上季度持仓数量增长0.93%。</p><p style=\"text-align: left;\">苹果(AAPL.US)位列第三，持仓10.50亿股，持仓市值约2211.96亿美元，占投资组合比例为5.00%，较上季度持仓数量增长0.93%。</p><p style=\"text-align: left;\">亚马逊(AMZN.US)、META(META.US)分别位列第四和第五，持仓市值分别为1253.60亿美元、812.35亿美元，较上季度持仓数量分别增长1.59%、1.36%。</p><p style=\"text-align: left;\">前十大持仓股还包括谷歌-A(GOOGL.US)、谷歌-C(GOOG.US)、礼来(LLY.US)、博通(AVGO.US)和伯克希尔-B(BRK.B.US)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db9d1079b69fdf0c4c69e87f82d94c81\" title=\"\" tg-width=\"1071\" tg-height=\"500\"/></p><p style=\"text-align: left;\"><strong>前五大卖出标的包括</strong>：标普500指数ETF看涨期权(SPY.US,CALL)、先锋自然资源(PXD.US) 、艾伯维公司(ABBV.US)、标普500指数ETF看跌期权(SPY.US,PUT)、伯克希尔-B。</p><blockquote><p><strong>桥水二季度猛砍苹果持仓超七成，加仓亚马逊、微软</strong></p></blockquote><p>桥水二季度对美股科技巨头大幅调仓，和“股神”巴菲特一样大举减持苹果，同时大幅增持亚马逊和微软。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cbcfece90e8e6ea3058bd2a31662c44c\" tg-width=\"1238\" tg-height=\"540\"/></p><p style=\"text-align: justify;\">二季度桥水的<strong>苹果</strong>持仓环比减少约137.3万股，市值约2.89亿美元，持股数环比锐减74.5%，持仓降至46.9万股，在投资组合中占比从1.6%降至0.52%，持仓排名第38位。同在二季度，巴菲特领导的伯克希尔·哈撒韦将苹果持仓猛砍将近50%，减持近3.9亿股、市值820亿美元。</p><p style=\"text-align: justify;\">以减持股份的市值看，推出明星减肥药替尔泊肽的<strong>礼来</strong>（LLY）是仅次于苹果的减持第二大幅度个股。二季度桥水减持礼来将近18.5万股，市值约1.67亿美元，持股数环比下降65.9%，持仓排名44位。</p><p style=\"text-align: justify;\">二季度桥水对两大重仓股<strong>亚马逊</strong>和<strong>微软</strong>均大幅增持。其中，二季度亚马逊（AMZN）被增持将近160万股，市值约3.09亿美元，持股数环比激增约152.5%，微软（MSFT）被增持约51万股，市值约2.28亿美元，持股数环比增长88.1%。</p><blockquote><p><strong>花旗Q2持仓：减持英伟达加仓苹果，大举卖出各类ETF期权</strong></p></blockquote><p>花旗Q2增持了苹果，微软、博通。此外，花旗大举卖出各类ETF期权。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4d453d59e3923fa28bbc83337dc7bb2\" tg-width=\"1243\" tg-height=\"530\"/></p><p style=\"text-align: left;\">具体来看，<strong>纳斯达克100指数ETF看跌期权(QQQ.US,PUT)</strong>位列花旗第一大持仓标的，持仓约1274万股，持仓市值约为61亿美元，占投资组合比例为3.91%，较上季度的持仓数量大幅减少18%。</p><p style=\"text-align: left;\"><strong>罗素2000指数ETF看跌期权(IWM.US,PUT)</strong>位列花旗第二大持仓标的，持仓约2437万股，持仓市值约为49亿美元，占投资组合比例为3.17%，较上季度的持仓数量减少22.09%。</p><p style=\"text-align: left;\"><strong>英伟达(NVDA.US)</strong>位列第三，持仓约3727万股，持仓市值约为46亿美元，占投资组合比例为2.95%，持仓数量较上季度减少4.41%。</p><p style=\"text-align: left;\"><strong>微软(MSFT.US)</strong>位列第四，持仓约938万股，持仓市值约为42亿美元，占投资组合比例为2.69%，持仓数量较上季度增加10.11%。</p><p style=\"text-align: left;\"><strong>苹果(AAPL.US)</strong>位列第五，持仓约1736万股，持仓市值约为37亿美元，占投资组合比例为2.34%，持仓数量较上季度增加1.27%。</p><p style=\"text-align: left;\">前十大重仓股中，排名6-10的标的分别是：纳斯达克100指数ETF看涨期权(QQQ.US,CALL)、亚马逊(AMZN.US)、博通(AVGO.US)、罗素2000指数ETF看涨期权(IWM.US,CALL)和谷歌(GOOGL.US)。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3fd9b4b7cbec67c68f3fbf44b021799e","relate_stocks":{"NVDA":"英伟达","AAPL":"苹果"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155143310","content_text":"巴菲特Q2狂卖苹果，抄底了一只今年暴跌的美妆股；桥水猛砍苹果持仓超七成，加仓亚马逊、微软；大、小摩齐齐增持苹果、谷歌、博通！英伟达仍是众多大佬的“心头好”出人意料的巴菲特：狂卖苹果的二季度，抄底了一只今年暴跌的美妆股“股神”巴菲特的最新调仓出炉，正如此前披露的文件显示，减持最多的苹果持仓被砍半，但出人意料的是新增对今年暴跌美妆股Ulta Beauty的持股。同时，“股神”继续加码增持西方石油。美东时间8月14日周三，巴菲特领导的伯克希尔·哈撒韦公司向美国证监会（SEC）递交的13F文件披露，无论是以减持股份的市值还是以投资组合中占比环比一季度的变动幅度看，今年第二季度，伯克希尔减持最多的都是苹果（AAPL），当季减持逾3.89亿股，市值约820亿美元，持股数环比一季度减少49.3%，在投资组合中占比环比下降超过10个百分点，降至30.52%。Snowflake（SNOW）是仅次于苹果的二季度第二大伯克希尔减持个股，当季伯克希尔清仓了一季度末持有的总共612万股，市值约8.4亿美元，不过这部分股票在伯克希尔的投资组合中相对较少，占比仅0.03%。在增持个股中，以增持股份市值看，二季度伯克希尔增持最多的是西方石油（OXY），当季增持726万股，市值4.58亿美元，持股数环比增长2.9%，增持股份数较一季度的430万股多将近70%。在二季度首月6月，伯克希尔在截至6月17日的九个交易日内合计增持西方石油约730万股，购买价格在每股60美元附近，相当于共投入超过4亿美元有。二季度伯克希尔仅次于西方石油的增持个股是安达保险（Chubb Ltd），当季增持近111万股，市值约2.83亿美元，持股数环比增长约4.3%。安达保险是伯克希尔一季度新进的个股。Ulta Beauty成为巴菲特的“新宠”，二季度伯克希尔建仓Ulta Beauty 69万股，市值约2.66亿美元。Ulta Beauty在2024年表现不佳，股价下跌了32%，但巴菲特似乎看到了其潜在的价值。二季度增持第四位是卫星广播公司Sirius XM Holdings Inc.（SIRI），当季增持约9620万股，市值约2.72亿美元，持股数增长262.2%。二季度增持第五位是一个新面孔——美妆公司Ulta Beauty Inc.（ULTA），当季伯克希尔建仓Ulta Beauty 69万股，市值约2.66亿美元。除了Ulta Beauty，伯克希尔二季度还新进军工股海科航空（HEICO Corporation），当季建仓海科航空（HEI）104万股。除了Snowflake，二季度伯克希尔还清仓了753万股派拉蒙环球（PARA）。截至二季度末，苹果仍是伯克希尔持仓最高的个股，其他十大重仓股的排名也和一季度相同，分别为美国银行（BAC）、美国运通（AXP）、可口可乐（KO）、雪佛龙、西方石油、卡夫亨氏（KHC）、穆迪（MCO）、安达保险（CB）、Davita Inc（DVA）。贝莱德依然最爱科技巨头：Q2增持英伟达、苹果，微软仍是头号重仓股在贝莱德的第二季度前十大重仓股中，大型科技巨头仍占多数。在前五大重仓股中，微软(MSFT.US)仍位列第一，持仓5.54亿股，持仓市值约2476.00亿美元，占投资组合比例为5.60%，较上季度持仓数量增长1.46%。英伟达(NVDA.US)位列第二，持仓18.39亿股，持仓市值约2272.23亿美元，占投资组合比例为5.14%，较上季度持仓数量增长0.93%。苹果(AAPL.US)位列第三，持仓10.50亿股，持仓市值约2211.96亿美元，占投资组合比例为5.00%，较上季度持仓数量增长0.93%。亚马逊(AMZN.US)、META(META.US)分别位列第四和第五，持仓市值分别为1253.60亿美元、812.35亿美元，较上季度持仓数量分别增长1.59%、1.36%。前十大持仓股还包括谷歌-A(GOOGL.US)、谷歌-C(GOOG.US)、礼来(LLY.US)、博通(AVGO.US)和伯克希尔-B(BRK.B.US)。前五大卖出标的包括：标普500指数ETF看涨期权(SPY.US,CALL)、先锋自然资源(PXD.US) 、艾伯维公司(ABBV.US)、标普500指数ETF看跌期权(SPY.US,PUT)、伯克希尔-B。桥水二季度猛砍苹果持仓超七成，加仓亚马逊、微软桥水二季度对美股科技巨头大幅调仓，和“股神”巴菲特一样大举减持苹果，同时大幅增持亚马逊和微软。二季度桥水的苹果持仓环比减少约137.3万股，市值约2.89亿美元，持股数环比锐减74.5%，持仓降至46.9万股，在投资组合中占比从1.6%降至0.52%，持仓排名第38位。同在二季度，巴菲特领导的伯克希尔·哈撒韦将苹果持仓猛砍将近50%，减持近3.9亿股、市值820亿美元。以减持股份的市值看，推出明星减肥药替尔泊肽的礼来（LLY）是仅次于苹果的减持第二大幅度个股。二季度桥水减持礼来将近18.5万股，市值约1.67亿美元，持股数环比下降65.9%，持仓排名44位。二季度桥水对两大重仓股亚马逊和微软均大幅增持。其中，二季度亚马逊（AMZN）被增持将近160万股，市值约3.09亿美元，持股数环比激增约152.5%，微软（MSFT）被增持约51万股，市值约2.28亿美元，持股数环比增长88.1%。花旗Q2持仓：减持英伟达加仓苹果，大举卖出各类ETF期权花旗Q2增持了苹果，微软、博通。此外，花旗大举卖出各类ETF期权。具体来看，纳斯达克100指数ETF看跌期权(QQQ.US,PUT)位列花旗第一大持仓标的，持仓约1274万股，持仓市值约为61亿美元，占投资组合比例为3.91%，较上季度的持仓数量大幅减少18%。罗素2000指数ETF看跌期权(IWM.US,PUT)位列花旗第二大持仓标的，持仓约2437万股，持仓市值约为49亿美元，占投资组合比例为3.17%，较上季度的持仓数量减少22.09%。英伟达(NVDA.US)位列第三，持仓约3727万股，持仓市值约为46亿美元，占投资组合比例为2.95%，持仓数量较上季度减少4.41%。微软(MSFT.US)位列第四，持仓约938万股，持仓市值约为42亿美元，占投资组合比例为2.69%，持仓数量较上季度增加10.11%。苹果(AAPL.US)位列第五，持仓约1736万股，持仓市值约为37亿美元，占投资组合比例为2.34%，持仓数量较上季度增加1.27%。前十大重仓股中，排名6-10的标的分别是：纳斯达克100指数ETF看涨期权(QQQ.US,CALL)、亚马逊(AMZN.US)、博通(AVGO.US)、罗素2000指数ETF看涨期权(IWM.US,CALL)和谷歌(GOOGL.US)。","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337454686753216,"gmtCreate":1723425861636,"gmtModify":1723425863776,"author":{"id":"3578732794955163","authorId":"3578732794955163","authorIdStr":"3578732794955163","name":"顺周","avatar":"https://static.tigerbbs.com/372eda907cfa986a5c83cf05ebf65f1d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578732794955163"},"themes":[],"htmlText":"<a 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