+关注
淋过雨的空气
暂无个人介绍
IP属地：安徽
18
关注
0
粉丝
5
主题
0
勋章
主贴
热门
淋过雨的空气
2023-02-15
这篇文章不错，转发给大家看看
伯克希尔四季度增持苹果，减持银行股、台积电、动视暴雪
淋过雨的空气
2021-07-16
老虎财报可以，我要抄底
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3582261597731926,"uuid":"3582261597731926","gmtCreate":1619528569326,"gmtModify":1628328317044,"name":"淋过雨的空气","pinyin":"lgydkqlinguoyudekongqi","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/37963b77bb869d84152e4ab9af7e9178","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":18,"tweetSize":5,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":5,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.23","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"80.31%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.94%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"安徽","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":1,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":625695542,"gmtCreate":1676423370986,"gmtModify":1676426224523,"author":{"id":"3582261597731926","authorId":"3582261597731926","name":"淋过雨的空气","avatar":"https://static.tigerbbs.com/37963b77bb869d84152e4ab9af7e9178","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"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/625695542","repostId":"2311779112","repostType":4,"repost":{"id":"2311779112","pubTimestamp":1676412868,"share":"https://www.laohu8.com/m/news/2311779112?lang=&edition=full","pubTime":"2023-02-15 06:14","market":"sh","language":"zh","title":"伯克希尔四季度增持苹果，减持银行股、台积电、动视暴雪","url":"https://stock-news.laohu8.com/highlight/detail?id=2311779112","media":"华尔街见闻","summary":"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%。","content":"<html><head></head><body><blockquote>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%。</blockquote><p>2月14日周二美股盘后公布的<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>·哈撒韦13F文件显示，在去年四季度，该公司增持<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，减持<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a>和<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>，重仓股包括苹果、美国银行、雪佛龙、<a href=\"https://laohu8.com/S/KO\">可口可乐</a>、<a href=\"https://laohu8.com/S/AXP\">美国运通</a>等公司。</p><p>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<a href=\"https://laohu8.com/S/601099\">太平洋</a>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、<a href=\"https://laohu8.com/S/USB\">美国合众银行</a>、<a 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\" tg-width=\"569\" tg-height=\"656\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p></body></html>","source":"wallstreetcn_api","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>伯克希尔四季度增持苹果，减持银行股、台积电、动视暴雪</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":{"BK4553":"喜马拉雅资本持仓","LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4576":"AR","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4566":"资本集团","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","BK4524":"宅经济概念","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BRK.A":"伯克希尔","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4501":"段永平概念","BK4577":"网络游戏","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BRK.B":"伯克希尔B","BK4579":"人工智能","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","BK4503":"景林资产持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0444971666.USD":"天利全球科技基金","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4573":"虚拟现实","BK4561":"索罗斯持仓","LU0149725797.USD":"汇丰美国股市经济规模基金","TSM":"台积电","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","AAPL":"苹果","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4176":"多领域控股","LU0238689110.USD":"贝莱德环球动力股票基金","LU0072462426.USD":"贝莱德全球配置 A2","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","BK4515":"5G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 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%。四季度，伯克希尔没有新建仓股票或清仓股票。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。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。","news_type":1},"isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170641347,"gmtCreate":1626430001689,"gmtModify":1626431496878,"author":{"id":"3582261597731926","authorId":"3582261597731926","name":"淋过雨的空气","avatar":"https://static.tigerbbs.com/37963b77bb869d84152e4ab9af7e9178","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"老虎财报可以，我要抄底","listText":"老虎财报可以，我要抄底","text":"老虎财报可以，我要抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170641347","isVote":1,"tweetType":1,"viewCount":991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":625695542,"gmtCreate":1676423370986,"gmtModify":1676426224523,"author":{"id":"3582261597731926","authorId":"3582261597731926","name":"淋过雨的空气","avatar":"https://static.tigerbbs.com/37963b77bb869d84152e4ab9af7e9178","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"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/625695542","repostId":"2311779112","repostType":4,"repost":{"id":"2311779112","pubTimestamp":1676412868,"share":"https://www.laohu8.com/m/news/2311779112?lang=&edition=full","pubTime":"2023-02-15 06:14","market":"sh","language":"zh","title":"伯克希尔四季度增持苹果，减持银行股、台积电、动视暴雪","url":"https://stock-news.laohu8.com/highlight/detail?id=2311779112","media":"华尔街见闻","summary":"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%。","content":"<html><head></head><body><blockquote>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%。</blockquote><p>2月14日周二美股盘后公布的<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>·哈撒韦13F文件显示，在去年四季度，该公司增持<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，减持<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a>和<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>，重仓股包括苹果、美国银行、雪佛龙、<a href=\"https://laohu8.com/S/KO\">可口可乐</a>、<a href=\"https://laohu8.com/S/AXP\">美国运通</a>等公司。</p><p>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<a href=\"https://laohu8.com/S/601099\">太平洋</a>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、<a href=\"https://laohu8.com/S/USB\">美国合众银行</a>、<a 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\" tg-width=\"569\" tg-height=\"656\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p></body></html>","source":"wallstreetcn_api","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>伯克希尔四季度增持苹果，减持银行股、台积电、动视暴雪</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":{"BK4553":"喜马拉雅资本持仓","LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4576":"AR","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4566":"资本集团","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","BK4524":"宅经济概念","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BRK.A":"伯克希尔","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4501":"段永平概念","BK4577":"网络游戏","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BRK.B":"伯克希尔B","BK4579":"人工智能","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","BK4503":"景林资产持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0444971666.USD":"天利全球科技基金","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4573":"虚拟现实","BK4561":"索罗斯持仓","LU0149725797.USD":"汇丰美国股市经济规模基金","TSM":"台积电","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","AAPL":"苹果","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4176":"多领域控股","LU0238689110.USD":"贝莱德环球动力股票基金","LU0072462426.USD":"贝莱德全球配置 A2","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","BK4515":"5G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 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%。四季度，伯克希尔没有新建仓股票或清仓股票。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。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。","news_type":1},"isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170641347,"gmtCreate":1626430001689,"gmtModify":1626431496878,"author":{"id":"3582261597731926","authorId":"3582261597731926","name":"淋过雨的空气","avatar":"https://static.tigerbbs.com/37963b77bb869d84152e4ab9af7e9178","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"老虎财报可以，我要抄底","listText":"老虎财报可以，我要抄底","text":"老虎财报可以，我要抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170641347","isVote":1,"tweetType":1,"viewCount":991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
