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_老虎社区_美港股上老虎

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...

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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 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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":"news","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":[],"hasMoreComments":false,"newsSizeData":{"likeSize":12,"commentSize":0,"repostSize":1,"favoriteSize":5,"likeStatus":false,"favoriteStatus":false}}