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- 和时间赛跑zilong和时间赛跑zilong
  ·2022-05-18
  这条做得不错[爱你]
  一图读懂 | 十大顶级机构Q1美股调仓大揭秘
  伯克希尔、花旗、桥水、贝莱德等多家明星机构已陆续披露一季度13F报告。相较去年四季度，大型科技成长股今年以来抛压沉重，贝莱德、小摩纷纷卖出$Meta Platforms$；$微软$则遭到文艺复兴科技减持。然而石油股却收到机构青睐，伯克希尔、贝莱德大幅买入石油巨头$雪佛龙$。去年四季度首次跻身高瓴重仓股前列的$理想汽车$则跌出了持仓前十。
  一图读懂 | 十大顶级机构Q1美股调仓大揭秘
  1,061 评论
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- _缘分_缘分
  ·2022-05-18
  这篇文章不错，转发给大家看
  一图读懂 | 十大顶级机构Q1美股调仓大揭秘
  伯克希尔、花旗、桥水、贝莱德等多家明星机构已陆续披露一季度13F报告。相较去年四季度，大型科技成长股今年以来抛压沉重，贝莱德、小摩纷纷卖出$Meta Platforms$；$微软$则遭到文艺复兴科技减持。然而石油股却收到机构青睐，伯克希尔、贝莱德大幅买入石油巨头$雪佛龙$。去年四季度首次跻身高瓴重仓股前列的$理想汽车$则跌出了持仓前十。
  一图读懂 | 十大顶级机构Q1美股调仓大揭秘
  997 评论
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- OrlyOrly
  ·2022-05-17
  本季度清仓富国银行，艾伯维，百时美施贵宝这三只股票。
  非常抱歉，此主贴已删除
  1,562 评论
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- 未料胜先料败未料胜先料败
  ·2022-05-17
  通胀三年方知姜是老的辣！
  非常抱歉，此主贴已删除
  1,340 评论
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- 大雁塔大雁塔
  ·2022-05-17
  跟着股神买西方石油和苹果，长期投资，长期持有。
  非常抱歉，此主贴已删除
  1,036 评论
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- william12345william12345
  ·2022-05-17
  跟着巴菲特走没错
  伯克希尔一季度建仓做多西方石油公司和花旗，增持苹果等
  13F报告显示，“股神”巴菲特旗下伯克希尔哈撒韦一季度建仓做多西方石油公司，花旗集团，派拉蒙B类股，McKesson等8只股票；清仓富国银行，艾伯维，百时美施贵宝这三只股票；增持苹果，雪佛龙，动视暴雪
  伯克希尔一季度建仓做多西方石油公司和花旗，增持苹果等
  1,161 评论
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18:18","market":"us","language":"zh","title":"一图读懂 | 十大顶级机构Q1美股调仓大揭秘","url":"https://stock-news.laohu8.com/highlight/detail?id=1127679005","media":"老虎资讯综合","summary":"伯克希尔、花旗、桥水、贝莱德等多家明星机构已陆续披露一季度13F报告。相较去年四季度，大型科技成长股今年以来抛压沉重，贝莱德、小摩纷纷卖出$Meta Platforms$；$微软$则遭到文艺复兴科技减持。然而石油股却收到机构青睐，伯克希尔、贝莱德大幅买入石油巨头$雪佛龙$。去年四季度首次跻身高瓴重仓股前列的$理想汽车$则跌出了持仓前十。","content":"<html><head></head><body><p>伯克希尔、花旗、桥水、贝莱德等多家明星机构已陆续披露一季度13F报告。</p><p>相较去年四季度，大型科技成长股今年以来抛压沉重，贝莱德、小摩纷纷卖出<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>；<a href=\"https://laohu8.com/S/MSFT\">微软</a>则遭到文艺复兴科技减持。然而石油股却收到机构青睐，伯克希尔、贝莱德大幅买入石油巨头<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>。除了股票外，机构还纷纷加码期权、ETF标的，桥水大举买入新兴市场ETF (EEM)，Rivian看涨期权则成为了索罗斯第一大买入标的。</p><p>高瓴则加码部分中概股，大幅增持<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>。去年四季度首次跻身高瓴重仓股前列的<a href=\"https://laohu8.com/S/LI\">理想汽车</a>则跌出了持仓前十。</p><p>一季度，“聪明钱”资金还做出了怎样的仓位调整，最新加码及建仓哪些板块、标的？让我们来一探究竟吧！</p><p><img src=\"https://static.tigerbbs.com/d81e0ba2bd22bcd7377bce8ef38e574b\" tg-width=\"764\" tg-height=\"2908\" width=\"100%\" height=\"auto\"/></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>一图读懂 | 十大顶级机构Q1美股调仓大揭秘</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{ 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}\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一图读懂 | 十大顶级机构Q1美股调仓大揭秘\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\">2022-05-17 18:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>伯克希尔、花旗、桥水、贝莱德等多家明星机构已陆续披露一季度13F报告。</p><p>相较去年四季度，大型科技成长股今年以来抛压沉重，贝莱德、小摩纷纷卖出<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>；<a href=\"https://laohu8.com/S/MSFT\">微软</a>则遭到文艺复兴科技减持。然而石油股却收到机构青睐，伯克希尔、贝莱德大幅买入石油巨头<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>。除了股票外，机构还纷纷加码期权、ETF标的，桥水大举买入新兴市场ETF (EEM)，Rivian看涨期权则成为了索罗斯第一大买入标的。</p><p>高瓴则加码部分中概股，大幅增持<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>。去年四季度首次跻身高瓴重仓股前列的<a href=\"https://laohu8.com/S/LI\">理想汽车</a>则跌出了持仓前十。</p><p>一季度，“聪明钱”资金还做出了怎样的仓位调整，最新加码及建仓哪些板块、标的？让我们来一探究竟吧！</p><p><img src=\"https://static.tigerbbs.com/d81e0ba2bd22bcd7377bce8ef38e574b\" tg-width=\"764\" tg-height=\"2908\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/95414d8312d8ee2d8fac46fd621f61e7","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127679005","content_text":"伯克希尔、花旗、桥水、贝莱德等多家明星机构已陆续披露一季度13F报告。相较去年四季度，大型科技成长股今年以来抛压沉重，贝莱德、小摩纷纷卖出Meta Platforms；微软则遭到文艺复兴科技减持。然而石油股却收到机构青睐，伯克希尔、贝莱德大幅买入石油巨头雪佛龙。除了股票外，机构还纷纷加码期权、ETF标的，桥水大举买入新兴市场ETF (EEM)，Rivian看涨期权则成为了索罗斯第一大买入标的。高瓴则加码部分中概股，大幅增持京东、唯品会。去年四季度首次跻身高瓴重仓股前列的理想汽车则跌出了持仓前十。一季度，“聪明钱”资金还做出了怎样的仓位调整，最新加码及建仓哪些板块、标的？让我们来一探究竟吧！","news_type":1},"isVote":1,"tweetType":1,"viewCount":1061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615157751,"gmtCreate":1652853734673,"gmtModify":1652854382409,"author":{"id":"3566649069653365","authorId":"3566649069653365","name":"_缘分","avatar":"https://static.tigerbbs.com/07cecd15b1b12315ca19e4a1d0c5b7e7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566649069653365","authorIdStr":"3566649069653365"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615157751","repostId":"1127679005","repostType":2,"repost":{"id":"1127679005","kind":"news","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":1652782689,"share":"https://www.laohu8.com/m/news/1127679005?lang=&edition=full","pubTime":"2022-05-17 18:18","market":"us","language":"zh","title":"一图读懂 | 十大顶级机构Q1美股调仓大揭秘","url":"https://stock-news.laohu8.com/highlight/detail?id=1127679005","media":"老虎资讯综合","summary":"伯克希尔、花旗、桥水、贝莱德等多家明星机构已陆续披露一季度13F报告。相较去年四季度，大型科技成长股今年以来抛压沉重，贝莱德、小摩纷纷卖出$Meta Platforms$；$微软$则遭到文艺复兴科技减持。然而石油股却收到机构青睐，伯克希尔、贝莱德大幅买入石油巨头$雪佛龙$。去年四季度首次跻身高瓴重仓股前列的$理想汽车$则跌出了持仓前十。","content":"<html><head></head><body><p>伯克希尔、花旗、桥水、贝莱德等多家明星机构已陆续披露一季度13F报告。</p><p>相较去年四季度，大型科技成长股今年以来抛压沉重，贝莱德、小摩纷纷卖出<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>；<a href=\"https://laohu8.com/S/MSFT\">微软</a>则遭到文艺复兴科技减持。然而石油股却收到机构青睐，伯克希尔、贝莱德大幅买入石油巨头<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>。除了股票外，机构还纷纷加码期权、ETF标的，桥水大举买入新兴市场ETF (EEM)，Rivian看涨期权则成为了索罗斯第一大买入标的。</p><p>高瓴则加码部分中概股，大幅增持<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>。去年四季度首次跻身高瓴重仓股前列的<a href=\"https://laohu8.com/S/LI\">理想汽车</a>则跌出了持仓前十。</p><p>一季度，“聪明钱”资金还做出了怎样的仓位调整，最新加码及建仓哪些板块、标的？让我们来一探究竟吧！</p><p><img src=\"https://static.tigerbbs.com/d81e0ba2bd22bcd7377bce8ef38e574b\" tg-width=\"764\" tg-height=\"2908\" width=\"100%\" height=\"auto\"/></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>一图读懂 | 十大顶级机构Q1美股调仓大揭秘</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{ 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}\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一图读懂 | 十大顶级机构Q1美股调仓大揭秘\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\">2022-05-17 18:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>伯克希尔、花旗、桥水、贝莱德等多家明星机构已陆续披露一季度13F报告。</p><p>相较去年四季度，大型科技成长股今年以来抛压沉重，贝莱德、小摩纷纷卖出<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>；<a href=\"https://laohu8.com/S/MSFT\">微软</a>则遭到文艺复兴科技减持。然而石油股却收到机构青睐，伯克希尔、贝莱德大幅买入石油巨头<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>。除了股票外，机构还纷纷加码期权、ETF标的，桥水大举买入新兴市场ETF (EEM)，Rivian看涨期权则成为了索罗斯第一大买入标的。</p><p>高瓴则加码部分中概股，大幅增持<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>。去年四季度首次跻身高瓴重仓股前列的<a href=\"https://laohu8.com/S/LI\">理想汽车</a>则跌出了持仓前十。</p><p>一季度，“聪明钱”资金还做出了怎样的仓位调整，最新加码及建仓哪些板块、标的？让我们来一探究竟吧！</p><p><img src=\"https://static.tigerbbs.com/d81e0ba2bd22bcd7377bce8ef38e574b\" tg-width=\"764\" tg-height=\"2908\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/95414d8312d8ee2d8fac46fd621f61e7","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127679005","content_text":"伯克希尔、花旗、桥水、贝莱德等多家明星机构已陆续披露一季度13F报告。相较去年四季度，大型科技成长股今年以来抛压沉重，贝莱德、小摩纷纷卖出Meta 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05:43","market":"us","language":"zh","title":"伯克希尔一季度建仓做多西方石油公司和花旗，增持苹果等","url":"https://stock-news.laohu8.com/highlight/detail?id=2236251308","media":"华尔街见闻","summary":"13F报告显示，“股神”巴菲特旗下伯克希尔哈撒韦一季度建仓做多西方石油公司，花旗集团，派拉蒙B类股，McKesson等8只股票；清仓富国银行，艾伯维，百时美施贵宝这三只股票；增持苹果，雪佛龙，动视暴雪","content":"<html><head></head><body><blockquote>13F报告显示，“股神”巴菲特旗下<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦一季度建仓做多<a href=\"https://laohu8.com/S/OXY\">西方石油</a>公司，花旗集团，派拉蒙B类股，McKesson等8只股票；清仓<a href=\"https://laohu8.com/S/WFC\">富国银行</a>，艾伯维，百时美<a href=\"https://laohu8.com/S/BMY\">施贵宝</a>这三只股票；增持<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>，<a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a>，<a href=\"https://laohu8.com/S/GM\">通用汽车</a>等7只股票；减持<a href=\"https://laohu8.com/S/VZ\">威瑞森</a>和Kroger等4只股票；重仓股包括苹果，<a href=\"https://laohu8.com/S/BAC\">美国银行</a>，<a href=\"https://laohu8.com/S/AXP\">美国运通</a>，雪佛龙和<a href=\"https://laohu8.com/S/KO\">可口可乐</a>。</blockquote><p>美东时间5月16日周一，“股神”巴菲特旗下伯克希尔哈撒韦公司公布的最新13F报告显示，截止3月31日该公司一季度持仓规模达363.554亿美元，较上季度330.953亿美元规模增加9.8%，十大重仓股集中度为87.20%。本季度总共增持7个标的、减持4个标的、新建仓8个标的、清仓3个标的。<img src=\"https://static.tigerbbs.com/196b2db93ac574dfe13ec4525a213b82\" tg-width=\"731\" tg-height=\"598\" referrerpolicy=\"no-referrer\"/></p><p>相比上个季度现金储备总额为1457亿美元来看，截至一季度末，伯克希尔的现金储备为1063亿美元，为2018年第三季度以来的最低水平。较去年四季度末的账面现金1440亿美元下降26%，与近期频频出手投资有关。华尔街见闻稍早前文章提及，伯克希尔一季度买入510亿美元股票，大举押注能源股，雪佛龙、西方石油，此外还以116亿美元收购保险公司Alleghany，以及买入1.21亿股<a href=\"https://laohu8.com/S/HPQ\">惠普</a>股票。</p><p>周一公布的文件显示，其重仓股包括苹果（增至8.909亿股，持仓市值1556亿美元，在流通股占比5.5%），美国银行（维持10.1亿股不变，持仓市值416亿美元），美国运通（持股市值284亿美元），雪佛龙（增至1.516亿股，持仓市值259亿美元，持股比例8.2%），可口可乐（持股市值248亿美元）。</p><p>华尔街见闻此前文章指出，今年一季度，伯克希尔在市场暴跌期间购买了超过510亿美元的股票，包括雪佛龙、惠普和西方石油公司。这与去年的操作形成巨大反差：2021年伯克希尔股票净抛售74亿美元。</p><p>巴菲特在股东大会上谈到他对西方石油的巨额投资。他表示，西方石油公司年报很好，所以才决定投资其中。他称在3月头两周内收购了后者14%的流通股份，价值超过70亿美元，原本西方石油公司只有60%的股票可以流通。他还指出，如果将拥有西方石油大量股份的指数基金计算在内，持有的股权事实上是更大的。</p><p>此外，截至第一季度末，伯克希尔对雪佛龙的投资为259亿美元，相当于持有约1.59亿股，较去年四季度末持有的约3800万股、价值45亿美元的持仓大幅上升。当前，雪佛龙已经成为伯克希尔的第四大持仓。</p><p>伯克希尔重仓雪佛龙和西方石油，也就是说，加上100亿美元的西方石油优先股，伯克希尔对石油行业的持仓现在超过400亿美元。</p><p><img src=\"https://static.tigerbbs.com/8ca828e99b45b4c8d2059d40c84868c0\" tg-width=\"738\" tg-height=\"374\" referrerpolicy=\"no-referrer\"/>一季度，伯克希尔哈撒韦建仓做多西方石油公司，花旗集团，派拉蒙B类股，McKesson等8只股票；增持苹果，雪佛龙，动视暴雪，通用汽车等7只股票。报告显示，伯克希尔本季度清仓富国银行，艾伯维，百时美施贵宝这三只股票。值得注意的是，作为美国的银行的主要投资者，从上个季度开始就削减了规模较小银行的股份，包括四季度其减持富国银行59%的股份，并清仓了<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、M＆T Bank Corp和PNC Financial Services Group。</p><p>此外，伯克希尔本季度减持Verizon和Kroger等4只股票。其中减持最多的是Verizon持仓比例减少了2.47%，据悉，伯克希尔从2020年第三季度开始对Verizon进行投资，截至上个季度末，伯克希尔持有86亿美元的股票。此番减持可能意味着电话公司的股息支出和无线业务收入增长的前景逐步变弱。<img src=\"https://static.tigerbbs.com/5161d63fa5a2a157ddd2851204a3af59\" tg-width=\"730\" tg-height=\"359\" referrerpolicy=\"no-referrer\"/>值得注意的是，从其持仓行业变化来看，以苹果为首的持股占比扩大趋势日益明显，而其传统银行股、消费股则相对减少。<img src=\"https://static.tigerbbs.com/20a9e95551bfa391e8968f9140422866\" tg-width=\"768\" tg-height=\"623\" referrerpolicy=\"no-referrer\"/>13F作为由管理着至少1亿美元的股权资产机构向美国证券交易委员会SEC披露其机构持有的股权及资金去向的重要文件，投资者通常把13F作为自己的“投资风向标”。</p><p>上周五，全球最大对冲基金桥水公布其一季度持仓报告，一季度建仓做多伯克希尔哈撒韦B类股、Medtronic、Linde Plc.、Ishares MBS <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a>、Newmont、<a href=\"https://laohu8.com/S/CAT\">卡特彼勒</a>、南方铜业公司、<a href=\"https://laohu8.com/S/ABNB\">爱彼迎</a>（Airbnb）等股票或ETF。清仓<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、威瑞森、AutoZone等股票。第一季度持仓规模较上一季度增长44%。</p></body></html>","source":"live_wallstreetcn","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>伯克希尔一季度建仓做多西方石油公司和花旗，增持苹果等</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n伯克希尔一季度建仓做多西方石油公司和花旗，增持苹果等\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-17 05:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3659514><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>13F报告显示，“股神”巴菲特旗下伯克希尔哈撒韦一季度建仓做多西方石油公司，花旗集团，派拉蒙B类股，McKesson等8只股票；清仓富国银行，艾伯维，百时美施贵宝这三只股票；增持苹果，雪佛龙，动视暴雪，通用汽车等7只股票；减持威瑞森和Kroger等4只股票；重仓股包括苹果，美国银行，美国运通，雪佛龙和可口可乐。美东时间5月16日周一，“股神”巴菲特旗下伯克希尔哈撒韦公司公布的最新13F报告显示，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3659514\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"WFC":"富国银行","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4007":"制药","BK4566":"资本集团","GM":"通用汽车","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4501":"段永平概念","AAPL":"苹果","CVX":"雪佛龙","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4207":"综合性银行","BK4574":"无人驾驶","BK4022":"陆运","BK4573":"虚拟现实","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","C":"花旗","BK4504":"桥水持仓","BK4512":"苹果概念","BK4099":"汽车制造商","BK4170":"电脑硬件、储存设备及电脑周边","BRK.A":"伯克希尔","HTZ":"赫兹租车","BK4176":"多领域控股","BK4201":"综合性石油与天然气企业","BRK.B":"伯克希尔B","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4534":"瑞士信贷持仓","BK4554":"元宇宙及AR概念","BMY":"施贵宝","BK4570":"地缘局势概念股","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","OXY":"西方石油","BK4507":"流媒体概念","BK4576":"AR"},"source_url":"https://wallstreetcn.com/articles/3659514","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"2236251308","content_text":"13F报告显示，“股神”巴菲特旗下伯克希尔哈撒韦一季度建仓做多西方石油公司，花旗集团，派拉蒙B类股，McKesson等8只股票；清仓富国银行，艾伯维，百时美施贵宝这三只股票；增持苹果，雪佛龙，动视暴雪，通用汽车等7只股票；减持威瑞森和Kroger等4只股票；重仓股包括苹果，美国银行，美国运通，雪佛龙和可口可乐。美东时间5月16日周一，“股神”巴菲特旗下伯克希尔哈撒韦公司公布的最新13F报告显示，截止3月31日该公司一季度持仓规模达363.554亿美元，较上季度330.953亿美元规模增加9.8%，十大重仓股集中度为87.20%。本季度总共增持7个标的、减持4个标的、新建仓8个标的、清仓3个标的。相比上个季度现金储备总额为1457亿美元来看，截至一季度末，伯克希尔的现金储备为1063亿美元，为2018年第三季度以来的最低水平。较去年四季度末的账面现金1440亿美元下降26%，与近期频频出手投资有关。华尔街见闻稍早前文章提及，伯克希尔一季度买入510亿美元股票，大举押注能源股，雪佛龙、西方石油，此外还以116亿美元收购保险公司Alleghany，以及买入1.21亿股惠普股票。周一公布的文件显示，其重仓股包括苹果（增至8.909亿股，持仓市值1556亿美元，在流通股占比5.5%），美国银行（维持10.1亿股不变，持仓市值416亿美元），美国运通（持股市值284亿美元），雪佛龙（增至1.516亿股，持仓市值259亿美元，持股比例8.2%），可口可乐（持股市值248亿美元）。华尔街见闻此前文章指出，今年一季度，伯克希尔在市场暴跌期间购买了超过510亿美元的股票，包括雪佛龙、惠普和西方石油公司。这与去年的操作形成巨大反差：2021年伯克希尔股票净抛售74亿美元。巴菲特在股东大会上谈到他对西方石油的巨额投资。他表示，西方石油公司年报很好，所以才决定投资其中。他称在3月头两周内收购了后者14%的流通股份，价值超过70亿美元，原本西方石油公司只有60%的股票可以流通。他还指出，如果将拥有西方石油大量股份的指数基金计算在内，持有的股权事实上是更大的。此外，截至第一季度末，伯克希尔对雪佛龙的投资为259亿美元，相当于持有约1.59亿股，较去年四季度末持有的约3800万股、价值45亿美元的持仓大幅上升。当前，雪佛龙已经成为伯克希尔的第四大持仓。伯克希尔重仓雪佛龙和西方石油，也就是说，加上100亿美元的西方石油优先股，伯克希尔对石油行业的持仓现在超过400亿美元。一季度，伯克希尔哈撒韦建仓做多西方石油公司，花旗集团，派拉蒙B类股，McKesson等8只股票；增持苹果，雪佛龙，动视暴雪，通用汽车等7只股票。报告显示，伯克希尔本季度清仓富国银行，艾伯维，百时美施贵宝这三只股票。值得注意的是，作为美国的银行的主要投资者，从上个季度开始就削减了规模较小银行的股份，包括四季度其减持富国银行59%的股份，并清仓了摩根大通、M＆T Bank Corp和PNC Financial Services Group。此外，伯克希尔本季度减持Verizon和Kroger等4只股票。其中减持最多的是Verizon持仓比例减少了2.47%，据悉，伯克希尔从2020年第三季度开始对Verizon进行投资，截至上个季度末，伯克希尔持有86亿美元的股票。此番减持可能意味着电话公司的股息支出和无线业务收入增长的前景逐步变弱。值得注意的是，从其持仓行业变化来看，以苹果为首的持股占比扩大趋势日益明显，而其传统银行股、消费股则相对减少。13F作为由管理着至少1亿美元的股权资产机构向美国证券交易委员会SEC披露其机构持有的股权及资金去向的重要文件，投资者通常把13F作为自己的“投资风向标”。上周五，全球最大对冲基金桥水公布其一季度持仓报告，一季度建仓做多伯克希尔哈撒韦B类股、Medtronic、Linde Plc.、Ishares MBS Pacer Swan SOS Fund of Funds ETF|ETF、Newmont、卡特彼勒、南方铜业公司、爱彼迎（Airbnb）等股票或ETF。清仓特斯拉、威瑞森、AutoZone等股票。第一季度持仓规模较上一季度增长44%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"essenList":[],"allBottom":false,"essenBottom":true}