Doudou123
02-15
跟着买西方石油从63亏到现在,哎,难受
巴菲特Q4“猛砍”银行股,建仓星座品牌,未再减持苹果
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George__7684
02-15
George__7684
巴菲特持有资源,持有资源没有错,石油资源,不在意涨跌的,洛克菲勒也是石油起家,控制了资源,等于掌握了一一切,资源股获利的短板政治的不确定性,我买两次资源,重复两次基本是亏,长持没问题 不过资金被困死了,如果短期回调不了,不要太执着,换仓!有闲钱放着不动!回调起来也快的!
老蒋518
:
现在呢,马上财报了,感觉可以入点
什么也没有了~
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07:08","market":"us","language":"zh","title":"巴菲特Q4“猛砍”银行股,建仓星座品牌,未再减持苹果","url":"https://stock-news.laohu8.com/highlight/detail?id=2511646019","media":"网易新闻","summary":"最明显的调仓是减持银行股、增持餐饮股。","content":"<html><head></head><body><p><em>摘要:持仓报告显示,除了继续增持<a href=\"https://laohu8.com/S/OXY\">西方石油</a>,巴菲特领导的<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>-哈撒韦公司去年四季度最明显的调仓是减持银行股、增持餐饮股。</em></p><p>根据美东时间2月14日周五公布的递交美国证监会(SEC)13F文件,两家华尔街巨头花旗和美国银行是伯克希尔去年第四季度减持最多的个股。</p><p>其中,伯克希尔持有的花旗股份四季度猛砍超七成,到四季度末,持股环比三季度减少约4060.5万股,持股数环比下降73.5%,在伯克希尔持仓中占比从1.3%降至0.39%,持仓价值减少28.6亿美元;四季度美银的持股环比减少于1.174亿股,持股环比减少14.72%,在伯克希尔持仓中占比从11.88%降至11.17%,持仓市值锐减51.6亿美元。</p><p>不过,美银仍是伯克希尔的第三大重仓股。重仓股的前十位排名和三季度完全相同,前两名依然是<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和<a href=\"https://laohu8.com/S/AXP\">美国运通</a>,第四到第十位分别是<a href=\"https://laohu8.com/S/KO\">可口可乐</a>、<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>、西方石油、<a href=\"https://laohu8.com/S/MCO\">穆迪</a>、<a href=\"https://laohu8.com/S/KHC\">卡夫亨氏</a>、<a href=\"https://laohu8.com/S/CB\">安达保险</a>以及达维塔保健。</p><p>除了美银,四季度伯克希尔的十大重仓中只有第十位的<a href=\"https://laohu8.com/S/HCSG\">医疗保健服务</a>公司达维塔保健被减持,持股环比减少约20.3万股、降幅0.56%。</p><p>四季度伯克希尔未进一步减持苹果。去年苹果始终是伯克希尔的头号重仓股,但在二季度和三季度,伯克希尔接连大幅减持苹果,减持股份幅度分别达50%和25%。到三季度末,所持的苹果股份较去年年初的9.05亿股降至3亿股,降幅接近67%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ea6f8754cd936fac6ec544ebc88389d\" title=\"\" tg-width=\"660\" tg-height=\"358\"/></p><p><strong>继续抄底西方石油,上周五斥3570万美元增持逾76万股</strong></p><p>十大重仓股中,西方石油是四季度唯一被增持的个股。本周稍早,伯克希尔披露了本月继续增持西方石油,本次13F文件并未更改那次披露的西方石油持仓数据。</p><p>去年12月17日至19日三日,伯克希尔以约46美元/股的价格共计投入超4亿美元,增持了西方石油近890万股普通股。此后,尽管西方石油股价继续回落,伯克希尔还进一步增持。</p><p>本周二公布的递交SEC监管文件显示,2月7日上周五,伯克希尔以约46.82美元/股的价格,斥资逾3570万美元买入西方石油逾76.3万股,持股比升至逾28.2%,持有的西方石油普通股数量增至约2.649亿股。</p><p>而到2月7日收盘,西方石油股价已经较去年4月5日所创收盘最高纪录跌去32%以上。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50d62df90df675316593d59b622792b5\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>建仓酒业巨头,加仓达美乐披萨</strong></p><p>四季度伯克希尔新进酒业巨头Constellation Brands(星座品牌),Constellation Brands也是当季伯克希尔入手股票价值最高的个股。当季建仓逾562万股,价值逾12.4亿美元,在伯克希尔持仓中占比0.56%。</p><p>周五盘后,星座品牌涨逾7%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61c2ef6c3c3c1405d2a8275c49781ca2\" tg-width=\"450\" tg-height=\"131\"/></p><p>伯克希尔四季度还加仓了三季度新进的达美乐披萨(DPZ),持股较三季度增加110万股,环比增幅86.49%。达美乐是伯克希尔四季度新增押注最多的个股,仅次于Constellation Brands。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea49673e6ea46ad54c8361a57ef5c152\" title=\"\" tg-width=\"660\" tg-height=\"103\"/></p><p>此外,四季度伯克希尔清仓了二季度新进的犹他美容。三季度伯克希尔已经大幅减持这家化妆品折扣零售商,持股数较二季度剧减96.49%。</p></body></html>","source":"sina","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 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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巴菲特Q4“猛砍”银行股,建仓星座品牌,未再减持苹果\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-15 07:08 北京时间 <a href=https://finance.sina.com.cn/roll/2025-02-15/doc-inekphkt7314463.shtml><strong>网易新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要:持仓报告显示,除了继续增持西方石油,巴菲特领导的伯克希尔-哈撒韦公司去年四季度最明显的调仓是减持银行股、增持餐饮股。根据美东时间2月14日周五公布的递交美国证监会(SEC)13F文件,两家华尔街巨头花旗和美国银行是伯克希尔去年第四季度减持最多的个股。其中,伯克希尔持有的花旗股份四季度猛砍超七成,到四季度末,持股环比三季度减少约4060.5万股,持股数环比下降73.5%,在伯克希尔持仓中占比从...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2025-02-15/doc-inekphkt7314463.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d07d5b4edb32cc2030b6bd99bcaf1cd6","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔","STZ":"星座品牌"},"source_url":"https://finance.sina.com.cn/roll/2025-02-15/doc-inekphkt7314463.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2511646019","content_text":"摘要:持仓报告显示,除了继续增持西方石油,巴菲特领导的伯克希尔-哈撒韦公司去年四季度最明显的调仓是减持银行股、增持餐饮股。根据美东时间2月14日周五公布的递交美国证监会(SEC)13F文件,两家华尔街巨头花旗和美国银行是伯克希尔去年第四季度减持最多的个股。其中,伯克希尔持有的花旗股份四季度猛砍超七成,到四季度末,持股环比三季度减少约4060.5万股,持股数环比下降73.5%,在伯克希尔持仓中占比从1.3%降至0.39%,持仓价值减少28.6亿美元;四季度美银的持股环比减少于1.174亿股,持股环比减少14.72%,在伯克希尔持仓中占比从11.88%降至11.17%,持仓市值锐减51.6亿美元。不过,美银仍是伯克希尔的第三大重仓股。重仓股的前十位排名和三季度完全相同,前两名依然是苹果和美国运通,第四到第十位分别是可口可乐、雪佛龙、西方石油、穆迪、卡夫亨氏、安达保险以及达维塔保健。除了美银,四季度伯克希尔的十大重仓中只有第十位的医疗保健服务公司达维塔保健被减持,持股环比减少约20.3万股、降幅0.56%。四季度伯克希尔未进一步减持苹果。去年苹果始终是伯克希尔的头号重仓股,但在二季度和三季度,伯克希尔接连大幅减持苹果,减持股份幅度分别达50%和25%。到三季度末,所持的苹果股份较去年年初的9.05亿股降至3亿股,降幅接近67%。继续抄底西方石油,上周五斥3570万美元增持逾76万股十大重仓股中,西方石油是四季度唯一被增持的个股。本周稍早,伯克希尔披露了本月继续增持西方石油,本次13F文件并未更改那次披露的西方石油持仓数据。去年12月17日至19日三日,伯克希尔以约46美元/股的价格共计投入超4亿美元,增持了西方石油近890万股普通股。此后,尽管西方石油股价继续回落,伯克希尔还进一步增持。本周二公布的递交SEC监管文件显示,2月7日上周五,伯克希尔以约46.82美元/股的价格,斥资逾3570万美元买入西方石油逾76.3万股,持股比升至逾28.2%,持有的西方石油普通股数量增至约2.649亿股。而到2月7日收盘,西方石油股价已经较去年4月5日所创收盘最高纪录跌去32%以上。建仓酒业巨头,加仓达美乐披萨四季度伯克希尔新进酒业巨头Constellation Brands(星座品牌),Constellation Brands也是当季伯克希尔入手股票价值最高的个股。当季建仓逾562万股,价值逾12.4亿美元,在伯克希尔持仓中占比0.56%。周五盘后,星座品牌涨逾7%。伯克希尔四季度还加仓了三季度新进的达美乐披萨(DPZ),持股较三季度增加110万股,环比增幅86.49%。达美乐是伯克希尔四季度新增押注最多的个股,仅次于Constellation 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