股神8808
2023-05-16
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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
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06:50","market":"hk","language":"zh","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2335848551","media":"华尔街见闻","summary":"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C","content":"<html><head></head><body><blockquote>摘要：一季度，<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦清仓区域性银行Bancorp、<a href=\"https://laohu8.com/S/BK\">纽约梅隆银行</a>、<a href=\"https://laohu8.com/S/DLX\">豪华</a>家具零售商RH和中国<a href=\"https://laohu8.com/S/TSM\">台积电</a>；增持<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/OXY\">西方石油</a>公司、<a href=\"https://laohu8.com/S/HPQ\">惠普</a>、派拉蒙、<a href=\"https://laohu8.com/S/C\">花旗</a>等七只股票；减持<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>和<a href=\"https://laohu8.com/S/GM\">通用汽车</a>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、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>、<a href=\"https://laohu8.com/S/AXP\">美国运通</a>、<a href=\"https://laohu8.com/S/KO\">可口可乐</a>、雪佛龙等。</blockquote><p>据5月15日周一公布的13F报告显示，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Capital One等三只股票。</p><p>其中，建仓Capital One 992.2万股，持仓价值为9.54亿美元，为伯克希尔哈撒韦第24大持仓股；建仓英国知名酒厂<a href=\"https://laohu8.com/S/DEO\">帝亚吉欧</a>22.8万股，持仓价值为4126.4万美元，为伯克希尔哈撒韦第40大持仓股；建仓<a href=\"https://laohu8.com/S/USEG\">美国能源</a>投资公司<a href=\"https://laohu8.com/S/VTS\">Vitesse Energy</a> 5.1万股，持仓价值为97.1万美元，为伯克希尔哈撒韦第48大持仓股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7202f1a05909488090e7c1bf16f79845\" tg-width=\"640\" tg-height=\"90\"/></p><p>一季度，伯克希尔哈撒韦增持<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/OXY\">西方石油</a>公司、<a href=\"https://laohu8.com/S/HPQ\">惠普</a>、派拉蒙、花旗等七只股票；减持<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>和<a href=\"https://laohu8.com/S/GM\">通用汽车</a>等八只股票。</p><p>从增持比例来看，增持比例最大的为惠普，增持15%，增持西方石油8%，增持苹果或美国银行2%，小幅增持派拉蒙、花旗和保险公司Markel。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bca06711bb01a4f4a8fcec35783e650\" tg-width=\"640\" tg-height=\"159\"/></p><p>从减持的比例来看，减持比例最大的为通用汽车，减持20%；减持医药分销公司McKesson 19%；减持雪佛龙18%。此外，对亚马逊也减持了1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/187309936ce2a67e56596069e24a0468\" tg-width=\"640\" tg-height=\"203\"/></p><p>一季度，伯克希尔哈撒韦清仓区域性银行Bancorp、<a href=\"https://laohu8.com/S/BK\">纽约梅隆银行</a>、<a href=\"https://laohu8.com/S/DLX\">豪华</a>家具零售商RH和中国<a href=\"https://laohu8.com/S/TSM\">台积电</a>。</p><p>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、<a href=\"https://laohu8.com/S/AXP\">美国运通</a>、<a href=\"https://laohu8.com/S/KO\">可口可乐</a>、雪佛龙等。</p><p>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%。</p><p>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%。</p><p>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<a href=\"https://laohu8.com/S/KHC\">卡夫亨氏</a>，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%。</p><p>第八大持仓股为<a href=\"https://laohu8.com/S/MCO\">穆迪</a>，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<a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a>，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%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00c9b185680c1dfbc1a213f0b247dfdb\" tg-width=\"640\" tg-height=\"229\"/></p><p>报告发布后，Capital One美股盘后涨5%，RH跌2.9%。</p></body></html>","source":"tencent","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>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</title>\n<style 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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Q1清仓两家区域银行和台积电，减持通用汽车和雪佛龙等\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-16 06:50 北京时间 <a 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 href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023051606495384717aba&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a9e4046d9a1f09a11819eb66716d72e2","relate_stocks":{"161121":"银行","BK4561":"索罗斯持仓","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","BRK.A":"伯克希尔","BK4581":"高盛持仓","CVX":"雪佛龙","GM":"通用汽车","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","BRK.B":"伯克希尔B","BK4512":"苹果概念","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","HTZ":"赫兹租车","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","BK4099":"汽车制造商","BK4585":"ETF&股票定投概念","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4555":"新能源车","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","BK4176":"多领域控股","BK4566":"资本集团","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","BK4559":"巴菲特持仓","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","BK4588":"碎股","TSM":"台积电","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4574":"无人驾驶","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023051606495384717aba&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2335848551","content_text":"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Capital One等三只股票。其中，建仓Capital One 992.2万股，持仓价值为9.54亿美元，为伯克希尔哈撒韦第24大持仓股；建仓英国知名酒厂帝亚吉欧22.8万股，持仓价值为4126.4万美元，为伯克希尔哈撒韦第40大持仓股；建仓美国能源投资公司Vitesse Energy 5.1万股，持仓价值为97.1万美元，为伯克希尔哈撒韦第48大持仓股。一季度，伯克希尔哈撒韦增持苹果、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。从增持比例来看，增持比例最大的为惠普，增持15%，增持西方石油8%，增持苹果或美国银行2%，小幅增持派拉蒙、花旗和保险公司Markel。从减持的比例来看，减持比例最大的为通用汽车，减持20%；减持医药分销公司McKesson 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%。","news_type":1,"symbols_score_info":{"161121":0.9,"BRK.A":0.9,"BRK.B":0.9,"CVX":0.9,"GM":0.9,"HTZ":0.9,"TSM":0.9,"TWmain":0.9}},"isVote":1,"tweetType":1,"viewCount":2415,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/652996252"}
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