巴菲特Warren Buffett
Berkshire Hathaway · SEC CIK 1067983
季末 · Quarter end
2026-06-30
13F 只包含美股多头、ETF 和期权，不含空头、现金和非美股资产。变动为 2026-06-30 与 2026-03-31 两个季末的股数对比。仅供研究参考，不构成投资建议。 · 13F covers US long equity, ETF and option positions only; no shorts, cash or non-US assets. Changes compare share counts at 2026-06-30 vs 2026-03-31. For research only, not investment advice.
| 股票 · Stock |
市值 · Value |
占比 · Weight |
股数 · Shares |
股数变化 · Chg |
变动 · Action |
|
AAPL
APPLE INC
|
$66.0B |
22.04% |
227.92M |
-
|
不变 Unchanged |
|
AXP
AMERICAN EXPRESS CO
|
$51.3B |
17.14% |
151.61M |
-
|
不变 Unchanged |
|
KO
COCA-COLA CO/THE
|
$32.5B |
10.86% |
400.00M |
-
|
不变 Unchanged |
|
GOOGL
ALPHABET INC-CL A
|
$28.2B |
9.41% |
78.79M |
+45.2%
|
加仓 Added |
|
BAC
BANK OF AMERICA CORP
|
$27.5B |
9.20% |
483.39M |
-5.9%
|
减仓 Trimmed |
|
CVX
CHEVRON CORP
|
$14.0B |
4.67% |
84.38M |
-
|
不变 Unchanged |
|
OXY
OCCIDENTAL PETROLEUM CORP
|
$12.9B |
4.30% |
264.94M |
-
|
不变 Unchanged |
|
CB
CHUBB LTD
|
$11.7B |
3.90% |
34.25M |
-
|
不变 Unchanged |
|
MCO
MOODY'S CORP
|
$11.2B |
3.73% |
24.67M |
-
|
不变 Unchanged |
|
GOOG
ALPHABET INC-CL C
|
$9.6B |
3.21% |
27.19M |
+658.3%
|
加仓 Added |
|
KHC
KRAFT HEINZ CO/THE
|
$7.7B |
2.57% |
325.63M |
-
|
不变 Unchanged |
|
DVA
DAVITA INC
|
$6.4B |
2.15% |
28.88M |
-4.1%
|
减仓 Trimmed |
|
DAL
DELTA AIR LINES INC
|
$5.4B |
1.79% |
57.32M |
+44.0%
|
加仓 Added |
|
SIRI
SIRIUS XM HOLDINGS INC
|
$3.7B |
1.23% |
124.81M |
-
|
不变 Unchanged |
|
VRSN
VERISIGN INC
|
$2.3B |
0.76% |
8.99M |
-
|
不变 Unchanged |
|
KR
KROGER CO
|
$2.2B |
0.72% |
39.00M |
-22.0%
|
减仓 Trimmed |
|
ALLY
ALLY FINANCIAL INC
|
$1.2B |
0.41% |
27.00M |
-6.9%
|
减仓 Trimmed |
|
LEN
LENNAR CORP-A
|
$1.2B |
0.40% |
13.11M |
+29.8%
|
加仓 Added |
|
LLYVK
LIBERTY LIVE HOLDINGS-C
|
$1.1B |
0.37% |
10.59M |
-
|
不变 Unchanged |
|
NYT
NEW YORK TIMES CO-A
|
$1.1B |
0.37% |
15.70M |
+3.7%
|
加仓 Added |
|
COF
CAPITAL ONE FINANCIAL CORP
|
$601.9M |
0.20% |
3.00M |
-58.0%
|
减仓 Trimmed |
|
LLYVA
LIBERTY LIVE HOLDINGS-A
|
$504.9M |
0.17% |
4.99M |
-
|
不变 Unchanged |
|
LPX
LOUISIANA-PACIFIC CORP
|
$445.6M |
0.15% |
5.66M |
-
|
不变 Unchanged |
|
NUE
NUCOR CORP
|
$413.8M |
0.14% |
1.86M |
-52.5%
|
减仓 Trimmed |
|
M
MACY'S INC
|
$173.0M |
0.06% |
7.35M |
+141.8%
|
加仓 Added |
|
NVR
NVR INC
|
$75.7M |
0.03% |
11.1K |
-
|
不变 Unchanged |
|
LEN
LENNAR CORP - B SHS
|
$26.4M |
0.01% |
298.1K |
+25.4%
|
加仓 Added |
|
JEF
JEFFERIES FINANCIAL GROUP IN
|
$21.7M |
0.01% |
433.6K |
-
|
不变 Unchanged |
|
DHI
DR HORTON INC
|
$581K |
0.00% |
3.6K |
+3.6K
|
新建仓 New |
|
STZ
CONSTELLATION BRANDS INC-A
|
- |
- |
- |
-632.9K
|
清仓 Sold out |