Berkshire Hathaway Inc（巴菲特）13F 持仓 · 2026年Q2
伯克希尔·哈撒韦在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 29 只证券，申报市值合计 2,992.54 亿美元。前几大持仓：AAPL（22.04%）、AXP（17.14%）、KO（10.86%）。本季前 25 大持仓中：增持 6 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $65.95B | 22.04% | 227.9M | 持平 |
| 2 | AXP | AMERICAN EXPRESS CO | $51.28B | 17.14% | 151.6M | 持平 |
| 3 | KO | COCA COLA CO | $32.51B | 10.86% | 400.0M | 持平 |
| 4 | GOOGL | ALPHABET INC | $28.16B | 9.41% | 78.8M | 增持 |
| 5 | BAC | BANK OF AMER CORP | $27.54B | 9.20% | 483.4M | 减持 |
| 6 | CVX | CHEVRON CORPORATION | $13.99B | 4.67% | 84.4M | 持平 |
| 7 | OXY | OCCIDENTAL PETE CORP | $12.87B | 4.30% | 264.9M | 持平 |
| 8 | CB | CHUBB LIMITED | $11.67B | 3.90% | 34.2M | 持平 |
| 9 | MCO | MOODYS CORP | $11.17B | 3.73% | 24.7M | 持平 |
| 10 | GOOG | ALPHABET INC | $9.61B | 3.21% | 27.2M | 增持 |
| 11 | KHC | KRAFT HEINZ CO | $7.69B | 2.57% | 325.6M | 持平 |
| 12 | DVA | DAVITA INC | $6.43B | 2.15% | 28.9M | 减持 |
| 13 | DAL | DELTA AIR LINES INC | $5.37B | 1.79% | 57.3M | 增持 |
| 14 | SIRI | SIRIUSXM HOLDINGS INC | $3.69B | 1.23% | 124.8M | 持平 |
| 15 | VRSN | VERISIGN INC | $2.26B | 0.76% | 9.0M | 持平 |
| 16 | KR | KROGER CO | $2.17B | 0.72% | 39.0M | 减持 |
| 17 | ALLY | ALLY FINL INC | $1.24B | 0.41% | 27.0M | 减持 |
| 18 | LEN | LENNAR CORP | $1.19B | 0.40% | 13.1M | 增持 |
| 19 | LLYVK | LIBERTY LIVE HOLDINGS INC | $1.12B | 0.37% | 10.6M | 持平 |
| 20 | NYT | NEW YORK TIMES CO MTN BE | $1.10B | 0.37% | 15.7M | 增持 |
| 21 | COF | CAPITAL ONE FINL CORP | $601.9M | 0.20% | 3.0M | 减持 |
| 22 | LLYVA | LIBERTY LIVE HOLDINGS INC | $504.9M | 0.17% | 5.0M | 持平 |
| 23 | LPX | LOUISIANA PAC CORP | $445.6M | 0.15% | 5.7M | 持平 |
| 24 | NUE | NUCOR CORP | $413.8M | 0.14% | 1.9M | 减持 |
| 25 | M | MACYS INC | $173.0M | 0.06% | 7.3M | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR