BERKSHIRE ASSET MANAGEMENT LLC/PA
WILKES BARRE PA · SEC CIK 0000949012
$23.32亿2026Q1 申报市值
263持仓数
30.4%前十大占比 · 第一大 4.4%
17 / 14新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SCHF 加仓+$338.83万
EOG 加仓+$244.61万
MSFT 加仓+$244.46万
SCHE 加仓+$219.80万
AAPL 加仓+$209.43万
2026Q1 卖出最多 按季末市值估算
IAU 重新持有-$462.66万
EXPE 清仓-$296.14万
IWD 减仓-$291.51万
SOLS 清仓-$253.42万
INTC 减仓-$190.30万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | $196.27万 | 0.08% | 7,253 | -245 | -3.3% | -$6.63万 | 减仓 |
| MS | MORGAN STANLEY | $195.69万 | 0.08% | 11,891 | 89 | 0.8% | $1.46万 | 加仓 |
| IJH | ISHARES TR | $193.34万 | 0.08% | 28,630 | -125 | -0.4% | -$8,441 | 减仓 |
| UNP | UNION PAC CORP | $189.61万 | 0.08% | 7,815 | -76 | -1.0% | -$1.84万 | 减仓 |
| SYY | SYSCO CORP | $188.74万 | 0.08% | 26,460 | 147 | 0.6% | $1.05万 | 加仓 |
| MO | ALTRIA GROUP INC | $185.46万 | 0.08% | 28,105 | 935 | 3.4% | $6.17万 | 加仓 |
| IWV | ISHARES TR | $183.15万 | 0.08% | 4,941 | 191 | 4.0% | $7.08万 | 加仓 |
| ADI | ANALOG DEVICES INC | $178.24万 | 0.08% | 5,603 | 54 | 1.0% | $1.72万 | 加仓 |
| DVY | ISHARES TR | $177.92万 | 0.08% | 11,751 | -361 | -3.0% | -$5.47万 | 减仓 |
| IWN | ISHARES TR | $171.39万 | 0.07% | 9,040 | 4 | 0.0% | $758 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $163.38万 | 0.07% | 19,820 | -31 | -0.2% | -$2,555 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $159.17万 | 0.07% | 8,293 | 0 | 0.0% | — | 不变 |
| BF/B | BROWN FORMAN CORP | $156.37万 | 0.07% | 59,140 | -59 | -0.1% | -$1,560 | 减仓 |
| NEE | NEXTERA ENERGY INC | $152.48万 | 0.07% | 16,417 | -471 | -2.8% | -$4.37万 | 减仓 |
| QQQ | INVESCO QQQ TR | $151.94万 | 0.07% | 2,632 | -85 | -3.1% | -$4.91万 | 减仓 |
| V | VISA INC | $149.81万 | 0.06% | 4,957 | -527 | -9.6% | -$15.93万 | 减仓 |
| ACWI | ISHARES TR | $146.06万 | 0.06% | 10,556 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $145.37万 | 0.06% | 1,718 | -114 | -6.2% | -$9.65万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $140.75万 | 0.06% | 3,152 | -227 | -6.7% | -$10.14万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $139.12万 | 0.06% | 4,118 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $136.73万 | 0.06% | 7,043 | -224 | -3.1% | -$4.35万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $133.42万 | 0.06% | 4,593 | -382 | -7.7% | -$11.10万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $132.35万 | 0.06% | 2,215 | 960 | 76.5% | $57.36万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $129.64万 | 0.06% | 3,836 | 77 | 2.0% | $2.60万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $129.41万 | 0.06% | 44,501 | -552 | -1.2% | -$1.61万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $128.03万 | 0.05% | 10,205 | 0 | 0.0% | — | 不变 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $126.18万 | 0.05% | 21,514 | -737 | -3.3% | -$4.32万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $118.43万 | 0.05% | 4,550 | -224 | -4.7% | -$5.83万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $117.86万 | 0.05% | 31,838 | 31,838 | — | $117.86万 | 新建仓 |
| CART | MAPLEBEAR INC | $114.27万 | 0.05% | 30,505 | 30,505 | — | $114.27万 | 新建仓 |
| INTC | INTEL CORP | $104.51万 | 0.04% | 23,681 | -43,121 | -64.6% | -$190.30万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $101.46万 | 0.04% | 1,018 | 33 | 3.4% | $3.29万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $97.74万 | 0.04% | 11,347 | 11,347 | — | $97.74万 | 新建仓 |
| IJR | ISHARES TR | $96.03万 | 0.04% | 7,725 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $92.92万 | 0.04% | 20,000 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL | $92.53万 | 0.04% | 25,000 | -36 | -0.1% | -$1,332 | 减仓 |
| TJX | TJX COS INC NEW | $87.88万 | 0.04% | 5,503 | -522 | -8.7% | -$8.34万 | 减仓 |
| MBUU | MALIBU BOATS INC | $85.92万 | 0.04% | 33,150 | 1,500 | 4.7% | $3.89万 | 加仓 |
| PGR | PROGRESSIVE CORP | $83.31万 | 0.04% | 4,203 | -982 | -18.9% | -$19.47万 | 减仓 |
| SMH | VANECK ETF TRUST | $79.90万 | 0.03% | 2,084 | 20 | 1.0% | $7,668 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $79.64万 | 0.03% | 890 | -129 | -12.7% | -$11.54万 | 减仓 |
| SSO | PROSHARES TR | $78.72万 | 0.03% | 15,173 | 4,715 | 45.1% | $24.46万 | 加仓 |
| — | LITMAN GREGORY FDS TR | $77.81万 | 0.03% | 59,582 | 11,666 | 24.3% | $15.24万 | 加仓 |
| COKE | COCA COLA CONS INC | $77.08万 | 0.03% | 4,020 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $76.25万 | 0.03% | 8,134 | -2,246 | -21.6% | -$21.05万 | 减仓 |
| MHK | MOHAWK INDS INC | $75.81万 | 0.03% | 7,700 | 7,700 | — | $75.81万 | 新建仓 |
| BLK | BLACKROCK INC | $74.66万 | 0.03% | 776 | 48 | 6.6% | $4.62万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $71.97万 | 0.03% | 11,748 | -210 | -1.8% | -$1.29万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $71.88万 | 0.03% | 7,355 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $71.61万 | 0.03% | 9,956 | 4,820 | 93.8% | $34.67万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $70.70万 | 0.03% | 23,043 | 3,568 | 18.3% | $10.95万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $70.13万 | 0.03% | 2,032 | -37 | -1.8% | -$1.28万 | 减仓 |
| ADSK | AUTODESK INC | $69.50万 | 0.03% | 2,903 | -280 | -8.8% | -$6.70万 | 减仓 |
| PSX | PHILLIPS 66 | $67.90万 | 0.03% | 3,727 | 483 | 14.9% | $8.80万 | 加仓 |
| DHR | DANAHER CORP DEL | $67.63万 | 0.03% | 3,567 | -34 | -0.9% | -$6,446 | 减仓 |
| NWBI | NORTHWEST BANCSHARES INC | $65.16万 | 0.03% | 51,348 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $62.69万 | 0.03% | 1,760 | 19 | 1.1% | $6,767 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $60.59万 | 0.03% | 1,765 | 82 | 4.9% | $2.81万 | 加仓 |
| PFIS | PEOPLES FINL SVCS CORP | $59.67万 | 0.03% | 11,188 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $59.27万 | 0.03% | 1,186 | -49 | -4.0% | -$2.45万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $59.17万 | 0.03% | 11,956 | 2,169 | 22.2% | $10.73万 | 加仓 |
| EEM | ISHARES TR | $58.62万 | 0.03% | 10,322 | 10,322 | — | $58.62万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $57.76万 | 0.02% | 1,572 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC | $57.68万 | 0.02% | 1,898 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $57.30万 | 0.02% | 19,959 | 109 | 0.5% | $3,129 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $57.06万 | 0.02% | 6,181 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $56.84万 | 0.02% | 1,321 | -75 | -5.4% | -$3.23万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $56.22万 | 0.02% | 5,827 | 8 | 0.1% | $772 | 加仓 |
| FAST | FASTENAL CO | $53.61万 | 0.02% | 11,554 | 2,658 | 29.9% | $12.33万 | 加仓 |
| SYK | STRYKER CORPORATION | $53.50万 | 0.02% | 1,628 | -86 | -5.0% | -$2.83万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $53.46万 | 0.02% | 4,506 | 907 | 25.2% | $10.76万 | 加仓 |
| IWP | ISHARES TR | $52.48万 | 0.02% | 4,096 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $52.31万 | 0.02% | 5,317 | -2,329 | -30.5% | -$22.91万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $51.82万 | 0.02% | 4,091 | 47 | 1.2% | $5,954 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $51.55万 | 0.02% | 2,630 | 38 | 1.5% | $7,448 | 加仓 |
| SLV | ISHARES SILVER TR | $50.98万 | 0.02% | 7,481 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $50.06万 | 0.02% | 1,126 | -135 | -10.7% | -$6.00万 | 减仓 |
| PWR | QUANTA SVCS INC | $49.91万 | 0.02% | 909 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $48.34万 | 0.02% | 975 | -81 | -7.7% | -$4.02万 | 减仓 |
| — | LEGGETT & PLATT INC | $47.47万 | 0.02% | 48,042 | 11,500 | 31.5% | $11.36万 | 加仓 |
| EWJ | ISHARES INC | $47.23万 | 0.02% | 5,593 | -208 | -3.6% | -$1.76万 | 减仓 |
| IWS | ISHARES TR | $47.06万 | 0.02% | 3,229 | 1 | 0.0% | $146 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $46.19万 | 0.02% | 2,148 | -16 | -0.7% | -$3,441 | 减仓 |
| MKL | MARKEL GROUP INC | $45.75万 | 0.02% | 239 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $44.44万 | 0.02% | 2,436 | 0 | 0.0% | — | 不变 |
| EWU | ISHARES TR | $44.42万 | 0.02% | 9,750 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $43.54万 | 0.02% | 3,969 | 255 | 6.9% | $2.80万 | 加仓 |
| SONY | SONY GROUP CORP | $42.43万 | 0.02% | 20,496 | -41 | -0.2% | -$849 | 减仓 |
| GNRC | GENERAC HLDGS INC | $42.33万 | 0.02% | 2,167 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $42.14万 | 0.02% | 1,924 | 12 | 0.6% | $2,628 | 加仓 |
| OMC | OMNICOM GROUP INC | $41.99万 | 0.02% | 5,576 | -30 | -0.5% | -$2,259 | 减仓 |
| ET | ENERGY TRANSFER L P | $41.44万 | 0.02% | 21,471 | -9,620 | -30.9% | -$18.57万 | 减仓 |
| MMM | 3M CO | $40.62万 | 0.02% | 2,797 | -202 | -6.7% | -$2.93万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $39.61万 | 0.02% | 7,135 | 135 | 1.9% | $7,495 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $39.51万 | 0.02% | 3,017 | -568 | -15.8% | -$7.44万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $37.93万 | 0.02% | 7,683 | -4 | -0.1% | -$197 | 减仓 |
| PII | POLARIS INC | $37.31万 | 0.02% | 6,845 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $37.10万 | 0.02% | 1,320 | -215 | -14.0% | -$6.04万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $36.71万 | 0.02% | 2,478 | -26 | -1.0% | -$3,851 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $35.79万 | 0.02% | 7,800 | 0 | 0.0% | — | 不变 |