BERKSHIRE ASSET MANAGEMENT LLC/PA
WILKES BARRE PA · SEC CIK 0000949012
$25.48亿2026Q2 申报市值
270持仓数
33.4%前十大占比 · 第一大 4.5%
12 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HONA 新建仓+$2,533.88万
BRK/B 加仓+$418.08万
MCD 加仓+$201.76万
SCHF 加仓+$162.38万
XLP 加仓+$138.40万
2026Q2 卖出最多 按季末市值估算
DELL 减仓-$2,322.08万
HON 减仓-$2,264.92万
GIS 减仓-$1,129.05万
GE 减仓-$304.58万
GEV 减仓-$261.15万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | $1.13亿 | 4.45% | 346,587 | 247 | 0.1% | $8.09万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $1.11亿 | 4.37% | 257,813 | -53,819 | -17.3% | -$2,322.08万 | 减仓 |
| CSCO | CISCO SYS INC | $1.01亿 | 3.97% | 861,826 | 169 | 0.0% | $1.99万 | 加仓 |
| ABBV | ABBVIE INC | $9,600.51万 | 3.77% | 381,518 | 648 | 0.2% | $16.31万 | 加仓 |
| AAPL | APPLE INC | $8,152.76万 | 3.20% | 281,752 | -4 | -0.0% | -$1,157 | 减仓 |
| NUE | NUCOR CORP | $8,050.11万 | 3.16% | 361,396 | 1,331 | 0.4% | $29.65万 | 加仓 |
| MSFT | MICROSOFT CORP | $7,136.93万 | 2.80% | 191,328 | 973 | 0.5% | $36.29万 | 加仓 |
| BAC | BANK OF AMER CORP | $6,698.13万 | 2.63% | 1,175,523 | 2,081 | 0.2% | $11.86万 | 加仓 |
| CVX | CHEVRON CORPORATION | $6,528.14万 | 2.56% | 393,831 | 48 | 0.0% | $7,956 | 加仓 |
| JNJ | Johnson & Johnson | $6,339.60万 | 2.49% | 249,620 | -121 | -0.0% | -$3.07万 | 减仓 |
| MTB | M & T BK CORP | $5,823.22万 | 2.29% | 244,663 | 407 | 0.2% | $9.69万 | 加仓 |
| QCOM | QUALCOMM INC | $5,570.92万 | 2.19% | 301,473 | 392 | 0.1% | $7.24万 | 加仓 |
| WM | WASTE MGMT INC DEL | $5,347.73万 | 2.10% | 239,938 | 1,257 | 0.5% | $28.02万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $5,071.25万 | 1.99% | 251,538 | 904 | 0.4% | $18.23万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $4,917.38万 | 1.93% | 199,715 | 442 | 0.2% | $10.88万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $4,915.27万 | 1.93% | 156,244 | 504 | 0.3% | $15.86万 | 加仓 |
| DE | DEERE & CO | $4,601.92万 | 1.81% | 72,548 | 401 | 0.6% | $25.44万 | 加仓 |
| EMR | EMERSON ELEC CO | $4,543.78万 | 1.78% | 317,414 | 1,338 | 0.4% | $19.15万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $4,400.02万 | 1.73% | 86,366 | 410 | 0.5% | $20.89万 | 加仓 |
| CB | CHUBB LIMITED | $4,395.74万 | 1.72% | 129,006 | 354 | 0.3% | $12.06万 | 加仓 |
| WMT | WALMART INC | $4,367.73万 | 1.71% | 385,637 | 1,417 | 0.4% | $16.05万 | 加仓 |
| PPL | PPL CORP | $4,217.51万 | 1.66% | 1,160,251 | 7,404 | 0.6% | $26.91万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $3,927.15万 | 1.54% | 1,228,385 | 5,706 | 0.5% | $18.24万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $3,820.69万 | 1.50% | 414,077 | 7,419 | 1.8% | $68.46万 | 加仓 |
| EOG | EOG RES INC | $3,702.80万 | 1.45% | 285,424 | 2,861 | 1.0% | $37.12万 | 加仓 |
| MCD | MCDONALDS CORP | $3,658.12万 | 1.44% | 135,331 | 7,464 | 5.8% | $201.76万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $3,528.84万 | 1.38% | 1,273,951 | 58,621 | 4.8% | $162.38万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $3,464.62万 | 1.36% | 599,001 | 2,966 | 0.5% | $17.16万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $3,433.28万 | 1.35% | 595,848 | 1,992 | 0.3% | $11.48万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $3,425.36万 | 1.34% | 593,958 | 10,049 | 1.7% | $57.95万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $3,412.96万 | 1.34% | 232,744 | 1,339 | 0.6% | $19.64万 | 加仓 |
| LOW | LOWES COS INC | $3,362.47万 | 1.32% | 152,500 | 1,147 | 0.8% | $25.29万 | 加仓 |
| LEN | LENNAR CORP | $2,872.88万 | 1.13% | 317,481 | 3,001 | 1.0% | $27.16万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $2,842.15万 | 1.12% | 313,219 | 6,505 | 2.1% | $59.03万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $2,694.09万 | 1.06% | 730,699 | 15,266 | 2.1% | $56.29万 | 加仓 |
| HSY | HERSHEY CO | $2,635.00万 | 1.03% | 150,185 | 2,926 | 2.0% | $51.34万 | 加仓 |
| HON | HONEYWELL INTL INC | $2,572.35万 | 1.01% | 114,889 | -101,158 | -46.8% | -$2,264.92万 | 减仓 |
| AOS | SMITH A O CORP | $2,570.33万 | 1.01% | 409,811 | 12,379 | 3.1% | $77.64万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $2,533.88万 | 0.99% | 114,614 | 114,614 | — | $2,533.88万 | 新建仓 |
| PEP | PEPSICO INC | $2,420.12万 | 0.95% | 178,738 | 1,832 | 1.0% | $24.81万 | 加仓 |
| WPC | WP CAREY INC | $2,393.38万 | 0.94% | 334,738 | 3,950 | 1.2% | $28.24万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2,284.20万 | 0.90% | 272,741 | 2,724 | 1.0% | $22.81万 | 加仓 |
| VO | VANGUARD INDEX FDS | $2,071.58万 | 0.81% | 257,116 | 820 | 0.3% | $6.61万 | 加仓 |
| WFC | WELLS FARGO & CO | $1,949.75万 | 0.77% | 235,933 | -1,176 | -0.5% | -$9.72万 | 减仓 |
| PHM | PULTE GROUP INC | $1,810.50万 | 0.71% | 131,951 | -3,006 | -2.2% | -$41.25万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,719.84万 | 0.67% | 56,738 | 47 | 0.1% | $1.42万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,438.83万 | 0.56% | 425,185 | 312 | 0.1% | $1.06万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,221.40万 | 0.48% | 24,409 | 8,355 | 52.0% | $418.08万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,197.50万 | 0.47% | 16,036 | -1,036 | -6.1% | -$77.36万 | 减仓 |
| KO | COCA COLA CO | $1,142.70万 | 0.45% | 140,605 | -8,605 | -5.8% | -$69.93万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,118.21万 | 0.44% | 156,941 | 7,556 | 5.1% | $53.84万 | 加仓 |
| C | CITIGROUP INC | $1,081.49万 | 0.42% | 77,271 | -1,319 | -1.7% | -$18.46万 | 减仓 |
| COP | ConocoPhillips | $1,044.69万 | 0.41% | 100,490 | -70 | -0.1% | -$7,277 | 减仓 |
| IWF | ISHARES TR | $1,003.69万 | 0.39% | 80,832 | 8 | 0.0% | $993 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $985.77万 | 0.39% | 283,186 | 4,755 | 1.7% | $16.55万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $979.19万 | 0.38% | 332,719 | 14,682 | 4.6% | $43.21万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $978.37万 | 0.38% | 269,821 | 21,587 | 8.7% | $78.27万 | 加仓 |
| AMZN | AMAZON COM INC | $967.68万 | 0.38% | 40,601 | -1,704 | -4.0% | -$40.61万 | 减仓 |
| AMGN | AMGEN INC | $962.00万 | 0.38% | 26,566 | -172 | -0.6% | -$6.23万 | 减仓 |
| DIS | DISNEY WALT CO | $818.42万 | 0.32% | 85,031 | -884 | -1.0% | -$8.51万 | 减仓 |
| AVGO | BROADCOM INC | $772.58万 | 0.30% | 20,452 | -338 | -1.6% | -$12.77万 | 减仓 |
| GOOGL | ALPHABET INC | $695.13万 | 0.27% | 19,451 | -1,288 | -6.2% | -$46.03万 | 减仓 |
| GOOG | ALPHABET INC | $654.51万 | 0.26% | 18,524 | -1,654 | -8.2% | -$58.44万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $574.72万 | 0.23% | 96,284 | 1,090 | 1.1% | $6.51万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $562.93万 | 0.22% | 194,384 | -4,266 | -2.1% | -$12.35万 | 减仓 |
| GE | GE Aerospace | $514.50万 | 0.20% | 13,767 | -8,150 | -37.2% | -$304.58万 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $511.97万 | 0.20% | 26,196 | 2,029 | 8.4% | $39.65万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $500.82万 | 0.20% | 25,030 | 216 | 0.9% | $4.32万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $498.01万 | 0.20% | 5,161 | 23 | 0.4% | $2.22万 | 加仓 |
| LLY | ELI LILLY & CO | $472.91万 | 0.19% | 3,943 | -12 | -0.3% | -$1.44万 | 减仓 |
| — | EXXON MOBIL CORP | $463.33万 | 0.18% | 33,889 | 26 | 0.1% | $3,555 | 加仓 |
| GEV | GE VERNOVA INC | $452.40万 | 0.18% | 3,851 | -2,223 | -36.6% | -$261.15万 | 减仓 |
| MRK | MERCK & CO INC | $438.09万 | 0.17% | 34,092 | -932 | -2.7% | -$11.98万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $420.97万 | 0.17% | 50,676 | 16,661 | 49.0% | $138.40万 | 加仓 |
| CAT | CATERPILLAR INC | $416.59万 | 0.16% | 3,912 | -20 | -0.5% | -$2.13万 | 减仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $416.38万 | 0.16% | 367,500 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $410.22万 | 0.16% | 18,318 | -409 | -2.2% | -$9.16万 | 减仓 |
| IWM | ISHARES TR | $401.82万 | 0.16% | 13,374 | -10 | -0.1% | -$3,004 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $391.77万 | 0.15% | 3,394 | -724 | -17.6% | -$83.57万 | 减仓 |
| RTX | RTX CORPORATION | $360.47万 | 0.14% | 18,999 | 698 | 3.8% | $13.24万 | 加仓 |
| GIS | GENERAL MILLS INC | $352.08万 | 0.14% | 101,173 | -324,439 | -76.2% | -$1,129.05万 | 减仓 |
| MDT | MEDTRONIC PLC | $342.06万 | 0.13% | 43,725 | -1,509 | -3.3% | -$11.80万 | 减仓 |
| IGRO | ISHARES TR | $338.23万 | 0.13% | 38,466 | 805 | 2.1% | $7.08万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $324.38万 | 0.13% | 11,535 | -345 | -2.9% | -$9.70万 | 减仓 |
| MRP | MILLROSE PPTYS INC | $320.31万 | 0.13% | 106,594 | 1,413 | 1.3% | $4.25万 | 加仓 |
| IWD | ISHARES TR | $310.41万 | 0.12% | 12,804 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $300.83万 | 0.12% | 7,238 | -15 | -0.2% | -$6,234 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $297.11万 | 0.12% | 16,423 | 203 | 1.3% | $3.67万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $293.88万 | 0.12% | 8,688 | 30 | 0.3% | $1.01万 | 加仓 |
| HD | HOME DEPOT INC | $283.29万 | 0.11% | 8,033 | -392 | -4.7% | -$13.82万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $283.14万 | 0.11% | 20,696 | 144 | 0.7% | $1.97万 | 加仓 |
| BX | BLACKSTONE INC | $278.75万 | 0.11% | 23,689 | -89 | -0.4% | -$1.05万 | 减仓 |
| KHC | KRAFT HEINZ CO | $269.12万 | 0.11% | 113,938 | 482 | 0.4% | $1.14万 | 加仓 |
| FLR | FLUOR CORP | $261.95万 | 0.10% | 50,000 | 0 | 0.0% | — | 不变 |
| MS | Morgan Stanley | $249.77万 | 0.10% | 11,949 | 58 | 0.5% | $1.21万 | 加仓 |
| META | META PLATFORMS INC | $247.24万 | 0.10% | 4,389 | -620 | -12.4% | -$34.93万 | 减仓 |
| EFA | ISHARES TR | $236.39万 | 0.09% | 22,756 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $227.33万 | 0.09% | 15,512 | -445 | -2.8% | -$6.52万 | 减仓 |
| IJH | ISHARES TR | $227.14万 | 0.09% | 29,456 | 826 | 2.9% | $6.37万 | 加仓 |
| SYY | SYSCO CORP | $221.16万 | 0.09% | 26,460 | 0 | 0.0% | — | 不变 |