Berkshire Hathaway Inc
Omaha NE · SEC CIK 0001067983
$2,630.96亿2026Q1 申报市值
29持仓数
90.7%前十大占比 · 第一大 22.0%
3 / 16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
GOOGL 加仓+$104.68亿
DAL 新建仓+$26.47亿
GOOG 新建仓+$10.28亿
NYT 加仓+$8.44亿
LEN 加仓+$2.65亿
2026Q1 卖出最多 按季末市值估算
CVX 减仓-$94.72亿
V 清仓-$29.10亿
MA 清仓-$22.76亿
STZ 减仓-$18.55亿
UNH 清仓-$16.64亿
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC | $0 | 0.00% | 0 | -8,297,460 | -100.0% | -$29.10亿 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -3,986,648 | -100.0% | -$22.76亿 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -5,039,564 | -100.0% | -$16.64亿 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -3,350,000 | -100.0% | -$13.96亿 | 清仓 |
| AON | AON PLC | $0 | 0.00% | 0 | -3,602,995 | -100.0% | -$12.71亿 | 清仓 |
| POOL | POOL CORP | $0 | 0.00% | 0 | -3,068,885 | -100.0% | -$7.02亿 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -2,276,000 | -100.0% | -$5.25亿 | 清仓 |
| HEI/A | HEICO CORP NEW | $0 | 0.00% | 0 | -1,294,612 | -100.0% | -$3.27亿 | 清仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | -3,018,555 | -100.0% | -$2.97亿 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC N | $0 | 0.00% | 0 | -1,060,882 | -100.0% | -$2.21亿 | 清仓 |
| LAMR | LAMAR ADVERTISING CO NEW | $0 | 0.00% | 0 | -1,202,410 | -100.0% | -$1.52亿 | 清仓 |
| ALLE | ALLEGION PLC | $0 | 0.00% | 0 | -780,133 | -100.0% | -$1.24亿 | 清仓 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -227,750 | -100.0% | -$1,964.80万 | 清仓 |
| LILA | LIBERTY LATIN AMERICA LTD | $0 | 0.00% | 0 | -2,396,665 | -100.0% | -$1,771.14万 | 清仓 |
| LILAK | LIBERTY LATIN AMERICA LTD | $0 | 0.00% | 0 | -1,284,020 | -100.0% | -$957.88万 | 清仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $0 | 0.00% | 0 | -115,428 | -100.0% | -$455.36万 | 清仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $1,789.29万 | 0.01% | 433,558 | 0 | 0.0% | — | 不变 |
| LEN/B | LENNAR CORP | $1,999.56万 | 0.01% | 237,703 | 56,723 | 31.3% | $477.15万 | 加仓 |
| M | MACYS INC | $5,496.38万 | 0.02% | 3,038,355 | 3,038,355 | — | $5,496.38万 | 新建仓 |
| NVR | NVR INC | $7,322.62万 | 0.03% | 11,112 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $9,493.35万 | 0.04% | 632,890 | -12,367,110 | -95.1% | -$18.55亿 | 减仓 |
| LPX | LOUISIANA PAC CORP | $4.12亿 | 0.16% | 5,664,793 | 0 | 0.0% | — | 不变 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $4.57亿 | 0.17% | 4,986,588 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $6.61亿 | 0.25% | 3,907,075 | -2,500,674 | -39.0% | -$4.23亿 | 减仓 |
| LEN | LENNAR CORP | $8.77亿 | 0.33% | 10,099,642 | 3,048,692 | 43.2% | $2.65亿 | 加仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $9.96亿 | 0.38% | 10,587,143 | -330,518 | -3.0% | -$3,110.50万 | 减仓 |
| GOOG | ALPHABET INC | $10.28亿 | 0.39% | 3,585,215 | 3,585,215 | — | $10.28亿 | 新建仓 |
| ALLY | ALLY FINL INC | $11.38亿 | 0.43% | 29,000,000 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE | $12.68亿 | 0.48% | 15,146,535 | 10,080,791 | 199.0% | $8.44亿 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $13.04亿 | 0.50% | 7,150,000 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $22.33亿 | 0.85% | 8,989,880 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $26.47亿 | 1.01% | 39,809,456 | 39,809,456 | — | $26.47亿 | 新建仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $28.81亿 | 1.09% | 124,807,117 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $36.18亿 | 1.38% | 50,000,000 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INC | $46.26亿 | 1.76% | 30,100,585 | -1,658,480 | -5.2% | -$2.55亿 | 减仓 |
| KHC | KRAFT HEINZ CO | $73.24亿 | 2.78% | 325,634,818 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $107.62亿 | 4.09% | 24,669,778 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $111.63亿 | 4.24% | 34,249,183 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $156.00亿 | 5.93% | 54,249,798 | 36,403,656 | 204.0% | $104.68亿 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $172.21亿 | 6.55% | 264,941,431 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $174.57亿 | 6.64% | 84,375,856 | -45,780,506 | -35.2% | -$94.72亿 | 减仓 |
| BAC | BANK AMERICA CORP | $250.39亿 | 9.52% | 513,624,165 | -3,671,769 | -0.7% | -$1.79亿 | 减仓 |
| KO | COCA COLA CO | $304.20亿 | 11.56% | 400,000,000 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $458.59亿 | 17.43% | 151,610,700 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $578.43亿 | 21.99% | 227,917,808 | 0 | 0.0% | — | 不变 |