Berkshire Hathaway Inc
Omaha NE · SEC CIK 0001067983
$2,992.54亿2026Q2 申报市值
29持仓数
88.5%前十大占比 · 第一大 22.0%
1 / 1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
GOOGL 加仓+$87.70亿
GOOG 加仓+$83.40亿
DAL 加仓+$16.40亿
LEN 加仓+$2.73亿
M 加仓+$1.01亿
2026Q2 卖出最多 按季末市值估算
BAC 减仓-$17.23亿
COF 减仓-$8.33亿
KR 减仓-$6.11亿
NUE 减仓-$4.56亿
DVA 减仓-$2.72亿
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | -632,890 | -100.0% | -$9,493.35万 | 清仓 |
| DHI | D R HORTON INC | $58.05万 | 0.00% | 3,564 | 3,564 | — | $58.05万 | 新建仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $2,166.92万 | 0.01% | 433,558 | 0 | 0.0% | — | 不变 |
| LEN/B | LENNAR CORP | $2,644.60万 | 0.01% | 298,117 | 60,414 | 25.4% | $535.93万 | 加仓 |
| NVR | NVR INC | $7,571.05万 | 0.03% | 11,112 | 0 | 0.0% | — | 不变 |
| M | MACYS INC | $1.73亿 | 0.06% | 7,347,426 | 4,309,071 | 141.8% | $1.01亿 | 加仓 |
| NUE | NUCOR CORP | $4.14亿 | 0.14% | 1,857,752 | -2,049,323 | -52.5% | -$4.56亿 | 减仓 |
| LPX | LOUISIANA PAC CORP | $4.46亿 | 0.15% | 5,664,793 | 0 | 0.0% | — | 不变 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $5.05亿 | 0.17% | 4,986,588 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $6.02亿 | 0.20% | 3,000,000 | -4,150,000 | -58.0% | -$8.33亿 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $10.99亿 | 0.37% | 15,700,000 | 553,465 | 3.7% | $3,873.15万 | 加仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $11.18亿 | 0.37% | 10,587,143 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $11.86亿 | 0.40% | 13,111,741 | 3,012,099 | 29.8% | $2.73亿 | 加仓 |
| ALLY | ALLY FINL INC | $12.41亿 | 0.41% | 27,000,000 | -2,000,000 | -6.9% | -$9,190.00万 | 减仓 |
| KR | KROGER CO | $21.66亿 | 0.72% | 39,000,000 | -11,000,000 | -22.0% | -$6.11亿 | 减仓 |
| VRSN | VERISIGN INC | $22.61亿 | 0.76% | 8,989,880 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC | $36.87亿 | 1.23% | 124,807,117 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $53.69亿 | 1.79% | 57,320,000 | 17,510,544 | 44.0% | $16.40亿 | 加仓 |
| DVA | DAVITA INC | $64.25亿 | 2.15% | 28,880,209 | -1,220,376 | -4.1% | -$2.72亿 | 减仓 |
| KHC | KRAFT HEINZ CO | $76.91亿 | 2.57% | 325,634,818 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $96.06亿 | 3.21% | 27,188,433 | 23,603,218 | 658.3% | $83.40亿 | 加仓 |
| MCO | MOODYS CORP | $111.73亿 | 3.73% | 24,669,778 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $116.70亿 | 3.90% | 34,249,183 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $128.68亿 | 4.30% | 264,941,431 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $139.86亿 | 4.67% | 84,375,856 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $275.44亿 | 9.20% | 483,394,015 | -30,230,150 | -5.9% | -$17.23亿 | 减仓 |
| GOOGL | ALPHABET INC | $281.58亿 | 9.41% | 78,791,167 | 24,541,369 | 45.2% | $87.70亿 | 加仓 |
| KO | COCA COLA CO | $325.08亿 | 10.86% | 400,000,000 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $512.82亿 | 17.14% | 151,610,700 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $659.50亿 | 22.04% | 227,917,808 | 0 | 0.0% | — | 不变 |