巴菲特 持股追踪

持股明细 (取持股超过 1%)

股票 代码 2024Q2 2024Q1 2023Q4 2023Q3 2023Q2 2023Q1
Apple AAPL 30.09% 40.81% 50.19% 50.04% 51.00% 46.44%
Bank of America BAC 14.67% 11.81% 10.01% 9.03% 8.51% 9.09%
American Express AXP 12.54% 10.41% 8.18% 7.22% 7.59% 7.69%
Coca Cola KO 9.09% 7.38% 6.79% 7.15% 6.92% 7.63%
Chevron CVX 6.63% 5.85% 5.41% 5.93% 5.56% 6.65%
OXY OXY 5.75% 4.86% 4.19% 4.64% 3.78% 4.07%
Kraft Heinz KHC 3.75% 3.62% 3.47% 3.50% 3.32% 3.87%
Moody's MCO 3.71% 2.92% 2.77% 2.49% 2.46% 2.32%
Chubb CB 2.46% 2.03% - - - -
DaVita DVA 1.79% 1.50% 1.09% 1.09% 1.04% 0.90%
Citigroup C 1.25% 1.05% 0.82% 0.72% 0.73% 0.80%

2024 Q2 较大变动

  • 大幅减码 AAPL (40.81% -> 30.09%) (卖出 49.33% ,接近一半的持股)

2024 Q1 较大变动

  • 新增持股 Chubb (安达保险),持股 2.03%
  • 大幅减码 AAPL (50.19% -> 40.81%)

2023 Q4 较大变动

  • 主要持股无变动

2023 Q3 较大变动

  • 主要持股无变动

2023 Q2 较大变动

  • 主要持股无变动,加码 AAPL (46.44% -> 51.00%)
  • 减码 ATVI (1.30% -> 0.35%)

2023 Q1 较大变动

  • 主要持股无变动,加码 AAPL (38.90% -> 46.44%)
  • 出清 台积电 (0.21% -> 0)

2022 Q4 较大变动

  • 减码 台积电 (1.39% -> 0.21%)、US Bank (1.06% -> 0.10%)

2022 Q3 较大变动

  • 新增持股台积电,持股 1.39%,为排名第十的持股
  • 加码 OXY,减码 US Bank

2022 Q2 较大变动

  • 主要持股无变动
  • 加码 Coca Cola,OXY

2022 Q1 较大变动

  • 买入 Chevron,OXY, Activision Blizzard,HP
  • 卖出 Verizon

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