伯克希尔哈撒韦持股规模突破2740亿美元,四季度环比增近70亿美元

美股速递
Feb 18

截至12月31日,伯克希尔哈撒韦持有的美国上市公司股票总价值达到2741.6亿美元,较三季度末的2673亿美元实现显著增长。这一数据反映出沃伦·巴菲特执掌的投资巨头在去年第四季度继续扩大权益资产配置。

与9月底相比,伯克希尔的股票投资组合规模扩张约68.6亿美元,增幅达2.6%。在美联储货币政策走向不确定的市场环境下,该集团仍保持对优质企业的长期投资策略。

值得注意的是,根据最新披露的13F文件,伯克希尔前五大重仓股包括苹果、美国银行、美国运通、可口可乐和雪佛龙,这些核心持仓占其投资组合的八成以上。持续加仓能源和金融板块成为四季度布局的突出特点。

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