巴菲特最新调仓:清仓花旗银行,再现“保密仓”

银柿财经
May 16, 2025

股东大会结束两周后,伯克希尔一季度持仓报告释出。当地时间5月15日,美国证监会(SEC)官网披露了巴菲特旗下伯克希尔哈撒韦今年一季度持仓报告(13F)。今年一季度,伯克希尔调仓动作整体不大,减仓囤现金、继续减持银行、小幅增持消费防御,和此前股东大会上传递的“储备现金等待优质机会”观点知行合一。继续减持银行股具体来看,伯克希尔一季度减持多只银行股,包括清仓了花旗(C.US)和巴西数字银行NU ...

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