伯克希尔·哈撒韦:持续抛售金融、增持”CASH COW”消费

海通国际
16 May

伯克希尔发布1Q25 持仓报告,该季度未买入任何新的股票,增持了7 只股票,减持了6 只股票,并清仓了2 只股票,整体股票仓位继续下降,主要原因是对美国银行的减持所致。苹果 (AAPL US) 的仓位连续两个季度保持不变,继续位列伯克希尔的第一大重仓股,美国运通 (AXP US) 和可口可乐 (KO US) 的仓位同样保持不变,分别位居第二和第三位。其中,由于美国银行仓位的下降,可口可乐从4Q24...

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