伯克希尔三季度调仓:新建谷歌,续减苹果与美银,增保险与传媒布局

海通国际
Nov 17, 2025

(以下内容从海通国际《伯克希尔三季度调仓:新建谷歌,续减苹果与美银,增保险与传媒布局》研报附件原文摘录)热点速评美东时间11月14日伯克希尔公布了3Q25持仓报告,三季度整体调仓幅度不大,持仓总市值小幅上升至2673亿美元(+4%),主要因部分核心股股价上涨导致,组合整体仍为净卖出,前十大重仓股占比微降至86.7%。现金储备再创历史新高:截至三季度末现金及等价物达3817亿美元,占总资产比重约...

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