比推消息，知名投资人段永平旗下投资公司 H&H International Investment 在今晨提交 13F 文件披露截至 2025 年第四季度的美股持仓变动，期末总持仓市值约为 174.89 亿美元，环比 Q3 的 147 亿美元增长约 19%，持仓股票数量为 14 只，前十大持仓占比高达 99.66%，风格依然高度集中于价值股与 AI 相关机会。核心持仓排名前五为：苹果 (AAPL) 占比 50.30%，伯克希尔哈撒韦 B (BRK.B) 占比 20.63%，英伟达 (NVDA) 占比 7.72%，拼多多 (PDD) 占比 7.48%，谷歌 C (GOOG) 占比 3.33%。
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