美东时间2 月17 日伯克希尔公布了巴菲特掌舵60 年来的最后一份持仓报告，整体持仓总市值小幅上升至2742 亿美元（+3%），组合整体仍为净卖出，集中度进一步提升，前十大重仓股占比升至88.3%，构成未发生变化，仅排名略有调整。四季度组合调整体现出明显的结构再平衡：战略性减持科技与金融权重，加固现有能源与保险仓位，同时布局传媒资产。（前十大重仓股见图1，持仓变动见图2）本季度唯一新建仓为媒体龙头...
Source Link美东时间2 月17 日伯克希尔公布了巴菲特掌舵60 年来的最后一份持仓报告，整体持仓总市值小幅上升至2742 亿美元（+3%），组合整体仍为净卖出，集中度进一步提升，前十大重仓股占比升至88.3%，构成未发生变化，仅排名略有调整。四季度组合调整体现出明显的结构再平衡：战略性减持科技与金融权重，加固现有能源与保险仓位，同时布局传媒资产。（前十大重仓股见图1，持仓变动见图2）本季度唯一新建仓为媒体龙头...
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