张雪峰间接投资超140家企业

巴菲特Q2重启苹果抛售，再减持美银，新进联合健康，纽柯钢铁等“神秘”持仓揭晓_蜘蛛资讯网

华为公布新昇腾芯片

尽管如此，到二季度末，伯克希尔还持有苹果约2.8亿股，苹果仍是头号重仓股。　　二季度伯克希尔另一只大幅减持的个股是美国银行（BAC），当季减持约2631万股，持股数环比下降4.71%，持仓市值减少12.4亿美元，但持仓占比从一季度的10.19%略为升至11.12%，仍是第三大重仓股。　　伯克希尔一年来已经累计减持超四成美银的持股。到今年二季度，伯克希尔的美银持股已经从去年中的10.3亿股降至6.0

反弹后再次转弱　　赵晨雨　　从业资格号：F03089404　　投资咨询证号：Z0019678　　研究联系方式：[email protected]责任编辑：李铁民

希尔买入纽柯钢铁（NUE）661万股，季末市值8.57亿美元，持仓占比0.33%，持仓规模排在第25位。　　地产股Lennar（LEN）被伯克希尔买入约705万股，季末市值约7.8亿美元，持仓占比0.3%，持仓排第26位。　　伯克希尔买入超148万股D.R． Horton（DHI），季末市值约1.91亿美元，持仓占比0.07%。　　时隔半年再次减持苹果 一年来美银持股降超40% 清仓T-Mobil

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