返回 13F 数据SEC 原始 XML
2026 年第 1 季度
Berkshire Hathaway
BERKSHIRE HATHAWAY INC，CIK 0001067983。本页展示最近四个季度趋势、持仓结构、季度操作明细和完整的 SEC 原始 CUSIP 持仓表。
公司级持仓
28
合并同一家公司的多个 CUSIP 行。
前十大权重
91.11%
持仓集中
新增与增持
6
新增仓位 1.03%
清仓与减持
22
周转率 64.29%
最大增仓
根据本季度公司级变化计算的规则型指标。
最大减仓
根据本季度公司级变化计算的规则型指标。
趋势与持仓结构
最近四个季度总市值
持仓数量趋势
季度操作数量
前十大持仓权重
主题与行业分布
金融31.97%
科技28.31%
未分类14.98%
能源13.18%
消费11.56%
最近四个季度摘要
| 季度 | 提交日期 | 报告编号 | 原始行 | 公司数 | 总市值 | Top10 |
|---|---|---|---|---|---|---|
| 2026 年第 1 季度 | 2026/05/15 | 0001193125-26-226661 | 29 | 28 | US$263,095,703,570 | 91.11% |
| 2025 年第 4 季度 | 2026/02/17 | 0001193125-26-054580 | 42 | 42 | US$274,160,086,701 | 88.26% |
| 2025 年第 3 季度 | 2025/11/14 | 0001193125-25-282901 | 41 | 41 | US$267,334,501,955 | 86.69% |
| 2025 年第 2 季度 | 2025/08/14 | 0000950123-25-008343 | 41 | 41 | US$257,521,776,925 | 87.29% |
本季度增持与新增
按公司级持仓汇总后，股数增加或首次出现的仓位。
Alphabet Inc.
02079K305, 02079K107
增持
股数变化
+39,988,871
市值变化
+US$110.4亿
仓位变化
+4.28%
DELTA AIR LINES INC
247361702
新增
股数变化
+39,809,456
市值变化
+US$26.5亿
仓位变化
+1.01%
NEW YORK TIMES CO MTN BE
650111107
增持
股数变化
+10,080,791
市值变化
+US$9.2亿
仓位变化
+0.35%
LENNAR CORP
526057104
增持
股数变化
+3,048,692
市值变化
+US$1.5亿
仓位变化
+0.07%
MACYS INC
55616P104
新增
股数变化
+3,038,355
市值变化
+US$5496.4万
仓位变化
+0.02%
LENNAR CORP
526057302
增持
股数变化
+56,723
市值变化
+US$278.1万
仓位变化
+0.00%
本季度减持与清仓
按公司级持仓汇总后，股数减少或完全退出的仓位。
BANK AMERICA CORP
060505104
减持
股数变化
-3,671,769
市值变化
-US$34.1亿
仓位变化
-0.86%
VISA INC
92826C839
清仓
股数变化
-8,297,460
市值变化
-US$29.1亿
仓位变化
-1.06%
CHEVRON CORPORATION
166764100
减持
股数变化
-45,780,506
市值变化
-US$23.8亿
仓位变化
-0.60%
MASTERCARD INCORPORATED
57636Q104
清仓
股数变化
-3,986,648
市值变化
-US$22.8亿
仓位变化
-0.83%
CONSTELLATION BRANDS INC
21036P108
减持
股数变化
-12,367,110
市值变化
-US$17.0亿
仓位变化
-0.62%
UNITEDHEALTH GROUP INC
91324P102
清仓
股数变化
-5,039,564
市值变化
-US$16.6亿
仓位变化
-0.61%
DOMINOS PIZZA INC
25754A201
清仓
股数变化
-3,350,000
市值变化
-US$14.0亿
仓位变化
-0.51%
AON PLC
G0403H108
清仓
股数变化
-3,602,995
市值变化
-US$12.7亿
仓位变化
-0.46%
季度操作筛选表
| 公司 | CUSIP | 变化 | 当前股数 | 股数变化 | 股数变化百分比 | 当前市值 | 市值变化 | 仓位变化 | 主题 |
|---|---|---|---|---|---|---|---|---|---|
| Alphabet Inc. GOOG / GOOGL | 02079K305, 02079K107 | 增持 | 57,835,013 | +39,988,871 | +224.08% | US$16,628,526,688 | +US$11,042,684,242 | +4.28% | 科技 |
| AMERICAN EXPRESS CO 025816109 | 025816109 | 持平 | 151,610,700 | 0 | +0.00% | US$45,859,204,536 | -US$10,229,173,929 | -3.03% | 金融 |
| OCCIDENTAL PETE CORP 674599105 | 674599105 | 持平 | 264,941,431 | 0 | +0.00% | US$17,221,193,015 | +US$6,326,801,372 | +2.57% | 能源 |
| APPLE INC 037833100 | 037833100 | 持平 | 227,917,808 | 0 | +0.00% | US$57,843,260,493 | -US$4,118,474,790 | -0.61% | 科技 |
| BANK AMERICA CORP 060505104 | 060505104 | 减持 | 513,624,165 | -3,671,769 | -0.71% | US$25,039,178,044 | -US$3,412,098,326 | -0.86% | 金融 |
| VISA INC 92826C839 | 92826C839 | 清仓 | 0 | -8,297,460 | -100.00% | US$0 | -US$2,910,002,197 | -1.06% | 金融 |
| DELTA AIR LINES INC 247361702 | 247361702 | 新增 | 39,809,456 | +39,809,456 | n/a | US$2,646,532,635 | +US$2,646,532,635 | +1.01% | 未分类 |
| COCA COLA CO 191216100 | 191216100 | 持平 | 400,000,000 | 0 | +0.00% | US$30,420,000,000 | +US$2,456,000,000 | +1.36% | 消费 |
| CHEVRON CORPORATION 166764100 | 166764100 | 减持 | 84,375,856 | -45,780,506 | -35.17% | US$17,457,364,606 | -US$2,379,766,525 | -0.60% | 能源 |
| MASTERCARD INCORPORATED 57636Q104 | 57636Q104 | 清仓 | 0 | -3,986,648 | -100.00% | US$0 | -US$2,275,897,610 | -0.83% | 金融 |
| MOODYS CORP 615369105 | 615369105 | 持平 | 24,669,778 | 0 | +0.00% | US$10,762,190,653 | -US$1,840,365,439 | -0.51% | 金融 |
| CONSTELLATION BRANDS INC 21036P108 | 21036P108 | 减持 | 632,890 | -12,367,110 | -95.13% | US$94,933,500 | -US$1,698,546,500 | -0.62% | 未分类 |
| UNITEDHEALTH GROUP INC 91324P102 | 91324P102 | 清仓 | 0 | -5,039,564 | -100.00% | US$0 | -US$1,663,610,472 | -0.61% | 医疗健康 |
| DOMINOS PIZZA INC 25754A201 | 25754A201 | 清仓 | 0 | -3,350,000 | -100.00% | US$0 | -US$1,396,347,000 | -0.51% | 消费 |
| AON PLC G0403H108 | G0403H108 | 清仓 | 0 | -3,602,995 | -100.00% | US$0 | -US$1,271,424,876 | -0.46% | 未分类 |
| DAVITA INC 23918K108 | 23918K108 | 减持 | 30,100,585 | -1,658,480 | -5.22% | US$4,626,158,909 | +US$1,018,011,534 | +0.44% | 未分类 |
| NEW YORK TIMES CO MTN BE 650111107 | 650111107 | 增持 | 15,146,535 | +10,080,791 | +199.00% | US$1,268,219,376 | +US$916,555,428 | +0.35% | 未分类 |
| POOL CORP 73278L105 | 73278L105 | 清仓 | 0 | -3,068,885 | -100.00% | US$0 | -US$702,007,444 | -0.26% | 未分类 |
| KRAFT HEINZ CO 500754106 | 500754106 | 持平 | 325,634,818 | 0 | +0.00% | US$7,323,527,057 | -US$573,117,280 | -0.10% | 未分类 |
| AMAZON COM INC 023135106 | 023135106 | 清仓 | 0 | -2,276,000 | -100.00% | US$0 | -US$525,346,320 | -0.19% | 科技 |
| KROGER CO 501044101 | 501044101 | 持平 | 50,000,000 | 0 | +0.00% | US$3,618,000,000 | +US$494,000,000 | +0.24% | 未分类 |
| CHUBB LTD SWITZ H1467J104 | H1467J104 | 持平 | 34,249,183 | 0 | +0.00% | US$11,162,836,215 | +US$472,981,217 | +0.34% | 未分类 |
| CAPITAL ONE FINL CORP 14040H105 | 14040H105 | 持平 | 7,150,000 | 0 | +0.00% | US$1,304,374,500 | -US$428,499,500 | -0.14% | 金融 |
| SIRIUSXM HOLDINGS INC 829933100 | 829933100 | 持平 | 124,807,117 | 0 | +0.00% | US$2,880,548,260 | +US$385,029,955 | +0.18% | 未分类 |
| NUCOR CORP 670346105 | 670346105 | 减持 | 3,907,075 | -2,500,674 | -39.03% | US$660,686,383 | -US$384,481,556 | -0.13% | 未分类 |
| HEICO CORP NEW 422806208 | 422806208 | 清仓 | 0 | -1,294,612 | -100.00% | US$0 | -US$326,798,907 | -0.12% | 未分类 |
| LIBERTY MEDIA CORP DEL 531229755 | 531229755 | 清仓 | 0 | -3,018,555 | -100.00% | US$0 | -US$297,357,853 | -0.11% | 未分类 |
| CHARTER COMMUNICATIONS INC N 16119P108 | 16119P108 | 清仓 | 0 | -1,060,882 | -100.00% | US$0 | -US$221,459,118 | -0.08% | 未分类 |
| ALLY FINL INC 02005N100 | 02005N100 | 持平 | 29,000,000 | 0 | +0.00% | US$1,137,670,000 | -US$175,740,001 | -0.05% | 金融 |
| LENNAR CORP 526057104 | 526057104 | 增持 | 10,099,642 | +3,048,692 | +43.24% | US$877,052,911 | +US$152,215,251 | +0.07% | 未分类 |
| LAMAR ADVERTISING CO NEW 512816109 | 512816109 | 清仓 | 0 | -1,202,410 | -100.00% | US$0 | -US$152,201,058 | -0.06% | 未分类 |
| ALLEGION PLC G0176J109 | G0176J109 | 清仓 | 0 | -780,133 | -100.00% | US$0 | -US$124,212,776 | -0.05% | 未分类 |
| LIBERTY LIVE HOLDINGS INC 530909308 | 530909308 | 减持 | 10,587,143 | -330,518 | -3.03% | US$996,356,028 | +US$88,443,340 | +0.05% | 未分类 |
| MACYS INC 55616P104 | 55616P104 | 新增 | 3,038,355 | +3,038,355 | n/a | US$54,963,842 | +US$54,963,842 | +0.02% | 未分类 |
| LIBERTY LIVE HOLDINGS INC 530909100 | 530909100 | 持平 | 4,986,588 | 0 | +0.00% | US$456,970,925 | +US$50,564,002 | +0.03% | 未分类 |
| VERISIGN INC 92343E102 | 92343E102 | 持平 | 8,989,880 | 0 | +0.00% | US$2,232,726,597 | +US$48,635,251 | +0.05% | 未分类 |
| LOUISIANA PAC CORP 546347105 | 546347105 | 持平 | 5,664,793 | 0 | +0.00% | US$412,113,691 | -US$45,374,992 | -0.01% | 未分类 |
| DIAGEO PLC 25243Q205 | 25243Q205 | 清仓 | 0 | -227,750 | -100.00% | US$0 | -US$19,647,993 | -0.01% | 未分类 |
| LIBERTY LATIN AMERICA LTD G9001E102 | G9001E102 | 清仓 | 0 | -2,396,665 | -100.00% | US$0 | -US$17,711,354 | -0.01% | 未分类 |
| LIBERTY LATIN AMERICA LTD G9001E128 | G9001E128 | 清仓 | 0 | -1,284,020 | -100.00% | US$0 | -US$9,578,789 | -0.00% | 未分类 |
| JEFFERIES FINANCIAL GROUP IN 47233W109 | 47233W109 | 持平 | 433,558 | 0 | +0.00% | US$17,892,939 | -US$8,974,650 | -0.00% | 金融 |
| NVR INC 62944T105 | 62944T105 | 持平 | 11,112 | 0 | +0.00% | US$73,226,191 | -US$7,811,069 | -0.00% | 未分类 |
| ATLANTA BRAVES HLDGS INC 047726302 | 047726302 | 清仓 | 0 | -115,428 | -100.00% | US$0 | -US$4,553,634 | -0.00% | 未分类 |
| LENNAR CORP 526057302 | 526057302 | 增持 | 237,703 | +56,723 | +31.34% | US$19,995,576 | +US$2,780,758 | +0.00% | 未分类 |
已显示 44 条，当前季度总变化 44 条。仓位占比为该机构当季 13F 总市值中的比例。
完整原始持仓表
| 排名 | 公司 | CUSIP | 标准化公司 | 市值 | 股数 | 权重 | 变化 | 主题 | 来源 |
|---|---|---|---|---|---|---|---|---|---|
| 1 | APPLE INC COM | 037833100 | APPLE INC 037833100 | US$57,843,260,493 | 227,917,808 | 21.99% | 持平 +0.00% | 科技 | 2026/05/15 0001193125-26-226661 |
| 2 | AMERICAN EXPRESS CO COM | 025816109 | AMERICAN EXPRESS CO 025816109 | US$45,859,204,536 | 151,610,700 | 17.43% | 持平 +0.00% | 金融 | 2026/05/15 0001193125-26-226661 |
| 3 | COCA COLA CO COM | 191216100 | COCA COLA CO 191216100 | US$30,420,000,000 | 400,000,000 | 11.56% | 持平 +0.00% | 消费 | 2026/05/15 0001193125-26-226661 |
| 4 | BANK AMERICA CORP COM | 060505104 | BANK AMERICA CORP 060505104 | US$25,039,178,044 | 513,624,165 | 9.52% | 减持 -0.71% | 金融 | 2026/05/15 0001193125-26-226661 |
| 5 | CHEVRON CORPORATION COM | 166764100 | CHEVRON CORPORATION 166764100 | US$17,457,364,606 | 84,375,856 | 6.64% | 减持 -35.17% | 能源 | 2026/05/15 0001193125-26-226661 |
| 6 | OCCIDENTAL PETE CORP COM | 674599105 | OCCIDENTAL PETE CORP 674599105 | US$17,221,193,015 | 264,941,431 | 6.55% | 持平 +0.00% | 能源 | 2026/05/15 0001193125-26-226661 |
| 7 | ALPHABET INC CAP STK CL A | 02079K305 | Alphabet Inc. alphabet | US$15,600,071,913 | 54,249,798 | 5.93% | 增持 +203.99% | 科技 | 2026/05/15 0001193125-26-226661 |
| 8 | CHUBB LTD SWITZ COM | H1467J104 | CHUBB LTD SWITZ H1467J104 | US$11,162,836,215 | 34,249,183 | 4.24% | 持平 +0.00% | 未分类 | 2026/05/15 0001193125-26-226661 |
| 9 | MOODYS CORP COM | 615369105 | MOODYS CORP 615369105 | US$10,762,190,653 | 24,669,778 | 4.09% | 持平 +0.00% | 金融 | 2026/05/15 0001193125-26-226661 |
| 10 | KRAFT HEINZ CO COM | 500754106 | KRAFT HEINZ CO 500754106 | US$7,323,527,057 | 325,634,818 | 2.78% | 持平 +0.00% | 未分类 | 2026/05/15 0001193125-26-226661 |
| 11 | DAVITA INC COM | 23918K108 | DAVITA INC 23918K108 | US$4,626,158,909 | 30,100,585 | 1.76% | 减持 -5.22% | 未分类 | 2026/05/15 0001193125-26-226661 |
| 12 | KROGER CO COM | 501044101 | KROGER CO 501044101 | US$3,618,000,000 | 50,000,000 | 1.38% | 持平 +0.00% | 未分类 | 2026/05/15 0001193125-26-226661 |
| 13 | SIRIUSXM HOLDINGS INC COMMON STOCK | 829933100 | SIRIUSXM HOLDINGS INC 829933100 | US$2,880,548,260 | 124,807,117 | 1.09% | 持平 +0.00% | 未分类 | 2026/05/15 0001193125-26-226661 |
| 14 | DELTA AIR LINES INC COM NEW | 247361702 | DELTA AIR LINES INC 247361702 | US$2,646,532,635 | 39,809,456 | 1.01% | 新增 n/a | 未分类 | 2026/05/15 0001193125-26-226661 |
| 15 | VERISIGN INC COM | 92343E102 | VERISIGN INC 92343E102 | US$2,232,726,597 | 8,989,880 | 0.85% | 持平 +0.00% | 未分类 | 2026/05/15 0001193125-26-226661 |
| 16 | CAPITAL ONE FINL CORP COM | 14040H105 | CAPITAL ONE FINL CORP 14040H105 | US$1,304,374,500 | 7,150,000 | 0.50% | 持平 +0.00% | 金融 | 2026/05/15 0001193125-26-226661 |
| 17 | NEW YORK TIMES CO MTN BE CL A | 650111107 | NEW YORK TIMES CO MTN BE 650111107 | US$1,268,219,376 | 15,146,535 | 0.48% | 增持 +199.00% | 未分类 | 2026/05/15 0001193125-26-226661 |
| 18 | ALLY FINL INC COM | 02005N100 | ALLY FINL INC 02005N100 | US$1,137,670,000 | 29,000,000 | 0.43% | 持平 +0.00% | 金融 | 2026/05/15 0001193125-26-226661 |
| 19 | ALPHABET INC CAP STK CL C | 02079K107 | Alphabet Inc. alphabet | US$1,028,454,775 | 3,585,215 | 0.39% | 新增 n/a | 科技 | 2026/05/15 0001193125-26-226661 |
| 20 | LIBERTY LIVE HOLDINGS INC COM SHS SER C | 530909308 | LIBERTY LIVE HOLDINGS INC 530909308 | US$996,356,028 | 10,587,143 | 0.38% | 减持 -3.03% | 未分类 | 2026/05/15 0001193125-26-226661 |
| 21 | LENNAR CORP CL A | 526057104 | LENNAR CORP 526057104 | US$877,052,911 | 10,099,642 | 0.33% | 增持 +43.24% | 未分类 | 2026/05/15 0001193125-26-226661 |
| 22 | NUCOR CORP COM | 670346105 | NUCOR CORP 670346105 | US$660,686,383 | 3,907,075 | 0.25% | 减持 -39.03% | 未分类 | 2026/05/15 0001193125-26-226661 |
| 23 | LIBERTY LIVE HOLDINGS INC COM SER A | 530909100 | LIBERTY LIVE HOLDINGS INC 530909100 | US$456,970,925 | 4,986,588 | 0.17% | 持平 +0.00% | 未分类 | 2026/05/15 0001193125-26-226661 |
| 24 | LOUISIANA PAC CORP COM | 546347105 | LOUISIANA PAC CORP 546347105 | US$412,113,691 | 5,664,793 | 0.16% | 持平 +0.00% | 未分类 | 2026/05/15 0001193125-26-226661 |
| 25 | CONSTELLATION BRANDS INC CL A | 21036P108 | CONSTELLATION BRANDS INC 21036P108 | US$94,933,500 | 632,890 | 0.04% | 减持 -95.13% | 未分类 | 2026/05/15 0001193125-26-226661 |
| 26 | NVR INC COM | 62944T105 | NVR INC 62944T105 | US$73,226,191 | 11,112 | 0.03% | 持平 +0.00% | 未分类 | 2026/05/15 0001193125-26-226661 |
| 27 | MACYS INC COM | 55616P104 | MACYS INC 55616P104 | US$54,963,842 | 3,038,355 | 0.02% | 新增 n/a | 未分类 | 2026/05/15 0001193125-26-226661 |
| 28 | LENNAR CORP CL B | 526057302 | LENNAR CORP 526057302 | US$19,995,576 | 237,703 | 0.01% | 增持 +31.34% | 未分类 | 2026/05/15 0001193125-26-226661 |
| 29 | JEFFERIES FINANCIAL GROUP IN COM | 47233W109 | JEFFERIES FINANCIAL GROUP IN 47233W109 | US$17,892,939 | 433,558 | 0.01% | 持平 +0.00% | 金融 | 2026/05/15 0001193125-26-226661 |
数据证据链
校验状态：已通过。当前报告：0001193125-26-226661，提交日期 2026/05/15。校验脚本会重新请求 SEC XML，并比对远端、本地原始数据与快照哈希。