13FBOX
BERKSHIRE ASSET MANAGEMENT LLC/PA · 13F 持仓分析
期权收益计算器 机构排行

BERKSHIRE ASSET MANAGEMENT LLC/PA

No.1517 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$25.48亿
环比变动 Q1 2026
+$10.37亿+68.6%
持仓股票数
270
新买入
117
加仓
73
减仓
48
清仓
5
持股不变
32
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
摩根大通JPM
4.45%$1.13亿34.7万股$00股+34.7万股新买入
DDELL TECHNOLOGIES INC CLASS CDELL
4.37%$1.11亿25.8万股$00股+25.8万股新买入
思科CSCO
3.97%$1.01亿86.2万股$00股+86.2万股新买入
艾伯维ABBV
3.77%$9,600.5万38.2万股$00股+38.2万股新买入
苹果AAPL
3.2%4.73%$8,152.8万28.2万股$7,150.7万28.2万股-4股-0.00%减仓
纽柯钢铁NUE
3.16%4.03%$8,050.1万36.1万股$6,088.7万36.0万股+1,331股+0.37%加仓
微软MSFT
2.8%4.66%$7,136.9万19.1万股$7,046.4万19.0万股+973股+0.51%加仓
BBANK OF AMERBAC
2.63%3.78%$6,698.1万117.6万股$5,720.5万117.3万股+2,081股+0.18%加仓
雪佛龙CVX
2.56%5.39%$6,528.1万39.4万股$8,147.4万39.4万股+48股+0.01%加仓
强生JNJ
2.49%4.04%$6,339.6万25.0万股$6,104.7万25.0万股-121股-0.05%减仓
M&T银行MTB
2.29%$5,823.2万24.5万股$00股+24.5万股新买入
Q高通QCOM
2.19%2.57%$5,570.9万30.1万股$3,877.3万30.1万股+392股+0.13%加仓
WASTE MGMT DELWM
2.1%$5,347.7万24.0万股$00股+24.0万股新买入
TE CONNECTIVITY ORD SHSTEL
1.99%$5,071.3万25.2万股$00股+25.2万股新买入
PPNC FINL SVCS COMVXF
1.93%2.74%$4,917.4万20.0万股$4,146.7万19.9万股+442股+0.22%加仓
NORFOLK SOUTHN COMNSC
1.93%2.96%$4,915.3万15.6万股$4,469.7万15.6万股+504股+0.32%加仓
迪尔DE
1.81%2.69%$4,601.9万7.3万股$4,064.1万7.2万股+401股+0.56%加仓
艾默生电气EMR
1.78%2.74%$4,543.8万31.7万股$4,141.2万31.6万股+1,338股+0.42%加仓
洛克希德马丁LMT
1.73%3.44%$4,400.0万8.6万股$5,195.1万8.6万股+410股+0.48%加仓
CHUBB LIMITEDCB
1.72%$4,395.7万12.9万股$00股+12.9万股新买入
沃尔玛WMT
1.71%3.16%$4,367.7万38.6万股$4,775.1万38.4万股+1,417股+0.37%加仓
PPL COMPPL
1.66%$4,217.5万116.0万股$00股+116.0万股新买入
KINDER MORGAN DEL COMKMI
1.54%$3,927.1万122.8万股$00股+122.8万股新买入
嘉信理财SCHW
1.5%2.53%$3,820.7万41.4万股$3,821.8万40.7万股+7,419股+1.82%加仓
EOG资源EOG
1.45%$3,702.8万28.5万股$00股+28.5万股新买入
麦当劳MCD
1.44%2.63%$3,658.1万13.5万股$3,974.0万12.8万股+7,464股+5.84%加仓
S嘉信策略信托SCHF
1.38%1.99%$3,528.8万127.4万股$3,007.9万121.5万股+5.9万股+4.82%加仓
MONDELEZ INTL CL AMDLZ
1.36%2.27%$3,464.6万59.9万股$3,435.5万59.6万股+2,966股+0.50%加仓
百时美施贵宝BMY
1.35%2.38%$3,433.3万59.6万股$3,601.7万59.4万股+1,992股+0.34%加仓
S道富SPSM
1.34%$3,425.4万59.4万股$00股+59.4万股新买入
宝洁PG
1.34%2.21%$3,413.0万23.3万股$3,342.4万23.1万股+1,339股+0.58%加仓
LOWES COS COMLOW
1.32%2.37%$3,362.5万15.3万股$3,576.2万15.1万股+1,147股+0.76%加仓
LENNARLEN
1.13%1.81%$2,872.9万31.7万股$2,730.9万31.4万股+3,001股+0.95%加仓
雅培ABT
1.12%2.08%$2,842.2万31.3万股$3,149.0万30.7万股+6,505股+2.12%加仓
S嘉信策略信托SCHM
1.06%1.47%$2,694.1万73.1万股$2,215.0万71.5万股+1.5万股+2.13%加仓
HERSHEY COMHSY
1.03%2.03%$2,635.0万15.0万股$3,061.4万14.7万股+2,926股+1.99%加仓
霍尼韦尔HON
1.01%3.23%$2,572.4万11.5万股$4,883.3万21.6万股-10.1万股-46.82%减仓
SMITH A OAOS
1.01%1.73%$2,570.3万41.0万股$2,620.7万39.7万股+1.2万股+3.11%加仓
HHONEYWELL AEROSPACE INCHONA
0.99%$2,533.9万11.5万股$00股+11.5万股新买入
百事可乐PEP
0.95%1.82%$2,420.1万17.9万股$2,747.2万17.7万股+1,832股+1.04%加仓
WP CAREYWPC
0.94%$2,393.4万33.5万股$00股+33.5万股新买入
V先锋领航国际股票指数基金VEU
0.9%1.34%$2,284.2万27.3万股$2,027.8万27.0万股+2,724股+1.01%加仓
V先锋领航·MIDVO
0.81%1.22%$2,071.6万25.7万股$1,840.1万6.4万股+19.3万股+301.28%加仓
WELLS FARGO NEWWFC
0.77%1.25%$1,949.8万23.6万股$1,887.6万23.7万股-1,176股-0.50%减仓
PULTEPHM
0.71%1.05%$1,810.5万13.2万股$1,587.2万13.5万股-3,006股-2.23%减仓
V先锋领航指数基金VB
0.67%0.98%$1,719.8万5.7万股$1,484.9万5.7万股+47股+0.08%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.56%0.82%$1,438.8万42.5万股$1,237.7万42.5万股+312股+0.07%加仓
伯克希尔哈撒韦BRK.B
0.48%0.51%$1,221.4万2.4万股$769.3万1.6万股+8,355股+52.04%加仓
SSPDR标普500 ETFSPY
0.47%$1,197.5万1.6万股$00股+1.6万股新买入
可口可乐KO
0.45%0.75%$1,142.7万14.1万股$1,134.7万14.9万股-8,605股-5.77%减仓

🧭 机构资金流板块热力图

净流出 净流入