段永平最新调仓出炉：减持苹果、英伟达、谷歌，买回阿里

澎湃新闻08-16 19:40

知名投资人段永平最新持仓出炉。　　近日，段永平管理的H&H InternationalInvestment向美国SEC提交了2026年二季度13F持仓报告。数据显示，截至6月30日，该机构持仓总市值为约191亿美元，较一季度末的约200.04亿美元有所下降，持仓数量为19只。　　调仓方面，H&H新建仓1只股票，增持3只股票，清仓2只股票，减持7只股票。二季度，H&H继续增持拼多多、伯克希尔·哈撒韦...

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InternationalInvestment向美国SEC提交了2026年二季度13F持仓报告。数据显示，截至6月30日，该机构持仓总市值为约191亿美元，较一季度末的约200.04亿美元有所下降，持仓数量为19只。　　调仓方面，H&H新建仓1只股票，增持3只股票，清仓2只股票，减持7只股票。二季度，H&H继续增持拼多多、伯克希尔·哈撒韦B类股和迪士尼，新建阿里巴巴仓位，同时大幅减持英伟达、谷歌、微软等，清仓了台积电和网络安全公司CrowdStrike。 　　从持仓看，苹果、伯克希尔·哈撒韦B类股和拼多多位列前三大重仓股。　　其中，苹果依然是H&H第一大重仓股，期末持仓市值约78.4亿美元，占组合41.05%。今年二季度，H&H减持苹果184.69万股，持仓数量降至2709.87万股，持股数量下降6.38%。　　伯克希尔·哈撒韦B类股位居H&H的持仓第二位，持仓约46.2亿美元，占组合24.18%。今年二季度，H&H小幅增持伯克希尔8.19万股。　　拼多多位居第三，截至二季度末，H&H持有拼多多约2502万股，持仓市值约19.1亿美元，占9.99%。增持拼多多527.38万股，持股数量环比增加26.71%。拼多多在H&H International持仓中占比9.99%。　　今年一季度，H&H加仓拼多多超800万股，连续加仓之后，拼多多已经成为H&H International仅次于苹果和伯克希尔的第三大持仓。　　此外，H&H二季度又将阿里巴巴买了回来，新建仓约30.14万股仓位，期末持仓市值约2893万美元。今年一季度，H&H曾清仓了阿里巴巴。　　减持方面，除苹果被小幅减持外，位居重仓股第五位的英伟达被大幅减持，持股数量减少756.31万股，降幅54.63%。期末持仓市值约12.57亿美元，占组合比例从一季度末的12.07%降至6.58%，也从一季度的第三大持仓降至第五位。　　谷歌C类股也被大幅减持。截至二季度末，H&H对谷歌C类股的持仓市值约6.96亿美元，较上季度减持约173.74万股，降幅46.88%，期末占组合比例由5.31%降至3.64%。　　与此同时，微软也被减持25.78%，持股数量降至75.41万股。此外，段永平二季度清仓了台积电，原持仓15.12万股；清仓CrowdStrike，原持仓4万股。（文章来源：澎湃新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"shareholding","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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