抄作业的朋友，冲呀！_老虎社区_美港股上老虎 - 老虎社区

浴缸潜水员

抄作业的朋友，冲呀！[财迷]

$伯克希尔(BRK.A)$

巴菲特三季度重仓苹果，清仓默沙东、增持雪佛龙

华尔街最新13F持仓曝光

第三季度的13F陆续出炉，投资者可以从这些“市场风向标”中探得些许投资方向。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

尹66666
2021-11-16
尹66666
买特斯拉

发表看法

1

4

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":871314733,"tweetId":"871314733","gmtCreate":1637026073974,"gmtModify":1637026073974,"author":{"id":3532132223347993,"authorId":3532132223347993,"authorIdStr":"3532132223347993","name":"浴缸潜水员","avatar":"https://static.tigerbbs.com/b4d01d6abe944b89aee8c87b329e931f","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.04%","individualDisplayEnabled":0},"individualDisplayBadges":[],"starInvestorFlag":false},"themes":[{"themeId":"5dcf3017a52147068ae59f53b925628a","categoryId":"2929bb7468f5415f853fd96fb35d7c3b","name":"华尔街最新13F持仓曝光","type":2,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":5dcf3017a52147068ae59f53b925628a}&rnconfig={\"headerBarHidden\": true}","description":"第三季度的13F陆续出炉，投资者可以从这些“市场风向标”中探得些许投资方向。","image":"https://static.tigerbbs.com/0b2c77ed5507ebaebddc806f9dfe766c"}],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>抄作业的朋友，冲呀！<span>[财迷]&nbsp;</span></p><p><a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a></p></body></html>","htmlText":"<html><head></head><body><p>抄作业的朋友，冲呀！<span>[财迷]&nbsp;</span></p><p><a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a></p></body></html>","text":"抄作业的朋友，冲呀！[财迷] $伯克希尔(BRK.A)$","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/871314733","repostId":2183074262,"repostType":4,"repost":{"id":"2183074262","pubTimestamp":1637018744,"share":"https://www.laohu8.com/m/news/2183074262?lang=&edition=full","pubTime":"2021-11-16 07:25","market":"hk","language":"zh","title":"巴菲特三季度重仓苹果，清仓默沙东、增持雪佛龙","url":"https://stock-news.laohu8.com/highlight/detail?id=2183074262","media":"金十数据","summary":"巴菲特旗下伯克希尔三季度建仓做多Royalty Pharma等2只、减持7只个股中艾伯维持股减少30%，苹果等五大重仓股持仓不变","content":"<p>巴菲特旗下<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦公司周一向美国证监会（SEC）提交的13F持仓报告显示，该公司三季度<b>减少了对制药行业的敞口，增持了<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>。<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司仍为伯克希尔的头号重仓股。</b></p>\n<p>伯克希尔三季度<b>建仓做多了Royalty Pharma和Floor &amp; Decor Holdings</b>。13F报告显示，伯克希尔持有超过13000股、价值4.75亿美元的Royal Pharma股票，对Floor &amp; Decor Holdings进行了近1亿美元的押注。</p>\n<p>Royal Pharma是一家为临床药物试验提供资金的公司，于去年6月上市。该股在2021年下跌了16%以上。Floor &amp; Decor一直受益于新冠疫情期间的房屋改造和翻新热潮，在2020年上涨80%之后，其股价今年又上涨了40%。</p>\n<p>报告还显示，伯克希尔在三季度增持雪佛龙，从2310万股增加到2870万股，价值约29亿美元；减持了艾伯维、特许通讯公司、百时美<a href=\"https://laohu8.com/S/BMY\">施贵宝</a>、维萨、<a href=\"https://laohu8.com/S/MA\">万事达</a>卡等7只股票，清仓<a href=\"https://laohu8.com/S/MRK\">默沙东</a>、<a href=\"https://laohu8.com/S/LFG.AU\">Liberty</a> Global C类股以及制药公司Organon。</p>\n<p>苹果公司仍为伯克希尔的头号重仓股，维持8.871亿股股票持仓不变，持股市值1255亿美元，在披露的持仓资产中占比为43%；前五大重仓股仍为苹果公司、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>、<a href=\"https://laohu8.com/S/AXP\">美国运通</a>、<a href=\"https://laohu8.com/S/KO\">可口可乐</a>、以及<a href=\"https://laohu8.com/S/KHC\">卡夫亨氏</a>。</p>\n<p>美股市场从疫情引发的抛售中迅速反弹，但巴菲特在疫情期间很少进行选股。伯克希尔约70%的股票投资组合仍集中在四家公司——苹果公司、美国银行、可口可乐和美国运通。</p>\n<p><img src=\"https://static.tigerbbs.com/5955e5e656d9738aaea805e311664561\" tg-width=\"550\" tg-height=\"271\" referrerpolicy=\"no-referrer\"></p>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>巴菲特三季度重仓苹果，清仓默沙东、增持雪佛龙</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n巴菲特三季度重仓苹果，清仓默沙东、增持雪佛龙\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-16 07:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=85825&type=news><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>巴菲特旗下伯克希尔哈撒韦公司周一向美国证监会（SEC）提交的13F持仓报告显示，该公司三季度减少了对制药行业的敞口，增持了雪佛龙。苹果公司仍为伯克希尔的头号重仓股。\n伯克希尔三季度建仓做多了Royalty Pharma和Floor & Decor Holdings。13F报告显示，伯克希尔持有超过13000股、价值4.75亿美元的Royal Pharma股票，对Floor & Decor ...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=85825&type=news\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/30a79f8b30f3bda177a8552fdb83010a","relate_stocks":{"BRK.B":"伯克希尔B","MRK":"默沙东","AAPL":"苹果","BRK.A":"伯克希尔","CVX":"雪佛龙"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=85825&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183074262","content_text":"巴菲特旗下伯克希尔哈撒韦公司周一向美国证监会（SEC）提交的13F持仓报告显示，该公司三季度减少了对制药行业的敞口，增持了雪佛龙。苹果公司仍为伯克希尔的头号重仓股。\n伯克希尔三季度建仓做多了Royalty Pharma和Floor & Decor Holdings。13F报告显示，伯克希尔持有超过13000股、价值4.75亿美元的Royal Pharma股票，对Floor & Decor Holdings进行了近1亿美元的押注。\nRoyal Pharma是一家为临床药物试验提供资金的公司，于去年6月上市。该股在2021年下跌了16%以上。Floor & Decor一直受益于新冠疫情期间的房屋改造和翻新热潮，在2020年上涨80%之后，其股价今年又上涨了40%。\n报告还显示，伯克希尔在三季度增持雪佛龙，从2310万股增加到2870万股，价值约29亿美元；减持了艾伯维、特许通讯公司、百时美施贵宝、维萨、万事达卡等7只股票，清仓默沙东、Liberty Global C类股以及制药公司Organon。\n苹果公司仍为伯克希尔的头号重仓股，维持8.871亿股股票持仓不变，持股市值1255亿美元，在披露的持仓资产中占比为43%；前五大重仓股仍为苹果公司、美国银行、美国运通、可口可乐、以及卡夫亨氏。\n美股市场从疫情引发的抛售中迅速反弹，但巴菲特在疫情期间很少进行选股。伯克希尔约70%的股票投资组合仍集中在四家公司——苹果公司、美国银行、可口可乐和美国运通。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1450,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["BRK.A"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":41,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":6602429,"gmtCreate":1637073955113,"gmtModify":1637073955113,"authorId":3545884948022150,"author":{"id":3545884948022150,"authorId":3545884948022150,"name":"尹66666","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":871314733,"type":1,"supId":0,"prevId":0,"content":"买特斯拉","text":"买特斯拉","html":"买特斯拉","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/871314733"}