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MJO
2025-08-15

$HOOD 20250815 110.0 CALL$ 钱

段永平最新美股持仓曝光！苹果稳居第一大重仓股，继续增持拼多多

8月15日，段永平管理的H&H International Investment向美国证券交易委员会提交13F表，披露二季度末节点的多头持仓情况。截至2025年6月30日，H&H International Investment的持仓总市值为115亿美元。段永平的第一大持仓自然是苹果公司；此外，段永平也在二季度继续增持拼多多，最新持股数量达到866万股。其他操作方面，他也在二季度略微减持了“跟着巴菲特买的”西方石油，以及超过两成的阿里巴巴持仓。除此之外，他也彻底清仓了持续多年减持的莫德纳。

段永平最新美股持仓曝光！苹果稳居第一大重仓股，继续增持拼多多

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