巴菲特
Warren Buffett
Berkshire Hathaway价值投资$263B
季度
伯克希尔·哈撒韦掌门人，被誉为"股神"，以价值投资闻名于世。长期持有优质公司，偏好消费、金融、能源板块。
持仓数量 Holdings
45
管理规模 AUM
$263B
做多 Long
29
做空/对冲 Short
0
组合收益 Portfolio Returns
组合收益率 Portfolio Returns
近1月 1M
-1.6%
近3月 3M
-0.0%
近6月 6M
+5.2%
近1年 1Y
+14.9%
近3年 3Y
+53.3%
近5年 5Y
+81.0%
加权回报 Weighted Return
+2.5%
胜率 Win Rate
82%
23W / 5L
盈亏比 P/L Ratio
5.6x
+1% / -0%
最大赢家 Best Pick
AAPL
+6.4%
最大输家 Worst Pick
KHC
-0.7%
Top5 集中度 Concentration
67%
组合收益说明 Portfolio Return Methodology: 收益涨幅基于假设虚拟净值计算。收益涨幅 = (最新虚拟净值 - X周期前虚拟净值) / X周期前虚拟净值 × 100%。 组合虚拟净值 = 成份标的的虚拟持仓净值之和。成份标的虚拟持仓净值 = 成份标的持有份额 × 前复权收盘价格。 加权回报率基于 SEC 13F 披露的加权平均成本价 vs 当前市价，按持仓占比加权。 数据每个交易日盘后更新。组合调仓（季度 13F 披露）时重新计算份额。 收益涨幅仅供参考，不代表对未来收益的预测与保证，也不构成任何投资建议。
🏆 最赚钱持仓 Top Winners
🟢
AAPLAPPLEShare22.0%
avg$40.56→$297.21+640.2%$57.8B
2016-03-31(10.2年)减仓Technology
🟢
MCOMOODYSShare4.1%
avg$72.80→$450.67+489.1%$10.8B
2013-12-31(12.5年)持平Financial Services
🟢
VRSNVERISIGNShare0.8%
avg$59.42→$264.64+400.8%$2.2B
2013-12-31(12.5年)减仓Technology
🟢
AXPAMERICAN EXPRESSShare17.4%
avg$81.49→$341.00+284.7%$45.9B
2013-12-31(12.5年)持平Financial Services
🟢
DVADAVITAShare1.8%
avg$59.20→$207.91+237.4%$4.6B
2013-12-31(12.5年)减仓Healthcare
🔔 重要信号 Key Signals2026年第1季度
NEW
DAL$2.6BNEW
GOOG$1.0BNEW
M$55M-35%
CVX-39%
NUE-95%
STZCLOSED
FWONKCLOSED
CHTRCLOSED
LAMRCLOSED
ALLECLOSED
DEOCLOSED
LILACLOSED
LILAKCLOSED
POOLCLOSED
BATRKCLOSED
AONCLOSED
VCLOSED
MACLOSED
UNHCLOSED
DPZCLOSED
AMZNCLOSED
HEIA
持仓分布 Portfolio Allocation2026年第1季度
45持仓数 Holdings
AAPL22.0%
AXP17.4%
KO11.6%
BAC9.5%
CVX6.6%
OXY6.6%
GOOGL5.9%
CB4.2%
其他 Other16.1%
管理规模 AUM
$263B
近1年 1Y Return
+14.9%
胜率 Win Rate
82%
Top5 集中度
67%
完整持仓 Full Holdings
| # | 方向 | 股票 Ticker | 类型 Type | 买入均价 | 当前价 | 收益率 | 占比 % | |
|---|---|---|---|---|---|---|---|---|
| 1 | 🟢 | APPLE | Share | $40.56 | $297.21 | +640.2% | 22.0% | 减仓 |
| 2 | 🟢 | AMERICAN EXPRESS | Share | $81.49 | $341.00 | +284.7% | 17.4% | 持平 |
| 3 | 🟢 | COCA COLA | Share | $39.28 | $79.41 | +105.8% | 11.6% | 持平 |
| 4 | 🟢 | BANK OF AMERICA | Share | $25.83 | $56.22 | +92.7% | 9.5% | 减仓 |
| 5 | 🟢 | CHEVRON | Share | $157.71 | $173.94 | +21.2% | 6.6% | 减仓 |
| 6 | 🟢 | OCCIDENTAL PETROLEUM | Share | $58.42 | $51.86 | +2.1% | 6.5% | 持平 |
| 7 | 🟢 | ALPHABET | Share | $279.61 | $366.40 | +41.9% | 5.9% | 加仓 |
| 8 | 🟢 | CHUBB | Share | $233.47 | $323.40 | +38.8% | 4.2% | 加仓 |
| 9 | 🟢 | MOODYS | Share | $72.80 | $450.67 | +489.1% | 4.1% | 持平 |
| 10 | 🟢 | KRAFT HEINZ | Share | $75.68 | $22.85 | -69.7% | 2.8% | 持平 |
| 11 | 🟢 | DAVITA | Share | $59.20 | $207.91 | +237.4% | 1.8% | 减仓 |
| 12 | 🟢 | KROGER | Share | $32.12 | $56.75 | +105.5% | 1.4% | 持平 |
| 13 | 🟢 | SIRIUS XM | Share | $8.15 | $28.14 | +216.9% | 1.1% | 加仓 |
| 14 | 🟢 | DELTA AIR LINES | Share | $65.90 | $84.05 | +6.6% | 1.0% | 持平 |
| 15 | 🟢 | VERISIGN | Share | $59.42 | $264.64 | +400.8% | 0.8% | 减仓 |
| 16 | 🟢 | CAPITAL ONE FINANCIAL | Share | $102.79 | $201.53 | +82.1% | 0.5% | 减仓 |
| 17 | 🟢 | NEW YORK TIMES | Share | $70.41 | $73.06 | +5.8% | 0.5% | 加仓 |
| 18 | 🟢 | ALLY FINANCIAL | Share | $40.86 | $45.00 | +2.8% | 0.4% | 持平 |
| 19 | 🟢 | ALPHABET | Share | $314.27 | $365.04 | +25.2% | 0.4% | 持平 |
| 20 | 🟢 | LIBERTY MEDIA CORP | Share | $33.46 | $98.46 | +197.4% | 0.4% | 持平 |
| 21 | 🟢 | LENNAR | Share | $111.34 | $89.73 | -26.1% | 0.3% | 加仓 |
| 22 | 🟢 | NUCOR | Share | $127.55 | $243.82 | +78.0% | 0.3% | 加仓 |
| 23 | 🟢 | LIBERTY MEDIA CORP | Share | $33.65 | $94.94 | +186.9% | 0.2% | 持平 |
| 24 | 🟢 | LOUISIANA-PACIFIC | Share | $56.99 | $77.56 | +22.6% | 0.2% | 持平 |
| 25 | 🟢 | CONSTELLATION BRANDS | Share | $180.24 | $141.00 | -21.0% | 0.0% | 减仓 |
| 26 | 🟢 | NVR | Share | $5815.84 | $6008.85 | -4.3% | 0.0% | 持平 |
| 27 | 🟢 | MACY'S | Share | $20.05 | $18.13 | -8.2% | 0.0% | 持平 |
| 28 | 🟢 | LENB | Share | — | $80.32 | — | 0.0% | 加仓 |
| 29 | 🟢 | JEFFERIES FINANCIAL GROUP | Share | $31.05 | $41.27 | +68.2% | 0.0% | 持平 |
持仓变动 Portfolio Changes2026年第1季度
| 股票 Ticker | 类型 Type | 股数变动 Share Change | 变动比例 Change % | 当前市值 Value | 占比 Weight |
|---|---|---|---|---|---|
| 减仓 Reduced | -3.7M | -0.7% | $25.0B | 9.5% | |
| 减仓 Reduced | -45.8M | -35.2% | $17.5B | 6.6% | |
| 增仓 Added | +36.4M | +204.0% | $15.6B | 5.9% | |
| 减仓 Reduced | -1.7M | -5.2% | $4.6B | 1.8% | |
| 建仓 New | +39.8M | New | $2.6B | 1.0% | |
| 增仓 Added | +10.1M | +199.0% | $1.3B | 0.5% | |
| 建仓 New | +3.6M | New | $1.0B | 0.4% | |
| 减仓 Reduced | -331K | -3.0% | $996.4M | 0.4% | |
| 增仓 Added | +3.0M | +43.2% | $877.1M | 0.3% | |
| 减仓 Reduced | -2.5M | -39.0% | $660.7M | 0.3% | |
| 减仓 Reduced | -12.4M | -95.1% | $94.9M | 0.0% | |
| 建仓 New | +3.0M | New | $55.0M | 0.0% | |
| 增仓 Added | +57K | +31.3% | $20.0M | 0.0% | |
| 清仓 Closed | -3.0M | Closed | - | - | |
| 清仓 Closed | -1.1M | Closed | - | - | |
| 清仓 Closed | -1.2M | Closed | - | - | |
| 清仓 Closed | -780K | Closed | - | - | |
| 清仓 Closed | -228K | Closed | - | - | |
| 清仓 Closed | -2.4M | Closed | - | - | |
| 清仓 Closed | -1.3M | Closed | - | - | |
| 清仓 Closed | -3.1M | Closed | - | - | |
| 清仓 Closed | -115K | Closed | - | - | |
| 清仓 Closed | -3.6M | Closed | - | - | |
| 清仓 Closed | -8.3M | Closed | - | - | |
| 清仓 Closed | -4.0M | Closed | - | - | |
| 清仓 Closed | -5.0M | Closed | - | - | |
| 清仓 Closed | -3.4M | Closed | - | - | |
| 清仓 Closed | -2.3M | Closed | - | - | |
| 清仓 Closed | -1.3M | Closed | - | - |