巴菲特 持股追踪（2023 Q3 (公布时间：2023-11-14)）

持股明细 (取持股超过 1%)​股票代码2023Q32023Q22023Q12022Q42022Q32022Q2
AppleAAPL50.04%51.00%46.44%38.90%41.76%40.76%
Bank of AmericaBAC9.03%8.51%9.09%11.19%10.30%10.48%
American ExpressAXP7.22%7.59%7.69%7.49%6.91%7.00%
Coca ColaKO7.15%6.92%7.63%8.51%7.57%8.38%
ChevronCVX5.93%5.56%6.65%9.78%8.02%7.79%
OXYOXY4.64%3.78%4.07%4.09%4.03%3.11%
Kraft HeinzKHC3.50%3.32%3.87%4.43%3.67%4.14%
Moody'sMCO2.49%2.46%2.32%2.30%2.03%2.24%
DaVitaDVA1.09%1.04%0.90%0.90%1.01%0.96%
离开排行
HP Inc.HPQ0.84%1.07%1.09%0.94%0.88%1.14%
台积电(ADR)TSM0000.21%1.39%2023 Q3 较大变动​

• 主要持股无变动

2023 Q2 较大变动​

• 主要持股无变动，加码 AAPL (46.44% -> 51.00%)
• 减码 ATVI (1.30% -> 0.35%)

2023 Q1 较大变动​

• 主要持股无变动，加码 AAPL (38.90% -> 46.44%)
• 出清 台积电 (0.21% -> 0)

2022 Q4 较大变动​

• 减码 台积电 (1.39% -> 0.21%)、US Bank (1.06% -> 0.10%)

2022 Q3 较大变动​

• 新增持股台积电，持股 1.39%，为排名第十的持股
• 加码 OXY，减码 US Bank

2022 Q2 较大变动​

• 主要持股无变动
• 加码 Coca Cola，OXY

2022 Q1 较大变动​

• 买入 Chevron，OXY， Activision Blizzard，HP
• 卖出 Verizon