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，该公司二季度清仓了制药公司渤健（Biogen）、艾仕得涂料系统（Axalta Coating Systems）和电信公司Liberty Global A类股三只股票，减持通用汽车、雪佛龙等，增持了连锁超市克罗格（Kroger）等股票；维持苹果公司持仓不变，仍为头号重仓股。
13F报告显示，伯克希尔二季度持仓总市值约2930.23亿美元，前十大持仓标的占比87.51%。该公司二季度维持苹果公司持仓不变，总市值为1210亿美元，持仓占比为41.45%。
截至2021年6月30日，伯克希尔减持通用汽车（从6700万股削减至6000万股）、百时美施贵宝、艾伯维、Liberty Global C类股、雪佛龙等八只股票，增持克罗格（从5110万股增至6180万股）、家居用品零售商RH和怡安保险三支股票。
伯克希尔约70%的股票投资组合集中在四个公司——苹果公司、可口可乐、美国运通和美国银行。该公司重仓股包括苹果公司、美国银行（持稳10.1亿股市值416亿美元）、美国运通（维持1.516亿股）、可口可乐（维持4.0亿股）、卡夫亨氏（维持3.256亿股）。
伯克希尔前10大重仓股在上个季度保持相对不变：
就股票投资组合的调整而言，伯克希尔在二季度相对平静。在截至6月底的季度，该公司没有建仓任何新公司股票。
According to Buffett's Berkshire Hathaway's 13F position report submitted to the Securities and Exchange Commission (SEC) on Monday, the company cleared its positions in pharmaceutical company Biogen, Estelle paint Systems (Axalta Coating Systems) and telecom company Liberty Global An in the second quarter, reducing its stake in General Motors Co.、 Chevron CorpEtc., increase the holdings of supermarket chain Kroger and other stocks; maintain Apple IncThe company's position remains unchanged and remains the number one heavy stock.
According to the 13F report, Berkshire's total market capitalization in the second quarter was about $293.023 billion, with the top ten positions accounting for 87.51 per cent. The company left Apple Inc's position unchanged in the second quarter, with a total market capitalization of $121 billion, accounting for 41.45 per cent of the position.
As of June 30, 2021, Berkshire reduced its holdings of General Motors Co (from 67 million shares to 60 million shares) and Bristol-Myers Bristol-Myers Squibb Co, Aberdeen, Liberty Global C, Chevron Corp and other eight stocks, increased their holdings in Kroger (from 51.1 million to 61.8 million shares), household goods retailer RH and Aon Insurance.Three stocks.
About 70% of Berkshire's stock portfolio is concentrated in four companies-Apple Inc and Coca-Cola Company, American Express Co and Bank of America Corporation. The company's heavy stocks include Apple Inc, Bank of America Corporation (holding 1.01 billion shares with a market capitalization of US $41.6 billion), American Express Co (maintaining 151.6 million shares), Coca-Cola Company (maintaining 400 million shares) and Kraft Heinz (maintaining 325.6 million shares).
Berkshire's top 10 stocks remained relatively unchanged last quarter:
In terms of stock portfolio adjustment, Berkshire was relatively calm in the second quarter. The company did not build any new company shares in the quarter to the end of June.
