2012年8月15日 星期三

波克夏2012Q2持股變化

在前兩季開始分享波克夏的持股變化狀況,本季還是持續追蹤這些日子以來,巴菲特手上可交易的持股進出差異





今年的第二季,巴菲特對於消費性的股票有了比較大的調整。


首先來看主要持股:

1. 可口可樂 21%
2. 富國銀行 18.5%
3. IBM 17.5%
4. 美國運通 11.9%

前四大主要持股中,富國銀行增加了4%的持股,IBM則增加了3.5%的持股,這兩檔標的都是連續幾季增加持股,其他沒有太多變化。

5. 寶鹼 4.9%
6. 華爾百貨 4.4%
7. 卡夫特食品 3.1%
8. US Bancorp 2.9%
9. Conocophilips 2.2%
10. DIRECTV 1.9%

幾個次要的持股中,寶鹼減碼了18%的持股,卡夫特食品減碼了25%的持股,這兩個都是近期持續減碼的標的,反而加碼DIRECTV的持股23%,推測DIRECTV應該是兩位投資經理的標的。

另外比較特殊的調整有12. DaVita增加了55%的持股,這是從去年第四季開始新購入的持股,也有可能是投資經理負責的標的。

13.新購入Philip 66這家油氣製造公司 1.2%
14.嬌生 0.94%

嬌生減碼了64%的持股,這也是持續在減碼的標的。

其他零散的加減碼頗多,而INTEL則是被出清,這檔應該也是投資經理負責的標的。


有興趣的也可看
波克夏2012Q1持股變化
波克夏2011Q4持股變化

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