巴菲特大撤退！Q2拋售超770億美元股票，新建倉Ulta Beauty、海科航空
最新，巴菲特旗下的伯克希爾哈撒韋披露二季度持倉變動。
大幅拋售持倉
二季度，伯克希爾對股票進行了大規模的拋售，合計拋售了超過770億美元的股票，其中包括約500億美元的蘋果股票。
同時，伯克希爾在此期間購買了不到20億美元的股票，其中包括新建倉Ulta Beauty、海科航空。
對持倉進行調整後，截至6月底，伯克希爾的現金儲備達到創紀錄的2769億美元，高於一季度末的1890億美元。
在5月的年度股東大會上，巴菲特表示，他並不急於花掉這筆錢，“除非我們認為我們做的事情風險很小，而且能讓我們賺很多錢”。
減倉蘋果、雪佛龍，清倉Snowflake、派拉蒙
作為第二季度大規模拋售的一部分，伯克希爾將其在蘋果的持倉削減了近50%，期間總共淨售出755億美元的股票。
大幅減持後，蘋果仍是伯克希爾的最大重倉股。
僅次於蘋果，Snowflake成為伯克希爾二季度減持較多的個股，清倉了一季度末持有的總共612萬股，市值約8.4億美元。此外，傳媒公司派拉蒙也遭伯克希爾清倉。
伯克希爾還削減了其在美國銀行的持股，自7月中旬以來持股量減少了8.8%，價值超過38億美元。
雪佛龍的持倉也遭削減，減持了436.97萬股，與此同時，加倉了726.34萬股的西方石油。
此外，Capital One、Floor & Decor Holdings、T-Mobile和路易斯安那太平洋等個股也遭到了伯克希爾的減持。
新建倉Ulta Beauty、海科航空
二季度，伯克希爾增持了零售化粧品連鎖店Ulta Beauty和航空航天公司海科航空的少量股份。
伯克希爾增持了69.01萬股Ulta Beauty股票、104.42萬股海科航空股票。
根據週三的收盤價，伯克希爾在Ulta Beauty的持股價值約為2.27億美元，而海科航空的持股價值約為2.47億美元。
受此影響，Ulta Beauty在盤後交易中飆升13.69%，報374.1美元/股。今年以來，公司股價累計下跌32%。
海科航空盤後上升3.85%，報246美元/股。今年以來，公司股價累計上升了32%。
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