<ul>
<li>沃伦·巴菲特最近一直是股票的净卖家，但他在第二季度购买了 12 只股票，包括六个新头寸。</li>
<li>巴菲特有在多个季度内逐步增持的历史，甚至在 25 个季度内回购伯克希尔·哈撒韦的股票。</li>
<li>他现在连续四个季度购买一只股票，显示出对其未来的强烈信心。</li>
<li>英伟达让早期投资者致富，但现在有一类新的 “下一个英伟达股票” 可能更好。点击这里了解更多信息。</li>
</ul>
<h2>意外的购物狂欢</h2>
<p>随着他辉煌的投资生涯接近尾声，沃伦·巴菲特仍然是最受关注的投资者之一。没有其他投资者能像奥马哈的先知那样吸引如此多的追随者和忠诚度。他的每一个举动都被分析师和投资者仔细研究，以推测他可能会做出的下一步行动。</p>
<p>尽管巴菲特近年来一直是股票的净卖家，削减了数十亿的持股，但他在第二季度却进行了一次小规模的购买狂欢，为 <strong>伯克希尔·哈撒韦</strong>（NYSE:BRK-A)(NYSE:BRK-B）增持或新建了 12 只股票的头寸，其中包括六个全新的名字。</p>
<p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2025/01/Follow-Our-500000-AI-Portfolio-3.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2025/01/Follow-Our-500000-AI-Portfolio-3.jpg"/></p>
<p>这并不是巴菲特第一次进行购买狂欢。多年来，他在多个季度内有条不紊地增持公司股份，这一策略他甚至在伯克希尔·哈撒韦自己的股票上也应用过，在连续 24 个季度内回购股票，直到去年第二季度突然停止。</p>
<p>现在，巴菲特似乎又回到了这个节奏，连续四个季度稳步增持一只特定股票，表明他对该公司的强烈信心。让我们看看这家公司是否应该成为你必须购买的股票。</p>
<h2>深入探讨</h2>
<p><strong>Pool</strong>（NASDAQ:POOL）是一个领先的游泳池用品、设备及相关休闲产品的分销商，悄然成为巴菲特的最爱。该公司服务于一个小众但韧性的市场，提供从化学品到游泳池泵的所有产品，适用于住宅和商业游泳池。</p>
<p>巴菲特对 POOL 的兴趣稳步增长，过去四个季度他的购买加速：</p>
<ul>
<li><strong>2024 年第三季度：</strong> 404,057 股</li>
<li><strong>2024 年第四季度：</strong> 194,632 股</li>
<li><strong>2025 年第一季度：</strong> 865,311 股</li>
<li><strong>2025 年第二季度：</strong> 1,994,885 股</li>
</ul>
<p>到第二季度，巴菲特在 POOL 的持股达到了近 350 万股，约占伯克希尔庞大投资组合的 0.4%。虽然这只是他总持股的一小部分，但他购买规模的不断增加——尤其是第二季度近 200 万股的购买量，是前一个季度购买量的两倍多——表明他对该公司长期前景的信心在增强。</p>
<p>POOL 的商业模式依赖于对游泳池维护和用品的持续需求，这与巴菲特对稳定、可预测现金流的偏好相符。</p>
<h2>分红宠儿</h2>
<p>POOL 的一个突出特点是其可靠的分红，目前收益率为 1.5%。该公司连续 14 年提高分红，过去五年的复合年增长率（CAGR）达到了 18.5%。这种一致性和增长使其成为经典的巴菲特选择：一家具有持久竞争优势或 “护城河” 的公司，为股东创造稳定的回报。</p>
<p>虽然 POOL 并不是家喻户晓的名字，但它在游泳池用品行业的主导地位——由于其广泛的分销网络，进入壁垒很高——使其成为寻求稳定和收入的投资者的一个引人注目的选择。</p>
<h2>基于住房市场的投资</h2>
<p>巴菲特在 POOL 的增持可能反映了他对住房市场的更广泛押注，尽管该公司的收入主要来自维护和供应，而非新游泳池的建设。随着住房开工波动，POOL 的业务依然韧性十足，因为现有游泳池无论市场周期如何都需要持续维护。</p>
<p>然而，巴菲特也重建了他在该行业的持股，购买了 <strong>D.R. Horton</strong>（NYSE:DHI）、<strong>Lennar</strong>（NYSE:LEN）和 <strong>NVR</strong>（NYSE:NVR）的股票。</p>
<p>然而，POOL 股票最近的表现却不尽如人意，过去一年下跌了 6%，比 52 周高点低了 18%。这一下跌可能引起了巴菲特的注意，因为他以在合理估值下购买优质公司而闻名。</p>
<h2>关键要点</h2>
<p>POOL 的股票可能下跌，但其基本面依然强劲，巴菲特的增持信号显示出对其未来的信心。虽然 POOL 在伯克希尔的投资组合中占比不大，但其不断增长的存在表明这不仅仅是一个短暂的兴趣。</p>
<p>该公司 1.5% 的分红收益率，加上 14 年的增长记录，使其对以收入为导向的投资者具有吸引力。尽管与住房市场相关，但 POOL 对维护的关注确保了稳定的需求。作为巴菲特最新的必买股票，POOL 可能也值得在你的投资组合中占有一席之地。</p>
<p>本文标题为《这是沃伦·巴菲特最新的必买股票》，首发于 24/7 Wall St..</p>

POOL

<p>沃伦·巴菲特最近从净卖方转变为买方，在第二季度收购了 12 只股票，其中包括六个新头寸。值得注意的是，他大幅增加了对 Pool Corporation（NASDAQ:POOL）的持股，累计近 350 万股。POOL 稳定的 1.5% 股息收益率和持续的增长使其成为经典的巴菲特投资。尽管近期股票表现面临挑战，巴菲特对 POOL 长期前景的信心通过他持续的购买表现得淋漓尽致，这表明它可能是投资者的必买之选</p>

<ul>
<li>Warren Buffett has been a net seller of stocks lately, but he bought 12 stocks in Q2, including six new positions.</li>
<li>Buffett has a history of building stakes over multiple quarters, even buying back Berkshire Hathaway shares for 25 quarters.</li>
<li>He’s now consistently buying one stock for four quarters, showing strong conviction in its future.</li>
<li>Nvidia made early investors rich, but there is a new class of ‘Next Nvidia Stocks’ that could be even better. Click here to learn more.</li>
</ul>
<div class="lb-trans"><ul>
<li>沃伦·巴菲特最近一直是股票的净卖家，但他在第二季度购买了 12 只股票，包括六个新头寸。</li>
<li>巴菲特有在多个季度内逐步增持的历史，甚至在 25 个季度内回购伯克希尔·哈撒韦的股票。</li>
<li>他现在连续四个季度购买一只股票，显示出对其未来的强烈信心。</li>
<li>英伟达让早期投资者致富，但现在有一类新的 “下一个英伟达股票” 可能更好。点击这里了解更多信息。</li>
</ul>
</div><h2>A Surprising Shopping Spree</h2>
<div class="lb-trans"><h2>意外的购物狂欢</h2>
</div><p>As his illustrious investing career winds down, Warren Buffett remains one of the most closely watched investors. No other investor attracts the kind of following and loyalty as the Oracle of Omaha. Every move he makes is pored over by analysts and investors to parse what move he might make next.</p>
<div class="lb-trans"><p>随着他辉煌的投资生涯接近尾声，沃伦·巴菲特仍然是最受关注的投资者之一。没有其他投资者能像奥马哈的先知那样吸引如此多的追随者和忠诚度。他的每一个举动都被分析师和投资者仔细研究，以推测他可能会做出的下一步行动。</p>
</div><p>Although Buffett’s been a net seller of stocks in recent years, shedding billions in holdings, he went on a mini buying binge in the second quarter, adding or initiating new positions in a dozen stocks for <strong>Berkshire Hathaway</strong> (NYSE:BRK-A)(NYSE:BRK-B), including six brand-new names.</p>
<div class="lb-trans"><p>尽管巴菲特近年来一直是股票的净卖家，削减了数十亿的持股，但他在第二季度却进行了一次小规模的购买狂欢，为 <strong>伯克希尔·哈撒韦</strong>（NYSE:BRK-A)(NYSE:BRK-B）增持或新建了 12 只股票的头寸，其中包括六个全新的名字。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2025/01/Follow-Our-500000-AI-Portfolio-3.jpg" alt="" original-src="https://247wallst.com/wp-content/uploads/2025/01/Follow-Our-500000-AI-Portfolio-3.jpg"/></p>
<p>This isn’t the first time Buffett has indulged in a buying spree. Over the years, he has methodically built stakes in companies across multiple quarters, a strategy he famously applied even to Berkshire Hathaway’s own stock, buying back shares for 24 consecutive quarters before abruptly stopping in last year’s second quarter.</p>
<div class="lb-trans"><p>这并不是巴菲特第一次进行购买狂欢。多年来，他在多个季度内有条不紊地增持公司股份，这一策略他甚至在伯克希尔·哈撒韦自己的股票上也应用过，在连续 24 个季度内回购股票，直到去年第二季度突然停止。</p>
</div><p>Now, Buffett seems to be back at it, steadily accumulating one particular stock for four straight quarters, signaling strong conviction. Let’s see whether this company should become your own must-buy stock.</p>
<div class="lb-trans"><p>现在，巴菲特似乎又回到了这个节奏，连续四个季度稳步增持一只特定股票，表明他对该公司的强烈信心。让我们看看这家公司是否应该成为你必须购买的股票。</p>
</div><h2>Diving Into the Deep End</h2>
<div class="lb-trans"><h2>深入探讨</h2>
</div><p><strong>Pool</strong> (NASDAQ:POOL) is a leading distributor of pool supplies, equipment, and related leisure products, and has quietly become a Buffett favorite. The company serves a niche but resilient market, supplying everything from chemicals to pool pumps for residential and commercial pools.</p>
<div class="lb-trans"><p><strong>Pool</strong>（NASDAQ:POOL）是一个领先的游泳池用品、设备及相关休闲产品的分销商，悄然成为巴菲特的最爱。该公司服务于一个小众但韧性的市场，提供从化学品到游泳池泵的所有产品，适用于住宅和商业游泳池。</p>
</div><p>Buffett’s interest in POOL has grown steadily, with his purchases accelerating over the past four quarters:</p>
<div class="lb-trans"><p>巴菲特对 POOL 的兴趣稳步增长，过去四个季度他的购买加速：</p>
</div><ul>
<li><strong>Q3 2024:</strong> 404,057 shares</li>
<li><strong>Q4 2024:</strong> 194,632 shares</li>
<li><strong>Q1 2025:</strong> 865,311 shares</li>
<li><strong>Q2 2025:</strong> 1,994,885 shares</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>2024 年第三季度：</strong> 404,057 股</li>
<li><strong>2024 年第四季度：</strong> 194,632 股</li>
<li><strong>2025 年第一季度：</strong> 865,311 股</li>
<li><strong>2025 年第二季度：</strong> 1,994,885 股</li>
</ul>
</div><p>By the second quarter, Buffett’s stake in POOL reached nearly 3.5 million shares, representing about 0.4% of Berkshire’s massive portfolio. While this is a modest slice of his total holdings, the increasing size of his purchases — particularly the near-2-million-share haul in Q2, which is more than double the previous quarter’s buy — suggests growing confidence in the company’s long-term prospects.</p>
<div class="lb-trans"><p>到第二季度，巴菲特在 POOL 的持股达到了近 350 万股，约占伯克希尔庞大投资组合的 0.4%。虽然这只是他总持股的一小部分，但他购买规模的不断增加——尤其是第二季度近 200 万股的购买量，是前一个季度购买量的两倍多——表明他对该公司长期前景的信心在增强。</p>
</div><p>POOL’s business model, which thrives on recurring demand for pool maintenance and supplies, aligns with Buffett’s preference for steady, predictable cash flows.</p>
<div class="lb-trans"><p>POOL 的商业模式依赖于对游泳池维护和用品的持续需求，这与巴菲特对稳定、可预测现金流的偏好相符。</p>
</div><h2>A Dividend Darling</h2>
<div class="lb-trans"><h2>分红宠儿</h2>
</div><p>One of POOL’s standout features is its reliable dividend, currently yielding 1.5%. The company has raised its payout for 14 consecutive years, with an impressive 18.5% compound annual growth rate (CAGR) over the past five years. This consistency and growth make it a classic Buffett pick: a company with a durable competitive advantage, or “moat,” that generates consistent returns for shareholders.</p>
<div class="lb-trans"><p>POOL 的一个突出特点是其可靠的分红，目前收益率为 1.5%。该公司连续 14 年提高分红，过去五年的复合年增长率（CAGR）达到了 18.5%。这种一致性和增长使其成为经典的巴菲特选择：一家具有持久竞争优势或 “护城河” 的公司，为股东创造稳定的回报。</p>
</div><p>While POOL isn’t a household name, its dominance in the pool supply industry — where barriers to entry are high due to its extensive distribution network — makes it a compelling choice for investors seeking stability and income.</p>
<div class="lb-trans"><p>虽然 POOL 并不是家喻户晓的名字，但它在游泳池用品行业的主导地位——由于其广泛的分销网络，进入壁垒很高——使其成为寻求稳定和收入的投资者的一个引人注目的选择。</p>
</div><h2>Building on the Housing Market</h2>
<div class="lb-trans"><h2>基于住房市场的投资</h2>
</div><p>Buffett’s growing stake in POOL may reflect a broader bet on the housing market, though the company’s revenue primarily comes from maintenance and supplies rather than new pool construction. With housing starts fluctuating, POOL’s business remains resilient, as existing pools require ongoing care regardless of market cycles.</p>
<div class="lb-trans"><p>巴菲特在 POOL 的增持可能反映了他对住房市场的更广泛押注，尽管该公司的收入主要来自维护和供应，而非新游泳池的建设。随着住房开工波动，POOL 的业务依然韧性十足，因为现有游泳池无论市场周期如何都需要持续维护。</p>
</div><p>Yet Buffett also rebuilt his stakes in the industry, buying shares of builders <strong>D.R. Horton</strong> (NYSE:DHI), <strong>Lennar</strong> (NYSE:LEN), and <strong>NVR</strong> (NYSE:NVR).</p>
<div class="lb-trans"><p>然而，巴菲特也重建了他在该行业的持股，购买了 <strong>D.R. Horton</strong>（NYSE:DHI）、<strong>Lennar</strong>（NYSE:LEN）和 <strong>NVR</strong>（NYSE:NVR）的股票。</p>
</div><p>POOL stock’s recent performance, however, has been lackluster, down 6% over the past year and 18% below its 52-week high. This dip may have caught Buffett’s eye, as he’s known for buying quality companies at reasonable valuations.</p>
<div class="lb-trans"><p>然而，POOL 股票最近的表现却不尽如人意，过去一年下跌了 6%，比 52 周高点低了 18%。这一下跌可能引起了巴菲特的注意，因为他以在合理估值下购买优质公司而闻名。</p>
</div><h2>Key Takeaway</h2>
<div class="lb-trans"><h2>关键要点</h2>
</div><p>Pool’s stock may be down, but its fundamentals remain strong, and Buffett’s increasing purchases signal confidence in its future. While POOL represents a small portion of Berkshire’s portfolio, its growing presence suggests it’s more than a passing fancy.</p>
<div class="lb-trans"><p>POOL 的股票可能下跌，但其基本面依然强劲，巴菲特的增持信号显示出对其未来的信心。虽然 POOL 在伯克希尔的投资组合中占比不大，但其不断增长的存在表明这不仅仅是一个短暂的兴趣。</p>
</div><p>The company’s 1.5% dividend yield, paired with a 14-year streak of increases, makes it attractive for income-focused investors. Although tied to the housing market, POOL’s focus on maintenance ensures steady demand. As Buffett’s latest must-buy stock, POOL might just deserve a spot in your portfolio, too.</p>
<div class="lb-trans"><p>该公司 1.5% 的分红收益率，加上 14 年的增长记录，使其对以收入为导向的投资者具有吸引力。尽管与住房市场相关，但 POOL 对维护的关注确保了稳定的需求。作为巴菲特最新的必买股票，POOL 可能也值得在你的投资组合中占有一席之地。</p>
</div><p>The post This Is Warren Buffett’s Newest Must-Buy Stock appeared first on 24/7 Wall St..</p>
<div class="lb-trans"><p>本文标题为《这是沃伦·巴菲特最新的必买股票》，首发于 24/7 Wall St..</p>
</div>

这是沃伦·巴菲特最新推荐的必买股票