<h2>关键要点</h2>
<ul>
<li>三菱股票因液化天然气、铜和其他材料需求上升而大幅上涨。</li>
<li>另一只日本股票丸红今年也成为巴菲特的赢家之一。</li>
<li>达维塔是巴菲特股票的典型例子——并且在 2026 年表现优于市场。</li>
<li>我们更看好的 10 只股票 ›</li>
</ul>
<p>不要以为沃伦·巴菲特因为不再担任 <strong>伯克希尔哈撒韦</strong>（NYSE: BRKA)(NYSE: BRKB）首席执行官而退休。他最近在接受 CNBC 的 Becky Quick 采访时确认，他每天都去办公室，仍然积极参与伯克希尔的投资。</p>
<p>巴菲特过去的一些投资在今年表现异常出色。就像巴菲特本人一样，它们并不张扬——但非常稳健。以下是这位传奇投资者在 2026 年迄今为止的三只顶级股票。</p>
<p><em><strong>人工智能会创造出世界上第一个万亿富翁吗？</strong> 我们的团队刚刚发布了一份关于一家鲜为人知的公司报告，该公司被称为 “不可或缺的垄断”，提供 Nvidia 和 Intel 都需要的关键技术。<strong>继续 »</strong></em></p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg2NjE3MC9idWZmZXR0MTctdG1mLmpwZwI2dz03MDA?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://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg2NjE3MC9idWZmZXR0MTctdG1mLmpwZwI2dz03MDA"/></p>
<p>图片来源：The Motley Fool。</p>
<h2>1. 三菱</h2>
<p><strong>三菱</strong>（OTC: MSBHF）毫无疑问是巴菲特今年迄今为止最大的赢家。这家日本贸易公司的股票上涨了约 45%。</p>
<p>巴菲特过去对国际股票并不热衷。然而，他几年前对五只日本股票做出了例外。三菱现在是伯克希尔的第七大持股。</p>
<p>三菱是日本贸易公司中最大（也可以说是最强）的。公司的业务包括化学、能源、食品、金融、机械、金属等。今年早些时候，三菱收购了 Aethon，这笔交易使其进入了美国页岩气业务。</p>
<p>液化天然气（LNG）、铜和其他材料需求的上升为三菱提供了顺风。公司的大规模股票回购也提升了其每股收益。</p>
<h2>2. 丸红</h2>
<p>伯克希尔投资组合中的五家日本贸易公司的商业模式相似。因此，这些股票往往同步波动。因此，<strong>丸红</strong>（OTC: MARUF)(OTC: MARUY）成为巴菲特今年迄今为止表现第二好的股票也就不足为奇了。</p>
<p>丸红的股票在过去五年中上涨了超过 350%。这一表现显著高于其同行。</p>
<p>所有日本贸易公司都有高度多元化的业务。丸红的业务包括航空航天、农业、化学、能源、金融、食品、信息技术、材料、采矿和房地产。</p>
<p>与三菱一样，丸红也积极回购股票。该公司还稳步提高了股息。对股东的这种回报部分是巴菲特在 2023 年宣布丸红是他预计伯克希尔将 “无限期持有” 的少数几只股票之一的原因。</p>
<h2>3. 达维塔</h2>
<p>如果你期待另一只日本股票在巴菲特 2026 年最佳股票中占据第三位，你会感到惊讶。第三名则是美国透析服务提供商 <strong>达维塔</strong>（NYSE: DVA）。</p>
<p>这只医疗保健股票今年迄今已上涨约 30%。达维塔在 2026 年 2 月公布的第四季度业绩超出了收入和收益预期。更好的是，该公司给投资者带来了 2026 年全年的指导。</p>
<p>达维塔是巴菲特喜欢购买的股票类型的典型例子。该公司提供必要的服务，产生强劲的经常性收入和现金流。其业务可预测且具有韧性。与三菱和丸红一样，达维塔也进行了大规模的股票回购。</p>
<p>该公司还扩展了透析服务以外的业务。达维塔与 <strong>Ares Management</strong>（NYSE: ARES）在 2026 年 2 月对 Elara Caring 进行了战略投资。Elara 是领先的专业家庭健康、临终关怀、行为健康和个人护理服务提供商。</p>
<h2>你应该购买这些巴菲特股票吗？</h2>
<p>其他投资者应该购买这些高飞的巴菲特股票吗？不要为了追逐势头而追逐势头。值得注意的是，伯克希尔最近并没有购买这三只股票。该集团甚至在今年早些时候稍微削减了其达维塔的持仓。然而，我认为这三只股票对许多投资者来说都可能具有吸引力。</p>
<p>价值投资者可能会特别关注达维塔。尽管在 2026 年迄今为止表现出色，但该股票的前瞻市盈率仅为 10.7 倍。</p>
<p>收入投资者可能会喜欢这两只日本股票。它们的股息收益率并不特别高——三菱为 2.1%，丸红为 1.8%。然而，这两家贸易公司都有稳定、多元化的业务，应该能够在长期内继续增长其股息。</p>
<h2>你现在应该购买达维塔的股票吗？</h2>
<p>在你购买达维塔的股票之前，请考虑以下几点：</p>
<p><em>Motley Fool Stock Advisor</em> 分析团队刚刚确定了他们认为的 <strong>10 只最佳股票</strong> 供投资者现在购买……而达维塔并不在其中。入选的 10 只股票在未来几年可能会产生巨大的回报。</p>
<p>考虑一下 <strong>Netflix</strong> 在 2004 年 12 月 17 日进入这个名单时……如果你在我们推荐时投资了 1000 美元，<strong>你将拥有 524,786 美元</strong>！* 或者当 <strong>Nvidia</strong> 在 2005 年 4 月 15 日进入这个名单时……如果你在我们推荐时投资了 1000 美元，<strong>你将拥有 1,236,406 美元</strong>！*</p>
<p>现在值得注意的是，<em>Stock Advisor</em> 的总平均回报率为 994%——相比之下，标准普尔 500 指数的回报率为 199%。<strong>不要错过最新的前 10 名单，<em>Stock Advisor</em> 提供，并加入一个由个人投资者为个人投资者建立的投资社区。</strong></p>
<p><strong>查看这 10 只股票 »</strong></p>
<p><em>*Stock Advisor 的回报截至 2026 年 4 月 20 日。</em></p>
<p><em>Keith Speights 在伯克希尔哈撒韦持有头寸。Motley Fool 在伯克希尔哈撒韦持有头寸并给予推荐。Motley Fool 有披露政策。</em></p>
<p>此处表达的观点和意见是作者的观点和意见，并不一定反映纳斯达克公司的观点。</p>

达维塔保健

MARUY

美国天然气 ETF

美国医疗保健供应商 ETF - iShares

<p>沃伦·巴菲特在 2026 年的前三大股票包括三菱、丸红和达维塔。由于对液化天然气和其他材料需求的上升，三菱股价上涨了 45%；而丸红在五年内上涨超过 350%，受益于股票回购和分红。达维塔作为一家美国透析服务提供商，今年股价上涨了 30%，展现出强劲的收入和现金流。尽管这些股票表现良好，伯克希尔·哈撒韦近期并未增加在这些股票上的持仓。价值和收益投资者可能会发现这些股票具有吸引力，但建议谨慎追逐市场动向</p>

<h2>Key Points</h2>
<div class="lb-trans"><h2>关键要点</h2>
</div><ul>
<li>Mitsubishi stock has skyrocketed in part due to rising demand for LNG, copper, and other materials.</li>
<li>Another Japanese stock, Marubeni, has also been a big winner for Buffett this year.</li>
<li>DaVita is a textbook example of a Buffett stock -- and it's trouncing the market in 2026.</li>
<li>10 stocks we like better than DaVita ›</li>
</ul>
<div class="lb-trans"><ul>
<li>三菱股票因液化天然气、铜和其他材料需求上升而大幅上涨。</li>
<li>另一只日本股票丸红今年也成为巴菲特的赢家之一。</li>
<li>达维塔是巴菲特股票的典型例子——并且在 2026 年表现优于市场。</li>
<li>我们更看好的 10 只股票 ›</li>
</ul>
</div><p>Don't think for a second that Warren Buffett has retired just because he no longer serves as <strong>Berkshire Hathaway</strong>'s (NYSE: BRKA)(NYSE: BRKB) CEO. He recently confirmed in an interview with CNBC's Becky Quick that he goes into the office every day and is still actively involved in Berkshire's investments.</p>
<div class="lb-trans"><p>不要以为沃伦·巴菲特因为不再担任 <strong>伯克希尔哈撒韦</strong>（NYSE: BRKA)(NYSE: BRKB）首席执行官而退休。他最近在接受 CNBC 的 Becky Quick 采访时确认，他每天都去办公室，仍然积极参与伯克希尔的投资。</p>
</div><p>Several of Buffett's past investments are performing exceptionally well this year. Like Buffett himself, they aren't flashy -- but they're solid. Here are the legendary investor's top three stocks so far in 2026.</p>
<div class="lb-trans"><p>巴菲特过去的一些投资在今年表现异常出色。就像巴菲特本人一样，它们并不张扬——但非常稳健。以下是这位传奇投资者在 2026 年迄今为止的三只顶级股票。</p>
</div><p><em><strong>Will AI create the world's first trillionaire?</strong> Our team just released a report on the one little-known company, called an &#34;Indispensable Monopoly&#34; providing the critical technology Nvidia and Intel both need. <strong>Continue »</strong></em></p>
<div class="lb-trans"><p><em><strong>人工智能会创造出世界上第一个万亿富翁吗？</strong> 我们的团队刚刚发布了一份关于一家鲜为人知的公司报告，该公司被称为 “不可或缺的垄断”，提供 Nvidia 和 Intel 都需要的关键技术。<strong>继续 »</strong></em></p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg2NjE3MC9idWZmZXR0MTctdG1mLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F866170%2Fbuffett17-tmf.jpg&amp;w=700"/></p>
<p>Image source: The Motley Fool.</p>
<div class="lb-trans"><p>图片来源：The Motley Fool。</p>
</div><h2>1. Mitsubishi</h2>
<div class="lb-trans"><h2>1. 三菱</h2>
</div><p><strong>Mitsubishi</strong>(OTC: MSBHF) easily ranks as Buffett's biggest year-to-date winner. Shares of the Japanese trading house have skyrocketed by around 45%.</p>
<div class="lb-trans"><p><strong>三菱</strong>（OTC: MSBHF）毫无疑问是巴菲特今年迄今为止最大的赢家。这家日本贸易公司的股票上涨了约 45%。</p>
</div><p>Buffett wasn't a huge fan of international stocks in the past. However, he made an exception for five Japanese stocks several years ago. Mitsubishi now stands as Berkshire's seventh-largest holding.</p>
<div class="lb-trans"><p>巴菲特过去对国际股票并不热衷。然而，他几年前对五只日本股票做出了例外。三菱现在是伯克希尔的第七大持股。</p>
</div><p>Mitsubishi is the biggest (and arguably the strongest) of the Japanese trading houses. The company's operations include chemicals, energy, food, finance, machinery, metals, and more. Earlier this year, Mitsubishi acquired Aethon is a deal that enabled it to enter the U.S. shale gas business.</p>
<div class="lb-trans"><p>三菱是日本贸易公司中最大（也可以说是最强）的。公司的业务包括化学、能源、食品、金融、机械、金属等。今年早些时候，三菱收购了 Aethon，这笔交易使其进入了美国页岩气业务。</p>
</div><p>Rising demand for liquid natural gas (LNG), copper, and other materials has served as a tailwind for Mitsubishi. The company's massive stock buybacks have also boosted its earnings per share.</p>
<div class="lb-trans"><p>液化天然气（LNG）、铜和其他材料需求的上升为三菱提供了顺风。公司的大规模股票回购也提升了其每股收益。</p>
</div><h2>2. Marubeni</h2>
<div class="lb-trans"><h2>2. 丸红</h2>
</div><p>The business models of the five Japanese trading houses in Berkshire's portfolio are similar. As a result, the stocks often move in tandem. It's not surprising, therefore, that <strong>Marubeni</strong>(OTC: MARUF)(OTC: MARUY) ranks as Buffett's second-best-performing stock of the year so far.</p>
<div class="lb-trans"><p>伯克希尔投资组合中的五家日本贸易公司的商业模式相似。因此，这些股票往往同步波动。因此，<strong>丸红</strong>（OTC: MARUF)(OTC: MARUY）成为巴菲特今年迄今为止表现第二好的股票也就不足为奇了。</p>
</div><p>Marubeni's shares have soared more than 350% over the last five years. That performance is significantly higher than any of its peers.</p>
<div class="lb-trans"><p>丸红的股票在过去五年中上涨了超过 350%。这一表现显著高于其同行。</p>
</div><p>All of the Japanese trading houses have highly diversified businesses. Marubeni's operations include aerospace, agriculture, chemicals, energy, finance, food, information technology, materials, mining, and real estate.</p>
<div class="lb-trans"><p>所有日本贸易公司都有高度多元化的业务。丸红的业务包括航空航天、农业、化学、能源、金融、食品、信息技术、材料、采矿和房地产。</p>
</div><p>Like Mitsubishi, Marubeni has aggressively repurchased shares. The company has also steadily increased its dividend. Such rewards for shareholders are partly responsible for Buffett declaring in 2023 that Marubeni was one of only a handful of stocks that he expected Berkshire to &#34;maintain indefinitely.&#34;</p>
<div class="lb-trans"><p>与三菱一样，丸红也积极回购股票。该公司还稳步提高了股息。对股东的这种回报部分是巴菲特在 2023 年宣布丸红是他预计伯克希尔将 “无限期持有” 的少数几只股票之一的原因。</p>
</div><h2>3. DaVita</h2>
<div class="lb-trans"><h2>3. 达维塔</h2>
</div><p>If you anticipated another Japanese stock to take the No. 3 spot among Buffett's best stocks of 2026 so far, you're in for a surprise. Third place instead goes to U.S. dialysis services provider <strong>DaVita</strong>(NYSE: DVA).</p>
<div class="lb-trans"><p>如果你期待另一只日本股票在巴菲特 2026 年最佳股票中占据第三位，你会感到惊讶。第三名则是美国透析服务提供商 <strong>达维塔</strong>（NYSE: DVA）。</p>
</div><p>This healthcare stock has surged around 30% year to date. Davita blew past revenue and earnings estimates with its fourth-quarter results reported in February 2026. Even better, the company wowed investors with its full-year 2026 guidance.</p>
<div class="lb-trans"><p>这只医疗保健股票今年迄今已上涨约 30%。达维塔在 2026 年 2 月公布的第四季度业绩超出了收入和收益预期。更好的是，该公司给投资者带来了 2026 年全年的指导。</p>
</div><p>DaVita is a textbook example of the kind of stock Buffett likes to buy. The company provides essential services. It generates strong recurring revenue and cash flow. Its business is predictable and resilient. Like Mitsubishi and Marubeni, DaVita has also made significant stock buybacks.</p>
<div class="lb-trans"><p>达维塔是巴菲特喜欢购买的股票类型的典型例子。该公司提供必要的服务，产生强劲的经常性收入和现金流。其业务可预测且具有韧性。与三菱和丸红一样，达维塔也进行了大规模的股票回购。</p>
</div><p>The company has branched out beyond dialysis services as well. DaVita and <strong>Ares Management</strong>(NYSE: ARES) made strategic investments in Elara Caring in February 2026. Elara is a leading provider of skilled home health, hospice, behavioral health, and personal care services.</p>
<div class="lb-trans"><p>该公司还扩展了透析服务以外的业务。达维塔与 <strong>Ares Management</strong>（NYSE: ARES）在 2026 年 2 月对 Elara Caring 进行了战略投资。Elara 是领先的专业家庭健康、临终关怀、行为健康和个人护理服务提供商。</p>
</div><h2>Should you buy these Buffett stocks?</h2>
<div class="lb-trans"><h2>你应该购买这些巴菲特股票吗？</h2>
</div><p>Should other investors buy these high-flying Buffett stocks? Don't chase momentum for momentum's sake. It's also worth noting that Berkshire hasn't bought any of these three stocks recently. The conglomerate even trimmed its DaVita position a little earlier this year. However, I think all three stocks could be appealing to many investors.</p>
<div class="lb-trans"><p>其他投资者应该购买这些高飞的巴菲特股票吗？不要为了追逐势头而追逐势头。值得注意的是，伯克希尔最近并没有购买这三只股票。该集团甚至在今年早些时候稍微削减了其达维塔的持仓。然而，我认为这三只股票对许多投资者来说都可能具有吸引力。</p>
</div><p>Value investors could be especially attracted to DaVita. Despite its impressive gain so far in 2026, the stock trades at only 10.7 times forward earnings.</p>
<div class="lb-trans"><p>价值投资者可能会特别关注达维塔。尽管在 2026 年迄今为止表现出色，但该股票的前瞻市盈率仅为 10.7 倍。</p>
</div><p>Income investors might like the two Japanese stocks. Their dividend yields aren't extraordinarily high -- 2.1% for Mitsubishi and 1.8% for Marubeni. However, both trading houses have stable, diversified businesses that should enable them to continue growing their dividends over the long term.</p>
<div class="lb-trans"><p>收入投资者可能会喜欢这两只日本股票。它们的股息收益率并不特别高——三菱为 2.1%，丸红为 1.8%。然而，这两家贸易公司都有稳定、多元化的业务，应该能够在长期内继续增长其股息。</p>
</div><h2>Should you buy stock in DaVita right now?</h2>
<div class="lb-trans"><h2>你现在应该购买达维塔的股票吗？</h2>
</div><p>Before you buy stock in DaVita, consider this:</p>
<div class="lb-trans"><p>在你购买达维塔的股票之前，请考虑以下几点：</p>
</div><p>The <em>Motley Fool Stock Advisor</em> analyst team just identified what they believe are the <strong>10 best stocks</strong> for investors to buy now… and DaVita wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.</p>
<div class="lb-trans"><p><em>Motley Fool Stock Advisor</em> 分析团队刚刚确定了他们认为的 <strong>10 只最佳股票</strong> 供投资者现在购买……而达维塔并不在其中。入选的 10 只股票在未来几年可能会产生巨大的回报。</p>
</div><p>Consider when <strong>Netflix</strong> made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, <strong>you’d have $524,786</strong>!* Or when <strong>Nvidia</strong> made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, <strong>you’d have $1,236,406</strong>!*</p>
<div class="lb-trans"><p>考虑一下 <strong>Netflix</strong> 在 2004 年 12 月 17 日进入这个名单时……如果你在我们推荐时投资了 1000 美元，<strong>你将拥有 524,786 美元</strong>！* 或者当 <strong>Nvidia</strong> 在 2005 年 4 月 15 日进入这个名单时……如果你在我们推荐时投资了 1000 美元，<strong>你将拥有 1,236,406 美元</strong>！*</p>
</div><p>Now, it’s worth noting <em>Stock Advisor’s</em> total average return is 994% — a market-crushing outperformance compared to 199% for the S&amp;P 500. <strong>Don't miss the latest top 10 list, available with <em>Stock Advisor</em>, and join an investing community built by individual investors for individual investors.</strong></p>
<div class="lb-trans"><p>现在值得注意的是，<em>Stock Advisor</em> 的总平均回报率为 994%——相比之下，标准普尔 500 指数的回报率为 199%。<strong>不要错过最新的前 10 名单，<em>Stock Advisor</em> 提供，并加入一个由个人投资者为个人投资者建立的投资社区。</strong></p>
</div><p><strong>See the 10 stocks »</strong></p>
<div class="lb-trans"><p><strong>查看这 10 只股票 »</strong></p>
</div><p><em>*Stock Advisor returns as of April 20, 2026.</em></p>
<div class="lb-trans"><p><em>*Stock Advisor 的回报截至 2026 年 4 月 20 日。</em></p>
</div><p><em>Keith Speights has positions in Berkshire Hathaway. The Motley Fool has positions in and recommends Berkshire Hathaway. The Motley Fool has a disclosure policy.</em></p>
<div class="lb-trans"><p><em>Keith Speights 在伯克希尔哈撒韦持有头寸。Motley Fool 在伯克希尔哈撒韦持有头寸并给予推荐。Motley Fool 有披露政策。</em></p>
</div><p>The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.</p>
<div class="lb-trans"><p>此处表达的观点和意见是作者的观点和意见，并不一定反映纳斯达克公司的观点。</p>
</div>

你是否应该购买沃伦·巴菲特截至 2026 年的前三大股票？