---
title: "阿贝尔通过对 Alphabet 的重大投资来重塑伯克希尔的投资组合"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286974432.md"
description: "伯克希尔哈撒韦的首席执行官阿贝尔显著重塑了投资组合，关闭或减少了 22 个头寸，并增加了在谷歌、达美航空和梅西百货的持股。值得注意的是，谷歌的持股增加了三倍，达到约 230 亿美元，成为第五大头寸。阿贝尔的策略延续了巴菲特投资于高质量、具有护城河的企业的遗产"
datetime: "2026-05-19T22:51:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286974432.md)
  - [en](https://longbridge.com/en/news/286974432.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286974432.md)
---

# 阿贝尔通过对 Alphabet 的重大投资来重塑伯克希尔的投资组合

Major portfolio overhaul: Abel closed or reduced 22 positions and initiated major stakes in Alphabet, Delta Air Lines, and Macy's during his first quarter as CEO. Alphabet takes spotlight: Berkshire more than tripled its Alphabet holdings to about $23 billion, making it the fifth-largest position in the portfolio. Buffett legacy endures: Despite changes, Abel’s approach mirrors Buffett’s focus on high-quality, moat-protected businesses with concentrated capital allocation.

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