---
title: "阿貝爾通過對 Alphabet 的重大投資來重塑伯克希爾的投資組合"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286974432.md"
description: "伯克希爾哈撒韋的首席執行官阿貝爾顯著重塑了投資組合，關閉或減少了 22 個頭寸，並增加了在谷歌、達美航空和梅西百貨的持股。值得注意的是，谷歌的持股增加了三倍，達到約 230 億美元，成為第五大頭寸。阿貝爾的策略延續了巴菲特投資於高質量、具有護城河的企業的遺產"
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)
---

# 阿貝爾通過對 Alphabet 的重大投資來重塑伯克希爾的投資組合

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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