对比管理人
两个投资组合，一张地图——重叠部分、共同重仓，以及各自独有的持仓。
Berkshire Hathaway ⇄ Mitsubishi UFJ Asset Management Co., Ltd.
27共同持仓
1.6%名称重叠（Jaccard 指数）
1+仅 Berkshire…
15+仅 Mitsubishi…
共同持仓 · Q2 2026
| 证券 | Berkshire Hathaway 权重 | Mitsubishi UFJ… 权重 |
|---|---|---|
| AAPL Apple Inc. | 22.0% | 5.9% |
| AXP American Express Company | 17.1% | 0.3% |
| GOOGL Alphabet Inc. | 9.4% | 3.5% |
| KO The Coca-Cola Company | 10.9% | 0.9% |
| BAC Bank of America… | 9.2% | 0.5% |
| GOOG Alphabet Inc. | 3.2% | 2.3% |
| CVX Chevron Corporation | 4.7% | 0.4% |
| OXY Occidental Petroleum… | 4.3% | 0.0% |
| CB Chubb Limited | 3.9% | 0.2% |
| MCO Moody's Corporation | 3.7% | 0.1% |
| KHC The Kraft Heinz Company | 2.6% | 0.0% |
| DVA DaVita Inc. | 2.1% | 0.0% |
| DAL Delta Air Lines, Inc. | 1.8% | 0.1% |
| SIRI Sirius XM Holdings Inc. | 1.2% | 0.0% |
| VRSN VeriSign, Inc. | 0.8% | 0.0% |
| KR The Kroger Co. | 0.7% | 0.0% |
| LLYVA Liberty Live Group | 0.5% | 0.0% |
| LEN Lennar Corporation | 0.4% | 0.0% |
| ALLY Ally Financial Inc. | 0.4% | 0.0% |
| COF Capital One Financial… | 0.2% | 0.2% |
| NYT The New York Times Company | 0.4% | 0.0% |
| NUE Nucor Corporation | 0.1% | 0.1% |
| LPX Louisiana-Pacific… | 0.1% | 0.0% |
| DHI D.R. Horton, Inc. | 0.0% | 0.1% |
| M Macy's, Inc. | 0.1% | 0.0% |
| NVR NVR, Inc. | 0.0% | 0.0% |
| JEF Jefferies Financial Group… | 0.0% | 0.0% |
独特地 Berkshire Hathaway
| LEN-B Lennar Corporation | 0.0% |
独特地 Mitsubishi UFJ Asset…
| NVDA NVIDIA Corporation | 6.6% |
| MSFT Microsoft Corporation | 4.2% |
| AMZN Amazon.com, Inc. | 3.7% |
| AVGO Broadcom Inc. | 2.5% |
| MU Micron Technology… | 1.8% |
| META Meta Platforms, Inc. | 1.7% |
| TSLA Tesla, Inc. | 1.7% |
| V Visa Inc. | 1.3% |
| AMD Advanced Micro… | 1.3% |
| LLY Eli Lilly and Company | 1.3% |
| JPM JPMorgan Chase & Co. | 1.2% |
| BRK-B Berkshire Hathaway… | 1.1% |
| INTC Intel Corp. | 0.9% |
| JNJ Johnson & Johnson | 0.9% |
| NFLX Netflix, Inc. | 0.8% |
数据来源: 重叠度根据两位管理人已解析的普通股持仓实时计算，涵盖 Q2 2026. 仅含已申报多头——对冲头寸及非13F资产不可见。 方法论