巴菲特的伯克希尔换ceo后首份13F持仓文件，显示继续加仓了谷歌 $GOOG ，清仓了巴菲特去年任期刚买的联合健康 $UNH 。
没啥值得蒸馏的信息，只能总结说是重点加仓了云厂商谷歌，大幅减持清仓了小股，继续囤积了创纪录的现金3973亿美金。
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