段
Investor Profile
段永平
H&H International Investment
段永平，H&H International Investment，长期投资实践者。
商业模式优先，追求简单可验证
管理层与企业文化是核心筛选
以长期回报而非短期波动为导向
资料建设中
资料库
最新持仓（2025 Q4）
对比基准：2025 Q3
持仓洞察
前五大持仓合计 89.43%，组合集中度较高.
本季新进 3 个标的，最大新进为 CRWV.
增持幅度最大：NVDA（+6.96pp）.
减持/退出信号：AAPL（-10.11pp）。
持仓明细（2025 Q4）
| # | Stock | % of Portfolio | Recent Activity | Shares | Reported Price* | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 苹果（AAPL）APPLE | 50.30% | ↓ -7.1% | 32.4M | $271.86 | $88.0亿 | — | — | — | — |
| 2 | 伯克希尔（BRK-B）BERKSHIRE HATHAWAY DEL | 20.62% | ↑ +38.2% | 7.2M | $502.65 | $36.1亿 | — | — | — | — |
| 3 | 英伟达（NVDA）NVIDIA | 7.71% | ↑ +1110.6% | 7.2M | $186.50 | $13.5亿 | — | — | — | — |
| 4 | 拼多多（PDD）PDD | 7.48% | ↑ +34.6% | 11.5M | $113.39 | $13.1亿 | — | — | — | — |
| 5 | 谷歌（GOOG）ALPHABET | 3.32% | ↑ +2.5% | 1.9M | $313.80 | $5.82亿 | — | — | — | — |
| 6 | 西方石油（OXY）OCCIDENTAL PETE | 3.09% | ↓ -2.8% | 13.2M | $41.12 | $5.42亿 | — | — | — | — |
| 7 | 微软（MSFT）MICROSOFT | 2.37% | ↑ +207.7% | 859K | $483.62 | $4.15亿 | — | — | — | — |
| 8 | 阿里巴巴（BABA）ALIBABA HLDG | 2.14% | ↓ -7.8% | 2.6M | $146.58 | $3.75亿 | — | — | — | — |
| 9 | 台积电（TSM）TAIWAN SEMICONDUCTOR MFG | 2.12% | ↑ +370.9% | 1.2M | $303.89 | $3.72亿 | — | — | — | — |
| 10 | 迪士尼（DIS）DISNEY WALT | 0.46% | ↓ -1.5% | 712K | $113.77 | $0.81亿 | — | — | — | — |
| 11 | CoreWeave（CRWV）COREWEAVE | 0.12% | New | 300K | $71.61 | $0.21亿 | — | — | — | — |
| 12 | Credo Technology（CRDO）CREDO TECHNOLOGY HOLDI | 0.11% | New | 141K | $143.89 | $0.20亿 | — | — | — | — |
| 13 | 阿斯麦（ASML）ASML HOLDING N V | 0.06% | ↓ -87.6% | 10K | $1069.86 | $0.11亿 | — | — | — | — |
| 14 | Tempus AI（TEM）TEMPUS AI | 0.03% | New | 110K | $59.05 | $0.06亿 | — | — | — | — |