在美国证券交易委员会的网站上巴菲特发布了最新的13F报表，就是公司持有其他上市公司的明细表。上次我公布了巴菲特2008年12月31日四季度投资组合，今天我们看看又有了什么新的变化。当然，老巴变化持股也许是为了买有更多股利的优先可转股，也许有其他目的，您最好自己做好判断。
增持：
Nalco Holding Co. (NLC)：9,000,000 shares (old 8,739,100)
Johnson & Johnson (JNJ): 32,508,891 shares (old 28,611,591)
US Bancorp (USB): 69,039,426 shares (old 67,551,426)
Union Pacific Corp. (UNP): 9,558,000 shares (old 8,906,000)
Wells Fargo & Co. (WFC): 290,407,668 shares (old 302,609,212)
减持：
Carmax Inc.
ConocoPhillips (COP): 71,228,096 shares (old 79,896,273)
Constellation Energy Group, Inc. (CEG)：14,828,207
shares (old 19,897,322)
United Health Group (UNH): 4,500,000 shares (old 6,379,900)
未变：
American Express (AXP): 151,610,700 shares
Bank of America (BAC): 5,000,000 shares
Burlington Northern Santa Fe (BNI): 76,777,029 shares
Coca Cola (KO): 200,000,000 shares
Comcast Corp (CMCSA): 12,000,000 shares
Comdisco Holding Co. (CDCO): 1,538,377 shares
Costco Wholesale Corp. (COST): 5,254,000 shares
Eaton Corporation (ETN)：3,200,000 shares
Gannett Inc. (GCI): 3,447,600 shares
General Electric Co. (GE): 7,777,900 shares
GlaxoSmithKline (GSK): 1,510,500 shares
Home Depot Inc. (HD): 3,700,000 shares
Ingersoll-Rand Co. Ltd. (IR): 7,782,600 shares
Iron Mountain Inc. (IRM): 3,372,200 shares
Kraft Foods Inc. (KFT): 138,272,500 shares
Lowes Companies Inc. (LOW): 6,500,000 shares
M & T Bank Corporation (MTB): 6,715,060 shares
Moody’s (MCO): 48,000,000 shares
NRG Energy, Inc. (NRG): 7,200,000 shares
Nike Inc. (NKE): 7,641,000 shares
Norfolk Southern Corp. (NSC): 1,933,000 shares
Procter & Gamble Co. (PG):
Sanofi Aventis: 3,903,933 shares
Sun Trusts Banks (STI): 3,204,600 shares
Torchmark Corp. (TMK): 2,823,879 shares
USG Corporation (USG): 17,072,192 shares
United Parcel Service Inc. (UPS): 1,429,200 shares
Wabco Holdings Inc. (WBC): 2,700,000 shares
Wal-Mart Stores (WMT): 19,944,300 shares
Washington Post Co. (WPO): 1,727,765 shares
Wellpoint Inc. (WLP): 4,777,300 shares
Wesco Finl Corp. (WSC): 5,703,087 shares