 伯克希尔哈撒韦BRK.B |
| 15.53% | 15.76% | $1,408.4万 | 2.9万股 | $1,443.7万 | 2.9万股 | +668股+2.33% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 6.31% | 5.78% | $572.5万 | 3.0万股 | $529.3万 | 2.8万股 | +2,197股+7.95% | 加仓 |
| S道富SPYM |
| 5.51% | 5.47% | $499.5万 | 6.5万股 | $500.8万 | 6.2万股 | +2,841股+4.55% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.57% | 3.66% | $324.2万 | 4,986股 | $335.7万 | 4,922股 | +64股+1.30% | 加仓 |
 第一资本COF |
| 3.46% | 4.57% | $313.7万 | 1.7万股 | $418.5万 | 1.7万股 | -71股-0.41% | 减仓 |
| IiShares安硕·S&PIUSG |
| 2.95% | 3.19% | $267.4万 | 1.7万股 | $292.0万 | 1.7万股 | -147股-0.85% | 减仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 2.88% | 2.96% | $261.1万 | 5,638股 | $270.7万 | 5,633股 | +5股+0.09% | 加仓 |
| IiShares安硕·COREIJH |
| 2.85% | 2.7% | $258.4万 | 3.8万股 | $247.7万 | 3.8万股 | +734股+1.96% | 加仓 |
| PProShares信托NOBL |
| 2.78% | 2.54% | $252.5万 | 2.4万股 | $233.0万 | 2.2万股 | +1,428股+6.38% | 加仓 |
 苹果AAPL |
| 2.74% | 2.82% | $248.8万 | 9,802股 | $258.7万 | 9,514股 | +288股+3.03% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 2.41% | 2.36% | $218.2万 | 8,798股 | $216.4万 | 8,792股 | +6股+0.07% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 2.12% | 2.24% | $192.2万 | 3.4万股 | $205.0万 | 3.6万股 | -1,910股-5.33% | 减仓 |
 亚马逊AMZN |
| 2.03% | 2% | $184.0万 | 8,833股 | $183.2万 | 7,938股 | +895股+11.27% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.97% | 2.25% | $178.3万 | 6,214股 | $205.8万 | 6,558股 | -344股-5.25% | 减仓 |
| IiShares安硕信托DVY |
| 1.8% | 1.62% | $163.2万 | 1.1万股 | $148.0万 | 1.0万股 | +297股+2.83% | 加仓 |
| SSPDR道富系列信托SDY |
| 1.79% | 1.69% | $162.7万 | 1.1万股 | $155.1万 | 1.1万股 | +1股+0.01% | 加仓 |
 摩根大通JPM |
| 1.61% | 1.74% | $145.9万 | 4,960股 | $159.7万 | 4,956股 | +4股+0.08% | 加仓 |
| PProShares信托REGL |
| 1.58% | 1.52% | $143.3万 | 1.7万股 | $139.5万 | 1.7万股 | +24股+0.14% | 加仓 |
| IiShares安硕信托DGRO |
| 1.57% | 1.52% | $142.6万 | 2.0万股 | $139.3万 | 2.0万股 | +254股+1.27% | 加仓 |
| IiShares安硕·COREIJR |
| 1.46% | 1.4% | $132.4万 | 1.1万股 | $128.3万 | 1.1万股 | -22股-0.21% | 减仓 |
 美国电力AEP |
| 1.41% | 1.23% | $127.7万 | 9,741股 | $112.3万 | 9,735股 | +6股+0.06% | 加仓 |
| IiShares安硕信托IUSV |
| 1.4% | 1.33% | $126.5万 | 1.2万股 | $122.1万 | 1.2万股 | +470股+3.95% | 加仓 |
 SOFI TECHNOLOGIES COMSOFI |
| 1.37% | 0.98% | $124.7万 | 7.9万股 | $89.4万 | 3.4万股 | +4.4万股+130.05% | 加仓 |
| IiShares安硕信托IDU |
| 1.19% | 1.16% | $107.6万 | 9,268股 | $105.9万 | 9,770股 | -502股-5.14% | 减仓 |
 ILLINOIS TOOLITW |
| 1.02% | 0.95% | $92.5万 | 3,554股 | $87.5万 | 3,551股 | +3股+0.08% | 加仓 |
 OPERAOPRA |
| 0.96% | 0.47% | $86.7万 | 6.1万股 | $43.5万 | 3.1万股 | +3.0万股+98.03% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.89% | 0.85% | $80.4万 | 5,430股 | $77.9万 | 5,430股 | 00.00% | 持仓不变 |
| C花旗集团C |
| 0.84% | 0.88% | $75.8万 | 6,687股 | $80.7万 | 6,915股 | -228股-3.30% | 减仓 |
| DDEFIANCE LARGE CAP EX-MAG 7 ETFXMAG |
| 0.8% | 0.65% | $72.9万 | 3.3万股 | $59.2万 | 2.6万股 | +6,575股+25.06% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.79% | 0.82% | $71.8万 | 1股 | $75.5万 | 1股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.78% | 0.66% | $71.0万 | 2,906股 | $60.1万 | 2,904股 | +2股+0.07% | 加仓 |
| IiShares安硕信托IMCG |
| 0.71% | 0.72% | $64.2万 | 8,147股 | $66.3万 | 8,309股 | -162股-1.95% | 减仓 |
 Markel Group Inc.MKL |
| 0.7% | 0.8% | $63.9万 | 334股 | $72.9万 | 339股 | -5股-1.47% | 减仓 |
 微软MSFT |
| 0.67% | 0.86% | $60.5万 | 1,634股 | $78.9万 | 1,631股 | +3股+0.18% | 加仓 |
| IiShares安硕信托IOO |
| 0.67% | 0.69% | $60.4万 | 4,992股 | $63.2万 | 4,992股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.64% | 0.69% | $58.3万 | 1,355股 | $62.8万 | 1,585股 | -230股-14.51% | 减仓 |
 艾伯维ABBV |
| 0.62% | 0.65% | $56.3万 | 2,590股 | $59.1万 | 2,586股 | +4股+0.15% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 0.6% | 0.59% | $54.4万 | 2,616股 | $54.5万 | 2,610股 | +6股+0.23% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.58% | 0.64% | $52.8万 | 1,239股 | $58.6万 | 1,239股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.57% | 0.58% | $51.8万 | 1,651股 | $53.3万 | 1,651股 | 00.00% | 持仓不变 |
| S道富XLI |
| 0.51% | 0.48% | $46.0万 | 2,841股 | $44.1万 | 2,841股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.5% | 0.46% | $45.6万 | 5,999股 | $42.3万 | 6,049股 | -50股-0.83% | 减仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 0.5% | 0.23% | $45.6万 | 2.1万股 | $21.0万 | 9,518股 | +1.1万股+118.96% | 加仓 |
 埃克森美孚XOM |
| 0.5% | 0.38% | $45.2万 | 2,664股 | $34.4万 | 2,857股 | -193股-6.76% | 减仓 |
 谷歌AGOOGL |
| 0.48% | 0.5% | $43.9万 | 1,528股 | $45.5万 | 1,453股 | +75股+5.16% | 加仓 |
 AFLAC COMAFL |
| 0.48% | 0.48% | $43.8万 | 3,991股 | $44.0万 | 3,987股 | +4股+0.10% | 加仓 |
| WWISDOMTREE U.S. AI ENHANCED VALUE FUNDAIVL |
| 0.48% | 0.47% | $43.5万 | 3,762股 | $43.3万 | 3,762股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.47% | 0.47% | $42.9万 | 1,495股 | $43.4万 | 1,495股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.44% | 0.47% | $39.7万 | 1,400股 | $43.1万 | 1,398股 | +2股+0.14% | 加仓 |
| SSPDR行业精选信托XLP |
| 0.43% | 0.48% | $39.4万 | 4,802股 | $44.2万 | 5,687股 | -885股-15.56% | 减仓 |
