 伯克希尔哈撒韦BRK.A |
| 26.26% | <0.01% | $5,346.0万 | 200股 | $544 | 200股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 3.74% | 0.3% | $760.5万 | 2.6万股 | $36.9万 | 1,430股 | +2.4万股+1,691.96% | 加仓 |
 英特尔INTC |
| 3.21% | 5.62% | $654.2万 | 12.7万股 | $679.8万 | 12.6万股 | +1,352股+1.08% | 加仓 |
 微软MSFT |
| 2.77% | 5.01% | $563.5万 | 4.1万股 | $606.7万 | 3.8万股 | +2,061股+5.36% | 加仓 |
| SSPDR FTSE INTL. GOVERNMENT INFLATION-PROTECTED BONDWIP |
| 2.69% | 4.52% | $548.5万 | 10.0万股 | $547.0万 | 11.2万股 | -1.2万股-10.57% | 减仓 |
| BBANK OF AMERBAC |
| 2.68% | 3% | $545.2万 | 18.7万股 | $363.1万 | 17.1万股 | +1.6万股+9.29% | 加仓 |
 默沙东MRK |
| 2.54% | 3.84% | $517.1万 | 6.1万股 | $465.1万 | 6.0万股 | +981股+1.62% | 加仓 |
| V先锋领航·FSTEVWO |
| 2.35% | 3.45% | $478.4万 | 11.9万股 | $418.1万 | 12.5万股 | -5,783股-4.64% | 减仓 |
| IINVESCO EMERGING MARKETSSOVEREIGN DEBT ETFPCY |
| 2.24% | 3.52% | $455.4万 | 15.6万股 | $426.0万 | 17.8万股 | -2.2万股-12.31% | 减仓 |
| T赛默飞世尔TMO |
| 2.09% | 3.09% | $424.9万 | 1.5万股 | $373.6万 | 1.3万股 | +1,412股+10.72% | 加仓 |
 GLOBAL PMTS COMGPN |
| 2.02% | 2.72% | $410.8万 | 2.6万股 | $329.5万 | 2.3万股 | +2,995股+13.11% | 加仓 |
| BBlackstone Mortgage Trust |
| 1.94% | — | $395.5万 | 11.0万股 | $0 | 0股 | +11.0万股 | 新买入 |
 宝洁PG |
| 1.93% | 2.66% | $393.1万 | 3.2万股 | $322.1万 | 2.9万股 | +2,319股+7.92% | 加仓 |
 强生JNJ |
| 1.86% | 3.23% | $378.4万 | 2.9万股 | $390.5万 | 3.0万股 | -538股-1.81% | 减仓 |
 贝莱德·INC COMBLK |
| 1.86% | 3.06% | $377.9万 | 8,479股 | $369.8万 | 8,404股 | +75股+0.89% | 加仓 |
 WP CAREYWPC |
| 1.8% | 1.95% | $365.9万 | 4.1万股 | $236.1万 | 4.1万股 | +230股+0.57% | 加仓 |
 埃森哲ACN |
| 1.76% | 2.46% | $358.9万 | 1.9万股 | $297.3万 | 1.8万股 | +448股+2.46% | 加仓 |
 林德LIN |
| 1.7% | 2.43% | $346.4万 | 1.8万股 | $294.1万 | 1.7万股 | +880股+5.18% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.6% | 2.47% | $325.0万 | 2,666股 | $299.1万 | 2,572股 | +94股+3.65% | 加仓 |
 奎斯特诊断DGX |
| 1.59% | 2.03% | $323.0万 | 3.0万股 | $246.1万 | 3.1万股 | -473股-1.54% | 减仓 |
| AAT&TT |
| 1.55% | 2.02% | $315.1万 | 8.3万股 | $244.3万 | 8.4万股 | -532股-0.63% | 减仓 |
 赛莱默XYL |
| 1.49% | 1.95% | $302.5万 | 3.8万股 | $235.9万 | 3.6万股 | +1,771股+4.89% | 加仓 |
 伊顿ETN |
| 1.48% | 2.18% | $301.1万 | 3.6万股 | $264.3万 | 3.4万股 | +2,185股+6.42% | 加仓 |
 甲骨文ORCL |
| 1.39% | 2.12% | $282.1万 | 5.1万股 | $256.6万 | 5.3万股 | -1,842股-3.47% | 减仓 |
 阿里巴巴BABA |
| 1.35% | 2.63% | $274.1万 | 1.6万股 | $318.8万 | 1.6万股 | -5股-0.03% | 减仓 |
| V先锋领航国际股票指数基金VGK |
| 1.19% | 1.44% | $242.5万 | 4.5万股 | $174.2万 | 4.0万股 | +4,976股+12.36% | 加仓 |
 联合包裹UPSUPS |
| 1.17% | 1.43% | $239.0万 | 2.0万股 | $173.0万 | 1.9万股 | +1,429股+7.72% | 加仓 |
 雪佛龙CVX |
| 1.14% | 1.19% | $232.0万 | 2.0万股 | $143.5万 | 2.0万股 | -245股-1.24% | 减仓 |
 博通AVGO |
| 1.1% | 1.63% | $224.1万 | 8,116股 | $197.0万 | 8,310股 | -194股-2.33% | 减仓 |
 通用汽车GM |
| 1.07% | 0.9% | $218.8万 | 5.8万股 | $109.4万 | 5.3万股 | +5,730股+10.88% | 加仓 |
 星座品牌STZ |
| 1.05% | 1.22% | $213.4万 | 1.0万股 | $147.8万 | 1.0万股 | -15股-0.15% | 减仓 |
 恩智浦NXPI |
| 1.05% | 1.32% | $213.1万 | 2.0万股 | $159.5万 | 1.9万股 | +300股+1.56% | 加仓 |
 黑石集团BX |
| 1.04% | 1.82% | $211.2万 | 4.3万股 | $220.6万 | 4.8万股 | -5,159股-10.66% | 减仓 |
 MOHAWK INDSMHK |
| 1.03% | 0.99% | $209.7万 | 1.7万股 | $119.6万 | 1.6万股 | +1,212股+7.73% | 加仓 |
 谷歌AGOOGL |
| 0.9% | 1.37% | $182.3万 | 1,493股 | $165.3万 | 1,423股 | +70股+4.92% | 加仓 |
 HSBC SPON ADR NEWHSBC |
| 0.88% | 1.62% | $179.5万 | 7.8万股 | $196.1万 | 7.0万股 | +8,045股+11.49% | 加仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.84% | 0.74% | $170.1万 | 3.3万股 | $89.3万 | 2.4万股 | +8,745股+36.48% | 加仓 |
 埃克森美孚XOM |
| 0.81% | 1.01% | $165.0万 | 3.7万股 | $121.9万 | 3.2万股 | +4,558股+14.20% | 加仓 |
 思科CSCO |
| 0.79% | 1.08% | $160.2万 | 3.2万股 | $131.1万 | 3.3万股 | -936股-2.81% | 减仓 |
| SSPDR道富指数基金GXC |
| 0.78% | 1.26% | $158.4万 | 1.8万股 | $151.9万 | 1.7万股 | +911股+5.47% | 加仓 |
 百时美施贵宝BMY |
| 0.57% | 1.47% | $115.1万 | 2.3万股 | $177.7万 | 3.2万股 | -9,167股-28.76% | 减仓 |
| IiShares安硕信托FXI |
| 0.48% | 0.73% | $98.7万 | 2.5万股 | $88.8万 | 2.4万股 | +1,124股+4.75% | 加仓 |
| IiShares安硕信托IVV |
| 0.47% | 0.67% | $95.1万 | 3,186股 | $80.6万 | 3,119股 | +67股+2.15% | 加仓 |
 YUM BRANDS COMYUM |
| 0.41% | 0.42% | $83.9万 | 7,404股 | $50.6万 | 7,384股 | +20股+0.27% | 加仓 |
| MMITSUBISHI UFJ FINANCIAL SPONSORED ADSMUFG |
| 0.41% | — | $83.3万 | 16.4万股 | $0 | 0股 | +16.4万股 | 新买入 |
 苹果AAPL |
| 0.37% | 0.71% | $75.4万 | 3,369股 | $85.8万 | 3,373股 | -4股-0.12% | 减仓 |
 GENERAL MILLS COMGIS |
| 0.36% | 0.58% | $73.9万 | 1.3万股 | $70.7万 | 1.3万股 | 00.00% | 持仓不变 |
| CCelgene Corporation |
| 0.32% | — | $65.8万 | 6,631股 | $0 | 0股 | +6,631股 | 新买入 |
 KINDER MORGAN DEL COMKMI |
| 0.3% | 0.28% | $62.0万 | 3.0万股 | $34.0万 | 2.4万股 | +5,670股+23.23% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.28% | 0.45% | $57.9万 | 7,193股 | $54.1万 | 6,728股 | +465股+6.91% | 加仓 |
