| AAlphabet Inc Class CGOOG |
| 15% | 13.25% | $1.48亿 | 41.8万股 | $1.21亿 | 42.1万股 | -3,439股-0.82% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 14.07% | 14.53% | $1.39亿 | 27.7万股 | $1.33亿 | 27.7万股 | +164股+0.06% | 加仓 |
 CNX RESCNX |
| 8.31% | 10.19% | $8,177.7万 | 241.0万股 | $9,298.9万 | 241.2万股 | -2,000股-0.08% | 减仓 |
 苹果AAPL |
| 6.67% | 6.4% | $6,565.4万 | 22.7万股 | $5,839.0万 | 23.0万股 | -3,178股-1.38% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 3.56% | 3.42% | $3,500.0万 | 16.4万股 | $3,123.1万 | 16.3万股 | +1,769股+1.09% | 加仓 |
| V先锋领航指数基金VOO |
| 3.1% | 2.91% | $3,055.2万 | 4.4万股 | $2,657.1万 | 4.4万股 | +17股+0.04% | 加仓 |
 可口可乐KO |
| 2.67% | 2.7% | $2,631.5万 | 32.4万股 | $2,462.4万 | 32.4万股 | +9股+0.00% | 加仓 |
 台积电TSM |
| 2.18% | 1.66% | $2,149.5万 | 4.5万股 | $1,517.7万 | 4.5万股 | +101股+0.22% | 加仓 |
| IiShares安硕·COREIJH |
| 1.96% | 1.72% | $1,933.3万 | 25.1万股 | $1,572.8万 | 23.3万股 | +1.8万股+7.65% | 加仓 |
 AFLAC COMAFL |
| 1.6% | 1.62% | $1,579.9万 | 13.5万股 | $1,478.3万 | 13.5万股 | +2股+0.00% | 加仓 |
 雪佛龙CVX |
| 1.53% | 2.06% | $1,508.9万 | 9.1万股 | $1,882.7万 | 9.1万股 | +38股+0.04% | 加仓 |
 微软MSFT |
| 1.35% | 1.41% | $1,330.1万 | 3.6万股 | $1,288.4万 | 3.5万股 | +851股+2.44% | 加仓 |
 VertivVRT |
| 1.21% | 1% | $1,191.1万 | 3.6万股 | $913.0万 | 3.6万股 | -861股-2.36% | 减仓 |
 FLOWERS FOODSFLO |
| 1.21% | 1.24% | $1,190.4万 | 150.7万股 | $1,135.7万 | 139.4万股 | +11.3万股+8.13% | 加仓 |
 埃克森美孚XOM |
| 1.19% | 1.59% | $1,166.7万 | 8.5万股 | $1,447.7万 | 8.5万股 | +1股+0.00% | 加仓 |
 强生JNJ |
| 1.18% | 1.24% | $1,162.7万 | 4.6万股 | $1,127.5万 | 4.6万股 | -345股-0.75% | 减仓 |
 亚马逊AMZN |
| 0.94% | 0.87% | $923.8万 | 3.9万股 | $789.8万 | 3.8万股 | +838股+2.21% | 加仓 |
| IiShares黄金信托IAU |
| 0.89% | 1.12% | $874.0万 | 11.6万股 | $1,020.4万 | 11.6万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.87% | 0.75% | $854.4万 | 2.4万股 | $688.4万 | 2.4万股 | -32股-0.13% | 减仓 |
 嘉信理财SCHW |
| 0.85% | 0.8% | $833.0万 | 9.0万股 | $726.8万 | 7.7万股 | +1.3万股+16.74% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 0.74% | 0.8% | $732.4万 | 14.4万股 | $730.2万 | 14.3万股 | +358股+0.25% | 加仓 |
 卡特彼勒CAT |
| 0.68% | 0.49% | $667.5万 | 6,269股 | $444.1万 | 6,268股 | +1股+0.02% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.61% | 0.68% | $598.8万 | 10.6万股 | $621.9万 | 11.0万股 | -3,717股-3.39% | 减仓 |
 艾伯维ABBV |
| 0.55% | 0.51% | $539.8万 | 2.1万股 | $466.5万 | 2.1万股 | 00.00% | 持仓不变 |
 VisaV |
| 0.55% | 0.52% | $537.4万 | 1.6万股 | $473.4万 | 1.6万股 | 00.00% | 持仓不变 |
 Markel Group Inc.MKL |
| 0.53% | 0.53% | $524.4万 | 2,685股 | $482.3万 | 2,520股 | +165股+6.55% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.53% | 0.55% | $524.2万 | 7股 | $502.7万 | 7股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.53% | 0.35% | $518.3万 | 3.5万股 | $323.5万 | 2.6万股 | +8,928股+34.31% | 加仓 |
| SSOMNIGROUP INTERNATIONAL COMSGI |
| 0.52% | 0.54% | $514.6万 | 6.6万股 | $496.2万 | 6.7万股 | -1,497股-2.23% | 减仓 |
 VIKING ORD SHSVIK |
| 0.52% | 0.54% | $507.1万 | 4.8万股 | $491.1万 | 6.7万股 | -1.8万股-27.51% | 减仓 |
 Live NationLYV |
| 0.51% | 0.54% | $506.9万 | 2.8万股 | $490.3万 | 3.2万股 | -4,465股-13.89% | 减仓 |
 ITTITT |
| 0.49% | 0.56% | $485.1万 | 2.5万股 | $514.4万 | 2.7万股 | -2,467股-9.14% | 减仓 |
| IiShares白银信托SLV |
| 0.48% | 0.66% | $471.8万 | 8.8万股 | $600.8万 | 8.8万股 | +70股+0.08% | 加仓 |
 艺康ECL |
| 0.44% | 0.47% | $434.5万 | 1.6万股 | $427.3万 | 1.6万股 | -496股-3.10% | 减仓 |
 英伟达NVDA |
| 0.44% | 0.4% | $433.8万 | 2.2万股 | $368.8万 | 2.1万股 | +533股+2.52% | 加仓 |
 马丁玛丽埃塔MLM |
| 0.44% | 0.48% | $431.0万 | 7,474股 | $440.7万 | 7,487股 | -13股-0.17% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.42% | 0.41% | $415.4万 | 8.2万股 | $375.3万 | 7.4万股 | +7,984股+10.77% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.4% | 0.43% | $398.4万 | 7.9万股 | $396.2万 | 7.9万股 | 00.00% | 持仓不变 |
 西屋制动WAB |
| 0.4% | 0.51% | $394.9万 | 1.5万股 | $467.8万 | 1.9万股 | -4,070股-21.74% | 减仓 |
 EMCOREME |
| 0.37% | 0.37% | $366.1万 | 4,411股 | $334.5万 | 4,530股 | -119股-2.63% | 减仓 |
| N纳斯达克NDAQ |
| 0.36% | 0.4% | $358.9万 | 4.6万股 | $361.5万 | 4.3万股 | +2,941股+6.91% | 加仓 |
| EENTEGRISENTG |
| 0.36% | 0.09% | $357.8万 | 2.0万股 | $77.8万 | 6,633股 | +1.3万股+199.94% | 加仓 |
 好市多COST |
| 0.36% | 0.41% | $354.5万 | 3,790股 | $378.0万 | 3,794股 | -4股-0.11% | 减仓 |
 美光科技MU |
| 0.36% | 0.14% | $350.6万 | 3,037股 | $131.2万 | 3,883股 | -846股-21.79% | 减仓 |
 TransDigmTDG |
| 0.35% | — | $347.3万 | 2,607股 | $0 | 0股 | +2,607股 | 新买入 |
 礼来LLY |
| 0.35% | 0.29% | $341.6万 | 2,848股 | $262.0万 | 2,848股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.34% | 0.32% | $338.0万 | 1.4万股 | $294.3万 | 1.4万股 | +601股+4.39% | 加仓 |
 西方石油OXY |
| 0.34% | 0.49% | $333.9万 | 6.9万股 | $446.8万 | 6.9万股 | +3股+0.00% | 加仓 |
 迪尔DE |
| 0.34% | 0.32% | $330.5万 | 5,210股 | $293.3万 | 5,208股 | +2股+0.04% | 加仓 |
 SterisSTE |
| 0.33% | 0.38% | $321.2万 | 1.5万股 | $348.5万 | 1.6万股 | -505股-3.20% | 减仓 |
