 伯克希尔哈撒韦BRK.B |
| 7.71% | 7.58% | $4.91亿 | 98.0万股 | $4.68亿 | 97.7万股 | +3,710股+0.38% | 加仓 |
 苹果AAPL |
| 4.6% | 4.01% | $2.93亿 | 101.1万股 | $2.47亿 | 97.5万股 | +3.7万股+3.76% | 加仓 |
| VVanEck Russia ETFBBH |
| 4.32% | 4.19% | $2.75亿 | 264.7万股 | $2.59亿 | 267.5万股 | -2.8万股-1.04% | 减仓 |
| IiShares安硕·COREIJR |
| 3.77% | 3.16% | $2.40亿 | 161.8万股 | $1.95亿 | 156.8万股 | +5.0万股+3.18% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 3.11% | 2.52% | $1.98亿 | 55.9万股 | $1.56亿 | 54.3万股 | +1.6万股+2.99% | 加仓 |
| IiShares安硕信托IVV |
| 2.91% | 2.58% | $1.85亿 | 24.7万股 | $1.59亿 | 24.4万股 | +3,219股+1.32% | 加仓 |
| IiShares安硕信托ITOT |
| 2.78% | 2.43% | $1.77亿 | 107.7万股 | $1.50亿 | 105.5万股 | +2.2万股+2.08% | 加仓 |
| V先锋领航指数基金VOO |
| 2.37% | 2.01% | $1.51亿 | 21.9万股 | $1.24亿 | 20.8万股 | +1.1万股+5.50% | 加仓 |
 谷歌AGOOGL |
| 2.06% | 1.74% | $1.31亿 | 36.8万股 | $1.07亿 | 37.3万股 | -4,939股-1.33% | 减仓 |
 微软MSFT |
| 1.84% | 2.74% | $1.17亿 | 31.4万股 | $1.69亿 | 45.7万股 | -14.2万股-31.19% | 减仓 |
 摩根大通JPM |
| 1.62% | 1.49% | $1.03亿 | 31.5万股 | $9,176.8万 | 31.2万股 | +2,563股+0.82% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.54% | 1.37% | $9,785.7万 | 13.1万股 | $8,440.4万 | 13.0万股 | +1,244股+0.96% | 加仓 |
 亚马逊AMZN |
| 1.54% | 1.38% | $9,775.7万 | 41.0万股 | $8,493.8万 | 40.8万股 | +2,330股+0.57% | 加仓 |
| IiShares安硕·COREIJH |
| 1.5% | 2.26% | $9,560.6万 | 124.0万股 | $1.39亿 | 206.4万股 | -82.4万股-39.93% | 减仓 |
 卡特彼勒CAT |
| 1.49% | 1.03% | $9,508.7万 | 8.9万股 | $6,371.9万 | 9.0万股 | -649股-0.72% | 减仓 |
| V先锋领航STAR基金VXUS |
| 1.48% | 1.21% | $9,398.3万 | 109.9万股 | $7,500.0万 | 97.3万股 | +12.7万股+13.03% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.38% | 1.22% | $8,760.0万 | 70.5万股 | $7,537.6万 | 17.7万股 | +52.9万股+299.12% | 加仓 |
| V先锋领航白厅基金VYM |
| 1.38% | 1.32% | $8,755.3万 | 55.4万股 | $8,181.9万 | 55.2万股 | +1,580股+0.29% | 加仓 |
| IINVESTMENT MANAGERS SER TR IFPAG |
| 1.35% | 2.56% | $8,605.9万 | 214.4万股 | $1.58亿 | 436.4万股 | -222.0万股-50.87% | 减仓 |
| IiShares安硕信托SGOV |
| 1.23% | 1.13% | $7,842.5万 | 77.9万股 | $6,954.5万 | 69.1万股 | +8.8万股+12.76% | 加仓 |
| SSPDR黄金信托GLD |
| 1.13% | 1.41% | $7,215.9万 | 19.6万股 | $8,727.9万 | 20.3万股 | -6,956股-3.43% | 减仓 |
| PPROFESIONALLY MANAGED PORTFOAKRE |
| 1.13% | 0.68% | $7,166.6万 | 134.7万股 | $4,214.2万 | 79.7万股 | +55.0万股+68.97% | 加仓 |
| TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF |
| 1.02% | 0.88% | $6,484.4万 | 157.8万股 | $5,441.6万 | 152.9万股 | +4.9万股+3.19% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.96% | 1.77% | $6,100.7万 | 55.3万股 | $1.09亿 | 112.6万股 | -57.3万股-50.89% | 减仓 |
 博通AVGO |
| 0.89% | 0.8% | $5,692.3万 | 15.1万股 | $4,952.5万 | 16.0万股 | -9,329股-5.83% | 减仓 |
 雷神技术RTX |
| 0.86% | 0.9% | $5,505.5万 | 29.0万股 | $5,572.7万 | 28.9万股 | +1,282股+0.44% | 加仓 |
| V先锋领航指数基金VUG |
| 0.84% | 0.7% | $5,361.3万 | 62.2万股 | $4,298.8万 | 9.8万股 | +52.4万股+532.61% | 加仓 |
| FFIRST EAGLE GLOBAL EQUITY ETFFEGE |
| 0.82% | 0.7% | $5,209.3万 | 106.5万股 | $4,314.5万 | 91.8万股 | +14.7万股+16.00% | 加仓 |
| IiShares安硕信托IWD |
| 0.75% | 0.72% | $4,764.1万 | 19.7万股 | $4,429.3万 | 20.7万股 | -1.1万股-5.20% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.74% | 0.69% | $4,725.4万 | 66.3万股 | $4,252.7万 | 66.4万股 | -433股-0.07% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.73% | 0.69% | $4,673.3万 | 19.8万股 | $4,235.7万 | 19.7万股 | +551股+0.28% | 加仓 |
| BBANK OF AMERBAC |
| 0.73% | 0.65% | $4,638.1万 | 81.4万股 | $4,007.6万 | 82.2万股 | -8,074股-0.98% | 减仓 |
| V先锋领航指数基金VTV |
| 0.72% | 0.66% | $4,611.1万 | 21.2万股 | $4,082.4万 | 20.8万股 | +3,515股+1.69% | 加仓 |
| T赛默飞世尔TMO |
| 0.72% | 0.72% | $4,603.0万 | 9.2万股 | $4,442.6万 | 9.0万股 | +1,426股+1.58% | 加仓 |
| IiShares安硕信托IEFA |
| 0.69% | 0.64% | $4,379.9万 | 45.3万股 | $3,979.9万 | 44.0万股 | +1.4万股+3.15% | 加仓 |
 联邦快递FDX |
| 0.65% | 0.76% | $4,162.9万 | 13.3万股 | $4,720.1万 | 13.3万股 | +426股+0.32% | 加仓 |
 好市多COST |
| 0.65% | 0.7% | $4,147.7万 | 4.4万股 | $4,314.8万 | 4.3万股 | +1,036股+2.39% | 加仓 |
 艾伯维ABBV |
| 0.63% | 0.56% | $4,001.2万 | 15.9万股 | $3,448.0万 | 15.9万股 | +459股+0.29% | 加仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 0.62% | 0.51% | $3,973.8万 | 14.5万股 | $3,133.3万 | 13.3万股 | +1.3万股+9.54% | 加仓 |
| IiShares安硕信托AOR |
| 0.62% | 0.59% | $3,931.9万 | 56.6万股 | $3,623.6万 | 56.3万股 | +2,633股+0.47% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.6% | 1.14% | $3,811.1万 | 36.7万股 | $7,033.7万 | 72.4万股 | -35.7万股-49.34% | 减仓 |
 LOWES COS COMLOW |
| 0.59% | 0.64% | $3,726.7万 | 16.9万股 | $3,961.5万 | 16.8万股 | +1,358股+0.81% | 加仓 |
 联合太平洋铁路UNP |
| 0.58% | 0.53% | $3,660.2万 | 13.5万股 | $3,259.9万 | 13.4万股 | +207股+0.15% | 加仓 |
 康宁GLW |
| 0.57% | 0.31% | $3,611.4万 | 14.1万股 | $1,923.0万 | 14.1万股 | -41股-0.03% | 减仓 |
 雪佛龙CVX |
| 0.52% | 0.67% | $3,299.2万 | 19.9万股 | $4,147.8万 | 20.0万股 | -1,437股-0.72% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.52% | 0.46% | $3,282.8万 | 20.9万股 | $2,848.3万 | 20.6万股 | +3,238股+1.57% | 加仓 |
 林德LIN |
| 0.5% | 0.5% | $3,205.4万 | 6.2万股 | $3,058.1万 | 6.2万股 | +82股+0.13% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.5% | 0.48% | $3,193.4万 | 40.4万股 | $2,984.5万 | 37.6万股 | +2.8万股+7.32% | 加仓 |
 VisaV |
| 0.48% | 0.43% | $3,055.1万 | 8.9万股 | $2,662.0万 | 8.8万股 | +967股+1.10% | 加仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 0.48% | 0.51% | $3,043.6万 | 15.1万股 | $3,146.6万 | 15.1万股 | +419股+0.28% | 加仓 |
