 伯克希尔哈撒韦BRK.B |
| 23.76% | 24.52% | $8,010.6万 | 16.0万股 | $7,933.7万 | 16.6万股 | -5,475股-3.31% | 减仓 |
 HCA医疗HCA |
| 10.58% | 13.38% | $3,567.7万 | 9.2万股 | $4,330.4万 | 9.2万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 4.34% | 3.95% | $1,464.2万 | 4.0万股 | $1,279.5万 | 4.0万股 | -315股-0.79% | 减仓 |
 美国运通AXP |
| 4.13% | 3.85% | $1,391.5万 | 4.1万股 | $1,246.6万 | 4.1万股 | -75股-0.18% | 减仓 |
 SYSCO COMSYY |
| 3.95% | 3.62% | $1,332.8万 | 15.9万股 | $1,172.0万 | 16.4万股 | -4,841股-2.95% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 3.33% | 4.44% | $1,123.3万 | 15股 | $1,436.3万 | 20股 | -5股-25.00% | 减仓 |
 应用材料AMAT |
| 3.3% | 2.16% | $1,114.1万 | 1.5万股 | $698.1万 | 2.0万股 | -5,015股-24.55% | 减仓 |
 TECHNIPFMC COMFTI |
| 2.96% | 3.28% | $999.5万 | 15.1万股 | $1,062.1万 | 15.4万股 | -2,880股-1.87% | 减仓 |
 谷歌AGOOGL |
| 2.72% | 2.31% | $916.8万 | 2.6万股 | $746.6万 | 2.6万股 | -310股-1.19% | 减仓 |
 高盛GS |
| 2.19% | 2.08% | $739.7万 | 7,314股 | $672.1万 | 7,944股 | -630股-7.93% | 减仓 |
| B纽约梅隆银行BK |
| 1.96% | 2.14% | $661.4万 | 4.6万股 | $692.2万 | 5.8万股 | -1.3万股-21.62% | 减仓 |
 微软MSFT |
| 1.93% | 1.99% | $649.2万 | 1.7万股 | $644.3万 | 1.7万股 | 00.00% | 持仓不变 |
| RROBERT HALFRHI |
| 1.4% | 1.2% | $470.9万 | 15.3万股 | $389.7万 | 15.3万股 | -50股-0.03% | 减仓 |
 沃尔玛WMT |
| 1.38% | 1.59% | $463.8万 | 4.1万股 | $514.1万 | 4.1万股 | -416股-1.01% | 减仓 |
| CCBRE CL ACBRE |
| 1.37% | 1.45% | $462.9万 | 3.4万股 | $469.0万 | 3.5万股 | -260股-0.75% | 减仓 |
 迪士尼DIS |
| 1.3% | 1.29% | $439.7万 | 4.6万股 | $415.9万 | 4.3万股 | +2,531股+5.87% | 加仓 |
 PULTEPHM |
| 1.3% | 1.17% | $438.3万 | 3.2万股 | $378.6万 | 3.2万股 | -250股-0.78% | 减仓 |
| AAPTIVAPTV |
| 1.14% | 1.17% | $383.5万 | 6.2万股 | $380.2万 | 5.5万股 | +7,730股+14.12% | 加仓 |
 WELLS FARGO NEWWFC |
| 1.1% | 1.1% | $369.4万 | 4.5万股 | $355.9万 | 4.5万股 | 00.00% | 持仓不变 |
 CDWCDW |
| 1.08% | 0.99% | $362.9万 | 2.6万股 | $321.1万 | 2.7万股 | -730股-2.75% | 减仓 |
 苹果AAPL |
| 1.04% | 0.95% | $349.2万 | 1.2万股 | $306.2万 | 1.2万股 | +1股+0.01% | 加仓 |
 联合健康UNH |
| 0.92% | 0.63% | $309.9万 | 7,455股 | $203.3万 | 7,515股 | -60股-0.80% | 减仓 |
| O宏盟集团OMC |
| 0.88% | 0.9% | $297.9万 | 4.1万股 | $291.5万 | 3.9万股 | +2,200股+5.68% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.8% | 0.71% | $271.0万 | 4.6万股 | $229.1万 | 3.8万股 | +7,470股+19.41% | 加仓 |
 THOR INDSTHO |
| 0.79% | 0.54% | $266.8万 | 3.5万股 | $173.8万 | 2.2万股 | +1.4万股+63.17% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.79% | 0.75% | $264.7万 | 1.5万股 | $242.1万 | 1.5万股 | -10股-0.07% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.78% | 0.73% | $264.7万 | 1.1万股 | $237.7万 | 1.1万股 | -50股-0.46% | 减仓 |
| AAGCOAGCO |
| 0.78% | 0.78% | $261.4万 | 2.2万股 | $252.1万 | 2.2万股 | +80股+0.37% | 加仓 |
 雷神技术RTX |
| 0.77% | 0.82% | $260.7万 | 1.4万股 | $265.1万 | 1.4万股 | 00.00% | 持仓不变 |
 艺康ECL |
| 0.75% | 0.75% | $253.7万 | 9,060股 | $243.1万 | 9,110股 | -50股-0.55% | 减仓 |
 CARLISLE COSCSL |
| 0.69% | 0.59% | $232.9万 | 6,420股 | $192.0万 | 5,755股 | +665股+11.56% | 加仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 0.66% | 0.72% | $223.9万 | 1.1万股 | $234.2万 | 1.1万股 | -100股-0.89% | 减仓 |
 百时美施贵宝BMY |
| 0.64% | 0.7% | $216.7万 | 3.8万股 | $227.6万 | 3.8万股 | +89股+0.24% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.6% | 0.65% | $202.7万 | 3.5万股 | $209.9万 | 3.6万股 | -1,020股-2.84% | 减仓 |
| CCRAWFORD &CRD/B |
| 0.54% | 0.55% | $183.6万 | 17.6万股 | $178.5万 | 17.6万股 | 00.00% | 持仓不变 |
 GALLAGHER ARTHUR J & COMAJG |
| 0.54% | — | $182.7万 | 7,960股 | $0 | 0股 | +7,960股 | 新买入 |
 CHUBB LIMITEDCB |
| 0.54% | 0.54% | $180.9万 | 5,310股 | $175.0万 | 5,370股 | -60股-1.12% | 减仓 |
| MMARRIOTT VACATIONS WORLDWIDEVAC |
| 0.52% | 0.35% | $175.8万 | 1.7万股 | $113.0万 | 1.7万股 | -100股-0.58% | 减仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.51% | — | $170.4万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 AMERICAN INTL COM NEWAIG |
| 0.5% | 0.53% | $168.1万 | 2.3万股 | $171.4万 | 2.3万股 | -220股-0.97% | 减仓 |
 ENVISTANVST |
| 0.46% | 0.46% | $154.6万 | 5.9万股 | $148.9万 | 5.9万股 | 00.00% | 持仓不变 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.41% | 0.44% | $137.7万 | 1.4万股 | $143.0万 | 1.4万股 | -560股-3.94% | 减仓 |
| CCRAWFORD & CO CL ACRD/A |
| 0.4% | 0.37% | $134.4万 | 11.9万股 | $120.7万 | 12.1万股 | -1,800股-1.49% | 减仓 |
| BBANK OF AMERBAC |
| 0.4% | 0.35% | $134.1万 | 2.4万股 | $114.8万 | 2.4万股 | 00.00% | 持仓不变 |
 CANNAECNNE |
| 0.36% | 0.3% | $121.2万 | 8.4万股 | $96.3万 | 8.5万股 | -520股-0.61% | 减仓 |
| AAMCORAMCR |
| 0.33% | 0.32% | $111.9万 | 2.6万股 | $102.6万 | 2.6万股 | 00.00% | 持仓不变 |
 NORFOLK SOUTHN COMNSC |
| 0.33% | 0.31% | $111.6万 | 3,546股 | $101.8万 | 3,546股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.32% | 0.28% | $108.5万 | 1.3万股 | $91.7万 | 2,100股 | +1.1万股+500.00% | 加仓 |
| IiShares安硕信托IEFA |
| 0.32% | 0.31% | $107.9万 | 1.1万股 | $99.0万 | 1.1万股 | +236股+2.16% | 加仓 |
| V先锋领航指数基金VB |
| 0.32% | 0.29% | $107.8万 | 3,556股 | $93.4万 | 3,566股 | -10股-0.28% | 减仓 |
