| G高盛ETF信托GBIL |
| 13.71% | 25.95% | $8,633.4万 | 86.2万股 | $1.66亿 | 165.4万股 | -79.2万股-47.88% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 11.6% | 10.6% | $7,308.2万 | 14.6万股 | $6,766.0万 | 14.1万股 | +4,858股+3.44% | 加仓 |
 LoewsL |
| 8.11% | 7.58% | $5,109.2万 | 45.1万股 | $4,842.1万 | 45.4万股 | -2,334股-0.51% | 减仓 |
 FRANCO NEVFNV |
| 7.14% | 8.29% | $4,497.5万 | 21.6万股 | $5,292.0万 | 21.4万股 | +1,560股+0.73% | 加仓 |
| UUNILEVER SPON ADR NEWUL |
| 6.78% | 5.06% | $4,271.0万 | 71.0万股 | $3,232.5万 | 56.7万股 | +14.3万股+25.20% | 加仓 |
 美敦力MDT |
| 5.21% | 4.14% | $3,279.6万 | 41.9万股 | $2,643.0万 | 30.5万股 | +11.4万股+37.44% | 加仓 |
 威瑞森VZ |
| 4.96% | 4.6% | $3,121.6万 | 73.7万股 | $2,937.8万 | 58.5万股 | +15.2万股+25.98% | 加仓 |
 ONEOKOKE |
| 4.9% | 5.04% | $3,083.7万 | 35.5万股 | $3,217.8万 | 35.6万股 | -1,300股-0.37% | 减仓 |
 RAYONIERRYN |
| 4.37% | — | $2,750.4万 | 129.3万股 | $0 | 0股 | +129.3万股 | 新买入 |
 EOG资源EOG |
| 4.21% | 4.15% | $2,653.9万 | 20.5万股 | $2,652.2万 | 18.3万股 | +2.1万股+11.51% | 加仓 |
 哈勃HUBB |
| 4.02% | 1.77% | $2,533.2万 | 4.8万股 | $1,127.2万 | 2.3万股 | +2.5万股+110.80% | 加仓 |
 空气化工APD |
| 3.37% | 1.63% | $2,119.8万 | 7.2万股 | $1,040.7万 | 3.6万股 | +3.6万股+101.82% | 加仓 |
 TRAVELERS COSTRV |
| 3.26% | 3.1% | $2,053.7万 | 6.2万股 | $1,979.3万 | 6.8万股 | -5,645股-8.32% | 减仓 |
| N新纪元能源NEE |
| 3.22% | — | $2,026.2万 | 23.1万股 | $0 | 0股 | +23.1万股 | 新买入 |
 IDEXIEX |
| 3.18% | 2.62% | $2,000.7万 | 8.8万股 | $1,670.4万 | 8.8万股 | +34股+0.04% | 加仓 |
 艾默生电气EMR |
| 2.77% | 2.54% | $1,746.0万 | 12.2万股 | $1,623.1万 | 12.4万股 | -1,910股-1.54% | 减仓 |
 阿格尼科鹰矿AEM |
| 2.75% | 4.48% | $1,730.4万 | 11.2万股 | $2,862.0万 | 14.1万股 | -2.9万股-20.89% | 减仓 |
 霍尼韦尔HON |
| 1.98% | 3.56% | $1,249.6万 | 5.4万股 | $2,271.7万 | 10.1万股 | -4.7万股-46.46% | 减仓 |
| UUNIFIED SER TR ABSLUTE SELCT VLABEQ |
| 1.77% | 1.82% | $1,116.3万 | 30.0万股 | $1,159.2万 | 30.7万股 | -6,995股-2.28% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 1.62% | — | $1,020.0万 | 4.6万股 | $0 | 0股 | +4.6万股 | 新买入 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.36% | 0.38% | $226.0万 | 2.8万股 | $239.7万 | 2.9万股 | -1,515股-5.22% | 减仓 |
| SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS |
| 0.3% | 0.36% | $187.9万 | 6.2万股 | $230.0万 | 6.5万股 | -2,625股-4.04% | 减仓 |
| SSPROTT ASSET MANAGEMENTCEF |
| 0.27% | 0.32% | $167.2万 | 4.2万股 | $204.7万 | 4.3万股 | -1,335股-3.11% | 减仓 |
| AADAMS NATURALPEO |
| 0.15% | 0.17% | $91.8万 | 3.7万股 | $107.6万 | 3.9万股 | -1,560股-4.03% | 减仓 |
