 伯克希尔哈撒韦BRK.B |
| 12.56% | 11.73% | $650.8万 | 2.8万股 | $591.8万 | 2.8万股 | +278股+1.00% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 10.38% | 11.02% | $537.7万 | 8.7万股 | $556.2万 | 9.0万股 | -2,290股-2.56% | 减仓 |
 COMCAST NEW CL ACMCSA |
| 8.46% | 8.06% | $438.4万 | 8.4万股 | $406.6万 | 8.8万股 | -4,220股-4.80% | 减仓 |
| LLiberty Media Corp Srs C Sirius XM |
| 5.1% | 4.49% | $264.0万 | 6.1万股 | $226.6万 | 6.8万股 | -7,816股-11.41% | 减仓 |
 HUNTSMANHUN |
| 4.75% | 4.77% | $246.3万 | 9.8万股 | $240.8万 | 10.8万股 | -1.0万股-9.65% | 减仓 |
| LLiberty Media Corp Srs A Sirius XM |
| 3.55% | 2.84% | $184.0万 | 4.3万股 | $143.3万 | 4.3万股 | -596股-1.38% | 减仓 |
| AALPS ETF信托AMLP |
| 3.33% | 3% | $172.4万 | 6.7万股 | $151.2万 | 7.6万股 | -8,500股-11.23% | 减仓 |
 微软MSFT |
| 3.01% | 3.21% | $156.1万 | 7,020股 | $162.1万 | 7,705股 | -685股-8.89% | 减仓 |
 亚马逊AMZN |
| 2.87% | 2.83% | $148.8万 | 457股 | $142.6万 | 453股 | +4股+0.88% | 加仓 |
| GGRACE W R & CO DEL NEW COM |
| 2.82% | 2.34% | $146.2万 | 2.7万股 | $118.1万 | 2.9万股 | -2,650股-9.04% | 减仓 |
 林德LIN |
| 2.78% | 2.57% | $144.2万 | 5,472股 | $129.6万 | 5,443股 | +29股+0.53% | 加仓 |
 黑石集团BX |
| 2.51% | 1.76% | $129.8万 | 2.0万股 | $88.9万 | 1.7万股 | +3,000股+17.62% | 加仓 |
| V先锋领航债券指数基金BSV |
| 2.35% | 2.42% | $121.9万 | 1.5万股 | $122.1万 | 1.5万股 | 00.00% | 持仓不变 |
| HHOWARD HUGHES CORPHHC* |
| 2.3% | 1.93% | $119.1万 | 1.5万股 | $97.5万 | 1.7万股 | -1,840股-10.87% | 减仓 |
 VertivVRT |
| 2.25% | 2.41% | $116.7万 | 6.2万股 | $121.6万 | 7.0万股 | -7,750股-11.04% | 减仓 |
 马拉松石油MPC |
| 2.24% | 1.67% | $115.8万 | 2.8万股 | $84.4万 | 2.9万股 | -770股-2.68% | 减仓 |
| EEXTENDED STAY AMER INCSTAYUSD |
| 2.13% | 0.74% | $110.2万 | 7.4万股 | $37.5万 | 3.1万股 | +4.3万股+137.31% | 加仓 |
 HCA医疗HCA |
| 2.02% | 1.48% | $104.7万 | 6,369股 | $74.5万 | 5,977股 | +392股+6.56% | 加仓 |
 苹果AAPL |
| 1.82% | 1.36% | $94.5万 | 7,124股 | $68.8万 | 5,944股 | +1,180股+19.85% | 加仓 |
 强生JNJ |
| 1.69% | 1.57% | $87.8万 | 5,578股 | $79.4万 | 5,333股 | +245股+4.59% | 加仓 |
 可口可乐KO |
| 1.63% | 1.6% | $84.4万 | 1.5万股 | $80.7万 | 1.6万股 | -950股-5.81% | 减仓 |
 WSFS FINLWSFS |
| 1.61% | 1.4% | $83.3万 | 1.9万股 | $70.7万 | 2.6万股 | -7,664股-29.22% | 减仓 |
 VisaV |
| 1.6% | 1.55% | $82.9万 | 3,791股 | $78.2万 | 3,909股 | -118股-3.02% | 减仓 |
 通用汽车GM |
| 1.59% | 1.07% | $82.6万 | 2.0万股 | $54.0万 | 1.8万股 | +1,590股+8.72% | 加仓 |
 迪士尼DIS |
| 1.47% | 1.03% | $76.1万 | 4,200股 | $52.1万 | 4,200股 | 00.00% | 持仓不变 |
 VALERO ENERGY COMVLO |
| 1.46% | 0.58% | $75.5万 | 1.3万股 | $29.1万 | 6,710股 | +6,630股+98.81% | 加仓 |
 KINDER MORGAN DEL COMKMI |
| 1.37% | 1.95% | $71.2万 | 5.2万股 | $98.5万 | 8.0万股 | -2.8万股-34.82% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.07% | 1.09% | $55.4万 | 6,650股 | $55.1万 | 6,650股 | 00.00% | 持仓不变 |
 德康医疗DXCM |
| 0.94% | 1.5% | $48.6万 | 1,314股 | $75.6万 | 1,835股 | -521股-28.39% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.74% | 0.67% | $38.5万 | 4,205股 | $34.0万 | 4,205股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.71% | 0.74% | $36.7万 | 4,489股 | $37.2万 | 4,489股 | 00.00% | 持仓不变 |
 Markel Group Inc.MKL |
| 0.66% | 0.64% | $34.4万 | 333股 | $32.4万 | 333股 | 00.00% | 持仓不变 |
 APOLLO GLOBAL MGMT COMAPO |
| 0.64% | 0.6% | $33.3万 | 6,800股 | $30.4万 | 6,800股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.61% | 0.52% | $31.8万 | 2,900股 | $26.1万 | 2,400股 | +500股+20.83% | 加仓 |
 艾伯维ABBV |
| 0.6% | 0.42% | $31.1万 | 2,900股 | $21.0万 | 2,400股 | +500股+20.83% | 加仓 |
 威瑞森VZ |
| 0.59% | 0.61% | $30.6万 | 5,210股 | $31.0万 | 5,210股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.59% | 0.67% | $30.6万 | 1,333股 | $33.9万 | 1,333股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.55% | — | $28.6万 | 766股 | $0 | 0股 | +766股 | 新买入 |
 辉瑞PFE |
| 0.53% | — | $27.3万 | 7,406股 | $0 | 0股 | +7,406股 | 新买入 |
| W沃博联WBA |
| 0.51% | 0.47% | $26.6万 | 6,666股 | $23.9万 | 6,666股 | 00.00% | 持仓不变 |
 星巴克SBUX |
| 0.4% | — | $20.9万 | 1,950股 | $0 | 0股 | +1,950股 | 新买入 |
| IISHARES BROADUSIG |
| 0.4% | 0.41% | $20.9万 | 3,380股 | $20.5万 | 3,380股 | 00.00% | 持仓不变 |
| IiShares安硕信托LQD |
| 0.4% | 0.4% | $20.7万 | 1,500股 | $20.2万 | 1,500股 | 00.00% | 持仓不变 |
 DIGITALBRIDGEDBRG |
| 0.36% | 0.92% | $18.8万 | 19.0万股 | $46.6万 | 48.0万股 | -29.0万股-60.42% | 减仓 |
