 伯克希尔哈撒韦BRK.B |
| 15.2% | 16% | $1.18亿 | 23.6万股 | $1.13亿 | 23.6万股 | -148股-0.06% | 减仓 |
| G通用动力VTI |
| 11.57% | 10.89% | $8,990.5万 | 24.3万股 | $7,704.6万 | 24.0万股 | +2,799股+1.17% | 加仓 |
| SSPDR道富系列信托BIL |
| 6.58% | 6.8% | $5,109.9万 | 55.8万股 | $4,811.4万 | 52.5万股 | +3.3万股+6.20% | 加仓 |
 苹果AAPL |
| 5.57% | 5.38% | $4,331.0万 | 15.0万股 | $3,808.5万 | 15.0万股 | -389股-0.26% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.8% | 4.31% | $3,726.2万 | 10.5万股 | $3,045.9万 | 10.6万股 | -720股-0.68% | 减仓 |
 谷歌AGOOGL |
| 3.33% | 2.96% | $2,587.6万 | 7.2万股 | $2,097.0万 | 7.3万股 | -515股-0.71% | 减仓 |
| V先锋领航指数基金VOO |
| 3.01% | 2.89% | $2,340.7万 | 3.4万股 | $2,043.6万 | 3.4万股 | -118股-0.35% | 减仓 |
 亚马逊AMZN |
| 2.68% | 2.56% | $2,080.8万 | 8.7万股 | $1,813.4万 | 8.7万股 | +235股+0.27% | 加仓 |
 好市多COST |
| 2.62% | 3.07% | $2,034.5万 | 2.2万股 | $2,173.7万 | 2.2万股 | -67股-0.31% | 减仓 |
 Meta平台META |
| 1.77% | 1.99% | $1,377.6万 | 2.4万股 | $1,404.5万 | 2.5万股 | -92股-0.37% | 减仓 |
| V先锋领航指数基金VTV |
| 1.73% | 1.58% | $1,347.6万 | 6.2万股 | $1,119.6万 | 5.7万股 | +4,772股+8.36% | 加仓 |
| IiShares安硕信托IBDR |
| 1.72% | 1.84% | $1,332.9万 | 55.0万股 | $1,300.1万 | 53.6万股 | +1.4万股+2.57% | 加仓 |
 iShares安硕·MBSACGL |
| 1.69% | 1.78% | $1,312.8万 | 13.5万股 | $1,259.2万 | 13.1万股 | +4,073股+3.10% | 加仓 |
| V先锋领航STAR基金VXUS |
| 1.65% | 1.55% | $1,280.8万 | 15.0万股 | $1,094.1万 | 14.2万股 | +7,933股+5.59% | 加仓 |
| IiShares安硕信托IBDS |
| 1.62% | 1.66% | $1,256.5万 | 51.9万股 | $1,171.0万 | 48.3万股 | +3.6万股+7.38% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.38% | 1.36% | $1,073.4万 | 4.5万股 | $958.8万 | 4.5万股 | +779股+1.75% | 加仓 |
 强生JNJ |
| 1.35% | 1.43% | $1,050.7万 | 4.1万股 | $1,014.2万 | 4.1万股 | -123股-0.30% | 减仓 |
| IiShares安硕信托IBDT |
| 1.28% | 1.27% | $991.0万 | 39.2万股 | $896.9万 | 35.4万股 | +3.8万股+10.84% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.16% | 1.09% | $897.9万 | 7.2万股 | $769.3万 | 1.8万股 | +5.4万股+300.78% | 加仓 |
| V先锋领航指数基金VUG |
| 1.14% | 1.06% | $882.4万 | 10.2万股 | $746.7万 | 1.7万股 | +8.5万股+499.16% | 加仓 |
| IiShares安硕信托IBTH |
| 1% | 1.03% | $777.6万 | 34.8万股 | $725.6万 | 32.3万股 | +2.4万股+7.45% | 加仓 |
| IiShares安硕信托IBTI |
| 0.99% | 1.02% | $771.9万 | 34.9万股 | $720.4万 | 32.3万股 | +2.5万股+7.84% | 加仓 |
 美国运通AXP |
| 0.94% | 0.92% | $733.8万 | 2.2万股 | $653.0万 | 2.2万股 | +106股+0.49% | 加仓 |
 Markel Group Inc.MKL |
| 0.93% | 0.84% | $726.1万 | 3,718股 | $593.4万 | 3,100股 | +618股+19.94% | 加仓 |
 艺康ECL |
| 0.81% | 0.87% | $629.0万 | 2.3万股 | $615.3万 | 2.3万股 | -555股-2.40% | 减仓 |
 沃尔玛WMT |
| 0.79% | 0.96% | $611.2万 | 5.4万股 | $677.8万 | 5.5万股 | -572股-1.05% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.78% | 0.76% | $607.8万 | 3.9万股 | $537.2万 | 3.9万股 | -110股-0.28% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.77% | 0.81% | $599.1万 | 8股 | $574.5万 | 8股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.74% | 0.7% | $575.7万 | 2.3万股 | $497.5万 | 2.3万股 | 00.00% | 持仓不变 |
 BroadridgeBR |
| 0.73% | 0.8% | $564.6万 | 4.1万股 | $565.3万 | 3.5万股 | +6,438股+18.51% | 加仓 |
 BOOKING COMBKNG |
| 0.72% | 0.77% | $561.7万 | 3.2万股 | $542.4万 | 1,288股 | +3.0万股+2,346.66% | 加仓 |
 星巴克SBUX |
| 0.69% | 0.69% | $533.8万 | 5.2万股 | $490.8万 | 5.5万股 | -2,541股-4.64% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.63% | 0.61% | $486.5万 | 5.8万股 | $428.5万 | 5.7万股 | +1,034股+1.81% | 加仓 |
 VisaV |
| 0.62% | 0.58% | $480.1万 | 1.4万股 | $409.3万 | 1.4万股 | +452股+3.34% | 加仓 |
 微软MSFT |
| 0.58% | 0.63% | $453.5万 | 1.2万股 | $448.7万 | 1.2万股 | +37股+0.31% | 加仓 |
| S嘉信策略信托SCHD |
| 0.55% | 0.58% | $424.2万 | 13.4万股 | $408.7万 | 13.3万股 | +575股+0.43% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.54% | 0.51% | $416.2万 | 5,574股 | $362.5万 | 5,574股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 0.5% | 0.49% | $390.6万 | 1.4万股 | $348.4万 | 1.4万股 | +1股+0.01% | 加仓 |
| IiShares安硕信托IBTJ |
| 0.48% | 0.42% | $370.2万 | 17.1万股 | $296.7万 | 13.6万股 | +3.5万股+25.86% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.44% | 0.45% | $340.4万 | 2.2万股 | $317.9万 | 2.1万股 | +70股+0.33% | 加仓 |
 ADPADP |
| 0.41% | 0.42% | $318.0万 | 1.4万股 | $294.3万 | 1.4万股 | -282股-1.95% | 减仓 |
 默沙东MRK |
| 0.4% | 0.41% | $311.0万 | 2.4万股 | $291.7万 | 2.4万股 | -44股-0.18% | 减仓 |
 迪士尼DIS |
| 0.37% | 0.41% | $285.8万 | 3.0万股 | $292.9万 | 3.0万股 | -697股-2.29% | 减仓 |
 可口可乐KO |
| 0.35% | 0.37% | $274.3万 | 3.4万股 | $259.5万 | 3.4万股 | -367股-1.08% | 减仓 |
 摩根大通JPM |
| 0.33% | 0.33% | $258.3万 | 7,890股 | $233.6万 | 7,940股 | -50股-0.63% | 减仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 0.32% | 0.32% | $248.3万 | 10.7万股 | $223.4万 | 9.6万股 | +1.1万股+11.62% | 加仓 |
 英伟达NVDA |
| 0.3% | 0.26% | $233.0万 | 1.2万股 | $186.5万 | 1.1万股 | +953股+8.91% | 加仓 |
 百事可乐PEP |
| 0.29% | 0.38% | $228.2万 | 1.7万股 | $267.5万 | 1.7万股 | -372股-2.16% | 减仓 |
 家得宝HD |
| 0.29% | 0.29% | $222.9万 | 6,320股 | $207.9万 | 6,320股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.28% | 0.24% | $215.8万 | 2,026股 | $167.9万 | 2,370股 | -344股-14.51% | 减仓 |
