 伯克希尔哈撒韦BRK.B |
| 8.74% | 9.43% | $2,336.1万 | 4.7万股 | $2,305.0万 | 4.8万股 | -1,414股-2.94% | 减仓 |
 谷歌AGOOGL |
| 3.43% | 3.14% | $916.0万 | 2.6万股 | $766.9万 | 2.7万股 | -1,037股-3.89% | 减仓 |
| IiShares安硕信托SGOV |
| 2.22% | 2.58% | $594.3万 | 5.9万股 | $631.8万 | 6.3万股 | -3,730股-5.94% | 减仓 |
| V先锋领航指数基金VOO |
| 1.8% | 1.68% | $479.7万 | 6,984股 | $410.4万 | 6,868股 | +116股+1.69% | 加仓 |
| V先锋领航债券指数基金BSV |
| 1.74% | 2.23% | $463.8万 | 6.0万股 | $545.3万 | 7.0万股 | -1.0万股-14.40% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.65% | 1.51% | $440.4万 | 1.2万股 | $368.3万 | 1.3万股 | -374股-2.91% | 减仓 |
 ESSENTIAL PPTYS RLTY TREPRT |
| 1.6% | 1.59% | $428.4万 | 13.9万股 | $388.6万 | 12.6万股 | +1.3万股+9.99% | 加仓 |
| V先锋领航·MIDVO |
| 1.56% | 1.48% | $417.7万 | 5.2万股 | $361.4万 | 1.3万股 | +3.9万股+312.05% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 1.53% | 1.5% | $409.4万 | 2.6万股 | $366.9万 | 2.7万股 | -435股-1.64% | 减仓 |
| IiShares安硕信托SHV |
| 1.5% | 1.68% | $400.8万 | 3.6万股 | $411.9万 | 3.7万股 | -997股-2.67% | 减仓 |
| V先锋领航指数基金VB |
| 1.49% | 1.37% | $397.7万 | 1.3万股 | $334.0万 | 1.3万股 | +371股+2.91% | 加仓 |
 Markel Group Inc.MKL |
| 1.4% | 1.52% | $374.8万 | 1,919股 | $370.9万 | 1,938股 | -19股-0.98% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.26% | 1.18% | $337.9万 | 11.7万股 | $288.2万 | 11.5万股 | +1,874股+1.63% | 加仓 |
 Meta平台META |
| 1.21% | 1.28% | $324.1万 | 5,753股 | $312.3万 | 5,458股 | +295股+5.40% | 加仓 |
 微软MSFT |
| 1.1% | 1.02% | $294.5万 | 7,895股 | $250.5万 | 6,766股 | +1,129股+16.69% | 加仓 |
 英伟达NVDA |
| 1.1% | 0.66% | $293.7万 | 1.5万股 | $162.4万 | 9,310股 | +5,366股+57.64% | 加仓 |
 德州仪器TXN |
| 1.03% | 1.02% | $275.7万 | 9,249股 | $250.2万 | 1.3万股 | -3,638股-28.23% | 减仓 |
| Q高通QCOM |
| 0.96% | 0.95% | $257.5万 | 1.4万股 | $231.7万 | 1.8万股 | -4,057股-22.55% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.93% | 0.86% | $249.1万 | 7.2万股 | $211.4万 | 6.9万股 | +2,263股+3.27% | 加仓 |
| I景顺QQQ信托VOO |
| 0.91% | 0.78% | $243.4万 | 3,305股 | $191.3万 | 3,314股 | -9股-0.27% | 减仓 |
| V先锋领航·TOTALBNDX |
| 0.89% | 0.83% | $237.9万 | 4.9万股 | $202.3万 | 4.2万股 | +7,026股+16.69% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.87% | 1% | $232.7万 | 4.0万股 | $243.6万 | 4.2万股 | -1,635股-3.93% | 减仓 |
 百时美施贵宝BMY |
| 0.86% | 1.04% | $229.8万 | 4.0万股 | $253.7万 | 4.2万股 | -1,957股-4.68% | 减仓 |
 美敦力MDT |
| 0.86% | 0.9% | $229.0万 | 2.9万股 | $220.1万 | 2.5万股 | +3,869股+15.23% | 加仓 |
| V先锋领航债券指数基金BIV |
| 0.85% | 0.67% | $226.9万 | 3.0万股 | $164.5万 | 2.1万股 | +8,274股+38.82% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.84% | 0.79% | $225.7万 | 9,538股 | $192.8万 | 8,965股 | +573股+6.39% | 加仓 |
 PRICE T ROWE COMTROW |
| 0.84% | 0.84% | $224.0万 | 2.0万股 | $206.3万 | 2.3万股 | -3,180股-13.89% | 减仓 |
 亚马逊AMZN |
| 0.83% | 0.82% | $222.3万 | 9,329股 | $200.7万 | 9,637股 | -308股-3.20% | 减仓 |
| V先锋领航斯科茨代尔基金VONV |
| 0.83% | 0.8% | $220.7万 | 2.1万股 | $195.3万 | 2.1万股 | -75股-0.36% | 减仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 0.79% | 0.9% | $211.6万 | 4.5万股 | $221.2万 | 4.7万股 | -1,919股-4.07% | 减仓 |
 OLD REP INTLORI |
| 0.76% | 0.68% | $203.4万 | 5.0万股 | $166.4万 | 4.2万股 | +8,015股+19.22% | 加仓 |
 SCHEIN HENRYHSIC |
| 0.75% | 0.76% | $199.1万 | 2.4万股 | $184.7万 | 2.5万股 | -1,228股-4.90% | 减仓 |
 台积电TSM |
| 0.74% | 0.78% | $198.3万 | 4,152股 | $190.5万 | 5,636股 | -1,484股-26.33% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.74% | 0.69% | $198.1万 | 2.4万股 | $167.9万 | 2.2万股 | +1,298股+5.81% | 加仓 |
 百事可乐PEP |
| 0.71% | 0.89% | $189.4万 | 1.4万股 | $216.6万 | 1.4万股 | +37股+0.27% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.71% | 0.8% | $189.0万 | 3.6万股 | $194.7万 | 3.7万股 | -981股-2.65% | 减仓 |
| HHCIHCI |
| 0.69% | 0.67% | $184.6万 | 1.1万股 | $163.1万 | 1.1万股 | -18股-0.17% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.69% | 0.64% | $184.0万 | 3.7万股 | $157.6万 | 3.5万股 | +1,992股+5.77% | 加仓 |
 联合包裹UPSUPS |
| 0.67% | 0.64% | $179.9万 | 1.7万股 | $155.5万 | 1.6万股 | +929股+5.88% | 加仓 |
 CARRIER GLOBALCARR |
| 0.66% | 0.49% | $176.5万 | 2.4万股 | $120.0万 | 2.1万股 | +2,751股+12.91% | 加仓 |
 金佰利KMB |
| 0.66% | 0.51% | $175.4万 | 1.6万股 | $125.1万 | 1.3万股 | +3,008股+23.19% | 加仓 |
| VVANGUARD EMERGINGVWOB |
| 0.65% | 0.46% | $174.9万 | 2.6万股 | $112.8万 | 1.7万股 | +8,838股+51.48% | 加仓 |
 United TherapeuticsUTHR |
| 0.65% | 0.78% | $173.9万 | 3,209股 | $189.8万 | 3,200股 | +9股+0.28% | 加仓 |
 AXOS FINANCIALAX |
| 0.65% | 0.63% | $173.7万 | 1.8万股 | $153.6万 | 1.8万股 | -215股-1.19% | 减仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 0.62% | 0.66% | $165.7万 | 2.2万股 | $161.7万 | 2.2万股 | +19股+0.09% | 加仓 |
 ARCHER DANIELS MIDLAND COMADM |
| 0.61% | 0.64% | $162.1万 | 2.1万股 | $157.6万 | 2.2万股 | -463股-2.14% | 减仓 |
 甲骨文ORCL |
| 0.61% | 0.72% | $162.0万 | 1.1万股 | $176.2万 | 1.2万股 | -924股-7.71% | 减仓 |
 LOWES COS COMLOW |
| 0.61% | 0.48% | $161.9万 | 7,345股 | $117.6万 | 4,978股 | +2,367股+47.55% | 加仓 |
 OTIS WORLDWIDEOTIS |
| 0.6% | 0.55% | $159.2万 | 2.2万股 | $134.6万 | 1.7万股 | +4,768股+27.31% | 加仓 |
 PROGRESSIVEPGR |
| 0.56% | 0.43% | $148.5万 | 6,798股 | $104.6万 | 5,274股 | +1,524股+28.90% | 加仓 |
