 伯克希尔哈撒韦BRK.B |
| 9.81% | 10.57% | $4,126.4万 | 8.2万股 | $3,813.6万 | 8.0万股 | +2,882股+3.62% | 加仓 |
| TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF |
| 8.51% | 8.22% | $3,577.9万 | 87.1万股 | $2,963.7万 | 83.3万股 | +3.8万股+4.54% | 加仓 |
 POSTPOST |
| 7.13% | 9.02% | $2,997.7万 | 34.0万股 | $3,254.6万 | 32.9万股 | +1.0万股+3.17% | 加仓 |
 亚马逊AMZN |
| 6.51% | 5.73% | $2,737.8万 | 11.5万股 | $2,066.1万 | 9.9万股 | +1.6万股+15.79% | 加仓 |
 谷歌AGOOGL |
| 6.06% | 5.95% | $2,549.4万 | 7.1万股 | $2,147.2万 | 7.5万股 | -3,333股-4.46% | 减仓 |
 Markel Group Inc.MKL |
| 5.48% | 6.05% | $2,303.9万 | 1.2万股 | $2,181.6万 | 1.1万股 | +399股+3.50% | 加仓 |
 HEICOHEI |
| 4.28% | 3.65% | $1,798.8万 | 7.0万股 | $1,318.0万 | 6.2万股 | +7,309股+11.71% | 加仓 |
 DANAHER DEL COMDHR |
| 3.9% | 4.05% | $1,638.9万 | 8.6万股 | $1,461.7万 | 7.7万股 | +8,945股+11.60% | 加仓 |
 TransDigmTDG |
| 3.8% | 4.23% | $1,597.9万 | 1.2万股 | $1,524.6万 | 1.3万股 | -1,159股-8.81% | 减仓 |
 标普全球SPGI |
| 3.21% | 3.53% | $1,351.0万 | 3.3万股 | $1,274.7万 | 3.0万股 | +3,203股+10.69% | 加仓 |
 强生JNJ |
| 2.72% | 2.81% | $1,144.0万 | 4.5万股 | $1,012.7万 | 4.1万股 | +3,616股+8.73% | 加仓 |
 Roper科技ROP |
| 2.51% | 3.17% | $1,055.4万 | 3.1万股 | $1,142.2万 | 3.2万股 | -1,091股-3.38% | 减仓 |
| SSPROTT ASSET MANAGEMENTCEF |
| 1.96% | 2.53% | $824.0万 | 20.5万股 | $912.7万 | 19.1万股 | +1.4万股+7.08% | 加仓 |
 德州仪器TXN |
| 1.9% | 1.26% | $798.6万 | 2.7万股 | $454.0万 | 2.3万股 | +3,408股+14.57% | 加仓 |
 艾伯维ABBV |
| 1.73% | 1.28% | $725.8万 | 2.9万股 | $461.2万 | 2.1万股 | +7,641股+36.04% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 1.65% | 1.75% | $694.9万 | 11.8万股 | $629.7万 | 10.6万股 | +1.2万股+11.42% | 加仓 |
 联合包裹UPSUPS |
| 1.6% | 1.21% | $673.8万 | 6.3万股 | $437.1万 | 4.4万股 | +1.8万股+41.06% | 加仓 |
 AMGEN COMAMGN |
| 1.53% | 1.34% | $642.2万 | 1.8万股 | $483.9万 | 1.4万股 | +3,983股+28.96% | 加仓 |
 宝洁PG |
| 1.44% | 1.22% | $607.1万 | 4.1万股 | $441.0万 | 3.1万股 | +1.1万股+35.59% | 加仓 |
 家得宝HD |
| 1.41% | 1.05% | $592.9万 | 1.7万股 | $380.5万 | 1.2万股 | +5,241股+45.30% | 加仓 |
 百事可乐PEP |
| 1.27% | 1.33% | $535.7万 | 4.0万股 | $479.5万 | 3.1万股 | +8,682股+28.11% | 加仓 |
 博通AVGO |
| 1.26% | 0.99% | $529.7万 | 1.4万股 | $358.6万 | 1.2万股 | +2,438股+21.04% | 加仓 |
 ETSY COMETSY |
| 1.22% | 0.91% | $513.6万 | 6.8万股 | $328.7万 | 6.6万股 | +2,412股+3.67% | 加仓 |
 好事达ALL |
| 1.09% | 0.82% | $459.6万 | 1.9万股 | $296.6万 | 1.4万股 | +5,012股+35.03% | 加仓 |
 摩根大通JPM |
| 1.03% | 0.77% | $433.2万 | 1.3万股 | $278.8万 | 9,479股 | +3,756股+39.62% | 加仓 |
 通用动力GD |
| 0.98% | 0.88% | $412.7万 | 1.2万股 | $316.2万 | 9,213股 | +2,437股+26.45% | 加仓 |
 PRICE T ROWE COMTROW |
| 0.96% | 0.48% | $403.8万 | 3.6万股 | $172.7万 | 1.9万股 | +1.6万股+85.40% | 加仓 |
 洛克希德马丁LMT |
| 0.93% | 0.89% | $389.9万 | 7,654股 | $320.4万 | 5,301股 | +2,353股+44.39% | 加仓 |
 雪佛龙CVX |
| 0.93% | 1.01% | $389.0万 | 2.3万股 | $365.6万 | 1.8万股 | +5,801股+32.83% | 加仓 |
| V先锋领航指数基金VOO |
| 0.91% | 0.34% | $383.2万 | 5,203股 | $121.2万 | 2,100股 | +3,103股+147.76% | 加仓 |
 VAIL RESORTSMTN |
| 0.9% | 0.96% | $377.6万 | 2.8万股 | $345.4万 | 2.7万股 | +816股+3.03% | 加仓 |
| TTOPBUILD CORBLD |
| 0.9% | 1.01% | $377.0万 | 1.1万股 | $363.0万 | 1.0万股 | +300股+2.90% | 加仓 |
| NNVRNVR |
| 0.84% | 0.96% | $352.3万 | 517股 | $344.6万 | 523股 | -6股-1.15% | 减仓 |
 ADPADP |
| 0.82% | — | $345.0万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| F富达·WISE ORIGIN BITCOIN FUNDFBTC |
| 0.79% | 1.07% | $331.4万 | 6.5万股 | $385.1万 | 6.5万股 | -315股-0.48% | 减仓 |
 苹果AAPL |
| 0.68% | 0.7% | $287.7万 | 9,941股 | $251.8万 | 9,920股 | +21股+0.21% | 加仓 |
 芝加哥商品交易所CME |
| 0.61% | — | $257.1万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 TRAVELERS COSTRV |
| 0.6% | 0.5% | $250.8万 | 7,598股 | $179.1万 | 6,142股 | +1,456股+23.71% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.51% | 0.65% | $214.6万 | 3.7万股 | $233.9万 | 4.0万股 | -3,083股-7.72% | 减仓 |
| N新纪元能源NEE |
| 0.45% | 0.42% | $188.7万 | 2.1万股 | $149.8万 | 1.6万股 | +5,368股+33.29% | 加仓 |
 空气化工APD |
| 0.44% | 0.26% | $185.5万 | 6,326股 | $92.5万 | 3,186股 | +3,140股+98.56% | 加仓 |
 麦当劳MCD |
| 0.44% | 0.39% | $185.4万 | 6,860股 | $140.3万 | 4,514股 | +2,346股+51.97% | 加仓 |
 Genuine Parts Co ComGPC |
| 0.44% | 0.17% | $183.9万 | 1.6万股 | $61.2万 | 5,783股 | +9,804股+169.53% | 加仓 |
| DDICKS SPORTING GOODSDKS |
| 0.38% | — | $158.6万 | 6,992股 | $0 | 0股 | +6,992股 | 新买入 |
 GRAYSCALE BITCOIN TRUST ETFGBTC |
| 0.34% | 0.47% | $145.0万 | 3.2万股 | $168.2万 | 3.2万股 | -18股-0.06% | 减仓 |
 微软MSFT |
| 0.33% | 0.38% | $139.2万 | 3,732股 | $135.3万 | 3,655股 | +77股+2.11% | 加仓 |
| F富达·ETHEREUM FDFETH |
| 0.31% | 0.46% | $131.8万 | 8.4万股 | $167.3万 | 8.0万股 | +3,591股+4.48% | 加仓 |
| G通用动力VTI |
| 0.3% | 0.3% | $124.4万 | 3,363股 | $107.9万 | 3,363股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.25% | 0.21% | $103.0万 | 2,757股 | $77.5万 | 2,730股 | +27股+0.99% | 加仓 |
| SSPDR黄金信托GLD |
| 0.23% | 0.32% | $98.3万 | 2,670股 | $114.9万 | 2,670股 | 00.00% | 持仓不变 |
