 伯克希尔哈撒韦BRK.A |
| 13.29% | 14.43% | $2,471.2万 | 33股 | $2,369.9万 | 33股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 7.33% | 8.87% | $1,361.6万 | 4.7万股 | $1,456.9万 | 5.7万股 | -1.0万股-18.03% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 5.66% | 5.68% | $1,052.2万 | 3.0万股 | $933.1万 | 3.3万股 | -2,750股-8.45% | 减仓 |
| V先锋领航·SMALLVBR |
| 4.7% | 4.75% | $873.2万 | 3.6万股 | $780.7万 | 3.6万股 | 00.00% | 持仓不变 |
| IiShares安硕信托ICSH |
| 3.77% | 0.12% | $701.3万 | 13.9万股 | $20.1万 | 3,980股 | +13.5万股+3,383.59% | 加仓 |
 微软MSFT |
| 3.68% | 4.25% | $684.5万 | 1.8万股 | $697.8万 | 1.9万股 | -500股-2.65% | 减仓 |
| V先锋领航指数基金VB |
| 2.21% | 2.16% | $410.2万 | 1.4万股 | $354.5万 | 1.4万股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 2.13% | 2.17% | $396.0万 | 5.6万股 | $356.2万 | 5.6万股 | 00.00% | 持仓不变 |
 万事达MA |
| 2.11% | 2.41% | $393.1万 | 7,653股 | $394.9万 | 7,903股 | -250股-3.16% | 减仓 |
| IiShares安硕·COREIJH |
| 2% | 1.99% | $372.4万 | 4.8万股 | $326.1万 | 4.8万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 1.84% | 2.15% | $342.9万 | 6,852股 | $352.5万 | 7,357股 | -505股-6.86% | 减仓 |
| V先锋领航·TOTALBND |
| 1.81% | — | $336.6万 | 4.6万股 | $0 | 0股 | +4.6万股 | 新买入 |
| IiShares安硕·RUSSELLIWF |
| 1.79% | 1.74% | $332.6万 | 2.7万股 | $285.5万 | 6,696股 | +2.0万股+300.00% | 加仓 |
 亚马逊AMZN |
| 1.76% | 1.79% | $327.4万 | 1.4万股 | $293.3万 | 1.4万股 | -350股-2.48% | 减仓 |
 台积电TSM |
| 1.66% | 1.33% | $309.1万 | 6,472股 | $218.7万 | 6,472股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 1.64% | 1.62% | $305.3万 | 4,088股 | $265.9万 | 4,088股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 1.6% | 1.58% | $297.6万 | 1.5万股 | $259.4万 | 1.5万股 | 00.00% | 持仓不变 |
 家得宝HD |
| 1.59% | 1.67% | $294.9万 | 8,362股 | $275.0万 | 8,362股 | 00.00% | 持仓不变 |
| IiShares安硕信托IUSV |
| 1.52% | 1.6% | $282.4万 | 2.6万股 | $262.1万 | 2.6万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 1.48% | 1.61% | $274.7万 | 1.1万股 | $264.4万 | 1.1万股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 1.37% | 1.65% | $255.4万 | 2.9万股 | $270.3万 | 2.9万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 1.35% | 1.25% | $250.4万 | 6,630股 | $205.2万 | 6,630股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 1.31% | 1.33% | $242.9万 | 7,422股 | $218.3万 | 7,422股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 1.19% | 1.22% | $220.8万 | 3.7万股 | $200.0万 | 3.7万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 1.18% | 1.51% | $218.9万 | 1.9万股 | $247.7万 | 2.0万股 | -600股-3.01% | 减仓 |
 谷歌AGOOGL |
| 1.14% | 1.3% | $212.5万 | 5,945股 | $214.1万 | 7,445股 | -1,500股-20.15% | 减仓 |
| IiShares安硕·COREIJR |
| 1.13% | 1.07% | $209.3万 | 1.4万股 | $175.5万 | 1.4万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VV |
| 1.05% | 1.04% | $196.0万 | 5,700股 | $170.3万 | 5,700股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 1.02% | 1.03% | $189.2万 | 6,957股 | $168.8万 | 6,957股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.94% | 1.12% | $175.1万 | 3,108股 | $183.5万 | 3,208股 | -100股-3.12% | 减仓 |
 埃克森美孚XOM |
| 0.93% | 1.3% | $172.0万 | 1.3万股 | $213.4万 | 1.3万股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.87% | 0.31% | $162.2万 | 1.2万股 | $51.3万 | 1.2万股 | 00.00% | 持仓不变 |
 VisaV |
| 0.86% | 0.85% | $159.0万 | 4,634股 | $140.1万 | 4,634股 | 00.00% | 持仓不变 |
 GOLUB CAP BDCGBDC |
| 0.85% | 0.95% | $158.5万 | 12.3万股 | $155.8万 | 12.3万股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.8% | 1.03% | $148.9万 | 1,592股 | $168.6万 | 1,692股 | -100股-5.91% | 减仓 |
 穆迪MCO |
| 0.69% | 0.82% | $128.9万 | 2,845股 | $135.0万 | 3,095股 | -250股-8.08% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.68% | 0.63% | $125.5万 | 4,176股 | $103.6万 | 4,176股 | 00.00% | 持仓不变 |
 TJXTJX |
| 0.66% | 0.79% | $122.6万 | 8,094股 | $129.3万 | 8,094股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 0.66% | 0.68% | $121.8万 | 1.3万股 | $112.0万 | 1.3万股 | 00.00% | 持仓不变 |
| F富兰克林邓普顿ETF信托FLJP |
| 0.65% | 0.67% | $120.4万 | 3.0万股 | $109.6万 | 3.0万股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.6% | 0.64% | $111.6万 | 8,686股 | $104.5万 | 8,686股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.6% | 0.24% | $110.7万 | 1,906股 | $38.8万 | 1,906股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.56% | 0.56% | $104.4万 | 1,484股 | $91.5万 | 1,484股 | 00.00% | 持仓不变 |
 PHILIP MORRIS INTLPM |
| 0.56% | 0.58% | $104.3万 | 5,768股 | $95.4万 | 5,768股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.5% | 0.56% | $93.5万 | 6,377股 | $92.1万 | 6,377股 | 00.00% | 持仓不变 |
| FFASTENAL COMFAST |
| 0.5% | 0.55% | $93.1万 | 1.9万股 | $89.9万 | 1.9万股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.49% | 0.64% | $91.6万 | 3,389股 | $105.3万 | 3,389股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.48% | 0.46% | $89.0万 | 1.6万股 | $76.1万 | 1.6万股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.45% | 0.52% | $83.6万 | 4,405股 | $85.0万 | 4,405股 | 00.00% | 持仓不变 |
 高盛GS |
| 0.44% | 0.42% | $82.2万 | 813股 | $68.8万 | 813股 | 00.00% | 持仓不变 |
