 伯克希尔哈撒韦BRK.A |
| 51.57% | 53.73% | $1.56亿 | 208股 | $1.49亿 | 208股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 4.5% | 4.3% | $1,359.6万 | 4.7万股 | $1,195.2万 | 4.7万股 | -108股-0.23% | 减仓 |
| IiShares安硕信托ITOT |
| 3.55% | 3.1% | $1,072.8万 | 6.5万股 | $861.3万 | 6.0万股 | +4,837股+8.00% | 加仓 |
 强生JNJ |
| 3.12% | 3.26% | $941.0万 | 3.7万股 | $906.5万 | 3.7万股 | -35股-0.09% | 减仓 |
| IiShares安硕信托IVV |
| 2.89% | 2.77% | $873.7万 | 1.2万股 | $770.3万 | 1.2万股 | -127股-1.08% | 减仓 |
 亚马逊AMZN |
| 1.86% | 1.76% | $561.5万 | 2.4万股 | $490.1万 | 2.4万股 | +25股+0.11% | 加仓 |
 应用材料AMAT |
| 1.75% | 0.9% | $527.1万 | 7,290股 | $249.2万 | 7,290股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 1.64% | 1.73% | $496.1万 | 9,914股 | $481.3万 | 1.0万股 | -129股-1.28% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 1.37% | 0.56% | $412.8万 | 9.1万股 | $155.1万 | 3.4万股 | +5.7万股+166.88% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.28% | 1.21% | $386.7万 | 5,179股 | $337.4万 | 5,189股 | -10股-0.19% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 1.17% | 0.92% | $353.7万 | 1.2万股 | $256.0万 | 1.1万股 | +902股+8.37% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 1.06% | 1.2% | $321.6万 | 6.4万股 | $333.9万 | 6.7万股 | -3,355股-5.01% | 减仓 |
 微软MSFT |
| 1.03% | 1.1% | $309.9万 | 8,309股 | $306.9万 | 8,290股 | +19股+0.23% | 加仓 |
| SSPDR道富系列信托SPYG |
| 1.02% | 0.94% | $307.5万 | 2.6万股 | $260.8万 | 2.7万股 | -788股-2.96% | 减仓 |
 英伟达NVDA |
| 0.93% | 0.89% | $280.8万 | 1.4万股 | $247.6万 | 1.4万股 | -164股-1.16% | 减仓 |
| IiShares安硕信托IXUS |
| 0.87% | 0.82% | $262.8万 | 2.8万股 | $227.3万 | 2.6万股 | +1,304股+4.97% | 加仓 |
 埃克森美孚XOM |
| 0.79% | 1.07% | $238.7万 | 1.7万股 | $298.8万 | 1.8万股 | -150股-0.85% | 减仓 |
| IiShares安硕信托IDEV |
| 0.57% | 0.51% | $172.4万 | 1.9万股 | $142.0万 | 1.7万股 | +2,370股+13.95% | 加仓 |
| S道富SPHY |
| 0.52% | 0.38% | $155.9万 | 6.7万股 | $106.5万 | 4.6万股 | +2.1万股+45.66% | 加仓 |
 康宁GLW |
| 0.5% | 0.29% | $151.9万 | 5,946股 | $80.8万 | 5,946股 | 00.00% | 持仓不变 |
| B贝莱德ETF信托DYNF |
| 0.46% | 0.66% | $139.2万 | 2.0万股 | $182.9万 | 3.1万股 | -1.1万股-34.87% | 减仓 |
| V先锋领航指数基金VTV |
| 0.46% | 0.41% | $138.4万 | 6,349股 | $113.2万 | 5,769股 | +580股+10.05% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.41% | 0.32% | $122.8万 | 4,868股 | $88.3万 | 4,868股 | 00.00% | 持仓不变 |
 COINBASE GLOBALCOIN |
| 0.39% | 0.51% | $118.8万 | 8,127股 | $141.8万 | 8,119股 | +8股+0.10% | 加仓 |
| IiShares安硕·MORNINGSTAR MID-CAP ETFIMCB |
| 0.39% | 0.47% | $116.4万 | 1.2万股 | $131.0万 | 1.6万股 | -3,651股-23.25% | 减仓 |
| GGRAYSCALE ETHEREUM MINI STAKING ETFETH |
| 0.37% | 0.38% | $111.8万 | 7.4万股 | $105.8万 | 5.3万股 | +2.1万股+39.71% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.37% | 0.6% | $110.5万 | 2.2万股 | $165.7万 | 3.3万股 | -1.1万股-33.72% | 减仓 |
 摩根大通JPM |
| 0.36% | 0.35% | $109.3万 | 3,338股 | $98.2万 | 3,338股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHM |
| 0.36% | 0.3% | $109.1万 | 3.0万股 | $82.5万 | 2.7万股 | +2,951股+11.08% | 加仓 |
| B贝莱德ETF信托IALT |
| 0.35% | — | $106.0万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
| IiShares安硕信托AGG |
| 0.35% | 0.37% | $104.8万 | 1.1万股 | $102.0万 | 1.0万股 | +308股+3.00% | 加仓 |
 联合健康UNH |
| 0.35% | 0.25% | $104.5万 | 2,514股 | $69.1万 | 2,552股 | -38股-1.49% | 减仓 |
 麦当劳MCD |
| 0.32% | 0.4% | $96.2万 | 3,559股 | $110.6万 | 3,558股 | +1股+0.03% | 加仓 |
 VANECK REAL ASSETS ETFRAAX |
| 0.32% | — | $95.3万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
| SSPDR道富指数基金SPEM |
| 0.31% | 0.29% | $94.6万 | 1.8万股 | $80.9万 | 1.7万股 | +1,022股+5.93% | 加仓 |
| S嘉信·USSCHX |
| 0.31% | 0.29% | $93.5万 | 3.2万股 | $81.5万 | 3.2万股 | 00.00% | 持仓不变 |
 阿斯麦ASML |
| 0.31% | 0.22% | $93.5万 | 470股 | $61.3万 | 464股 | +6股+1.29% | 加仓 |
| S嘉信·USSCHA |
| 0.31% | 0.49% | $93.1万 | 2.6万股 | $137.5万 | 4.7万股 | -2.2万股-45.52% | 减仓 |
 宝洁PG |
| 0.31% | 0.33% | $92.7万 | 6,321股 | $91.2万 | 6,313股 | +8股+0.13% | 加仓 |
 NETFLIXNFLX |
| 0.3% | 0.44% | $92.1万 | 1.3万股 | $123.1万 | 1.3万股 | +99股+0.77% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.28% | 0.32% | $85.5万 | 2.3万股 | $88.3万 | 2.3万股 | -69股-0.30% | 减仓 |
| SSPDR道富系列信托HYMB |
| 0.27% | 0.31% | $82.7万 | 3.3万股 | $86.0万 | 3.5万股 | -2,165股-6.24% | 减仓 |
| FFRANKLIN BITCOIN ETFEZET |
| 0.27% | 0.39% | $81.7万 | 2.4万股 | $109.3万 | 2.8万股 | -3,787股-13.58% | 减仓 |
| IiShares安硕·GOLD TRUST MICROIAUM |
| 0.26% | 0.33% | $79.5万 | 2.0万股 | $91.9万 | 2.0万股 | +200股+1.02% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.25% | 0.34% | $75.9万 | 7,421股 | $93.9万 | 1.2万股 | -4,521股-37.86% | 减仓 |
| IiShares安硕信托DSI |
| 0.25% | 0.25% | $75.1万 | 5,273股 | $70.1万 | 5,781股 | -508股-8.79% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 0.25% | 0.25% | $74.3万 | 2,361股 | $68.9万 | 2,399股 | -38股-1.58% | 减仓 |
| SSIMPLIFY EXCHANGE TRADED FUNCTA |
| 0.24% | — | $73.7万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
 贝莱德·INC COMBLK |
| 0.22% | 0.24% | $66.7万 | 693股 | $66.7万 | 693股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.22% | 0.16% | $66.2万 | 622股 | $45.8万 | 646股 | -24股-3.72% | 减仓 |
