 伯克希尔哈撒韦BRK.B |
| 5.92% | 6.3% | $1,488.6万 | 3.0万股 | $1,408.4万 | 2.9万股 | +358股+1.22% | 加仓 |
| IiShares黄金信托IAU |
| 5.34% | 6.95% | $1,342.1万 | 17.8万股 | $1,553.4万 | 17.6万股 | +1,538股+0.87% | 加仓 |
 Markel Group Inc.MKL |
| 5.3% | 5.71% | $1,331.6万 | 6,818股 | $1,276.1万 | 6,667股 | +151股+2.26% | 加仓 |
 安费诺APH |
| 5.18% | 4.13% | $1,301.3万 | 7.4万股 | $922.7万 | 7.3万股 | +772股+1.06% | 加仓 |
 好市多COST |
| 5.15% | 6.11% | $1,293.6万 | 1.4万股 | $1,365.0万 | 1.4万股 | +129股+0.94% | 加仓 |
 CHUBB LIMITEDCB |
| 4.43% | 4.74% | $1,112.9万 | 3.3万股 | $1,059.5万 | 3.3万股 | +156股+0.48% | 加仓 |
 苹果AAPL |
| 3.9% | 3.6% | $979.7万 | 3.4万股 | $803.8万 | 3.2万股 | +2,183股+6.89% | 加仓 |
 英伟达NVDA |
| 3.65% | 3.45% | $917.6万 | 4.6万股 | $772.0万 | 4.4万股 | +1,590股+3.59% | 加仓 |
 AMETEK COMAME |
| 3.3% | 3.3% | $829.0万 | 3.4万股 | $737.2万 | 3.4万股 | -128股-0.37% | 减仓 |
 哈勃HUBB |
| 3.29% | 3.2% | $826.7万 | 1.6万股 | $716.3万 | 1.5万股 | +1,205股+8.26% | 加仓 |
| V先锋领航国际股票指数基金VPL |
| 3.23% | 3.17% | $811.6万 | 7.0万股 | $707.8万 | 7.2万股 | -2,276股-3.14% | 减仓 |
 阿斯麦ASML |
| 3.19% | 2.4% | $802.3万 | 4,033股 | $537.4万 | 4,069股 | -36股-0.88% | 减仓 |
| CCBRE CL ACBRE |
| 3.16% | 2.76% | $793.8万 | 5.7万股 | $617.3万 | 4.2万股 | +1.4万股+32.98% | 加仓 |
 GRACOGGG |
| 3.08% | — | $773.2万 | 10.2万股 | $0 | 0股 | +10.2万股 | 新买入 |
| V先锋领航·FTSEVEA |
| 2.94% | 3.07% | $738.9万 | 10.4万股 | $686.4万 | 10.7万股 | -3,406股-3.18% | 减仓 |
 家得宝HD |
| 2.21% | 1.52% | $556.0万 | 1.6万股 | $340.0万 | 1.0万股 | +5,427股+52.49% | 加仓 |
 PALO ALTOPANW |
| 2.17% | 1.55% | $544.8万 | 1.6万股 | $346.0万 | 2.2万股 | -5,606股-25.97% | 减仓 |
 WESCO INTLWCC |
| 2.04% | 1.86% | $513.8万 | 1.5万股 | $415.4万 | 1.5万股 | -308股-2.03% | 减仓 |
 微软MSFT |
| 1.83% | 1.95% | $461.1万 | 1.2万股 | $435.6万 | 1.2万股 | +593股+5.04% | 加仓 |
 台积电TSM |
| 1.82% | — | $458.4万 | 9,599股 | $0 | 0股 | +9,599股 | 新买入 |
 WHITE MTNS INSWTM |
| 1.77% | 1.51% | $444.9万 | 2,146股 | $337.2万 | 1,535股 | +611股+39.80% | 加仓 |
| SSPROTT PHYSICAL SILVER ESLVR |
| 1.67% | 2.45% | $419.9万 | 22.3万股 | $548.2万 | 22.5万股 | -2,253股-1.00% | 减仓 |
 博通AVGO |
| 1.65% | — | $415.1万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| AAURA BIOSCIENCESAURA |
| 1.53% | 1.59% | $383.7万 | 54.0万股 | $356.2万 | 53.2万股 | +7,900股+1.48% | 加仓 |
| CCARPENTER TECHNOLOGYCRS |
| 1.52% | 1.01% | $382.9万 | 6,207股 | $226.1万 | 5,736股 | +471股+8.21% | 加仓 |
 OTIS WORLDWIDEOTIS |
| 1.44% | — | $363.0万 | 5.1万股 | $0 | 0股 | +5.1万股 | 新买入 |
 亚马逊AMZN |
| 1.41% | 1.62% | $355.4万 | 1.5万股 | $361.6万 | 1.7万股 | -2,451股-14.12% | 减仓 |
 谷歌AGOOGL |
| 1.38% | 1.24% | $347.5万 | 9,724股 | $276.7万 | 9,623股 | +101股+1.05% | 加仓 |
| FFASTENAL COMFAST |
| 1.22% | 1.83% | $307.1万 | 6.4万股 | $409.1万 | 8.8万股 | -2.4万股-27.47% | 减仓 |
 GE VernovaGEV |
| 1.21% | 0.12% | $304.6万 | 2,593股 | $26.2万 | 300股 | +2,293股+764.33% | 加仓 |
 伊顿ETN |
| 1.13% | — | $282.9万 | 6,640股 | $0 | 0股 | +6,640股 | 新买入 |
| IiShares安硕信托ITOT |
| 1.05% | 1.07% | $263.3万 | 1.6万股 | $239.8万 | 1.7万股 | -805股-4.78% | 减仓 |
 NUTRIENNTR |
| 1.01% | 0.94% | $254.8万 | 4.0万股 | $209.7万 | 2.8万股 | +1.3万股+45.63% | 加仓 |
 DANAHER DEL COMDHR |
| 0.91% | — | $228.2万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 VanEck ETF信托SMH |
| 0.87% | 0.68% | $218.4万 | 3,330股 | $152.6万 | 3,980股 | -650股-16.33% | 减仓 |
| IiShares安硕信托GJS |
| 0.81% | 0.94% | $203.9万 | 9.0万股 | $209.1万 | 9.1万股 | -1,750股-1.92% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.76% | 0.77% | $191.8万 | 2,569股 | $171.1万 | 2,632股 | -63股-2.39% | 减仓 |
| G通用动力VTI |
| 0.67% | 0.61% | $169.2万 | 4,571股 | $135.9万 | 4,235股 | +336股+7.93% | 加仓 |
 HOWARD HUGHESHHH |
| 0.63% | — | $158.9万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.59% | 0.93% | $147.9万 | 1.4万股 | $207.1万 | 2.6万股 | -1.2万股-45.09% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.57% | 0.52% | $142.0万 | 4,020股 | $115.3万 | 4,020股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.5% | 0.49% | $126.7万 | 1,692股 | $110.5万 | 1,692股 | 00.00% | 持仓不变 |
 天弘CLS |
| 0.46% | 0.45% | $116.3万 | 3,189股 | $100.4万 | 3,565股 | -376股-10.55% | 减仓 |
| NNVRNVR |
| 0.45% | 0.51% | $112.4万 | 165股 | $113.3万 | 172股 | -7股-4.07% | 减仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 0.43% | — | $107.9万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 伯克希尔哈撒韦BRK.A |
| 0.3% | 0.32% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.28% | 0.28% | $70.0万 | 1,664股 | $61.7万 | 1,661股 | +3股+0.18% | 加仓 |
 ADOBE COMADBE |
| 0.26% | 0.35% | $65.6万 | 3,200股 | $77.8万 | 3,200股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLE |
| 0.24% | 4.1% | $60.4万 | 1.1万股 | $916.8万 | 15.0万股 | -13.8万股-92.40% | 减仓 |
| MMATSON INC COM NPVMATX |
| 0.22% | 0.14% | $56.1万 | 2,920股 | $32.0万 | 1,950股 | +970股+49.74% | 加仓 |
