 伯克希尔哈撒韦BRK.B |
| 32.92% | 32.73% | $7,922.4万 | 15.8万股 | $7,646.7万 | 16.0万股 | -1,249股-0.78% | 减仓 |
 强生JNJ |
| 15.48% | 15.39% | $3,725.7万 | 14.7万股 | $3,595.6万 | 14.7万股 | -400股-0.27% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 14.34% | 12.02% | $3,450.8万 | 9.8万股 | $2,808.9万 | 9.8万股 | -252股-0.26% | 减仓 |
 苹果AAPL |
| 6.52% | 5.93% | $1,567.7万 | 5.4万股 | $1,385.5万 | 5.5万股 | -415股-0.76% | 减仓 |
 Meta平台META |
| 5.77% | 6.01% | $1,388.9万 | 2.5万股 | $1,405.0万 | 2.5万股 | +99股+0.40% | 加仓 |
 史赛克SYK |
| 4.63% | 4.51% | $1,113.2万 | 3.5万股 | $1,054.3万 | 3.2万股 | +3,273股+10.20% | 加仓 |
 PHILIP MORRIS INTLPM |
| 3.3% | 3.2% | $793.0万 | 4.4万股 | $748.3万 | 4.5万股 | -1,420股-3.14% | 减仓 |
 好市多COST |
| 2.61% | 2.78% | $627.7万 | 6,710股 | $649.7万 | 6,520股 | +190股+2.91% | 加仓 |
 宝洁PG |
| 1.82% | 1.84% | $437.2万 | 3.0万股 | $430.8万 | 3.0万股 | -13股-0.04% | 减仓 |
| IISHARES FUTURE AI & TECHETFARTY |
| 1.28% | 0.81% | $309.0万 | 4.1万股 | $190.4万 | 4.1万股 | -358股-0.87% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.92% | 0.9% | $222.2万 | 5,427股 | $210.4万 | 5,902股 | -475股-8.05% | 减仓 |
 亚马逊AMZN |
| 0.92% | 0.82% | $220.4万 | 9,248股 | $192.6万 | 9,248股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托RSP |
| 0.61% | 0.63% | $147.2万 | 6,920股 | $146.9万 | 7,655股 | -735股-9.60% | 减仓 |
| IiShares安硕信托IVV |
| 0.61% | 0.55% | $147.2万 | 1,966股 | $128.4万 | 1,966股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCIQUAL |
| 0.57% | 0.56% | $137.1万 | 6,249股 | $131.9万 | 6,874股 | -625股-9.09% | 减仓 |
 摩根大通JPM |
| 0.53% | 0.49% | $127.7万 | 3,902股 | $114.9万 | 3,907股 | -5股-0.13% | 减仓 |
| V先锋领航指数基金VTV |
| 0.52% | 0.53% | $126.2万 | 5,790股 | $123.9万 | 6,315股 | -525股-8.31% | 减仓 |
| IiShares安硕·GOLD TRUST MICROIAUM |
| 0.47% | 0.57% | $114.0万 | 2.9万股 | $133.1万 | 2.9万股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.45% | 0.45% | $108.6万 | 1.3万股 | $105.7万 | 3,680股 | +9,800股+266.30% | 加仓 |
 ALTRIAMO |
| 0.42% | 0.41% | $100.1万 | 1.4万股 | $96.9万 | 1.5万股 | -776股-5.28% | 减仓 |
 ARES COML REAL ESTATE CORP COMACRE |
| 0.41% | — | $98.1万 | 21.8万股 | $0 | 0股 | +21.8万股 | 新买入 |
 百时美施贵宝BMY |
| 0.38% | 0.41% | $90.3万 | 1.6万股 | $95.1万 | 1.6万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.36% | 0.32% | $85.6万 | 1,146股 | $74.5万 | 1,146股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.34% | 0.33% | $81.5万 | 5,493股 | $76.9万 | 6,183股 | -690股-11.16% | 减仓 |
 微软MSFT |
| 0.32% | 0.33% | $77.1万 | 2,067股 | $76.5万 | 2,067股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.31% | 0.28% | $75.0万 | 6,040股 | $64.4万 | 1,510股 | +4,530股+300.00% | 加仓 |
 KENVUE COMKVUE |
| 0.28% | 0.26% | $67.7万 | 3.5万股 | $61.1万 | 3.5万股 | -49股-0.14% | 减仓 |
 艾伯维ABBV |
| 0.26% | 0.24% | $63.7万 | 2,530股 | $55.0万 | 2,530股 | 00.00% | 持仓不变 |
| PPROLOGIS COMPLD |
| 0.22% | 0.23% | $54.1万 | 3,990股 | $52.7万 | 3,990股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 0.22% | 0.2% | $53.4万 | 6,920股 | $46.7万 | 6,920股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.21% | 0.26% | $51.6万 | 1,400股 | $60.2万 | 1,400股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.21% | 0.19% | $51.3万 | 730股 | $45.0万 | 730股 | 00.00% | 持仓不变 |
| IiShares白银信托SLV |
| 0.21% | 0.28% | $50.8万 | 9,500股 | $64.7万 | 9,500股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.16% | 0.11% | $39.0万 | 3,318股 | $25.7万 | 3,318股 | 00.00% | 持仓不变 |
 ADPADP |
| 0.15% | 0.14% | $36.5万 | 1,631股 | $33.1万 | 1,631股 | 00.00% | 持仓不变 |
 EVOLV TECHNOLOGIES HLDNGS INC COM CL AEVLV |
| 0.15% | 0.16% | $36.0万 | 6.2万股 | $37.8万 | 6.2万股 | -477股-0.76% | 减仓 |
 VisaV |
| 0.13% | 0.12% | $31.5万 | 917股 | $27.7万 | 917股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.11% | 0.1% | $26.7万 | 721股 | $23.1万 | 721股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.11% | 0.13% | $25.7万 | 951股 | $29.6万 | 951股 | 00.00% | 持仓不变 |
 南方电力SO |
| 0.11% | 0.11% | $25.3万 | 2,648股 | $25.8万 | 2,674股 | -26股-0.97% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.1% | 0.09% | $23.9万 | 2,850股 | $21.4万 | 2,850股 | 00.00% | 持仓不变 |
| SSPROTT ASSET MANAGEMENTCEF |
| 0.1% | 0.13% | $23.9万 | 5,930股 | $31.0万 | 6,505股 | -575股-8.84% | 减仓 |
| F第一信托·UST NORTH AMERICAN ENERGY INFRASTRUCTURE FUNDEMLP |
| 0.1% | 0.11% | $23.0万 | 5,280股 | $25.6万 | 5,870股 | -590股-10.05% | 减仓 |
 英伟达NVDA |
| 0.09% | — | $22.0万 | 1,100股 | $0 | 0股 | +1,100股 | 新买入 |
| S道富·EET SPDR S&P METALS & MINING ETFXME |
| 0.09% | 0.1% | $21.1万 | 1,970股 | $23.7万 | 2,195股 | -225股-10.25% | 减仓 |
 博通AVGO |
| 0.09% | — | $20.8万 | 550股 | $0 | 0股 | +550股 | 新买入 |
 STOCK YDS BANCORPSYBT |
| 0.08% | — | $20.3万 | 2,649股 | $0 | 0股 | +2,649股 | 新买入 |
