| PPROFESIONALLY MANAGED PORTFOAKRE |
| 9.16% | 7.82% | $1,545.9万 | 29.1万股 | $1,542.9万 | 29.2万股 | -1,289股-0.44% | 减仓 |
 苹果AAPL |
| 7.93% | 5.92% | $1,338.6万 | 4.6万股 | $1,169.1万 | 4.6万股 | +197股+0.43% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 4.91% | 3.98% | $828.2万 | 1.7万股 | $786.4万 | 1.6万股 | +140股+0.85% | 加仓 |
 卡特彼勒CAT |
| 4.28% | 2.43% | $722.1万 | 6,781股 | $480.4万 | 6,781股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 3.8% | 2.84% | $642.0万 | 2.7万股 | $561.0万 | 2.7万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 2.9% | 2.12% | $489.1万 | 1.4万股 | $418.3万 | 1.5万股 | -858股-5.90% | 减仓 |
 黑石集团BX |
| 2.57% | 2.16% | $433.7万 | 3.7万股 | $425.8万 | 3.7万股 | -174股-0.47% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.22% | 1.62% | $373.9万 | 1.1万股 | $318.9万 | 1.1万股 | -534股-4.80% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 2.21% | 1.58% | $372.6万 | 12.9万股 | $312.6万 | 12.5万股 | +4,125股+3.31% | 加仓 |
 微软MSFT |
| 2.16% | 1.83% | $364.3万 | 9,767股 | $360.9万 | 9,748股 | +19股+0.19% | 加仓 |
 英伟达NVDA |
| 1.84% | 13.71% | $310.7万 | 1.6万股 | $2,706.8万 | 1.6万股 | +8股+0.05% | 加仓 |
 切尼尔能源LNG |
| 1.67% | 1.65% | $282.1万 | 1.2万股 | $326.3万 | 1.2万股 | +302股+2.63% | 加仓 |
 礼来LLY |
| 1.63% | 1.07% | $275.9万 | 2,300股 | $211.5万 | 2,300股 | 00.00% | 持仓不变 |
| VVanEck Russia ETFBBH |
| 1.55% | 1.24% | $262.3万 | 2.5万股 | $244.0万 | 2.5万股 | +3股+0.01% | 加仓 |
| S嘉信·USSCHX |
| 1.4% | 1.04% | $236.9万 | 8.0万股 | $204.3万 | 8.0万股 | +801股+1.01% | 加仓 |
 VisaV |
| 1.36% | 1.05% | $230.2万 | 6,711股 | $206.3万 | 6,827股 | -116股-1.70% | 减仓 |
| AATLAS LITHIUM CORPATLX |
| 1.22% | 1.23% | $206.2万 | 55.9万股 | $243.0万 | 55.9万股 | 00.00% | 持仓不变 |
 迪尔DE |
| 1.16% | 0.88% | $195.1万 | 3,075股 | $173.2万 | 3,075股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 1.09% | 0.33% | $183.2万 | 3,154股 | $64.2万 | 3,154股 | 00.00% | 持仓不变 |
 家得宝HD |
| 1.07% | 0.91% | $181.1万 | 5,136股 | $180.5万 | 5,489股 | -353股-6.43% | 减仓 |
 好市多COST |
| 1.03% | 9.39% | $174.0万 | 1,860股 | $1,853.6万 | 1,860股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.99% | 0.75% | $166.4万 | 5,084股 | $148.8万 | 5,058股 | +26股+0.51% | 加仓 |
| V先锋领航指数基金VOO |
| 0.96% | 0.7% | $162.8万 | 2,370股 | $138.6万 | 2,320股 | +50股+2.16% | 加仓 |
 万事达MA |
| 0.96% | 0.79% | $161.3万 | 3,141股 | $156.8万 | 3,139股 | +2股+0.06% | 加仓 |
| IIBMIBM |
| 0.96% | 0.7% | $161.2万 | 5,732股 | $138.3万 | 5,705股 | +27股+0.47% | 加仓 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 0.94% | 0.62% | $159.4万 | 1.8万股 | $122.8万 | 1.8万股 | +3股+0.02% | 加仓 |
| KKKR & COMKKR |
| 0.91% | 0.79% | $153.3万 | 1.7万股 | $156.1万 | 1.7万股 | -170股-1.01% | 减仓 |
| GGOLDMAN SACHS ETF TRUST HEDGE IND VIP ETFGVIP |
| 0.88% | 0.58% | $148.7万 | 7,878股 | $114.2万 | 7,838股 | +40股+0.51% | 加仓 |
 思科CSCO |
| 0.87% | 0.5% | $146.2万 | 1.2万股 | $99.5万 | 1.3万股 | -381股-2.97% | 减仓 |
 强生JNJ |
| 0.82% | 0.78% | $139.1万 | 5,477股 | $154.6万 | 6,323股 | -846股-13.38% | 减仓 |
 埃克森美孚XOM |
| 0.79% | 0.84% | $133.9万 | 9,791股 | $166.1万 | 9,791股 | 00.00% | 持仓不变 |
 TransDigmTDG |
| 0.72% | 0.54% | $121.5万 | 912股 | $105.7万 | 912股 | 00.00% | 持仓不变 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 0.71% | 0.66% | $120.2万 | 2,746股 | $130.3万 | 2,745股 | +1股+0.04% | 加仓 |
| G通用动力VTI |
| 0.71% | 0.75% | $119.4万 | 3,228股 | $147.3万 | 4,590股 | -1,362股-29.67% | 减仓 |
 COMSTOCK RESCRK |
| 0.68% | 0.82% | $114.6万 | 7.7万股 | $162.3万 | 7.7万股 | -200股-0.26% | 减仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.68% | 0.78% | $114.3万 | 2,245股 | $153.2万 | 2,245股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.65% | 0.39% | $110.3万 | 1,477股 | $76.1万 | 1,170股 | +307股+26.24% | 加仓 |
 BOOKING COMBKNG |
| 0.63% | 0.51% | $106.1万 | 5,950股 | $100.2万 | 238股 | +5,712股+2,400.00% | 加仓 |
 AMERICAN TOWER COMAMT |
| 0.62% | 0.58% | $105.1万 | 6,427股 | $113.9万 | 6,602股 | -175股-2.65% | 减仓 |
 YUM BRANDS COMYUM |
| 0.62% | 0.52% | $104.9万 | 6,560股 | $102.0万 | 6,560股 | 00.00% | 持仓不变 |
 DANAHER DEL COMDHR |
| 0.61% | 0.52% | $103.7万 | 5,447股 | $103.2万 | 5,444股 | +3股+0.06% | 加仓 |
 宝洁PG |
| 0.58% | 0.56% | $97.9万 | 6,676股 | $110.0万 | 7,619股 | -943股-12.38% | 减仓 |
 ILLINOIS TOOLITW |
| 0.58% | 0.47% | $97.3万 | 3,596股 | $93.6万 | 3,596股 | 00.00% | 持仓不变 |
 汽车地带AZO |
| 0.57% | 0.51% | $95.9万 | 300股 | $101.3万 | 300股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.56% | 0.45% | $95.1万 | 7,397股 | $89.0万 | 7,397股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.56% | 0.55% | $94.5万 | 6,980股 | $108.4万 | 6,980股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.56% | 0.44% | $93.7万 | 2,481股 | $86.9万 | 2,806股 | -325股-11.58% | 减仓 |
 CHUBB LIMITEDCB |
| 0.53% | 0.44% | $90.3万 | 2,649股 | $86.3万 | 2,649股 | 00.00% | 持仓不变 |
 星座品牌STZ |
| 0.53% | 0.49% | $89.3万 | 6,422股 | $96.9万 | 6,459股 | -37股-0.57% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.53% | 0.42% | $89.0万 | 4,920股 | $82.5万 | 4,992股 | -72股-1.44% | 减仓 |
