 伯克希尔哈撒韦BRK.B |
| 21.43% | 22.78% | $3,944.6万 | 7.9万股 | $3,890.6万 | 8.1万股 | -2,360股-2.91% | 减仓 |
| SSPDR道富系列信托SPTM |
| 8.31% | 7.67% | $1,530.3万 | 16.9万股 | $1,310.1万 | 16.6万股 | +2,846股+1.72% | 加仓 |
 苹果AAPL |
| 7.68% | 7.54% | $1,414.3万 | 4.9万股 | $1,287.9万 | 5.1万股 | -1,874股-3.69% | 减仓 |
 微软MSFT |
| 6.76% | 7.18% | $1,244.2万 | 3.3万股 | $1,226.0万 | 3.3万股 | +234股+0.71% | 加仓 |
 谷歌AGOOGL |
| 5.4% | 4.99% | $993.8万 | 2.8万股 | $851.5万 | 3.0万股 | -1,804股-6.09% | 减仓 |
 布鲁克菲尔德BN |
| 5.38% | 5.52% | $989.6万 | 23.2万股 | $943.5万 | 23.3万股 | -776股-0.33% | 减仓 |
 LoewsL |
| 4.79% | 4.92% | $882.6万 | 7.8万股 | $840.7万 | 7.9万股 | -801股-1.02% | 减仓 |
| V先锋领航·SMALLVBR |
| 3.77% | 3.48% | $693.8万 | 2.9万股 | $594.8万 | 2.7万股 | +1,175股+4.29% | 加仓 |
| SSPDR道富指数基金SPDW |
| 3.3% | 3.05% | $607.2万 | 12.1万股 | $520.8万 | 11.4万股 | +6,422股+5.63% | 加仓 |
| EETFS GOLD TRSGOL |
| 3.18% | 3.77% | $585.3万 | 15.3万股 | $644.4万 | 14.4万股 | +8,685股+6.01% | 加仓 |
 通用汽车GM |
| 2.99% | 3.16% | $549.7万 | 7.1万股 | $539.9万 | 7.2万股 | -1,160股-1.60% | 减仓 |
 Markel Group Inc.MKL |
| 2.88% | 2.95% | $529.4万 | 2,711股 | $504.3万 | 2,635股 | +76股+2.88% | 加仓 |
 阿斯麦ASML |
| 2.7% | 1.98% | $497.2万 | 2,499股 | $337.3万 | 2,554股 | -55股-2.15% | 减仓 |
| SSPDR道富指数基金SPEM |
| 2.63% | 2.43% | $484.8万 | 9.4万股 | $414.9万 | 8.8万股 | +5,185股+5.86% | 加仓 |
 JEFFERIES FINANCIAL INJEF |
| 2.5% | 2.18% | $460.7万 | 9.2万股 | $372.7万 | 9.0万股 | +1,870股+2.07% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.88% | 1.77% | $346.1万 | 9,796股 | $302.7万 | 1.1万股 | -755股-7.16% | 减仓 |
 埃克森美孚XOM |
| 1.49% | 2.2% | $274.2万 | 2.0万股 | $376.3万 | 2.2万股 | -2,126股-9.59% | 减仓 |
 MERCADOLIBRE COMMELI |
| 1.06% | — | $195.5万 | 1,152股 | $0 | 0股 | +1,152股 | 新买入 |
| V先锋领航全球基金ESGV |
| 0.98% | 0.84% | $181.0万 | 1.4万股 | $144.0万 | 1.3万股 | +860股+6.70% | 加仓 |
 AMD超威AMD |
| 0.86% | 0.35% | $159.2万 | 2,740股 | $59.8万 | 2,941股 | -201股-6.83% | 减仓 |
 YUM BRANDS COMYUM |
| 0.86% | 0.98% | $158.6万 | 9,922股 | $167.1万 | 1.1万股 | -825股-7.68% | 减仓 |
| IiShares安硕信托IVV |
| 0.8% | 0.81% | $148.1万 | 1,978股 | $138.5万 | 2,120股 | -142股-6.70% | 减仓 |
| BBROOKFIELD ASSET MANAGEMENT LTD CLASS A LTD VOTING SHS ISIN #CA1130041058 SEDOL #BPCPYH2MAGY |
| 0.75% | 0.86% | $138.6万 | 3.1万股 | $146.4万 | 3.3万股 | -2,034股-6.17% | 减仓 |
 GE航空GE |
| 0.74% | 0.61% | $137.1万 | 3,669股 | $104.1万 | 3,669股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.71% | 0.78% | $130.6万 | 8,913股 | $134.0万 | 9,110股 | -197股-2.16% | 减仓 |
| IiShares安硕信托ITOT |
| 0.68% | 0.62% | $126.0万 | 7,671股 | $106.6万 | 7,483股 | +188股+2.51% | 加仓 |
 美国运通AXP |
| 0.64% | 0.69% | $118.0万 | 3,488股 | $117.1万 | 3,871股 | -383股-9.89% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.64% | 0.69% | $117.8万 | 6,509股 | $118.0万 | 7,134股 | -625股-8.76% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.63% | 0.61% | $115.7万 | 1.4万股 | $104.4万 | 1.4万股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 0.35% | 0.28% | $64.6万 | 550股 | $48.0万 | 550股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.32% | 0.28% | $58.1万 | 2,436股 | $47.2万 | 2,266股 | +170股+7.50% | 加仓 |
| G通用动力VTI |
| 0.3% | 0.28% | $55.0万 | 1,486股 | $47.7万 | 1,486股 | 00.00% | 持仓不变 |
 TECK RESOURCESTECK |
| 0.28% | 0.27% | $51.7万 | 8,695股 | $45.8万 | 8,855股 | -160股-1.81% | 减仓 |
 波音BA |
| 0.24% | 0.23% | $43.4万 | 2,005股 | $39.9万 | 2,005股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.23% | — | $42.3万 | 616股 | $0 | 0股 | +616股 | 新买入 |
| AABRDN SILVER ETF TRUSTSIVR |
| 0.22% | 0.3% | $39.9万 | 7,100股 | $50.8万 | 7,100股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VSGX |
| 0.2% | 0.18% | $37.3万 | 4,528股 | $30.3万 | 4,228股 | +300股+7.10% | 加仓 |
 CNX RESCNX |
| 0.19% | 0.23% | $34.9万 | 1.0万股 | $39.7万 | 1.0万股 | 00.00% | 持仓不变 |
 ALTRIAMO |
| 0.19% | 0.21% | $34.5万 | 4,801股 | $35.3万 | 5,351股 | -550股-10.28% | 减仓 |
 DIAGEO SPON ADR NEWDEO |
| 0.18% | 0.2% | $33.8万 | 4,201股 | $34.1万 | 4,576股 | -375股-8.19% | 减仓 |
 CHUBB LIMITEDCB |
| 0.16% | 0.13% | $29.8万 | 875股 | $21.8万 | 670股 | +205股+30.60% | 加仓 |
| YYUM CHINAYUMC |
| 0.15% | 0.2% | $26.9万 | 6,580股 | $34.5万 | 7,080股 | -500股-7.06% | 减仓 |
| I景顺QQQ信托VOO |
| 0.14% | — | $25.5万 | 346股 | $0 | 0股 | +346股 | 新买入 |
 可口可乐KO |
| 0.14% | 0.14% | $25.1万 | 3,087股 | $23.5万 | 3,087股 | 00.00% | 持仓不变 |
 SPROUTS FMRS MKTSFM |
| 0.13% | 0.13% | $23.9万 | 2,831股 | $21.8万 | 2,831股 | 00.00% | 持仓不变 |
| GGE医疗GEHC |
| 0.11% | 0.13% | $20.2万 | 3,162股 | $22.5万 | 3,162股 | 00.00% | 持仓不变 |
 AURORA INNOVATION INC CLASS AAUR |
| 0.04% | 0.02% | $6.8万 | 1.0万股 | $4.1万 | 1.0万股 | 00.00% | 持仓不变 |
