| V先锋领航斯科茨代尔基金VGSH |
| 10.31% | 10.92% | $6,443.7万 | 110.7万股 | $6,211.3万 | 106.1万股 | +4.6万股+4.35% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 9.06% | 9.44% | $5,661.4万 | 11.3万股 | $5,366.9万 | 11.2万股 | +1,142股+1.02% | 加仓 |
| PPROFESIONALLY MANAGED PORTFOAKRE |
| 7.84% | 8.29% | $4,902.4万 | 92.2万股 | $4,714.3万 | 89.2万股 | +3.0万股+3.33% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 6.3% | 5.37% | $3,937.6万 | 11.1万股 | $3,054.9万 | 10.6万股 | +4,950股+4.65% | 加仓 |
 苹果AAPL |
| 4.24% | 4.09% | $2,653.4万 | 9.2万股 | $2,323.0万 | 9.2万股 | +166股+0.18% | 加仓 |
| IiShares黄金信托IAU |
| 4.18% | 5.36% | $2,613.5万 | 34.6万股 | $3,046.8万 | 34.6万股 | +518股+0.15% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 3.39% | 3.22% | $2,121.8万 | 42.2万股 | $1,832.7万 | 36.7万股 | +5.6万股+15.13% | 加仓 |
 布鲁克菲尔德BN |
| 3.03% | 3.14% | $1,897.1万 | 44.5万股 | $1,787.8万 | 44.2万股 | +3,669股+0.83% | 加仓 |
 美国运通AXP |
| 2.74% | 2.86% | $1,714.4万 | 5.1万股 | $1,625.3万 | 5.4万股 | -3,047股-5.67% | 减仓 |
 亚马逊AMZN |
| 2.46% | 2.31% | $1,536.3万 | 6.4万股 | $1,313.4万 | 6.3万股 | +1,399股+2.22% | 加仓 |
 摩根大通JPM |
| 1.93% | 1.93% | $1,208.3万 | 3.7万股 | $1,095.3万 | 3.7万股 | -320股-0.86% | 减仓 |
 Meta平台META |
| 1.9% | 2.11% | $1,184.8万 | 2.1万股 | $1,201.4万 | 2.1万股 | +35股+0.17% | 加仓 |
 谷歌AGOOGL |
| 1.43% | 1.29% | $895.7万 | 2.5万股 | $733.0万 | 2.5万股 | -426股-1.67% | 减仓 |
| GGOTHAM 1000 VALUE ETFGVLU |
| 1.34% | 1.34% | $838.8万 | 31.8万股 | $761.1万 | 30.1万股 | +1.7万股+5.70% | 加仓 |
| TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF |
| 1.28% | 1.15% | $798.4万 | 19.4万股 | $655.6万 | 18.4万股 | +1.0万股+5.46% | 加仓 |
 微软MSFT |
| 1.15% | 1.27% | $721.9万 | 1.9万股 | $719.7万 | 1.9万股 | -90股-0.46% | 减仓 |
 联合健康UNH |
| 1.14% | 0.81% | $712.2万 | 1.7万股 | $462.3万 | 1.7万股 | +49股+0.29% | 加仓 |
 埃克森美孚XOM |
| 1.04% | 1.44% | $652.8万 | 4.8万股 | $817.4万 | 4.8万股 | -434股-0.90% | 减仓 |
| V先锋领航·SMALLVBR |
| 1.03% | 1.01% | $643.6万 | 2.6万股 | $572.0万 | 2.6万股 | +158股+0.60% | 加仓 |
 Markel Group Inc.MKL |
| 0.99% | 1.01% | $619.9万 | 3,174股 | $575.0万 | 3,004股 | +170股+5.66% | 加仓 |
 Elevance健康ELV |
| 0.95% | 0.79% | $592.1万 | 1.5万股 | $448.1万 | 1.5万股 | +3股+0.02% | 加仓 |
| SSPDR道富系列信托HYMB |
| 0.78% | 0.84% | $489.0万 | 19.2万股 | $476.7万 | 19.2万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.77% | 0.71% | $481.6万 | 4,172股 | $404.6万 | 1.2万股 | -7,803股-65.16% | 减仓 |
| V先锋领航指数基金VTV |
| 0.74% | 0.72% | $459.9万 | 2.1万股 | $406.6万 | 2.1万股 | +381股+1.84% | 加仓 |
| AAB ACTIVE ETFSNYM |
| 0.7% | 0.74% | $437.7万 | 17.4万股 | $419.4万 | 16.8万股 | +6,057股+3.60% | 加仓 |
 AIRBNB COM CL AABNB |
| 0.67% | 0.63% | $421.5万 | 2.9万股 | $358.5万 | 2.8万股 | +1,065股+3.75% | 加仓 |
 WAYFAIRW |
| 0.67% | 0.57% | $419.3万 | 4.5万股 | $322.2万 | 4.3万股 | +2,534股+5.92% | 加仓 |
| BBANK OF AMERBAC |
| 0.67% | 0.66% | $418.6万 | 7.3万股 | $372.7万 | 7.6万股 | -2,988股-3.91% | 减仓 |
 强生JNJ |
| 0.58% | 0.58% | $360.2万 | 1.4万股 | $328.2万 | 1.3万股 | +759股+5.65% | 加仓 |
 MOLINA HEALTHCAREMOH |
| 0.57% | 0.24% | $354.9万 | 1.6万股 | $135.7万 | 1.0万股 | +5,339股+52.46% | 加仓 |
| FFIRST EAGLE GLOBAL EQUITY ETFFEGE |
| 0.56% | 0.39% | $350.4万 | 7.2万股 | $219.2万 | 4.7万股 | +2.5万股+53.62% | 加仓 |
 英伟达NVDA |
| 0.56% | 0.52% | $348.2万 | 1.7万股 | $298.3万 | 1.7万股 | +297股+1.74% | 加仓 |
 BOOKING COMBKNG |
| 0.54% | 0.56% | $335.8万 | 1.9万股 | $317.3万 | 754股 | +1.8万股+2,398.54% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.51% | — | $321.1万 | 4,300股 | $0 | 0股 | +4,300股 | 新买入 |
| BBECTON DICKINSON & COMBDX |
| 0.5% | 0.36% | $315.4万 | 2.1万股 | $203.0万 | 1.3万股 | +7,935股+61.47% | 加仓 |
 嘉信理财SCHW |
| 0.49% | 0.55% | $307.5万 | 3.3万股 | $314.9万 | 3.4万股 | -183股-0.55% | 减仓 |
 好市多COST |
| 0.46% | 0.54% | $288.8万 | 3,087股 | $306.8万 | 3,079股 | +8股+0.26% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.43% | 0.42% | $266.7万 | 3,572股 | $239.4万 | 3,681股 | -109股-2.96% | 减仓 |
| G通用动力VTI |
| 0.42% | 0.4% | $259.9万 | 7,023股 | $228.3万 | 7,118股 | -95股-1.33% | 减仓 |
| I景顺QQQ信托VOO |
| 0.4% | 0.31% | $252.4万 | 3,428股 | $177.1万 | 3,068股 | +360股+11.73% | 加仓 |
| S道富·EET SPDR S&P GLOBAL NATURAL RESOURCES ETFGNR |
| 0.4% | 0.48% | $248.4万 | 3.7万股 | $271.9万 | 3.6万股 | +484股+1.33% | 加仓 |
 U HAUL HOLDINGSCL |
| 0.39% | 0.32% | $245.8万 | 4.3万股 | $184.6万 | 4.1万股 | +1,277股+3.09% | 加仓 |
 万事达MA |
| 0.39% | 0.42% | $245.2万 | 4,775股 | $237.2万 | 4,747股 | +28股+0.59% | 加仓 |
| IiShares安硕信托TIP |
| 0.39% | 0.21% | $243.7万 | 2.2万股 | $119.9万 | 1.1万股 | +1.1万股+105.01% | 加仓 |
| V先锋领航指数基金VOO |
| 0.37% | 0.31% | $232.2万 | 3,381股 | $177.6万 | 2,972股 | +409股+13.76% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.37% | 0.38% | $229.9万 | 1.4万股 | $213.4万 | 1.5万股 | -66股-0.45% | 减仓 |
 西方石油OXY |
| 0.36% | 0.53% | $227.8万 | 4.7万股 | $303.7万 | 4.7万股 | +180股+0.39% | 加仓 |
 迪尔DE |
| 0.34% | 0.33% | $211.1万 | 3,327股 | $187.4万 | 3,327股 | 00.00% | 持仓不变 |
 标普全球SPGI |
| 0.34% | 0.37% | $210.8万 | 5,176股 | $208.1万 | 4,893股 | +283股+5.78% | 加仓 |
 雷神技术RTX |
| 0.33% | 0.37% | $206.3万 | 1.1万股 | $209.7万 | 1.1万股 | +1股+0.01% | 加仓 |
