 伯克希尔哈撒韦BRK.B |
| 33.67% | 36.02% | $4,615.2万 | 9.2万股 | $4,419.8万 | 9.2万股 | 00.00% | 持仓不变 |
 加拿大国家铁路CNI |
| 9.17% | 3.6% | $1,257.3万 | 10.5万股 | $441.2万 | 4.3万股 | +6.3万股+145.62% | 加仓 |
 亚马逊AMZN |
| 8.29% | 6.6% | $1,136.1万 | 4.8万股 | $809.5万 | 3.9万股 | +8,800股+22.64% | 加仓 |
 布鲁克菲尔德BN |
| 7.32% | 7.78% | $1,004.0万 | 23.6万股 | $954.1万 | 23.6万股 | 00.00% | 持仓不变 |
 OLLIES BARGAIN OUTLETOLLI |
| 5.66% | — | $776.0万 | 10.1万股 | $0 | 0股 | +10.1万股 | 新买入 |
 ICICI BANK LIMITEDIBN |
| 5.28% | 6.92% | $724.0万 | 24.9万股 | $849.5万 | 32.8万股 | -7.9万股-23.97% | 减仓 |
 FOMENTO ECONOMICO MEXICANO SFMX |
| 5% | 2.46% | $685.4万 | 5.4万股 | $302.1万 | 2.7万股 | +2.6万股+97.01% | 加仓 |
 PERIMETER SOLUTIONSPRM |
| 3.02% | 2.31% | $414.1万 | 11.6万股 | $283.6万 | 11.6万股 | 00.00% | 持仓不变 |
| CCOCA COLA CONSCOKE |
| 2.85% | 3.19% | $390.0万 | 2.0万股 | $391.7万 | 2.0万股 | 00.00% | 持仓不变 |
| CCOVENANT LOGISTICSCVLG |
| 2.18% | 1.49% | $298.2万 | 8.0万股 | $183.2万 | 8.0万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 1.93% | 1.74% | $265.1万 | 7,418股 | $213.3万 | 7,418股 | 00.00% | 持仓不变 |
 FLOWSERVEFLS |
| 0.9% | 0.99% | $123.0万 | 1.7万股 | $121.9万 | 1.7万股 | 00.00% | 持仓不变 |
 PELOTON INTERACTIVEPTON |
| 0.89% | 0.72% | $121.5万 | 20.6万股 | $88.2万 | 20.6万股 | 00.00% | 持仓不变 |
 DIAGEO SPON ADR NEWDEO |
| 0.84% | — | $115.8万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 麦当劳MCD |
| 0.84% | — | $115.2万 | 4,260股 | $0 | 0股 | +4,260股 | 新买入 |
 ANHEUSER BUSCH INBEV SPONSORED ADRBUD |
| 0.84% | 0.63% | $114.5万 | 1.4万股 | $76.8万 | 1.1万股 | +2,831股+25.57% | 加仓 |
 BP SPONSORED ADRBP |
| 0.82% | 1.16% | $112.5万 | 3.0万股 | $142.3万 | 3.0万股 | +160股+0.53% | 加仓 |
| PPATTERSON-UTI ENERGYPTEN |
| 0.76% | 1% | $104.5万 | 11.4万股 | $123.2万 | 11.4万股 | 00.00% | 持仓不变 |
 FICOFICO |
| 0.63% | 0.63% | $86.3万 | 722股 | $77.1万 | 722股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.53% | 0.48% | $72.9万 | 2,064股 | $59.2万 | 2,064股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.53% | 0.63% | $72.1万 | 771股 | $76.8万 | 771股 | 00.00% | 持仓不变 |
 达美航空DAL |
| 0.47% | 0.37% | $64.7万 | 6,910股 | $45.9万 | 6,910股 | 00.00% | 持仓不变 |
| S道富SPSM |
| 0.43% | 0.41% | $59.5万 | 1.0万股 | $49.9万 | 1.0万股 | 00.00% | 持仓不变 |
 GRUPO AEROPORTUARIO DEL CENTOMAB |
| 0.41% | 0.67% | $56.5万 | 5,000股 | $82.6万 | 7,200股 | -2,200股-30.56% | 减仓 |
| TTETRA TECHNOLOGIES DELTTI |
| 0.38% | 0.32% | $52.8万 | 4.7万股 | $39.7万 | 4.7万股 | 00.00% | 持仓不变 |
| B纽约梅隆银行BK |
| 0.38% | 0.35% | $52.1万 | 3,601股 | $42.7万 | 3,601股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.37% | 0.24% | $51.1万 | 3,773股 | $30.0万 | 1,930股 | +1,843股+95.49% | 加仓 |
| V先锋领航指数基金VB |
| 0.37% | 0.35% | $50.1万 | 1,652股 | $43.3万 | 1,652股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.35% | 0.34% | $48.2万 | 645股 | $41.9万 | 645股 | 00.00% | 持仓不变 |
 VisaV |
| 0.34% | 0.34% | $47.0万 | 1,371股 | $41.4万 | 1,371股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VT |
| 0.32% | 0.31% | $43.6万 | 2,778股 | $38.4万 | 2,778股 | 00.00% | 持仓不变 |
 SPROUTS FMRS MKTSFM |
| 0.31% | 0.31% | $42.3万 | 5,000股 | $38.6万 | 5,000股 | 00.00% | 持仓不变 |
 耐克NKE |
| 0.28% | — | $39.0万 | 9,510股 | $0 | 0股 | +9,510股 | 新买入 |
 苹果AAPL |
| 0.28% | 0.28% | $38.8万 | 1,340股 | $34.0万 | 1,340股 | 00.00% | 持仓不变 |
 优步UBER |
| 0.28% | 0.31% | $38.6万 | 5,350股 | $38.5万 | 5,350股 | 00.00% | 持仓不变 |
 壳牌SHEL |
| 0.28% | 0.37% | $38.3万 | 4,940股 | $45.6万 | 4,900股 | +40股+0.82% | 加仓 |
 CANADIAN SOLAR INC COMCSIQ |
| 0.27% | 0.26% | $36.9万 | 2.3万股 | $31.9万 | 2.3万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.27% | 0.23% | $36.7万 | 306股 | $28.1万 | 306股 | 00.00% | 持仓不变 |
| BBEL FUSEBELFB |
| 0.26% | 0.23% | $35.8万 | 1,076股 | $28.6万 | 1,443股 | -367股-25.43% | 减仓 |
 沃尔玛WMT |
| 0.26% | 0.32% | $35.3万 | 3,117股 | $38.7万 | 3,117股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.25% | 0.26% | $34.9万 | 1,065股 | $31.3万 | 1,065股 | 00.00% | 持仓不变 |
 TRAVELERS COSTRV |
| 0.24% | 0.24% | $33.2万 | 1,005股 | $29.3万 | 1,005股 | 00.00% | 持仓不变 |
 MONDELEZ INTL CL AMDLZ |
| 0.23% | 0.31% | $31.8万 | 5,504股 | $38.0万 | 6,584股 | -1,080股-16.40% | 减仓 |
 DOLLAR GEN NEWDG |
| 0.2% | 0.24% | $27.1万 | 2,351股 | $29.5万 | 2,488股 | -137股-5.51% | 减仓 |
 联邦快递FDX |
| 0.17% | 0.21% | $22.9万 | 731股 | $26.0万 | 731股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.16% | — | $21.9万 | 871股 | $0 | 0股 | +871股 | 新买入 |
| EE L F BEAUTYELF |
| 0.15% | 5.29% | $21.0万 | 2,832股 | $649.3万 | 10.7万股 | -10.4万股-97.36% | 减仓 |
| IiShares安硕信托LQD |
| 0.11% | 0.13% | $15.4万 | 1,416股 | $15.4万 | 1,416股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.11% | 0.1% | $14.9万 | 1,200股 | $12.8万 | 300股 | +900股+300.00% | 加仓 |
| IiShares安硕信托IEV |
| 0.06% | 0.06% | $8.2万 | 1,124股 | $7.6万 | 1,124股 | 00.00% | 持仓不变 |
