 伯克希尔哈撒韦BRK.A |
| 8.23% | <0.01% | $7,488.5万 | 100股 | $718 | 100股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 4.41% | 4.88% | $4,016.4万 | 11.4万股 | $3,531.0万 | 12.3万股 | -9,419股-7.65% | 减仓 |
 微软MSFT |
| 3.8% | 4.68% | $3,455.6万 | 9.3万股 | $3,387.2万 | 9.2万股 | +1,134股+1.24% | 加仓 |
 亚马逊AMZN |
| 3.8% | 4.42% | $3,455.1万 | 14.5万股 | $3,200.6万 | 15.4万股 | -8,710股-5.67% | 减仓 |
| T赛默飞世尔TMO |
| 3.57% | 4.01% | $3,249.8万 | 6.5万股 | $2,900.8万 | 5.9万股 | +5,804股+9.83% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 3.54% | 4.08% | $3,222.2万 | 6.4万股 | $2,951.0万 | 6.2万股 | +2,813股+4.57% | 加仓 |
 安费诺APH |
| 3.51% | — | $3,190.6万 | 18.1万股 | $0 | 0股 | +18.1万股 | 新买入 |
 阿斯利康AZN |
| 3.37% | — | $3,064.7万 | 16.2万股 | $0 | 0股 | +16.2万股 | 新买入 |
| IiShares安硕·COREIJH |
| 3.3% | 3.59% | $3,002.4万 | 38.9万股 | $2,597.6万 | 38.5万股 | +4,701股+1.22% | 加仓 |
 AMD超威AMD |
| 3.26% | 3.1% | $2,966.5万 | 5.1万股 | $2,245.3万 | 11.0万股 | -5.9万股-53.73% | 减仓 |
 苹果AAPL |
| 3.15% | 3.34% | $2,870.9万 | 9.9万股 | $2,416.7万 | 9.5万股 | +3,992股+4.19% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 3.1% | 4.43% | $2,818.1万 | 27.5万股 | $3,204.8万 | 40.7万股 | -13.2万股-32.39% | 减仓 |
 JacobsJ |
| 2.96% | 3.31% | $2,690.9万 | 21.4万股 | $2,397.8万 | 18.8万股 | +2.5万股+13.37% | 加仓 |
 Elevance健康ELV |
| 2.92% | 3.11% | $2,655.2万 | 6.9万股 | $2,250.9万 | 7.7万股 | -8,231股-10.71% | 减仓 |
 百事可乐PEP |
| 2.9% | 3.57% | $2,637.2万 | 19.5万股 | $2,584.2万 | 16.6万股 | +2.8万股+17.04% | 加仓 |
 史赛克SYK |
| 2.89% | 2.89% | $2,626.4万 | 8.3万股 | $2,091.6万 | 6.4万股 | +2.0万股+31.05% | 加仓 |
 BOOKING COMBKNG |
| 2.81% | 3.32% | $2,554.7万 | 14.3万股 | $2,402.0万 | 5,705股 | +13.8万股+2,412.38% | 加仓 |
 SYSCO COMSYY |
| 2.75% | 2.48% | $2,499.5万 | 29.9万股 | $1,792.3万 | 25.1万股 | +4.8万股+19.02% | 加仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 2.74% | 2.91% | $2,489.7万 | 10.8万股 | $2,102.6万 | 9.7万股 | +1.1万股+11.71% | 加仓 |
 美国合众银行USB |
| 2.68% | 3.01% | $2,440.1万 | 40.4万股 | $2,181.8万 | 41.9万股 | -1.6万股-3.70% | 减仓 |
 VisaV |
| 2.67% | 2.86% | $2,431.8万 | 7.1万股 | $2,067.7万 | 6.8万股 | +2,467股+3.61% | 加仓 |
 通用动力GD |
| 2.61% | 3.06% | $2,374.4万 | 6.7万股 | $2,212.6万 | 6.4万股 | +2,562股+3.97% | 加仓 |
 标普全球SPGI |
| 2.49% | 2.97% | $2,269.6万 | 5.6万股 | $2,148.0万 | 5.1万股 | +5,228股+10.35% | 加仓 |
 CARRIER GLOBALCARR |
| 2.43% | 2.4% | $2,213.8万 | 30.2万股 | $1,733.9万 | 30.8万股 | -6,111股-1.98% | 减仓 |
 ANALOG DEVICES COMADI |
| 2.41% | 2.93% | $2,195.7万 | 5.5万股 | $2,119.5万 | 6.7万股 | -1.1万股-17.02% | 减仓 |
 TJXTJX |
| 2.37% | 3.06% | $2,161.2万 | 14.3万股 | $2,217.1万 | 13.9万股 | +3,830股+2.76% | 加仓 |
| AAT&TT |
| 2.28% | 1.66% | $2,072.3万 | 100.1万股 | $1,197.9万 | 41.3万股 | +58.8万股+142.28% | 加仓 |
 Truist金融TFC |
| 2.1% | 2.62% | $1,908.3万 | 38.3万股 | $1,897.6万 | 41.3万股 | -3.0万股-7.21% | 减仓 |
 ADOBE COMADBE |
| 1.48% | 2.13% | $1,350.8万 | 6.6万股 | $1,541.3万 | 6.3万股 | +2,478股+3.91% | 加仓 |
 泛林集团LRCX |
| 1.48% | 1.45% | $1,347.7万 | 3.1万股 | $1,048.4万 | 4.9万股 | -1.8万股-36.62% | 减仓 |
 应用材料AMAT |
| 1.05% | 0.94% | $956.5万 | 1.3万股 | $679.9万 | 2.0万股 | -6,661股-33.49% | 减仓 |
 阿斯麦ASML |
| 0.95% | 1.02% | $865.4万 | 4,350股 | $740.1万 | 5,603股 | -1,253股-22.36% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.68% | 0.94% | $616.0万 | 7.8万股 | $682.3万 | 8.6万股 | -8,123股-9.44% | 减仓 |
 强生JNJ |
| 0.51% | 0.62% | $462.6万 | 1.8万股 | $446.4万 | 1.8万股 | -47股-0.26% | 减仓 |
| G通用动力VTI |
| 0.46% | 0.5% | $416.7万 | 1.1万股 | $361.2万 | 1.1万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.43% | 0.4% | $395.1万 | 1.1万股 | $291.2万 | 1.0万股 | +930股+9.19% | 加仓 |
| V先锋领航指数基金VOO |
| 0.24% | 0.24% | $220.7万 | 3,213股 | $175.0万 | 2,928股 | +285股+9.73% | 加仓 |
 英伟达NVDA |
| 0.22% | 0.21% | $199.2万 | 9,955股 | $151.6万 | 8,695股 | +1,260股+14.49% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.22% | 0.2% | $197.0万 | 9,257股 | $146.9万 | 7,655股 | +1,602股+20.93% | 加仓 |
 宝洁PG |
| 0.19% | 0.23% | $169.3万 | 1.2万股 | $166.0万 | 1.1万股 | +50股+0.44% | 加仓 |
| IiShares安硕信托SHV |
| 0.15% | 0.36% | $139.9万 | 1.3万股 | $262.4万 | 2.4万股 | -1.1万股-46.65% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.14% | 0.16% | $129.2万 | 1,730股 | $117.7万 | 1,810股 | -80股-4.42% | 减仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.13% | 0.16% | $119.4万 | 1.6万股 | $119.3万 | 1.6万股 | 00.00% | 持仓不变 |
 罗克韦尔自动化ROK |
| 0.13% | 0.04% | $116.3万 | 2,350股 | $30.5万 | 850股 | +1,500股+176.47% | 加仓 |
 艾伯维ABBV |
| 0.12% | 0.09% | $113.2万 | 4,500股 | $65.2万 | 3,000股 | +1,500股+50.00% | 加仓 |
 埃克森美孚XOM |
| 0.12% | 0.18% | $104.7万 | 7,658股 | $129.9万 | 7,658股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.11% | 0.13% | $102.4万 | 7,972股 | $95.9万 | 7,972股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.1% | 0.08% | $88.9万 | 2,520股 | $59.2万 | 1,800股 | +720股+40.00% | 加仓 |
 思科CSCO |
| 0.1% | 0.08% | $88.4万 | 7,528股 | $58.4万 | 7,528股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.09% | — | $85.7万 | 1,145股 | $0 | 0股 | +1,145股 | 新买入 |
