 伯克希尔哈撒韦BRK.B |
| 13.18% | 13.45% | $1,937.6万 | 3.9万股 | $1,860.2万 | 3.9万股 | -96股-0.25% | 减仓 |
 苹果AAPL |
| 11.16% | 10.41% | $1,641.0万 | 5.7万股 | $1,439.8万 | 5.7万股 | -24股-0.04% | 减仓 |
 谷歌AGOOGL |
| 7.71% | 6.6% | $1,134.3万 | 3.2万股 | $912.9万 | 3.2万股 | -6股-0.02% | 减仓 |
| IiShares安硕信托SGOV |
| 6.87% | 7.88% | $1,009.9万 | 10.0万股 | $1,089.7万 | 10.8万股 | -7,933股-7.33% | 减仓 |
 HalozymeHALO |
| 5.02% | 4.38% | $738.3万 | 9.4万股 | $606.4万 | 9.4万股 | +511股+0.54% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 4.08% | 3.99% | $600.0万 | 7.3万股 | $551.3万 | 6.7万股 | +6,312股+9.45% | 加仓 |
 亚马逊AMZN |
| 2.97% | 2.79% | $437.1万 | 1.8万股 | $386.5万 | 1.9万股 | -220股-1.19% | 减仓 |
 DANAHER DEL COMDHR |
| 2.84% | 2.78% | $417.5万 | 2.2万股 | $384.7万 | 2.0万股 | +1,627股+8.02% | 加仓 |
 黑石集团BX |
| 2.82% | 2.51% | $415.3万 | 3.5万股 | $346.7万 | 3.0万股 | +5,144股+17.06% | 加仓 |
 FICOFICO |
| 2.69% | 1.54% | $395.8万 | 3,313股 | $213.0万 | 1,995股 | +1,318股+66.07% | 加仓 |
 VisaV |
| 2.69% | 2.4% | $395.5万 | 1.2万股 | $331.7万 | 1.1万股 | +554股+5.05% | 加仓 |
 纽蒙特NEM |
| 2.49% | 3.07% | $366.7万 | 3.9万股 | $425.0万 | 3.9万股 | -1股-0.00% | 减仓 |
 AMERICAN TOWER COMAMT |
| 2.2% | 2.53% | $324.0万 | 2.0万股 | $350.4万 | 2.0万股 | -500股-2.46% | 减仓 |
 PHILIP MORRIS INTLPM |
| 2.15% | 2.08% | $316.4万 | 1.7万股 | $287.8万 | 1.7万股 | +86股+0.49% | 加仓 |
 芝加哥商品交易所CME |
| 1.73% | 2.04% | $254.1万 | 1.2万股 | $281.5万 | 9,532股 | +1,976股+20.73% | 加仓 |
| B巴里克黄金GOLD |
| 1.72% | 1.93% | $252.9万 | 6.9万股 | $266.7万 | 6.5万股 | +3,474股+5.31% | 加仓 |
 家得宝HD |
| 1.52% | 1.52% | $224.0万 | 6,351股 | $210.6万 | 6,404股 | -53股-0.83% | 减仓 |
| SSPDR行业精选信托XLU |
| 1.42% | 1.52% | $208.4万 | 4.6万股 | $210.9万 | 4.6万股 | +7股+0.02% | 加仓 |
 布鲁克菲尔德BN |
| 1.4% | 1.43% | $206.1万 | 4.8万股 | $197.5万 | 4.9万股 | -415股-0.85% | 减仓 |
 万事达MA |
| 1.31% | 1.36% | $192.1万 | 3,740股 | $187.6万 | 3,755股 | -15股-0.40% | 减仓 |
| T赛默飞世尔TMO |
| 1.28% | 1.44% | $187.9万 | 3,748股 | $199.7万 | 4,063股 | -315股-7.75% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 1.24% | 1.64% | $182.9万 | 1.5万股 | $226.8万 | 1.4万股 | +434股+3.01% | 加仓 |
 微软MSFT |
| 1.23% | 1.2% | $180.2万 | 4,832股 | $165.4万 | 4,468股 | +364股+8.15% | 加仓 |
| VVanEck ETF信托GDX |
| 1.21% | 1.5% | $178.3万 | 2.4万股 | $207.2万 | 2.3万股 | +1,054股+4.67% | 加仓 |
| GGlobal X基金PAVE |
| 1.2% | 1.13% | $176.7万 | 3.0万股 | $156.7万 | 3.1万股 | -848股-2.75% | 减仓 |
| GGlobal X·URANIUM ETFURA |
| 1.19% | 1.4% | $174.4万 | 4.0万股 | $193.1万 | 4.0万股 | +33股+0.08% | 加仓 |
 LOWES COS COMLOW |
| 1.18% | 1.36% | $173.3万 | 7,860股 | $188.0万 | 7,955股 | -95股-1.19% | 减仓 |
 COPART COMCPRT |
| 1.1% | 1.26% | $162.1万 | 5.8万股 | $174.3万 | 5.2万股 | +5,016股+9.55% | 加仓 |
| F第一信托·USTCIBR |
| 1.07% | 0.56% | $158.0万 | 1.8万股 | $77.2万 | 1.2万股 | +5,263股+42.73% | 加仓 |
 REXFORD INDL RLTY INC REITREXR |
| 0.98% | 1.09% | $143.7万 | 4.3万股 | $151.4万 | 4.6万股 | -3,369股-7.28% | 减仓 |
 PRICESMARTPSMT |
| 0.97% | 0.81% | $142.7万 | 7,305股 | $111.8万 | 7,431股 | -126股-1.70% | 减仓 |
| PPROLOGIS COMPLD |
| 0.95% | 1.02% | $139.7万 | 1.0万股 | $141.0万 | 1.1万股 | -355股-3.33% | 减仓 |
 福泰制药VRTX |
| 0.89% | 0.8% | $131.5万 | 2,647股 | $110.2万 | 2,468股 | +179股+7.25% | 加仓 |
 WASTE MGMT DELWM |
| 0.76% | 0.83% | $111.7万 | 5,013股 | $115.2万 | 5,013股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.64% | 0.71% | $94.5万 | 8,343股 | $98.4万 | 7,920股 | +423股+5.34% | 加仓 |
| MMBX BIOSCIENCESMBX |
| 0.64% | 0.39% | $94.5万 | 1.7万股 | $53.5万 | 1.8万股 | -800股-4.47% | 减仓 |
| GGlobal X Funds Robotics & Artificial Intelligence EtfBOTZ |
| 0.62% | 0.59% | $91.9万 | 2.4万股 | $81.5万 | 2.5万股 | -326股-1.33% | 减仓 |
| IiShares安硕信托IEI |
| 0.6% | 0.69% | $88.8万 | 7,561股 | $95.5万 | 8,056股 | -495股-6.14% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.54% | 0.53% | $79.6万 | 3,362股 | $72.9万 | 3,391股 | -29股-0.86% | 减仓 |
| SSPDR道富系列信托XOP |
| 0.54% | — | $79.2万 | 5,131股 | $0 | 0股 | +5,131股 | 新买入 |
 英伟达NVDA |
| 0.45% | 0.25% | $66.7万 | 3,335股 | $35.2万 | 2,020股 | +1,315股+65.10% | 加仓 |
| V先锋领航指数基金VOO |
| 0.43% | 0.39% | $63.6万 | 864股 | $54.3万 | 940股 | -76股-8.09% | 减仓 |
 爱迪生联合电气ED |
| 0.36% | 0.39% | $53.1万 | 4,800股 | $54.3万 | 4,800股 | 00.00% | 持仓不变 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 0.31% | — | $45.7万 | 5,043股 | $0 | 0股 | +5,043股 | 新买入 |
| Q高通QCOM |
| 0.26% | 0.21% | $38.8万 | 2,100股 | $29.6万 | 2,300股 | -200股-8.70% | 减仓 |
| IiShares黄金信托IAU |
| 0.26% | 0.4% | $38.8万 | 5,139股 | $55.4万 | 6,282股 | -1,143股-18.19% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.25% | 0.24% | $37.3万 | 500股 | $32.8万 | 505股 | -5股-0.99% | 减仓 |
 好市多COST |
| 0.19% | 0.21% | $28.3万 | 303股 | $29.0万 | 291股 | +12股+4.12% | 加仓 |
 艾伯维ABBV |
| 0.14% | — | $21.0万 | 833股 | $0 | 0股 | +833股 | 新买入 |
 多佛DOV |
| 0.14% | — | $20.2万 | 900股 | $0 | 0股 | +900股 | 新买入 |
