 伯克希尔哈撒韦BRK.B |
| 17.26% | 17.35% | $2,507.1万 | 5.0万股 | $2,402.8万 | 5.0万股 | -39股-0.08% | 减仓 |
| IiShares安硕信托SGOV |
| 8.43% | 10.57% | $1,224.2万 | 12.2万股 | $1,463.8万 | 14.5万股 | -2.4万股-16.38% | 减仓 |
 谷歌AGOOGL |
| 4.11% | 3.47% | $596.9万 | 1.7万股 | $480.3万 | 1.7万股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托RSP |
| 3.67% | 3.39% | $533.6万 | 2.5万股 | $469.2万 | 2.4万股 | +631股+2.58% | 加仓 |
 Sixth Street Specialty Lending IncTSLX |
| 3.35% | 3.36% | $486.9万 | 28.4万股 | $464.7万 | 25.3万股 | +3.1万股+12.17% | 加仓 |
| AAB ACTIVE ETFSSYFI |
| 3.04% | 2.9% | $441.5万 | 12.4万股 | $402.0万 | 11.3万股 | +1.0万股+9.22% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 2.58% | 2.59% | $374.4万 | 5股 | $359.1万 | 5股 | 00.00% | 持仓不变 |
| S道富SPSM |
| 2.53% | 2.15% | $367.9万 | 6.4万股 | $297.4万 | 6.2万股 | +2,241股+3.64% | 加仓 |
 PATHWARD FINANCIAL COMCASH |
| 2.34% | 2.52% | $340.2万 | 3.9万股 | $348.7万 | 3.9万股 | 00.00% | 持仓不变 |
 好市多COST |
| 2.34% | 2.61% | $339.3万 | 3,627股 | $361.4万 | 3,627股 | 00.00% | 持仓不变 |
| B贝莱德·ETF TRUST IIBINC |
| 2.27% | 2.11% | $329.7万 | 6.3万股 | $291.5万 | 5.6万股 | +6,865股+12.23% | 加仓 |
| SST JOE COMPANYJOE |
| 1.85% | 1.96% | $269.1万 | 4.3万股 | $271.7万 | 4.3万股 | -300股-0.69% | 减仓 |
| IiShares安硕信托PFF |
| 1.84% | 1.92% | $266.6万 | 8.7万股 | $266.4万 | 8.8万股 | -438股-0.50% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.76% | 1.7% | $256.2万 | 1.3万股 | $235.8万 | 1.3万股 | +169股+1.32% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.72% | 1.59% | $249.3万 | 1.0万股 | $220.1万 | 1.0万股 | +131股+1.29% | 加仓 |
 雷神技术RTX |
| 1.71% | 1.82% | $247.8万 | 1.3万股 | $251.9万 | 1.3万股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.67% | 1.66% | $243.2万 | 2.9万股 | $229.2万 | 2.8万股 | +1,727股+6.23% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 1.65% | 1.48% | $239.6万 | 1.1万股 | $204.8万 | 1.1万股 | +242股+2.27% | 加仓 |
 艾伯维ABBV |
| 1.6% | 1.45% | $231.8万 | 9,212股 | $200.4万 | 9,212股 | 00.00% | 持仓不变 |
| PPIMCO太平洋投资管理ETFPYLD |
| 1.53% | 1.35% | $222.9万 | 8.4万股 | $186.8万 | 7.1万股 | +1.3万股+17.83% | 加仓 |
| V先锋领航·MIDVO |
| 1.5% | 1.38% | $218.1万 | 2.7万股 | $190.8万 | 6,644股 | +2.0万股+307.41% | 加仓 |
 强生JNJ |
| 1.48% | 1.5% | $215.2万 | 8,472股 | $207.1万 | 8,472股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 1.47% | 1.76% | $213.3万 | 1.9万股 | $243.6万 | 2.0万股 | -770股-3.93% | 减仓 |
 美国运通AXP |
| 1.46% | 1.37% | $211.7万 | 6,260股 | $189.4万 | 6,260股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 1.28% | 1.18% | $186.6万 | 5,280股 | $163.5万 | 5,700股 | -420股-7.37% | 减仓 |
 摩根大通JPM |
| 1.28% | 1.21% | $185.8万 | 5,677股 | $167.0万 | 5,677股 | 00.00% | 持仓不变 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 1.21% | 1.11% | $175.1万 | 1.5万股 | $153.8万 | 1.4万股 | +1,071股+7.48% | 加仓 |
 高盛GS |
| 1.18% | 1.04% | $171.5万 | 1,696股 | $143.5万 | 1,696股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 1.12% | 1.36% | $163.2万 | 6,039股 | $187.7万 | 6,039股 | 00.00% | 持仓不变 |
 嘉信理财SCHW |
| 1.07% | 1.14% | $155.4万 | 1.7万股 | $158.3万 | 1.7万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 1.05% | 1.1% | $153.2万 | 4,107股 | $152.0万 | 4,107股 | 00.00% | 持仓不变 |
 VisaV |
| 1.03% | 0.95% | $149.7万 | 4,362股 | $131.8万 | 4,362股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 1% | 1.11% | $144.9万 | 5,006股 | $153.4万 | 6,046股 | -1,040股-17.20% | 减仓 |
| SSKY HARBOUR GROUP CORPORATION COM CL ASKYH |
| 0.89% | 0.84% | $129.4万 | 13.1万股 | $117.0万 | 12.1万股 | +1.0万股+8.23% | 加仓 |
 亚马逊AMZN |
| 0.84% | 0.77% | $122.2万 | 5,129股 | $106.8万 | 5,129股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.82% | 1% | $119.0万 | 3,231股 | $139.0万 | 3,231股 | 00.00% | 持仓不变 |
 通用动力GD |
| 0.82% | 0.83% | $118.9万 | 3,357股 | $115.2万 | 3,357股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.77% | 0.71% | $112.2万 | 1,498股 | $97.9万 | 1,498股 | 00.00% | 持仓不变 |
 CSX铁路CSX |
| 0.76% | 0.69% | $110.3万 | 2.3万股 | $95.4万 | 2.3万股 | -40股-0.17% | 减仓 |
| IiShares安硕·10 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGLB |
| 0.74% | 0.77% | $107.5万 | 2.1万股 | $106.5万 | 2.1万股 | +15股+0.07% | 加仓 |
| FFirst Trust Large Cap Value Alphadex Fund Tr Lrg CP Val EtfFTA |
| 0.74% | 0.74% | $107.3万 | 1.1万股 | $103.1万 | 1.1万股 | -70股-0.63% | 减仓 |
| AALPS BARRON'S 400 ETFBFOR |
| 0.73% | 0.68% | $106.2万 | 1.1万股 | $93.8万 | 1.1万股 | -195股-1.73% | 减仓 |
| IiShares安硕信托HYBB |
| 0.61% | 0.63% | $88.3万 | 1.9万股 | $87.2万 | 1.9万股 | +125股+0.67% | 加仓 |
 LIQUIDIALQDA |
| 0.57% | 0.2% | $83.0万 | 1.0万股 | $28.0万 | 7,415股 | +3,000股+40.46% | 加仓 |
 英伟达NVDA |
| 0.48% | 0.44% | $69.8万 | 3,487股 | $61.1万 | 3,503股 | -16股-0.46% | 减仓 |
 BROWN & BROWN COMBRO |
| 0.43% | 0.23% | $62.2万 | 9,692股 | $32.1万 | 4,918股 | +4,774股+97.07% | 加仓 |
 雅培ABT |
| 0.41% | 0.59% | $60.0万 | 6,613股 | $81.1万 | 7,900股 | -1,287股-16.29% | 减仓 |
 可口可乐KO |
| 0.39% | 0.38% | $56.5万 | 6,957股 | $52.9万 | 6,957股 | 00.00% | 持仓不变 |
 NELNETNNI |
| 0.39% | 0.41% | $56.3万 | 4,223股 | $56.4万 | 4,373股 | -150股-3.43% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.39% | 0.36% | $56.1万 | 751股 | $49.2万 | 860股 | -109股-12.67% | 减仓 |
