 伯克希尔哈撒韦BRK.B |
| 5.6% | 5.9% | $1,310.6万 | 2.6万股 | $1,276.2万 | 2.7万股 | -441股-1.66% | 减仓 |
 苹果AAPL |
| 4% | 3.75% | $935.5万 | 3.2万股 | $809.9万 | 3.2万股 | +410股+1.29% | 加仓 |
 康宁GLW |
| 3.66% | 2.56% | $857.3万 | 3.4万股 | $552.9万 | 4.1万股 | -7,098股-17.46% | 减仓 |
 波音BA |
| 3.49% | 3.13% | $818.1万 | 3.8万股 | $676.0万 | 3.4万股 | +3,825股+11.26% | 加仓 |
 英伟达NVDA |
| 3.49% | 3.18% | $816.0万 | 4.1万股 | $688.3万 | 3.9万股 | +1,285股+3.26% | 加仓 |
 M/I HOMESMHO |
| 3.13% | 2.5% | $732.0万 | 4.6万股 | $540.3万 | 4.4万股 | +1,405股+3.18% | 加仓 |
 亚马逊AMZN |
| 3.08% | 3.25% | $720.3万 | 3.0万股 | $701.7万 | 3.4万股 | -3,472股-10.31% | 减仓 |
 台积电TSM |
| 2.94% | 2.31% | $688.7万 | 1.4万股 | $500.3万 | 1.5万股 | -397股-2.68% | 减仓 |
 史丹利百得SWK |
| 2.92% | 2.26% | $682.9万 | 7.2万股 | $488.8万 | 6.9万股 | +3,775股+5.49% | 加仓 |
 LYONDELLBASELL INDUSTRIES SHS - A -LYB |
| 2.67% | 4.45% | $624.3万 | 11.8万股 | $962.2万 | 11.9万股 | -875股-0.73% | 减仓 |
| EENERGY TRANSFER L PET |
| 2.55% | 2.77% | $596.0万 | 31.2万股 | $599.5万 | 31.1万股 | +1,084股+0.35% | 加仓 |
| BBECTON DICKINSON & COMBDX |
| 2.31% | 2.32% | $541.2万 | 3.6万股 | $501.0万 | 3.2万股 | +3,895股+12.24% | 加仓 |
 渤健BIIB |
| 2.28% | 2.09% | $534.1万 | 2.5万股 | $450.9万 | 2.5万股 | +125股+0.51% | 加仓 |
 VeevaVEEV |
| 2.16% | 2.07% | $506.7万 | 2.9万股 | $448.4万 | 2.6万股 | +3,025股+11.85% | 加仓 |
 安桥ENB |
| 2.12% | 2.32% | $497.3万 | 9.2万股 | $502.2万 | 9.3万股 | -1,041股-1.12% | 减仓 |
| V先锋领航指数基金VTV |
| 1.94% | 1.84% | $455.1万 | 2.1万股 | $398.8万 | 2.0万股 | +557股+2.74% | 加仓 |
 SMURFIT WESTROCK SHSSW |
| 1.87% | 1.59% | $437.3万 | 9.4万股 | $344.4万 | 8.6万股 | +8,112股+9.39% | 加仓 |
 谷歌AGOOGL |
| 1.84% | 1.71% | $431.3万 | 1.2万股 | $370.1万 | 1.3万股 | -809股-6.30% | 减仓 |
 GE VernovaGEV |
| 1.84% | 1.41% | $430.4万 | 3,657股 | $304.9万 | 3,489股 | +168股+4.82% | 加仓 |
 雅保ALB |
| 1.76% | 2.1% | $412.3万 | 3.0万股 | $454.4万 | 2.5万股 | +5,212股+20.62% | 加仓 |
 ADOBE COMADBE |
| 1.75% | 1.98% | $410.0万 | 2.0万股 | $428.4万 | 1.8万股 | +2,375股+13.48% | 加仓 |
 美敦力MDT |
| 1.73% | 1.88% | $405.7万 | 5.2万股 | $407.0万 | 4.7万股 | +4,876股+10.39% | 加仓 |
 PAYPAL COMPYPL |
| 1.71% | 1.9% | $399.4万 | 9.2万股 | $411.1万 | 9.1万股 | +1,597股+1.76% | 加仓 |
| G通用动力VTI |
| 1.71% | 0.92% | $399.3万 | 1.1万股 | $199.2万 | 6,205股 | +4,581股+73.83% | 加仓 |
 杜克能源DUK |
| 1.65% | 1.8% | $386.7万 | 3.1万股 | $388.3万 | 3.0万股 | +895股+3.02% | 加仓 |
 VENTAS COMVTR |
| 1.63% | 1.64% | $381.0万 | 4.3万股 | $354.9万 | 4.3万股 | -509股-1.17% | 减仓 |
| V先锋领航指数基金VB |
| 1.62% | 1.56% | $379.9万 | 1.3万股 | $337.5万 | 1.3万股 | -348股-2.70% | 减仓 |
 KRAFT HEINZ COMKHC |
| 1.62% | 1.53% | $379.3万 | 16.1万股 | $330.8万 | 14.7万股 | +1.4万股+9.18% | 加仓 |
 微软MSFT |
| 1.46% | 1.53% | $341.8万 | 9,132股 | $330.9万 | 8,915股 | +217股+2.43% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 1.34% | 1.69% | $314.8万 | 2.5万股 | $366.1万 | 2.6万股 | -1,353股-5.16% | 减仓 |
 辉瑞PFE |
| 1.28% | 1.55% | $299.6万 | 12.4万股 | $334.9万 | 11.9万股 | +5,140股+4.31% | 加仓 |
 KINDER MORGAN DEL COMKMI |
| 1.15% | 1.3% | $269.9万 | 8.4万股 | $281.3万 | 8.4万股 | +538股+0.64% | 加仓 |
| O宏盟集团OMC |
| 0.99% | 1.11% | $230.9万 | 3.2万股 | $240.2万 | 3.2万股 | -191股-0.60% | 减仓 |
 HealthpeakDOC |
| 0.97% | 0.61% | $227.8万 | 10.6万股 | $131.9万 | 8.0万股 | +2.6万股+32.59% | 加仓 |
 默沙东MRK |
| 0.97% | 0.98% | $226.9万 | 1.8万股 | $211.3万 | 1.8万股 | +97股+0.55% | 加仓 |
 雷神技术RTX |
| 0.94% | 1.03% | $220.9万 | 1.2万股 | $221.8万 | 1.1万股 | +147股+1.28% | 加仓 |
| V先锋领航指数基金VOO |
| 0.81% | 0.82% | $189.9万 | 2,760股 | $177.1万 | 2,960股 | -200股-6.76% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.78% | 0.8% | $183.4万 | 7,743股 | $173.6万 | 8,065股 | -322股-3.99% | 减仓 |
 万豪MAR |
| 0.74% | 0.85% | $174.2万 | 4,701股 | $183.2万 | 5,600股 | -899股-16.05% | 减仓 |
| WWISDOMTREE U.S. SMALLCAP DIVIDEND FUNDDES |
| 0.71% | 0.69% | $165.4万 | 4.1万股 | $148.5万 | 4.1万股 | -658股-1.59% | 减仓 |
 THOR INDSTHO |
| 0.59% | 0.56% | $137.1万 | 1.8万股 | $121.1万 | 1.5万股 | +3,069股+20.26% | 加仓 |
 TOWNEBANK PORTSMOUTH VATOWN |
| 0.56% | 0.55% | $131.5万 | 3.6万股 | $118.8万 | 3.5万股 | +994股+2.82% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.56% | 0.39% | $130.8万 | 5,177股 | $85.3万 | 4,695股 | +482股+10.27% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.54% | 0.51% | $125.9万 | 1.5万股 | $110.4万 | 1.4万股 | +412股+2.88% | 加仓 |
 HERSHEY COMHSY |
| 0.53% | 0.51% | $124.7万 | 7,092股 | $110.7万 | 5,307股 | +1,785股+33.63% | 加仓 |
 埃克森美孚XOM |
| 0.53% | 0.73% | $123.5万 | 9,028股 | $158.2万 | 9,317股 | -289股-3.10% | 减仓 |
 通用动力GD |
| 0.52% | 0.54% | $122.1万 | 3,432股 | $115.7万 | 3,362股 | +70股+2.08% | 加仓 |
 GENERAL MILLS COMGIS |
| 0.49% | 0.46% | $113.7万 | 3.3万股 | $98.7万 | 2.6万股 | +6,157股+23.24% | 加仓 |
 强生JNJ |
| 0.48% | 0.53% | $113.1万 | 4,447股 | $113.9万 | 4,654股 | -207股-4.45% | 减仓 |
 摩根大通JPM |
| 0.48% | 0.46% | $112.9万 | 3,437股 | $100.1万 | 3,394股 | +43股+1.27% | 加仓 |
