CIK: 0001279708
申报总市值
US$1.9亿
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 11.05% | — | +1.84% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.66% | — | -1.27% | |
| 3 | ✓ | Howard Hughes Corp | 股票-其他 | 5.37% | — | +1.08% | |
| 4 | ✓ | Yahoo INC | 股票-其他 | 5.03% | — | — | |
| 5 | GLW | Corning INC | 股票-科技 | 4.97% | — | — | |
| 6 | BAC | Bank Of America CORP | 股票-金融 | 4.50% | — | +1.81% | |
| 7 | ✓ | Medtronic plc | 股票-其他 | 4.45% | — | -1.69% | |
| 8 | AIG | American International Group | 股票-金融 | 4.35% | — | +1.71% | |
| 9 | HRSEUR | L3harris Technologies INC | 股票-其他 | 4.24% | — | -31.51% | |
| 10 | MKL | Markel Group INC | 股票-金融 | 4.03% | — | +0.01% | |
| 11 | ✓ | Alphabet Inc. | 股票-其他 | 3.89% | — | -26.27% | |
| 12 | DDS | Dillards Inc-cl A | 股票-其他 | 3.65% | — | — | |
| 13 | ✓ | Leucadia Natl CORP | 股票-其他 | 3.50% | — | — | |
| 14 | ✓ | Cisco Systems, Inc. | 股票-其他 | 3.47% | — | +0.00% | |
| 15 | ✓ | WisdomTree Physical AI, Humanoids, and Drones Fund | 股票-其他 | 3.38% | — | — | |
| 16 | ✓ | SPDR Gold Shares | 股票-其他 | 3.08% | — | -1.15% | |
| 17 | ✓ | Vodafone Group PLC New Fsponsored Adr 1 Adr Reps 10 Ord Shs | 股票-其他 | 3.04% | — | -45.37% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 2.50% | — | -2.10% | |
| 19 | ✓ | AbbVie Inc. | 股票-其他 | 2.34% | — | -1.17% | |
| 20 | ✓ | Vaneck Vectors Gold Miners ETF | ETF-避险与商品 | 2.18% | — | — | |
| 21 | ✓ | Hcp INC | 股票-其他 | 2.10% | — | -0.54% | |
| 22 | SHLDEUR | Sears Holdings CORP | 股票-其他 | 1.99% | — | +0.03% | |
| 23 | ✓ | Verizon Communications Inc. | 股票-其他 | 1.94% | — | — | |
| 24 | AAPL | Apple INC | 股票-科技 | 1.85% | — | -2.34% | |
| 25 | ✓ | Big 5 Sporting Goods CORP | 股票-其他 | 1.85% | — | — | |
| 26 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.75% | — | -1.17% | |
| 27 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.48% | — | — | |
| 28 | ✓ | Global X ETF Superdividend ETF | ETF-其他 | 0.54% | — | -8.94% | |
| 29 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.48% | — | — | |
| 30 | ARAY | Accuray INC | 股票-其他 | 0.36% | — | — | |
| 31 | ✓ | Tesla, Inc. | 股票-其他 | 0.30% | — | -3.72% | |
| 32 | ✓ | Solar Sr Cap LTD | 股票-其他 | 0.29% | — | — | |
| 33 | ✓ | Linkedin Corp Cl A | 股票-其他 | 0.24% | — | — | |
| 34 | ✓ | Crimson Wine | 股票-其他 | 0.11% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | Howard Hughes Corp | +0.9% | +1.08% | 加仓 |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +0.8% | +1.84% | 加仓 |
| 3 | GLW | Corning INC | +0.7% | — | 不变 |
| 4 | BAC | Bank Of America CORP | +0.5% | +1.81% | 加仓 |
| 5 | MSFT | Microsoft CORP | +0.5% | -1.27% | 减仓 |
| 6 | ✓ | Medtronic plc | +0.3% | -1.69% | 减仓 |
| 7 | ✓ | SPDR Gold Shares | +0.2% | -1.15% | 减仓 |
| 8 | ✓ | Hcp INC | +0.1% | -0.54% | 减仓 |
| 9 | MKL | Markel Group INC | +0.1% | +0.01% | 加仓 |
| 10 | ✓ | Tesla, Inc. | +0.1% | -3.72% | 减仓 |
| 11 | ARAY | Accuray INC | 0% | — | 不变 |
| 12 | ✓ | Cisco Systems, Inc. | 0% | +0.00% | 加仓 |
| 13 | AIG | American International Group | 0% | +1.71% | 加仓 |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | — | 不变 |
| 15 | ABT | Abbott Laboratories | — | -1.17% | 减仓 |
| 16 | IGIB | Ishares 5-10y Inv Grade CORP | — | — | 不变 |
| 17 | ✓ | Crimson Wine | — | — | 不变 |
| 18 | ✓ | Leucadia Natl CORP | 0% | — | 不变 |
| 19 | ✓ | Global X ETF Superdividend ETF | 0% | -8.94% | 减仓 |
| 20 | ✓ | Solar Sr Cap LTD | 0% | — | 不变 |
| 21 | SHLDEUR | Sears Holdings CORP | 0% | +0.03% | 加仓 |
| 22 | ✓ | Linkedin Corp Cl A | 0% | — | 不变 |
| 23 | ✓ | AbbVie Inc. | -0.1% | -1.17% | 减仓 |
| 24 | AAPL | Apple INC | -0.1% | -2.34% | 减仓 |
| 25 | DDS | Dillards Inc-cl A | -0.2% | — | 不变 |
| 26 | CVX | Chevron CORP | -0.2% | -2.10% | 减仓 |
| 27 | ✓ | Big 5 Sporting Goods CORP | -0.4% | — | 不变 |
| 28 | ✓ | Yahoo INC | -0.6% | — | 不变 |
| 29 | ✓ | Alphabet Inc. | -1.4% | -26.27% | 减仓 |
| 30 | HRSEUR | L3harris Technologies INC | -1.6% | -31.51% | 减仓 |
| 31 | ✓ | Vodafone Group PLC New Fsponsored Adr 1 Adr Reps 10 Ord Shs | -2.9% | -45.37% | 减仓 |
| 32 | ✓ | WisdomTree Physical AI, Humanoids, and Drones Fund | — | NEW | 新建仓 |
| 33 | ✓ | General Growth Pptys INC New | — | EXIT | 清仓 |
| 34 | ✓ | Vaneck Vectors Gold Miners ETF | — | NEW | 新建仓 |
| 35 | ✓ | — | EXIT | 清仓 | |
| 36 | ✓ | Verizon Communications Inc. | — | NEW | 新建仓 |