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 | 11.94% | — | +0.36% | |
| 2 | ✓ | Howard Hughes Corp | 股票-其他 | 5.76% | — | +5.50% | |
| 3 | ✓ | Medtronic plc | 股票-其他 | 5.37% | — | +1.10% | |
| 4 | ✓ | WisdomTree Physical AI, Humanoids, and Drones Fund | 股票-其他 | 5.35% | — | -0.30% | |
| 5 | MKL | Markel Group INC | 股票-金融 | 5.05% | — | -0.36% | |
| 6 | DDS | Dillards Inc-cl A | 股票-其他 | 4.87% | — | -0.44% | |
| 7 | ✓ | Yahoo INC | 股票-其他 | 4.75% | — | +1.32% | |
| 8 | AIG | American International Group | 股票-金融 | 4.46% | — | +0.00% | |
| 9 | HRSEUR | L3harris Technologies INC | 股票-其他 | 4.41% | — | +0.17% | |
| 10 | BAC | Bank Of America CORP | 股票-金融 | 4.18% | — | +1.06% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 4.07% | — | -22.58% | |
| 12 | ✓ | Cisco Systems, Inc. | 股票-其他 | 3.96% | — | -0.32% | |
| 13 | ✓ | AbbVie Inc. | 股票-其他 | 3.51% | — | +41.63% | |
| 14 | GLW | Corning INC | 股票-科技 | 2.94% | — | -37.68% | |
| 15 | AAPL | Apple INC | 股票-科技 | 2.77% | — | -0.96% | |
| 16 | GVAL | Cambria Global Value ETF | ETF-其他 | 2.62% | — | +2.10% | |
| 17 | ✓ | Leucadia Natl CORP | 股票-其他 | 2.54% | — | +0.51% | |
| 18 | ✓ | Vodafone Group PLC New Fsponsored Adr 1 Adr Reps 10 Ord Shs | 股票-其他 | 2.53% | — | +1.07% | |
| 19 | ✓ | SPDR Gold Shares | 股票-其他 | 2.51% | — | -0.45% | |
| 20 | ✓ | Hcp INC | 股票-其他 | 2.26% | — | +1.33% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 2.10% | — | -0.25% | |
| 22 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.95% | — | -0.54% | |
| 23 | ✓ | Alphabet Inc. | 股票-其他 | 1.79% | — | -0.92% | |
| 24 | ✓ | Alphabet Inc. | 股票-其他 | 1.76% | — | +0.49% | |
| 25 | ✓ | Big 5 Sporting Goods CORP | 股票-其他 | 1.41% | — | -0.39% | |
| 26 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.41% | — | — | |
| 27 | YUSD | Alleghany CORP | 股票-其他 | 0.68% | — | — | |
| 28 | ✓ | Global X ETF Superdividend ETF | ETF-其他 | 0.45% | — | -1.28% | |
| 29 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.43% | — | — | |
| 30 | ✓ | Lands End Inc | 股票-其他 | 0.42% | — | -0.63% | |
| 31 | ✓ | Tesla, Inc. | 股票-其他 | 0.36% | — | +38.66% | |
| 32 | ✓ | Linkedin Corp Cl A | 股票-其他 | 0.31% | — | — | |
| 33 | ARAY | Accuray INC | 股票-其他 | 0.28% | — | — | |
| 34 | ✓ | Spdr Series Trust | 股票-其他 | 0.25% | — | +30.91% | |
| 35 | ✓ | Solar Sr Cap LTD | 股票-其他 | 0.25% | — | -1.63% | |
| 36 | ✓ | Ishares Core 1 To 5 Year Usd B | 股票-其他 | 0.18% | — | — | |
| 37 | ✓ | Crimson Wine | 股票-其他 | 0.11% | — | -0.53% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | Howard Hughes Corp | +1.2% | +5.50% | 加仓 |
| 2 | ✓ | AbbVie Inc. | +0.8% | +41.63% | 加仓 |
| 3 | ✓ | WisdomTree Physical AI, Humanoids, and Drones Fund | +0.6% | -0.30% | 减仓 |
| 4 | MKL | Markel Group INC | +0.6% | -0.36% | 减仓 |
| 5 | ✓ | Medtronic plc | +0.5% | +1.10% | 加仓 |
| 6 | HRSEUR | L3harris Technologies INC | +0.4% | +0.17% | 加仓 |
| 7 | DDS | Dillards Inc-cl A | +0.4% | -0.44% | 减仓 |
| 8 | AAPL | Apple INC | +0.3% | -0.96% | 减仓 |
| 9 | GVAL | Cambria Global Value ETF | +0.1% | +2.10% | 加仓 |
| 10 | ✓ | Alphabet Inc. | +0.1% | +0.49% | 加仓 |
| 11 | ✓ | Alphabet Inc. | +0.1% | -0.92% | 减仓 |
| 12 | ✓ | Spdr Series Trust | +0.1% | +30.91% | 加仓 |
| 13 | ✓ | Tesla, Inc. | +0.1% | +38.66% | 加仓 |
| 14 | ARAY | Accuray INC | +0.1% | — | 不变 |
| 15 | ABT | Abbott Laboratories | +0.1% | -0.54% | 减仓 |
| 16 | ✓ | Linkedin Corp Cl A | 0% | — | 不变 |
| 17 | ✓ | Solar Sr Cap LTD | 0% | -1.63% | 减仓 |
| 18 | ✓ | SPDR Gold Shares | 0% | -0.45% | 减仓 |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | — | 不变 |
| 20 | ✓ | Leucadia Natl CORP | 0% | +0.51% | 加仓 |
| 21 | IGIB | Ishares 5-10y Inv Grade CORP | — | — | 不变 |
| 22 | ✓ | Ishares Core 1 To 5 Year Usd B | — | — | 不变 |
| 23 | ✓ | Hcp INC | 0% | +1.33% | 加仓 |
| 24 | ✓ | Crimson Wine | 0% | -0.53% | 减仓 |
| 25 | ✓ | Global X ETF Superdividend ETF | 0% | -1.28% | 减仓 |
| 26 | ✓ | Cisco Systems, Inc. | 0% | -0.32% | 减仓 |
| 27 | AIG | American International Group | -0.1% | +0.00% | 加仓 |
| 28 | ✓ | Vodafone Group PLC New Fsponsored Adr 1 Adr Reps 10 Ord Shs | -0.1% | +1.07% | 加仓 |
| 29 | CVX | Chevron CORP | -0.1% | -0.25% | 减仓 |
| 30 | ✓ | Big 5 Sporting Goods CORP | -0.2% | -0.39% | 减仓 |
| 31 | ✓ | Lands End Inc | -0.2% | -0.63% | 减仓 |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | +0.36% | 加仓 |
| 33 | ✓ | Yahoo INC | -0.6% | +1.32% | 加仓 |
| 34 | BAC | Bank Of America CORP | -0.6% | +1.06% | 加仓 |
| 35 | GLW | Corning INC | -1.8% | -37.68% | 减仓 |
| 36 | MSFT | Microsoft CORP | -1.9% | -22.58% | 减仓 |
| 37 | YUSD | Alleghany CORP | — | NEW | 新建仓 |