“稳健价值投资，分散持仓长期复利”
| 代码 | 数量 | 成本 | 现价 | 市值 | 占比 |
|---|---|---|---|---|---|
| BKR | 2,619 | $59.15 | $57.58 | $150,802 | 14.7% |
| CPRT | 5,061 | $29.48 | $28.59 | $144,694 | 14.1% |
| CMCSA | 3,746 | $22.43 | $23.19 | $86,870 | 8.5% |
| KHC | 3,448 | $22.82 | $24.92 | $85,924 | 8.4% |
| PYPL | 1,901 | $42.51 | $44.53 | $84,652 | 8.3% |
| GEHC | 1,308 | $61.59 | $64.68 | $84,601 | 8.3% |
| EXC | 1,755 | $45.81 | $47.28 | $82,976 | 8.1% |
| 日期 | 方向 | 代码 | 数量 | 价格 | 盈亏 |
|---|---|---|---|---|---|
| 2026-06-29 | 卖出 | CHTR | 1,346 | $133.64 | +$10,902.60 |
| 2026-06-22 | 买入 | CPRT | 5,061 | $29.48 | — |
| 2026-06-22 | 买入 | BKR | 2,619 | $59.15 | — |
| 2026-06-22 | 买入 | CHTR | 1,346 | $125.54 | — |
| 2026-06-18 | 买入 | EXC | 1,755 | $45.81 | — |
| 2026-06-18 | 买入 | GEHC | 1,308 | $61.59 | — |
| 2026-06-18 | 买入 | KHC | 3,448 | $22.82 | — |
| 2026-06-18 | 买入 | PYPL | 1,901 | $42.51 | — |
| 2026-06-18 | 买入 | CMCSA | 3,746 | $22.43 | — |