 伯克希尔哈撒韦BRK.B |
| 7.25% | 6.81% | $697.6万 | 1.4万股 | $668.4万 | 1.4万股 | -7股-0.05% | 减仓 |
 Markel Group Inc.MKL |
| 5.21% | 5.01% | $501.3万 | 2,567股 | $492.1万 | 2,571股 | -4股-0.16% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 5.2% | 4.6% | $500.2万 | 2.4万股 | $451.5万 | 2.4万股 | -15股-0.06% | 减仓 |
 谷歌AGOOGL |
| 4.76% | 6.3% | $458.1万 | 1.3万股 | $618.8万 | 2.2万股 | -8,699股-40.42% | 减仓 |
 DOLLAR GEN NEWDG |
| 4.69% | 4.74% | $450.8万 | 3.9万股 | $465.0万 | 3.9万股 | -5股-0.01% | 减仓 |
 万事达MA |
| 4.03% | 3.85% | $387.7万 | 7,548股 | $377.7万 | 7,560股 | -12股-0.16% | 减仓 |
 埃克森美孚XOM |
| 4% | 4.88% | $385.1万 | 2.8万股 | $479.6万 | 2.8万股 | -100股-0.35% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 3.83% | 3.43% | $368.4万 | 1.2万股 | $336.7万 | 1.2万股 | -20股-0.17% | 减仓 |
 PROGRESSIVEPGR |
| 3.57% | 3.17% | $343.1万 | 1.6万股 | $311.4万 | 1.6万股 | 00.00% | 持仓不变 |
 嘉信理财SCHW |
| 3.51% | 3.5% | $337.4万 | 3.7万股 | $344.1万 | 3.7万股 | -40股-0.11% | 减仓 |
 亚马逊AMZN |
| 3.48% | 3.98% | $334.5万 | 1.4万股 | $391.1万 | 1.9万股 | -4,744股-25.26% | 减仓 |
 RESTAURANT BRANDS INTLQSR |
| 3.48% | 3.47% | $334.3万 | 4.6万股 | $340.8万 | 4.6万股 | -15股-0.03% | 减仓 |
 迪士尼DIS |
| 3.48% | 3.41% | $334.2万 | 3.5万股 | $334.8万 | 3.5万股 | -10股-0.03% | 减仓 |
 HERSHEY COMHSY |
| 3.34% | 3.87% | $320.9万 | 1.8万股 | $379.8万 | 1.8万股 | +20股+0.11% | 加仓 |
 苹果AAPL |
| 3.25% | 3.47% | $312.8万 | 1.1万股 | $340.5万 | 1.3万股 | -2,608股-19.44% | 减仓 |
 穆迪MCO |
| 3.11% | 2.94% | $299.3万 | 6,608股 | $288.4万 | 6,611股 | -3股-0.05% | 减仓 |
 联合健康UNH |
| 2.94% | 1.87% | $283.0万 | 6,808股 | $184.1万 | 6,804股 | +4股+0.06% | 加仓 |
 U HAUL HOLDINGSCL |
| 2.93% | 2.23% | $282.0万 | 4.9万股 | $218.9万 | 4.9万股 | -132股-0.27% | 减仓 |
 HCA医疗HCA |
| 2.79% | — | $268.6万 | 6,889股 | $0 | 0股 | +6,889股 | 新买入 |
 西方石油OXY |
| 2.78% | 3.64% | $267.2万 | 5.5万股 | $357.4万 | 5.5万股 | +25股+0.05% | 加仓 |
 Meta平台META |
| 2.64% | 2.63% | $254.0万 | 4,510股 | $258.1万 | 4,512股 | -2股-0.04% | 减仓 |
| V先锋领航STAR基金VXUS |
| 2.6% | 2.3% | $249.9万 | 2.9万股 | $225.4万 | 2.9万股 | 00.00% | 持仓不变 |
 达美乐披萨DPZ |
| 2.51% | 2.97% | $241.1万 | 8,144股 | $292.1万 | 8,142股 | +2股+0.02% | 加仓 |
| IiShares安硕信托IEFA |
| 2.49% | 2.29% | $239.7万 | 2.5万股 | $224.6万 | 2.5万股 | +5股+0.02% | 加仓 |
 美国运通AXP |
| 2.27% | 1.98% | $218.0万 | 6,444股 | $194.9万 | 6,444股 | 00.00% | 持仓不变 |
 星巴克SBUX |
| 2.12% | 3.38% | $204.1万 | 2.0万股 | $332.0万 | 3.7万股 | -1.7万股-46.09% | 减仓 |
 LENNARLEN |
| 2.11% | 1.9% | $202.5万 | 2.3万股 | $186.2万 | 2.3万股 | +10股+0.04% | 加仓 |
 耐克NKE |
| 2.04% | 2.57% | $195.9万 | 4.8万股 | $251.9万 | 4.8万股 | +30股+0.06% | 加仓 |
 微软MSFT |
| 2.01% | 0.93% | $193.3万 | 5,181股 | $91.8万 | 2,480股 | +2,701股+108.91% | 加仓 |
 Elevance健康ELV |
| 1.31% | 0.97% | $126.3万 | 3,265股 | $94.9万 | 3,242股 | +23股+0.71% | 加仓 |
| W富国银行WFC |
| 0.26% | 0.22% | $25.3万 | 219股 | $21.6万 | 187股 | +32股+17.11% | 加仓 |
