 苹果AAPL |
| 16.9% | 16.86% | $4,155.9万 | 14.4万股 | $3,645.0万 | 14.4万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 13.4% | 14.62% | $3,294.9万 | 44股 | $3,159.8万 | 44股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 7% | 6.41% | $1,721.0万 | 4.8万股 | $1,384.8万 | 4.8万股 | 00.00% | 持仓不变 |
| FFASTENAL COMFAST |
| 6.62% | 7.27% | $1,626.9万 | 33.9万股 | $1,571.7万 | 33.9万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 5.64% | 5.28% | $1,387.1万 | 1.9万股 | $1,142.0万 | 1.7万股 | +1,039股+5.94% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 4.01% | 3.7% | $985.4万 | 2.8万股 | $800.1万 | 2.8万股 | 00.00% | 持仓不变 |
 VisaV |
| 3.98% | 3.99% | $978.0万 | 2.9万股 | $861.6万 | 2.9万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 3.66% | 3.63% | $900.9万 | 4.5万股 | $784.6万 | 4.5万股 | +38股+0.08% | 加仓 |
 BOOKING COMBKNG |
| 3.56% | 3.83% | $876.0万 | 4.9万股 | $827.7万 | 1,966股 | +4.7万股+2,400.00% | 加仓 |
| Q高通QCOM |
| 2.71% | 2.15% | $665.7万 | 3.6万股 | $463.9万 | 3.6万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 2.58% | 0.86% | $634.1万 | 5,493股 | $185.6万 | 5,493股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 2.15% | 0.86% | $529.2万 | 9,109股 | $185.3万 | 9,109股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 1.72% | 1.71% | $422.8万 | 1.8万股 | $368.9万 | 1.8万股 | +30股+0.17% | 加仓 |
 ROSS STORES COMROST |
| 1.49% | 1.73% | $367.3万 | 1.7万股 | $373.8万 | 1.7万股 | 00.00% | 持仓不变 |
 HEICOHEI |
| 1.44% | 1.26% | $353.4万 | 9,922股 | $272.1万 | 9,922股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 1.05% | 1.32% | $259.2万 | 2.3万股 | $284.4万 | 2.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IBMP |
| 1.02% | 1.14% | $250.6万 | 9.9万股 | $245.8万 | 9.7万股 | +1,950股+2.02% | 加仓 |
 优步UBER |
| 0.97% | 1.09% | $237.6万 | 3.3万股 | $234.8万 | 3.3万股 | +275股+0.84% | 加仓 |
 PALO ALTOPANW |
| 0.94% | 0.5% | $231.7万 | 6,793股 | $108.9万 | 6,793股 | 00.00% | 持仓不变 |
 标普全球SPGI |
| 0.87% | 1.02% | $212.8万 | 5,224股 | $221.4万 | 5,205股 | +19股+0.37% | 加仓 |
| RRB GLOBALRBA |
| 0.84% | 0.79% | $207.0万 | 1.8万股 | $170.4万 | 1.8万股 | 00.00% | 持仓不变 |
 VERISK ANALYTICS COMVRSK |
| 0.77% | 0.92% | $188.9万 | 1.1万股 | $199.6万 | 1.1万股 | 00.00% | 持仓不变 |
 VeevaVEEV |
| 0.76% | 0.85% | $185.8万 | 1.0万股 | $183.9万 | 1.0万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.72% | 0.8% | $177.3万 | 4,753股 | $173.4万 | 4,683股 | +70股+1.49% | 加仓 |
 联合包裹UPSUPS |
| 0.65% | 0.68% | $160.3万 | 1.5万股 | $146.7万 | 1.5万股 | 00.00% | 持仓不变 |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 0.62% | 1.12% | $153.1万 | 4.0万股 | $242.5万 | 4.0万股 | 00.00% | 持仓不变 |
 GRAND CANYON EDLOPE |
| 0.6% | 0.82% | $148.6万 | 1.0万股 | $176.6万 | 1.0万股 | 00.00% | 持仓不变 |
 BIO-TECHNETECH |
| 0.6% | 0.51% | $148.4万 | 2.1万股 | $109.8万 | 2.1万股 | 00.00% | 持仓不变 |
 嘉信理财SCHW |
| 0.58% | 0.66% | $142.5万 | 1.5万股 | $141.7万 | 1.5万股 | +366股+2.43% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.55% | 0.54% | $134.4万 | 1,800股 | $117.1万 | 1,800股 | 00.00% | 持仓不变 |
 TRACTOR SUPPLY COMTSCO |
| 0.54% | 0.88% | $133.5万 | 4.2万股 | $191.3万 | 4.2万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.47% | 0.48% | $114.6万 | 3,502股 | $103.0万 | 3,502股 | 00.00% | 持仓不变 |
| RROLLINS COMROL |
| 0.46% | 0.67% | $113.4万 | 2.7万股 | $145.1万 | 2.7万股 | 00.00% | 持仓不变 |
 贝莱德·INC COMBLK |
| 0.44% | 0.5% | $109.0万 | 1,134股 | $109.1万 | 1,134股 | 00.00% | 持仓不变 |
| IiShares安硕信托IBMO |
| 0.4% | 0.43% | $99.0万 | 3.9万股 | $93.9万 | 3.7万股 | +1,950股+5.32% | 加仓 |
 AMERICAN TOWER COMAMT |
| 0.4% | 0.48% | $98.4万 | 6,015股 | $103.8万 | 6,015股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.39% | 0.48% | $97.1万 | 1,038股 | $103.4万 | 1,038股 | 00.00% | 持仓不变 |
| IiShares安硕信托GVI |
| 0.36% | 0.41% | $89.4万 | 8,400股 | $89.5万 | 8,400股 | 00.00% | 持仓不变 |
| IiShares安硕信托EMB |
| 0.35% | 0.39% | $86.8万 | 9,000股 | $84.5万 | 9,000股 | 00.00% | 持仓不变 |
 COPART COMCPRT |
| 0.35% | 0.46% | $85.1万 | 3.0万股 | $100.2万 | 3.0万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.33% | 0.28% | $80.7万 | 5,441股 | $59.7万 | 4,800股 | +641股+13.35% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.31% | 0.29% | $75.3万 | 2,506股 | $62.1万 | 2,506股 | 00.00% | 持仓不变 |
 新思科技SNPS |
| 0.31% | 0.31% | $75.1万 | 1,683股 | $66.7万 | 1,683股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.29% | 0.29% | $70.3万 | 6,376股 | $62.0万 | 6,376股 | 00.00% | 持仓不变 |
| CCOGNEXCGNX |
| 0.29% | 0.22% | $70.2万 | 9,694股 | $47.5万 | 9,694股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 0.28% | 0.15% | $67.7万 | 936股 | $32.0万 | 936股 | 00.00% | 持仓不变 |
| IiShares安硕信托AGG |
| 0.27% | 0.31% | $67.1万 | 6,784股 | $67.3万 | 6,784股 | 00.00% | 持仓不变 |
 摩托罗拉解决方案MSI |
| 0.27% | 0.32% | $67.1万 | 1,615股 | $70.1万 | 1,615股 | 00.00% | 持仓不变 |
 马拉松石油MPC |
| 0.27% | 0.29% | $65.6万 | 2,565股 | $62.6万 | 2,565股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 0.26% | 0.22% | $64.1万 | 546股 | $47.7万 | 546股 | 00.00% | 持仓不变 |
