 伯克希尔哈撒韦BRK.B |
| 13.07% | 13.1% | $1.07亿 | 21.3万股 | $1.03亿 | 21.5万股 | -2,343股-1.09% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 6.4% | 5.55% | $5,220.3万 | 14.8万股 | $4,373.2万 | 15.2万股 | -4,705股-3.09% | 减仓 |
 WELLS FARGO NEWWFC |
| 6.23% | 6.56% | $5,084.8万 | 61.5万股 | $5,168.9万 | 64.9万股 | -3.4万股-5.24% | 减仓 |
 美国运通AXP |
| 5.78% | 5.5% | $4,719.6万 | 14.0万股 | $4,337.7万 | 14.3万股 | -3,875股-2.70% | 减仓 |
 Meta平台META |
| 5.33% | 5.69% | $4,349.4万 | 7.7万股 | $4,484.3万 | 7.8万股 | -1,165股-1.49% | 减仓 |
 摩根大通JPM |
| 4.41% | 4.17% | $3,597.8万 | 11.0万股 | $3,283.2万 | 11.2万股 | -1,700股-1.52% | 减仓 |
| SSPX TECHNOLOGIESSPXC |
| 3.54% | 3.04% | $2,891.9万 | 11.8万股 | $2,398.3万 | 12.0万股 | -1,995股-1.66% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 3.36% | 2.63% | $2,737.9万 | 7.3万股 | $2,075.4万 | 7.4万股 | -1,375股-1.86% | 减仓 |
 埃克森美孚XOM |
| 3.31% | 4.33% | $2,701.8万 | 19.8万股 | $3,412.9万 | 20.1万股 | -3,550股-1.76% | 减仓 |
 SENSATA TECHNOLOGIES PLST |
| 3.27% | 2.63% | $2,668.5万 | 55.9万股 | $2,069.6万 | 58.8万股 | -2.9万股-4.88% | 减仓 |
 万事达MA |
| 3.07% | 3.14% | $2,506.9万 | 4.9万股 | $2,473.8万 | 5.0万股 | -700股-1.41% | 减仓 |
| S嘉信策略信托SCHF |
| 2.15% | 1.99% | $1,751.7万 | 63.2万股 | $1,565.1万 | 63.2万股 | 00.00% | 持仓不变 |
 LoewsL |
| 2.14% | 2.15% | $1,746.3万 | 15.4万股 | $1,692.6万 | 15.9万股 | -4,325股-2.73% | 减仓 |
| AAGCOAGCO |
| 2.13% | 2.21% | $1,740.9万 | 14.5万股 | $1,741.9万 | 15.0万股 | -4,900股-3.26% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.94% | 1.82% | $1,581.6万 | 26.5万股 | $1,432.1万 | 26.5万股 | 00.00% | 持仓不变 |
 GENTEXGNTX |
| 1.92% | 1.72% | $1,570.0万 | 62.1万股 | $1,357.5万 | 62.1万股 | 00.00% | 持仓不变 |
 威瑞森VZ |
| 1.92% | 2.37% | $1,562.6万 | 36.9万股 | $1,870.5万 | 37.3万股 | -3,550股-0.95% | 减仓 |
 Phillips 66PSX |
| 1.86% | 2.12% | $1,517.9万 | 9.0万股 | $1,668.1万 | 9.2万股 | -1,775股-1.94% | 减仓 |
 可口可乐KO |
| 1.84% | 1.88% | $1,502.8万 | 18.5万股 | $1,480.5万 | 19.5万股 | -9,750股-5.01% | 减仓 |
 XOMETRYXMTR |
| 1.79% | 0.78% | $1,458.7万 | 15.1万股 | $617.2万 | 15.1万股 | 00.00% | 持仓不变 |
 辉瑞PFE |
| 1.56% | 1.94% | $1,275.6万 | 53.0万股 | $1,527.1万 | 54.4万股 | -1.4万股-2.59% | 减仓 |
 MCKESSON COMMCK |
| 1.48% | 1.76% | $1,209.0万 | 1.6万股 | $1,384.6万 | 1.6万股 | 00.00% | 持仓不变 |
| MMERITAGE HOMESMTH |
| 1.46% | — | $1,194.2万 | 14.2万股 | $0 | 0股 | +14.2万股 | 新买入 |
 西方石油OXY |
| 1.46% | 2.03% | $1,193.2万 | 24.6万股 | $1,603.0万 | 24.7万股 | -950股-0.39% | 减仓 |
 斯伦贝谢SLB |
| 1.45% | 1.68% | $1,185.9万 | 25.5万股 | $1,325.7万 | 25.8万股 | -2,875股-1.11% | 减仓 |
 埃森哲ACN |
| 1.37% | 2.3% | $1,120.3万 | 9.0万股 | $1,812.4万 | 9.1万股 | -1,375股-1.50% | 减仓 |
 CHARTER COMMUNICATIONSCHTR |
| 1.27% | 2.03% | $1,038.1万 | 7.3万股 | $1,599.6万 | 7.4万股 | -1,100股-1.48% | 减仓 |
 亚马逊AMZN |
| 1.26% | 1.14% | $1,028.4万 | 4.3万股 | $898.7万 | 4.3万股 | 00.00% | 持仓不变 |
 SOUTHWEST AIRLS COMLUV |
| 1.16% | 0.88% | $945.8万 | 18.4万股 | $691.0万 | 18.4万股 | 00.00% | 持仓不变 |
| CCBRE CL ACBRE |
| 1.09% | 1.18% | $889.6万 | 6.3万股 | $931.6万 | 6.4万股 | -800股-1.25% | 减仓 |
 DOLLAR GEN NEWDG |
| 1.07% | 1.14% | $874.4万 | 7.6万股 | $901.8万 | 7.6万股 | 00.00% | 持仓不变 |
| AAEBI SCHMIDTAEBI |
| 1.06% | 0.85% | $868.4万 | 69.2万股 | $671.9万 | 69.2万股 | 00.00% | 持仓不变 |
 高德纳IT |
| 0.91% | 1.18% | $745.9万 | 5.8万股 | $925.9万 | 5.8万股 | -932股-1.59% | 减仓 |
| FFiservFISV |
| 0.85% | 1% | $695.1万 | 14.2万股 | $790.8万 | 14.2万股 | 00.00% | 持仓不变 |
 自由媒体FWONK |
| 0.82% | 0.8% | $671.0万 | 7.1万股 | $631.5万 | 7.4万股 | -3,750股-5.05% | 减仓 |
 微软MSFT |
| 0.82% | 0.86% | $669.9万 | 1.8万股 | $681.5万 | 1.8万股 | -450股-2.44% | 减仓 |
 CencoraCOR |
| 0.8% | 0.94% | $654.7万 | 2.3万股 | $739.4万 | 2.4万股 | -400股-1.70% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.68% | 0.92% | $554.3万 | 4.5万股 | $725.1万 | 4.6万股 | -1,075股-2.33% | 减仓 |
| WWISDOMTREE U.S. SMALLCAP DIVIDEND FUNDDES |
| 0.68% | 0.68% | $551.1万 | 5.2万股 | $534.1万 | 5.2万股 | 00.00% | 持仓不变 |
 EVERTECEVTC |
| 0.66% | 0.7% | $541.0万 | 19.5万股 | $549.5万 | 19.5万股 | 00.00% | 持仓不变 |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 0.63% | 1.04% | $516.5万 | 13.3万股 | $821.9万 | 13.4万股 | -600股-0.45% | 减仓 |
 PAYPAL COMPYPL |
| 0.49% | 0.55% | $400.0万 | 9.3万股 | $430.9万 | 9.5万股 | -2,625股-2.76% | 减仓 |
 SIMPSON MFGSSD |
| 0.42% | — | $343.3万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 ANHEUSER BUSCH INBEV SPONSORED ADRBUD |
| 0.41% | 0.38% | $332.5万 | 4.0万股 | $300.0万 | 4.3万股 | -2,900股-6.70% | 减仓 |
 LIBERTY LIVELLYVK |
| 0.31% | 0.3% | $255.4万 | 2.5万股 | $237.5万 | 2.6万股 | -700股-2.70% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.18% | 0.18% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
 西屋制动WAB |
| 0.09% | 0.08% | $70.0万 | 2,596股 | $66.8万 | 2,674股 | -78股-2.92% | 减仓 |
 LIBERTY LIVELLYVK |
| 0.04% | 0.04% | $34.3万 | 3,242股 | $32.0万 | 3,401股 | -159股-4.68% | 减仓 |
| DDNOWDNOW |
| 0.02% | 0.02% | $16.2万 | 1.2万股 | $15.1万 | 1.3万股 | -212股-1.67% | 减仓 |
