 Markel Group Inc.MKL |
| 12.07% | 12.07% | $1,872.5万 | 9,588股 | $1,797.1万 | 9,389股 | +199股+2.12% | 加仓 |
 亚马逊AMZN |
| 9.42% | 8.57% | $1,461.7万 | 6.1万股 | $1,275.9万 | 6.1万股 | +70股+0.11% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 8.52% | 9.04% | $1,322.4万 | 14.4万股 | $1,346.7万 | 14.6万股 | -2,289股-1.57% | 减仓 |
 COPART COMCPRT |
| 8.41% | 6.15% | $1,304.4万 | 46.3万股 | $916.3万 | 27.6万股 | +18.7万股+67.65% | 加仓 |
 AMERICAN TOWER COMAMT |
| 8.31% | 9.62% | $1,290.0万 | 7.9万股 | $1,432.6万 | 8.3万股 | -4,147股-5.00% | 减仓 |
 微软MSFT |
| 7.41% | 7.67% | $1,149.1万 | 3.1万股 | $1,141.9万 | 3.1万股 | -44股-0.14% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 7.33% | 7.36% | $1,137.4万 | 2.3万股 | $1,095.5万 | 2.3万股 | -130股-0.57% | 减仓 |
 苹果AAPL |
| 6.26% | 5.76% | $971.6万 | 3.4万股 | $857.5万 | 3.4万股 | -210股-0.62% | 减仓 |
 万事达MA |
| 5.29% | 5.55% | $821.3万 | 1.6万股 | $826.8万 | 1.7万股 | -556股-3.36% | 减仓 |
 洛克希德马丁LMT |
| 5.17% | 6.47% | $801.8万 | 1.6万股 | $963.0万 | 1.6万股 | -194股-1.22% | 减仓 |
 VisaV |
| 4.84% | 5% | $750.5万 | 2.2万股 | $744.1万 | 2.5万股 | -2,744股-11.15% | 减仓 |
 谷歌AGOOGL |
| 4.73% | 3.97% | $734.2万 | 2.1万股 | $591.5万 | 2.1万股 | -24股-0.12% | 减仓 |
| CCcc Intelligent Solutions Holdings Inc Ordinary SharesCCC |
| 2.25% | 4.29% | $349.6万 | 67.8万股 | $638.2万 | 106.4万股 | -38.6万股-36.30% | 减仓 |
 LENNARLEN |
| 2.09% | 1.82% | $323.8万 | 3.6万股 | $270.9万 | 3.3万股 | +3,283股+9.98% | 加仓 |
| KKINSALE CAPKNSL |
| 1.9% | 2.61% | $295.1万 | 8,949股 | $389.0万 | 1.1万股 | -2,438股-21.41% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.68% | 0.44% | $261.4万 | 3,500股 | $65.0万 | 1,000股 | +2,500股+250.00% | 加仓 |
| CCBRE CL ACBRE |
| 0.98% | 1.03% | $152.1万 | 1.1万股 | $153.4万 | 1.1万股 | -27股-0.24% | 减仓 |
 SBA通信SBAC |
| 0.54% | 0.55% | $84.0万 | 4,763股 | $82.0万 | 4,763股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.51% | 0.48% | $79.3万 | 2,424股 | $71.3万 | 2,424股 | 00.00% | 持仓不变 |
| PPROFESIONALLY MANAGED PORTFOAKRE |
| 0.37% | 0.24% | $57.0万 | 1.1万股 | $35.3万 | 6,687股 | +4,022股+60.15% | 加仓 |
 雪佛龙CVX |
| 0.29% | 0.37% | $44.7万 | 2,695股 | $55.8万 | 2,695股 | 00.00% | 持仓不变 |
 科磊KLAC |
| 0.22% | — | $34.1万 | 1,130股 | $0 | 0股 | +1,130股 | 新买入 |
 GE航空GE |
| 0.21% | 0.17% | $32.7万 | 875股 | $24.8万 | 875股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 0.2% | — | $31.6万 | 730股 | $0 | 0股 | +730股 | 新买入 |
| MMPLXFFUT |
| 0.2% | 0.21% | $30.3万 | 5,381股 | $30.7万 | 5,381股 | 00.00% | 持仓不变 |
 美国电力AEP |
| 0.19% | 0.19% | $28.9万 | 2,116股 | $27.7万 | 2,116股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.17% | 0.15% | $26.4万 | 700股 | $21.7万 | 700股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 0.17% | — | $25.6万 | 218股 | $0 | 0股 | +218股 | 新买入 |
 宝洁PG |
| 0.16% | 0.17% | $25.2万 | 1,721股 | $24.9万 | 1,721股 | 00.00% | 持仓不变 |
 ISOENERGYISOU |
| 0.06% | 0.07% | $10.0万 | 1.0万股 | $10.5万 | 1.0万股 | 00.00% | 持仓不变 |
 N-ABLENABL |
| 0.03% | — | $5.4万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
