 伯克希尔哈撒韦BRK.A |
| 10.37% | 11.34% | $1,198.2万 | 16股 | $1,149.0万 | 16股 | 00.00% | 持仓不变 |
 PROGRESSIVEPGR |
| 6.03% | 6.8% | $697.0万 | 3.2万股 | $689.6万 | 3.5万股 | -2,877股-8.27% | 减仓 |
 汽车地带AZO |
| 5.83% | 7.03% | $673.7万 | 2,108股 | $712.0万 | 2,108股 | 00.00% | 持仓不变 |
 嘉信理财SCHW |
| 5.35% | 6.22% | $618.6万 | 6.7万股 | $630.1万 | 6.7万股 | 00.00% | 持仓不变 |
| MMIDDLEBYMIDD |
| 5.16% | 6.2% | $596.9万 | 3.5万股 | $628.3万 | 4.7万股 | -1.3万股-26.78% | 减仓 |
 AMD超威AMD |
| 4.58% | 4.6% | $529.0万 | 9,106股 | $466.4万 | 2.3万股 | -1.4万股-60.28% | 减仓 |
 COOPER COSCOO |
| 3.14% | 1.86% | $363.4万 | 5.1万股 | $188.8万 | 2.6万股 | +2.4万股+91.88% | 加仓 |
 SPHERE ENTERTAINMENTSPHR |
| 3.11% | 2.83% | $359.7万 | 2.1万股 | $286.5万 | 2.4万股 | -3,621股-14.84% | 减仓 |
 Live NationLYV |
| 3.1% | 1.91% | $358.1万 | 2.0万股 | $193.5万 | 1.3万股 | +6,868股+54.13% | 加仓 |
 ROYAL GOLD COMRGLD |
| 2.95% | — | $341.0万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 应用材料AMAT |
| 2.82% | 3.71% | $326.0万 | 4,509股 | $376.0万 | 1.1万股 | -6,491股-59.01% | 减仓 |
 自由媒体FWONK |
| 2.7% | 0.43% | $311.8万 | 3.3万股 | $43.2万 | 5,081股 | +2.8万股+545.03% | 加仓 |
 亚马逊AMZN |
| 2.65% | 1.65% | $306.2万 | 1.3万股 | $166.8万 | 8,007股 | +4,841股+60.46% | 加仓 |
 VisaV |
| 2.62% | — | $302.6万 | 8,820股 | $0 | 0股 | +8,820股 | 新买入 |
 英伟达NVDA |
| 2.59% | 4.34% | $299.7万 | 1.5万股 | $439.5万 | 2.5万股 | -1.0万股-40.56% | 减仓 |
 沃特世WAT |
| 2.56% | 1.8% | $296.1万 | 7,896股 | $182.9万 | 6,141股 | +1,755股+28.58% | 加仓 |
| BBROWN FORMANBF.B |
| 2.55% | 2.88% | $294.4万 | 11.0万股 | $292.1万 | 11.0万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 2.52% | 1.38% | $291.7万 | 7,820股 | $139.4万 | 3,767股 | +4,053股+107.59% | 加仓 |
| WWisdomTree·INCWT |
| 2.38% | — | $275.2万 | 16.2万股 | $0 | 0股 | +16.2万股 | 新买入 |
 礼来LLY |
| 2.34% | 1% | $270.7万 | 2,257股 | $101.8万 | 1,107股 | +1,150股+103.88% | 加仓 |
 摩根大通JPM |
| 2.16% | 1.13% | $249.5万 | 7,622股 | $114.7万 | 3,900股 | +3,722股+95.44% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.08% | 1.25% | $240.4万 | 6,805股 | $126.2万 | 4,400股 | +2,405股+54.66% | 加仓 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 1.95% | 1.71% | $225.1万 | 2.6万股 | $173.4万 | 2.6万股 | 00.00% | 持仓不变 |
 科磊KLAC |
| 1.76% | 1.62% | $202.8万 | 6,723股 | $163.9万 | 1,113股 | +5,610股+504.04% | 加仓 |
 ITTITT |
| 1.73% | 1.23% | $200.0万 | 1.0万股 | $124.8万 | 6,549股 | +3,566股+54.45% | 加仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 1.65% | 1.77% | $190.3万 | 8,290股 | $179.5万 | 8,290股 | 00.00% | 持仓不变 |
 NATIONAL VISIONEYE |
| 1.59% | — | $183.2万 | 9.6万股 | $0 | 0股 | +9.6万股 | 新买入 |
 博通AVGO |
| 1.22% | — | $141.5万 | 3,745股 | $0 | 0股 | +3,745股 | 新买入 |
| SSOLVENTUM COM SHSSOLV |
| 1.15% | 1.34% | $133.4万 | 1.7万股 | $135.5万 | 2.1万股 | -3,460股-16.67% | 减仓 |
 WEST PHARMACEUTICAL SVSCWST |
| 1.15% | — | $132.8万 | 3,700股 | $0 | 0股 | +3,700股 | 新买入 |
 美光科技MU |
| 1.14% | — | $132.3万 | 1,146股 | $0 | 0股 | +1,146股 | 新买入 |
 SIRIUSXM HLDGS INC EQUITCLASS EQUITYSIRI |
| 1.09% | — | $126.1万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
| MMEDLINE COM CL AMDLN |
| 1.03% | — | $119.4万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 财捷INTU |
| 0.94% | 0.99% | $108.4万 | 4,152股 | $100.8万 | 2,332股 | +1,820股+78.04% | 加仓 |
 NETFLIXNFLX |
| 0.87% | — | $100.4万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 RYAN SPECIALTYRYAN |
| 0.75% | 0.69% | $86.8万 | 2.3万股 | $69.7万 | 2.1万股 | +2,335股+11.31% | 加仓 |
 Meta平台META |
| 0.66% | 0.97% | $75.7万 | 1,344股 | $98.4万 | 1,720股 | -376股-21.86% | 减仓 |
 CoStarCSGP |
| 0.65% | 0.69% | $75.2万 | 2.7万股 | $69.8万 | 1.7万股 | +9,259股+53.52% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.55% | 1.41% | $63.8万 | 1,276股 | $143.1万 | 2,986股 | -1,710股-57.27% | 减仓 |
| TTIDEWATER NEWTDW |
| 0.51% | 1.41% | $59.2万 | 8,892股 | $143.2万 | 1.7万股 | -8,248股-48.12% | 减仓 |
