 VisaV |
| 7.86% | 7.32% | $5,434.3万 | 15.8万股 | $4,960.4万 | 16.4万股 | -5,728股-3.49% | 减仓 |
 亚马逊AMZN |
| 7.41% | 6.93% | $5,124.7万 | 21.5万股 | $4,693.2万 | 22.5万股 | -1.0万股-4.58% | 减仓 |
 BOOKING COMBKNG |
| 7.39% | 7.37% | $5,114.9万 | 28.7万股 | $4,992.7万 | 1.2万股 | +27.5万股+2,320.04% | 加仓 |
| WWILLIS TOWERS WATSONWTW |
| 6.59% | 7.74% | $4,559.5万 | 17.4万股 | $5,242.1万 | 18.0万股 | -5,880股-3.26% | 减仓 |
| RRYANAIR HOLDINGS PLC SPONSORED ADRRYAAY |
| 6.11% | 5.74% | $4,226.9万 | 65.3万股 | $3,891.6万 | 67.3万股 | -2.0万股-3.04% | 减仓 |
 PHILIP MORRIS INTLPM |
| 5.02% | 4.83% | $3,471.0万 | 19.2万股 | $3,271.0万 | 19.8万股 | -5,971股-3.02% | 减仓 |
| CCIGNALIBD |
| 4.64% | 4.74% | $3,211.5万 | 11.6万股 | $3,214.0万 | 12.0万股 | -3,992股-3.31% | 减仓 |
 LANDBRIDGE CO LLC CL A CLASS ALB |
| 4.4% | 4.06% | $3,045.3万 | 38.4万股 | $2,753.1万 | 39.9万股 | -1.4万股-3.61% | 减仓 |
 DANAHER DEL COMDHR |
| 4.33% | 4.65% | $2,997.4万 | 15.7万股 | $3,147.8万 | 16.6万股 | -8,661股-5.22% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.12% | 6.37% | $2,852.1万 | 8.1万股 | $4,313.9万 | 15.0万股 | -7.0万股-46.32% | 减仓 |
| KKKR & COMKKR |
| 3.64% | 3.9% | $2,518.2万 | 27.4万股 | $2,642.0万 | 28.6万股 | -1.1万股-3.94% | 减仓 |
 FIRST CTZNS BANCSHARES DFCNCA |
| 3.46% | 4.82% | $2,392.5万 | 1.1万股 | $3,264.4万 | 1.7万股 | -5,823股-33.62% | 减仓 |
| BBECTON DICKINSON & COMBDX |
| 3.26% | 3.57% | $2,254.7万 | 14.9万股 | $2,420.9万 | 15.4万股 | -4,980股-3.23% | 减仓 |
 谷歌AGOOGL |
| 3.12% | 3.43% | $2,161.1万 | 6.0万股 | $2,321.8万 | 8.1万股 | -2.0万股-25.10% | 减仓 |
 KYNDRYLKD |
| 2.88% | 6.36% | $1,992.9万 | 176.2万股 | $4,312.0万 | 328.7万股 | -152.4万股-46.38% | 减仓 |
 Meta平台META |
| 2.6% | — | $1,796.1万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
| FFIRST ADVANTAGE NEWFA |
| 2.3% | — | $1,590.5万 | 88.1万股 | $0 | 0股 | +88.1万股 | 新买入 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 2.12% | — | $1,465.1万 | 11.9万股 | $0 | 0股 | +11.9万股 | 新买入 |
 MCKESSON COMMCK |
| 1.95% | — | $1,351.5万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 第一资本COF |
| 1.85% | 1.77% | $1,278.4万 | 6.4万股 | $1,199.3万 | 6.6万股 | -2,020股-3.07% | 减仓 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 1.77% | 2.02% | $1,221.3万 | 2.8万股 | $1,371.4万 | 2.9万股 | -992股-3.43% | 减仓 |
| AAirbus Se Unspon Adr Ea Repr 0.25 Ord Eur1EADSY |
| 1.68% | — | $1,159.0万 | 20.8万股 | $0 | 0股 | +20.8万股 | 新买入 |
 BROWN & BROWN COMBRO |
| 1.66% | 3.78% | $1,145.9万 | 17.9万股 | $2,559.4万 | 39.2万股 | -21.4万股-54.49% | 减仓 |
| BBLUE OWL CAPITALOWL |
| 1.62% | 1.78% | $1,120.8万 | 128.1万股 | $1,207.5万 | 132.3万股 | -4.2万股-3.15% | 减仓 |
| TTENCENT HOLDINGS LTDTCEHY |
| 1.52% | 1.85% | $1,053.9万 | 19.1万股 | $1,250.1万 | 19.8万股 | -6,880股-3.48% | 减仓 |
 Ares管理ARES |
| 1.45% | — | $1,002.1万 | 9.0万股 | $0 | 0股 | +9.0万股 | 新买入 |
 苹果AAPL |
| 0.96% | 0.9% | $662.9万 | 2.3万股 | $610.6万 | 2.4万股 | -1,147股-4.77% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.54% | 0.64% | $374.4万 | 5股 | $430.9万 | 6股 | -1股-16.67% | 减仓 |
 IDEXX LABS COMIDXX |
| 0.39% | 0.44% | $271.0万 | 5,149股 | $297.3万 | 5,291股 | -142股-2.68% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.35% | 0.36% | $241.2万 | 4,821股 | $241.1万 | 5,031股 | -210股-4.17% | 减仓 |
 微软MSFT |
| 0.33% | 0.33% | $227.6万 | 6,102股 | $226.3万 | 6,114股 | -12股-0.20% | 减仓 |
 卡特彼勒CAT |
| 0.32% | 0.22% | $222.6万 | 2,091股 | $148.1万 | 2,090股 | +1股+0.05% | 加仓 |
| IiShares安硕信托IVV |
| 0.25% | 0.22% | $171.3万 | 2,287股 | $150.6万 | 2,306股 | -19股-0.82% | 减仓 |
 宣伟SHW |
| 0.19% | 0.18% | $134.3万 | 3,900股 | $125.0万 | 3,900股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWB |
| 0.18% | 0.16% | $124.4万 | 3,038股 | $108.3万 | 3,038股 | 00.00% | 持仓不变 |
| IiShares安硕·DOW JONES U.S. ETFIYY |
| 0.17% | 0.15% | $118.5万 | 6,502股 | $103.0万 | 6,502股 | 00.00% | 持仓不变 |
 FRANCO NEVFNV |
| 0.12% | 0.14% | $82.3万 | 3,946股 | $97.5万 | 3,946股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.12% | 0.08% | $79.6万 | 6,773股 | $52.6万 | 6,773股 | 00.00% | 持仓不变 |
 ALTRIAMO |
| 0.11% | 0.11% | $78.8万 | 1.1万股 | $71.4万 | 1.1万股 | +125股+1.15% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.09% | 0.08% | $64.9万 | 2,160股 | $53.1万 | 2,143股 | +17股+0.79% | 加仓 |
 宝洁PG |
| 0.09% | 0.09% | $63.3万 | 4,319股 | $62.1万 | 4,300股 | +19股+0.44% | 加仓 |
| CCTT - CORREIOS DE PORTUGAL S.A |
| 0.08% | 0.09% | $56.1万 | 8.5万股 | $59.2万 | 8.5万股 | 00.00% | 持仓不变 |
 PEMBINA PIPELINEPBA |
| 0.08% | 0.08% | $55.2万 | 1.2万股 | $53.4万 | 1.2万股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.07% | — | $47.7万 | 3,711股 | $0 | 0股 | +3,711股 | 新买入 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.06% | 0.06% | $43.7万 | 621股 | $38.0万 | 616股 | +5股+0.81% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.06% | 0.06% | $43.1万 | 4,151股 | $40.2万 | 4,141股 | +10股+0.24% | 加仓 |
 迪尔DE |
| 0.06% | 0.05% | $38.4万 | 606股 | $34.1万 | 606股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.05% | 0.05% | $37.8万 | 1,490股 | $36.4万 | 1,489股 | +1股+0.07% | 加仓 |
 布鲁克菲尔德BN |
| 0.05% | 0.05% | $37.7万 | 8,851股 | $35.8万 | 8,851股 | 00.00% | 持仓不变 |
 康明斯CMI |
| 0.05% | 0.04% | $37.5万 | 526股 | $28.2万 | 525股 | +1股+0.19% | 加仓 |
