 微软MSFT |
| 10.89% | 11.01% | $8,937.7万 | 24.0万股 | $9,036.2万 | 24.4万股 | -4,508股-1.85% | 减仓 |
 Markel Group Inc.MKL |
| 10.52% | 10.69% | $8,635.0万 | 4.4万股 | $8,772.6万 | 4.6万股 | -1,618股-3.53% | 减仓 |
 亚马逊AMZN |
| 10.47% | 9.53% | $8,593.9万 | 36.1万股 | $7,815.8万 | 37.5万股 | -1.5万股-3.92% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 8.2% | 8.43% | $6,733.2万 | 73.1万股 | $6,920.5万 | 75.0万股 | -1.9万股-2.47% | 减仓 |
 AMERICAN TOWER COMAMT |
| 8.11% | 8.74% | $6,659.2万 | 40.7万股 | $7,168.2万 | 41.5万股 | -8,236股-1.98% | 减仓 |
 苹果AAPL |
| 7.59% | 7.08% | $6,225.8万 | 21.5万股 | $5,808.5万 | 22.9万股 | -1.4万股-5.99% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 6.53% | 6.36% | $5,359.9万 | 10.7万股 | $5,220.4万 | 10.9万股 | -1,826股-1.68% | 减仓 |
 万事达MA |
| 3.99% | 3.96% | $3,275.2万 | 6.4万股 | $3,251.1万 | 6.5万股 | -1,297股-1.99% | 减仓 |
 COPART COMCPRT |
| 3.71% | 4.49% | $3,047.7万 | 108.1万股 | $3,681.9万 | 110.9万股 | -2.8万股-2.51% | 减仓 |
 ADOBE COMADBE |
| 3.39% | 3.75% | $2,779.7万 | 13.6万股 | $3,078.3万 | 12.7万股 | +8,943股+7.06% | 加仓 |
| WWAYSTARWAY |
| 2.86% | 2.86% | $2,350.1万 | 114.5万股 | $2,346.5万 | 97.3万股 | +17.1万股+17.62% | 加仓 |
 UNIVERSAL DISPLAYOLED |
| 2.41% | 2.57% | $1,974.4万 | 22.8万股 | $2,109.6万 | 23.0万股 | -2,138股-0.93% | 减仓 |
| BBOK FINLBOKF |
| 2.1% | 1.95% | $1,722.3万 | 12.4万股 | $1,600.2万 | 12.5万股 | -940股-0.75% | 减仓 |
| AAmentum Ordinary SharesAMTM |
| 2.04% | 2.67% | $1,677.8万 | 81.2万股 | $2,193.6万 | 84.1万股 | -2.9万股-3.49% | 减仓 |
 洛克希德马丁LMT |
| 1.95% | 2.35% | $1,598.4万 | 3.1万股 | $1,931.1万 | 3.2万股 | -577股-1.81% | 减仓 |
 VisaV |
| 1.68% | 1.51% | $1,379.5万 | 4.0万股 | $1,241.4万 | 4.1万股 | -868股-2.11% | 减仓 |
| AATOMERA INC COMATOM |
| 1.56% | 0.68% | $1,279.2万 | 146.9万股 | $556.8万 | 146.1万股 | +7,245股+0.50% | 加仓 |
 SBA通信SBAC |
| 1.33% | 1.3% | $1,093.7万 | 6.2万股 | $1,062.7万 | 6.2万股 | +232股+0.38% | 加仓 |
| MMPLXFFUT |
| 1.27% | 1.3% | $1,044.2万 | 18.5万股 | $1,066.6万 | 18.7万股 | -1,526股-0.82% | 减仓 |
| EENERGY TRANSFER L PET |
| 1.05% | 1.06% | $861.1万 | 45.0万股 | $871.1万 | 45.1万股 | -960股-0.21% | 减仓 |
| EENERGY RECOVERYERII |
| 0.76% | 1% | $625.9万 | 69.4万股 | $823.5万 | 81.8万股 | -12.4万股-15.15% | 减仓 |
 KINDER MORGAN DEL COMKMI |
| 0.57% | 0.59% | $464.0万 | 14.5万股 | $486.8万 | 14.5万股 | -50股-0.03% | 减仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.56% | 0.58% | $461.3万 | 12.5万股 | $474.8万 | 12.5万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 0.55% | 0.53% | $449.3万 | 6股 | $430.9万 | 6股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.47% | 0.38% | $387.8万 | 1.1万股 | $309.0万 | 1.1万股 | +205股+1.90% | 加仓 |
 MOLINA HEALTHCAREMOH |
| 0.4% | 0.24% | $328.3万 | 1.4万股 | $196.8万 | 1.5万股 | -406股-2.75% | 减仓 |
 EquinixEQIX |
| 0.35% | 0.33% | $285.7万 | 2,741股 | $268.7万 | 2,741股 | 00.00% | 持仓不变 |
 相干公司COHR |
| 0.27% | 0.18% | $224.1万 | 5,681股 | $145.5万 | 6,110股 | -429股-7.02% | 减仓 |
 STARWOOD PPTY TRSTWD |
| 0.27% | 0.29% | $220.3万 | 13.4万股 | $234.5万 | 13.6万股 | -1,715股-1.26% | 减仓 |
 AXOS FINANCIALAX |
| 0.25% | 0.22% | $202.5万 | 2.1万股 | $176.9万 | 2.1万股 | 00.00% | 持仓不变 |
| CCYTOSORBENTS CORPCTSO |
| 0.24% | 0.36% | $194.1万 | 518.9万股 | $295.4万 | 521.6万股 | -2.7万股-0.51% | 减仓 |
| SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS |
| 0.22% | 0.26% | $182.0万 | 6.0万股 | $213.7万 | 6.0万股 | 00.00% | 持仓不变 |
| AADAPTIVE BIOTECHNOLOGIES CORADPT |
| 0.2% | 0.13% | $160.6万 | 7.5万股 | $106.0万 | 7.6万股 | -1,500股-1.96% | 减仓 |
 英特尔INTC |
| 0.19% | 0.06% | $159.1万 | 1.1万股 | $50.3万 | 1.1万股 | 00.00% | 持仓不变 |
 AMERICAN INTL COM NEWAIG |
| 0.18% | 0.19% | $150.4万 | 2.0万股 | $151.9万 | 2.0万股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.17% | 0.15% | $140.7万 | 2.5万股 | $120.4万 | 2.5万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.16% | 0.14% | $132.6万 | 1,930股 | $115.3万 | 1,930股 | 00.00% | 持仓不变 |
 BRIGHTSPIRE CAPITALBRSP |
| 0.15% | 0.15% | $120.9万 | 22.2万股 | $124.3万 | 22.2万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.14% | 0.17% | $114.1万 | 8,345股 | $141.6万 | 8,345股 | 00.00% | 持仓不变 |
 LAMAR ADVERTISINGLAMR |
| 0.13% | 0.1% | $105.8万 | 6,780股 | $85.9万 | 6,780股 | 00.00% | 持仓不变 |
 BLACK STONE MINERALS L PBSM |
| 0.13% | 0.14% | $103.2万 | 7.4万股 | $111.7万 | 7.4万股 | 00.00% | 持仓不变 |
 Dollar TreeDLTR |
| 0.12% | 0.04% | $97.0万 | 8,020股 | $31.3万 | 2,860股 | +5,160股+180.42% | 加仓 |
 布鲁克菲尔德BN |
| 0.12% | 0.11% | $95.8万 | 2.3万股 | $91.1万 | 2.3万股 | 00.00% | 持仓不变 |
| PPRIVIA HEALTHPRVA |
| 0.12% | 0.09% | $94.5万 | 3.7万股 | $75.6万 | 3.7万股 | 00.00% | 持仓不变 |
 BROOKFIELD INFRASTRUC LPBIP |
| 0.1% | 0.1% | $84.2万 | 2.3万股 | $83.3万 | 2.3万股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.09% | 0.11% | $77.9万 | 2,114股 | $91.0万 | 2,114股 | 00.00% | 持仓不变 |
 GLADSTONE COMMERCIALGOOD |
| 0.09% | 0.09% | $77.3万 | 6.3万股 | $76.3万 | 6.7万股 | -3,870股-5.80% | 减仓 |
| NNEWTEKONE INC COM NEWNEWT |
| 0.07% | 0.05% | $60.4万 | 4.1万股 | $44.7万 | 4.1万股 | 00.00% | 持仓不变 |
 Arista网络ANET |
| 0.07% | 0.05% | $58.7万 | 3,456股 | $41.4万 | 3,370股 | +86股+2.55% | 加仓 |
| CCARMAXKMX |
| 0.07% | 0.06% | $58.3万 | 1.1万股 | $45.8万 | 1.1万股 | -1股-0.01% | 减仓 |
