 伯克希尔哈撒韦BRK.B |
| 8.03% | 8.04% | $6,944.4万 | 13.9万股 | $6,514.3万 | 13.6万股 | +2,838股+2.09% | 加仓 |
 微软MSFT |
| 5.67% | 5.94% | $4,900.2万 | 13.1万股 | $4,811.6万 | 13.0万股 | +1,383股+1.06% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 4.68% | 4.16% | $4,044.1万 | 11.4万股 | $3,373.1万 | 11.8万股 | -3,130股-2.66% | 减仓 |
 埃克森美孚XOM |
| 4.3% | 5.72% | $3,717.1万 | 27.2万股 | $4,632.1万 | 27.3万股 | -1,146股-0.42% | 减仓 |
 谷歌AGOOGL |
| 3.8% | 3.31% | $3,285.6万 | 9.2万股 | $2,678.9万 | 9.3万股 | -1,220股-1.31% | 减仓 |
 VisaV |
| 3.74% | 3.52% | $3,230.1万 | 9.4万股 | $2,851.4万 | 9.4万股 | -194股-0.21% | 减仓 |
 美国运通AXP |
| 3.23% | 2.99% | $2,794.1万 | 8.3万股 | $2,419.6万 | 8.0万股 | +2,613股+3.27% | 加仓 |
 联合太平洋铁路UNP |
| 2.92% | 2.79% | $2,526.1万 | 9.3万股 | $2,260.4万 | 9.3万股 | -295股-0.32% | 减仓 |
 摩根大通JPM |
| 2.91% | 2.76% | $2,517.7万 | 7.7万股 | $2,233.4万 | 7.6万股 | +993股+1.31% | 加仓 |
 Meta平台META |
| 2.52% | 2.68% | $2,174.5万 | 3.9万股 | $2,172.3万 | 3.8万股 | +636股+1.68% | 加仓 |
 摩根士丹利MS |
| 2.23% | 1.89% | $1,931.1万 | 9.2万股 | $1,533.9万 | 9.3万股 | -827股-0.89% | 减仓 |
 亚马逊AMZN |
| 2.16% | 1.99% | $1,870.1万 | 7.8万股 | $1,608.4万 | 7.7万股 | +1,235股+1.60% | 加仓 |
| Q高通QCOM |
| 2.06% | 1.56% | $1,784.4万 | 9.7万股 | $1,264.1万 | 9.8万股 | -1,600股-1.63% | 减仓 |
 ADPADP |
| 1.9% | 1.97% | $1,644.6万 | 7.3万股 | $1,597.7万 | 7.9万股 | -5,197股-6.61% | 减仓 |
 雷神技术RTX |
| 1.87% | 2.04% | $1,614.2万 | 8.5万股 | $1,656.0万 | 8.6万股 | -765股-0.89% | 减仓 |
 万事达MA |
| 1.86% | 1.93% | $1,608.5万 | 3.1万股 | $1,564.3万 | 3.1万股 | +12股+0.04% | 加仓 |
 GE航空GE |
| 1.84% | 1.49% | $1,589.5万 | 4.3万股 | $1,206.9万 | 4.3万股 | 00.00% | 持仓不变 |
 嘉信理财SCHW |
| 1.8% | 1.75% | $1,552.2万 | 16.8万股 | $1,416.9万 | 15.1万股 | +1.7万股+11.58% | 加仓 |
 财捷INTU |
| 1.69% | 3.11% | $1,458.7万 | 5.6万股 | $2,521.0万 | 5.8万股 | -2,416股-4.14% | 减仓 |
 高盛GS |
| 1.66% | 1.5% | $1,433.8万 | 1.4万股 | $1,212.9万 | 1.4万股 | -160股-1.12% | 减仓 |
 宝洁PG |
| 1.43% | 1.52% | $1,238.1万 | 8.4万股 | $1,232.9万 | 8.5万股 | -930股-1.09% | 减仓 |
 GE VernovaGEV |
| 1.41% | 1.12% | $1,220.1万 | 1.0万股 | $906.5万 | 1.0万股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VNQ |
| 1.4% | 1.16% | $1,210.8万 | 13.0万股 | $943.1万 | 10.7万股 | +2.3万股+21.62% | 加仓 |
 雪佛龙CVX |
| 1.23% | 1.66% | $1,064.4万 | 6.4万股 | $1,347.1万 | 6.5万股 | -895股-1.37% | 减仓 |
 强生JNJ |
| 1.19% | 1.23% | $1,024.8万 | 4.0万股 | $997.5万 | 4.1万股 | -459股-1.12% | 减仓 |
| T赛默飞世尔TMO |
| 1.09% | 1.13% | $943.9万 | 1.9万股 | $911.5万 | 1.9万股 | +282股+1.52% | 加仓 |
 NETFLIXNFLX |
| 1.06% | 1.54% | $914.2万 | 12.8万股 | $1,249.8万 | 13.0万股 | -1,945股-1.50% | 减仓 |
 PAYCHEX COMPAYX |
| 0.99% | 1.03% | $857.6万 | 8.7万股 | $830.4万 | 9.0万股 | -2,925股-3.24% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.98% | 1.02% | $845.0万 | 10.2万股 | $826.0万 | 10.4万股 | -1,500股-1.45% | 减仓 |
 德州仪器TXN |
| 0.91% | 0.64% | $789.3万 | 2.6万股 | $519.7万 | 2.7万股 | -290股-1.08% | 减仓 |
 苹果AAPL |
| 0.91% | 0.85% | $783.4万 | 2.7万股 | $692.5万 | 2.7万股 | -214股-0.78% | 减仓 |
 可口可乐KO |
| 0.86% | 0.86% | $742.1万 | 9.1万股 | $698.4万 | 9.2万股 | -525股-0.57% | 减仓 |
 黑石集团BX |
| 0.84% | 0.68% | $725.4万 | 6.2万股 | $548.7万 | 4.8万股 | +1.4万股+29.20% | 加仓 |
 家得宝HD |
| 0.8% | 0.76% | $695.0万 | 2.0万股 | $613.9万 | 1.9万股 | +1,041股+5.58% | 加仓 |
 宣伟SHW |
| 0.77% | 0.78% | $666.3万 | 1.9万股 | $631.2万 | 2.0万股 | -340股-1.73% | 减仓 |
 CHUBB LIMITEDCB |
| 0.74% | 0.72% | $637.8万 | 1.9万股 | $582.7万 | 1.8万股 | +839股+4.69% | 加仓 |
 礼来LLY |
| 0.66% | 0.53% | $572.6万 | 4,774股 | $427.0万 | 4,643股 | +131股+2.82% | 加仓 |
 Markel Group Inc.MKL |
| 0.59% | 0.62% | $514.2万 | 2,633股 | $500.1万 | 2,613股 | +20股+0.77% | 加仓 |
 W.R.伯克利WRB |
| 0.59% | 0.59% | $510.8万 | 7.2万股 | $478.6万 | 7.2万股 | +202股+0.28% | 加仓 |
 好市多COST |
| 0.58% | 0.66% | $505.1万 | 5,399股 | $537.3万 | 5,392股 | +7股+0.13% | 加仓 |
 优步UBER |
| 0.58% | 0.58% | $501.8万 | 7.0万股 | $472.8万 | 6.6万股 | +3,811股+5.80% | 加仓 |
 霍尼韦尔HON |
| 0.58% | 1.25% | $501.8万 | 2.2万股 | $1,008.7万 | 4.5万股 | -2.2万股-49.77% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.57% | — | $494.6万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 NORFOLK SOUTHN COMNSC |
| 0.57% | 0.62% | $494.1万 | 1.6万股 | $499.7万 | 1.7万股 | -1,705股-9.79% | 减仓 |
 CSX铁路CSX |
| 0.54% | 0.5% | $467.2万 | 9.8万股 | $403.5万 | 9.8万股 | +5股+0.01% | 加仓 |
| B纽约梅隆银行BK |
| 0.5% | 0.44% | $433.5万 | 3.0万股 | $355.7万 | 3.0万股 | 00.00% | 持仓不变 |
 Tc Energy Corp COMMONTRP |
| 0.49% | 0.49% | $420.0万 | 6.3万股 | $398.2万 | 6.4万股 | -250股-0.39% | 减仓 |
 万豪MAR |
| 0.47% | 0.45% | $409.4万 | 1.1万股 | $362.1万 | 1.1万股 | -25股-0.23% | 减仓 |
 Phillips 66PSX |
| 0.44% | 0.51% | $379.3万 | 2.2万股 | $416.2万 | 2.3万股 | -407股-1.78% | 减仓 |
 L3哈里斯LHX |
| 0.44% | 0.56% | $376.7万 | 1.3万股 | $457.6万 | 1.3万股 | -295股-2.23% | 减仓 |
