 谷歌AGOOGL |
| 16.48% | 16.76% | $7.86亿 | 219.9万股 | $8.01亿 | 278.7万股 | -58.7万股-21.08% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 16.3% | 16.78% | $7.78亿 | 220.2万股 | $8.02亿 | 279.7万股 | -59.5万股-21.29% | 减仓 |
 好市多COST |
| 9.22% | 9.8% | $4.40亿 | 47.0万股 | $4.69亿 | 47.0万股 | +36股+0.01% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 9.03% | 7.6% | $4.31亿 | 175.1万股 | $3.63亿 | 174.6万股 | +4,747股+0.27% | 加仓 |
 VisaV |
| 8.51% | 7.46% | $4.06亿 | 118.3万股 | $3.57亿 | 118.0万股 | +3,298股+0.28% | 加仓 |
 嘉信理财SCHW |
| 7.19% | 7.28% | $3.43亿 | 371.6万股 | $3.48亿 | 370.3万股 | +1.4万股+0.37% | 加仓 |
 TJXTJX |
| 6.62% | 6.92% | $3.16亿 | 208.6万股 | $3.31亿 | 207.2万股 | +1.4万股+0.66% | 加仓 |
 美国运通AXP |
| 6.53% | 5.8% | $3.11亿 | 92.1万股 | $2.77亿 | 91.7万股 | +3,786股+0.41% | 加仓 |
 家得宝HD |
| 6.14% | 5.2% | $2.93亿 | 83.1万股 | $2.49亿 | 75.6万股 | +7.5万股+9.91% | 加仓 |
 PRICE T ROWE COMTROW |
| 4.91% | 3.87% | $2.34亿 | 206.1万股 | $1.85亿 | 205.3万股 | +8,524股+0.42% | 加仓 |
| FFASTENAL COMFAST |
| 4.55% | 4.39% | $2.17亿 | 452.1万股 | $2.10亿 | 452.0万股 | +316股+0.01% | 加仓 |
 埃森哲ACN |
| 2.58% | 5.53% | $1.23亿 | 98.8万股 | $2.64亿 | 133.3万股 | -34.5万股-25.90% | 减仓 |
 TRACTOR SUPPLY COMTSCO |
| 1.57% | 2.23% | $7,513.2万 | 237.7万股 | $1.07亿 | 235.7万股 | +2.0万股+0.84% | 加仓 |
 苹果AAPL |
| 0.18% | 0.16% | $866.7万 | 3.0万股 | $760.1万 | 3.0万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.06% | 0.06% | $302.9万 | 6,053股 | $290.1万 | 6,053股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.05% | 0.07% | $226.5万 | 6,072股 | $335.8万 | 9,072股 | -3,000股-33.07% | 减仓 |
 万事达MA |
| 0.03% | 0.02% | $122.2万 | 2,380股 | $118.9万 | 2,380股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 0.01% | 0.01% | $50.6万 | 1,010股 | $49.6万 | 1,010股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.01% | 0.01% | $41.1万 | 2,800股 | $40.4万 | 2,800股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.01% | 0.01% | $38.6万 | 1,618股 | $33.7万 | 1,618股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.01% | — | $37.3万 | 2,668股 | $0 | 0股 | +2,668股 | 新买入 |
 英伟达NVDA |
| <0.01% | — | $21.2万 | 1,058股 | $0 | 0股 | +1,058股 | 新买入 |
