 伯克希尔哈撒韦BRK.A |
| 26.34% | 27.82% | $103.36亿 | 1.4万股 | $100.32亿 | 1.4万股 | -166股-1.19% | 减仓 |
 微软MSFT |
| 4.13% | 4.49% | $16.21亿 | 434.5万股 | $16.18亿 | 437.1万股 | -2.6万股-0.59% | 减仓 |
 阿斯麦ASML |
| 3.64% | 2.76% | $14.29亿 | 71.8万股 | $9.96亿 | 75.4万股 | -3.6万股-4.76% | 减仓 |
 苹果AAPL |
| 3.64% | 3.53% | $14.28亿 | 493.6万股 | $12.73亿 | 501.6万股 | -8.1万股-1.61% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.54% | 3.22% | $13.89亿 | 393.1万股 | $11.62亿 | 405.2万股 | -12.1万股-2.98% | 减仓 |
 布鲁克菲尔德BN |
| 2.46% | 2.61% | $9.64亿 | 2,261.1万股 | $9.40亿 | 2,326.6万股 | -65.5万股-2.81% | 减仓 |
 应用材料AMAT |
| 2.29% | 1.43% | $8.97亿 | 124.0万股 | $5.15亿 | 150.5万股 | -26.5万股-17.60% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.27% | 2.4% | $8.90亿 | 177.8万股 | $8.64亿 | 180.4万股 | -2.6万股-1.43% | 减仓 |
| KKKR & COMKKR |
| 2.2% | 2.41% | $8.64亿 | 941.6万股 | $8.69亿 | 939.4万股 | +2.2万股+0.23% | 加仓 |
 汽车地带AZO |
| 2.14% | 2.45% | $8.38亿 | 26.2万股 | $8.84亿 | 26.2万股 | +326股+0.12% | 加仓 |
 博通AVGO |
| 2.07% | 1.87% | $8.12亿 | 215.0万股 | $6.76亿 | 218.3万股 | -3.3万股-1.51% | 减仓 |
 亚马逊AMZN |
| 1.98% | 1.88% | $7.78亿 | 326.2万股 | $6.78亿 | 325.5万股 | +7,292股+0.22% | 加仓 |
 英特尔INTC |
| 1.65% | 0.7% | $6.48亿 | 463.9万股 | $2.51亿 | 569.1万股 | -105.2万股-18.49% | 减仓 |
 VisaV |
| 1.47% | 1.3% | $5.77亿 | 168.3万股 | $4.68亿 | 154.9万股 | +13.4万股+8.63% | 加仓 |
 LANDBRIDGE CO LLC CL A CLASS ALB |
| 1.43% | 1.35% | $5.61亿 | 708.3万股 | $4.87亿 | 705.7万股 | +2.6万股+0.36% | 加仓 |
 甲骨文ORCL |
| 1.41% | 1.61% | $5.53亿 | 377.2万股 | $5.80亿 | 394.0万股 | -16.8万股-4.25% | 减仓 |
 谷歌AGOOGL |
| 1.35% | 1.21% | $5.29亿 | 147.9万股 | $4.36亿 | 151.7万股 | -3.8万股-2.48% | 减仓 |
 英伟达NVDA |
| 1.29% | 1.23% | $5.07亿 | 253.2万股 | $4.44亿 | 254.3万股 | -1.1万股-0.43% | 减仓 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 1.19% | 1.4% | $4.66亿 | 106.5万股 | $5.04亿 | 106.3万股 | +1,972股+0.19% | 加仓 |
 DANAHER DEL COMDHR |
| 1.09% | 1.23% | $4.29亿 | 224.8万股 | $4.44亿 | 233.9万股 | -9.0万股-3.85% | 减仓 |
| T赛默飞世尔TMO |
| 1.08% | 1.05% | $4.22亿 | 84.2万股 | $3.77亿 | 76.7万股 | +7.5万股+9.74% | 加仓 |
 标普全球SPGI |
| 1.07% | 1.23% | $4.21亿 | 103.4万股 | $4.45亿 | 104.7万股 | -1.3万股-1.24% | 减仓 |
 霍尼韦尔HON |
| 1.06% | 1.24% | $4.16亿 | 185.8万股 | $4.48亿 | 198.1万股 | -12.3万股-6.20% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 1.06% | — | $4.15亿 | 187.6万股 | $0 | 0股 | +187.6万股 | 新买入 |
 新思科技SNPS |
| 0.98% | 0.93% | $3.83亿 | 85.9万股 | $3.36亿 | 84.9万股 | +1.1万股+1.24% | 加仓 |
 联合健康UNH |
| 0.92% | 0.77% | $3.61亿 | 86.7万股 | $2.78亿 | 102.8万股 | -16.0万股-15.59% | 减仓 |
 林德LIN |
| 0.9% | 0.98% | $3.52亿 | 67.8万股 | $3.53亿 | 71.3万股 | -3.4万股-4.81% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.82% | 0.82% | $3.22亿 | 176.9万股 | $2.96亿 | 177.6万股 | -6,283股-0.35% | 减仓 |
 GE VernovaGEV |
| 0.81% | 0.66% | $3.18亿 | 27.1万股 | $2.39亿 | 27.3万股 | -2,782股-1.02% | 减仓 |
| V先锋领航指数基金VOO |
| 0.75% | 0.7% | $2.95亿 | 43.0万股 | $2.53亿 | 42.3万股 | +7,401股+1.75% | 加仓 |
 LOWES COS COMLOW |
| 0.74% | 0.92% | $2.90亿 | 131.7万股 | $3.31亿 | 139.9万股 | -8.2万股-5.88% | 减仓 |
 赛富时CRM |
| 0.7% | 1.37% | $2.73亿 | 174.0万股 | $4.94亿 | 264.5万股 | -90.5万股-34.21% | 减仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.65% | 0.55% | $2.54亿 | 101.6万股 | $2.00亿 | 101.1万股 | +4,353股+0.43% | 加仓 |
 优步UBER |
| 0.63% | 0.13% | $2.48亿 | 344.3万股 | $4,534.3万 | 63.0万股 | +281.3万股+446.20% | 加仓 |
 ALLY FINLALLY |
| 0.52% | 0.5% | $2.06亿 | 447.9万股 | $1.80亿 | 458.4万股 | -10.5万股-2.29% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.52% | 0.58% | $2.04亿 | 221.3万股 | $2.09亿 | 226.8万股 | -5.5万股-2.41% | 减仓 |
 万豪MAR |
| 0.5% | 0.49% | $1.96亿 | 52.8万股 | $1.76亿 | 53.8万股 | -9,175股-1.71% | 减仓 |
 BOOKING COMBKNG |
| 0.49% | 0.48% | $1.94亿 | 108.9万股 | $1.73亿 | 4.1万股 | +104.8万股+2,545.40% | 加仓 |
 强生JNJ |
| 0.46% | 0.48% | $1.79亿 | 70.5万股 | $1.74亿 | 71.0万股 | -5,175股-0.73% | 减仓 |
 联合太平洋铁路UNP |
| 0.45% | 0.44% | $1.76亿 | 64.7万股 | $1.59亿 | 65.5万股 | -8,214股-1.25% | 减仓 |
 CARLISLE COSCSL |
| 0.43% | 0.41% | $1.70亿 | 46.9万股 | $1.48亿 | 44.4万股 | +2.5万股+5.61% | 加仓 |
| AAMRIZE SHSAMRZ |
| 0.43% | 0.61% | $1.68亿 | 314.5万股 | $2.21亿 | 393.8万股 | -79.3万股-20.14% | 减仓 |
 美国运通AXP |
| 0.39% | 0.39% | $1.53亿 | 45.4万股 | $1.39亿 | 46.0万股 | -6,141股-1.34% | 减仓 |
 艾伯维ABBV |
| 0.38% | 0.36% | $1.50亿 | 59.5万股 | $1.32亿 | 60.5万股 | -1.0万股-1.67% | 减仓 |
 GE航空GE |
| 0.37% | 0.15% | $1.44亿 | 38.6万股 | $5,477.2万 | 19.3万股 | +19.3万股+100.17% | 加仓 |
 麦当劳MCD |
| 0.36% | 0.47% | $1.40亿 | 51.9万股 | $1.68亿 | 54.0万股 | -2.1万股-3.90% | 减仓 |
 MATCH NEWMTCH |
| 0.36% | 0.31% | $1.40亿 | 366.8万股 | $1.13亿 | 368.6万股 | -1.8万股-0.49% | 减仓 |
 VertivVRT |
| 0.33% | 0.38% | $1.29亿 | 38.5万股 | $1.38亿 | 55.2万股 | -16.7万股-30.20% | 减仓 |
 鲍尔公司BALL |
| 0.33% | 0.33% | $1.28亿 | 204.4万股 | $1.19亿 | 202.1万股 | +2.3万股+1.14% | 加仓 |
 ASSURANTAIZ |
| 0.28% | 0.25% | $1.09亿 | 40.6万股 | $8,899.5万 | 40.9万股 | -2,962股-0.72% | 减仓 |
