| AAlphabet Inc Class CGOOG |
| 8.63% | — | $2,247.1万 | 6.4万股 | $0 | 0股 | +6.4万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 7.72% | 8.91% | $2,009.5万 | 4.0万股 | $1,970.9万 | 4.1万股 | -970股-2.36% | 减仓 |
 PROGRESSIVEPGR |
| 7.29% | 7.94% | $1,896.5万 | 8.7万股 | $1,755.4万 | 8.9万股 | -1,732股-1.96% | 减仓 |
 微软MSFT |
| 6.67% | 7.95% | $1,737.0万 | 4.7万股 | $1,757.3万 | 4.7万股 | -907股-1.91% | 减仓 |
 TJXTJX |
| 5.78% | 7.32% | $1,504.4万 | 9.9万股 | $1,618.9万 | 10.1万股 | -2,070股-2.04% | 减仓 |
 沃尔玛WMT |
| 3.8% | 5.04% | $989.2万 | 8.7万股 | $1,114.8万 | 9.0万股 | -2,362股-2.63% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 3.45% | 3.9% | $898.6万 | 12股 | $861.8万 | 12股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 2.98% | — | $775.7万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 好市多COST |
| 2.37% | 3.19% | $616.2万 | 6,587股 | $705.3万 | 7,078股 | -491股-6.94% | 减仓 |
 WELLS FARGO NEWWFC |
| 2.32% | 2.65% | $604.6万 | 7.3万股 | $585.8万 | 7.4万股 | -422股-0.57% | 减仓 |
 马丁玛丽埃塔MLM |
| 2.28% | 2.78% | $593.0万 | 1.0万股 | $614.6万 | 1.0万股 | -158股-1.51% | 减仓 |
| NNESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSNSRGY |
| 1.93% | 2.26% | $503.6万 | 4.9万股 | $498.8万 | 5.0万股 | -1,289股-2.56% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 1.85% | 2.19% | $481.4万 | 5.2万股 | $485.3万 | 5.3万股 | -295股-0.56% | 减仓 |
 强生JNJ |
| 1.82% | 2.11% | $473.5万 | 1.9万股 | $465.5万 | 1.9万股 | -400股-2.10% | 减仓 |
 万事达MA |
| 1.77% | 2.02% | $459.9万 | 8,954股 | $445.6万 | 8,918股 | +36股+0.40% | 加仓 |
 摩根大通JPM |
| 1.72% | 1.87% | $447.2万 | 1.4万股 | $412.6万 | 1.4万股 | -362股-2.58% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.72% | 2.01% | $447.1万 | 5.4万股 | $444.6万 | 5.4万股 | +374股+0.70% | 加仓 |
 亚马逊AMZN |
| 1.7% | 1.8% | $442.9万 | 1.9万股 | $397.5万 | 1.9万股 | -501股-2.63% | 减仓 |
 可口可乐KO |
| 1.64% | 1.85% | $427.8万 | 5.3万股 | $408.2万 | 5.4万股 | -1,029股-1.92% | 减仓 |
 家得宝HD |
| 1.54% | 1.67% | $399.7万 | 1.1万股 | $369.8万 | 1.1万股 | +90股+0.80% | 加仓 |
 联合健康UNH |
| 1.5% | 1.16% | $390.3万 | 9,390股 | $257.6万 | 9,520股 | -130股-1.37% | 减仓 |
 洛克希德马丁LMT |
| 1.46% | 2.01% | $381.2万 | 7,482股 | $443.8万 | 7,343股 | +139股+1.89% | 加仓 |
 苹果AAPL |
| 1.43% | 1.47% | $371.1万 | 1.3万股 | $326.0万 | 1.3万股 | -20股-0.16% | 减仓 |
 CINTAS COMCTAS |
| 1.42% | 1.67% | $370.7万 | 2.2万股 | $370.2万 | 2.2万股 | -90股-0.41% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.21% | — | $316.1万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 TELEDYNE TECHNOLOGIESTDY |
| 1.13% | 1.21% | $295.1万 | 4,425股 | $268.3万 | 4,435股 | -10股-0.23% | 减仓 |
| IiShares安硕信托IVV |
| 0.99% | 1.02% | $258.2万 | 3,448股 | $224.9万 | 3,443股 | +5股+0.15% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.88% | 0.97% | $229.9万 | 7.9万股 | $213.5万 | 8.5万股 | -5,665股-6.66% | 减仓 |
 Watts水技术WTS |
| 0.88% | 0.77% | $229.0万 | 5,850股 | $169.8万 | 5,850股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.86% | 0.89% | $225.1万 | 1.1万股 | $196.9万 | 1.1万股 | -40股-0.35% | 减仓 |
| PPNC FINL SVCS COMVXF |
| 0.82% | 0.81% | $213.0万 | 8,650股 | $180.0万 | 8,650股 | 00.00% | 持仓不变 |
 DIAGEO SPON ADR NEWDEO |
| 0.75% | 0.84% | $194.7万 | 2.4万股 | $186.0万 | 2.5万股 | -755股-3.02% | 减仓 |
 埃克森美孚XOM |
| 0.69% | 1.03% | $178.9万 | 1.3万股 | $226.9万 | 1.3万股 | -290股-2.17% | 减仓 |
| IIBMIBM |
| 0.68% | 0.68% | $177.4万 | 6,308股 | $150.6万 | 6,215股 | +93股+1.50% | 加仓 |
 美国运通AXP |
| 0.64% | 0.67% | $165.3万 | 4,888股 | $147.9万 | 4,888股 | 00.00% | 持仓不变 |
 高盛GS |
| 0.61% | 0.63% | $158.1万 | 1,563股 | $139.6万 | 1,650股 | -87股-5.27% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.6% | 0.64% | $156.6万 | 6,620股 | $142.3万 | 6,615股 | +5股+0.08% | 加仓 |
 迪士尼DIS |
| 0.58% | 0.67% | $151.5万 | 1.6万股 | $147.8万 | 1.5万股 | +409股+2.67% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.55% | 0.6% | $144.1万 | 1.7万股 | $133.4万 | 1.7万股 | -445股-2.57% | 减仓 |
 柯蒂斯怀特CW |
| 0.55% | 0.62% | $144.0万 | 1,900股 | $136.2万 | 2,000股 | -100股-5.00% | 减仓 |
 雪佛龙CVX |
| 0.53% | 0.78% | $137.7万 | 8,309股 | $171.7万 | 8,299股 | +10股+0.12% | 加仓 |
 MADISON SQUARE GARDEN SPCLASS AMSGS |
| 0.51% | 0.48% | $133.2万 | 3,315股 | $106.5万 | 3,315股 | 00.00% | 持仓不变 |
 优步UBER |
| 0.5% | 0.52% | $130.6万 | 1.8万股 | $115.0万 | 1.6万股 | +2,105股+13.16% | 加仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.47% | 0.56% | $121.4万 | 2.1万股 | $123.2万 | 2.1万股 | -390股-1.82% | 减仓 |
 麦当劳MCD |
| 0.45% | 0.62% | $118.0万 | 4,367股 | $136.5万 | 4,392股 | -25股-0.57% | 减仓 |
| VVERSANT MEDIA COM CL AVSNT |
| 0.44% | 0.54% | $115.4万 | 3.2万股 | $119.1万 | 3.2万股 | -126股-0.39% | 减仓 |
 MCGRATH RENTCORPMGRC |
| 0.4% | 0.43% | $104.1万 | 8,600股 | $94.8万 | 8,600股 | 00.00% | 持仓不变 |
 POOLPOOL |
| 0.37% | 0.41% | $96.7万 | 4,500股 | $91.0万 | 4,500股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 0.36% | 0.38% | $93.1万 | 3,422股 | $84.4万 | 3,477股 | -55股-1.58% | 减仓 |
 Genuine Parts Co ComGPC |
| 0.34% | 0.42% | $88.6万 | 7,510股 | $92.7万 | 8,770股 | -1,260股-14.37% | 减仓 |
