 伯克希尔哈撒韦BRK.B |
| 10.93% | 11.36% | $5,929.1万 | 11.8万股 | $5,610.6万 | 11.7万股 | +1,407股+1.20% | 加仓 |
 科磊KLAC |
| 8.13% | 5.07% | $4,408.4万 | 14.6万股 | $2,505.7万 | 1.7万股 | +12.9万股+758.63% | 加仓 |
 Markel Group Inc.MKL |
| 7.17% | 7.71% | $3,891.2万 | 2.0万股 | $3,809.2万 | 2.0万股 | +23股+0.12% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 4.46% | 4.06% | $2,417.0万 | 6.8万股 | $2,007.4万 | 7.0万股 | -1,571股-2.25% | 减仓 |
 PROGRESSIVEPGR |
| 3.57% | 3.53% | $1,935.5万 | 8.9万股 | $1,744.9万 | 8.8万股 | +580股+0.66% | 加仓 |
 Meta平台META |
| 2.93% | 3.27% | $1,589.5万 | 2.8万股 | $1,616.0万 | 2.8万股 | -27股-0.10% | 减仓 |
 苹果AAPL |
| 2.85% | 2.97% | $1,545.5万 | 5.3万股 | $1,465.5万 | 5.8万股 | -4,332股-7.50% | 减仓 |
 微软MSFT |
| 2.67% | 2.76% | $1,447.9万 | 3.9万股 | $1,362.5万 | 3.7万股 | +2,009股+5.46% | 加仓 |
 强生JNJ |
| 1.98% | 2.15% | $1,076.4万 | 4.2万股 | $1,060.4万 | 4.3万股 | -1,000股-2.31% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 1.85% | 1.85% | $1,003.0万 | 3.2万股 | $915.4万 | 3.2万股 | -12股-0.04% | 减仓 |
 LOWES COS COMLOW |
| 1.79% | 2.1% | $973.1万 | 4.4万股 | $1,037.9万 | 4.4万股 | +207股+0.47% | 加仓 |
 PRICE T ROWE COMTROW |
| 1.77% | 1.57% | $959.3万 | 8.4万股 | $773.5万 | 8.6万股 | -1,433股-1.67% | 减仓 |
 PAYCHEX COMPAYX |
| 1.68% | 1.67% | $912.3万 | 9.3万股 | $824.5万 | 9.0万股 | +3,277股+3.66% | 加仓 |
| B巴里克黄金GOLD |
| 1.64% | 2.03% | $886.9万 | 24.1万股 | $1,000.7万 | 24.5万股 | -3,863股-1.57% | 减仓 |
 嘉信理财SCHW |
| 1.62% | 1.81% | $880.9万 | 9.5万股 | $891.5万 | 9.5万股 | +610股+0.64% | 加仓 |
 汽车地带AZO |
| 1.58% | 1.85% | $859.4万 | 2,689股 | $913.4万 | 2,704股 | -15股-0.55% | 减仓 |
 LoewsL |
| 1.49% | 1.55% | $809.9万 | 7.2万股 | $767.2万 | 7.2万股 | -336股-0.47% | 减仓 |
 JEFFERIES FINANCIAL INJEF |
| 1.27% | 1.15% | $688.4万 | 13.8万股 | $567.9万 | 13.8万股 | +122股+0.09% | 加仓 |
 洛克希德马丁LMT |
| 1.26% | 1.66% | $681.2万 | 1.3万股 | $817.6万 | 1.4万股 | -157股-1.16% | 减仓 |
 百事可乐PEP |
| 1.15% | 1.45% | $621.6万 | 4.6万股 | $713.7万 | 4.6万股 | -51股-0.11% | 减仓 |
| PPAYCOM SOFTWAREPAYC |
| 1.13% | 1.12% | $612.5万 | 4.9万股 | $550.7万 | 4.5万股 | +3,425股+7.56% | 加仓 |
 亚马逊AMZN |
| 1.09% | 0.99% | $589.8万 | 2.5万股 | $490.0万 | 2.4万股 | +1,220股+5.19% | 加仓 |
 埃克森美孚XOM |
| 1.01% | 1.39% | $547.5万 | 4.0万股 | $686.9万 | 4.0万股 | -442股-1.09% | 减仓 |
 MADISON SQUARE GARDEN SPCLASS AMSGS |
| 0.99% | 0.87% | $536.2万 | 1.3万股 | $429.2万 | 1.3万股 | -10股-0.07% | 减仓 |
 Genuine Parts Co ComGPC |
| 0.99% | 0.98% | $534.8万 | 4.5万股 | $483.4万 | 4.6万股 | -386股-0.84% | 减仓 |
 星巴克SBUX |
| 0.97% | 1.05% | $525.5万 | 5.1万股 | $518.8万 | 5.8万股 | -6,477股-11.19% | 减仓 |
 摩根大通JPM |
| 0.95% | 0.93% | $515.4万 | 1.6万股 | $460.6万 | 1.6万股 | +86股+0.55% | 加仓 |
 雷诺士LII |
| 0.94% | 0.84% | $511.6万 | 8,929股 | $416.6万 | 8,977股 | -48股-0.53% | 减仓 |
 可口可乐KO |
| 0.94% | 0.97% | $509.9万 | 6.3万股 | $479.8万 | 6.3万股 | -353股-0.56% | 减仓 |
 派克汉尼汾PH |
| 0.91% | 0.92% | $494.4万 | 5,054股 | $452.6万 | 5,055股 | -1股-0.02% | 减仓 |
 GRAHAMGHC |
| 0.89% | 0.91% | $484.4万 | 4,244股 | $449.3万 | 4,250股 | -6股-0.14% | 减仓 |
 阿斯麦ASML |
| 0.88% | 0.66% | $474.9万 | 2,387股 | $326.9万 | 2,475股 | -88股-3.56% | 减仓 |
 好市多COST |
| 0.83% | 1.01% | $448.3万 | 4,792股 | $497.4万 | 4,992股 | -200股-4.01% | 减仓 |
 德州仪器TXN |
| 0.72% | 0.64% | $389.8万 | 1.3万股 | $316.6万 | 1.6万股 | -3,230股-19.81% | 减仓 |
 Arista网络ANET |
| 0.67% | 0.55% | $364.3万 | 2.1万股 | $269.5万 | 2.2万股 | -502股-2.29% | 减仓 |
 诺和诺德NVO |
| 0.65% | 0.54% | $352.4万 | 7.3万股 | $266.3万 | 7.2万股 | +1,044股+1.44% | 加仓 |
 康宁GLW |
| 0.65% | 0.47% | $350.7万 | 1.4万股 | $232.5万 | 1.7万股 | -3,373股-19.72% | 减仓 |
 迪士尼DIS |
| 0.62% | 0.67% | $334.0万 | 3.5万股 | $329.7万 | 3.4万股 | +493股+1.44% | 加仓 |
| EESABESAB |
| 0.6% | 0.65% | $325.7万 | 3.3万股 | $322.2万 | 3.3万股 | -310股-0.93% | 减仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.6% | 0.68% | $324.0万 | 1.9万股 | $333.8万 | 1.9万股 | +190股+0.99% | 加仓 |
| CCBRE CL ACBRE |
| 0.59% | 0.69% | $321.4万 | 2.3万股 | $342.9万 | 2.4万股 | -718股-3.04% | 减仓 |
 VisaV |
| 0.58% | 0.55% | $311.9万 | 9,092股 | $274.0万 | 9,066股 | +26股+0.29% | 加仓 |
 ZOETIS CL AZTS |
| 0.56% | 0.14% | $302.6万 | 4.2万股 | $69.3万 | 5,862股 | +3.6万股+618.27% | 加仓 |
 埃森哲ACN |
| 0.56% | 0.65% | $301.5万 | 2.4万股 | $321.0万 | 1.6万股 | +8,044股+49.69% | 加仓 |
 MOHAWK INDSMHK |
| 0.54% | 0.47% | $290.6万 | 2.4万股 | $232.6万 | 2.4万股 | +327股+1.38% | 加仓 |
 PAYPAL COMPYPL |
| 0.53% | 0.62% | $285.8万 | 6.6万股 | $306.5万 | 6.8万股 | -1,562股-2.31% | 减仓 |
 DIAGEO SPON ADR NEWDEO |
| 0.52% | 0.55% | $283.4万 | 3.5万股 | $273.1万 | 3.7万股 | -1,425股-3.88% | 减仓 |
 CHECK POINT SOFTWARE TECH ORDCHKP |
| 0.52% | 0.62% | $280.0万 | 2.1万股 | $305.8万 | 2.1万股 | -105股-0.49% | 减仓 |
| BBANK OF AMERBAC |
| 0.52% | 0.49% | $279.4万 | 4.9万股 | $244.4万 | 5.0万股 | -1,100股-2.19% | 减仓 |
 ADOBE COMADBE |
| 0.51% | 0.66% | $274.0万 | 1.3万股 | $327.5万 | 1.3万股 | -107股-0.79% | 减仓 |
