 伯克希尔哈撒韦BRK.A |
| 40.2% | 46.58% | $4.16亿 | 555股 | $3.99亿 | 555股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 3.57% | 2.21% | $3,688.3万 | 8.5万股 | $1,892.9万 | 8.9万股 | -3,480股-3.93% | 减仓 |
 苹果AAPL |
| 2.79% | 2.09% | $2,887.7万 | 10.0万股 | $1,791.0万 | 7.1万股 | +2.9万股+41.41% | 加仓 |
 博通AVGO |
| 2.75% | 2.58% | $2,839.0万 | 7.5万股 | $2,208.7万 | 7.1万股 | +3,794股+5.32% | 加仓 |
 英伟达NVDA |
| 2.61% | 2.33% | $2,700.2万 | 13.5万股 | $1,993.0万 | 11.4万股 | +2.1万股+18.09% | 加仓 |
 摩根大通JPM |
| 1.94% | 1.66% | $2,003.0万 | 6.1万股 | $1,417.1万 | 4.8万股 | +1.3万股+27.02% | 加仓 |
 微软MSFT |
| 1.6% | 1.43% | $1,656.7万 | 4.4万股 | $1,220.6万 | 3.3万股 | +1.1万股+34.69% | 加仓 |
 谷歌AGOOGL |
| 1.59% | 1.12% | $1,641.0万 | 4.6万股 | $962.0万 | 3.3万股 | +1.2万股+37.26% | 加仓 |
 礼来LLY |
| 1.5% | 1.18% | $1,554.3万 | 1.3万股 | $1,006.3万 | 1.1万股 | +2,019股+18.46% | 加仓 |
 好市多COST |
| 1.35% | 1.35% | $1,390.6万 | 1.5万股 | $1,153.9万 | 1.2万股 | +3,284股+28.36% | 加仓 |
 雷神技术RTX |
| 1.14% | 1% | $1,176.7万 | 6.2万股 | $859.0万 | 4.5万股 | +1.7万股+39.28% | 加仓 |
 亚马逊AMZN |
| 1.08% | 1.02% | $1,116.2万 | 4.7万股 | $873.0万 | 4.2万股 | +4,918股+11.73% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.96% | 1.09% | $990.4万 | 2.0万股 | $931.0万 | 1.9万股 | +365股+1.88% | 加仓 |
 PALO ALTOPANW |
| 0.94% | 0.5% | $973.7万 | 2.9万股 | $426.2万 | 2.7万股 | +1,970股+7.41% | 加仓 |
 埃克森美孚XOM |
| 0.9% | 1.09% | $925.3万 | 6.8万股 | $936.8万 | 5.5万股 | +1.2万股+22.56% | 加仓 |
 卡特彼勒CAT |
| 0.86% | 0.67% | $886.7万 | 8,327股 | $569.6万 | 8,040股 | +287股+3.57% | 加仓 |
 福泰制药VRTX |
| 0.81% | 0.82% | $838.0万 | 1.7万股 | $699.4万 | 1.6万股 | +1,208股+7.71% | 加仓 |
 VisaV |
| 0.8% | 0.75% | $822.3万 | 2.4万股 | $646.0万 | 2.1万股 | +2,596股+12.15% | 加仓 |
 VertivVRT |
| 0.77% | 0.71% | $797.6万 | 2.4万股 | $603.7万 | 2.4万股 | -269股-1.12% | 减仓 |
 艾伯维ABBV |
| 0.76% | 0.72% | $787.6万 | 3.1万股 | $618.7万 | 2.8万股 | +2,848股+10.01% | 加仓 |
 台积电TSM |
| 0.76% | 0.66% | $783.0万 | 1.6万股 | $563.4万 | 1.7万股 | -277股-1.66% | 减仓 |
 伊顿ETN |
| 0.72% | 0.54% | $741.2万 | 1.7万股 | $463.2万 | 1.3万股 | +4,444股+34.32% | 加仓 |
 高盛GS |
| 0.69% | 0.62% | $708.8万 | 7,008股 | $529.2万 | 6,256股 | +752股+12.02% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.68% | 0.85% | $703.4万 | 19.1万股 | $725.9万 | 19.2万股 | -500股-0.26% | 减仓 |
 强生JNJ |
| 0.68% | 0.5% | $698.8万 | 2.8万股 | $431.5万 | 1.8万股 | +9,863股+55.87% | 加仓 |
 贝莱德·INC COMBLK |
| 0.64% | 0.52% | $660.3万 | 6,867股 | $444.0万 | 4,617股 | +2,250股+48.73% | 加仓 |
 林德LIN |
| 0.62% | 0.65% | $645.7万 | 1.2万股 | $557.4万 | 1.1万股 | +1,202股+10.69% | 加仓 |
| V先锋领航指数基金VOO |
| 0.61% | 0.64% | $635.8万 | 9,257股 | $548.4万 | 9,177股 | +80股+0.87% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.55% | 0.24% | $571.3万 | 1.3万股 | $204.0万 | 1.2万股 | +813股+6.54% | 加仓 |
| N新纪元能源NEE |
| 0.53% | 0.41% | $548.2万 | 6.2万股 | $349.3万 | 3.8万股 | +2.5万股+66.08% | 加仓 |
 罗克韦尔自动化ROK |
| 0.52% | 0.44% | $536.8万 | 1.1万股 | $372.4万 | 1.0万股 | +466股+4.49% | 加仓 |
 直觉外科ISRG |
| 0.49% | 0.58% | $507.7万 | 1.3万股 | $499.0万 | 1.1万股 | +1,941股+17.93% | 加仓 |
| T赛默飞世尔TMO |
| 0.48% | 0.47% | $500.5万 | 9,982股 | $398.2万 | 8,102股 | +1,880股+23.20% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.48% | 0.5% | $496.1万 | 1.4万股 | $428.9万 | 1.5万股 | -910股-6.09% | 减仓 |
 TJXTJX |
| 0.47% | 0.34% | $482.5万 | 3.2万股 | $291.8万 | 1.8万股 | +1.4万股+74.29% | 加仓 |
 贝克休斯BKR |
| 0.47% | 0.51% | $481.1万 | 8.7万股 | $439.9万 | 7.2万股 | +1.5万股+20.29% | 加仓 |
 标普全球SPGI |
| 0.45% | 0.55% | $465.1万 | 1.1万股 | $473.7万 | 1.1万股 | +284股+2.55% | 加仓 |
 万事达MA |
| 0.44% | 0.25% | $457.2万 | 8,901股 | $211.8万 | 4,238股 | +4,663股+110.03% | 加仓 |
 家得宝HD |
| 0.42% | 0.45% | $433.5万 | 1.2万股 | $382.4万 | 1.2万股 | +663股+5.70% | 加仓 |
 第一资本COF |
| 0.41% | 0.34% | $420.4万 | 2.1万股 | $289.7万 | 1.6万股 | +5,071股+31.93% | 加仓 |
 摩根士丹利MS |
| 0.41% | 0.38% | $419.4万 | 2.0万股 | $320.9万 | 2.0万股 | +564股+2.89% | 加仓 |
 LOWES COS COMLOW |
| 0.37% | 0.28% | $380.1万 | 1.7万股 | $241.8万 | 1.0万股 | +7,008股+68.49% | 加仓 |
| G通用动力VTI |
| 0.36% | 0.32% | $368.6万 | 9,962股 | $272.0万 | 8,480股 | +1,482股+17.48% | 加仓 |
 达登饭店DRI |
| 0.34% | 0.27% | $348.1万 | 1.7万股 | $234.7万 | 1.2万股 | +4,924股+41.13% | 加仓 |
 联合太平洋铁路UNP |
| 0.34% | 0.36% | $347.2万 | 1.3万股 | $310.0万 | 1.3万股 | -15股-0.12% | 减仓 |
 雅培ABT |
| 0.33% | 0.48% | $343.4万 | 3.8万股 | $408.8万 | 4.0万股 | -1,974股-4.96% | 减仓 |
 南方电力SO |
| 0.31% | 0.21% | $317.8万 | 3.3万股 | $176.0万 | 1.8万股 | +1.5万股+82.06% | 加仓 |
 CrowdStrikeCRWD |
| 0.31% | 0.05% | $316.2万 | 4,143股 | $40.8万 | 1,045股 | +3,098股+296.46% | 加仓 |
 WASTE MGMT DELWM |
| 0.3% | 0.29% | $307.7万 | 1.4万股 | $246.9万 | 1.1万股 | +3,060股+28.48% | 加仓 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 0.29% | 0.21% | $301.7万 | 6,690股 | $177.1万 | 3,389股 | +3,301股+97.40% | 加仓 |
