 DAILY JOURNALDJCO |
| 15.74% | 12.7% | $2.13亿 | 35.4万股 | $1.74亿 | 36.1万股 | -6,265股-1.74% | 减仓 |
 阿里巴巴BABA |
| 15.73% | 19.8% | $2.13亿 | 221.7万股 | $2.71亿 | 216.2万股 | +5.6万股+2.57% | 加仓 |
 WELLS FARGO NEWWFC |
| 10.26% | 10% | $1.39亿 | 168.0万股 | $1.37亿 | 172.1万股 | -4.1万股-2.39% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 9.46% | 8.52% | $1.28亿 | 25.6万股 | $1.17亿 | 24.4万股 | +1.2万股+5.07% | 加仓 |
 WHIRLPOOL COMWHR |
| 9.15% | 9.54% | $1.24亿 | 314.0万股 | $1.31亿 | 242.3万股 | +71.8万股+29.63% | 加仓 |
| FFOX FACTORYFOXF |
| 6.74% | 6.65% | $9,119.3万 | 538.2万股 | $9,107.4万 | 553.3万股 | -15.1万股-2.74% | 减仓 |
| IiShares安硕信托SGOV |
| 6.29% | 5.3% | $8,509.0万 | 84.5万股 | $7,255.4万 | 72.1万股 | +12.4万股+17.27% | 加仓 |
| CCARTERSCRI |
| 4.39% | 6.11% | $5,943.7万 | 144.4万股 | $8,376.3万 | 234.2万股 | -89.8万股-38.35% | 减仓 |
 KRAFT HEINZ COMKHC |
| 4.1% | 5.26% | $5,549.8万 | 235.0万股 | $7,207.1万 | 320.5万股 | -85.5万股-26.68% | 减仓 |
 埃克森美孚XOM |
| 3.05% | 3.98% | $4,122.4万 | 30.2万股 | $5,454.6万 | 32.2万股 | -2.0万股-6.21% | 减仓 |
 POLARISPII |
| 2.52% | 3.53% | $3,416.6万 | 49.9万股 | $4,839.4万 | 88.8万股 | -38.9万股-43.78% | 减仓 |
 微软MSFT |
| 2.49% | 2.45% | $3,370.2万 | 9.0万股 | $3,355.9万 | 9.1万股 | -309股-0.34% | 减仓 |
 露露乐蒙LULU |
| 1.99% | 0.82% | $2,689.9万 | 23.6万股 | $1,123.5万 | 7.3万股 | +16.2万股+221.02% | 加仓 |
 ADOBE COMADBE |
| 1.58% | 0.9% | $2,135.3万 | 10.4万股 | $1,227.7万 | 5.1万股 | +5.4万股+106.22% | 加仓 |
 CROCSCROX |
| 1.43% | — | $1,934.1万 | 16.0万股 | $0 | 0股 | +16.0万股 | 新买入 |
| AAMC GLOBAL MEDIA INC CL AAMCX |
| 1.03% | 0.75% | $1,399.1万 | 140.2万股 | $1,034.1万 | 152.3万股 | -12.1万股-7.95% | 减仓 |
 HELEN OF TROY COMHELE |
| 1.02% | 1.24% | $1,379.7万 | 47.5万股 | $1,692.7万 | 117.4万股 | -69.9万股-59.57% | 减仓 |
| BBLOCK H & RHRB |
| 0.83% | 0.83% | $1,128.2万 | 29.6万股 | $1,143.8万 | 36.0万股 | -6.4万股-17.78% | 减仓 |
 腾讯音乐TME |
| 0.66% | — | $891.3万 | 105.4万股 | $0 | 0股 | +105.4万股 | 新买入 |
 WINNEBAGO INDSWGO |
| 0.3% | 0.38% | $405.4万 | 13.0万股 | $515.1万 | 16.6万股 | -3.6万股-21.94% | 减仓 |
 好市多COST |
| 0.3% | 0.31% | $404.0万 | 4,319股 | $421.2万 | 4,227股 | +92股+2.18% | 加仓 |
 苹果AAPL |
| 0.17% | 0.13% | $226.9万 | 7,841股 | $184.8万 | 7,282股 | +559股+7.68% | 加仓 |
| IIBMIBM |
| 0.13% | 0.11% | $179.4万 | 6,378股 | $154.8万 | 6,387股 | -9股-0.14% | 减仓 |
 REPUBLIC SVCSRSG |
| 0.09% | 0.1% | $128.0万 | 6,006股 | $133.1万 | 6,078股 | -72股-1.18% | 减仓 |
| IINVESCO SHORT TERM TREASURY ETFTBLL |
| 0.09% | 0.09% | $123.3万 | 1.2万股 | $125.9万 | 1.2万股 | -242股-2.03% | 减仓 |
 英伟达NVDA |
| 0.09% | 0.07% | $118.4万 | 5,919股 | $100.1万 | 5,740股 | +179股+3.12% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.07% | 0.07% | $90.6万 | 7,169股 | $99.9万 | 7,169股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 0.06% | — | $74.9万 | 1股 | $0 | 0股 | +1股 | 新买入 |
 埃森哲ACN |
| 0.04% | 0.06% | $49.3万 | 3,960股 | $82.3万 | 4,153股 | -193股-4.65% | 减仓 |
 雪佛龙CVX |
| 0.03% | 0.04% | $45.2万 | 2,728股 | $54.3万 | 2,623股 | +105股+4.00% | 加仓 |
 星巴克SBUX |
| 0.03% | 0.03% | $41.7万 | 4,079股 | $36.5万 | 4,074股 | +5股+0.12% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.02% | — | $28.8万 | 815股 | $0 | 0股 | +815股 | 新买入 |
| IiShares安硕信托IVV |
| 0.02% | 0.02% | $28.5万 | 381股 | $25.6万 | 392股 | -11股-2.81% | 减仓 |
 史赛克SYK |
| 0.02% | — | $25.3万 | 803股 | $0 | 0股 | +803股 | 新买入 |
 US FOODSUSFD |
| 0.02% | — | $21.9万 | 2,137股 | $0 | 0股 | +2,137股 | 新买入 |
 谷歌AGOOGL |
| 0.02% | — | $21.6万 | 605股 | $0 | 0股 | +605股 | 新买入 |
 甲骨文ORCL |
| 0.02% | 0.02% | $21.4万 | 1,460股 | $21.9万 | 1,487股 | -27股-1.82% | 减仓 |
 TJXTJX |
| 0.02% | 0.02% | $20.8万 | 1,371股 | $21.8万 | 1,367股 | +4股+0.29% | 加仓 |
| XXPONENTIAL FITNESS INC COM CL AXPOF |
| 0.02% | 0.01% | $20.8万 | 3.0万股 | $18.1万 | 3.0万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.01% | — | $20.3万 | 851股 | $0 | 0股 | +851股 | 新买入 |
