 HEICOHEI |
| 8.86% | 6.34% | $7,062.4万 | 27.4万股 | $4,954.5万 | 23.5万股 | +3.9万股+16.67% | 加仓 |
| NNVRNVR |
| 8.28% | 8.13% | $6,602.9万 | 9,691股 | $6,356.6万 | 9,646股 | +45股+0.47% | 加仓 |
 PRIMERICAPRI |
| 7.66% | 8.04% | $6,107.2万 | 21.5万股 | $6,284.6万 | 25.1万股 | -3.6万股-14.35% | 减仓 |
 GRACOGGG |
| 7.28% | 5.37% | $5,810.0万 | 76.8万股 | $4,194.4万 | 49.6万股 | +27.3万股+55.08% | 加仓 |
 BROWN & BROWN COMBRO |
| 7.27% | 5.35% | $5,794.4万 | 90.3万股 | $4,184.0万 | 64.2万股 | +26.2万股+40.78% | 加仓 |
 马丁玛丽埃塔MLM |
| 6.78% | 6.81% | $5,404.6万 | 9.4万股 | $5,321.3万 | 9.0万股 | +3,322股+3.68% | 加仓 |
 VeevaVEEV |
| 6.06% | 7.13% | $4,834.0万 | 27.2万股 | $5,572.0万 | 31.7万股 | -4.5万股-14.13% | 减仓 |
 明晟MSCI |
| 6.05% | 7.55% | $4,823.1万 | 8.6万股 | $5,901.1万 | 10.9万股 | -2.3万股-21.34% | 减仓 |
| FFASTENAL COMFAST |
| 5.8% | 5.66% | $4,624.5万 | 96.3万股 | $4,424.5万 | 95.4万股 | +9,287股+0.97% | 加仓 |
 穆迪MCO |
| 5.72% | 5.57% | $4,564.4万 | 10.1万股 | $4,349.6万 | 10.0万股 | +1,074股+1.08% | 加仓 |
 IDEXX LABS COMIDXX |
| 5.52% | 4.04% | $4,402.8万 | 8.4万股 | $3,158.3万 | 5.6万股 | +2.7万股+48.79% | 加仓 |
 OLD DOMINION FREIGHT LINE INODFL |
| 4.75% | 9.4% | $3,788.4万 | 17.5万股 | $7,346.5万 | 37.6万股 | -20.1万股-53.48% | 减仓 |
| TTyler科技TYL |
| 3.89% | 5.28% | $3,106.4万 | 10.6万股 | $4,124.3万 | 12.0万股 | -1.4万股-11.82% | 减仓 |
 高德纳IT |
| 2.44% | 2% | $1,948.4万 | 15.0万股 | $1,560.6万 | 9.9万股 | +5.2万股+52.52% | 加仓 |
 BOOKING COMBKNG |
| 2.27% | 3.39% | $1,813.1万 | 10.2万股 | $2,648.7万 | 6,291股 | +9.5万股+1,516.91% | 加仓 |
 COPART COMCPRT |
| 1.88% | 2.23% | $1,497.7万 | 53.1万股 | $1,738.7万 | 52.4万股 | +7,564股+1.44% | 加仓 |
| SSPDR黄金信托GLD |
| 1.33% | 1.61% | $1,059.8万 | 2.9万股 | $1,256.8万 | 2.9万股 | -440股-1.51% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 1.23% | 1.15% | $984.9万 | 11.8万股 | $895.7万 | 11.9万股 | -1,665股-1.40% | 减仓 |
 Vulcan材料VMC |
| 0.99% | 0.92% | $791.7万 | 2.7万股 | $721.9万 | 2.7万股 | +324股+1.22% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 0.93% | 0.9% | $737.9万 | 4.8万股 | $707.0万 | 4.8万股 | -665股-1.37% | 减仓 |
 POOLPOOL |
| 0.88% | — | $702.7万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.78% | 0.77% | $621.8万 | 1.2万股 | $604.4万 | 1.3万股 | -187股-1.48% | 减仓 |
| V先锋领航白厅基金VYMI |
| 0.77% | 0.77% | $615.1万 | 6.3万股 | $598.5万 | 6.4万股 | -873股-1.37% | 减仓 |
| V先锋领航指数基金VOO |
| 0.74% | — | $587.0万 | 8,547股 | $0 | 0股 | +8,547股 | 新买入 |
| V先锋领航白厅基金VYM |
| 0.68% | 0.4% | $542.3万 | 3.4万股 | $316.2万 | 2.1万股 | +1.3万股+60.73% | 加仓 |
| S嘉信策略信托SCHD |
| 0.61% | — | $483.3万 | 15.2万股 | $0 | 0股 | +15.2万股 | 新买入 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 0.36% | 0.33% | $290.6万 | 8,578股 | $256.9万 | 8,704股 | -126股-1.45% | 减仓 |
 U HAUL HOLDINGSCL |
| 0.04% | 0.03% | $27.9万 | 5,010股 | $25.0万 | 5,010股 | 00.00% | 持仓不变 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.03% | 0.03% | $27.2万 | 1.2万股 | $26.5万 | 1.1万股 | +351股+3.08% | 加仓 |
| IiShares安硕信托SGOV |
| 0.03% | 0.02% | $24.0万 | 2,385股 | $16.2万 | 1,609股 | +776股+48.23% | 加仓 |
| IiShares安硕信托ITB |
| 0.03% | 0.02% | $22.0万 | 2,107股 | $18.8万 | 2,078股 | +29股+1.40% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.03% | 0.02% | $22.0万 | 7,593股 | $18.6万 | 7,417股 | +176股+2.37% | 加仓 |
| S嘉信策略信托SCHF |
| 0.02% | 0.02% | $19.7万 | 7,108股 | $17.2万 | 6,936股 | +172股+2.48% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.01% | 0.01% | $6.0万 | 706股 | $5.4万 | 706股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.01% | 0.01% | $5.2万 | 141股 | $4.5万 | 141股 | 00.00% | 持仓不变 |
