| AAlphabet Inc Class CGOOG |
| 7.27% | 7.72% | $1.05亿 | 36.7万股 | $1.16亿 | 36.9万股 | -1,325股-0.36% | 减仓 |
 联合健康UNH |
| 5.62% | 6.79% | $8,151.4万 | 30.1万股 | $1.02亿 | 30.8万股 | -7,016股-2.28% | 减仓 |
| WWATSCOWSO |
| 4.31% | 3.74% | $6,252.2万 | 17.2万股 | $5,599.2万 | 16.6万股 | +5,692股+3.43% | 加仓 |
 EQTEQT |
| 4.07% | 3.85% | $5,899.7万 | 92.7万股 | $5,765.4万 | 107.6万股 | -14.9万股-13.81% | 减仓 |
 微软MSFT |
| 3.83% | 3.67% | $5,549.7万 | 15.0万股 | $5,495.8万 | 11.4万股 | +3.6万股+31.93% | 加仓 |
 NORTHROP GRUMMAN COMNOC |
| 3.6% | 2.92% | $5,224.8万 | 7.7万股 | $4,370.3万 | 7.7万股 | -60股-0.08% | 减仓 |
 西屋制动WAB |
| 3.54% | 3.81% | $5,125.5万 | 20.5万股 | $5,711.3万 | 26.8万股 | -6.2万股-23.35% | 减仓 |
 CorpayCPAY |
| 3.44% | 3.35% | $4,992.5万 | 17.2万股 | $5,025.4万 | 16.7万股 | +4,577股+2.74% | 加仓 |
 英伟达NVDA |
| 3.36% | 3.48% | $4,873.5万 | 27.9万股 | $5,215.0万 | 28.0万股 | -180股-0.06% | 减仓 |
 阿斯麦ASML |
| 3.16% | 3.78% | $4,583.8万 | 3.5万股 | $5,667.2万 | 5.3万股 | -1.8万股-34.48% | 减仓 |
 礼来LLY |
| 3.04% | 3.72% | $4,405.1万 | 4.8万股 | $5,568.5万 | 5.2万股 | -3,921股-7.57% | 减仓 |
 台积电TSM |
| 2.98% | 1.09% | $4,318.3万 | 12.8万股 | $1,628.2万 | 5.4万股 | +7.4万股+138.48% | 加仓 |
 苹果AAPL |
| 2.97% | 3.08% | $4,305.6万 | 17.0万股 | $4,620.1万 | 17.0万股 | -292股-0.17% | 减仓 |
 亚马逊AMZN |
| 2.91% | 3.12% | $4,212.8万 | 20.2万股 | $4,673.6万 | 20.2万股 | -204股-0.10% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 2.74% | 2.62% | $3,972.3万 | 43.0万股 | $3,925.8万 | 43.0万股 | -92股-0.02% | 减仓 |
 Meta平台META |
| 2.71% | 2.79% | $3,926.0万 | 6.9万股 | $4,188.2万 | 6.3万股 | +5,171股+8.15% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.53% | 2.4% | $3,671.6万 | 7.7万股 | $3,596.9万 | 7.2万股 | +5,061股+7.07% | 加仓 |
 ChipotleCMG |
| 2.41% | 3.26% | $3,490.4万 | 109.0万股 | $4,884.7万 | 132.0万股 | -23.0万股-17.40% | 减仓 |
 BOOKING COMBKNG |
| 2.32% | — | $3,367.0万 | 7,997股 | $0 | 0股 | +7,997股 | 新买入 |
 优步UBER |
| 2.26% | — | $3,271.9万 | 45.5万股 | $0 | 0股 | +45.5万股 | 新买入 |
 IDEXX LABS COMIDXX |
| 2.1% | 2.44% | $3,038.0万 | 5.4万股 | $3,660.2万 | 5.4万股 | -35股-0.06% | 减仓 |
 卡特彼勒CAT |
| 1.46% | 1.26% | $2,122.0万 | 3.0万股 | $1,894.1万 | 3.3万股 | -3,111股-9.41% | 减仓 |
 南方铜业SCCO |
| 1.36% | 1.22% | $1,978.4万 | 11.5万股 | $1,823.6万 | 12.7万股 | -1.2万股-9.54% | 减仓 |
 雷神技术RTX |
| 1.31% | 1.3% | $1,899.3万 | 9.8万股 | $1,951.0万 | 10.6万股 | -7,919股-7.44% | 减仓 |
 思科CSCO |
| 1.29% | 1.24% | $1,864.2万 | 24.0万股 | $1,853.0万 | 24.1万股 | -292股-0.12% | 减仓 |
 戴蒙德能源FANG |
| 1.28% | 0.94% | $1,850.6万 | 9.4万股 | $1,406.5万 | 9.4万股 | 00.00% | 持仓不变 |
 TOYOTA MOTOR ADSTM |
| 1.22% | 1.23% | $1,767.9万 | 8.6万股 | $1,836.2万 | 8.6万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 1.18% | 1.25% | $1,708.3万 | 5.8万股 | $1,874.8万 | 5.8万股 | -109股-0.19% | 减仓 |
 博通AVGO |
| 1.16% | 1.26% | $1,685.7万 | 5.4万股 | $1,889.2万 | 5.5万股 | -120股-0.22% | 减仓 |
| FFASTENAL COMFAST |
| 1.14% | 0.96% | $1,659.2万 | 35.8万股 | $1,436.7万 | 35.8万股 | -405股-0.11% | 减仓 |
 洛克希德马丁LMT |
| 1.13% | 0.88% | $1,642.3万 | 2.7万股 | $1,319.6万 | 2.7万股 | -110股-0.40% | 减仓 |
 HEICO NEW CL AHEI |
| 1.13% | 1.09% | $1,630.9万 | 7.7万股 | $1,632.0万 | 6.5万股 | +1.3万股+19.50% | 加仓 |
| N新纪元能源NEE |
| 1.11% | 0.93% | $1,610.7万 | 17.3万股 | $1,393.3万 | 17.4万股 | -144股-0.08% | 减仓 |
 伊顿ETN |
| 1.07% | — | $1,554.6万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
 麦当劳MCD |
| 1.01% | 0.96% | $1,461.8万 | 4.7万股 | $1,440.4万 | 4.7万股 | -93股-0.20% | 减仓 |
 黑石集团BX |
| 1.01% | 0.94% | $1,461.1万 | 12.7万股 | $1,410.5万 | 9.2万股 | +3.6万股+38.86% | 加仓 |
 谷歌AGOOGL |
| 0.92% | 0.97% | $1,332.6万 | 4.6万股 | $1,450.5万 | 4.6万股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 0.91% | 0.9% | $1,323.9万 | 5.6万股 | $1,354.0万 | 5.6万股 | -117股-0.21% | 减仓 |
 ZOETIS CL AZTS |
| 0.82% | 0.83% | $1,193.9万 | 10.1万股 | $1,249.3万 | 9.9万股 | +1,703股+1.72% | 加仓 |
 AMERICAN TOWER COMAMT |
| 0.82% | 0.81% | $1,193.3万 | 6.9万股 | $1,215.6万 | 6.9万股 | -91股-0.13% | 减仓 |
 耐克NKE |
| 0.71% | 2.48% | $1,027.7万 | 19.5万股 | $3,713.2万 | 58.3万股 | -38.8万股-66.62% | 减仓 |
 PAYCHEX COMPAYX |
| 0.67% | 0.79% | $976.7万 | 10.6万股 | $1,191.1万 | 10.6万股 | -161股-0.15% | 减仓 |
 MONOLITHIC PWR SYSMPWR |
| 0.66% | 0.61% | $952.9万 | 8,715股 | $915.2万 | 1.0万股 | -1,382股-13.69% | 减仓 |
 HEICOHEI |
| 0.58% | 1.54% | $837.7万 | 3.1万股 | $2,311.4万 | 7.1万股 | -4.1万股-57.23% | 减仓 |
 好市多COST |
| 0.57% | 0.48% | $827.4万 | 8,304股 | $720.5万 | 8,355股 | -51股-0.61% | 减仓 |
 直觉外科ISRG |
| 0.52% | 0.62% | $750.5万 | 1.6万股 | $925.2万 | 1.6万股 | -55股-0.34% | 减仓 |
 宣伟SHW |
| 0.51% | 0.5% | $742.3万 | 2.3万股 | $753.6万 | 2.3万股 | -100股-0.43% | 减仓 |
 VisaV |
| 0.51% | 0.57% | $735.4万 | 2.4万股 | $855.1万 | 2.4万股 | -50股-0.21% | 减仓 |
 万事达MA |
| 0.5% | 0.55% | $718.3万 | 1.4万股 | $821.8万 | 1.4万股 | -20股-0.14% | 减仓 |
 Markel Group Inc.MKL |
| 0.47% | 0.51% | $682.2万 | 3,564股 | $758.2万 | 3,527股 | +37股+1.05% | 加仓 |
