 伯克希尔哈撒韦BRK.B |
| 13.8% | 13.69% | $1.06亿 | 21.1万股 | $1.02亿 | 21.3万股 | -1,443股-0.68% | 减仓 |
 苹果AAPL |
| 6.61% | 6.05% | $5,057.5万 | 17.5万股 | $4,498.8万 | 17.7万股 | -2,484股-1.40% | 减仓 |
 强生JNJ |
| 5.14% | 5.15% | $3,932.7万 | 15.5万股 | $3,830.6万 | 15.7万股 | -1,860股-1.19% | 减仓 |
 TJXTJX |
| 4.73% | 5.18% | $3,619.8万 | 23.9万股 | $3,850.0万 | 24.1万股 | -2,148股-0.89% | 减仓 |
 谷歌AGOOGL |
| 4.7% | 3.91% | $3,598.2万 | 10.1万股 | $2,905.3万 | 10.1万股 | -348股-0.34% | 减仓 |
 BOOKING COMBKNG |
| 4.17% | 3.9% | $3,187.8万 | 17.9万股 | $2,903.4万 | 6,896股 | +17.2万股+2,493.53% | 加仓 |
 微软MSFT |
| 3.49% | 3.54% | $2,669.7万 | 7.2万股 | $2,630.3万 | 7.1万股 | +511股+0.72% | 加仓 |
 英伟达NVDA |
| 3.44% | 2.88% | $2,635.6万 | 13.2万股 | $2,144.4万 | 12.3万股 | +8,762股+7.13% | 加仓 |
 VisaV |
| 3.41% | 3.09% | $2,607.7万 | 7.6万股 | $2,300.0万 | 7.6万股 | -92股-0.12% | 减仓 |
 通用动力GD |
| 3.11% | 3.07% | $2,380.7万 | 6.7万股 | $2,287.4万 | 6.7万股 | +561股+0.84% | 加仓 |
 万事达MA |
| 2.54% | 2.52% | $1,940.9万 | 3.8万股 | $1,874.8万 | 3.8万股 | +268股+0.71% | 加仓 |
 亚马逊AMZN |
| 2.52% | 2.24% | $1,926.6万 | 8.1万股 | $1,668.7万 | 8.0万股 | +715股+0.89% | 加仓 |
 ADPADP |
| 2.51% | 2.31% | $1,920.1万 | 8.6万股 | $1,722.1万 | 8.5万股 | +984股+1.16% | 加仓 |
 CorpayCPAY |
| 2.35% | 2.08% | $1,797.5万 | 5.4万股 | $1,549.8万 | 5.3万股 | +676股+1.27% | 加仓 |
 百事可乐PEP |
| 2.29% | 2.64% | $1,755.7万 | 13.0万股 | $1,963.6万 | 12.6万股 | +3,219股+2.55% | 加仓 |
 ROSS STORES COMROST |
| 2.02% | 2.17% | $1,542.8万 | 7.2万股 | $1,611.7万 | 7.4万股 | -1,919股-2.58% | 减仓 |
 TEXAS ROADHOUSE CLASS ATXRH |
| 1.85% | 1.62% | $1,417.8万 | 7.3万股 | $1,203.1万 | 7.3万股 | +519股+0.71% | 加仓 |
 宝洁PG |
| 1.68% | 1.76% | $1,287.1万 | 8.8万股 | $1,310.7万 | 9.1万股 | -2,973股-3.28% | 减仓 |
 埃森哲ACN |
| 1.68% | 1.12% | $1,285.1万 | 10.3万股 | $834.5万 | 4.2万股 | +6.1万股+145.41% | 加仓 |
 雷神技术RTX |
| 1.61% | 1.69% | $1,231.8万 | 6.5万股 | $1,259.9万 | 6.5万股 | -389股-0.60% | 减仓 |
 瑞思迈RMD |
| 1.54% | 1.71% | $1,180.1万 | 6.1万股 | $1,271.8万 | 5.7万股 | +3,899股+6.88% | 加仓 |
 Genuine Parts Co ComGPC |
| 1.48% | 1.77% | $1,132.6万 | 9.6万股 | $1,317.5万 | 12.5万股 | -2.9万股-22.95% | 减仓 |
 PAYCHEX COMPAYX |
| 1.39% | 0.95% | $1,060.1万 | 10.8万股 | $706.5万 | 7.7万股 | +3.1万股+40.57% | 加仓 |
 GENTEXGNTX |
| 1.33% | 1.3% | $1,015.9万 | 40.2万股 | $965.6万 | 44.2万股 | -4.0万股-9.02% | 减仓 |
 BroadridgeBR |
| 1.32% | 1.58% | $1,009.2万 | 7.4万股 | $1,173.4万 | 7.2万股 | +1,474股+2.04% | 加仓 |
 Meta平台META |
| 1.19% | 0.97% | $907.4万 | 1.6万股 | $723.0万 | 1.3万股 | +3,471股+27.46% | 加仓 |
| FFASTENAL COMFAST |
| 1.15% | 1.15% | $881.7万 | 18.4万股 | $854.8万 | 18.4万股 | -644股-0.35% | 减仓 |
 美国运通AXP |
| 1.06% | 0.97% | $808.5万 | 2.4万股 | $723.0万 | 2.4万股 | 00.00% | 持仓不变 |
 史赛克SYK |
| 0.97% | 0.63% | $744.9万 | 2.4万股 | $472.0万 | 1.4万股 | +9,298股+64.74% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.91% | 0.76% | $693.0万 | 2.0万股 | $562.6万 | 2.0万股 | 00.00% | 持仓不变 |
 TRACTOR SUPPLY COMTSCO |
| 0.78% | 1.16% | $599.6万 | 19.0万股 | $861.4万 | 19.0万股 | -471股-0.25% | 减仓 |
| KKINSALE CAPKNSL |
| 0.76% | 1.06% | $579.1万 | 1.8万股 | $785.2万 | 2.3万股 | -5,425股-23.60% | 减仓 |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 0.73% | 2.25% | $561.2万 | 14.5万股 | $1,670.6万 | 27.2万股 | -12.7万股-46.78% | 减仓 |
| VVSEVSEC |
| 0.72% | 0.6% | $549.6万 | 2.4万股 | $443.6万 | 2.4万股 | 00.00% | 持仓不变 |
| FFACTSET RESH SYSFDS |
| 0.67% | 0.67% | $512.7万 | 2.2万股 | $496.6万 | 2.3万股 | -600股-2.62% | 减仓 |
 ADOBE COMADBE |
| 0.61% | 0.93% | $469.2万 | 2.3万股 | $695.2万 | 2.9万股 | -5,716股-19.99% | 减仓 |
| G通用动力VTI |
| 0.59% | 0.53% | $451.4万 | 1.2万股 | $391.3万 | 1.2万股 | +1股+0.01% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.39% | 0.39% | $299.5万 | 4股 | $287.3万 | 4股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.38% | 0.3% | $294.3万 | 2,453股 | $225.7万 | 2,453股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHR |
| 0.36% | 0.37% | $275.2万 | 11.2万股 | $277.6万 | 11.1万股 | +150股+0.13% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.32% | 0.29% | $248.1万 | 8.6万股 | $219.0万 | 8.7万股 | -1,576股-1.81% | 减仓 |
 摩根大通JPM |
| 0.31% | 0.29% | $237.7万 | 7,263股 | $213.7万 | 7,263股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.27% | 0.35% | $208.4万 | 1.3万股 | $262.6万 | 1.3万股 | -119股-0.94% | 减仓 |
 艾伯维ABBV |
| 0.23% | 0.21% | $179.4万 | 7,128股 | $155.0万 | 7,128股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VNQ |
| 0.22% | 0.15% | $168.8万 | 1.8万股 | $115.1万 | 1.3万股 | +5,061股+38.89% | 加仓 |
 默沙东MRK |
| 0.22% | 0.22% | $166.2万 | 1.3万股 | $161.9万 | 1.3万股 | -526股-3.91% | 减仓 |
| BBANK OF AMERBAC |
| 0.19% | 0.17% | $144.2万 | 2.5万股 | $123.4万 | 2.5万股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.19% | 0.19% | $142.1万 | 1.5万股 | $142.3万 | 1.5万股 | 00.00% | 持仓不变 |
 星座能源CEG |
| 0.18% | 0.21% | $140.3万 | 5,647股 | $159.2万 | 5,701股 | -54股-0.95% | 减仓 |
 布鲁克菲尔德BN |
| 0.18% | 0.18% | $137.0万 | 3.2万股 | $131.1万 | 3.2万股 | -216股-0.67% | 减仓 |
