 伯克希尔哈撒韦BRK.B |
| 11.26% | 11.33% | $1.96亿 | 39.2万股 | $1.84亿 | 38.5万股 | +7,298股+1.90% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 10.27% | 11.44% | $1.79亿 | 50.6万股 | $1.86亿 | 64.9万股 | -14.3万股-21.97% | 减仓 |
 Arista网络ANET |
| 6.6% | 6.4% | $1.15亿 | 67.7万股 | $1.04亿 | 84.8万股 | -17.1万股-20.15% | 减仓 |
 微软MSFT |
| 5.29% | 5.27% | $9,213.3万 | 24.7万股 | $8,576.5万 | 23.2万股 | +1.5万股+6.60% | 加仓 |
 布鲁克菲尔德BN |
| 5.22% | 5.29% | $9,085.9万 | 213.3万股 | $8,611.5万 | 212.8万股 | +5,472股+0.26% | 加仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 5.1% | 4.41% | $8,889.1万 | 92.5万股 | $7,178.7万 | 99.1万股 | -6.6万股-6.65% | 减仓 |
 VisaV |
| 4.37% | 4.16% | $7,609.1万 | 22.2万股 | $6,771.1万 | 22.4万股 | -2,252股-1.01% | 减仓 |
 波音BA |
| 4.28% | 3.1% | $7,460.8万 | 34.5万股 | $5,048.7万 | 25.4万股 | +9.1万股+35.87% | 加仓 |
 DOLLAR GEN NEWDG |
| 3.88% | 4.22% | $6,754.4万 | 58.7万股 | $6,870.9万 | 57.9万股 | +8,079股+1.40% | 加仓 |
| IiShares安硕·U SIHF |
| 3.4% | 2.62% | $5,915.4万 | 106.9万股 | $4,257.9万 | 101.7万股 | +5.2万股+5.08% | 加仓 |
 GE航空GE |
| 3.25% | 1.93% | $5,663.5万 | 15.2万股 | $3,141.0万 | 11.1万股 | +4.1万股+36.91% | 加仓 |
 万事达MA |
| 3.21% | 3.05% | $5,583.6万 | 10.9万股 | $4,952.7万 | 9.9万股 | +9,593股+9.68% | 加仓 |
 Markel Group Inc.MKL |
| 3.13% | 3.24% | $5,451.6万 | 2.8万股 | $5,270.8万 | 2.8万股 | +377股+1.37% | 加仓 |
 恩智浦NXPI |
| 3.06% | 2.48% | $5,329.5万 | 19.0万股 | $4,040.3万 | 20.5万股 | -1.6万股-7.60% | 减仓 |
| Q高通QCOM |
| 2.92% | 2.93% | $5,087.7万 | 27.5万股 | $4,766.4万 | 37.0万股 | -9.5万股-25.61% | 减仓 |
| PPAYCOM SOFTWAREPAYC |
| 2.78% | 2.32% | $4,835.4万 | 38.5万股 | $3,776.6万 | 31.1万股 | +7.4万股+23.82% | 加仓 |
 ADOBE COMADBE |
| 2.77% | 2.69% | $4,823.8万 | 23.5万股 | $4,371.5万 | 18.0万股 | +5.5万股+30.83% | 加仓 |
 耐克NKE |
| 2.46% | 2.75% | $4,281.1万 | 104.3万股 | $4,465.4万 | 84.5万股 | +19.8万股+23.36% | 加仓 |
| BBROOKFIELD ASSET MANAGEMENT LTD CLASS A LTD VOTING SHS ISIN #CA1130041058 SEDOL #BPCPYH2MAGY |
| 2.43% | 1.56% | $4,235.4万 | 94.4万股 | $2,541.2万 | 57.2万股 | +37.3万股+65.18% | 加仓 |
 标普全球SPGI |
| 1.89% | 1.99% | $3,289.5万 | 8.1万股 | $3,239.0万 | 7.6万股 | +4,620股+6.07% | 加仓 |
 埃森哲ACN |
| 1.77% | 2.42% | $3,082.5万 | 24.8万股 | $3,940.5万 | 19.9万股 | +4.9万股+24.65% | 加仓 |
 ROSS STORES COMROST |
| 1.66% | 5.37% | $2,894.8万 | 13.6万股 | $8,727.5万 | 40.3万股 | -26.7万股-66.24% | 减仓 |
 联合太平洋铁路UNP |
| 1.66% | 1.58% | $2,890.7万 | 10.6万股 | $2,569.7万 | 10.6万股 | +360股+0.34% | 加仓 |
 财捷INTU |
| 1.34% | 1.7% | $2,327.3万 | 8.9万股 | $2,766.9万 | 6.4万股 | +2.5万股+39.34% | 加仓 |
 QUANTA SVCSPWR |
| 0.69% | 1% | $1,198.0万 | 1.7万股 | $1,619.4万 | 2.9万股 | -1.3万股-43.59% | 减仓 |
 联合健康UNH |
| 0.51% | 0.35% | $886.3万 | 2.1万股 | $570.7万 | 2.1万股 | +233股+1.10% | 加仓 |
 谷歌AGOOGL |
| 0.46% | 0.41% | $809.9万 | 2.3万股 | $663.4万 | 2.3万股 | -410股-1.78% | 减仓 |
 苹果AAPL |
| 0.46% | 0.38% | $800.3万 | 2.8万股 | $615.0万 | 2.4万股 | +3,422股+14.12% | 加仓 |
 亚马逊AMZN |
| 0.28% | 0.23% | $486.8万 | 2.0万股 | $372.1万 | 1.8万股 | +2,562股+14.34% | 加仓 |
 TJXTJX |
| 0.18% | 0.4% | $309.1万 | 2.0万股 | $654.3万 | 4.1万股 | -2.1万股-50.20% | 减仓 |
 家得宝HD |
| 0.16% | 0.15% | $274.9万 | 7,795股 | $244.9万 | 7,446股 | +349股+4.69% | 加仓 |
| SSANDISK COMSNDK |
| 0.15% | 0.05% | $264.9万 | 1,165股 | $74.0万 | 1,165股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.15% | 0.13% | $255.0万 | 7,789股 | $214.9万 | 7,307股 | +482股+6.60% | 加仓 |
 西部数据WDC |
| 0.14% | 0.06% | $237.3万 | 3,716股 | $94.7万 | 3,500股 | +216股+6.17% | 加仓 |
| V先锋领航指数基金VOO |
| 0.13% | 0.11% | $218.6万 | 3,183股 | $186.8万 | 3,126股 | +57股+1.82% | 加仓 |
 AMGEN COMAMGN |
| 0.12% | 0.13% | $216.2万 | 5,971股 | $213.2万 | 6,060股 | -89股-1.47% | 减仓 |
 汽车地带AZO |
| 0.12% | 0.13% | $205.8万 | 644股 | $217.5万 | 644股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.12% | 0.12% | $204.7万 | 2,741股 | $192.4万 | 2,959股 | -218股-7.37% | 减仓 |
 摩根士丹利MS |
| 0.1% | 0.08% | $168.1万 | 8,041股 | $132.3万 | 8,041股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.09% | 0.09% | $164.1万 | 6,460股 | $147.4万 | 6,030股 | +430股+7.13% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.09% | 0.07% | $161.8万 | 8,491股 | $112.5万 | 8,468股 | +23股+0.27% | 加仓 |
 英伟达NVDA |
| 0.09% | 0.07% | $151.2万 | 7,557股 | $107.8万 | 6,184股 | +1,373股+22.20% | 加仓 |
 VALERO ENERGY COMVLO |
| 0.09% | 0.08% | $149.9万 | 5,755股 | $135.7万 | 5,494股 | +261股+4.75% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.06% | 0.07% | $111.3万 | 1.3万股 | $107.3万 | 1.3万股 | -7股-0.05% | 减仓 |
| V先锋领航全球基金VGT |
| 0.06% | — | $99.3万 | 8,305股 | $0 | 0股 | +8,305股 | 新买入 |
 博通AVGO |
| 0.06% | 0.04% | $96.3万 | 2,548股 | $72.4万 | 2,338股 | +210股+8.98% | 加仓 |
 可口可乐KO |
| 0.05% | 0.05% | $93.6万 | 1.2万股 | $85.9万 | 1.1万股 | +228股+2.02% | 加仓 |
| I景顺QQQ信托VOO |
| 0.05% | 0.04% | $90.7万 | 1,232股 | $71.1万 | 1,232股 | 00.00% | 持仓不变 |
 PHILIP MORRIS INTLPM |
| 0.05% | 0.05% | $84.2万 | 4,653股 | $77.6万 | 4,693股 | -40股-0.85% | 减仓 |
 第一资本COF |
| 0.05% | 0.05% | $81.8万 | 4,076股 | $74.4万 | 4,076股 | 00.00% | 持仓不变 |
