| AAlphabet Inc Class CGOOG |
| 16.65% | 15.69% | $5,636.5万 | 16.0万股 | $4,760.9万 | 16.6万股 | -6,441股-3.88% | 减仓 |
 特斯拉TSLA |
| 12.78% | 12.23% | $4,328.2万 | 10.3万股 | $3,712.4万 | 10.0万股 | +3,044股+3.05% | 加仓 |
 PERIMETER SOLUTIONSPRM |
| 11.48% | 10.93% | $3,886.8万 | 109.0万股 | $3,315.2万 | 135.8万股 | -26.7万股-19.69% | 减仓 |
 TransDigmTDG |
| 9.45% | 8.87% | $3,198.1万 | 2.4万股 | $2,691.2万 | 2.3万股 | +789股+3.40% | 加仓 |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 5.71% | 5.29% | $1,934.7万 | 19.1万股 | $1,606.7万 | 13.7万股 | +5.3万股+38.88% | 加仓 |
 亚马逊AMZN |
| 4.72% | 4.08% | $1,596.7万 | 6.7万股 | $1,238.7万 | 5.9万股 | +7,518股+12.64% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 4.28% | 4.76% | $1,450.1万 | 2.9万股 | $1,445.4万 | 3.0万股 | -1,183股-3.92% | 减仓 |
 伍德沃德WWD |
| 3.55% | 3.39% | $1,201.6万 | 2.8万股 | $1,028.3万 | 2.9万股 | -486股-1.69% | 减仓 |
 万事达MA |
| 3.32% | 3.77% | $1,123.7万 | 2.2万股 | $1,143.4万 | 2.3万股 | -1,004股-4.39% | 减仓 |
 苹果AAPL |
| 3.16% | 3.24% | $1,068.8万 | 3.7万股 | $982.3万 | 3.9万股 | -1,768股-4.57% | 减仓 |
 TJXTJX |
| 1.96% | 2.37% | $665.3万 | 4.4万股 | $719.3万 | 4.5万股 | -1,131股-2.51% | 减仓 |
 迪尔DE |
| 1.85% | 1.88% | $627.2万 | 9,888股 | $571.9万 | 1.0万股 | -264股-2.60% | 减仓 |
 穆迪MCO |
| 1.78% | 1.99% | $602.2万 | 1.3万股 | $603.3万 | 1.4万股 | -535股-3.87% | 减仓 |
 Meta平台META |
| 1.62% | 2.68% | $549.4万 | 9,754股 | $812.7万 | 1.4万股 | -4,450股-31.33% | 减仓 |
 VisaV |
| 1.57% | 1.6% | $530.5万 | 1.5万股 | $484.8万 | 1.6万股 | -578股-3.60% | 减仓 |
 嘉信理财SCHW |
| 1.19% | 1.37% | $401.4万 | 4.4万股 | $414.6万 | 4.4万股 | -618股-1.40% | 减仓 |
 Markel Group Inc.MKL |
| 1.15% | 1.3% | $390.7万 | 2,001股 | $395.6万 | 2,067股 | -66股-3.19% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.06% | 1.08% | $357.9万 | 4,793股 | $327.8万 | 5,041股 | -248股-4.92% | 减仓 |
 宣伟SHW |
| 1.02% | 1.1% | $346.3万 | 1.0万股 | $332.6万 | 1.0万股 | -319股-3.07% | 减仓 |
 VeevaVEEV |
| 1.02% | 0.55% | $345.8万 | 1.9万股 | $166.5万 | 9,480股 | +1.0万股+105.52% | 加仓 |
 WASTE MGMT DELWM |
| 0.86% | 1.01% | $290.5万 | 1.3万股 | $306.1万 | 1.3万股 | -284股-2.13% | 减仓 |
 微软MSFT |
| 0.75% | 0.97% | $253.8万 | 6,804股 | $295.6万 | 7,984股 | -1,180股-14.78% | 减仓 |
 LOUISIANA PACLPX |
| 0.69% | 0.75% | $234.0万 | 3.0万股 | $228.6万 | 3.1万股 | -1,677股-5.34% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.66% | 0.71% | $224.7万 | 3股 | $215.4万 | 3股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 0.64% | 0.66% | $216.8万 | 7,969股 | $198.8万 | 8,193股 | -224股-2.73% | 减仓 |
 谷歌AGOOGL |
| 0.55% | 0.51% | $187.2万 | 5,237股 | $155.2万 | 5,397股 | -160股-2.96% | 减仓 |
 高露洁CL |
| 0.49% | 0.57% | $166.9万 | 1.8万股 | $172.7万 | 2.0万股 | -2,054股-10.14% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.45% | 0.48% | $153.3万 | 7,756股 | $145.6万 | 7,902股 | -146股-1.85% | 减仓 |
 强生JNJ |
| 0.38% | 0.43% | $128.9万 | 5,075股 | $131.0万 | 5,358股 | -283股-5.28% | 减仓 |
 ADPADP |
| 0.37% | 0.42% | $125.3万 | 5,596股 | $128.0万 | 6,299股 | -703股-11.16% | 减仓 |
 SYSCO COMSYY |
| 0.35% | 0.35% | $119.9万 | 1.4万股 | $105.2万 | 1.5万股 | -399股-2.71% | 减仓 |
 艺康ECL |
| 0.32% | 0.37% | $109.9万 | 3,926股 | $111.0万 | 4,161股 | -235股-5.65% | 减仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.3% | 0.29% | $100.5万 | 2,746股 | $87.3万 | 2,746股 | 00.00% | 持仓不变 |
 PAYCHEX COMPAYX |
| 0.24% | 0.26% | $81.8万 | 8,324股 | $77.9万 | 8,460股 | -136股-1.61% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.22% | 0.2% | $73.3万 | 2,440股 | $61.0万 | 2,458股 | -18股-0.73% | 减仓 |
 DANAHER DEL COMDHR |
| 0.2% | 0.22% | $68.2万 | 3,579股 | $67.8万 | 3,578股 | +1股+0.03% | 加仓 |
 AMGEN COMAMGN |
| 0.17% | 0.19% | $59.0万 | 1,628股 | $57.3万 | 1,628股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.15% | 0.18% | $52.5万 | 2,766股 | $53.9万 | 2,795股 | -29股-1.04% | 减仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 0.15% | 0.17% | $51.6万 | 6,887股 | $52.6万 | 7,191股 | -304股-4.23% | 减仓 |
| IIBMIBM |
| 0.15% | 0.14% | $50.4万 | 1,793股 | $43.5万 | 1,793股 | 00.00% | 持仓不变 |
| SSpaceXSPCX |
| 0.15% | — | $49.8万 | 2,915股 | $0 | 0股 | +2,915股 | 新买入 |
 美国运通AXP |
| 0.14% | 0.14% | $48.8万 | 1,442股 | $43.6万 | 1,442股 | 00.00% | 持仓不变 |
 洛克希德马丁LMT |
| 0.14% | 0.19% | $47.5万 | 932股 | $56.3万 | 932股 | 00.00% | 持仓不变 |
 BroadridgeBR |
| 0.14% | 0.24% | $46.1万 | 3,363股 | $72.1万 | 4,438股 | -1,075股-24.22% | 减仓 |
 宝洁PG |
| 0.13% | 0.15% | $45.6万 | 3,108股 | $44.9万 | 3,107股 | +1股+0.03% | 加仓 |
| IiShares安硕EWL |
| 0.13% | 0.14% | $44.6万 | 7,101股 | $41.8万 | 7,101股 | 00.00% | 持仓不变 |
 3M COMMMM |
| 0.12% | 0.12% | $41.1万 | 2,538股 | $37.5万 | 2,584股 | -46股-1.78% | 减仓 |
| IiShares安硕信托IXJ |
| 0.12% | 0.13% | $39.0万 | 3,963股 | $39.2万 | 4,193股 | -230股-5.49% | 减仓 |
| F富达·WISE ORIGIN BITCOIN FUNDFBTC |
| 0.11% | 0.15% | $38.5万 | 7,550股 | $44.6万 | 7,550股 | 00.00% | 持仓不变 |
 COMCAST NEW CL ACMCSA |
| 0.11% | 0.14% | $37.1万 | 1.5万股 | $43.9万 | 1.5万股 | -182股-1.19% | 减仓 |
