 万事达MA |
| 7.05% | 7.08% | $8,006.9万 | 15.6万股 | $7,818.4万 | 15.6万股 | -577股-0.37% | 减仓 |
 穆迪MCO |
| 6.94% | 6.91% | $7,890.3万 | 17.4万股 | $7,632.8万 | 17.5万股 | -753股-0.43% | 减仓 |
 FICOFICO |
| 6.54% | 4.72% | $7,435.8万 | 6.2万股 | $5,211.5万 | 4.9万股 | +1.3万股+27.49% | 加仓 |
 COPART COMCPRT |
| 6.2% | 5.28% | $7,043.7万 | 249.9万股 | $5,831.1万 | 175.6万股 | +74.2万股+42.26% | 加仓 |
 TransDigmTDG |
| 5.42% | 3.17% | $6,159.6万 | 4.6万股 | $3,497.3万 | 3.0万股 | +1.6万股+53.24% | 加仓 |
 微软MSFT |
| 5.38% | 5.52% | $6,115.5万 | 16.4万股 | $6,101.4万 | 16.5万股 | -883股-0.54% | 减仓 |
 明晟MSCI |
| 5.14% | 5.21% | $5,836.0万 | 10.4万股 | $5,761.3万 | 10.7万股 | -2,679股-2.51% | 减仓 |
 林德LIN |
| 4.29% | 3.93% | $4,872.2万 | 9.4万股 | $4,341.6万 | 8.8万股 | +6,313股+7.21% | 加仓 |
 AON SHS CL AAON |
| 4.24% | 4.3% | $4,813.9万 | 14.5万股 | $4,745.2万 | 14.7万股 | -1,876股-1.28% | 减仓 |
 VERISK ANALYTICS COMVRSK |
| 3.97% | 3.75% | $4,513.0万 | 25.1万股 | $4,148.0万 | 21.9万股 | +3.3万股+14.99% | 加仓 |
 芝加哥商品交易所CME |
| 3.89% | 3.63% | $4,417.8万 | 20.0万股 | $4,011.9万 | 13.6万股 | +6.4万股+47.28% | 加仓 |
 WASTE MGMT DELWM |
| 3.78% | 4.59% | $4,299.6万 | 19.3万股 | $5,070.6万 | 22.1万股 | -2.8万股-12.58% | 减仓 |
 亚马逊AMZN |
| 3.77% | 3.62% | $4,278.5万 | 18.0万股 | $3,995.8万 | 19.2万股 | -1.2万股-6.43% | 减仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 3.44% | 3.69% | $3,911.3万 | 23.5万股 | $4,077.9万 | 23.5万股 | -431股-0.18% | 减仓 |
 REPUBLIC SVCSRSG |
| 3.41% | 3.85% | $3,872.2万 | 18.2万股 | $4,251.1万 | 19.4万股 | -1.2万股-6.37% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.27% | 3.77% | $3,710.3万 | 10.5万股 | $4,162.8万 | 14.5万股 | -4.0万股-27.64% | 减仓 |
 标普全球SPGI |
| 3.05% | 3.26% | $3,465.3万 | 8.5万股 | $3,603.4万 | 8.5万股 | +369股+0.44% | 加仓 |
 FERRARI COMRACE |
| 2.42% | 1.9% | $2,747.4万 | 7.4万股 | $2,104.0万 | 6.2万股 | +1.2万股+18.71% | 加仓 |
 加拿大国家铁路CNI |
| 2.18% | 2.39% | $2,479.5万 | 20.8万股 | $2,641.8万 | 25.7万股 | -4.9万股-19.11% | 减仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 2.15% | 2.41% | $2,438.2万 | 28.1万股 | $2,658.0万 | 33.8万股 | -5.7万股-16.73% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2% | 1.97% | $2,274.5万 | 4.5万股 | $2,178.4万 | 4.5万股 | -6股-0.01% | 减仓 |
 Vulcan材料VMC |
| 1.79% | 1.07% | $2,031.1万 | 6.9万股 | $1,186.6万 | 4.4万股 | +2.5万股+58.00% | 加仓 |
 VisaV |
| 1.7% | 1.57% | $1,928.3万 | 5.6万股 | $1,731.1万 | 5.7万股 | -1,072股-1.87% | 减仓 |
 Meta平台META |
| 1.65% | 1.29% | $1,869.6万 | 3.3万股 | $1,420.4万 | 2.5万股 | +8,365股+33.69% | 加仓 |
 马丁玛丽埃塔MLM |
| 1.6% | 1.21% | $1,819.1万 | 3.2万股 | $1,331.7万 | 2.3万股 | +8,922股+39.44% | 加仓 |
 宝洁PG |
| 1.43% | 1.48% | $1,622.4万 | 11.1万股 | $1,630.8万 | 11.3万股 | -2,267股-2.01% | 减仓 |
| CCRHCRH |
| 1.26% | 1.14% | $1,431.6万 | 13.4万股 | $1,261.8万 | 12.0万股 | +1.4万股+11.47% | 加仓 |
 高露洁CL |
| 0.69% | 0.67% | $786.4万 | 8.6万股 | $735.5万 | 8.6万股 | -512股-0.59% | 减仓 |
 可口可乐KO |
| 0.3% | 0.29% | $340.8万 | 4.2万股 | $318.9万 | 4.2万股 | 00.00% | 持仓不变 |
 WASTE CONNECTIONSWCN |
| 0.28% | — | $321.6万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 财捷INTU |
| 0.19% | 1.73% | $212.2万 | 8,129股 | $1,908.0万 | 4.4万股 | -3.6万股-81.58% | 减仓 |
| IiShares安硕信托SGOV |
| 0.11% | 0.1% | $128.0万 | 1.3万股 | $115.4万 | 1.1万股 | +1,251股+10.91% | 加仓 |
 史赛克SYK |
| 0.09% | 0.1% | $106.7万 | 3,390股 | $111.4万 | 3,390股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.09% | 0.79% | $99.7万 | 3,446股 | $873.1万 | 3.4万股 | -3.1万股-89.98% | 减仓 |
 EquifaxEFX |
| 0.08% | 0.09% | $89.4万 | 5,634股 | $101.5万 | 5,634股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 0.07% | 0.07% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.06% | 0.06% | $72.6万 | 2,858股 | $69.9万 | 2,858股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.04% | — | $45.9万 | 668股 | $0 | 0股 | +668股 | 新买入 |
| CCBRE CL ACBRE |
| 0.03% | 1.37% | $32.2万 | 2,390股 | $1,510.4万 | 11.2万股 | -10.9万股-97.86% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.02% | — | $20.1万 | 2,543股 | $0 | 0股 | +2,543股 | 新买入 |
 EATON VANCE TAX-MANAGED BUY-ETV |
| 0.01% | 0.01% | $16.7万 | 1.1万股 | $15.3万 | 1.1万股 | 00.00% | 持仓不变 |
