| AAlphabet Inc Class CGOOG |
| 7.4% | 6.61% | $9.72亿 | 275.0万股 | $7.89亿 | 275.0万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 6.35% | 6.7% | $8.34亿 | 1,114股 | $8.00亿 | 1,114股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 5.84% | 6.15% | $7.67亿 | 153.2万股 | $7.34亿 | 153.2万股 | 00.00% | 持仓不变 |
 迪尔DE |
| 4.24% | 4.14% | $5.57亿 | 87.8万股 | $4.95亿 | 87.8万股 | 00.00% | 持仓不变 |
 布鲁克菲尔德BN |
| 4.24% | 4.43% | $5.57亿 | 1,307.4万股 | $5.29亿 | 1,307.4万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 3.69% | 3.54% | $4.84亿 | 203.1万股 | $4.23亿 | 203.1万股 | 00.00% | 持仓不变 |
 ANALOG DEVICES COMADI |
| 3.02% | 2.73% | $3.97亿 | 100.0万股 | $3.26亿 | 102.3万股 | -2.4万股-2.30% | 减仓 |
 高盛GS |
| 2.77% | 2.55% | $3.63亿 | 35.9万股 | $3.04亿 | 35.9万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 2.7% | 2.61% | $3.55亿 | 122.7万股 | $3.11亿 | 122.7万股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 2.67% | 1.95% | $3.50亿 | 32.9万股 | $2.33亿 | 32.9万股 | 00.00% | 持仓不变 |
 VisaV |
| 2.65% | 2.54% | $3.48亿 | 101.4万股 | $3.04亿 | 100.4万股 | +9,581股+0.95% | 加仓 |
 家得宝HD |
| 2.48% | 2.53% | $3.25亿 | 92.3万股 | $3.03亿 | 92.0万股 | +2,500股+0.27% | 加仓 |
| WWATSCOWSO |
| 1.9% | 1.77% | $2.49亿 | 59.8万股 | $2.12亿 | 58.2万股 | +1.6万股+2.68% | 加仓 |
 德州仪器TXN |
| 1.64% | 1.18% | $2.16亿 | 72.4万股 | $1.41亿 | 72.4万股 | 00.00% | 持仓不变 |
 贝莱德·INC COMBLK |
| 1.61% | 1.77% | $2.12亿 | 22.0万股 | $2.12亿 | 22.0万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 1.56% | 1.38% | $2.04亿 | 57.2万股 | $1.64亿 | 57.2万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 1.53% | 1.67% | $2.01亿 | 53.8万股 | $1.99亿 | 53.8万股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 1.49% | 1.64% | $1.96亿 | 203.2万股 | $1.96亿 | 203.2万股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 1.26% | 1.24% | $1.66亿 | 49.0万股 | $1.48亿 | 49.0万股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 1.26% | 1.46% | $1.66亿 | 75.2万股 | $1.74亿 | 73.8万股 | +1.4万股+1.83% | 加仓 |
 PROGRESSIVEPGR |
| 1.25% | 1.25% | $1.65亿 | 75.4万股 | $1.49亿 | 75.4万股 | 00.00% | 持仓不变 |
 FRANCO NEVFNV |
| 1.23% | 1.47% | $1.61亿 | 77.4万股 | $1.75亿 | 70.9万股 | +6.5万股+9.17% | 加仓 |
 LPL金融LPLA |
| 1.2% | 1.41% | $1.58亿 | 56.0万股 | $1.68亿 | 56.0万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 1.18% | 1.25% | $1.55亿 | 61.1万股 | $1.49亿 | 61.1万股 | 00.00% | 持仓不变 |
 黑石集团BX |
| 1.1% | 1.18% | $1.45亿 | 122.9万股 | $1.41亿 | 122.9万股 | 00.00% | 持仓不变 |
| RRLIRLI |
| 1.08% | 1.14% | $1.41亿 | 239.5万股 | $1.37亿 | 239.5万股 | 00.00% | 持仓不变 |
 通用动力GD |
| 1.05% | 1.12% | $1.39亿 | 39.1万股 | $1.34亿 | 39.1万股 | 00.00% | 持仓不变 |
 诺和诺德NVO |
| 1.05% | 0.88% | $1.38亿 | 287.0万股 | $1.05亿 | 287.0万股 | 00.00% | 持仓不变 |
| KKKR & COMKKR |
| 1.01% | 1.12% | $1.33亿 | 145.2万股 | $1.34亿 | 145.2万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 1% | 1.19% | $1.32亿 | 23.4万股 | $1.42亿 | 24.8万股 | -1.4万股-5.69% | 减仓 |
 嘉信理财SCHW |
| 0.98% | 1.09% | $1.29亿 | 139.5万股 | $1.30亿 | 138.4万股 | +1.1万股+0.79% | 加仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.97% | 1.11% | $1.27亿 | 76.4万股 | $1.32亿 | 76.4万股 | 00.00% | 持仓不变 |
 APOLLO GLOBAL MGMT COMAPO |
| 0.91% | 0.94% | $1.20亿 | 101.3万股 | $1.13亿 | 101.3万股 | 00.00% | 持仓不变 |
 ARCHER DANIELS MIDLAND COMADM |
| 0.88% | 0.92% | $1.15亿 | 150.6万股 | $1.09亿 | 150.6万股 | 00.00% | 持仓不变 |
 林德LIN |
| 0.85% | 0.85% | $1.12亿 | 21.6万股 | $1.01亿 | 20.5万股 | +1.1万股+5.38% | 加仓 |
 DIAGEO SPON ADR NEWDEO |
| 0.84% | 0.86% | $1.10亿 | 137.2万股 | $1.02亿 | 137.2万股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.81% | 0.87% | $1.07亿 | 20.8万股 | $1.04亿 | 20.8万股 | 00.00% | 持仓不变 |
 DOLLAR GEN NEWDG |
| 0.76% | 0.86% | $1.00亿 | 86.9万股 | $1.03亿 | 86.9万股 | 00.00% | 持仓不变 |
| BBROOKFIELD ASSET MANAGEMENT LTD CLASS A LTD VOTING SHS ISIN #CA1130041058 SEDOL #BPCPYH2MAGY |
| 0.75% | 0.82% | $9,839.9万 | 219.4万股 | $9,752.1万 | 219.4万股 | 00.00% | 持仓不变 |
 HEICOHEI |
| 0.75% | 0.67% | $9,791.4万 | 38.0万股 | $8,013.9万 | 38.0万股 | 00.00% | 持仓不变 |
 穆迪MCO |
| 0.74% | 0.78% | $9,687.5万 | 21.4万股 | $9,331.0万 | 21.4万股 | 00.00% | 持仓不变 |
 OLD DOMINION FREIGHT LINE INODFL |
| 0.71% | 0.7% | $9,295.4万 | 42.9万股 | $8,385.6万 | 42.9万股 | 00.00% | 持仓不变 |
 NORFOLK SOUTHN COMNSC |
| 0.68% | 0.68% | $8,887.2万 | 28.3万股 | $8,107.8万 | 28.3万股 | 00.00% | 持仓不变 |
 ILLINOIS TOOLITW |
| 0.67% | 0.71% | $8,857.9万 | 32.8万股 | $8,524.5万 | 32.8万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.63% | 0.62% | $8,266.7万 | 25.3万股 | $7,429.0万 | 25.3万股 | 00.00% | 持仓不变 |
| NNVRNVR |
| 0.63% | 0.67% | $8,242.2万 | 1.2万股 | $7,965.1万 | 1.2万股 | +10股+0.08% | 加仓 |
 明晟MSCI |
| 0.61% | 0.64% | $8,000.2万 | 14.3万股 | $7,699.8万 | 14.3万股 | 00.00% | 持仓不变 |
 罗克韦尔自动化ROK |
| 0.58% | 0.47% | $7,668.8万 | 15.5万股 | $5,559.1万 | 15.5万股 | 00.00% | 持仓不变 |
 艺康ECL |
| 0.58% | 0.61% | $7,642.3万 | 27.4万股 | $7,296.9万 | 27.4万股 | 00.00% | 持仓不变 |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 0.56% | 0.53% | $7,289.2万 | 97.4万股 | $6,270.5万 | 96.3万股 | +1.1万股+1.14% | 加仓 |
