| TTEXAS PACIFIC LAND CORPORATITPL |
| 9.02% | 10.09% | $6,723.4万 | 15.4万股 | $7,208.3万 | 15.2万股 | +1,735股+1.14% | 加仓 |
 英伟达NVDA |
| 4.92% | 4.63% | $3,669.7万 | 18.3万股 | $3,304.0万 | 18.9万股 | -6,050股-3.19% | 减仓 |
 苹果AAPL |
| 3.66% | 3.53% | $2,731.5万 | 9.4万股 | $2,517.9万 | 9.9万股 | -4,812股-4.85% | 减仓 |
 PALO ALTOPANW |
| 3.61% | 1.8% | $2,693.3万 | 7.9万股 | $1,284.8万 | 8.0万股 | -1,160股-1.45% | 减仓 |
 卡特彼勒CAT |
| 2.61% | 1.85% | $1,944.0万 | 1.8万股 | $1,324.5万 | 1.9万股 | -440股-2.35% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.48% | 2.13% | $1,845.2万 | 5.2万股 | $1,520.0万 | 5.3万股 | -765股-1.44% | 减仓 |
 艾伯维ABBV |
| 2.42% | 2.2% | $1,806.1万 | 7.2万股 | $1,571.0万 | 7.2万股 | -460股-0.64% | 减仓 |
 摩根大通JPM |
| 2.32% | 2.17% | $1,731.8万 | 5.3万股 | $1,548.5万 | 5.3万股 | +263股+0.50% | 加仓 |
 伊顿ETN |
| 2.24% | 1.97% | $1,671.8万 | 3.9万股 | $1,405.9万 | 3.9万股 | -75股-0.19% | 减仓 |
 LANDBRIDGE CO LLC CL A CLASS ALB |
| 2.24% | 2.02% | $1,670.4万 | 21.1万股 | $1,442.8万 | 20.9万股 | +1,850股+0.89% | 加仓 |
 惠顿贵金属WPM |
| 2.22% | 2.73% | $1,656.5万 | 14.7万股 | $1,950.6万 | 14.9万股 | -1,405股-0.94% | 减仓 |
 GRAYSCALE BITCOIN TRUST ETFGBTC |
| 2.19% | 2.63% | $1,630.6万 | 35.8万股 | $1,877.2万 | 35.6万股 | +2,425股+0.68% | 加仓 |
 耐克NKE |
| 2.15% | 2.9% | $1,601.3万 | 39.0万股 | $2,071.2万 | 39.2万股 | -2,039股-0.52% | 减仓 |
 家得宝HD |
| 2.12% | 2.03% | $1,578.9万 | 4.5万股 | $1,449.2万 | 4.4万股 | +706股+1.60% | 加仓 |
 林德LIN |
| 1.99% | 1.99% | $1,486.0万 | 2.9万股 | $1,421.1万 | 2.9万股 | -30股-0.10% | 减仓 |
 派克汉尼汾PH |
| 1.91% | 1.82% | $1,425.6万 | 1.5万股 | $1,297.7万 | 1.4万股 | +80股+0.55% | 加仓 |
 空气化工APD |
| 1.6% | 1.66% | $1,194.2万 | 4.1万股 | $1,184.4万 | 4.1万股 | -40股-0.10% | 减仓 |
 微软MSFT |
| 1.58% | 1.46% | $1,177.7万 | 3.2万股 | $1,041.1万 | 2.8万股 | +3,449股+12.26% | 加仓 |
 亚马逊AMZN |
| 1.56% | 1.43% | $1,166.3万 | 4.9万股 | $1,024.8万 | 4.9万股 | -268股-0.54% | 减仓 |
 雪佛龙CVX |
| 1.46% | 1.94% | $1,090.4万 | 6.6万股 | $1,382.6万 | 6.7万股 | -1,041股-1.56% | 减仓 |
 BOOKING COMBKNG |
| 1.44% | 1.38% | $1,073.2万 | 6.0万股 | $986.1万 | 2,342股 | +5.8万股+2,470.88% | 加仓 |
 TJXTJX |
| 1.34% | 1.47% | $1,002.0万 | 6.6万股 | $1,052.7万 | 6.6万股 | +225股+0.34% | 加仓 |
 FRANCO NEVFNV |
| 1.33% | 1.63% | $993.8万 | 4.8万股 | $1,166.4万 | 4.7万股 | +465股+0.98% | 加仓 |
| CCACI国际CACI |
| 1.32% | 1.61% | $985.4万 | 2.1万股 | $1,150.0万 | 2.1万股 | +125股+0.59% | 加仓 |
 自由港麦克莫兰FCX |
| 1.22% | 1.2% | $911.9万 | 14.5万股 | $856.1万 | 14.6万股 | -650股-0.45% | 减仓 |
 联合太平洋铁路UNP |
| 1.2% | 1.14% | $895.3万 | 3.3万股 | $811.9万 | 3.3万股 | -550股-1.64% | 减仓 |
 LOWES COS COMLOW |
| 1.18% | 1.28% | $877.6万 | 4.0万股 | $914.2万 | 3.9万股 | +1,110股+2.87% | 加仓 |
 芝加哥商品交易所CME |
| 1.16% | 1.61% | $867.0万 | 3.9万股 | $1,150.5万 | 3.9万股 | +305股+0.78% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 1.15% | 1.52% | $858.6万 | 7.0万股 | $1,086.3万 | 6.9万股 | +680股+0.98% | 加仓 |
 甲骨文ORCL |
| 1.15% | 1.22% | $856.7万 | 5.8万股 | $868.8万 | 5.9万股 | -600股-1.02% | 减仓 |
| GGRAYSCALE BITCOIN MINI TR ETF SHS NEWBTC |
| 1.12% | 1.32% | $832.7万 | 32.1万股 | $940.7万 | 31.4万股 | +7,195股+2.29% | 加仓 |
 VisaV |
| 1.1% | 1.01% | $821.7万 | 2.4万股 | $720.8万 | 2.4万股 | +100股+0.42% | 加仓 |
 威廉姆斯WMB |
| 1% | 1% | $745.0万 | 10.0万股 | $716.9万 | 9.8万股 | +1,723股+1.75% | 加仓 |
 洛克希德马丁LMT |
| 0.97% | 1.21% | $719.8万 | 1.4万股 | $862.0万 | 1.4万股 | -135股-0.95% | 减仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 0.96% | 0.68% | $718.2万 | 3.1万股 | $483.0万 | 2.2万股 | +8,985股+40.29% | 加仓 |
| WWATERBRIDGE INFRASTRUCTURE LWBI |
| 0.94% | 0.75% | $697.9万 | 20.4万股 | $536.3万 | 20.0万股 | +3,450股+1.72% | 加仓 |
 万豪MAR |
| 0.9% | 0.86% | $670.4万 | 1.8万股 | $612.4万 | 1.9万股 | -635股-3.39% | 减仓 |
| Q高通QCOM |
| 0.87% | 0.68% | $650.2万 | 3.5万股 | $488.1万 | 3.8万股 | -2,712股-7.16% | 减仓 |
 波音BA |
| 0.86% | 0.82% | $643.0万 | 3.0万股 | $587.2万 | 3.0万股 | +200股+0.68% | 加仓 |
 联邦快递FDX |
| 0.83% | 0.98% | $621.3万 | 2.0万股 | $699.3万 | 2.0万股 | +210股+1.07% | 加仓 |
| HHAWAIIAN ELEC INDS MTN BHE |
| 0.79% | 0.77% | $588.2万 | 43.5万股 | $550.0万 | 37.1万股 | +6.4万股+17.29% | 加仓 |
 赛莱默XYL |
| 0.78% | 0.41% | $584.6万 | 4.9万股 | $291.3万 | 2.4万股 | +2.5万股+102.89% | 加仓 |
 强生JNJ |
| 0.76% | 0.77% | $565.9万 | 2.2万股 | $546.5万 | 2.2万股 | -75股-0.34% | 减仓 |
 谷歌AGOOGL |
| 0.74% | 0.64% | $551.5万 | 1.5万股 | $458.9万 | 1.6万股 | -525股-3.29% | 减仓 |
| IIBMIBM |
| 0.74% | 0.66% | $549.1万 | 2.0万股 | $472.3万 | 1.9万股 | +40股+0.21% | 加仓 |
 美敦力MDT |
| 0.71% | 0.4% | $530.8万 | 6.8万股 | $283.8万 | 3.3万股 | +3.5万股+107.18% | 加仓 |
 直觉外科ISRG |
| 0.65% | 0.14% | $487.2万 | 1.2万股 | $103.3万 | 2,240股 | +1.0万股+446.88% | 加仓 |
| LListed Funds Trust Horizon Kinetics Inflation Beneficiaries EtfINFL |
| 0.6% | 0.64% | $444.9万 | 8.9万股 | $459.7万 | 8.8万股 | +900股+1.02% | 加仓 |
| R力拓BBP |
| 0.6% | 0.62% | $444.8万 | 4.7万股 | $443.6万 | 4.8万股 | -695股-1.46% | 减仓 |
 MESABI TRMSB |
| 0.58% | 0.75% | $431.6万 | 17.1万股 | $534.8万 | 17.0万股 | +800股+0.47% | 加仓 |
