 谷歌AGOOGL |
| 9.65% | 8.4% | $5,420.8万 | 15.2万股 | $4,432.3万 | 15.4万股 | -2,547股-1.65% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 8.93% | 9.25% | $5,016.4万 | 10.0万股 | $4,880.4万 | 10.2万股 | -1,605股-1.58% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 7.33% | 7.48% | $4,118.7万 | 55股 | $3,948.7万 | 55股 | 00.00% | 持仓不变 |
 Markel Group Inc.MKL |
| 6.21% | 6.59% | $3,488.4万 | 1.8万股 | $3,479.4万 | 1.8万股 | -319股-1.75% | 减仓 |
 好市多COST |
| 5.69% | 6.52% | $3,200.3万 | 3.4万股 | $3,442.1万 | 3.5万股 | -334股-0.97% | 减仓 |
 万事达MA |
| 5.34% | 5.65% | $3,002.4万 | 5.8万股 | $2,981.6万 | 6.0万股 | -1,223股-2.05% | 减仓 |
 亚马逊AMZN |
| 3.27% | 3.11% | $1,836.2万 | 7.7万股 | $1,643.3万 | 7.9万股 | -1,898股-2.40% | 减仓 |
 DANAHER DEL COMDHR |
| 3.09% | 3.04% | $1,738.8万 | 9.1万股 | $1,605.2万 | 8.5万股 | +6,558股+7.74% | 加仓 |
 苹果AAPL |
| 2.9% | 2.69% | $1,629.2万 | 5.6万股 | $1,421.1万 | 5.6万股 | +267股+0.48% | 加仓 |
 星巴克SBUX |
| 2.78% | 2.65% | $1,560.6万 | 15.3万股 | $1,399.9万 | 15.6万股 | -3,599股-2.30% | 减仓 |
 微软MSFT |
| 2.76% | 2.99% | $1,553.4万 | 4.2万股 | $1,577.3万 | 4.3万股 | -1,001股-2.35% | 减仓 |
 HAGERTYHGTY |
| 2.07% | 1.9% | $1,160.6万 | 97.4万股 | $1,000.8万 | 95.1万股 | +2.3万股+2.42% | 加仓 |
 CARRIER GLOBALCARR |
| 1.9% | 1.59% | $1,070.4万 | 14.6万股 | $837.8万 | 14.9万股 | -3,051股-2.05% | 减仓 |
 万豪MAR |
| 1.69% | 1.61% | $951.0万 | 2.6万股 | $849.6万 | 2.6万股 | -329股-1.27% | 减仓 |
 摩根大通JPM |
| 1.59% | 1.56% | $895.8万 | 2.7万股 | $825.4万 | 2.8万股 | -722股-2.57% | 减仓 |
| B纽约梅隆银行BK |
| 1.54% | 1.35% | $867.7万 | 6.0万股 | $711.9万 | 6.0万股 | -22股-0.04% | 减仓 |
 麦当劳MCD |
| 1.46% | 1.87% | $819.7万 | 3.0万股 | $985.2万 | 3.2万股 | -1,378股-4.35% | 减仓 |
 自由媒体FWONK |
| 1.43% | 1.27% | $804.8万 | 8.5万股 | $672.0万 | 7.9万股 | +5,500股+6.95% | 加仓 |
 迪士尼DIS |
| 1.23% | 1.39% | $693.0万 | 7.2万股 | $734.2万 | 7.6万股 | -4,214股-5.53% | 减仓 |
 林德LIN |
| 1.22% | 1.25% | $685.4万 | 1.3万股 | $657.8万 | 1.3万股 | -59股-0.44% | 减仓 |
 可口可乐KO |
| 1.1% | 1.14% | $617.4万 | 7.6万股 | $602.5万 | 7.9万股 | -3,259股-4.11% | 减仓 |
 美国运通AXP |
| 1.09% | 1.09% | $610.3万 | 1.8万股 | $574.5万 | 1.9万股 | -951股-5.01% | 减仓 |
 强生JNJ |
| 1.01% | 1.09% | $569.3万 | 2.2万股 | $576.8万 | 2.4万股 | -1,186股-5.02% | 减仓 |
 联合包裹UPSUPS |
| 0.95% | 0.93% | $535.2万 | 5.0万股 | $492.2万 | 5.0万股 | -248股-0.50% | 减仓 |
 嘉信理财SCHW |
| 0.94% | 1.04% | $526.9万 | 5.7万股 | $546.6万 | 5.8万股 | -1,049股-1.80% | 减仓 |
 联合太平洋铁路UNP |
| 0.93% | 0.91% | $520.3万 | 1.9万股 | $481.9万 | 2.0万股 | -741股-3.73% | 减仓 |
 穆迪MCO |
| 0.88% | 0.91% | $491.9万 | 1.1万股 | $480.8万 | 1.1万股 | -165股-1.50% | 减仓 |
 OTIS WORLDWIDEOTIS |
| 0.83% | 0.99% | $467.7万 | 6.5万股 | $523.1万 | 6.8万股 | -2,552股-3.76% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.79% | 0.68% | $441.6万 | 1.2万股 | $358.0万 | 1.2万股 | 00.00% | 持仓不变 |
 COPART COMCPRT |
| 0.75% | 0.94% | $420.0万 | 14.9万股 | $494.5万 | 14.9万股 | -79股-0.05% | 减仓 |
 TRAVELERS COSTRV |
| 0.66% | 0.65% | $370.3万 | 1.1万股 | $343.4万 | 1.2万股 | -554股-4.71% | 减仓 |
| IiShares安硕信托IVV |
| 0.64% | 0.56% | $361.0万 | 4,821股 | $297.0万 | 4,548股 | +273股+6.00% | 加仓 |
| C资本集团成长ETFCGGR |
| 0.61% | 0.49% | $341.1万 | 7.2万股 | $260.6万 | 6.5万股 | +7,305股+11.25% | 加仓 |
| FFASTENAL COMFAST |
| 0.6% | 0.61% | $336.2万 | 7.0万股 | $324.4万 | 7.0万股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 0.57% | 0.29% | $322.2万 | 4,456股 | $151.7万 | 4,439股 | +17股+0.38% | 加仓 |
 西方石油OXY |
| 0.55% | 0.78% | $307.0万 | 6.3万股 | $412.8万 | 6.3万股 | -215股-0.34% | 减仓 |
 CHUBB LIMITEDCB |
| 0.53% | 0.54% | $298.6万 | 8,763股 | $285.6万 | 8,763股 | 00.00% | 持仓不变 |
 迪尔DE |
| 0.5% | 0.48% | $281.6万 | 4,439股 | $251.9万 | 4,472股 | -33股-0.74% | 减仓 |
 康宁GLW |
| 0.47% | 0.27% | $266.2万 | 1.0万股 | $141.7万 | 1.0万股 | 00.00% | 持仓不变 |
 安费诺APH |
| 0.47% | 0.41% | $262.4万 | 1.5万股 | $217.3万 | 1.7万股 | -2,311股-13.44% | 减仓 |
 沃尔玛WMT |
| 0.46% | 0.54% | $258.4万 | 2.3万股 | $282.6万 | 2.3万股 | +74股+0.33% | 加仓 |
 卡特彼勒CAT |
| 0.45% | 0.32% | $250.8万 | 2,355股 | $166.8万 | 2,355股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.36% | 0.46% | $202.9万 | 1.5万股 | $240.7万 | 1.6万股 | -513股-3.31% | 减仓 |
| V先锋领航指数基金VUG |
| 0.35% | 0.3% | $195.6万 | 2.3万股 | $157.8万 | 3,614股 | +1.9万股+528.36% | 加仓 |
 贝莱德·INC COMBLK |
| 0.35% | 0.42% | $194.5万 | 2,023股 | $222.0万 | 2,309股 | -286股-12.39% | 减仓 |
| CCAPITAL CORE EQUITY ETCGUS |
| 0.34% | 0.25% | $190.2万 | 4.3万股 | $134.3万 | 3.5万股 | +7,764股+22.19% | 加仓 |
 VERALTO COM SHSVLTO |
| 0.34% | 0.36% | $190.2万 | 2.1万股 | $191.8万 | 2.2万股 | -264股-1.22% | 减仓 |
 艺康ECL |
| 0.32% | 0.33% | $182.6万 | 6,554股 | $174.8万 | 6,572股 | -18股-0.27% | 减仓 |
 CINCINNATI FINL COMCINF |
| 0.32% | 0.29% | $181.7万 | 9,813股 | $154.4万 | 9,813股 | 00.00% | 持仓不变 |
| BBECTON DICKINSON & COMBDX |
| 0.31% | 0.35% | $172.1万 | 1.1万股 | $186.0万 | 1.2万股 | -464股-3.92% | 减仓 |
