| AAlphabet Inc Class CGOOG |
| 7.25% | 6.52% | $2.14亿 | 60.5万股 | $1.78亿 | 62.1万股 | -1.5万股-2.49% | 减仓 |
 HEICOHEI |
| 6.43% | 5.71% | $1.90亿 | 73.5万股 | $1.56亿 | 73.8万股 | -3,234股-0.44% | 减仓 |
 Meta平台META |
| 5.78% | 6.45% | $1.71亿 | 30.3万股 | $1.76亿 | 30.8万股 | -4,933股-1.60% | 减仓 |
 嘉信理财SCHW |
| 5.26% | 5.29% | $1.55亿 | 168.2万股 | $1.44亿 | 153.6万股 | +14.5万股+9.46% | 加仓 |
 ADPADP |
| 4.97% | 3.12% | $1.47亿 | 65.5万股 | $8,515.1万 | 41.9万股 | +23.5万股+56.19% | 加仓 |
 AMETEK COMAME |
| 4.91% | 4.8% | $1.45亿 | 59.9万股 | $1.31亿 | 61.2万股 | -1.3万股-2.17% | 减仓 |
 MEDPACEMEDP |
| 4.56% | 4.5% | $1.34亿 | 25.4万股 | $1.23亿 | 25.6万股 | -2,150股-0.84% | 减仓 |
 VisaV |
| 4.53% | 4.39% | $1.34亿 | 39.0万股 | $1.20亿 | 39.6万股 | -6,457股-1.63% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 4.21% | 6.64% | $1.24亿 | 24.8万股 | $1.81亿 | 37.9万股 | -13.0万股-34.38% | 减仓 |
 PROGRESSIVEPGR |
| 4.01% | 3.83% | $1.18亿 | 54.2万股 | $1.05亿 | 52.8万股 | +1.4万股+2.64% | 加仓 |
 谷歌AGOOGL |
| 3.76% | 3.67% | $1.11亿 | 31.0万股 | $1.00亿 | 34.8万股 | -3.8万股-11.01% | 减仓 |
| FFIVE BELOWFIVE |
| 3.64% | 5.16% | $1.08亿 | 59.8万股 | $1.41亿 | 61.7万股 | -1.9万股-3.09% | 减仓 |
 BOOKING COMBKNG |
| 3.16% | 3.26% | $9,316.0万 | 52.3万股 | $8,890.9万 | 2.1万股 | +50.2万股+2,375.09% | 加仓 |
 INSTALLED BLDG PRODSIBP |
| 3.1% | 3.92% | $9,139.9万 | 39.8万股 | $1.07亿 | 40.4万股 | -6,003股-1.49% | 减仓 |
| NNVRNVR |
| 3.06% | 3.29% | $9,019.6万 | 1.3万股 | $8,993.1万 | 1.4万股 | -409股-3.00% | 减仓 |
| KKINSALE CAPKNSL |
| 2.69% | 2.74% | $7,939.5万 | 24.1万股 | $7,480.4万 | 21.9万股 | +2.2万股+9.95% | 加仓 |
 BRIGHT HORIZONS FAM SOL IN DBFAM |
| 2.6% | 2.23% | $7,660.7万 | 108.1万股 | $6,096.7万 | 74.2万股 | +33.8万股+45.59% | 加仓 |
 瑞思迈RMD |
| 2.56% | 1.89% | $7,554.8万 | 38.8万股 | $5,163.2万 | 23.0万股 | +15.8万股+68.55% | 加仓 |
 BANK OZK LITTLE ROCK ARKOZK |
| 2.12% | 2.07% | $6,241.0万 | 119.8万股 | $5,649.3万 | 123.1万股 | -3.3万股-2.68% | 减仓 |
 Markel Group Inc.MKL |
| 2.04% | 3.01% | $6,030.3万 | 3.1万股 | $8,219.8万 | 4.3万股 | -1.2万股-28.10% | 减仓 |
 Arista网络ANET |
| 1.96% | 1.9% | $5,774.1万 | 34.0万股 | $5,198.2万 | 42.3万股 | -8.3万股-19.72% | 减仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 1.7% | 3.34% | $5,008.5万 | 14.3万股 | $9,125.7万 | 32.3万股 | -18.0万股-55.73% | 减仓 |
 迪士尼DIS |
| 1.68% | 1.89% | $4,962.3万 | 51.6万股 | $5,170.9万 | 53.7万股 | -2.1万股-3.90% | 减仓 |
 BROWN & BROWN COMBRO |
| 1.64% | 1.8% | $4,832.3万 | 75.3万股 | $4,925.1万 | 75.5万股 | -1,981股-0.26% | 减仓 |
 ANALOG DEVICES COMADI |
| 1.26% | 1.99% | $3,706.0万 | 9.3万股 | $5,441.8万 | 17.1万股 | -7.8万股-45.45% | 减仓 |
 NEW YORK TIMES MTN BENYT |
| 1.15% | — | $3,390.0万 | 48.4万股 | $0 | 0股 | +48.4万股 | 新买入 |
 LITTELFUSELFUS |
| 1.14% | 1% | $3,375.1万 | 7.4万股 | $2,739.2万 | 8.1万股 | -6,594股-8.17% | 减仓 |
 MSA安全MSA |
| 0.98% | — | $2,903.4万 | 16.6万股 | $0 | 0股 | +16.6万股 | 新买入 |
| WWATSCOWSO |
| 0.93% | — | $2,749.4万 | 6.6万股 | $0 | 0股 | +6.6万股 | 新买入 |
| AAAONAAON |
| 0.88% | 0.61% | $2,597.8万 | 20.5万股 | $1,670.2万 | 20.2万股 | +2,947股+1.46% | 加仓 |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 0.73% | 0.65% | $2,159.4万 | 24.6万股 | $1,762.9万 | 27.1万股 | -2.4万股-9.04% | 减仓 |
 VeevaVEEV |
| 0.57% | — | $1,685.2万 | 9.5万股 | $0 | 0股 | +9.5万股 | 新买入 |
 美国运通AXP |
| 0.53% | — | $1,575.4万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
 TWFGTWFG |
| 0.53% | 0.37% | $1,569.1万 | 65.2万股 | $1,015.3万 | 55.2万股 | +10.0万股+18.17% | 加仓 |
 摩根大通JPM |
| 0.53% | 0.56% | $1,567.1万 | 4.8万股 | $1,538.4万 | 5.2万股 | -4,422股-8.46% | 减仓 |
 万事达MA |
| 0.5% | 0.51% | $1,480.0万 | 2.9万股 | $1,402.3万 | 2.8万股 | +750股+2.67% | 加仓 |
 露露乐蒙LULU |
| 0.5% | 0.8% | $1,470.7万 | 12.9万股 | $2,183.2万 | 14.3万股 | -1.4万股-9.68% | 减仓 |
 FLOOR & DECORFND |
| 0.46% | 0.43% | $1,364.5万 | 23.0万股 | $1,177.7万 | 23.2万股 | -1,962股-0.85% | 减仓 |
| HHAWKINSHWKN |
| 0.46% | — | $1,349.3万 | 9.5万股 | $0 | 0股 | +9.5万股 | 新买入 |
 FERGUSON ENTERPRISESFERG |
| 0.3% | 0.31% | $887.1万 | 3.7万股 | $856.7万 | 3.7万股 | +652股+1.78% | 加仓 |
 LENNARLEN |
| 0.28% | 0.28% | $818.4万 | 9.1万股 | $755.9万 | 9.2万股 | -349股-0.38% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.23% | 0.29% | $674.0万 | 9股 | $790.0万 | 11股 | -2股-18.18% | 减仓 |
 苹果AAPL |
| 0.13% | 0.14% | $376.0万 | 1.3万股 | $381.7万 | 1.5万股 | -2,045股-13.60% | 减仓 |
 台积电TSM |
| 0.06% | 0.1% | $174.6万 | 3,655股 | $274.6万 | 8,125股 | -4,470股-55.02% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.06% | 0.06% | $171.3万 | 2,294股 | $160.9万 | 2,474股 | -180股-7.28% | 减仓 |
| YYUM CHINAYUMC |
| 0.05% | 0.06% | $147.3万 | 3.6万股 | $175.8万 | 3.6万股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.05% | 0.06% | $142.6万 | 3,876股 | $166.8万 | 3,876股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITB |
| 0.04% | 0.04% | $121.8万 | 1.2万股 | $98.3万 | 1.1万股 | +808股+7.44% | 加仓 |
 微软MSFT |
| 0.02% | 0.03% | $66.7万 | 1,787股 | $70.7万 | 1,910股 | -123股-6.44% | 减仓 |
| V先锋领航指数基金VOO |
| 0.01% | — | $28.8万 | 391股 | $0 | 0股 | +391股 | 新买入 |
