 伯克希尔哈撒韦BRK.B |
| 9.25% | 9.07% | $4,090.9万 | 8.2万股 | $2,896.4万 | 6.0万股 | +2.1万股+35.26% | 加仓 |
 英伟达NVDA |
| 3.57% | 3.7% | $1,579.1万 | 7.9万股 | $1,180.0万 | 6.8万股 | +1.1万股+16.64% | 加仓 |
 苹果AAPL |
| 3.52% | 3.78% | $1,556.5万 | 5.4万股 | $1,207.5万 | 4.8万股 | +6,213股+13.06% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 3.22% | 4.27% | $1,422.8万 | 19股 | $1,364.5万 | 19股 | 00.00% | 持仓不变 |
| MMEDLINE COM CL AMDLN |
| 3.02% | — | $1,333.8万 | 33.8万股 | $0 | 0股 | +33.8万股 | 新买入 |
 微软MSFT |
| 2.31% | 3.11% | $1,019.6万 | 2.7万股 | $992.2万 | 2.7万股 | +529股+1.97% | 加仓 |
 谷歌AGOOGL |
| 2.27% | 2.5% | $1,005.4万 | 2.8万股 | $798.8万 | 2.8万股 | +354股+1.27% | 加仓 |
 高盛GS |
| 2.14% | 2.6% | $944.5万 | 9,339股 | $829.2万 | 9,801股 | -462股-4.71% | 减仓 |
 摩根大通JPM |
| 1.92% | 2.17% | $847.1万 | 2.6万股 | $694.1万 | 2.4万股 | +2,284股+9.68% | 加仓 |
 亚马逊AMZN |
| 1.64% | 1.77% | $723.8万 | 3.0万股 | $565.4万 | 2.7万股 | +3,221股+11.86% | 加仓 |
 ILLINOIS TOOLITW |
| 1.51% | 1.95% | $667.8万 | 2.5万股 | $621.2万 | 2.4万股 | +822股+3.44% | 加仓 |
 美国运通AXP |
| 1.35% | 1.7% | $598.9万 | 1.8万股 | $542.0万 | 1.8万股 | -213股-1.19% | 减仓 |
 科磊KLAC |
| 1.33% | 1.01% | $590.1万 | 2.0万股 | $323.1万 | 2,194股 | +1.7万股+791.39% | 加仓 |
 好市多COST |
| 1.33% | 2.01% | $587.4万 | 6,279股 | $643.1万 | 6,454股 | -175股-2.71% | 减仓 |
 博通AVGO |
| 1.26% | 1.18% | $555.3万 | 1.5万股 | $377.8万 | 1.2万股 | +2,494股+20.43% | 加仓 |
 百事可乐PEP |
| 1.25% | 2.09% | $551.4万 | 4.1万股 | $665.9万 | 4.3万股 | -2,160股-5.04% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.15% | 0.85% | $508.5万 | 1.4万股 | $272.5万 | 9,498股 | +4,893股+51.52% | 加仓 |
 美光科技MU |
| 0.9% | 0.26% | $396.8万 | 3,438股 | $81.7万 | 2,417股 | +1,021股+42.24% | 加仓 |
 礼来LLY |
| 0.8% | 0.76% | $355.4万 | 2,963股 | $242.4万 | 2,635股 | +328股+12.45% | 加仓 |
 AMD超威AMD |
| 0.78% | 0.33% | $343.9万 | 5,920股 | $104.2万 | 5,122股 | +798股+15.58% | 加仓 |
 Arista网络ANET |
| 0.77% | 0.72% | $339.5万 | 2.0万股 | $229.0万 | 1.9万股 | +1,330股+7.13% | 加仓 |
 特斯拉TSLA |
| 0.71% | 0.74% | $311.8万 | 7,413股 | $235.1万 | 6,323股 | +1,090股+17.24% | 加仓 |
 HERSHEY COMHSY |
| 0.69% | 1.17% | $303.2万 | 1.7万股 | $375.1万 | 1.8万股 | -761股-4.22% | 减仓 |
 Meta平台META |
| 0.67% | 0.75% | $295.4万 | 5,245股 | $239.7万 | 4,190股 | +1,055股+25.18% | 加仓 |
 西部数据WDC |
| 0.65% | 0.43% | $286.3万 | 4,483股 | $138.0万 | 5,103股 | -620股-12.15% | 减仓 |
 强生JNJ |
| 0.61% | 0.88% | $270.5万 | 1.1万股 | $280.5万 | 1.1万股 | -826股-7.20% | 减仓 |
 卡地纳健康CAH |
| 0.59% | 0.35% | $259.1万 | 1.1万股 | $110.3万 | 5,219股 | +5,686股+108.95% | 加仓 |
 ANTERO RESOURCESAR |
| 0.58% | 0.96% | $257.5万 | 7.3万股 | $305.4万 | 7.2万股 | +1,298股+1.80% | 加仓 |
 摩根士丹利MS |
| 0.55% | 0.58% | $241.0万 | 1.2万股 | $184.1万 | 1.1万股 | +344股+3.08% | 加仓 |
 高露洁CL |
| 0.54% | 0.58% | $237.3万 | 2.6万股 | $183.9万 | 2.2万股 | +4,305股+19.95% | 加仓 |
 AVNETAVT |
| 0.49% | 0.44% | $214.7万 | 2.4万股 | $141.1万 | 2.3万股 | +1,277股+5.58% | 加仓 |
 埃克森美孚XOM |
| 0.46% | 0.77% | $202.7万 | 1.5万股 | $246.3万 | 1.5万股 | +310股+2.14% | 加仓 |
| Q高通QCOM |
| 0.44% | 0.42% | $196.2万 | 1.1万股 | $133.4万 | 1.0万股 | +257股+2.48% | 加仓 |
 艾伯维ABBV |
| 0.44% | 0.41% | $194.2万 | 7,717股 | $129.7万 | 5,965股 | +1,752股+29.37% | 加仓 |
 GE航空GE |
| 0.44% | 0.4% | $192.4万 | 5,148股 | $126.9万 | 4,472股 | +676股+15.12% | 加仓 |
 英特尔INTC |
| 0.42% | 0.12% | $184.3万 | 1.3万股 | $38.7万 | 8,765股 | +4,437股+50.62% | 加仓 |
 道富·CORP COMSTT |
| 0.41% | 0.41% | $181.6万 | 1.1万股 | $130.7万 | 1.0万股 | +379股+3.67% | 加仓 |
 THE CAMPBELLSCPB |
| 0.41% | 0.51% | $180.7万 | 8.1万股 | $162.7万 | 7.3万股 | +8,053股+11.02% | 加仓 |
| AAMKOR TECHNOLOGYAMKR |
| 0.41% | 0.3% | $179.1万 | 2.1万股 | $95.4万 | 2.1万股 | -406股-1.92% | 减仓 |
 切尼尔能源LNG |
| 0.4% | 0.7% | $177.3万 | 7,420股 | $224.4万 | 7,909股 | -489股-6.18% | 减仓 |
| MMANPOWERGROUP WISMAN |
| 0.4% | 0.16% | $174.7万 | 5.2万股 | $52.6万 | 1.8万股 | +3.4万股+189.87% | 加仓 |
 康明斯CMI |
| 0.38% | 0.37% | $167.5万 | 2,348股 | $118.7万 | 2,206股 | +142股+6.44% | 加仓 |
 VisaV |
| 0.37% | 0.24% | $165.4万 | 4,821股 | $78.1万 | 2,583股 | +2,238股+86.64% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.37% | 0.39% | $162.2万 | 4,083股 | $123.2万 | 3,871股 | +212股+5.48% | 加仓 |
 ALTRIAMO |
| 0.36% | 0.39% | $160.8万 | 2.2万股 | $123.5万 | 1.9万股 | +3,642股+19.46% | 加仓 |
| IIBMIBM |
| 0.36% | 0.45% | $160.1万 | 5,693股 | $142.3万 | 5,869股 | -176股-3.00% | 减仓 |
 GENTEXGNTX |
| 0.35% | 0.45% | $156.4万 | 6.2万股 | $144.1万 | 6.6万股 | -4,032股-6.11% | 减仓 |
 RANGE RESRRC |
| 0.35% | 0.6% | $154.9万 | 4.2万股 | $191.3万 | 4.2万股 | -689股-1.63% | 减仓 |
 德康医疗DXCM |
| 0.35% | 0.45% | $153.1万 | 2.3万股 | $142.3万 | 2.3万股 | +78股+0.34% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.34% | 0.37% | $151.6万 | 8,381股 | $119.4万 | 7,221股 | +1,160股+16.06% | 加仓 |
