 Meta平台META |
| 15.16% | 14.91% | $1,151.8万 | 3.8万股 | $1,101.1万 | 3.8万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 12.8% | 12.81% | $972.7万 | 2.2万股 | $946.0万 | 2.2万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 8.03% | 10.26% | $610.6万 | 1.9万股 | $757.1万 | 2.2万股 | -2,898股-13.03% | 减仓 |
 苹果AAPL |
| 7.53% | 9.21% | $572.3万 | 3.3万股 | $680.0万 | 3.5万股 | -1,632股-4.66% | 减仓 |
 飞塔FTNT |
| 6.41% | 8.5% | $487.1万 | 8.3万股 | $627.5万 | 8.3万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 6.13% | 0.08% | $466.0万 | 3.6万股 | $5.9万 | 492股 | +3.5万股+7,138.21% | 加仓 |
 BOOKING COMBKNG |
| 5.89% | 4.07% | $447.8万 | 1,452股 | $300.5万 | 1,113股 | +339股+30.46% | 加仓 |
 卡特彼勒CAT |
| 5.01% | 4.65% | $381.0万 | 1.4万股 | $343.4万 | 1.4万股 | 00.00% | 持仓不变 |
 CINTAS COMCTAS |
| 4.98% | 5.3% | $378.8万 | 7,876股 | $391.5万 | 7,876股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 4.62% | 4.93% | $351.2万 | 8,216股 | $364.2万 | 8,444股 | -228股-2.70% | 减仓 |
 赛富时CRM |
| 3.55% | 2.71% | $269.5万 | 1.3万股 | $200.4万 | 9,487股 | +3,805股+40.11% | 加仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 3.49% | 4.13% | $265.4万 | 3.4万股 | $304.7万 | 3.4万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 3.34% | 3.8% | $254.1万 | 7,092股 | $280.5万 | 7,592股 | -500股-6.59% | 减仓 |
 亚马逊AMZN |
| 2.92% | — | $221.9万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 ChipotleCMG |
| 2.45% | 2.94% | $186.1万 | 1,016股 | $217.3万 | 1,016股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 2.36% | 0.03% | $179.6万 | 6,817股 | $2.5万 | 85股 | +6,732股+7,920.00% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 2.05% | 2.22% | $155.6万 | 1,712股 | $163.5万 | 1,712股 | 00.00% | 持仓不变 |
 汽车地带AZO |
| 1.92% | 1.94% | $145.5万 | 573股 | $142.9万 | 573股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.31% | 0.31% | $23.8万 | 679股 | $23.2万 | 679股 | 00.00% | 持仓不变 |
| I景顺·BUYBACK ACHIEVERS ETFPKW |
| 0.17% | 0.18% | $13.1万 | 1,457股 | $12.9万 | 1,457股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.13% | 0.14% | $9.9万 | 467股 | $10.2万 | 467股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 0.12% | 0.13% | $9.0万 | 435股 | $9.7万 | 435股 | 00.00% | 持仓不变 |
 VisaV |
| 0.09% | 0.1% | $7.2万 | 312股 | $7.4万 | 312股 | 00.00% | 持仓不变 |
 AON SHS CL AAON |
| 0.08% | 0.08% | $5.8万 | 180股 | $6.0万 | 180股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 0.05% | 0.05% | $3.5万 | 170股 | $3.4万 | 170股 | 00.00% | 持仓不变 |
 ILLINOIS TOOLITW |
| 0.03% | 0.03% | $2.4万 | 105股 | $2.6万 | 105股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.03% | 0.03% | $2.4万 | 180股 | $2.2万 | 180股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.03% | 0.03% | $2.4万 | 140股 | $2.6万 | 140股 | 00.00% | 持仓不变 |
 PROGRESSIVEPGR |
| 0.03% | 0.03% | $2.4万 | 170股 | $2.2万 | 170股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.03% | 0.03% | $2.3万 | 215股 | $2.5万 | 215股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.03% | 0.03% | $2.0万 | 369股 | $1.9万 | 369股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 0.03% | 0.03% | $1.9万 | 173股 | $2.0万 | 173股 | 00.00% | 持仓不变 |
 嘉信理财SCHW |
| 0.02% | 0.03% | $1.8万 | 328股 | $1.9万 | 328股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.02% | 0.03% | $1.8万 | 174股 | $1.9万 | 174股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.02% | 0.02% | $1.7万 | 115股 | $1.7万 | 115股 | 00.00% | 持仓不变 |
 AMERICAN TOWER COMAMT |
| 0.02% | 0.02% | $1.4万 | 85股 | $1.7万 | 85股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.02% | 0.02% | $1.3万 | 155股 | $1.4万 | 155股 | 00.00% | 持仓不变 |
 联合包裹UPSUPS |
| 0.02% | 0.02% | $1.2万 | 80股 | $1.4万 | 80股 | 00.00% | 持仓不变 |
 TARGET COMTGT |
| 0.02% | 0.02% | $1.2万 | 105股 | $1.4万 | 105股 | 00.00% | 持仓不变 |
 波音BA |
| 0.02% | 0.02% | $1.2万 | 60股 | $1.3万 | 60股 | 00.00% | 持仓不变 |
 IRON MTN DEL COMIRM |
| 0.01% | 0.01% | $1.1万 | 185股 | $1.1万 | 185股 | 00.00% | 持仓不变 |
 高盛GS |
| 0.01% | 0.01% | $1.1万 | 33股 | $1.0万 | 33股 | 00.00% | 持仓不变 |
 艾默生电气EMR |
| 0.01% | — | $1.0万 | 105股 | $0 | 0股 | +105股 | 新买入 |
