 谷歌AGOOGL |
| 11.09% | 10.1% | $7.13亿 | 199.4万股 | $6.09亿 | 211.8万股 | -12.3万股-5.83% | 减仓 |
 台积电TSM |
| 8.71% | 6.77% | $5.60亿 | 117.3万股 | $4.08亿 | 120.8万股 | -3.6万股-2.95% | 减仓 |
 自由媒体FWONK |
| 7.73% | 7.56% | $4.97亿 | 522.3万股 | $4.55亿 | 535.7万股 | -13.4万股-2.50% | 减仓 |
 嘉信理财SCHW |
| 6.56% | 7.35% | $4.22亿 | 457.1万股 | $4.43亿 | 471.5万股 | -14.3万股-3.04% | 减仓 |
 第一资本COF |
| 6.11% | 6.11% | $3.92亿 | 195.6万股 | $3.68亿 | 201.8万股 | -6.2万股-3.06% | 减仓 |
 Elevance健康ELV |
| 5.89% | 6.74% | $3.79亿 | 98.0万股 | $4.06亿 | 138.8万股 | -40.8万股-29.42% | 减仓 |
 ICON PUB LTD COICLR |
| 5.54% | 3% | $3.56亿 | 204.8万股 | $1.81亿 | 163.5万股 | +41.3万股+25.30% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 5.08% | 4.52% | $3.27亿 | 92.5万股 | $2.73亿 | 95.0万股 | -2.6万股-2.69% | 减仓 |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 4.96% | 5.93% | $3.19亿 | 426.1万股 | $3.57亿 | 548.8万股 | -122.7万股-22.36% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 4.9% | 6.89% | $3.15亿 | 256.1万股 | $4.15亿 | 263.9万股 | -7.9万股-2.98% | 减仓 |
 MSA安全MSA |
| 4.68% | 4.83% | $3.01亿 | 172.1万股 | $2.91亿 | 177.6万股 | -5.5万股-3.09% | 减仓 |
 联合健康UNH |
| 4.56% | 3.27% | $2.93亿 | 70.6万股 | $1.97亿 | 72.8万股 | -2.3万股-3.14% | 减仓 |
 BIO-TECHNETECH |
| 3.68% | 2.94% | $2.37亿 | 334.9万股 | $1.77亿 | 339.2万股 | -4.3万股-1.27% | 减仓 |
 Roper科技ROP |
| 3.55% | — | $2.28亿 | 67.5万股 | $0 | 0股 | +67.5万股 | 新买入 |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 3.07% | 3.43% | $1.98亿 | 117.1万股 | $2.07亿 | 120.7万股 | -3.5万股-2.91% | 减仓 |
 SAP SPON ADRSAP |
| 2.96% | 2.13% | $1.91亿 | 123.7万股 | $1.28亿 | 75.0万股 | +48.7万股+64.89% | 加仓 |
 ZOETIS CL AZTS |
| 2.63% | 4.76% | $1.69亿 | 235.3万股 | $2.87亿 | 242.5万股 | -7.2万股-2.96% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.34% | 2.47% | $1.50亿 | 30.1万股 | $1.49亿 | 31.0万股 | -9,716股-3.13% | 减仓 |
 埃森哲ACN |
| 1.75% | 3.05% | $1.12亿 | 90.2万股 | $1.84亿 | 92.8万股 | -2.6万股-2.84% | 减仓 |
 Meta平台META |
| 1.35% | 1.91% | $8,691.1万 | 15.4万股 | $1.15亿 | 20.1万股 | -4.7万股-23.29% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 1.2% | 1.31% | $7,713.2万 | 103股 | $7,899.5万 | 110股 | -7股-6.36% | 减仓 |
 自由媒体FWONA |
| 0.95% | 0.94% | $6,090.3万 | 69.6万股 | $5,651.8万 | 72.4万股 | -2.8万股-3.89% | 减仓 |
| AAmentum Ordinary SharesAMTM |
| 0.17% | 0.7% | $1,110.4万 | 53.7万股 | $4,232.7万 | 162.3万股 | -108.6万股-66.90% | 减仓 |
 LIBERTY BROADBAND CORP COM SER CLBRDK |
| 0.16% | 0.97% | $1,008.8万 | 30.3万股 | $5,852.1万 | 116.3万股 | -86.0万股-73.93% | 减仓 |
 CREDIT ACCEP MICHCACC |
| 0.05% | 1.03% | $336.1万 | 5,279股 | $6,191.1万 | 14.6万股 | -14.1万股-96.39% | 减仓 |
 美光科技MU |
| 0.04% | 0.01% | $249.6万 | 2,162股 | $73.0万 | 2,162股 | 00.00% | 持仓不变 |
 LIBERTY BROADBANDLBRDA |
| 0.04% | 0.19% | $246.1万 | 7.4万股 | $1,123.7万 | 22.4万股 | -15.0万股-66.95% | 减仓 |
| LLIBERTY CAP CORP SER C GCI GROUPGLIBK |
| 0.04% | 0.31% | $246.0万 | 11.4万股 | $1,885.5万 | 50.7万股 | -39.3万股-77.48% | 减仓 |
| EEQUITABLEEQH |
| 0.03% | 0.02% | $176.9万 | 4.0万股 | $150.1万 | 4.0万股 | -149股-0.37% | 减仓 |
| GGROUP 1 AUTOMOTIVEGPI |
| 0.02% | 0.02% | $142.2万 | 4,884股 | $132.7万 | 4,013股 | +871股+21.70% | 加仓 |
| G通用动力VTI |
| 0.02% | 0.01% | $110.0万 | 2,973股 | $88.2万 | 2,748股 | +225股+8.19% | 加仓 |
| LLITHIA MTRSLAD |
| 0.01% | 0.01% | $85.2万 | 2,933股 | $74.6万 | 2,988股 | -55股-1.84% | 减仓 |
 JacobsJ |
| 0.01% | 0.01% | $78.7万 | 6,244股 | $80.0万 | 6,288股 | -44股-0.70% | 减仓 |
| LLIBERTY CAP CORP SER A GCI GROUPGLIBA |
| 0.01% | 0.08% | $61.7万 | 2.8万股 | $470.0万 | 12.8万股 | -9.9万股-77.92% | 减仓 |
 NETFLIXNFLX |
| 0.01% | 0.01% | $57.8万 | 8,091股 | $77.8万 | 8,091股 | 00.00% | 持仓不变 |
| V先锋领航STAR基金VXUS |
| 0.01% | 0.01% | $54.9万 | 6,420股 | $45.6万 | 5,912股 | +508股+8.59% | 加仓 |
 GLOBUS MEDGMED |
| 0.01% | 0.01% | $47.5万 | 6,008股 | $51.8万 | 6,008股 | 00.00% | 持仓不变 |
| SSMITH DOUGLAS HOMESSDHC |
| 0.01% | <0.01% | $42.4万 | 2.7万股 | $18.5万 | 1.4万股 | +1.3万股+88.23% | 加仓 |
| CCOPACPA |
| 0.01% | <0.01% | $39.7万 | 2,555股 | $29.0万 | 2,555股 | 00.00% | 持仓不变 |
| KKASPI KZ JSCKSPI |
| 0.01% | 0.01% | $34.1万 | 3,934股 | $30.2万 | 4,083股 | -149股-3.65% | 减仓 |
 美国运通AXP |
| <0.01% | <0.01% | $31.5万 | 932股 | $28.2万 | 932股 | 00.00% | 持仓不变 |
 苹果AAPL |
| <0.01% | <0.01% | $27.8万 | 961股 | $24.4万 | 961股 | 00.00% | 持仓不变 |
 微软MSFT |
| <0.01% | <0.01% | $27.5万 | 737股 | $27.3万 | 737股 | 00.00% | 持仓不变 |
 SINCLAIRSBGI |
| <0.01% | <0.01% | $25.6万 | 1.8万股 | $23.2万 | 1.8万股 | 00.00% | 持仓不变 |
 DOLLAR GEN NEWDG |
| <0.01% | <0.01% | $25.2万 | 2,188股 | $26.0万 | 2,188股 | 00.00% | 持仓不变 |
 FERGUSON ENTERPRISESFERG |
| <0.01% | <0.01% | $23.7万 | 1,000股 | $23.3万 | 1,000股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VT |
| <0.01% | — | $22.4万 | 1,426股 | $0 | 0股 | +1,426股 | 新买入 |
| AATAIBECKLEYATAI |
| <0.01% | <0.01% | $22.2万 | 4.2万股 | $14.9万 | 4.2万股 | 00.00% | 持仓不变 |
 CHARTER COMMUNICATIONSCHTR |
| <0.01% | 0.55% | $22.1万 | 1,556股 | $3,293.5万 | 15.3万股 | -15.1万股-98.98% | 减仓 |
| HHILTON GRAND VACATIONSHGV |
| <0.01% | — | $21.9万 | 4,189股 | $0 | 0股 | +4,189股 | 新买入 |
