 亚马逊AMZN |
| 7.27% | 7.67% | $7,801.3万 | 32.7万股 | $6,982.0万 | 33.5万股 | -7,921股-2.36% | 减仓 |
 HEICO NEW CL AHEI |
| 5.91% | 5.44% | $6,339.9万 | 24.6万股 | $4,949.0万 | 23.4万股 | +1.1万股+4.85% | 加仓 |
 微软MSFT |
| 5.38% | 6.31% | $5,769.6万 | 15.5万股 | $5,741.9万 | 15.5万股 | -444股-0.29% | 减仓 |
 VisaV |
| 5.32% | 4.9% | $5,710.3万 | 16.6万股 | $4,461.1万 | 14.8万股 | +1.9万股+12.76% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 5.31% | 6.91% | $5,699.8万 | 16.1万股 | $6,284.0万 | 21.9万股 | -5.8万股-26.36% | 减仓 |
 ANALOG DEVICES COMADI |
| 5.22% | 6.16% | $5,603.6万 | 14.1万股 | $5,605.9万 | 17.6万股 | -3.5万股-19.93% | 减仓 |
 联合太平洋铁路UNP |
| 4.86% | 4.98% | $5,217.6万 | 19.2万股 | $4,527.3万 | 18.7万股 | +5,225股+2.80% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 4.57% | 5.09% | $4,907.9万 | 9.8万股 | $4,634.9万 | 9.7万股 | +1,360股+1.41% | 加仓 |
 AON SHS CL AAON |
| 3.7% | 3.82% | $3,975.0万 | 12.0万股 | $3,476.0万 | 10.8万股 | +1.2万股+11.29% | 加仓 |
 标普全球SPGI |
| 3.66% | 4.52% | $3,925.9万 | 9.6万股 | $4,114.6万 | 9.7万股 | -339股-0.35% | 减仓 |
 穆迪MCO |
| 3.6% | 3.92% | $3,858.9万 | 8.5万股 | $3,570.6万 | 8.2万股 | +3,353股+4.10% | 加仓 |
 联合健康UNH |
| 3.25% | 1.96% | $3,488.9万 | 8.4万股 | $1,780.0万 | 6.6万股 | +1.8万股+27.61% | 加仓 |
 台积电TSM |
| 2.95% | 2.6% | $3,163.2万 | 6.6万股 | $2,365.0万 | 7.0万股 | -3,745股-5.35% | 减仓 |
| T赛默飞世尔TMO |
| 2.89% | 3.46% | $3,097.8万 | 6.2万股 | $3,150.0万 | 6.4万股 | -2,297股-3.58% | 减仓 |
 万事达MA |
| 2.85% | 3.68% | $3,054.1万 | 5.9万股 | $3,343.7万 | 6.7万股 | -7,456股-11.14% | 减仓 |
 DANAHER DEL COMDHR |
| 2.62% | 2.26% | $2,814.4万 | 14.8万股 | $2,053.7万 | 10.8万股 | +3.9万股+36.40% | 加仓 |
 Meta平台META |
| 2.58% | 0.22% | $2,767.4万 | 4.9万股 | $201.0万 | 3,513股 | +4.6万股+1,298.49% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 2.36% | 2.56% | $2,530.7万 | 27.5万股 | $2,330.9万 | 25.3万股 | +2.2万股+8.83% | 加仓 |
 好市多COST |
| 2.36% | 3.67% | $2,529.5万 | 2.7万股 | $3,339.3万 | 3.4万股 | -6,473股-19.31% | 减仓 |
 LOWES COS COMLOW |
| 2.32% | 2.78% | $2,491.6万 | 11.3万股 | $2,527.3万 | 10.7万股 | +6,041股+5.65% | 加仓 |
 应用材料AMAT |
| 2.27% | 1.48% | $2,436.7万 | 3.4万股 | $1,347.7万 | 3.9万股 | -5,727股-14.52% | 减仓 |
 SAP SPON ADRSAP |
| 2.07% | — | $2,221.6万 | 14.4万股 | $0 | 0股 | +14.4万股 | 新买入 |
 安费诺APH |
| 1.5% | 1.52% | $1,612.9万 | 9.1万股 | $1,379.0万 | 10.9万股 | -1.8万股-16.18% | 减仓 |
 艺康ECL |
| 1.43% | 1.92% | $1,534.9万 | 5.5万股 | $1,748.9万 | 6.6万股 | -1.1万股-16.37% | 减仓 |
 阿斯麦ASML |
| 1.43% | 0.98% | $1,531.1万 | 7,696股 | $891.2万 | 6,747股 | +949股+14.07% | 加仓 |
 HEICOHEI |
| 1.12% | 1.03% | $1,206.3万 | 3.4万股 | $941.5万 | 3.4万股 | -467股-1.36% | 减仓 |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 0.99% | — | $1,058.9万 | 14.2万股 | $0 | 0股 | +14.2万股 | 新买入 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.97% | — | $1,045.2万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
 摩根大通JPM |
| 0.94% | 1% | $1,013.8万 | 3.1万股 | $911.0万 | 3.1万股 | 00.00% | 持仓不变 |
 BROWN & BROWN COMBRO |
| 0.94% | 0.19% | $1,012.3万 | 15.8万股 | $168.7万 | 2.6万股 | +13.2万股+509.83% | 加仓 |
 Dollar TreeDLTR |
| 0.94% | 1% | $1,007.9万 | 8.3万股 | $912.5万 | 8.3万股 | 00.00% | 持仓不变 |
 Vulcan材料VMC |
| 0.94% | — | $1,004.4万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
 霍尼韦尔HON |
| 0.91% | 0.85% | $974.7万 | 4.4万股 | $774.4万 | 3.4万股 | +9,273股+27.07% | 加仓 |
| WWATSCOWSO |
| 0.87% | 0.76% | $929.1万 | 2.2万股 | $689.3万 | 1.9万股 | +3,348股+17.67% | 加仓 |
 CoStarCSGP |
| 0.78% | 1.66% | $834.0万 | 29.4万股 | $1,514.1万 | 37.5万股 | -8.1万股-21.54% | 减仓 |
 苹果AAPL |
| 0.62% | 0.64% | $663.7万 | 2.3万股 | $582.1万 | 2.3万股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.45% | 0.81% | $478.9万 | 5.0万股 | $735.1万 | 7.6万股 | -2.7万股-34.77% | 减仓 |
| BBANK OF AMERBAC |
| 0.4% | 0.41% | $434.1万 | 7.6万股 | $371.4万 | 7.6万股 | 00.00% | 持仓不变 |
| EENTEGRISENTG |
| 0.32% | 0.25% | $343.2万 | 1.9万股 | $223.7万 | 1.9万股 | 00.00% | 持仓不变 |
 迪尔DE |
| 0.21% | 0.21% | $224.0万 | 3,531股 | $195.5万 | 3,470股 | +61股+1.76% | 加仓 |
 通用动力GD |
| 0.13% | 0.15% | $138.2万 | 3,900股 | $133.9万 | 3,900股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.12% | 0.16% | $127.4万 | 1.4万股 | $144.1万 | 1.4万股 | 00.00% | 持仓不变 |
| BBOSTON OMAHA CORP CL A COM STKBOC |
| 0.11% | 0.55% | $122.4万 | 9.0万股 | $496.9万 | 42.5万股 | -33.6万股-78.90% | 减仓 |
| V先锋领航指数基金VOO |
| 0.07% | 0.08% | $77.3万 | 1,125股 | $71.8万 | 1,202股 | -77股-6.41% | 减仓 |
 宝洁PG |
| 0.07% | 0.08% | $72.4万 | 4,940股 | $71.4万 | 4,940股 | 00.00% | 持仓不变 |
 PRICE T ROWE COMTROW |
| 0.06% | 0.06% | $69.4万 | 6,100股 | $55.0万 | 6,100股 | 00.00% | 持仓不变 |
 MCCORMICK & COM NON VTGMKC |
| 0.06% | 0.07% | $66.6万 | 1.3万股 | $66.6万 | 1.3万股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.06% | 0.08% | $66.3万 | 4,900股 | $76.1万 | 4,900股 | 00.00% | 持仓不变 |
| BBECTON DICKINSON & COMBDX |
| 0.05% | 0.07% | $58.3万 | 3,850股 | $60.5万 | 3,850股 | 00.00% | 持仓不变 |
 辉瑞PFE |
| 0.04% | 0.05% | $40.0万 | 1.7万股 | $46.6万 | 1.7万股 | 00.00% | 持仓不变 |
