 伯克希尔哈撒韦BRK.B |
| 6.64% | 6.02% | $3,094.9万 | 6.2万股 | $2,861.2万 | 6.0万股 | +2,143股+3.59% | 加仓 |
 Markel Group Inc.MKL |
| 5.72% | 5.41% | $2,667.2万 | 1.4万股 | $2,571.2万 | 1.3万股 | +224股+1.67% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 4.8% | 3.88% | $2,235.8万 | 6.3万股 | $1,843.7万 | 6.4万股 | -992股-1.54% | 减仓 |
 嘉信理财SCHW |
| 3.56% | 3.49% | $1,657.8万 | 18.0万股 | $1,656.4万 | 17.6万股 | +3,421股+1.94% | 加仓 |
 CANNAECNNE |
| 2.97% | 2.28% | $1,382.6万 | 96.0万股 | $1,084.9万 | 95.4万股 | +5,919股+0.62% | 加仓 |
 苹果AAPL |
| 2.93% | 2.51% | $1,365.2万 | 4.7万股 | $1,191.8万 | 4.7万股 | +220股+0.47% | 加仓 |
| FFiservFISV |
| 2.57% | 2.64% | $1,200.2万 | 24.5万股 | $1,252.7万 | 22.5万股 | +2.0万股+8.99% | 加仓 |
 WELLS FARGO NEWWFC |
| 2.5% | 2.31% | $1,166.7万 | 14.1万股 | $1,097.1万 | 13.8万股 | +3,363股+2.44% | 加仓 |
 VIATRISVTRS |
| 2.29% | 1.92% | $1,067.5万 | 67.2万股 | $911.4万 | 67.5万股 | -2,382股-0.35% | 减仓 |
 百事可乐PEP |
| 2.22% | 2.49% | $1,037.2万 | 7.7万股 | $1,182.2万 | 7.6万股 | +472股+0.62% | 加仓 |
| C花旗集团C |
| 1.86% | 1.49% | $865.6万 | 6.2万股 | $707.5万 | 6.2万股 | -537股-0.86% | 减仓 |
 亚马逊AMZN |
| 1.64% | 1.48% | $762.3万 | 3.2万股 | $703.4万 | 3.4万股 | -1,790股-5.30% | 减仓 |
 VisaV |
| 1.63% | 1.41% | $758.7万 | 2.2万股 | $670.3万 | 2.2万股 | -64股-0.29% | 减仓 |
 万事达MA |
| 1.6% | 1.53% | $747.1万 | 1.5万股 | $724.3万 | 1.4万股 | +51股+0.35% | 加仓 |
 DIAGEO SPON ADR NEWDEO |
| 1.6% | 1.52% | $746.2万 | 9.3万股 | $722.7万 | 9.7万股 | -4,235股-4.36% | 减仓 |
 BRITISH AMERN TOB SPONSORED ADRBTI |
| 1.58% | 1.47% | $735.5万 | 11.9万股 | $699.2万 | 12.0万股 | -486股-0.41% | 减仓 |
 景顺IVZ |
| 1.42% | 1.29% | $663.5万 | 25.1万股 | $614.5万 | 25.3万股 | -1,570股-0.62% | 减仓 |
 赛富时CRM |
| 1.42% | 1.24% | $661.8万 | 4.2万股 | $588.9万 | 3.2万股 | +1.1万股+33.91% | 加仓 |
 微软MSFT |
| 1.4% | 1.37% | $652.0万 | 1.7万股 | $650.7万 | 1.8万股 | -99股-0.56% | 减仓 |
 CENTENE DEL COMCNC |
| 1.33% | 0.67% | $619.3万 | 9.6万股 | $317.8万 | 9.7万股 | -574股-0.59% | 减仓 |
 HERSHEY COMHSY |
| 1.33% | 1.56% | $618.7万 | 3.5万股 | $739.0万 | 3.6万股 | -281股-0.79% | 减仓 |
 马拉松石油MPC |
| 1.32% | 1.25% | $617.4万 | 2.4万股 | $591.4万 | 2.4万股 | -71股-0.29% | 减仓 |
 JEFFERIES FINANCIAL INJEF |
| 1.31% | 1.07% | $611.5万 | 12.2万股 | $506.1万 | 12.3万股 | -277股-0.23% | 减仓 |
 AFFILIATED MANAGERSAMG |
| 1.31% | 1.06% | $610.7万 | 1.8万股 | $503.4万 | 1.8万股 | -145股-0.80% | 减仓 |
| PPARAMOUNT SKYDANCEPSKY |
| 1.3% | 1.15% | $608.4万 | 61.7万股 | $547.0万 | 60.6万股 | +1.1万股+1.75% | 加仓 |
 爵士制药JAZZ |
| 1.13% | 0.9% | $527.5万 | 2.2万股 | $428.0万 | 2.3万股 | -747股-3.30% | 减仓 |
 3M COMMMM |
| 1.11% | 0.99% | $519.8万 | 3.2万股 | $470.1万 | 3.2万股 | -268股-0.83% | 减仓 |
 TARGET COMTGT |
| 1.09% | 1% | $508.6万 | 3.9万股 | $473.8万 | 3.9万股 | -152股-0.39% | 减仓 |
 美敦力MDT |
| 1.06% | 1.16% | $495.9万 | 6.3万股 | $551.6万 | 6.4万股 | -272股-0.43% | 减仓 |
 西方石油OXY |
| 1.04% | 1.35% | $482.7万 | 9.9万股 | $642.5万 | 9.9万股 | +547股+0.55% | 加仓 |
 AMERICAN INTL COM NEWAIG |
| 1.01% | 1% | $472.9万 | 6.3万股 | $474.4万 | 6.3万股 | +409股+0.65% | 加仓 |
| HHF SINCLAIRDINO |
| 0.98% | 0.87% | $458.2万 | 6.6万股 | $412.8万 | 6.6万股 | -379股-0.57% | 减仓 |
| JJACKSON FINANCIALJXN |
| 0.97% | 1.04% | $454.5万 | 4.4万股 | $492.8万 | 4.7万股 | -2,224股-4.77% | 减仓 |
 迪士尼DIS |
| 0.96% | 0.95% | $446.6万 | 4.6万股 | $451.3万 | 4.7万股 | -427股-0.91% | 减仓 |
 星座品牌STZ |
| 0.94% | 0.96% | $437.9万 | 3.1万股 | $456.8万 | 3.0万股 | +1,027股+3.37% | 加仓 |
| S嘉信·USSCHX |
| 0.85% | 0.76% | $395.4万 | 13.4万股 | $363.3万 | 14.2万股 | -7,345股-5.18% | 减仓 |
 DANAHER DEL COMDHR |
| 0.85% | — | $395.1万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
| PPETROLEO BRASILEIROPBR |
| 0.84% | 1.05% | $389.4万 | 24.1万股 | $500.0万 | 24.1万股 | +20股+0.01% | 加仓 |
 KEURIG DR PEPPER COMKDP |
| 0.82% | 0.7% | $383.8万 | 11.7万股 | $330.2万 | 12.5万股 | -8,172股-6.52% | 减仓 |
 联合健康UNH |
| 0.81% | 0.52% | $377.2万 | 9,075股 | $247.6万 | 9,151股 | -76股-0.83% | 减仓 |
 阿里巴巴BABA |
| 0.81% | 1.02% | $376.6万 | 3.9万股 | $484.0万 | 3.9万股 | +662股+1.72% | 加仓 |
 Meta平台META |
| 0.78% | 0.82% | $364.6万 | 6,473股 | $391.7万 | 6,846股 | -373股-5.45% | 减仓 |
 英伟达NVDA |
| 0.77% | 0.61% | $359.5万 | 1.8万股 | $291.0万 | 1.7万股 | +1,282股+7.68% | 加仓 |
 斯伦贝谢SLB |
| 0.75% | 0.81% | $349.8万 | 7.5万股 | $385.2万 | 7.5万股 | +295股+0.39% | 加仓 |
 PRICE T ROWE COMTROW |
| 0.73% | 0.56% | $339.8万 | 3.0万股 | $266.8万 | 3.0万股 | +291股+0.98% | 加仓 |
| BBANK OF AMERBAC |
| 0.69% | 0.58% | $321.1万 | 5.6万股 | $275.0万 | 5.6万股 | -53股-0.09% | 减仓 |
 百时美施贵宝BMY |
| 0.66% | 0.69% | $308.1万 | 5.3万股 | $325.8万 | 5.4万股 | -235股-0.44% | 减仓 |
 SPHERE ENTERTAINMENTSPHR |
| 0.65% | 0.47% | $300.8万 | 1.7万股 | $221.9万 | 1.9万股 | -1,514股-8.01% | 减仓 |
| KKKR & COMKKR |
| 0.62% | — | $288.2万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
 NETFLIXNFLX |
| 0.62% | 0.4% | $288.0万 | 4.0万股 | $190.3万 | 2.0万股 | +2.1万股+103.86% | 加仓 |
