 好市多COST |
| 10.72% | 11.9% | $1,299.4万 | 1.4万股 | $1,442.6万 | 1.4万股 | -588股-4.06% | 减仓 |
 亚马逊AMZN |
| 9.01% | 8.21% | $1,092.2万 | 4.6万股 | $995.4万 | 4.8万股 | -1,969股-4.12% | 减仓 |
 微软MSFT |
| 8.83% | 9.17% | $1,070.8万 | 2.9万股 | $1,111.5万 | 3.0万股 | -1,323股-4.41% | 减仓 |
 万事达MA |
| 8.47% | 8.58% | $1,026.4万 | 2.0万股 | $1,039.4万 | 2.1万股 | -817股-3.93% | 减仓 |
 VisaV |
| 7.88% | 7.17% | $955.8万 | 2.8万股 | $869.0万 | 2.9万股 | -893股-3.11% | 减仓 |
 Markel Group Inc.MKL |
| 7.48% | 7.52% | $907.0万 | 4,644股 | $911.1万 | 4,760股 | -116股-2.44% | 减仓 |
 苹果AAPL |
| 7.16% | 6.35% | $868.2万 | 3.0万股 | $769.8万 | 3.0万股 | -331股-1.09% | 减仓 |
 美国运通AXP |
| 5.84% | 5.38% | $708.3万 | 2.1万股 | $652.5万 | 2.2万股 | -632股-2.93% | 减仓 |
 WASTE MGMT DELWM |
| 5% | 5.36% | $605.6万 | 2.7万股 | $649.7万 | 2.8万股 | -1,102股-3.90% | 减仓 |
 MERCADOLIBRE COMMELI |
| 4.74% | 5.68% | $574.9万 | 3,387股 | $687.8万 | 3,978股 | -591股-14.86% | 减仓 |
 CINTAS COMCTAS |
| 3.82% | 3.89% | $463.0万 | 2.7万股 | $472.0万 | 2.8万股 | -686股-2.46% | 减仓 |
 礼来LLY |
| 3.37% | 2.62% | $408.2万 | 3,403股 | $318.0万 | 3,457股 | -54股-1.56% | 减仓 |
 摩根大通JPM |
| 2.57% | 2.31% | $311.7万 | 9,521股 | $280.1万 | 9,521股 | 00.00% | 持仓不变 |
 标普全球SPGI |
| 2.57% | 3.2% | $311.4万 | 7,646股 | $387.9万 | 9,119股 | -1,473股-16.15% | 减仓 |
 ExpediaEXPE |
| 2.49% | 2.35% | $302.1万 | 1.9万股 | $284.9万 | 2.0万股 | -1,351股-6.79% | 减仓 |
 谷歌AGOOGL |
| 1.69% | — | $204.6万 | 5,726股 | $0 | 0股 | +5,726股 | 新买入 |
 优步UBER |
| 1.59% | 1.6% | $192.8万 | 2.7万股 | $193.9万 | 2.7万股 | -235股-0.87% | 减仓 |
 直觉外科ISRG |
| 1.22% | 1.42% | $148.4万 | 3,732股 | $172.5万 | 3,741股 | -9股-0.24% | 减仓 |
 埃森哲ACN |
| 1.14% | 2.49% | $138.5万 | 1.1万股 | $302.0万 | 1.5万股 | -4,100股-26.92% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.06% | 1.05% | $127.9万 | 1,713股 | $127.6万 | 1,962股 | -249股-12.69% | 减仓 |
 星巴克SBUX |
| 1.04% | 0.64% | $126.5万 | 1.2万股 | $77.0万 | 8,599股 | +3,783股+43.99% | 加仓 |
 赛富时CRM |
| 0.68% | 0.81% | $82.4万 | 5,257股 | $98.1万 | 5,257股 | 00.00% | 持仓不变 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.6% | 0.6% | $72.9万 | 7,920股 | $73.1万 | 7,920股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.43% | 0.43% | $51.9万 | 1,038股 | $52.2万 | 1,090股 | -52股-4.77% | 减仓 |
 WHITE MTNS INSWTM |
| 0.24% | 0.26% | $29.6万 | 143股 | $31.4万 | 143股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.19% | — | $23.1万 | 4,062股 | $0 | 0股 | +4,062股 | 新买入 |
 雪佛龙CVX |
| 0.17% | 0.29% | $20.2万 | 1,217股 | $35.6万 | 1,722股 | -505股-29.33% | 减仓 |
