| AAlphabet Inc Class CGOOG |
| 16.28% | 14.43% | $2,877.6万 | 8.1万股 | $2,463.3万 | 8.6万股 | -4,428股-5.16% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 10.8% | 10.97% | $1,909.2万 | 3.8万股 | $1,872.6万 | 3.9万股 | -924股-2.36% | 减仓 |
 迪尔DE |
| 10.27% | 9.68% | $1,815.5万 | 2.9万股 | $1,651.9万 | 2.9万股 | -706股-2.41% | 减仓 |
 沃尔玛WMT |
| 9.01% | 10.87% | $1,593.0万 | 14.1万股 | $1,856.0万 | 14.9万股 | -8,685股-5.82% | 减仓 |
 苹果AAPL |
| 7.84% | 7.29% | $1,385.9万 | 4.8万股 | $1,245.0万 | 4.9万股 | -1,161股-2.37% | 减仓 |
 亚马逊AMZN |
| 7.5% | 6.94% | $1,325.7万 | 5.6万股 | $1,184.2万 | 5.7万股 | -1,235股-2.17% | 减仓 |
 微软MSFT |
| 7.37% | 7.73% | $1,302.2万 | 3.5万股 | $1,319.8万 | 3.6万股 | -745股-2.09% | 减仓 |
 WASTE MGMT DELWM |
| 6.68% | 7.31% | $1,180.4万 | 5.3万股 | $1,247.8万 | 5.4万股 | -1,341股-2.47% | 减仓 |
 TJXTJX |
| 6.14% | 6.84% | $1,084.3万 | 7.2万股 | $1,167.8万 | 7.3万股 | -1,554股-2.13% | 减仓 |
 好市多COST |
| 5.88% | 6.89% | $1,038.4万 | 1.1万股 | $1,176.0万 | 1.2万股 | -702股-5.95% | 减仓 |
 CROCSCROX |
| 4.22% | 3.07% | $745.4万 | 6.2万股 | $523.9万 | 6.3万股 | -1,319股-2.09% | 减仓 |
 家得宝HD |
| 3.51% | 3.45% | $620.0万 | 1.8万股 | $588.3万 | 1.8万股 | -307股-1.72% | 减仓 |
 Meta平台META |
| 2.49% | 2.81% | $440.3万 | 7,816股 | $478.9万 | 8,371股 | -555股-6.63% | 减仓 |
| FFASTENAL COMFAST |
| 1.7% | 1.68% | $299.8万 | 6.2万股 | $287.3万 | 6.2万股 | +504股+0.81% | 加仓 |
 摩根大通JPM |
| 0.21% | — | $36.7万 | 1,120股 | $0 | 0股 | +1,120股 | 新买入 |
 万豪MAR |
| 0.05% | 0.04% | $8.1万 | 218股 | $7.1万 | 218股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.03% | 0.02% | $4.7万 | 111股 | $4.1万 | 111股 | 00.00% | 持仓不变 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.02% | — | $3.4万 | 1,166股 | $0 | 0股 | +1,166股 | 新买入 |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| <0.01% | — | $7,481 | 100股 | $0 | 0股 | +100股 | 新买入 |
 CINTAS COMCTAS |
| <0.01% | — | $5,102 | 30股 | $0 | 0股 | +30股 | 新买入 |
