 伯克希尔哈撒韦BRK.B |
| 4.54% | 4.68% | $810.3万 | 1.6万股 | $804.6万 | 1.7万股 | -597股-3.56% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.95% | 3.53% | $705.5万 | 2.0万股 | $607.7万 | 2.1万股 | -1,218股-5.75% | 减仓 |
| AAST SPACEMOBILE COM CL AASTS |
| 3.5% | 3.7% | $625.6万 | 7.0万股 | $635.5万 | 7.7万股 | -6,289股-8.20% | 减仓 |
 嘉信理财SCHW |
| 3.49% | 3.92% | $623.7万 | 6.8万股 | $673.7万 | 7.2万股 | -4,084股-5.70% | 减仓 |
 苹果AAPL |
| 3.25% | 3.04% | $580.6万 | 2.0万股 | $522.4万 | 2.1万股 | -521股-2.53% | 减仓 |
 应用材料AMAT |
| 3.17% | 1.7% | $565.1万 | 7,816股 | $291.6万 | 8,531股 | -715股-8.38% | 减仓 |
 英伟达NVDA |
| 2.83% | 2.48% | $504.9万 | 2.5万股 | $426.0万 | 2.4万股 | +804股+3.29% | 加仓 |
 PROGRESSIVEPGR |
| 2.78% | 2.79% | $495.8万 | 2.3万股 | $480.6万 | 2.4万股 | -1,546股-6.38% | 减仓 |
| SSOMNIGROUP INTERNATIONAL COMSGI |
| 2.45% | 2.51% | $437.9万 | 5.6万股 | $432.3万 | 5.8万股 | -2,634股-4.50% | 减仓 |
 BOOKING COMBKNG |
| 2.28% | 2.3% | $407.8万 | 2.3万股 | $395.3万 | 939股 | +2.2万股+2,336.85% | 加仓 |
 美国运通AXP |
| 2.18% | 2.1% | $389.1万 | 1.2万股 | $361.7万 | 1.2万股 | -454股-3.80% | 减仓 |
 THOR INDSTHO |
| 2.12% | 2.45% | $378.9万 | 5.0万股 | $420.7万 | 5.3万股 | -2,240股-4.25% | 减仓 |
 希捷STX |
| 1.95% | 0.78% | $348.8万 | 3,615股 | $133.7万 | 3,414股 | +201股+5.89% | 加仓 |
 微软MSFT |
| 1.89% | 2.02% | $338.1万 | 9,063股 | $347.3万 | 9,382股 | -319股-3.40% | 减仓 |
 Arista网络ANET |
| 1.79% | 1.42% | $319.2万 | 1.9万股 | $243.9万 | 2.0万股 | -1,072股-5.40% | 减仓 |
 FLOOR & DECORFND |
| 1.75% | 1.62% | $312.3万 | 5.3万股 | $278.3万 | 5.5万股 | -2,158股-3.94% | 减仓 |
 布鲁克菲尔德BN |
| 1.64% | 1.76% | $292.2万 | 6.9万股 | $302.5万 | 7.5万股 | -6,139股-8.21% | 减仓 |
 ASBURY AUTOMOTIVEABG |
| 1.49% | 1.57% | $266.7万 | 1.3万股 | $269.1万 | 1.4万股 | -510股-3.70% | 减仓 |
 INSTALLED BLDG PRODSIBP |
| 1.46% | 2.68% | $259.9万 | 1.1万股 | $461.3万 | 1.7万股 | -6,086股-34.99% | 减仓 |
 Markel Group Inc.MKL |
| 1.45% | 1.6% | $258.8万 | 1,325股 | $275.6万 | 1,440股 | -115股-7.99% | 减仓 |
| G高盛ETF信托GBIL |
| 1.45% | 3.05% | $258.2万 | 2.6万股 | $524.7万 | 5.2万股 | -2.7万股-50.78% | 减仓 |
 ARMSTRONG WORLD INDS NEWAWI |
| 1.36% | 1.1% | $242.9万 | 1.5万股 | $189.3万 | 1.1万股 | +3,654股+31.81% | 加仓 |
 康宁GLW |
| 1.33% | 0.97% | $236.8万 | 9,270股 | $167.2万 | 1.2万股 | -3,028股-24.62% | 减仓 |
 礼来LLY |
| 1.27% | 1.05% | $227.1万 | 1,893股 | $181.0万 | 1,968股 | -75股-3.81% | 减仓 |
 LAUDER ESTEE COS CL AEL |
| 1.27% | 1.28% | $226.2万 | 2.9万股 | $220.1万 | 3.1万股 | -2,016股-6.57% | 减仓 |
 英特尔INTC |
| 1.26% | 0.41% | $225.0万 | 1.6万股 | $69.8万 | 1.6万股 | +285股+1.80% | 加仓 |
| NNVRNVR |
| 1.23% | 1.29% | $218.7万 | 321股 | $221.4万 | 336股 | -15股-4.46% | 减仓 |
 强生JNJ |
| 1.13% | 1.15% | $201.6万 | 7,937股 | $197.7万 | 8,089股 | -152股-1.88% | 减仓 |
| MMOELIS &MC |
| 1.09% | 1.03% | $194.2万 | 3.0万股 | $176.4万 | 3.1万股 | -1,259股-4.07% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 1.04% | 1.04% | $185.8万 | 5,906股 | $178.6万 | 6,223股 | -317股-5.09% | 减仓 |
| KKINSALE CAPKNSL |
| 1.03% | 1.09% | $183.4万 | 5,561股 | $186.7万 | 5,464股 | +97股+1.78% | 加仓 |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 1.02% | — | $181.2万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 亚马逊AMZN |
| 0.96% | 0.83% | $171.9万 | 7,211股 | $143.2万 | 6,874股 | +337股+4.90% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.96% | 1.09% | $171.4万 | 1.9万股 | $187.2万 | 2.0万股 | -1,661股-8.19% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.92% | 2.51% | $164.9万 | 4,153股 | $432.4万 | 1.4万股 | -9,440股-69.45% | 减仓 |
 AON SHS CL AAON |
| 0.92% | 1.26% | $163.7万 | 4,935股 | $216.8万 | 6,717股 | -1,782股-26.53% | 减仓 |
 贝莱德·INC COMBLK |
| 0.86% | 0.93% | $153.8万 | 1,599股 | $159.8万 | 1,662股 | -63股-3.79% | 减仓 |
 空气化工APD |
| 0.85% | 0.79% | $150.8万 | 5,145股 | $135.2万 | 4,655股 | +490股+10.53% | 加仓 |
 雪佛龙CVX |
| 0.77% | 1.03% | $138.0万 | 8,325股 | $177.5万 | 8,580股 | -255股-2.97% | 减仓 |
 思科CSCO |
| 0.74% | 0.56% | $132.0万 | 1.1万股 | $97.1万 | 1.3万股 | -1,272股-10.17% | 减仓 |
 CINCINNATI FINL COMCINF |
| 0.74% | 0.65% | $131.7万 | 7,114股 | $111.7万 | 7,100股 | +14股+0.20% | 加仓 |
 LoewsL |
| 0.71% | 0.7% | $127.5万 | 1.1万股 | $119.6万 | 1.1万股 | +50股+0.45% | 加仓 |
 AMERICAN TOWER COMAMT |
| 0.71% | 0.79% | $126.7万 | 7,746股 | $136.1万 | 7,887股 | -141股-1.79% | 减仓 |
 道明尼能源D |
| 0.7% | 0.74% | $125.4万 | 1.8万股 | $127.1万 | 2.1万股 | -2,194股-10.67% | 减仓 |
 威瑞森VZ |
| 0.7% | 0.7% | $125.3万 | 3.0万股 | $121.1万 | 2.4万股 | +5,467股+22.65% | 加仓 |
 康明斯CMI |
| 0.68% | 0.6% | $121.5万 | 1,703股 | $102.9万 | 1,912股 | -209股-10.93% | 减仓 |
 德州仪器TXN |
| 0.68% | 0.59% | $121.2万 | 4,065股 | $101.6万 | 5,235股 | -1,170股-22.35% | 减仓 |
 ALTRIAMO |
| 0.66% | 0.64% | $118.4万 | 1.6万股 | $110.3万 | 1.7万股 | -267股-1.60% | 减仓 |
 博通AVGO |
| 0.66% | 0.62% | $117.9万 | 3,120股 | $107.0万 | 3,458股 | -338股-9.77% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.65% | 0.7% | $116.7万 | 6,453股 | $119.8万 | 7,248股 | -795股-10.97% | 减仓 |
