 谷歌AGOOGL |
| 8.19% | 8.85% | $7,121.2万 | 19.9万股 | $5,688.6万 | 19.8万股 | +1,444股+0.73% | 加仓 |
 CVS健康CVS |
| 5.31% | 5% | $4,619.9万 | 44.7万股 | $3,213.7万 | 44.7万股 | -884股-0.20% | 减仓 |
 VisaV |
| 5.05% | 4.84% | $4,390.3万 | 12.8万股 | $3,112.0万 | 10.3万股 | +2.5万股+24.28% | 加仓 |
 阿斯利康AZN |
| 4.91% | — | $4,266.1万 | 22.7万股 | $0 | 0股 | +22.7万股 | 新买入 |
 伯克希尔哈撒韦BRK.A |
| 4.65% | 4.47% | $4,043.8万 | 54股 | $2,872.6万 | 40股 | +14股+35.00% | 加仓 |
 微软MSFT |
| 4.55% | 6.01% | $3,955.6万 | 10.6万股 | $3,861.4万 | 10.4万股 | +1,728股+1.66% | 加仓 |
 Markel Group Inc.MKL |
| 4.47% | 5.04% | $3,888.4万 | 2.0万股 | $3,236.7万 | 1.7万股 | +3,000股+17.74% | 加仓 |
 SMURFIT WESTROCK SHSSW |
| 4.46% | 5.2% | $3,881.6万 | 83.9万股 | $3,338.7万 | 83.8万股 | +1,260股+0.15% | 加仓 |
 DANAHER DEL COMDHR |
| 4.46% | 2.75% | $3,875.0万 | 20.3万股 | $1,764.1万 | 9.3万股 | +11.0万股+118.64% | 加仓 |
 好事达ALL |
| 4.29% | 5.06% | $3,731.9万 | 15.7万股 | $3,251.9万 | 15.7万股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 4.04% | 4.73% | $3,515.5万 | 12.5万股 | $3,041.6万 | 12.5万股 | -468股-0.37% | 减仓 |
 LOGITECH INTL SHSLOGI |
| 3.9% | — | $3,389.5万 | 36.0万股 | $0 | 0股 | +36.0万股 | 新买入 |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 3.89% | 4.2% | $3,378.5万 | 12.8万股 | $2,699.3万 | 12.9万股 | -771股-0.60% | 减仓 |
 惠普HPQ |
| 3.62% | 4.3% | $3,150.8万 | 143.6万股 | $2,763.1万 | 143.8万股 | -2,265股-0.16% | 减仓 |
| CCBRE CL ACBRE |
| 3.45% | 4.7% | $3,000.0万 | 22.3万股 | $3,017.1万 | 22.3万股 | 00.00% | 持仓不变 |
| AATKOREATKR |
| 3.3% | 3.46% | $2,866.7万 | 37.7万股 | $2,220.9万 | 37.7万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 1.82% | 2.1% | $1,580.9万 | 7.9万股 | $1,350.2万 | 7.7万股 | +1,588股+2.05% | 加仓 |
 苹果AAPL |
| 1.66% | 1.85% | $1,439.9万 | 5.0万股 | $1,189.7万 | 4.7万股 | +2,882股+6.15% | 加仓 |
 亚马逊AMZN |
| 0.86% | 0.93% | $745.3万 | 3.1万股 | $596.6万 | 2.9万股 | +2,625股+9.16% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.62% | 0.68% | $540.0万 | 1.5万股 | $438.4万 | 1.5万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.6% | 0.57% | $519.3万 | 1.4万股 | $368.0万 | 1.2万股 | +1,855股+15.60% | 加仓 |
 美光科技MU |
| 0.48% | 0.25% | $414.6万 | 3,592股 | $159.8万 | 4,731股 | -1,139股-24.08% | 减仓 |
 AMD超威AMD |
| 0.45% | 0.21% | $390.7万 | 6,726股 | $136.8万 | 6,726股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.42% | 0.52% | $366.1万 | 6,500股 | $336.1万 | 5,875股 | +625股+10.64% | 加仓 |
 礼来LLY |
| 0.42% | 0.43% | $362.8万 | 3,025股 | $273.3万 | 2,971股 | +54股+1.82% | 加仓 |
 特斯拉TSLA |
| 0.39% | 0.42% | $339.0万 | 8,061股 | $272.1万 | 7,320股 | +741股+10.12% | 加仓 |
 摩根大通JPM |
| 0.38% | 0.46% | $328.0万 | 1.0万股 | $294.7万 | 1.0万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.35% | 0.43% | $302.4万 | 6,044股 | $278.6万 | 5,813股 | +231股+3.97% | 加仓 |
 英特尔INTC |
| 0.31% | 0.15% | $265.5万 | 1.9万股 | $93.8万 | 2.1万股 | -2,237股-10.53% | 减仓 |
 应用材料AMAT |
| 0.29% | 0.18% | $254.7万 | 3,523股 | $113.1万 | 3,308股 | +215股+6.50% | 加仓 |
 强生JNJ |
| 0.29% | 0.35% | $249.2万 | 9,813股 | $225.1万 | 9,210股 | +603股+6.55% | 加仓 |
 埃克森美孚XOM |
| 0.28% | 0.46% | $240.0万 | 1.8万股 | $297.8万 | 1.8万股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 0.26% | 0.17% | $226.8万 | 5,234股 | $111.8万 | 5,234股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.23% | 0.2% | $196.2万 | 1.7万股 | $129.6万 | 1.7万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.21% | 0.3% | $186.6万 | 1.6万股 | $195.9万 | 1.6万股 | +711股+4.51% | 加仓 |
| BBANK OF AMERBAC |
| 0.19% | 0.24% | $168.7万 | 3.0万股 | $154.6万 | 3.2万股 | -2,103股-6.63% | 减仓 |
 艾伯维ABBV |
| 0.18% | 0.21% | $160.4万 | 6,376股 | $133.0万 | 6,115股 | +261股+4.27% | 加仓 |
 联合健康UNH |
| 0.18% | 0.19% | $156.7万 | 3,769股 | $118.9万 | 4,394股 | -625股-14.22% | 减仓 |
 家得宝HD |
| 0.17% | 0.19% | $150.1万 | 4,255股 | $122.4万 | 3,722股 | +533股+14.32% | 加仓 |
 万事达MA |
| 0.16% | 0.21% | $140.6万 | 2,737股 | $136.8万 | 2,737股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.16% | 0.23% | $137.6万 | 1,471股 | $146.6万 | 1,471股 | 00.00% | 持仓不变 |
 科磊KLAC |
| 0.16% | 0.13% | $136.1万 | 4,510股 | $81.1万 | 551股 | +3,959股+718.51% | 加仓 |
 宝洁PG |
| 0.16% | 0.21% | $135.6万 | 9,250股 | $137.5万 | 9,520股 | -270股-2.84% | 减仓 |
 GE航空GE |
| 0.15% | 0.16% | $134.7万 | 3,603股 | $102.2万 | 3,603股 | 00.00% | 持仓不变 |
 高盛GS |
| 0.15% | 0.18% | $132.3万 | 1,308股 | $114.8万 | 1,357股 | -49股-3.61% | 减仓 |
 雪佛龙CVX |
| 0.15% | 0.26% | $132.2万 | 7,975股 | $165.0万 | 7,975股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.15% | 0.22% | $132.0万 | 1.0万股 | $140.1万 | 1.2万股 | -1,378股-11.83% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.14% | 0.15% | $120.8万 | 1.5万股 | $98.6万 | 1.2万股 | +2,234股+18.04% | 加仓 |
| C花旗集团C |
| 0.14% | 0.18% | $120.8万 | 8,629股 | $117.8万 | 1.0万股 | -1,762股-16.96% | 减仓 |
 德州仪器TXN |
| 0.13% | 0.12% | $116.2万 | 3,898股 | $75.7万 | 3,898股 | 00.00% | 持仓不变 |
