| AAlphabet Inc Class CGOOG |
| 17.92% | 15.5% | $7,956.8万 | 22.5万股 | $6,444.0万 | 22.5万股 | +555股+0.25% | 加仓 |
 亚马逊AMZN |
| 12.35% | 11.68% | $5,482.8万 | 23.0万股 | $4,856.5万 | 23.3万股 | -3,140股-1.35% | 减仓 |
 VisaV |
| 11.96% | 10.84% | $5,309.7万 | 15.5万股 | $4,506.9万 | 14.9万股 | +5,645股+3.79% | 加仓 |
 谷歌AGOOGL |
| 11.36% | 9.74% | $5,042.5万 | 14.1万股 | $4,049.0万 | 14.1万股 | +295股+0.21% | 加仓 |
 NETFLIXNFLX |
| 6.73% | 8.94% | $2,989.3万 | 41.9万股 | $3,716.4万 | 38.7万股 | +3.2万股+8.32% | 加仓 |
 优步UBER |
| 5.53% | 5.85% | $2,455.1万 | 34.0万股 | $2,432.5万 | 33.8万股 | +2,045股+0.60% | 加仓 |
 财捷INTU |
| 5.37% | 4.05% | $2,385.7万 | 9.1万股 | $1,683.5万 | 3.9万股 | +5.2万股+134.76% | 加仓 |
| TTHE BALDWIN INSURANCE GRP INBWIN |
| 4.63% | 4.08% | $2,055.6万 | 77.3万股 | $1,696.7万 | 77.3万股 | 00.00% | 持仓不变 |
| NNVRNVR |
| 4.47% | 4.58% | $1,986.8万 | 2,916股 | $1,905.8万 | 2,892股 | +24股+0.83% | 加仓 |
 摩根大通JPM |
| 3.71% | 3.55% | $1,645.4万 | 5.0万股 | $1,477.1万 | 5.0万股 | +52股+0.10% | 加仓 |
 Meta平台META |
| 3.3% | 4.05% | $1,464.5万 | 2.6万股 | $1,684.9万 | 2.9万股 | -3,451股-11.72% | 减仓 |
 第一资本COF |
| 2.86% | 3.33% | $1,271.2万 | 6.3万股 | $1,386.3万 | 7.6万股 | -1.3万股-16.61% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.04% | 2.08% | $907.8万 | 1.8万股 | $866.2万 | 1.8万股 | +66股+0.37% | 加仓 |
| TTITAN AMER SA COMMON SHARESTTAM |
| 1.9% | 1.93% | $844.9万 | 45.3万股 | $802.2万 | 53.6万股 | -8.3万股-15.44% | 减仓 |
| FFiservFISV |
| 1.43% | 2.19% | $636.0万 | 13.0万股 | $909.3万 | 16.3万股 | -3.3万股-20.44% | 减仓 |
 标普全球SPGI |
| 1.03% | 0.26% | $457.0万 | 1.1万股 | $106.3万 | 2,500股 | +8,721股+348.84% | 加仓 |
 星巴克SBUX |
| 0.67% | 1.8% | $296.4万 | 2.9万股 | $750.1万 | 8.4万股 | -5.5万股-65.36% | 减仓 |
 联合健康UNH |
| 0.57% | 1.49% | $252.1万 | 6,065股 | $619.4万 | 2.3万股 | -1.7万股-73.50% | 减仓 |
 COOPER COSCOO |
| 0.52% | — | $233.1万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
| DDeckersSGVT |
| 0.45% | 0.54% | $198.6万 | 2.0万股 | $225.2万 | 2.3万股 | -2,500股-11.11% | 减仓 |
 Elevance健康ELV |
| 0.39% | 1.45% | $173.3万 | 4,480股 | $602.6万 | 2.1万股 | -1.6万股-78.24% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.34% | 0.35% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
 T-MOBILE US COMTMUS |
| 0.16% | 0.23% | $73.0万 | 4,350股 | $96.6万 | 4,600股 | -250股-5.43% | 减仓 |
| W富国银行WFC |
| 0.14% | 0.15% | $63.6万 | 550股 | $63.5万 | 550股 | 00.00% | 持仓不变 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.07% | 0.13% | $30.0万 | 1,800股 | $52.0万 | 3,000股 | -1,200股-40.00% | 减仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 0.05% | — | $23.0万 | 1,000股 | $0 | 0股 | +1,000股 | 新买入 |
 BROWN & BROWN COMBRO |
| 0.05% | 0.05% | $20.5万 | 3,200股 | $20.9万 | 3,200股 | 00.00% | 持仓不变 |
