 谷歌AGOOGL |
| 6.45% | 6.34% | $2,571.4万 | 7.2万股 | $2,125.7万 | 7.4万股 | -1,970股-2.66% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 5.9% | 6.56% | $2,350.4万 | 4.7万股 | $2,198.2万 | 4.6万股 | +1,098股+2.39% | 加仓 |
 康宁GLW |
| 5.04% | 3.57% | $2,008.5万 | 7.9万股 | $1,196.1万 | 8.8万股 | -9,331股-10.61% | 减仓 |
 苹果AAPL |
| 4.49% | 4.8% | $1,787.6万 | 6.2万股 | $1,608.2万 | 6.3万股 | -1,588股-2.51% | 减仓 |
 微软MSFT |
| 3.58% | 3.92% | $1,425.3万 | 3.8万股 | $1,313.6万 | 3.5万股 | +2,722股+7.67% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 3.26% | 2.19% | $1,298.9万 | 3.0万股 | $733.8万 | 4.5万股 | -1.5万股-32.67% | 减仓 |
 阿斯麦ASML |
| 3.18% | 2.67% | $1,266.8万 | 6,367股 | $893.5万 | 6,765股 | -398股-5.88% | 减仓 |
| EEVERUS CONSTRECG |
| 3.1% | 2.71% | $1,237.0万 | 7.5万股 | $906.9万 | 7.7万股 | -2,277股-2.96% | 减仓 |
| G通用动力VTI |
| 2.52% | 2.18% | $1,003.4万 | 2.7万股 | $729.6万 | 2.3万股 | +4,374股+19.23% | 加仓 |
 强生JNJ |
| 2.47% | 2.6% | $982.8万 | 3.9万股 | $871.5万 | 3.6万股 | +3,045股+8.54% | 加仓 |
 英伟达NVDA |
| 2.46% | 2.31% | $980.6万 | 4.9万股 | $774.9万 | 4.4万股 | +4,579股+10.31% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.26% | 2.29% | $899.3万 | 2.5万股 | $767.9万 | 2.7万股 | -1,317股-4.92% | 减仓 |
 VisaV |
| 2.14% | 2.15% | $854.4万 | 2.5万股 | $720.0万 | 2.4万股 | +1,081股+4.54% | 加仓 |
| T赛默飞世尔TMO |
| 2.1% | 1.96% | $834.9万 | 1.7万股 | $655.5万 | 1.3万股 | +3,317股+24.87% | 加仓 |
 Markel Group Inc.MKL |
| 1.93% | 2.03% | $769.5万 | 3,940股 | $681.7万 | 3,562股 | +378股+10.61% | 加仓 |
 AMGEN COMAMGN |
| 1.92% | 2.13% | $766.7万 | 2.1万股 | $715.0万 | 2.0万股 | +849股+4.18% | 加仓 |
 MDU RESMDU |
| 1.85% | 2.17% | $738.3万 | 34.8万股 | $726.7万 | 35.1万股 | -2,640股-0.75% | 减仓 |
 默沙东MRK |
| 1.85% | 2.13% | $738.1万 | 5.7万股 | $712.1万 | 5.9万股 | -1,758股-2.97% | 减仓 |
 FRANCO NEVFNV |
| 1.76% | 2.5% | $700.1万 | 3.4万股 | $837.0万 | 3.4万股 | -289股-0.85% | 减仓 |
| EESABESAB |
| 1.63% | 1.58% | $648.3万 | 6.6万股 | $529.8万 | 5.5万股 | +1.1万股+19.91% | 加仓 |
 好市多COST |
| 1.61% | 2.07% | $642.3万 | 6,866股 | $695.3万 | 6,978股 | -112股-1.61% | 减仓 |
| Q高通QCOM |
| 1.6% | 1.25% | $636.0万 | 3.4万股 | $419.2万 | 3.3万股 | +1,864股+5.73% | 加仓 |
 AMD超威AMD |
| 1.54% | 0.93% | $615.2万 | 1.1万股 | $313.1万 | 1.5万股 | -4,802股-31.20% | 减仓 |
 ONEOKOKE |
| 1.48% | 1.74% | $589.8万 | 6.8万股 | $583.5万 | 6.5万股 | +3,292股+5.10% | 加仓 |
 迪尔DE |
| 1.45% | 1.4% | $579.2万 | 9,130股 | $470.7万 | 8,357股 | +773股+9.25% | 加仓 |
 摩根大通JPM |
| 1.44% | 1.41% | $572.7万 | 1.7万股 | $473.1万 | 1.6万股 | +1,413股+8.79% | 加仓 |
 BUILDERS FIRSTSOURCELEN |
| 1.37% | — | $545.0万 | 6.1万股 | $0 | 0股 | +6.1万股 | 新买入 |
 ATLANTA BRAVES HLDGS INC COM SER ABATRA |
| 1.37% | 1.27% | $544.5万 | 9.7万股 | $425.2万 | 9.0万股 | +6,525股+7.24% | 加仓 |
| AAmentum Ordinary SharesAMTM |
| 1.3% | 1.59% | $517.1万 | 25.0万股 | $531.8万 | 20.4万股 | +4.6万股+22.69% | 加仓 |
 富达·NATL FINL INCFNF |
| 1.19% | 1.43% | $473.9万 | 10.0万股 | $479.3万 | 10.3万股 | -2,849股-2.76% | 减仓 |
| KKNIFE RIVERKNF |
| 1.17% | 1.35% | $465.3万 | 5.6万股 | $453.4万 | 5.6万股 | +94股+0.17% | 加仓 |
| GGOLDMAN SACHS ETF TRUST HEDGE IND VIP ETFGVIP |
| 1.14% | 0.7% | $456.0万 | 2.4万股 | $235.4万 | 1.6万股 | +8,012股+49.61% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.12% | 0.93% | $447.0万 | 2.3万股 | $310.3万 | 2.3万股 | +110股+0.47% | 加仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 1.09% | 1.13% | $433.6万 | 5.0万股 | $379.7万 | 4.8万股 | +1,639股+3.39% | 加仓 |
 麦当劳MCD |
| 1.07% | 1.2% | $426.8万 | 1.6万股 | $401.8万 | 1.3万股 | +2,862股+22.14% | 加仓 |
 亚马逊AMZN |
| 1% | 1.09% | $398.6万 | 1.7万股 | $366.7万 | 1.8万股 | -886股-5.03% | 减仓 |
 Meta平台META |
| 0.97% | 1.19% | $384.7万 | 6,829股 | $399.7万 | 6,987股 | -158股-2.26% | 减仓 |
 CrowdStrikeCRWD |
| 0.96% | 0.58% | $381.6万 | 5,000股 | $196.0万 | 5,020股 | -20股-0.40% | 减仓 |
| QQXOQXO |
| 0.94% | 0.67% | $373.2万 | 21.6万股 | $223.6万 | 11.5万股 | +10.1万股+87.59% | 加仓 |
 沃尔玛WMT |
| 0.9% | 1.19% | $359.5万 | 3.2万股 | $397.3万 | 3.2万股 | -225股-0.70% | 减仓 |
 礼来LLY |
| 0.78% | 0.71% | $310.3万 | 2,587股 | $239.2万 | 2,601股 | -14股-0.54% | 减仓 |
 阿里巴巴BABA |
| 0.71% | 0.88% | $281.6万 | 2.9万股 | $296.3万 | 2.4万股 | +5,731股+24.27% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.66% | 0.7% | $261.5万 | 6.7万股 | $234.0万 | 6.7万股 | +637股+0.95% | 加仓 |
 UNITED RENTALSURI |
| 0.55% | 0.42% | $219.0万 | 1,933股 | $141.6万 | 1,943股 | -10股-0.51% | 减仓 |
| G高盛ETF信托GBIL |
| 0.5% | — | $200.6万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.47% | 0.08% | $187.6万 | 2.5万股 | $25.4万 | 3,357股 | +2.1万股+638.25% | 加仓 |
 联邦快递FDX |
| 0.45% | 0.46% | $180.9万 | 5,776股 | $155.1万 | 4,354股 | +1,422股+32.66% | 加仓 |
 NVENT ELECTRICNVT |
| 0.43% | 0.41% | $170.8万 | 1.0万股 | $136.9万 | 1.2万股 | -1,505股-13.00% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.42% | 0.43% | $167.2万 | 2,239股 | $144.6万 | 2,224股 | +15股+0.67% | 加仓 |
 ServiceNowNOW |
| 0.41% | 0.51% | $163.0万 | 1.6万股 | $171.7万 | 1.6万股 | 00.00% | 持仓不变 |
