 伯克希尔哈撒韦BRK.B |
| 22.37% | 23.79% | $2,214.9万 | 4.4万股 | $2,171.4万 | 4.5万股 | -1,050股-2.32% | 减仓 |
 阿斯麦ASML |
| 16.12% | 12.01% | $1,595.5万 | 8,020股 | $1,096.3万 | 8,300股 | -280股-3.37% | 减仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 9.55% | 10.66% | $945.5万 | 25.7万股 | $973.3万 | 25.7万股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 8.5% | 8.75% | $841.1万 | 9.6万股 | $798.2万 | 8.6万股 | +9,900股+11.52% | 加仓 |
 黑石集团BX |
| 8.29% | 8.48% | $820.4万 | 7.0万股 | $773.7万 | 6.7万股 | +2,440股+3.63% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 5.18% | 5.83% | $512.7万 | 5.6万股 | $532.4万 | 5.8万股 | -2,000股-3.47% | 减仓 |
 飞塔FTNT |
| 4.54% | 2.97% | $449.6万 | 2.9万股 | $271.5万 | 3.3万股 | -3,950股-11.89% | 减仓 |
 摩根大通JPM |
| 4.47% | 4.36% | $442.3万 | 1.4万股 | $397.5万 | 1.4万股 | 00.00% | 持仓不变 |
 新思科技SNPS |
| 4.09% | 3.94% | $404.6万 | 9,070股 | $359.6万 | 9,070股 | 00.00% | 持仓不变 |
| NNUTANIXNTNX |
| 2.69% | 1.87% | $266.6万 | 5.2万股 | $171.0万 | 4.5万股 | +7,350股+16.34% | 加仓 |
 亚马逊AMZN |
| 2.66% | 2.52% | $263.5万 | 1.1万股 | $230.2万 | 1.1万股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 2.24% | 2.84% | $221.9万 | 6,025股 | $259.2万 | 6,025股 | 00.00% | 持仓不变 |
 直觉外科ISRG |
| 1.96% | 2.46% | $193.9万 | 4,875股 | $224.7万 | 4,875股 | 00.00% | 持仓不变 |
 微软MSFT |
| 1.73% | 1.86% | $171.4万 | 4,595股 | $170.1万 | 4,595股 | 00.00% | 持仓不变 |
 AMERICAN TOWER COMAMT |
| 1.46% | 1.67% | $144.7万 | 8,845股 | $152.6万 | 8,845股 | 00.00% | 持仓不变 |
 ANALOG DEVICES COMADI |
| 1.38% | 1.2% | $136.2万 | 3,429股 | $109.1万 | 3,429股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.61% | 0.53% | $60.1万 | 1,700股 | $48.8万 | 1,700股 | 00.00% | 持仓不变 |
 波音BA |
| 0.6% | 0.6% | $59.5万 | 2,750股 | $54.7万 | 2,750股 | 00.00% | 持仓不变 |
 阿格尼科鹰矿AEM |
| 0.48% | 0.68% | $47.1万 | 3,035股 | $61.6万 | 3,035股 | 00.00% | 持仓不变 |
 财捷INTU |
| 0.43% | 0.83% | $42.9万 | 1,645股 | $75.5万 | 1,745股 | -100股-5.73% | 减仓 |
 谷歌AGOOGL |
| 0.36% | 0.32% | $35.7万 | 1,000股 | $28.8万 | 1,000股 | 00.00% | 持仓不变 |
| PPJT Partners, Inc. CL APJT |
| 0.3% | 0.3% | $29.2万 | 1,937股 | $27.1万 | 1,937股 | 00.00% | 持仓不变 |
