 伯克希尔哈撒韦BRK.A |
| 29.74% | 30.68% | $7.70亿 | 1,028股 | $7.38亿 | 1,028股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 13% | 12.57% | $3.36亿 | 102.8万股 | $3.02亿 | 102.8万股 | 00.00% | 持仓不变 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 5.18% | 5.74% | $1.34亿 | 365.0万股 | $1.38亿 | 365.0万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 4.85% | 5% | $1.26亿 | 25.1万股 | $1.20亿 | 25.1万股 | 00.00% | 持仓不变 |
 思科CSCO |
| 4.54% | 4% | $1.17亿 | 100.0万股 | $9,621.2万 | 124.0万股 | -24.0万股-19.35% | 减仓 |
 卡特彼勒CAT |
| 4.11% | 2.94% | $1.06亿 | 10.0万股 | $7,084.6万 | 10.0万股 | 00.00% | 持仓不变 |
| EEVERCOREEVR |
| 3.96% | 3.72% | $1.02亿 | 30.0万股 | $8,955.3万 | 30.0万股 | 00.00% | 持仓不变 |
 COHEN AND STEERS INFRASTUTF |
| 2.93% | 2.96% | $7,587.2万 | 275.0万股 | $7,117.0万 | 275.0万股 | 00.00% | 持仓不变 |
| EEBAY COMEBAY |
| 2.81% | 2.46% | $7,263.8万 | 65.0万股 | $5,916.3万 | 65.0万股 | 00.00% | 持仓不变 |
 TRAVELERS COSTRV |
| 2.81% | 2.67% | $7,262.6万 | 22.0万股 | $6,417.0万 | 22.0万股 | 00.00% | 持仓不变 |
 嘉信理财SCHW |
| 2.67% | 2.93% | $6,920.3万 | 75.0万股 | $7,048.5万 | 75.0万股 | 00.00% | 持仓不变 |
 YUM BRANDS COMYUM |
| 2.62% | 2.75% | $6,794.1万 | 42.5万股 | $6,607.9万 | 42.5万股 | 00.00% | 持仓不变 |
 史丹利百得SWK |
| 1.93% | 1.57% | $4,988.4万 | 53.0万股 | $3,766.2万 | 53.0万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 1.58% | 1.69% | $4,103.2万 | 11.0万股 | $4,071.9万 | 11.0万股 | 00.00% | 持仓不变 |
 INSTALLED BLDG PRODSIBP |
| 1.46% | 1.82% | $3,792.4万 | 16.5万股 | $4,375.0万 | 16.5万股 | 00.00% | 持仓不变 |
| QQXOQXO |
| 1.37% | 1.21% | $3,542.4万 | 205.0万股 | $2,913.0万 | 150.0万股 | +55.0万股+36.67% | 加仓 |
 MAPLEBEAR COMCART |
| 1.28% | 1.09% | $3,314.5万 | 70.0万股 | $2,622.2万 | 70.0万股 | 00.00% | 持仓不变 |
 PAYPAL COMPYPL |
| 0.92% | 1.02% | $2,379.5万 | 55.1万股 | $2,446.9万 | 54.1万股 | +1.0万股+1.86% | 加仓 |
 GFL ENVIRONMENTALGFL |
| 0.78% | 0.95% | $2,023.5万 | 55.0万股 | $2,294.6万 | 55.0万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.7% | 1.39% | $1,812.2万 | 16.0万股 | $3,355.6万 | 27.0万股 | -11.0万股-40.74% | 减仓 |
 DraftKingsDKNG |
| 0.59% | 0.54% | $1,515.6万 | 60.0万股 | $1,297.2万 | 60.0万股 | 00.00% | 持仓不变 |
 FIRST WATCH RESTAURANTFWRG |
| 0.45% | 0.39% | $1,160.1万 | 90.0万股 | $943.2万 | 90.0万股 | 00.00% | 持仓不变 |
 LAMAR ADVERTISINGLAMR |
| 0.22% | 0.2% | $579.7万 | 3.7万股 | $470.8万 | 3.7万股 | 00.00% | 持仓不变 |
 HUMANA COMHUM |
| 0.2% | 0.07% | $529.2万 | 1.3万股 | $175.3万 | 1.0万股 | +3,212股+31.77% | 加仓 |
| SSTERLING INFRASTRUCTURESTRL |
| 0.18% | — | $476.1万 | 5,672股 | $0 | 0股 | +5,672股 | 新买入 |
 CENTENE DEL COMCNC |
| 0.18% | — | $453.1万 | 7.1万股 | $0 | 0股 | +7.1万股 | 新买入 |
 COMMVAULT SYSCVLT |
| 0.16% | — | $420.4万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| QQualysQLYS |
| 0.14% | 0.08% | $361.5万 | 2.6万股 | $186.6万 | 2.1万股 | +5,051股+23.78% | 加仓 |
 联合健康UNH |
| 0.14% | 0.06% | $354.8万 | 8,536股 | $138.1万 | 5,105股 | +3,431股+67.21% | 加仓 |
 REALTY INCOME COMO |
| 0.14% | — | $353.2万 | 5.7万股 | $0 | 0股 | +5.7万股 | 新买入 |
| IINSPERITYNSP |
| 0.14% | 0.03% | $352.9万 | 8.5万股 | $81.0万 | 3.0万股 | +5.5万股+185.10% | 加仓 |
 CREDIT ACCEP MICHCACC |
| 0.13% | 0.09% | $347.3万 | 5,455股 | $219.4万 | 5,180股 | +275股+5.31% | 加仓 |
 FRONTDOORFTDR |
| 0.13% | 0.15% | $339.4万 | 4.4万股 | $368.1万 | 7.0万股 | -2.6万股-37.18% | 减仓 |
 OWENS CORNING NEW COMOC |
| 0.13% | 0.08% | $339.3万 | 2.1万股 | $202.7万 | 1.9万股 | +2,615股+13.96% | 加仓 |
 AMNEAL PHARMACEUTICALSAMRX |
| 0.12% | — | $321.7万 | 18.6万股 | $0 | 0股 | +18.6万股 | 新买入 |
 OMEGA HEALTHCARE INVSOHI |
| 0.12% | — | $317.1万 | 6.7万股 | $0 | 0股 | +6.7万股 | 新买入 |
 ARCOSAACA |
| 0.12% | 0.15% | $316.2万 | 2.2万股 | $368.2万 | 3.5万股 | -1.3万股-37.26% | 减仓 |
 Watts水技术WTS |
| 0.12% | 0.16% | $311.5万 | 7,958股 | $380.8万 | 1.3万股 | -5,160股-39.34% | 减仓 |
| NNUTANIXNTNX |
| 0.12% | 0.06% | $309.7万 | 6.1万股 | $145.6万 | 3.8万股 | +2.2万股+58.60% | 加仓 |
 HealthpeakDOC |
| 0.12% | 0.08% | $308.3万 | 14.4万股 | $188.6万 | 11.5万股 | +2.9万股+25.53% | 加仓 |
 GEN DIGITALGEN |
| 0.12% | 0.08% | $305.3万 | 12.3万股 | $189.8万 | 10.1万股 | +2.2万股+21.70% | 加仓 |
 Elevance健康ELV |
| 0.12% | 0.07% | $305.2万 | 7,891股 | $180.0万 | 6,150股 | +1,741股+28.31% | 加仓 |
| GGRANITE CONSTRSPHB |
| 0.12% | — | $304.6万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 APPLIED INDL TECHNOLOGIES INAIT |
| 0.11% | 0.13% | $294.4万 | 8,707股 | $315.0万 | 1.2万股 | -3,164股-26.65% | 减仓 |
 BORGWARNERBWA |
| 0.11% | — | $283.0万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
| DDropboxDBX |
| 0.11% | 0.09% | $279.3万 | 10.2万股 | $227.6万 | 10.0万股 | +1,513股+1.51% | 加仓 |
 福特F |
| 0.11% | — | $278.3万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
 EAGLE MATLSEXP |
| 0.11% | 0.09% | $274.3万 | 1.2万股 | $228.4万 | 1.2万股 | +139股+1.15% | 加仓 |
 KONTOOR BRANDSKTB |
| 0.11% | — | $274.0万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
 GENTEXGNTX |
| 0.1% | — | $267.2万 | 10.6万股 | $0 | 0股 | +10.6万股 | 新买入 |
