| AAlphabet Inc Class CGOOG |
| 10.75% | 10.13% | $1,573.0万 | 4.5万股 | $1,315.0万 | 4.6万股 | -1,320股-2.88% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 10.32% | 11.16% | $1,510.0万 | 3.0万股 | $1,448.1万 | 3.0万股 | -42股-0.14% | 减仓 |
 台积电TSM |
| 6.55% | 5.32% | $958.1万 | 2.0万股 | $690.0万 | 2.0万股 | -355股-1.74% | 减仓 |
 谷歌AGOOGL |
| 5.65% | 5.66% | $827.1万 | 2.3万股 | $734.0万 | 2.6万股 | -2,380股-9.32% | 减仓 |
| V先锋领航指数基金VTV |
| 4.29% | 3.94% | $627.9万 | 2.9万股 | $511.3万 | 2.6万股 | +2,750股+10.55% | 加仓 |
 GE航空GE |
| 4.12% | 3.53% | $603.1万 | 1.6万股 | $457.9万 | 1.6万股 | 00.00% | 持仓不变 |
| SST JOE COMPANYJOE |
| 3.9% | 4.48% | $570.5万 | 9.1万股 | $580.8万 | 9.2万股 | -1,400股-1.51% | 减仓 |
 Meta平台META |
| 3.37% | 3.87% | $493.6万 | 8,762股 | $502.0万 | 8,774股 | -12股-0.14% | 减仓 |
 嘉信理财SCHW |
| 3.3% | 3.79% | $482.4万 | 5.2万股 | $492.2万 | 5.2万股 | -90股-0.17% | 减仓 |
 应用材料AMAT |
| 2.41% | 1.29% | $352.6万 | 4,877股 | $166.9万 | 4,882股 | -5股-0.10% | 减仓 |
| B纽约梅隆银行BK |
| 2.38% | 2.31% | $348.1万 | 2.4万股 | $300.3万 | 2.5万股 | -1,240股-4.90% | 减仓 |
| IiShares安硕·COREIJR |
| 2.35% | 2.04% | $344.3万 | 2.3万股 | $265.1万 | 2.1万股 | +1,890股+8.86% | 加仓 |
| V先锋领航指数基金VB |
| 2.23% | 2.14% | $326.9万 | 1.1万股 | $277.2万 | 1.1万股 | +200股+1.89% | 加仓 |
 微软MSFT |
| 2.13% | 2.38% | $311.4万 | 8,347股 | $309.0万 | 8,347股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 2.07% | 2.09% | $303.6万 | 8,975股 | $271.5万 | 8,975股 | 00.00% | 持仓不变 |
| KKINSALE CAPKNSL |
| 2.06% | 1.92% | $301.1万 | 9,131股 | $249.1万 | 7,291股 | +1,840股+25.24% | 加仓 |
| PPAYCOM SOFTWAREPAYC |
| 1.83% | 1.94% | $267.8万 | 2.1万股 | $251.8万 | 2.1万股 | +590股+2.85% | 加仓 |
 LENNARLEN |
| 1.64% | 1.57% | $239.9万 | 2.7万股 | $203.7万 | 2.5万股 | +2,060股+8.32% | 加仓 |
| SSPDR行业精选信托XLE |
| 1.6% | 1.96% | $234.2万 | 4.4万股 | $254.1万 | 4.1万股 | +2,620股+6.32% | 加仓 |
 西方石油OXY |
| 1.4% | 2.12% | $204.9万 | 4.2万股 | $275.2万 | 4.2万股 | -150股-0.35% | 减仓 |
 AIRBNB COM CL AABNB |
| 1.13% | 1.11% | $164.9万 | 1.2万股 | $144.7万 | 1.1万股 | +70股+0.61% | 加仓 |
 JEFFERIES FINANCIAL INJEF |
| 1.09% | 1.01% | $158.8万 | 3.2万股 | $131.2万 | 3.2万股 | 00.00% | 持仓不变 |
 阿斯麦ASML |
| 1.03% | 1.1% | $151.0万 | 759股 | $142.1万 | 1,076股 | -317股-29.46% | 减仓 |
 ShopifySHOP |
| 0.98% | 1.1% | $143.2万 | 1.3万股 | $142.6万 | 1.2万股 | +525股+4.37% | 加仓 |
 JacobsJ |
| 0.93% | 1.07% | $135.9万 | 1.1万股 | $138.5万 | 1.1万股 | -100股-0.92% | 减仓 |
 ICICI BANK LIMITEDIBN |
| 0.87% | 0.78% | $127.4万 | 4.5万股 | $100.9万 | 4.2万股 | +2,200股+5.20% | 加仓 |
 默沙东MRK |
| 0.86% | 0.92% | $125.5万 | 9,767股 | $119.1万 | 9,897股 | -130股-1.31% | 减仓 |
| CCAPITAL NEW GEOGRAPHYCGNG |
| 0.85% | 0.77% | $123.8万 | 3.3万股 | $99.3万 | 3.1万股 | +1,605股+5.10% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.85% | 0.86% | $123.7万 | 1.4万股 | $111.6万 | 1.4万股 | 00.00% | 持仓不变 |
 iShares安硕·MBSACGL |
| 0.82% | 0.92% | $120.5万 | 1.2万股 | $118.8万 | 1.2万股 | +40股+0.32% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.77% | 0.85% | $112.0万 | 1.4万股 | $110.2万 | 1.4万股 | -300股-2.17% | 减仓 |
 BOOKING COMBKNG |
| 0.74% | 0.79% | $108.5万 | 6,090股 | $102.7万 | 244股 | +5,846股+2,395.90% | 加仓 |
 UBIQUITIUI |
| 0.65% | 1.3% | $94.6万 | 1,771股 | $169.0万 | 2,139股 | -368股-17.20% | 减仓 |
 GE VernovaGEV |
| 0.64% | 0.62% | $93.4万 | 795股 | $80.8万 | 926股 | -131股-14.15% | 减仓 |
| GGE医疗GEHC |
| 0.63% | 0.6% | $92.3万 | 1.4万股 | $77.4万 | 1.1万股 | +3,550股+32.64% | 加仓 |
| WWATSCOWSO |
| 0.62% | 0.5% | $91.2万 | 2,189股 | $65.1万 | 1,789股 | +400股+22.36% | 加仓 |
 COPART COMCPRT |
| 0.61% | 0.56% | $88.5万 | 3.1万股 | $73.3万 | 2.2万股 | +9,340股+42.32% | 加仓 |
| G通用动力VTI |
| 0.54% | 0.54% | $79.4万 | 2,147股 | $70.5万 | 2,197股 | -50股-2.28% | 减仓 |
 CrowdStrikeCRWD |
| 0.52% | 0.3% | $76.7万 | 1,005股 | $39.2万 | 1,005股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 0.51% | 0.55% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.5% | 0.5% | $73.8万 | 3,690股 | $64.4万 | 3,690股 | 00.00% | 持仓不变 |
| C花旗集团C |
| 0.5% | 0.46% | $73.3万 | 5,235股 | $59.6万 | 5,255股 | -20股-0.38% | 减仓 |
 Markel Group Inc.MKL |
| 0.5% | 0.56% | $72.8万 | 373股 | $73.3万 | 383股 | -10股-2.61% | 减仓 |
| BBANK OF AMERBAC |
| 0.47% | 0.46% | $69.3万 | 1.2万股 | $59.9万 | 1.2万股 | -120股-0.98% | 减仓 |
 波音BA |
| 0.46% | 0.47% | $66.8万 | 3,086股 | $61.4万 | 3,086股 | 00.00% | 持仓不变 |
| FFIGSFIGS |
| 0.43% | 0.72% | $63.5万 | 6.2万股 | $93.1万 | 6.3万股 | -1,000股-1.59% | 减仓 |
 摩根大通JPM |
| 0.43% | 0.46% | $63.2万 | 1,932股 | $59.8万 | 2,032股 | -100股-4.92% | 减仓 |
 亚马逊AMZN |
| 0.4% | 0.39% | $58.1万 | 2,437股 | $50.8万 | 2,437股 | 00.00% | 持仓不变 |
 莫德纳MRNA |
| 0.39% | 0.35% | $57.7万 | 8,244股 | $45.3万 | 8,914股 | -670股-7.52% | 减仓 |
 Targa资源TRGP |
| 0.39% | 0.41% | $57.5万 | 2,146股 | $53.8万 | 2,146股 | 00.00% | 持仓不变 |
