 卡特彼勒CAT |
| 20.03% | 17.42% | $2,530.9万 | 2.4万股 | $2,146.6万 | 3.0万股 | -6,532股-21.56% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 16.03% | 13.44% | $2,025.0万 | 5.7万股 | $1,655.2万 | 5.8万股 | -390股-0.68% | 减仓 |
 CSX铁路CSX |
| 11.31% | 10.06% | $1,428.5万 | 30.1万股 | $1,239.1万 | 30.2万股 | -1,300股-0.43% | 减仓 |
 通用动力GD |
| 9.92% | 9.86% | $1,252.9万 | 3.5万股 | $1,214.6万 | 3.5万股 | -19股-0.05% | 减仓 |
 联合太平洋铁路UNP |
| 8.26% | 7.85% | $1,043.5万 | 3.8万股 | $967.0万 | 4.0万股 | -1,494股-3.75% | 减仓 |
 HERSHEY COMHSY |
| 7.74% | 9.85% | $977.3万 | 5.6万股 | $1,213.8万 | 5.8万股 | -2,688股-4.60% | 减仓 |
 迪士尼DIS |
| 6.91% | 6.65% | $873.1万 | 9.1万股 | $819.1万 | 8.5万股 | +5,724股+6.73% | 加仓 |
| CCHEMED NEWCHE |
| 6.86% | 6.4% | $867.0万 | 1.9万股 | $788.2万 | 2.1万股 | -2,249股-10.78% | 减仓 |
| WWD 40WDFC |
| 6.59% | 6.13% | $832.2万 | 3.4万股 | $754.7万 | 3.7万股 | -2,847股-7.69% | 减仓 |
 AIRBNB COM CL AABNB |
| 4.01% | 2.91% | $507.0万 | 3.5万股 | $359.0万 | 2.8万股 | +7,004股+24.64% | 加仓 |
 DIAGEO SPON ADR NEWDEO |
| 0.74% | 2.09% | $93.3万 | 1.2万股 | $257.6万 | 3.5万股 | -2.3万股-66.46% | 减仓 |
| IISHARES TR |
| 0.25% | — | $31.8万 | 5,216股 | $0 | 0股 | +5,216股 | 新买入 |
 ADOBE COMADBE |
| 0.25% | — | $31.0万 | 1,513股 | $0 | 0股 | +1,513股 | 新买入 |
 欧特克ADSK |
| 0.24% | — | $30.9万 | 1,591股 | $0 | 0股 | +1,591股 | 新买入 |
 财捷INTU |
| 0.24% | — | $30.6万 | 1,174股 | $0 | 0股 | +1,174股 | 新买入 |
 赛富时CRM |
| 0.24% | — | $30.2万 | 1,929股 | $0 | 0股 | +1,929股 | 新买入 |
| IiShares安硕信托 |
| 0.23% | 6.54% | $29.4万 | 7,359股 | $805.8万 | 7,387股 | -28股-0.38% | 减仓 |
| IiShares白银信托SLV |
| 0.13% | — | $16.1万 | 1,606股 | $0 | 0股 | +1,606股 | 新买入 |
| SSpaceXSPCX |
| 0.01% | — | $1.9万 | 110股 | $0 | 0股 | +110股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| <0.01% | <0.01% | $1,001 | 2股 | $958 | 2股 | 00.00% | 持仓不变 |
