 苹果AAPL |
| 9.6% | 10.36% | $5,511.8万 | 19.0万股 | $5,394.3万 | 21.3万股 | -2.2万股-10.38% | 减仓 |
 谷歌AGOOGL |
| 7.25% | 6.69% | $4,164.9万 | 11.7万股 | $3,484.6万 | 12.1万股 | -4,634股-3.82% | 减仓 |
 亚马逊AMZN |
| 6.6% | 6.53% | $3,790.6万 | 15.9万股 | $3,401.8万 | 16.3万股 | -4,294股-2.63% | 减仓 |
 ALLISON TRANSMISSION IALSN |
| 5.95% | 6.74% | $3,416.4万 | 30.3万股 | $3,511.4万 | 30.0万股 | +3,068股+1.02% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 4.73% | 6.91% | $2,718.4万 | 12.8万股 | $3,597.4万 | 18.7万股 | -6.0万股-31.84% | 减仓 |
 微软MSFT |
| 4.41% | 4.95% | $2,532.9万 | 6.8万股 | $2,575.1万 | 7.0万股 | -1,665股-2.39% | 减仓 |
 NATURAL RESOURCE PARTNERS L COMNRP |
| 4.4% | 5.46% | $2,526.7万 | 26.0万股 | $2,845.7万 | 23.5万股 | +2.5万股+10.76% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 4.36% | 4.56% | $2,501.2万 | 5.0万股 | $2,375.4万 | 5.0万股 | +415股+0.84% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.65% | 3.71% | $2,097.5万 | 2.8万股 | $1,933.8万 | 3.0万股 | -1,648股-5.54% | 减仓 |
| I景顺QQQ信托VOO |
| 3.62% | 0.64% | $2,080.6万 | 2.8万股 | $333.2万 | 5,773股 | +2.2万股+389.40% | 加仓 |
 VisaV |
| 3.33% | 3.21% | $1,914.8万 | 5.6万股 | $1,672.9万 | 5.5万股 | +458股+0.83% | 加仓 |
| IiShares安硕信托MTUM |
| 2.91% | — | $1,669.1万 | 4.9万股 | $0 | 0股 | +4.9万股 | 新买入 |
 阿斯麦ASML |
| 2.59% | 2.14% | $1,488.3万 | 7,481股 | $1,116.2万 | 8,451股 | -970股-11.48% | 减仓 |
 BOOKING COMBKNG |
| 2.54% | 1.74% | $1,456.6万 | 8.2万股 | $905.6万 | 2,151股 | +8.0万股+3,699.21% | 加仓 |
 Markel Group Inc.MKL |
| 2.36% | 2.51% | $1,355.3万 | 6,939股 | $1,308.0万 | 6,833股 | +106股+1.55% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 2.33% | 2.64% | $1,339.3万 | 14.5万股 | $1,375.8万 | 14.9万股 | -3,617股-2.43% | 减仓 |
 高盛GS |
| 2.28% | 2.38% | $1,308.3万 | 1.3万股 | $1,239.9万 | 1.5万股 | -1,720股-11.74% | 减仓 |
 PITNEY BOWESPBI |
| 2.23% | 1.58% | $1,283.2万 | 73.2万股 | $825.3万 | 74.7万股 | -1.4万股-1.93% | 减仓 |
 汽车地带AZO |
| 2.22% | 2.64% | $1,276.8万 | 3,995股 | $1,374.1万 | 4,068股 | -73股-1.79% | 减仓 |
 FICOFICO |
| 1.94% | 1.68% | $1,115.8万 | 9,339股 | $872.5万 | 8,173股 | +1,166股+14.27% | 加仓 |
 万事达MA |
| 1.91% | 2.04% | $1,097.9万 | 2.1万股 | $1,061.3万 | 2.1万股 | +136股+0.64% | 加仓 |
 空气化工APD |
| 1.71% | 1.8% | $982.5万 | 3.4万股 | $937.4万 | 3.2万股 | +1,241股+3.85% | 加仓 |
| FFUNDSTRAT GRANNYGRNY |
| 1.69% | — | $972.9万 | 35.2万股 | $0 | 0股 | +35.2万股 | 新买入 |
 Meta平台META |
| 1.47% | 1.67% | $842.9万 | 1.5万股 | $867.9万 | 1.5万股 | -207股-1.36% | 减仓 |
| NNRG ENERGYNRG |
| 1.35% | 1.19% | $773.1万 | 5.3万股 | $619.6万 | 4.2万股 | +1.1万股+24.85% | 加仓 |
 英伟达NVDA |
| 0.84% | 0.79% | $481.7万 | 2.4万股 | $409.1万 | 2.3万股 | +618股+2.63% | 加仓 |
 芝加哥期权交易所CBOE |
| 0.8% | 1.05% | $458.6万 | 1.9万股 | $545.9万 | 1.9万股 | -523股-2.69% | 减仓 |
 强生JNJ |
| 0.69% | — | $394.5万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.58% | 0.52% | $331.0万 | 9,367股 | $273.0万 | 9,517股 | -150股-1.58% | 减仓 |
| V先锋领航指数基金VOO |
| 0.48% | 0.16% | $276.2万 | 4,022股 | $83.0万 | 1,389股 | +2,633股+189.56% | 加仓 |
 芝加哥商品交易所CME |
| 0.48% | 0.71% | $275.7万 | 1.2万股 | $368.7万 | 1.2万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.45% | 0.21% | $256.4万 | 2.3万股 | $108.3万 | 8,717股 | +1.4万股+159.73% | 加仓 |
 联合健康UNH |
| 0.43% | 0.19% | $245.3万 | 5,902股 | $96.8万 | 3,577股 | +2,325股+65.00% | 加仓 |
 摩根大通JPM |
| 0.4% | 0.68% | $232.5万 | 7,104股 | $354.6万 | 1.2万股 | -4,951股-41.07% | 减仓 |
 家得宝HD |
| 0.36% | 0.08% | $205.1万 | 5,815股 | $41.9万 | 1,274股 | +4,541股+356.44% | 加仓 |
| A美国世纪ETF信托AVUS |
| 0.34% | — | $193.6万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 WASTE MGMT DELWM |
| 0.34% | 0.16% | $193.3万 | 8,675股 | $84.4万 | 3,675股 | +5,000股+136.05% | 加仓 |
| G通用动力VTI |
| 0.32% | 0.31% | $186.6万 | 5,043股 | $162.2万 | 5,056股 | -13股-0.26% | 减仓 |
 博通AVGO |
| 0.26% | 0.25% | $148.2万 | 3,923股 | $132.7万 | 4,288股 | -365股-8.51% | 减仓 |
 SIMON PPTY NEW COMSPG |
| 0.24% | 0.22% | $138.9万 | 6,210股 | $115.8万 | 6,210股 | 00.00% | 持仓不变 |
| TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF |
| 0.22% | — | $124.0万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| C花旗集团C |
| 0.21% | 1.59% | $121.8万 | 8,701股 | $829.5万 | 7.3万股 | -6.4万股-88.10% | 减仓 |
| S嘉信策略信托SCHD |
| 0.21% | — | $121.3万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
 麦当劳MCD |
| 0.21% | 2.17% | $119.2万 | 4,411股 | $1,132.4万 | 3.6万股 | -3.2万股-87.89% | 减仓 |
 SOFI TECHNOLOGIES COMSOFI |
| 0.21% | 0.2% | $117.7万 | 6.6万股 | $104.3万 | 6.6万股 | 00.00% | 持仓不变 |
 Elevance健康ELV |
| 0.19% | 0.06% | $107.7万 | 2,786股 | $28.9万 | 987股 | +1,799股+182.27% | 加仓 |
 雷神技术RTX |
| 0.19% | 0.22% | $107.4万 | 5,663股 | $113.8万 | 5,902股 | -239股-4.05% | 减仓 |
 MERCADOLIBRE COMMELI |
| 0.19% | 0.2% | $106.6万 | 628股 | $103.7万 | 600股 | +28股+4.67% | 加仓 |
| GGE医疗GEHC |
| 0.18% | — | $102.4万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 PAYPAL COMPYPL |
| 0.17% | — | $99.3万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
