$12.54B13F报告持仓市值
205持仓明细
1包含的其他管理人
+1新增
41已增持
3减持
−2已清仓
最大新建仓位
| 证券 | 价值 | 权重 |
|---|---|---|
| BRO Brown & Brown, Inc. | $876,700 | 0.0% |
最大调仓
| 证券 | Δ股份 | 当前价值 | |
|---|---|---|---|
| META Meta Platforms, Inc. | ▼ Trim | -11.4% | $163.90M |
| WSO Watsco, Inc. | ▲ Add | +2.2% | $194.65M |
| AXP American Express Company | ▲ Add | +0.9% | $180.72M |
| MSFT Microsoft Corporation | ▲ Add | +0.7% | $259.07M |
| LPLA LPL Financial Holdings Inc. | ▲ Add | +1.2% | $200.00M |
| ODFL Old Dominion Freight Line… | ▲ Add | +17.5% | $66.11M |
| NVO Novo Nordisk A/S | ▲ Add | +21.2% | $146.01M |
| DEO Diageo plc | ▲ Add | +0.4% | $118.34M |
| MRSH Marsh & McLennan Companies… | ▲ Add | +0.9% | $141.32M |
| ADI Analog Devices, Inc. | ▼ Trim | -12.4% | $277.50M |
数据来源: 元数据来源于EDGAR表格索引；分析数据来源于已解析的信息表（本季度最新已接受版本）。非编辑评论，仅为计算字段。