 亚马逊AMZN |
| 21.77% | 3.21% | $7.93亿 | 333.4万股 | $1.07亿 | 46.9万股 | +286.5万股+610.26% | 加仓 |
 微软MSFT |
| 4.02% | 6.45% | $1.47亿 | 39.7万股 | $2.16亿 | 45.0万股 | -5.3万股-11.69% | 减仓 |
 英伟达NVDA |
| 3.15% | 3.22% | $1.15亿 | 57.3万股 | $1.08亿 | 58.4万股 | -1.1万股-1.80% | 减仓 |
 谷歌AGOOGL |
| 3.1% | 5.4% | $1.13亿 | 31.8万股 | $1.80亿 | 58.4万股 | -26.5万股-45.46% | 减仓 |
 台积电TSM |
| 3.07% | 2.22% | $1.12亿 | 24.6万股 | $7,425.9万 | 25.2万股 | -6,200股-2.46% | 减仓 |
 VisaV |
| 2.6% | 2.44% | $9,471.5万 | 27.7万股 | $8,141.4万 | 23.4万股 | +4.3万股+18.23% | 加仓 |
 苹果AAPL |
| 2.6% | 2.75% | $9,468.7万 | 33.5万股 | $9,180.6万 | 34.2万股 | -6,399股-1.87% | 减仓 |
 加拿大国家铁路CNI |
| 2.24% | 2.46% | $8,158.3万 | 68.4万股 | $8,229.9万 | 84.5万股 | -16.1万股-19.08% | 减仓 |
 万事达MA |
| 1.95% | 2.3% | $7,093.6万 | 13.9万股 | $7,674.3万 | 13.5万股 | +3,747股+2.77% | 加仓 |
 联合太平洋铁路UNP |
| 1.94% | 2.58% | $7,053.9万 | 25.8万股 | $8,615.2万 | 37.6万股 | -11.8万股-31.32% | 减仓 |
 阿斯利康AZN |
| 1.87% | 2.07% | $6,827.4万 | 37.1万股 | $6,899.2万 | 37.3万股 | -1,911股-0.51% | 减仓 |
 Meta平台META |
| 1.54% | 1.68% | $5,609.0万 | 10.0万股 | $5,625.1万 | 8.6万股 | +1.4万股+15.89% | 加仓 |
 应用材料AMAT |
| 1.38% | 0.57% | $5,045.4万 | 7.3万股 | $1,920.2万 | 8.7万股 | -1.4万股-16.41% | 减仓 |
 高露洁CL |
| 1.36% | 1.79% | $4,947.2万 | 53.4万股 | $5,979.3万 | 76.4万股 | -23.0万股-30.09% | 减仓 |
 惠顿贵金属WPM |
| 1.25% | 1.36% | $4,559.6万 | 40.6万股 | $4,548.3万 | 39.4万股 | +1.3万股+3.20% | 加仓 |
 科磊KLAC |
| 1.24% | 0.61% | $4,519.4万 | 16.2万股 | $2,028.5万 | 1.7万股 | +14.5万股+876.95% | 加仓 |
 ALAMOS GOLD INC NEW FCLASS AAGI |
| 1.17% | 0.79% | $4,279.8万 | 141.0万股 | $2,629.6万 | 69.0万股 | +72.0万股+104.35% | 加仓 |
 FRANCO NEVFNV |
| 1.15% | 1.57% | $4,201.2万 | 20.2万股 | $5,261.2万 | 25.7万股 | -5.6万股-21.55% | 减仓 |
 瑞思迈RMD |
| 1.13% | 1.54% | $4,133.7万 | 20.8万股 | $5,153.3万 | 21.5万股 | -7,674股-3.56% | 减仓 |
 VERISK ANALYTICS COMVRSK |
| 1.13% | 1.38% | $4,131.4万 | 23.0万股 | $4,617.7万 | 20.9万股 | +2.1万股+9.93% | 加仓 |
 泛林集团LRCX |
| 1.1% | 0.33% | $3,993.1万 | 9.7万股 | $1,094.2万 | 6.4万股 | +3.3万股+51.56% | 加仓 |
 TJXTJX |
| 1.08% | 1.16% | $3,940.6万 | 26.0万股 | $3,891.3万 | 25.5万股 | +5,275股+2.07% | 加仓 |
 礼来LLY |
| 0.97% | 0.56% | $3,540.6万 | 2.9万股 | $1,859.6万 | 1.8万股 | +1.1万股+64.23% | 加仓 |
 阿格尼科鹰矿AEM |
| 0.97% | 1.51% | $3,535.6万 | 22.8万股 | $5,060.5万 | 30.3万股 | -7.5万股-24.79% | 减仓 |
| RROLLINS COMROL |
| 0.97% | 1.04% | $3,532.3万 | 83.4万股 | $3,471.6万 | 58.4万股 | +25.0万股+42.84% | 加仓 |
 强生JNJ |
| 0.97% | 0.67% | $3,518.0万 | 13.6万股 | $2,231.1万 | 11.0万股 | +2.6万股+23.92% | 加仓 |
 安桥ENB |
| 0.93% | 0.88% | $3,387.6万 | 62.5万股 | $2,941.9万 | 62.5万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.89% | 0.73% | $3,256.7万 | 8.7万股 | $2,431.3万 | 7.1万股 | +1.7万股+23.45% | 加仓 |
 百事可乐PEP |
| 0.79% | 1.4% | $2,872.2万 | 20.7万股 | $4,667.6万 | 32.9万股 | -12.3万股-37.22% | 减仓 |
 Arista网络ANET |
| 0.76% | 0.64% | $2,763.3万 | 16.8万股 | $2,142.9万 | 16.4万股 | +3,545股+2.16% | 加仓 |
 标普全球SPGI |
| 0.72% | 0.83% | $2,629.9万 | 6.4万股 | $2,775.7万 | 5.3万股 | +1.1万股+20.09% | 加仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.68% | 0.92% | $2,462.1万 | 40.8万股 | $3,078.4万 | 57.1万股 | -16.2万股-28.45% | 减仓 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 0.67% | 0.4% | $2,433.4万 | 5.8万股 | $1,322.7万 | 4.6万股 | +1.2万股+25.93% | 加仓 |
 沃特世WAT |
| 0.61% | 1.14% | $2,236.2万 | 6.0万股 | $3,810.7万 | 10.1万股 | -4.0万股-40.08% | 减仓 |
| T赛默飞世尔TMO |
| 0.6% | 1.13% | $2,172.9万 | 4.3万股 | $3,769.2万 | 6.6万股 | -2.3万股-34.77% | 减仓 |
 IDEXX LABS COMIDXX |
| 0.57% | 1.12% | $2,091.0万 | 3.9万股 | $3,741.9万 | 5.6万股 | -1.7万股-30.19% | 减仓 |
| SSITEONE LANDSCAPE SUPPLYSITE |
| 0.57% | 0.81% | $2,075.4万 | 18.1万股 | $2,702.2万 | 21.7万股 | -3.6万股-16.79% | 减仓 |
 ROYAL GOLD COMRGLD |
| 0.56% | 0.66% | $2,035.9万 | 10.1万股 | $2,213.8万 | 10.0万股 | +500股+0.50% | 加仓 |
 卡特彼勒CAT |
| 0.5% | 0.87% | $1,839.9万 | 1.8万股 | $2,891.3万 | 5.1万股 | -3.3万股-65.08% | 减仓 |
 ADOBE COMADBE |
| 0.49% | 1.84% | $1,802.9万 | 8.7万股 | $6,143.9万 | 17.7万股 | -9.0万股-50.82% | 减仓 |
 埃森哲ACN |
| 0.48% | 1.64% | $1,757.6万 | 14.1万股 | $5,474.2万 | 20.6万股 | -6.6万股-31.78% | 减仓 |
| OORLA MNG NEWORLA |
| 0.45% | 0.84% | $1,644.1万 | 167.9万股 | $2,814.0万 | 213.0万股 | -45.1万股-21.17% | 减仓 |
 宝洁PG |
| 0.45% | 0.56% | $1,638.4万 | 11.0万股 | $1,856.3万 | 13.1万股 | -2.1万股-15.90% | 减仓 |
 金佰利KMB |
| 0.43% | 1.16% | $1,580.7万 | 14.4万股 | $3,889.1万 | 38.9万股 | -24.6万股-63.14% | 减仓 |
 林德LIN |
| 0.42% | 0.29% | $1,531.6万 | 3.0万股 | $956.6万 | 2.3万股 | +7,200股+31.72% | 加仓 |
 百时美施贵宝BMY |
| 0.4% | 0.39% | $1,449.4万 | 24.7万股 | $1,317.5万 | 24.7万股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 0.39% | 0.3% | $1,411.7万 | 19.1万股 | $996.5万 | 10.8万股 | +8.3万股+76.85% | 加仓 |
 Jack Henry & Associates, IncJKHY |
| 0.38% | 0.54% | $1,384.0万 | 10.1万股 | $1,804.9万 | 9.9万股 | +1,600股+1.61% | 加仓 |
 NORDSONNDSN |
| 0.37% | 0.46% | $1,341.3万 | 4.4万股 | $1,549.7万 | 6.5万股 | -2.0万股-31.42% | 减仓 |
 EquifaxEFX |
| 0.37% | 0.54% | $1,338.6万 | 8.4万股 | $1,792.8万 | 8.3万股 | +1,660股+2.01% | 加仓 |
