 安费诺APH |
| 5.24% | 4.13% | $8,694.1万 | 49.3万股 | $6,829.3万 | 54.1万股 | -4.7万股-8.77% | 减仓 |
 默沙东MRK |
| 4.39% | 4.29% | $7,287.2万 | 56.7万股 | $7,094.3万 | 59.0万股 | -2.3万股-3.84% | 减仓 |
 谷歌AGOOGL |
| 3.84% | 3.55% | $6,368.4万 | 17.8万股 | $5,879.7万 | 20.4万股 | -2.6万股-12.85% | 减仓 |
 微软MSFT |
| 3.75% | 3.82% | $6,212.3万 | 16.7万股 | $6,330.0万 | 17.1万股 | -4,462股-2.61% | 减仓 |
 强生JNJ |
| 3.62% | 3.6% | $6,011.9万 | 23.7万股 | $5,958.6万 | 24.4万股 | -7,047股-2.89% | 减仓 |
| FFASTENAL COMFAST |
| 3.54% | 3.59% | $5,877.4万 | 122.4万股 | $5,937.8万 | 128.0万股 | -5.6万股-4.38% | 减仓 |
 VisaV |
| 3.52% | 3.29% | $5,842.9万 | 17.0万股 | $5,445.7万 | 17.4万股 | -3,256股-1.88% | 减仓 |
 英伟达NVDA |
| 3.49% | 3.3% | $5,790.6万 | 28.9万股 | $5,455.8万 | 31.3万股 | -2.3万股-7.49% | 减仓 |
 林德LIN |
| 3.42% | 3.44% | $5,670.7万 | 10.9万股 | $5,699.2万 | 11.5万股 | -5,684股-4.94% | 减仓 |
 宣伟SHW |
| 3.39% | 3.21% | $5,626.4万 | 16.3万股 | $5,311.4万 | 16.6万股 | -2,290股-1.38% | 减仓 |
 ILLINOIS TOOLITW |
| 3.27% | 3.23% | $5,423.7万 | 20.1万股 | $5,351.1万 | 20.6万股 | -5,052股-2.46% | 减仓 |
 CHURCH & DWIGHTCHD |
| 3.24% | 3.22% | $5,372.1万 | 55.5万股 | $5,323.8万 | 57.0万股 | -1.6万股-2.80% | 减仓 |
 沃尔玛WMT |
| 3.19% | 3.69% | $5,283.7万 | 46.7万股 | $6,116.9万 | 49.2万股 | -2.6万股-5.22% | 减仓 |
| T赛默飞世尔TMO |
| 3.17% | 3.14% | $5,263.6万 | 10.5万股 | $5,192.1万 | 10.6万股 | -645股-0.61% | 减仓 |
 摩托罗拉解决方案MSI |
| 3.15% | 3.36% | $5,224.4万 | 12.6万股 | $5,567.5万 | 12.8万股 | -2,491股-1.94% | 减仓 |
 史赛克SYK |
| 3.05% | 3.08% | $5,052.5万 | 16.0万股 | $5,099.0万 | 15.5万股 | +5,301股+3.42% | 加仓 |
 标普全球SPGI |
| 2.99% | 3.27% | $4,963.2万 | 12.2万股 | $5,414.2万 | 12.7万股 | -5,423股-4.26% | 减仓 |
| Q高通QCOM |
| 2.99% | 2.76% | $4,958.3万 | 26.8万股 | $4,564.1万 | 35.4万股 | -8.6万股-24.29% | 减仓 |
 ADPADP |
| 2.94% | 2.68% | $4,878.3万 | 21.8万股 | $4,433.3万 | 21.8万股 | -366股-0.17% | 减仓 |
 Roper科技ROP |
| 2.9% | 2.93% | $4,807.8万 | 14.2万股 | $4,852.8万 | 13.7万股 | +4,940股+3.60% | 加仓 |
 CINTAS COMCTAS |
| 2.8% | — | $4,651.9万 | 27.4万股 | $0 | 0股 | +27.4万股 | 新买入 |
 CHECK POINT SOFTWARE TECH ORDCHKP |
| 2.76% | 2.66% | $4,571.0万 | 34.8万股 | $4,396.7万 | 30.8万股 | +4.0万股+13.00% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 2.62% | 3.63% | $4,344.9万 | 35.3万股 | $6,017.6万 | 38.3万股 | -3.0万股-7.76% | 减仓 |
 埃森哲ACN |
| 2.24% | 2.74% | $3,716.7万 | 29.9万股 | $4,530.2万 | 22.8万股 | +7.0万股+30.73% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 2.21% | 2.69% | $3,668.5万 | 86.0万股 | $4,460.7万 | 71.1万股 | +14.9万股+20.91% | 加仓 |
 PALO ALTOPANW |
| 1.51% | 0.72% | $2,507.0万 | 7.4万股 | $1,193.1万 | 7.4万股 | -903股-1.21% | 减仓 |
 卡特彼勒CAT |
| 1.08% | 0.82% | $1,798.2万 | 1.7万股 | $1,355.1万 | 1.9万股 | -2,241股-11.72% | 减仓 |
 万豪MAR |
| 0.99% | 0.93% | $1,642.6万 | 4.4万股 | $1,539.3万 | 4.7万股 | -2,738股-5.82% | 减仓 |
 GE VernovaGEV |
| 0.98% | 0.72% | $1,628.0万 | 1.4万股 | $1,190.3万 | 1.4万股 | +221股+1.62% | 加仓 |
 苹果AAPL |
| 0.98% | 0.85% | $1,617.5万 | 5.6万股 | $1,412.2万 | 5.6万股 | +255股+0.46% | 加仓 |
 礼来LLY |
| 0.94% | 0.71% | $1,552.6万 | 1.3万股 | $1,171.3万 | 1.3万股 | +209股+1.64% | 加仓 |
 亚马逊AMZN |
| 0.78% | 0.68% | $1,294.3万 | 5.4万股 | $1,126.2万 | 5.4万股 | +231股+0.43% | 加仓 |
 雷神技术RTX |
| 0.77% | 0.82% | $1,283.4万 | 6.8万股 | $1,357.6万 | 7.0万股 | -2,735股-3.89% | 减仓 |
 迪尔DE |
| 0.76% | 0.67% | $1,265.9万 | 2.0万股 | $1,107.0万 | 2.0万股 | +305股+1.55% | 加仓 |
 达美航空DAL |
| 0.74% | 0.52% | $1,221.4万 | 13.0万股 | $855.4万 | 12.9万股 | +1,740股+1.35% | 加仓 |
 波音BA |
| 0.72% | 0.65% | $1,198.9万 | 5.5万股 | $1,072.8万 | 5.4万股 | +1,484股+2.75% | 加仓 |
 万事达MA |
| 0.71% | 0.69% | $1,185.2万 | 2.3万股 | $1,137.8万 | 2.3万股 | +304股+1.33% | 加仓 |
 ROYAL CARIBBEANRCL |
| 0.68% | 0.59% | $1,132.9万 | 3.6万股 | $969.6万 | 3.5万股 | +443股+1.26% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.5% | 0.48% | $823.7万 | 11股 | $790.0万 | 11股 | 00.00% | 持仓不变 |
 ServiceNowNOW |
| 0.5% | 0.54% | $823.0万 | 8.3万股 | $900.4万 | 8.6万股 | -3,225股-3.74% | 减仓 |
 星巴克SBUX |
| 0.48% | 0.43% | $803.6万 | 7.9万股 | $706.2万 | 7.9万股 | -194股-0.25% | 减仓 |
 家得宝HD |
| 0.48% | 3.3% | $793.0万 | 2.2万股 | $5,455.8万 | 31.3万股 | -29.0万股-92.81% | 减仓 |
 直觉外科ISRG |
| 0.47% | 0.56% | $776.3万 | 2.0万股 | $921.2万 | 2.0万股 | -461股-2.31% | 减仓 |
 德文能源DVN |
| 0.4% | 0.5% | $661.0万 | 16.0万股 | $821.2万 | 16.3万股 | -3,222股-1.97% | 减仓 |
 伊顿ETN |
| 0.4% | — | $657.5万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.33% | 0.02% | $544.1万 | 1.4万股 | $35.9万 | 1,143股 | +1.3万股+1,108.31% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.3% | — | $503.4万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.3% | 0.29% | $498.1万 | 9,954股 | $485.3万 | 1.0万股 | -174股-1.72% | 减仓 |
 博通AVGO |
| 0.27% | 0.1% | $453.5万 | 1.2万股 | $160.5万 | 5,186股 | +6,818股+131.47% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.25% | 0.02% | $406.4万 | 1.9万股 | $36.6万 | 1,905股 | +1.7万股+902.68% | 加仓 |
