 英伟达NVDA |
| 5.15% | 5.06% | $4,615.8万 | 23.1万股 | $3,951.4万 | 22.7万股 | +4,114股+1.82% | 加仓 |
 台积电TSM |
| 4.82% | 5.43% | $4,319.5万 | 9.0万股 | $4,245.3万 | 12.6万股 | -3.5万股-28.00% | 减仓 |
 礼来LLY |
| 4.6% | 4.9% | $4,121.4万 | 3.4万股 | $3,830.9万 | 4.2万股 | -7,290股-17.50% | 减仓 |
 亚马逊AMZN |
| 4.5% | 4.31% | $4,033.9万 | 16.9万股 | $3,365.5万 | 16.2万股 | +7,654股+4.74% | 加仓 |
 微软MSFT |
| 3.97% | 4.73% | $3,555.4万 | 9.5万股 | $3,698.7万 | 10.0万股 | -4,604股-4.61% | 减仓 |
 摩根大通JPM |
| 3.65% | 3.58% | $3,271.8万 | 10.0万股 | $2,794.3万 | 9.5万股 | +4,963股+5.22% | 加仓 |
 谷歌AGOOGL |
| 3.49% | 3.19% | $3,126.1万 | 8.7万股 | $2,496.1万 | 8.7万股 | +673股+0.78% | 加仓 |
 博通AVGO |
| 3.32% | 3.02% | $2,977.9万 | 7.9万股 | $2,361.1万 | 7.6万股 | +2,548股+3.34% | 加仓 |
 苹果AAPL |
| 3.04% | 2.96% | $2,727.9万 | 9.4万股 | $2,313.5万 | 9.1万股 | +3,114股+3.42% | 加仓 |
 FERRARI COMRACE |
| 3.01% | 3.04% | $2,693.0万 | 7.2万股 | $2,373.9万 | 7.0万股 | +2,196股+3.13% | 加仓 |
 宝洁PG |
| 2.94% | 3.24% | $2,632.8万 | 18.0万股 | $2,534.8万 | 17.5万股 | +4,052股+2.31% | 加仓 |
 WASTE MGMT DELWM |
| 2.83% | 3.23% | $2,531.6万 | 11.4万股 | $2,523.1万 | 11.0万股 | +3,783股+3.45% | 加仓 |
 康明斯CMI |
| 2.82% | 2.41% | $2,531.0万 | 3.5万股 | $1,882.0万 | 3.5万股 | +506股+1.45% | 加仓 |
 洛克希德马丁LMT |
| 2.82% | 3.92% | $2,523.3万 | 5.0万股 | $3,065.2万 | 5.1万股 | -1,187股-2.34% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.8% | 3.71% | $2,511.4万 | 7.1万股 | $2,899.1万 | 10.1万股 | -3.0万股-29.67% | 减仓 |
 VisaV |
| 2.77% | 2.71% | $2,483.9万 | 7.2万股 | $2,116.6万 | 7.0万股 | +2,365股+3.38% | 加仓 |
 Arista网络ANET |
| 2.67% | 2.13% | $2,390.0万 | 14.1万股 | $1,660.6万 | 13.5万股 | +5,432股+4.02% | 加仓 |
 林德LIN |
| 2.48% | 2.68% | $2,224.3万 | 4.3万股 | $2,092.8万 | 4.2万股 | +649股+1.54% | 加仓 |
| FFASTENAL COMFAST |
| 2.4% | 2.57% | $2,149.2万 | 44.7万股 | $2,006.6万 | 43.2万股 | +1.5万股+3.47% | 加仓 |
 BOOKING COMBKNG |
| 2.38% | 0.1% | $2,133.4万 | 12.0万股 | $78.0万 | 4,632股 | +11.5万股+2,484.05% | 加仓 |
 MCKESSON COMMCK |
| 2.38% | 3.03% | $2,129.7万 | 2.8万股 | $2,368.9万 | 2.7万股 | +811股+2.96% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.29% | 2.51% | $2,053.7万 | 4.1万股 | $1,958.2万 | 4.1万股 | +177股+0.43% | 加仓 |
 泛林集团LRCX |
| 2.27% | 1.18% | $2,030.6万 | 4.7万股 | $922.3万 | 4.3万股 | +3,694股+8.56% | 加仓 |
 强生JNJ |
| 2.03% | 1.13% | $1,821.8万 | 7.2万股 | $884.9万 | 3.6万股 | +3.6万股+98.14% | 加仓 |
 Meta平台META |
| 1.97% | 2.21% | $1,764.8万 | 3.1万股 | $1,725.4万 | 3.0万股 | +1,172股+3.89% | 加仓 |
 百事可乐PEP |
| 1.94% | 2.46% | $1,737.5万 | 12.8万股 | $1,925.5万 | 12.4万股 | +4,332股+3.49% | 加仓 |
 EMCOREME |
| 1.89% | — | $1,694.5万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 PHILIP MORRIS INTLPM |
| 1.82% | 1.86% | $1,633.3万 | 9.0万股 | $1,449.8万 | 8.8万股 | +2,602股+2.97% | 加仓 |
 优步UBER |
| 1.53% | 2.39% | $1,374.2万 | 19.0万股 | $1,864.5万 | 25.9万股 | -6.9万股-26.53% | 减仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 1.48% | 0.56% | $1,322.7万 | 13.8万股 | $439.6万 | 6.1万股 | +7.7万股+126.83% | 加仓 |
 标普全球SPGI |
| 1.29% | 1.57% | $1,157.0万 | 3.0万股 | $1,224.0万 | 2.9万股 | +1,258股+4.37% | 加仓 |
 爱德华生命科学EW |
| 1.02% | — | $914.8万 | 10.1万股 | $0 | 0股 | +10.1万股 | 新买入 |
 史赛克SYK |
| 1.02% | 1.12% | $913.7万 | 2.9万股 | $877.4万 | 2.7万股 | +2,319股+8.69% | 加仓 |
 甲骨文ORCL |
| 0.85% | 0.11% | $763.5万 | 5.2万股 | $84.0万 | 5,707股 | +4.6万股+812.83% | 加仓 |
 NETFLIXNFLX |
| 0.77% | 1.31% | $693.8万 | 9.7万股 | $1,024.8万 | 10.7万股 | -9,408股-8.83% | 减仓 |
 MONOLITHIC PWR SYSMPWR |
| 0.75% | 1.36% | $671.1万 | 4,855股 | $1,061.6万 | 9,710股 | -4,855股-50.00% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.71% | 0.9% | $638.6万 | 5.1万股 | $704.4万 | 5.1万股 | 00.00% | 持仓不变 |
 贝莱德·INC COMBLK |
| 0.68% | — | $611.2万 | 6,356股 | $0 | 0股 | +6,356股 | 新买入 |
 ServiceNowNOW |
| 0.63% | — | $566.1万 | 5.7万股 | $0 | 0股 | +5.7万股 | 新买入 |
 EOG资源EOG |
| 0.51% | — | $460.1万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
 阿格尼科鹰矿AEM |
| 0.42% | — | $372.6万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 CrowdStrikeCRWD |
| 0.37% | 0.23% | $329.8万 | 4,323股 | $181.9万 | 4,658股 | -335股-7.19% | 减仓 |
 埃克森美孚XOM |
| 0.36% | 0.38% | $320.8万 | 2.3万股 | $293.2万 | 1.7万股 | +6,182股+35.77% | 加仓 |
 贝克休斯BKR |
| 0.35% | 0.25% | $314.8万 | 5.7万股 | $195.0万 | 3.2万股 | +2.5万股+77.58% | 加仓 |
 科磊KLAC |
| 0.34% | 0.21% | $307.9万 | 1.0万股 | $165.1万 | 1,121股 | +9,083股+810.26% | 加仓 |
 盎格鲁黄金AU |
| 0.31% | 0.22% | $274.3万 | 3.4万股 | $170.9万 | 1.8万股 | +1.6万股+93.17% | 加仓 |
 艾伯维ABBV |
| 0.3% | 0.24% | $268.8万 | 1.1万股 | $186.9万 | 8,595股 | +2,086股+24.27% | 加仓 |
 联合健康UNH |
| 0.29% | 0.21% | $262.8万 | 6,323股 | $167.0万 | 6,171股 | +152股+2.46% | 加仓 |
 ShopifySHOP |
| 0.29% | — | $255.9万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 PAN AMERN SILVERPAAS |
| 0.28% | 0.13% | $254.2万 | 4.0万股 | $103.3万 | 1.9万股 | +2.1万股+111.41% | 加仓 |
