 博通AVGO |
| 7% | 7.66% | $4,085.4万 | 13.2万股 | $4,722.9万 | 13.6万股 | -4,465股-3.27% | 减仓 |
 英伟达NVDA |
| 5.28% | 5.34% | $3,084.4万 | 17.7万股 | $3,290.2万 | 17.6万股 | +437股+0.25% | 加仓 |
 苹果AAPL |
| 4.38% | 4.51% | $2,558.4万 | 10.1万股 | $2,777.7万 | 10.2万股 | -1,364股-1.34% | 减仓 |
 谷歌AGOOGL |
| 4.37% | 4.56% | $2,549.9万 | 8.9万股 | $2,811.3万 | 9.0万股 | -1,145股-1.27% | 减仓 |
 好市多COST |
| 4.04% | 3.32% | $2,357.2万 | 2.4万股 | $2,043.2万 | 2.4万股 | -37股-0.16% | 减仓 |
 PALO ALTOPANW |
| 3.77% | 4.06% | $2,200.0万 | 13.7万股 | $2,504.9万 | 13.6万股 | +1,239股+0.91% | 加仓 |
 史赛克SYK |
| 3.75% | 3.77% | $2,191.3万 | 6.7万股 | $2,320.7万 | 6.6万股 | +660股+1.00% | 加仓 |
 MONOLITHIC PWR SYSMPWR |
| 3.73% | 2.97% | $2,175.9万 | 2.0万股 | $1,832.0万 | 2.0万股 | -312股-1.54% | 减仓 |
 微软MSFT |
| 3.52% | 4.36% | $2,053.9万 | 5.5万股 | $2,685.2万 | 5.6万股 | -38股-0.07% | 减仓 |
 VIATRISVTRS |
| 3.08% | 0.17% | $1,795.9万 | 132.9万股 | $102.1万 | 8.2万股 | +124.7万股+1,521.13% | 加仓 |
 VisaV |
| 2.92% | 3.19% | $1,704.7万 | 5.6万股 | $1,963.3万 | 5.6万股 | +421股+0.75% | 加仓 |
| T赛默飞世尔TMO |
| 2.72% | 3.03% | $1,588.8万 | 3.2万股 | $1,869.9万 | 3.2万股 | +54股+0.17% | 加仓 |
 亚马逊AMZN |
| 2.57% | 2.69% | $1,502.0万 | 7.2万股 | $1,658.4万 | 7.2万股 | +272股+0.38% | 加仓 |
 森科能源SU |
| 2.52% | 1.65% | $1,473.1万 | 22.3万股 | $1,017.8万 | 22.9万股 | -6,610股-2.88% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 2.45% | 2.4% | $1,428.7万 | 9.1万股 | $1,476.1万 | 9.1万股 | -300股-0.33% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 2.27% | 2.22% | $1,323.3万 | 14.3万股 | $1,368.3万 | 15.0万股 | -6,662股-4.44% | 减仓 |
 阿斯麦ASML |
| 2.2% | 1.66% | $1,287.5万 | 9,748股 | $1,024.9万 | 9,580股 | +168股+1.75% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 1.95% | 2.53% | $1,138.2万 | 11.3万股 | $1,558.3万 | 15.5万股 | -4.2万股-27.13% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.89% | 2.02% | $1,101.2万 | 3.8万股 | $1,247.3万 | 4.0万股 | -1,361股-3.42% | 减仓 |
 ServiceNowNOW |
| 1.42% | 1.87% | $829.3万 | 7.9万股 | $1,153.0万 | 7.5万股 | +4,060股+5.39% | 加仓 |
 礼来LLY |
| 1.38% | 1.48% | $803.8万 | 8,739股 | $911.4万 | 8,481股 | +258股+3.04% | 加仓 |
 VeevaVEEV |
| 1.32% | 1.57% | $769.3万 | 4.4万股 | $964.7万 | 4.3万股 | +578股+1.34% | 加仓 |
 特灵科技TT |
| 1.22% | 1.1% | $712.0万 | 1.7万股 | $680.9万 | 1.7万股 | -408股-2.33% | 减仓 |
 埃森哲ACN |
| 1.2% | 1.67% | $699.7万 | 3.5万股 | $1,029.7万 | 3.8万股 | -3,091股-8.05% | 减仓 |
| WWATSCOWSO |
| 1.13% | 0.99% | $657.2万 | 1.8万股 | $607.0万 | 1.8万股 | +50股+0.28% | 加仓 |
 Meta平台META |
| 1.12% | 1.09% | $653.8万 | 1.1万股 | $673.0万 | 1.0万股 | +1,233股+12.09% | 加仓 |
 CrowdStrikeCRWD |
| 1.09% | 1.23% | $637.1万 | 1.6万股 | $756.0万 | 1.6万股 | +191股+1.18% | 加仓 |
 美国运通AXP |
| 1.04% | 1.24% | $604.4万 | 2.0万股 | $763.9万 | 2.1万股 | -667股-3.23% | 减仓 |
 星巴克SBUX |
| 1.02% | 1.25% | $595.8万 | 6.7万股 | $769.8万 | 9.1万股 | -2.5万股-27.25% | 减仓 |
 空气化工APD |
| 0.98% | 0.84% | $570.3万 | 2.0万股 | $519.3万 | 2.1万股 | -1,390股-6.61% | 减仓 |
 ILLINOIS TOOLITW |
| 0.94% | 1.09% | $548.6万 | 2.1万股 | $672.4万 | 2.7万股 | -6,222股-22.79% | 减仓 |
 ADOBE COMADBE |
| 0.88% | 1.19% | $516.5万 | 2.1万股 | $732.4万 | 2.1万股 | +321股+1.53% | 加仓 |
 ZscalerZS |
| 0.86% | 1.26% | $504.9万 | 3.6万股 | $776.3万 | 3.5万股 | +1,478股+4.28% | 加仓 |
| CCBRE CL ACBRE |
| 0.85% | 0.93% | $498.0万 | 3.7万股 | $572.7万 | 3.6万股 | +1,150股+3.23% | 加仓 |
| EEVERPURE CL AEVPR |
| 0.81% | 0.81% | $472.5万 | 8.0万股 | $499.8万 | 7.5万股 | +5,450股+7.31% | 加仓 |
 艺康ECL |
| 0.71% | 0.74% | $414.1万 | 1.6万股 | $456.8万 | 1.7万股 | -1,837股-10.56% | 减仓 |
 GRIFFONGFF |
| 0.68% | 0.65% | $397.2万 | 5.5万股 | $403.1万 | 5.5万股 | -81股-0.15% | 减仓 |
 TRACTOR SUPPLY COMTSCO |
| 0.66% | 0.73% | $385.2万 | 8.5万股 | $451.8万 | 9.0万股 | -5,310股-5.88% | 减仓 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 0.65% | 0.37% | $378.0万 | 7,965股 | $228.8万 | 7,965股 | 00.00% | 持仓不变 |
 DIGITAL RLTY TR COMDLR |
| 0.62% | 0.49% | $362.0万 | 2.0万股 | $304.8万 | 2.0万股 | +385股+1.95% | 加仓 |
 沃尔玛WMT |
| 0.62% | 0.54% | $361.0万 | 2.9万股 | $334.8万 | 3.0万股 | -1,004股-3.34% | 减仓 |
 家得宝HD |
| 0.62% | 0.61% | $359.4万 | 1.1万股 | $373.2万 | 1.1万股 | +80股+0.74% | 加仓 |
 财捷INTU |
| 0.6% | 0.84% | $347.6万 | 8,039股 | $519.9万 | 7,849股 | +190股+2.42% | 加仓 |
| IiShares安硕信托IVV |
| 0.56% | 0.58% | $328.0万 | 5,021股 | $354.5万 | 5,176股 | -155股-2.99% | 减仓 |
| FFASTENAL COMFAST |
| 0.54% | 0.53% | $318.0万 | 6.9万股 | $325.1万 | 8.1万股 | -1.3万股-15.43% | 减仓 |
 UNITED RENTALSURI |
| 0.5% | 0.53% | $291.6万 | 4,002股 | $326.3万 | 4,032股 | -30股-0.74% | 减仓 |
 ADPADP |
| 0.47% | 0.54% | $272.7万 | 1.3万股 | $330.1万 | 1.3万股 | +586股+4.57% | 加仓 |
| AAAONAAON |
| 0.45% | 0.33% | $262.8万 | 3.2万股 | $203.0万 | 2.7万股 | +5,135股+19.29% | 加仓 |
 甲骨文ORCL |
| 0.44% | 0.56% | $254.7万 | 1.7万股 | $346.2万 | 1.8万股 | -450股-2.53% | 减仓 |
 ESSENTIAL UTILSWTRG |
| 0.44% | 0.4% | $254.4万 | 6.3万股 | $248.1万 | 6.5万股 | -1,500股-2.32% | 减仓 |
