 AMD超威AMD |
| 4.56% | 1.97% | $6,820.2万 | 11.7万股 | $2,575.0万 | 12.7万股 | -9,175股-7.25% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4% | 3.73% | $5,986.1万 | 16.9万股 | $4,885.9万 | 17.0万股 | -904股-0.53% | 减仓 |
 思科CSCO |
| 3.9% | 3.04% | $5,837.6万 | 49.7万股 | $3,971.5万 | 51.2万股 | -1.5万股-2.91% | 减仓 |
 苹果AAPL |
| 3.8% | 3.84% | $5,691.1万 | 19.7万股 | $5,024.1万 | 19.8万股 | -1,282股-0.65% | 减仓 |
 谷歌AGOOGL |
| 3.06% | 2.86% | $4,577.3万 | 12.8万股 | $3,740.5万 | 13.0万股 | -1,992股-1.53% | 减仓 |
 英特尔INTC |
| 2.82% | 1.13% | $4,219.0万 | 30.2万股 | $1,474.1万 | 33.4万股 | -3.2万股-9.54% | 减仓 |
 美国运通AXP |
| 2.63% | 2.69% | $3,932.0万 | 11.6万股 | $3,516.5万 | 11.6万股 | -8股-0.01% | 减仓 |
 沃特世WAT |
| 2.62% | 2.38% | $3,920.1万 | 10.5万股 | $3,117.2万 | 10.5万股 | -150股-0.14% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.37% | 2.5% | $3,546.9万 | 7.1万股 | $3,272.3万 | 6.8万股 | +2,595股+3.80% | 加仓 |
 史赛克SYK |
| 2.35% | 2.77% | $3,524.4万 | 11.2万股 | $3,619.8万 | 11.0万股 | +1,781股+1.62% | 加仓 |
 林德LIN |
| 2.02% | 2.22% | $3,016.2万 | 5.8万股 | $2,903.3万 | 5.9万股 | -440股-0.75% | 减仓 |
 ANALOG DEVICES COMADI |
| 2.01% | 1.88% | $3,008.5万 | 7.6万股 | $2,454.7万 | 7.7万股 | -1,409股-1.83% | 减仓 |
 WELLS FARGO NEWWFC |
| 1.92% | 2.11% | $2,871.5万 | 34.7万股 | $2,762.4万 | 34.7万股 | +485股+0.14% | 加仓 |
 联合太平洋铁路UNP |
| 1.83% | 1.88% | $2,745.8万 | 10.1万股 | $2,458.9万 | 10.1万股 | -399股-0.39% | 减仓 |
 AMETEK COMAME |
| 1.74% | 1.78% | $2,605.5万 | 10.8万股 | $2,325.4万 | 10.8万股 | -786股-0.72% | 减仓 |
 IDEXX LABS COMIDXX |
| 1.73% | 2.11% | $2,590.4万 | 4.9万股 | $2,761.4万 | 4.9万股 | +61股+0.12% | 加仓 |
 AFLAC COMAFL |
| 1.53% | 1.68% | $2,295.1万 | 19.6万股 | $2,191.8万 | 20.0万股 | -4,038股-2.02% | 减仓 |
 VisaV |
| 1.53% | 1.53% | $2,287.5万 | 6.7万股 | $2,004.9万 | 6.6万股 | +338股+0.51% | 加仓 |
 强生JNJ |
| 1.52% | 1.69% | $2,281.4万 | 9.0万股 | $2,214.0万 | 9.1万股 | -745股-0.82% | 减仓 |
 家得宝HD |
| 1.45% | 1.5% | $2,173.7万 | 6.2万股 | $1,959.6万 | 6.0万股 | +2,054股+3.45% | 加仓 |
 SYSCO COMSYY |
| 1.44% | 1.39% | $2,156.7万 | 25.8万股 | $1,823.1万 | 25.6万股 | +2,451股+0.96% | 加仓 |
 PAYCHEX COMPAYX |
| 1.42% | 1.47% | $2,127.1万 | 21.6万股 | $1,917.4万 | 20.8万股 | +8,187股+3.93% | 加仓 |
 甲骨文ORCL |
| 1.39% | 1.61% | $2,083.0万 | 14.2万股 | $2,109.5万 | 14.3万股 | -1,257股-0.88% | 减仓 |
 ADPADP |
| 1.33% | 1.34% | $1,988.9万 | 8.9万股 | $1,752.4万 | 8.6万股 | +2,562股+2.97% | 加仓 |
 雪佛龙CVX |
| 1.29% | 1.76% | $1,932.2万 | 11.7万股 | $2,305.6万 | 11.1万股 | +5,133股+4.61% | 加仓 |
 微软MSFT |
| 1.22% | 1.36% | $1,833.2万 | 4.9万股 | $1,776.0万 | 4.8万股 | +1,167股+2.43% | 加仓 |
 美国合众银行USB |
| 1.14% | 1.13% | $1,699.5万 | 28.1万股 | $1,473.5万 | 28.3万股 | -1,945股-0.69% | 减仓 |
 优步UBER |
| 1.11% | 1.24% | $1,666.3万 | 23.1万股 | $1,621.7万 | 22.5万股 | +5,462股+2.42% | 加仓 |
 亚马逊AMZN |
| 1.09% | 1.1% | $1,625.2万 | 6.8万股 | $1,441.6万 | 6.9万股 | -1,028股-1.49% | 减仓 |
 星巴克SBUX |
| 1.07% | 1.08% | $1,596.3万 | 15.6万股 | $1,408.7万 | 15.7万股 | -1,029股-0.65% | 减仓 |
 直觉外科ISRG |
| 1.04% | 1.33% | $1,556.1万 | 3.9万股 | $1,739.3万 | 3.8万股 | +1,401股+3.71% | 加仓 |
 帕兰提尔PLTR |
| 1.03% | 1.46% | $1,548.8万 | 13.3万股 | $1,914.8万 | 13.1万股 | +1,851股+1.41% | 加仓 |
 PRICE T ROWE COMTROW |
| 1% | 0.92% | $1,495.6万 | 13.2万股 | $1,197.4万 | 13.3万股 | -1,290股-0.97% | 减仓 |
 雅培ABT |
| 0.98% | 1.2% | $1,459.8万 | 16.1万股 | $1,564.9万 | 15.2万股 | +8,455股+5.55% | 加仓 |
 ADOBE COMADBE |
| 0.97% | 1.29% | $1,452.5万 | 7.1万股 | $1,693.5万 | 7.0万股 | +1,180股+1.69% | 加仓 |
 VeevaVEEV |
| 0.95% | 0.84% | $1,427.5万 | 8.0万股 | $1,100.9万 | 6.3万股 | +1.8万股+28.34% | 加仓 |
 GE航空GE |
| 0.9% | 0.83% | $1,345.8万 | 3.6万股 | $1,091.9万 | 3.8万股 | -2,469股-6.42% | 减仓 |
 AXON ENTERPRISEAXON |
| 0.89% | 0.72% | $1,327.6万 | 2.4万股 | $948.0万 | 2.2万股 | +1,360股+6.09% | 加仓 |
 Arm控股ARM |
| 0.88% | 0.43% | $1,321.1万 | 3.7万股 | $568.9万 | 3.8万股 | -345股-0.92% | 减仓 |
 艺康ECL |
| 0.88% | 0.96% | $1,320.4万 | 4.7万股 | $1,250.0万 | 4.7万股 | +404股+0.86% | 加仓 |
| SSS&C TECHSSNC |
| 0.88% | 1.06% | $1,319.7万 | 21.3万股 | $1,383.0万 | 20.5万股 | +8,015股+3.92% | 加仓 |
 英伟达NVDA |
| 0.88% | 0.87% | $1,312.3万 | 6.6万股 | $1,143.7万 | 6.6万股 | +8股+0.01% | 加仓 |
 安桥ENB |
| 0.87% | 0.98% | $1,296.8万 | 23.9万股 | $1,281.5万 | 23.7万股 | +2,505股+1.06% | 加仓 |
 Truist金融TFC |
| 0.86% | 0.91% | $1,288.9万 | 25.9万股 | $1,197.3万 | 26.0万股 | -1,735股-0.67% | 减仓 |
 再生元REGN |
| 0.83% | 1.17% | $1,242.6万 | 2.0万股 | $1,533.6万 | 2.0万股 | +79股+0.40% | 加仓 |
 斯伦贝谢SLB |
| 0.82% | 1.04% | $1,224.5万 | 26.3万股 | $1,360.6万 | 26.5万股 | -1,382股-0.52% | 减仓 |
 财捷INTU |
| 0.81% | 1.19% | $1,219.2万 | 4.7万股 | $1,560.7万 | 3.6万股 | +1.1万股+29.42% | 加仓 |
 EVERGY COMEVRG |
| 0.81% | 0.86% | $1,205.0万 | 13.9万股 | $1,125.8万 | 13.7万股 | +1,996股+1.45% | 加仓 |
 金佰利KMB |
| 0.78% | 0.75% | $1,160.4万 | 10.6万股 | $976.6万 | 10.1万股 | +4,478股+4.42% | 加仓 |
| IIPG PHOTONICSIPGP |
| 0.75% | 0.85% | $1,125.1万 | 9.6万股 | $1,107.6万 | 9.7万股 | -758股-0.78% | 减仓 |
