 PHILIP MORRIS INTLPM |
| 14.38% | 13.57% | $1.27亿 | 70.3万股 | $1.16亿 | 70.3万股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 13.39% | 11.75% | $1.18亿 | 39.7万股 | $1.01亿 | 51.8万股 | -12.1万股-23.36% | 减仓 |
| WWATSCOWSO |
| 10.99% | 9.89% | $9,706.8万 | 23.3万股 | $8,466.9万 | 23.3万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 8.41% | 10.13% | $7,429.9万 | 19.9万股 | $8,672.5万 | 23.4万股 | -3.5万股-14.94% | 减仓 |
| FFASTENAL COMFAST |
| 7.53% | 7.51% | $6,651.3万 | 138.5万股 | $6,429.7万 | 138.5万股 | 00.00% | 持仓不变 |
 嘉信理财SCHW |
| 7% | 6.71% | $6,186.6万 | 67.1万股 | $5,741.6万 | 61.1万股 | +6.0万股+9.82% | 加仓 |
 穆迪MCO |
| 6.99% | 6.62% | $6,173.3万 | 13.6万股 | $5,664.9万 | 13.0万股 | +6,500股+5.01% | 加仓 |
| T赛默飞世尔TMO |
| 6.34% | 6.42% | $5,596.7万 | 11.2万股 | $5,495.1万 | 11.2万股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 6.2% | 6.41% | $5,471.9万 | 37.3万股 | $5,487.9万 | 37.3万股 | 00.00% | 持仓不变 |
 CINTAS COMCTAS |
| 4.6% | 4.39% | $4,064.2万 | 23.9万股 | $3,753.8万 | 22.2万股 | +1.7万股+7.66% | 加仓 |
 POOLPOOL |
| 4.28% | 4.16% | $3,779.6万 | 17.6万股 | $3,557.5万 | 17.6万股 | 00.00% | 持仓不变 |
 阿里巴巴BABA |
| 3.02% | 4.08% | $2,668.5万 | 27.8万股 | $3,489.2万 | 27.8万股 | 00.00% | 持仓不变 |
 CHARTER COMMUNICATIONSCHTR |
| 2.73% | 4.28% | $2,411.1万 | 17.0万股 | $3,662.6万 | 17.0万股 | 00.00% | 持仓不变 |
 FORTISFTS |
| 2.66% | 2.66% | $2,346.0万 | 41.0万股 | $2,278.4万 | 41.0万股 | 00.00% | 持仓不变 |
 PAYCHEX COMPAYX |
| 1.48% | 1.43% | $1,307.4万 | 13.3万股 | $1,224.3万 | 13.3万股 | 00.00% | 持仓不变 |
