 英伟达NVDA |
| 20.76% | 20.83% | $1.70亿 | 84.8万股 | $1.49亿 | 85.9万股 | -1.1万股-1.23% | 减仓 |
 苹果AAPL |
| 8.89% | 8.94% | $7,266.6万 | 25.1万股 | $6,414.0万 | 25.3万股 | -1,393股-0.55% | 减仓 |
 谷歌AGOOGL |
| 8.42% | 7.76% | $6,881.6万 | 19.3万股 | $5,566.5万 | 19.3万股 | -719股-0.37% | 减仓 |
 PALO ALTOPANW |
| 5.34% | 2.79% | $4,363.0万 | 12.8万股 | $2,004.5万 | 12.5万股 | +2,662股+2.12% | 加仓 |
 VisaV |
| 4.94% | 4.9% | $4,035.2万 | 11.8万股 | $3,517.5万 | 11.6万股 | +1,138股+0.98% | 加仓 |
 史赛克SYK |
| 3.63% | 4% | $2,966.6万 | 9.4万股 | $2,869.7万 | 8.7万股 | +7,001股+8.03% | 加仓 |
 亚马逊AMZN |
| 2.99% | 2.89% | $2,441.1万 | 10.2万股 | $2,074.8万 | 10.0万股 | +2,670股+2.68% | 加仓 |
 CASEYS GEN STORESCASY |
| 2.97% | 3.03% | $2,430.9万 | 3.1万股 | $2,172.8万 | 3.0万股 | +739股+2.48% | 加仓 |
 雅培ABT |
| 2.8% | 3.32% | $2,290.3万 | 25.2万股 | $2,382.3万 | 23.1万股 | +2.1万股+9.13% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.49% | 2.32% | $2,033.3万 | 5.8万股 | $1,663.6万 | 5.8万股 | -419股-0.72% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 2.14% | 2.45% | $1,747.2万 | 19.0万股 | $1,756.9万 | 19.1万股 | -1,233股-0.65% | 减仓 |
 ADPADP |
| 2.05% | 2.02% | $1,673.1万 | 7.5万股 | $1,445.2万 | 7.1万股 | +3,516股+4.94% | 加仓 |
 空气化工APD |
| 2.04% | 2.3% | $1,665.6万 | 5.7万股 | $1,648.3万 | 5.7万股 | -26股-0.05% | 减仓 |
 艺康ECL |
| 2.03% | 1.94% | $1,658.3万 | 6.0万股 | $1,390.8万 | 5.2万股 | +7,236股+13.84% | 加仓 |
 直觉外科ISRG |
| 1.98% | 2.2% | $1,617.9万 | 4.1万股 | $1,578.6万 | 3.4万股 | +6,439股+18.80% | 加仓 |
 NORFOLK SOUTHN COMNSC |
| 1.9% | 1.96% | $1,551.5万 | 4.9万股 | $1,408.7万 | 4.9万股 | +235股+0.48% | 加仓 |
 LOWES COS COMLOW |
| 1.87% | 2.43% | $1,529.8万 | 6.9万股 | $1,746.3万 | 7.4万股 | -4,615股-6.24% | 减仓 |
 礼来LLY |
| 1.77% | 1.15% | $1,450.5万 | 1.2万股 | $823.5万 | 8,951股 | +3,142股+35.10% | 加仓 |
 好市多COST |
| 1.66% | 2% | $1,356.7万 | 1.5万股 | $1,437.1万 | 1.4万股 | +74股+0.51% | 加仓 |
 伊顿ETN |
| 1.29% | 1.16% | $1,052.2万 | 2.5万股 | $829.1万 | 2.3万股 | +1,535股+6.63% | 加仓 |
 DANAHER DEL COMDHR |
| 1.28% | 1.46% | $1,046.7万 | 5.5万股 | $1,045.6万 | 5.5万股 | -77股-0.14% | 减仓 |
 加拿大国家铁路CNI |
| 1.07% | 1.04% | $871.1万 | 7.3万股 | $748.3万 | 7.3万股 | +408股+0.56% | 加仓 |
 微软MSFT |
| 1.06% | 1.06% | $865.6万 | 2.3万股 | $762.0万 | 2.1万股 | +2,609股+12.67% | 加仓 |
 雷神技术RTX |
| 0.95% | 1.1% | $776.1万 | 4.1万股 | $787.4万 | 4.1万股 | +110股+0.27% | 加仓 |
| N新纪元能源NEE |
| 0.93% | — | $762.9万 | 8.7万股 | $0 | 0股 | +8.7万股 | 新买入 |
 美国运通AXP |
| 0.86% | 0.07% | $699.4万 | 2.1万股 | $49.2万 | 1,629股 | +1.9万股+1,169.37% | 加仓 |
 Meta平台META |
| 0.84% | 0.98% | $683.0万 | 1.2万股 | $702.9万 | 1.2万股 | -162股-1.32% | 减仓 |
 星巴克SBUX |
| 0.78% | 0.94% | $640.3万 | 6.3万股 | $677.1万 | 7.5万股 | -1.3万股-16.70% | 减仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 0.73% | 0.59% | $593.9万 | 6.2万股 | $421.5万 | 5.9万股 | +3,237股+5.53% | 加仓 |
 强生JNJ |
| 0.71% | 0.79% | $584.2万 | 2.3万股 | $565.4万 | 2.3万股 | -171股-0.74% | 减仓 |
 摩根大通JPM |
| 0.62% | 0.64% | $508.8万 | 1.6万股 | $458.2万 | 1.6万股 | -40股-0.26% | 减仓 |
 ChipotleCMG |
| 0.58% | 1.25% | $477.1万 | 14.0万股 | $895.1万 | 28.0万股 | -13.9万股-49.84% | 减仓 |
| DDUTCH BROSBROS |
| 0.54% | — | $441.8万 | 6.2万股 | $0 | 0股 | +6.2万股 | 新买入 |
 NETFLIXNFLX |
| 0.52% | 0.54% | $427.8万 | 6.0万股 | $386.4万 | 4.0万股 | +2.0万股+48.88% | 加仓 |
 家得宝HD |
| 0.43% | 0.5% | $350.9万 | 9,950股 | $359.5万 | 1.1万股 | -976股-8.93% | 减仓 |
| PPAYCOM SOFTWAREPAYC |
| 0.43% | 1.16% | $348.8万 | 2.8万股 | $834.4万 | 6.8万股 | -4.1万股-59.42% | 减仓 |
 阿斯麦ASML |
| 0.42% | 0.31% | $343.0万 | 1,724股 | $225.0万 | 1,703股 | +21股+1.23% | 加仓 |
 阿斯利康AZN |
| 0.35% | 0.39% | $287.6万 | 1.5万股 | $281.2万 | 1.4万股 | +891股+6.24% | 加仓 |
 百事可乐PEP |
| 0.34% | 0.5% | $281.3万 | 2.1万股 | $356.5万 | 2.3万股 | -2,224股-9.67% | 减仓 |
 诺和诺德NVO |
| 0.34% | 1.06% | $277.1万 | 5.8万股 | $763.5万 | 20.6万股 | -14.9万股-71.99% | 减仓 |
 再生元REGN |
| 0.31% | 0.47% | $254.8万 | 4,086股 | $339.4万 | 4,391股 | -305股-6.95% | 减仓 |
 麦当劳MCD |
| 0.3% | 0.4% | $245.5万 | 9,081股 | $289.0万 | 9,294股 | -213股-2.29% | 减仓 |
 宝洁PG |
| 0.29% | 0.33% | $234.6万 | 1.6万股 | $237.4万 | 1.6万股 | -492股-2.98% | 减仓 |
 高露洁CL |
| 0.25% | 0.31% | $207.7万 | 2.3万股 | $225.2万 | 2.6万股 | -3,839股-14.49% | 减仓 |
 PAYCHEX COMPAYX |
| 0.24% | 0.49% | $200.2万 | 2.0万股 | $350.2万 | 3.8万股 | -1.8万股-46.51% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.23% | 0.21% | $188.6万 | 4,749股 | $150.5万 | 4,732股 | +17股+0.36% | 加仓 |
 赛富时CRM |
| 0.23% | 0.86% | $184.5万 | 1.2万股 | $618.8万 | 3.3万股 | -2.1万股-64.40% | 减仓 |
 沃尔玛WMT |
| 0.22% | 0.28% | $178.7万 | 1.6万股 | $199.3万 | 1.6万股 | -297股-1.85% | 减仓 |
 艾伯维ABBV |
| 0.22% | — | $176.8万 | 7,026股 | $0 | 0股 | +7,026股 | 新买入 |
 GeneracGNRC |
| 0.2% | 0.15% | $164.8万 | 5,628股 | $108.6万 | 5,568股 | +60股+1.08% | 加仓 |
