 苹果AAPL |
| 3.86% | 4.97% | $9,817.7万 | 33.9万股 | $8,851.5万 | 34.9万股 | -9,482股-2.72% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 3.16% | 3.78% | $8,030.2万 | 277.3万股 | $6,728.3万 | 268.1万股 | +9.2万股+3.44% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.75% | — | $6,985.4万 | 19.8万股 | $0 | 0股 | +19.8万股 | 新买入 |
| G通用动力VTI |
| 2.71% | 3.36% | $6,893.1万 | 18.6万股 | $5,981.7万 | 18.6万股 | -176股-0.09% | 减仓 |
 微软MSFT |
| 2.33% | 3.31% | $5,931.7万 | 15.9万股 | $5,891.0万 | 15.9万股 | -124股-0.08% | 减仓 |
 亚马逊AMZN |
| 2.09% | 2.65% | $5,318.2万 | 22.3万股 | $4,716.8万 | 22.6万股 | -3,340股-1.47% | 减仓 |
| S道富SPYM |
| 2.06% | 2.56% | $5,247.5万 | 59.7万股 | $4,550.5万 | 59.5万股 | +2,590股+0.44% | 加仓 |
 阿斯麦ASML |
| 2.02% | — | $5,142.4万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 VisaV |
| 1.9% | 2.43% | $4,842.5万 | 14.1万股 | $4,332.6万 | 14.3万股 | -2,205股-1.54% | 减仓 |
 AMD超威AMD |
| 1.78% | 1% | $4,529.5万 | 7.8万股 | $1,784.5万 | 8.8万股 | -9,747股-11.11% | 减仓 |
 嘉信理财SCHW |
| 1.74% | 2.57% | $4,415.5万 | 47.9万股 | $4,565.7万 | 48.6万股 | -7,278股-1.50% | 减仓 |
 AMETEK COMAME |
| 1.62% | 2.11% | $4,108.1万 | 17.0万股 | $3,758.7万 | 17.5万股 | -5,548股-3.16% | 减仓 |
 ANALOG DEVICES COMADI |
| 1.59% | 1.9% | $4,053.0万 | 10.2万股 | $3,390.3万 | 10.7万股 | -4,519股-4.24% | 减仓 |
| PPRINCIPAL FINANCIAL INPFG |
| 1.57% | — | $3,993.5万 | 37.1万股 | $0 | 0股 | +37.1万股 | 新买入 |
 安费诺APH |
| 1.53% | 1.63% | $3,897.7万 | 22.1万股 | $2,898.6万 | 22.9万股 | -8,353股-3.64% | 减仓 |
 艾伯维ABBV |
| 1.53% | — | $3,895.1万 | 15.5万股 | $0 | 0股 | +15.5万股 | 新买入 |
 博通AVGO |
| 1.51% | — | $3,841.7万 | 10.2万股 | $0 | 0股 | +10.2万股 | 新买入 |
| SSS&C TECHSSNC |
| 1.49% | — | $3,797.9万 | 61.2万股 | $0 | 0股 | +61.2万股 | 新买入 |
 英伟达NVDA |
| 1.44% | 1.86% | $3,664.9万 | 18.3万股 | $3,305.1万 | 19.0万股 | -6,347股-3.35% | 减仓 |
 史赛克SYK |
| 1.3% | 1.88% | $3,311.8万 | 10.5万股 | $3,353.2万 | 10.2万股 | +3,141股+3.08% | 加仓 |
 ILLUMINAILMN |
| 1.3% | 1.32% | $3,303.9万 | 18.8万股 | $2,352.7万 | 19.1万股 | -2,967股-1.55% | 减仓 |
 雅培ABT |
| 1.24% | 1.88% | $3,146.1万 | 34.7万股 | $3,355.0万 | 32.7万股 | +2.0万股+6.10% | 加仓 |
| T赛默飞世尔TMO |
| 1.2% | 1.7% | $3,045.6万 | 6.1万股 | $3,034.8万 | 6.2万股 | -994股-1.61% | 减仓 |
 ACI WORLDWIDEACIW |
| 1.15% | 1.36% | $2,912.9万 | 57.9万股 | $2,415.3万 | 58.9万股 | -9,733股-1.65% | 减仓 |
 新思科技SNPS |
| 1.14% | 1.48% | $2,907.5万 | 6.5万股 | $2,642.6万 | 6.7万股 | -1,471股-2.21% | 减仓 |
| SSchwab Strategic TrSWTSX |
| 1.13% | 1.4% | $2,871.1万 | 157.8万股 | $2,492.0万 | 158.4万股 | -6,716股-0.42% | 减仓 |
 VeevaVEEV |
| 1.08% | 1.43% | $2,739.0万 | 15.4万股 | $2,549.2万 | 14.5万股 | +9,216股+6.35% | 加仓 |
 摩根大通JPM |
| 1.07% | 1.39% | $2,719.6万 | 8.3万股 | $2,468.9万 | 8.4万股 | -845股-1.01% | 减仓 |
| MMENASHA CORP |
| 1.01% | — | $2,558.3万 | 2,181股 | $0 | 0股 | +2,181股 | 新买入 |
 谷歌AGOOGL |
| 0.98% | — | $2,487.1万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
 DANAHER DEL COMDHR |
| 0.92% | 1.32% | $2,342.4万 | 12.3万股 | $2,351.1万 | 12.4万股 | -1,031股-0.83% | 减仓 |
 GLOBAL PMTS COMGPN |
| 0.91% | — | $2,319.8万 | 32.0万股 | $0 | 0股 | +32.0万股 | 新买入 |
 罗克韦尔自动化ROK |
| 0.91% | 0.98% | $2,308.7万 | 4.7万股 | $1,740.9万 | 4.9万股 | -1,877股-3.87% | 减仓 |
 万事达MA |
| 0.9% | 1.27% | $2,288.6万 | 4.5万股 | $2,258.5万 | 4.5万股 | -641股-1.42% | 减仓 |
 AFFILIATED MANAGERSAMG |
| 0.89% | 1.09% | $2,266.2万 | 6.7万股 | $1,942.2万 | 7.0万股 | -3,223股-4.59% | 减仓 |
 DatadogDDOG |
| 0.89% | — | $2,265.1万 | 8.7万股 | $0 | 0股 | +8.7万股 | 新买入 |
 EVERTECEVTC |
| 0.88% | 1.28% | $2,248.9万 | 81.0万股 | $2,273.9万 | 80.6万股 | +3,758股+0.47% | 加仓 |
 艺康ECL |
| 0.87% | 1.21% | $2,211.5万 | 7.9万股 | $2,149.4万 | 8.1万股 | -1,420股-1.76% | 减仓 |
 CrowdStrikeCRWD |
| 0.86% | — | $2,175.3万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 MERCANTILE BKMBWM |
| 0.85% | 1.09% | $2,167.2万 | 37.7万股 | $1,935.1万 | 38.3万股 | -5,753股-1.50% | 减仓 |
| S嘉信策略信托SCHF |
| 0.83% | 1.07% | $2,112.5万 | 76.3万股 | $1,907.4万 | 77.1万股 | -8,049股-1.04% | 减仓 |
 ADOBE COMADBE |
| 0.8% | 1.35% | $2,030.7万 | 9.9万股 | $2,396.0万 | 9.9万股 | +481股+0.49% | 加仓 |
 EquifaxEFX |
| 0.78% | 1.23% | $1,989.8万 | 12.5万股 | $2,184.2万 | 12.1万股 | +4,069股+3.35% | 加仓 |
| WWYNDHAM HOTELS & RESORTSWH |
| 0.77% | — | $1,955.4万 | 23.2万股 | $0 | 0股 | +23.2万股 | 新买入 |
| PPTC COMPTC |
| 0.73% | — | $1,855.6万 | 16.3万股 | $0 | 0股 | +16.3万股 | 新买入 |
 AES COMAES |
| 0.71% | 1.4% | $1,799.1万 | 122.7万股 | $2,487.1万 | 176.5万股 | -53.8万股-30.48% | 减仓 |
 ServiceNowNOW |
| 0.7% | — | $1,776.9万 | 17.9万股 | $0 | 0股 | +17.9万股 | 新买入 |
| S道富SPMD |
| 0.69% | 0.85% | $1,748.4万 | 25.9万股 | $1,510.3万 | 25.5万股 | +3,749股+1.47% | 加仓 |
| FFiservFISV |
| 0.68% | 1.05% | $1,718.6万 | 35.0万股 | $1,861.5万 | 33.4万股 | +1.7万股+5.03% | 加仓 |
| S嘉信·USSCHA |
| 0.67% | 0.75% | $1,712.6万 | 47.4万股 | $1,339.0万 | 46.0万股 | +1.4万股+2.94% | 加仓 |
