 微软MSFT |
| 4.92% | 5.91% | $31.74亿 | 850.9万股 | $35.97亿 | 971.8万股 | -120.9万股-12.44% | 减仓 |
 台积电TSM |
| 4.42% | 3.41% | $28.54亿 | 597.6万股 | $20.75亿 | 614.1万股 | -16.4万股-2.68% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.31% | 3.19% | $27.84亿 | 787.9万股 | $19.40亿 | 676.4万股 | +111.4万股+16.48% | 加仓 |
 VisaV |
| 3.77% | 3.77% | $24.36亿 | 710.1万股 | $22.96亿 | 759.5万股 | -49.4万股-6.50% | 减仓 |
 英伟达NVDA |
| 3.19% | 2.79% | $20.60亿 | 1,029.3万股 | $16.99亿 | 974.1万股 | +55.2万股+5.67% | 加仓 |
 万事达MA |
| 2.74% | 2.87% | $17.68亿 | 344.3万股 | $17.44亿 | 349.0万股 | -4.7万股-1.36% | 减仓 |
| AADVISORS INNER CIRCLE FD IIIBAFE |
| 2.51% | 2.34% | $16.20亿 | 5,555.3万股 | $14.22亿 | 5,620.0万股 | -64.7万股-1.15% | 减仓 |
| IiShares安硕信托IVV |
| 2.33% | 1.85% | $15.08亿 | 201.3万股 | $11.24亿 | 172.1万股 | +29.2万股+16.95% | 加仓 |
 亚马逊AMZN |
| 2.28% | 2.62% | $14.72亿 | 617.6万股 | $15.92亿 | 764.4万股 | -146.8万股-19.20% | 减仓 |
 苹果AAPL |
| 1.81% | 1.67% | $11.67亿 | 403.3万股 | $10.19亿 | 401.4万股 | +1.9万股+0.47% | 加仓 |
 GE航空GE |
| 1.38% | 1.22% | $8.93亿 | 238.9万股 | $7.45亿 | 262.4万股 | -23.5万股-8.95% | 减仓 |
| A美国世纪ETF信托DSPY |
| 1.34% | 1.23% | $8.65亿 | 1,314.7万股 | $7.50亿 | 1,314.5万股 | +1,990股+0.02% | 加仓 |
 嘉信理财SCHW |
| 1.33% | 1.41% | $8.60亿 | 931.9万股 | $8.59亿 | 914.2万股 | +17.7万股+1.94% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.24% | 1.04% | $8.01亿 | 107.2万股 | $6.30亿 | 96.9万股 | +10.4万股+10.69% | 加仓 |
| G通用动力VTI |
| 1.24% | 1.16% | $7.98亿 | 215.8万股 | $7.09亿 | 220.9万股 | -5.1万股-2.32% | 减仓 |
 谷歌AGOOGL |
| 1.1% | 0.98% | $7.11亿 | 199.0万股 | $5.95亿 | 206.8万股 | -7.9万股-3.80% | 减仓 |
 博通AVGO |
| 1.06% | 1.23% | $6.84亿 | 181.2万股 | $7.51亿 | 242.5万股 | -61.3万股-25.29% | 减仓 |
 爱德华生命科学EW |
| 1.03% | 0.93% | $6.66亿 | 736.6万股 | $5.63亿 | 703.0万股 | +33.6万股+4.79% | 加仓 |
 阿斯麦ASML |
| 0.96% | 0.72% | $6.22亿 | 31.2万股 | $4.37亿 | 33.1万股 | -1.8万股-5.47% | 减仓 |
 迈威尔MRVL |
| 0.86% | 0.81% | $5.52亿 | 185.4万股 | $4.93亿 | 497.4万股 | -312.0万股-62.72% | 减仓 |
 BOOKING COMBKNG |
| 0.81% | 0.83% | $5.22亿 | 292.9万股 | $5.07亿 | 12.0万股 | +280.9万股+2,333.47% | 加仓 |
 EquifaxEFX |
| 0.81% | 1.08% | $5.22亿 | 328.8万股 | $6.57亿 | 364.9万股 | -36.1万股-9.89% | 减仓 |
 DANAHER DEL COMDHR |
| 0.78% | 0.91% | $5.01亿 | 262.8万股 | $5.55亿 | 292.7万股 | -29.8万股-10.19% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.76% | 0.8% | $4.94亿 | 98.7万股 | $4.85亿 | 101.3万股 | -2.5万股-2.52% | 减仓 |
 PROGRESSIVEPGR |
| 0.75% | 0.5% | $4.84亿 | 221.4万股 | $3.07亿 | 155.0万股 | +66.4万股+42.88% | 加仓 |
| KKKR & COMKKR |
| 0.72% | 0.92% | $4.63亿 | 504.7万股 | $5.58亿 | 603.3万股 | -98.6万股-16.34% | 减仓 |
 FERGUSON ENTERPRISESFERG |
| 0.7% | 0.84% | $4.53亿 | 190.8万股 | $5.09亿 | 218.3万股 | -27.6万股-12.63% | 减仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.7% | 0.74% | $4.49亿 | 97.7万股 | $4.52亿 | 93.2万股 | +4.5万股+4.86% | 加仓 |
 汽车地带AZO |
| 0.68% | 0.69% | $4.36亿 | 13.6万股 | $4.20亿 | 12.4万股 | +1.2万股+9.89% | 加仓 |
| AADVISORS INNER CIRCLE FD IIIBASG |
| 0.67% | 0.64% | $4.35亿 | 1,634.4万股 | $3.87亿 | 1,704.5万股 | -70.1万股-4.11% | 减仓 |
 Meta平台META |
| 0.67% | 0.81% | $4.32亿 | 76.8万股 | $4.96亿 | 86.7万股 | -9.9万股-11.43% | 减仓 |
 直觉外科ISRG |
| 0.66% | 0.96% | $4.23亿 | 106.5万股 | $5.85亿 | 126.9万股 | -20.4万股-16.10% | 减仓 |
| TThe 2023 ETF Ser TR Eagle Cap Select Equity ETFEAGL |
| 0.64% | 0.58% | $4.14亿 | 1,288.4万股 | $3.53亿 | 1,160.7万股 | +127.7万股+11.00% | 加仓 |
 CARRIER GLOBALCARR |
| 0.64% | 0.75% | $4.11亿 | 560.0万股 | $4.56亿 | 809.4万股 | -249.3万股-30.81% | 减仓 |
 摩根大通JPM |
| 0.62% | 0.59% | $4.02亿 | 122.7万股 | $3.59亿 | 122.0万股 | +7,143股+0.59% | 加仓 |
| AADVISORS INNER CIRCLE FD IIIBASV |
| 0.6% | 0.52% | $3.89亿 | 1,264.2万股 | $3.18亿 | 1,182.0万股 | +82.2万股+6.95% | 加仓 |
 WEST PHARMACEUTICAL SVSCWST |
| 0.6% | 0.55% | $3.86亿 | 107.5万股 | $3.36亿 | 134.1万股 | -26.6万股-19.81% | 减仓 |
 MERCADOLIBRE COMMELI |
| 0.59% | 0.68% | $3.82亿 | 22.5万股 | $4.15亿 | 24.0万股 | -1.5万股-6.31% | 减仓 |
 PALO ALTOPANW |
| 0.56% | 0.46% | $3.61亿 | 106.0万股 | $2.80亿 | 174.8万股 | -68.8万股-39.38% | 减仓 |
 优步UBER |
| 0.54% | 0.75% | $3.48亿 | 481.9万股 | $4.56亿 | 633.5万股 | -151.6万股-23.93% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.52% | 0.41% | $3.35亿 | 131.6万股 | $2.47亿 | 163.5万股 | -31.9万股-19.52% | 减仓 |
| V先锋领航指数基金VOO |
| 0.52% | 0.44% | $3.34亿 | 48.6万股 | $2.70亿 | 45.2万股 | +3.4万股+7.53% | 加仓 |
 Arista网络ANET |
| 0.48% | <0.01% | $3.13亿 | 184.0万股 | $286.0万 | 2.3万股 | +181.6万股+7,796.30% | 加仓 |
 DatadogDDOG |
| 0.48% | 0.54% | $3.12亿 | 119.9万股 | $3.31亿 | 280.7万股 | -160.8万股-57.29% | 减仓 |
 CINTAS COMCTAS |
| 0.47% | 0.53% | $3.05亿 | 179.4万股 | $3.20亿 | 189.5万股 | -10.1万股-5.31% | 减仓 |
| HHDFC BANKHDB |
| 0.45% | 0.39% | $2.92亿 | 1,129.6万股 | $2.38亿 | 956.4万股 | +173.2万股+18.11% | 加仓 |
 UNITED RENTALSURI |
| 0.45% | 0.32% | $2.90亿 | 25.6万股 | $1.94亿 | 26.7万股 | -1.1万股-3.94% | 减仓 |
 联合健康UNH |
| 0.45% | 0.32% | $2.88亿 | 69.3万股 | $1.95亿 | 72.2万股 | -2.8万股-3.90% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.44% | 0.55% | $2.83亿 | 75.4万股 | $3.33亿 | 119.7万股 | -44.3万股-37.00% | 减仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 0.44% | 0.56% | $2.82亿 | 123.0万股 | $3.42亿 | 158.0万股 | -35.0万股-22.17% | 减仓 |
