 VisaV |
| 7.64% | 7.19% | $7,860.3万 | 22.9万股 | $7,239.7万 | 24.0万股 | -1.0万股-4.35% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 7.2% | 6.38% | $7,411.6万 | 21.0万股 | $6,420.4万 | 22.4万股 | -1.4万股-6.28% | 减仓 |
 福泰制药VRTX |
| 6.79% | 6.55% | $6,990.4万 | 14.1万股 | $6,591.8万 | 14.8万股 | -6,892股-4.67% | 减仓 |
 台积电TSM |
| 6.48% | 4.97% | $6,669.2万 | 14.0万股 | $5,005.7万 | 14.8万股 | -8,472股-5.72% | 减仓 |
 康宁GLW |
| 5.97% | 3.86% | $6,149.3万 | 24.1万股 | $3,888.9万 | 28.6万股 | -4.5万股-15.83% | 减仓 |
 CorpayCPAY |
| 5.48% | 5.17% | $5,641.2万 | 16.9万股 | $5,211.4万 | 17.9万股 | -9,824股-5.49% | 减仓 |
 微软MSFT |
| 5.45% | 5.79% | $5,605.7万 | 15.0万股 | $5,827.9万 | 15.7万股 | -7,161股-4.55% | 减仓 |
 亚马逊AMZN |
| 4.75% | 4.48% | $4,893.5万 | 20.5万股 | $4,506.8万 | 21.6万股 | -1.1万股-5.12% | 减仓 |
 贝莱德·INC COMBLK |
| 4.44% | 4.8% | $4,567.4万 | 4.8万股 | $4,833.2万 | 5.0万股 | -2,756股-5.48% | 减仓 |
| CCACI国际CACI |
| 3.83% | 4.85% | $3,945.5万 | 8.5万股 | $4,882.2万 | 9.0万股 | -4,599股-5.12% | 减仓 |
 PENNANTPNTG |
| 3.37% | 2.98% | $3,470.4万 | 93.9万股 | $2,996.2万 | 98.3万股 | -4.4万股-4.46% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 3.36% | 3.51% | $3,453.7万 | 37.5万股 | $3,537.6万 | 38.3万股 | -8,195股-2.14% | 减仓 |
 BOOKING COMBKNG |
| 3.23% | 4.32% | $3,325.9万 | 18.7万股 | $4,352.3万 | 1.0万股 | +17.6万股+1,705.14% | 加仓 |
 特灵科技TT |
| 3.04% | 2.77% | $3,130.3万 | 6.4万股 | $2,785.0万 | 6.7万股 | -3,097股-4.63% | 减仓 |
 苹果AAPL |
| 2.87% | 0.07% | $2,957.7万 | 10.2万股 | $72.1万 | 2,843股 | +9.9万股+3,495.32% | 加仓 |
 英伟达NVDA |
| 2.69% | 2.04% | $2,763.9万 | 13.8万股 | $2,056.0万 | 11.8万股 | +2.0万股+17.17% | 加仓 |
 Meta平台META |
| 2.51% | 3.61% | $2,584.6万 | 4.6万股 | $3,637.1万 | 6.4万股 | -1.8万股-27.82% | 减仓 |
 德康医疗DXCM |
| 2.5% | — | $2,569.9万 | 38.2万股 | $0 | 0股 | +38.2万股 | 新买入 |
 EOG资源EOG |
| 2.39% | — | $2,463.4万 | 19.0万股 | $0 | 0股 | +19.0万股 | 新买入 |
 NETFLIXNFLX |
| 2.2% | 2.73% | $2,259.8万 | 31.6万股 | $2,754.0万 | 28.6万股 | +3.0万股+10.50% | 加仓 |
 捷普JBL |
| 2.03% | — | $2,093.5万 | 5.4万股 | $0 | 0股 | +5.4万股 | 新买入 |
 博通AVGO |
| 2.02% | — | $2,077.2万 | 5.5万股 | $0 | 0股 | +5.5万股 | 新买入 |
| DDOORDASHDASH |
| 1.72% | 1.51% | $1,774.2万 | 9.6万股 | $1,521.8万 | 10.1万股 | -5,208股-5.14% | 减仓 |
| FFASTENAL COMFAST |
| 0.71% | 0.7% | $733.2万 | 15.3万股 | $708.3万 | 15.3万股 | 00.00% | 持仓不变 |
 嘉信理财SCHW |
| 0.5% | 4.76% | $513.9万 | 5.6万股 | $4,797.6万 | 51.0万股 | -45.5万股-89.09% | 减仓 |
 标普全球SPGI |
| 0.37% | 0.4% | $382.1万 | 9,382股 | $399.1万 | 9,382股 | 00.00% | 持仓不变 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.33% | 3.15% | $342.5万 | 1.4万股 | $3,176.9万 | 16.1万股 | -14.7万股-91.48% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.28% | 0.27% | $291.1万 | 1.3万股 | $274.1万 | 1.4万股 | -1,026股-7.18% | 减仓 |
| V先锋领航指数基金VOO |
| 0.25% | 0.19% | $256.3万 | 3,731股 | $186.6万 | 3,123股 | +608股+19.47% | 加仓 |
 麦当劳MCD |
| 0.24% | 0.29% | $250.0万 | 9,250股 | $287.5万 | 9,250股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.2% | 0.22% | $208.2万 | 5,750股 | $217.4万 | 6,180股 | -430股-6.96% | 减仓 |
 谷歌AGOOGL |
| 0.19% | 0.16% | $194.5万 | 5,444股 | $162.3万 | 5,643股 | -199股-3.53% | 减仓 |
| IiShares安硕信托SGOV |
| 0.19% | 0.16% | $193.1万 | 1.9万股 | $165.5万 | 1.6万股 | +2,743股+16.69% | 加仓 |
 埃克森美孚XOM |
| 0.19% | 0.24% | $191.5万 | 1.4万股 | $237.0万 | 1.4万股 | +35股+0.25% | 加仓 |
 Roper科技ROP |
| 0.18% | 0.19% | $186.1万 | 5,500股 | $194.6万 | 5,500股 | 00.00% | 持仓不变 |
 北方信托NTRS |
| 0.17% | 0.15% | $179.5万 | 1.0万股 | $148.3万 | 1.1万股 | -300股-2.82% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.17% | 0.19% | $176.9万 | 1.4万股 | $195.1万 | 1.4万股 | 00.00% | 持仓不变 |
 COPART COMCPRT |
| 0.15% | 0.18% | $156.8万 | 5.6万股 | $184.8万 | 5.6万股 | -40股-0.07% | 减仓 |
 雅培ABT |
| 0.15% | 2.66% | $155.4万 | 1.7万股 | $2,674.2万 | 26.0万股 | -24.3万股-93.43% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.14% | 4.63% | $147.1万 | 1.2万股 | $4,661.5万 | 29.6万股 | -28.4万股-95.97% | 减仓 |
 ESSENTESNT |
| 0.14% | 0.13% | $140.5万 | 2.2万股 | $133.6万 | 2.3万股 | -1,008股-4.41% | 减仓 |
 埃森哲ACN |
| 0.13% | 0.32% | $138.5万 | 1.1万股 | $327.1万 | 1.6万股 | -5,364股-32.52% | 减仓 |
 可口可乐KO |
| 0.13% | 0.12% | $134.1万 | 1.7万股 | $125.5万 | 1.7万股 | 00.00% | 持仓不变 |
| DDOUGLAS DYNAMICSPLOW |
| 0.13% | 0.12% | $131.8万 | 2.4万股 | $122.2万 | 2.9万股 | -4,600股-15.84% | 减仓 |
 慧与HPEHPE |
| 0.13% | 0.07% | $129.0万 | 2.9万股 | $74.4万 | 3.1万股 | -2,650股-8.48% | 减仓 |
 DOLLAR GEN NEWDG |
| 0.12% | 0.13% | $127.2万 | 1.1万股 | $131.2万 | 1.1万股 | 00.00% | 持仓不变 |
 Essex地产ESS |
| 0.12% | 0.11% | $122.1万 | 4,186股 | $107.6万 | 4,447股 | -261股-5.87% | 减仓 |
 雪佛龙CVX |
| 0.12% | 0.15% | $120.9万 | 7,296股 | $155.0万 | 7,493股 | -197股-2.63% | 减仓 |
 Truist金融TFC |
| 0.11% | 0.13% | $117.0万 | 2.3万股 | $128.8万 | 2.8万股 | -4,540股-16.21% | 减仓 |
 美敦力MDT |
| 0.11% | 0.12% | $115.6万 | 1.5万股 | $125.3万 | 1.4万股 | +323股+2.23% | 加仓 |
