 科磊KLAC |
| 7.09% | 3.71% | $5,302.2万 | 17.6万股 | $2,581.0万 | 1.8万股 | +15.8万股+902.56% | 加仓 |
 安费诺APH |
| 6.14% | 4.59% | $4,595.6万 | 26.1万股 | $3,197.8万 | 25.3万股 | +7,548股+2.98% | 加仓 |
 CASEYS GEN STORESCASY |
| 5.36% | 5.36% | $4,008.5万 | 5.0万股 | $3,735.2万 | 5.1万股 | -883股-1.72% | 减仓 |
 苹果AAPL |
| 4.78% | 5.09% | $3,574.4万 | 12.4万股 | $3,541.9万 | 14.0万股 | -1.6万股-11.49% | 减仓 |
 TJXTJX |
| 4.5% | 5.04% | $3,370.9万 | 22.3万股 | $3,509.0万 | 22.0万股 | +2,776股+1.26% | 加仓 |
 万事达MA |
| 3.71% | 3.91% | $2,777.7万 | 5.4万股 | $2,721.2万 | 5.4万股 | -377股-0.69% | 减仓 |
 ROSS STORES COMROST |
| 3.45% | 3.89% | $2,578.6万 | 12.1万股 | $2,707.7万 | 12.5万股 | -3,849股-3.08% | 减仓 |
 AMGEN COMAMGN |
| 3.1% | 3.28% | $2,321.1万 | 6.4万股 | $2,286.1万 | 6.5万股 | -878股-1.35% | 减仓 |
| SSEI INVTSSEIC |
| 3.07% | 2.92% | $2,294.3万 | 26.2万股 | $2,033.8万 | 25.9万股 | +2,393股+0.92% | 加仓 |
 甲骨文ORCL |
| 2.99% | 3.24% | $2,239.9万 | 15.3万股 | $2,254.5万 | 15.3万股 | -409股-0.27% | 减仓 |
 微软MSFT |
| 2.75% | 2.98% | $2,061.4万 | 5.5万股 | $2,075.4万 | 5.6万股 | -803股-1.43% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 2.64% | 2.91% | $1,976.6万 | 21.5万股 | $2,029.1万 | 22.0万股 | -5,179股-2.36% | 减仓 |
 台积电TSM |
| 2.64% | 1.62% | $1,976.2万 | 4.1万股 | $1,128.6万 | 3.3万股 | +7,986股+23.91% | 加仓 |
 AON SHS CL AAON |
| 2.59% | 2.87% | $1,940.2万 | 5.8万股 | $2,000.2万 | 6.2万股 | -3,473股-5.60% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.54% | — | $1,901.0万 | 5.4万股 | $0 | 0股 | +5.4万股 | 新买入 |
 礼来LLY |
| 2.44% | 1.68% | $1,824.8万 | 1.5万股 | $1,171.7万 | 1.3万股 | +2,475股+19.43% | 加仓 |
 ExpediaEXPE |
| 2.33% | 2.23% | $1,741.1万 | 10.7万股 | $1,556.6万 | 10.9万股 | -1,845股-1.70% | 减仓 |
 美国包装PKG |
| 2.16% | 2.31% | $1,618.3万 | 6.8万股 | $1,609.5万 | 7.6万股 | -7,927股-10.45% | 减仓 |
 PROGRESSIVEPGR |
| 2.16% | 2.14% | $1,616.0万 | 7.4万股 | $1,488.6万 | 7.5万股 | -1,119股-1.49% | 减仓 |
 NORTHROP GRUMMAN COMNOC |
| 2.03% | 2.87% | $1,520.7万 | 3.0万股 | $1,996.5万 | 2.9万股 | +593股+2.03% | 加仓 |
 GRACOGGG |
| 1.91% | 2.36% | $1,431.2万 | 18.9万股 | $1,646.1万 | 19.4万股 | -5,160股-2.65% | 减仓 |
 AMETEK COMAME |
| 1.8% | 1.75% | $1,345.8万 | 5.6万股 | $1,221.4万 | 5.7万股 | -1,356股-2.38% | 减仓 |
| RROLLINS COMROL |
| 1.78% | 2.52% | $1,330.3万 | 31.9万股 | $1,755.5万 | 32.9万股 | -9,974股-3.03% | 减仓 |
 博通AVGO |
| 1.67% | 0.83% | $1,249.0万 | 3.3万股 | $576.5万 | 1.9万股 | +1.4万股+77.52% | 加仓 |
| MMUELLER INDSMLI |
| 1.6% | 1.43% | $1,197.9万 | 9.7万股 | $995.0万 | 9.0万股 | +7,650股+8.52% | 加仓 |
| EENSIGNENSG |
| 1.54% | 1.38% | $1,155.6万 | 7.2万股 | $963.6万 | 4.8万股 | +2.4万股+50.75% | 加仓 |
 诺和诺德NVO |
| 1.34% | 1.11% | $1,002.4万 | 20.9万股 | $769.9万 | 21.0万股 | -419股-0.20% | 减仓 |
 COPART COMCPRT |
| 1.28% | 1.79% | $959.1万 | 34.0万股 | $1,246.6万 | 37.5万股 | -3.5万股-9.39% | 减仓 |
 百事可乐PEP |
| 1.27% | 1.57% | $953.7万 | 7.0万股 | $1,092.5万 | 7.0万股 | +87股+0.12% | 加仓 |
 艾伯维ABBV |
| 1.25% | 1.2% | $938.6万 | 3.7万股 | $834.1万 | 3.8万股 | -1,048股-2.73% | 减仓 |
 美国运通AXP |
| 1.04% | 0.98% | $780.7万 | 2.3万股 | $684.1万 | 2.3万股 | +465股+2.06% | 加仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 1.03% | 1.31% | $768.1万 | 4.6万股 | $909.5万 | 5.2万股 | -6,352股-12.11% | 减仓 |
 宣伟SHW |
| 1% | 1.86% | $747.0万 | 2.2万股 | $1,297.3万 | 4.0万股 | -1.9万股-46.39% | 减仓 |
 Meta平台META |
| 0.97% | 1.21% | $722.5万 | 1.3万股 | $842.3万 | 1.5万股 | -1,896股-12.88% | 减仓 |
 史赛克SYK |
| 0.91% | 1.26% | $683.9万 | 2.2万股 | $877.4万 | 2.7万股 | -4,979股-18.65% | 减仓 |
 VisaV |
| 0.84% | 0.77% | $631.4万 | 1.8万股 | $538.4万 | 1.8万股 | +588股+3.30% | 加仓 |
 WILLIAMS SONOMAWSM |
| 0.79% | 0.6% | $591.1万 | 2.5万股 | $420.3万 | 2.3万股 | +2,310股+10.02% | 加仓 |
 加拿大国家铁路CNI |
| 0.78% | 0.77% | $587.1万 | 4.9万股 | $539.5万 | 5.2万股 | -3,259股-6.21% | 减仓 |
 哈勃HUBB |
| 0.69% | 0.22% | $515.9万 | 9,861股 | $155.1万 | 3,161股 | +6,700股+211.96% | 加仓 |
 PRIMERICAPRI |
| 0.67% | 0.63% | $501.4万 | 1.8万股 | $436.9万 | 1.7万股 | +201股+1.15% | 加仓 |
| AALLEGION ORD SHSCBRE |
| 0.66% | 0.81% | $492.0万 | 3.5万股 | $566.0万 | 3.9万股 | -3,938股-10.11% | 减仓 |
 思科CSCO |
| 0.58% | 0.41% | $435.0万 | 3.7万股 | $285.5万 | 3.7万股 | +243股+0.66% | 加仓 |
 NETFLIXNFLX |
| 0.56% | — | $416.1万 | 5.8万股 | $0 | 0股 | +5.8万股 | 新买入 |
| IITURAN LOCATION AND CONTROL SHSITRN |
| 0.44% | — | $328.5万 | 5.4万股 | $0 | 0股 | +5.4万股 | 新买入 |
 SERVICE INTLSCI |
| 0.42% | 0.63% | $314.4万 | 4.1万股 | $437.0万 | 5.3万股 | -1.2万股-21.87% | 减仓 |
 希捷STX |
| 0.37% | 0.2% | $277.0万 | 2,870股 | $140.3万 | 3,581股 | -711股-19.85% | 减仓 |
 ExelixisEXEL |
| 0.36% | — | $265.8万 | 4.9万股 | $0 | 0股 | +4.9万股 | 新买入 |
 埃森哲ACN |
| 0.35% | 1.2% | $262.8万 | 2.1万股 | $836.0万 | 4.2万股 | -2.1万股-49.91% | 减仓 |
 LAUREATE EDLAUR |
| 0.32% | 0.08% | $237.6万 | 6.5万股 | $54.3万 | 1.6万股 | +5.0万股+319.68% | 加仓 |
 伊顿ETN |
| 0.31% | — | $230.9万 | 5,418股 | $0 | 0股 | +5,418股 | 新买入 |
