 谷歌AGOOGL |
| 7.48% | 6.78% | $1.00亿 | 28.1万股 | $8,694.7万 | 30.2万股 | -2.1万股-7.00% | 减仓 |
 英伟达NVDA |
| 7.39% | 8.02% | $9,935.9万 | 49.7万股 | $1.03亿 | 59.0万股 | -9.4万股-15.85% | 减仓 |
 亚马逊AMZN |
| 6.59% | 6.46% | $8,853.9万 | 37.1万股 | $8,284.1万 | 39.8万股 | -2.6万股-6.61% | 减仓 |
 博通AVGO |
| 5.95% | 5.11% | $7,993.5万 | 21.2万股 | $6,549.7万 | 21.2万股 | -8股-0.00% | 减仓 |
 微软MSFT |
| 5.44% | 5.74% | $7,312.6万 | 19.6万股 | $7,368.8万 | 19.9万股 | -3,028股-1.52% | 减仓 |
 伊顿ETN |
| 3.98% | 2.92% | $5,347.6万 | 12.5万股 | $3,751.7万 | 10.5万股 | +2.1万股+19.64% | 加仓 |
 安费诺APH |
| 3.79% | 3.88% | $5,096.5万 | 28.9万股 | $4,981.4万 | 39.4万股 | -10.5万股-26.69% | 减仓 |
 Meta平台META |
| 3.76% | 3.89% | $5,051.6万 | 9.0万股 | $4,987.6万 | 8.7万股 | +2,505股+2.87% | 加仓 |
 PALO ALTOPANW |
| 2.99% | 1.03% | $4,013.6万 | 11.8万股 | $1,320.1万 | 8.2万股 | +3.5万股+42.93% | 加仓 |
 万事达MA |
| 2.73% | 3% | $3,670.6万 | 7.1万股 | $3,853.0万 | 7.7万股 | -5,644股-7.32% | 减仓 |
 台积电TSM |
| 2.5% | 0.46% | $3,356.2万 | 7.0万股 | $588.0万 | 1.7万股 | +5.3万股+303.93% | 加仓 |
| T赛默飞世尔TMO |
| 2.33% | 2.53% | $3,124.1万 | 6.2万股 | $3,239.9万 | 6.6万股 | -3,602股-5.46% | 减仓 |
 MERCADOLIBRE COMMELI |
| 2.24% | 2.51% | $3,012.4万 | 1.8万股 | $3,214.6万 | 1.9万股 | -845股-4.54% | 减仓 |
 苹果AAPL |
| 2.19% | 3.45% | $2,940.2万 | 10.2万股 | $4,427.2万 | 17.4万股 | -7.3万股-41.75% | 减仓 |
 BOOKING COMBKNG |
| 2.18% | 2.31% | $2,931.7万 | 16.4万股 | $2,967.3万 | 7,047股 | +15.7万股+2,234.06% | 加仓 |
 德州仪器TXN |
| 2.13% | 0.54% | $2,860.2万 | 9.6万股 | $692.7万 | 3.6万股 | +6.0万股+168.95% | 加仓 |
 TJXTJX |
| 2.11% | 3.25% | $2,839.2万 | 18.7万股 | $4,169.1万 | 26.1万股 | -7.4万股-28.21% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.08% | 2.24% | $2,789.5万 | 5.6万股 | $2,869.9万 | 6.0万股 | -4,143股-6.92% | 减仓 |
 汽车地带AZO |
| 2.07% | 2.47% | $2,784.9万 | 8,714股 | $3,164.6万 | 9,369股 | -655股-6.99% | 减仓 |
 阿斯麦ASML |
| 2.07% | 2.36% | $2,778.1万 | 1.4万股 | $3,023.8万 | 2.3万股 | -8,929股-39.00% | 减仓 |
 LINCOLN ELECLECO |
| 1.98% | 0.83% | $2,656.1万 | 10.0万股 | $1,063.0万 | 4.3万股 | +5.7万股+134.40% | 加仓 |
 VisaV |
| 1.65% | 1.61% | $2,223.7万 | 6.5万股 | $2,061.1万 | 6.8万股 | -3,383股-4.96% | 减仓 |
 宣伟SHW |
| 1.59% | 1.67% | $2,143.0万 | 6.2万股 | $2,138.6万 | 6.7万股 | -4,479股-6.71% | 减仓 |
 标普全球SPGI |
| 1.46% | 2.13% | $1,957.5万 | 4.8万股 | $2,729.0万 | 6.4万股 | -1.6万股-25.09% | 减仓 |
 WASTE MGMT DELWM |
| 1.45% | 2.05% | $1,953.6万 | 8.8万股 | $2,628.5万 | 11.4万股 | -2.7万股-23.37% | 减仓 |
 史赛克SYK |
| 1.45% | — | $1,951.9万 | 6.2万股 | $0 | 0股 | +6.2万股 | 新买入 |
 BJS WHSL CLUBBJ |
| 1.05% | 1.34% | $1,406.4万 | 16.1万股 | $1,722.9万 | 17.5万股 | -1.4万股-7.89% | 减仓 |
 财捷INTU |
| 1.04% | 1.95% | $1,400.6万 | 5.4万股 | $2,505.0万 | 5.8万股 | -4,272股-7.37% | 减仓 |
 VistraVST |
| 1.04% | 1.13% | $1,394.8万 | 8.8万股 | $1,447.7万 | 9.6万股 | -8,374股-8.70% | 减仓 |
 FEDERAL SIGNALFSS |
| 0.82% | 0.78% | $1,108.4万 | 8.6万股 | $995.9万 | 9.2万股 | -5,827股-6.33% | 减仓 |
 芝加哥商品交易所CME |
| 0.73% | 1.06% | $978.8万 | 4.4万股 | $1,359.5万 | 4.6万股 | -1,707股-3.71% | 减仓 |
 星座能源CEG |
| 0.7% | 0.88% | $943.9万 | 3.8万股 | $1,128.1万 | 4.0万股 | -2,391股-5.92% | 减仓 |
 MCKESSON COMMCK |
| 0.64% | 0.81% | $860.9万 | 1.1万股 | $1,040.5万 | 1.2万股 | -630股-5.24% | 减仓 |
 甲骨文ORCL |
| 0.63% | — | $840.3万 | 5.7万股 | $0 | 0股 | +5.7万股 | 新买入 |
 摩根大通JPM |
| 0.62% | 0.59% | $829.7万 | 2.5万股 | $758.0万 | 2.6万股 | -423股-1.64% | 减仓 |
 家得宝HD |
| 0.6% | 0.59% | $800.8万 | 2.3万股 | $760.7万 | 2.3万股 | -421股-1.82% | 减仓 |
 CINTAS COMCTAS |
| 0.53% | 0.8% | $716.3万 | 4.2万股 | $1,023.2万 | 6.0万股 | -1.8万股-30.38% | 减仓 |
 联合太平洋铁路UNP |
| 0.53% | 0.5% | $714.5万 | 2.6万股 | $644.0万 | 2.7万股 | -273股-1.03% | 减仓 |
 威瑞信VRSN |
| 0.51% | 0.98% | $678.7万 | 2.7万股 | $1,254.1万 | 5.0万股 | -2.4万股-46.57% | 减仓 |
| BBADGER METERBMI |
| 0.44% | 0.53% | $596.3万 | 4.0万股 | $676.7万 | 4.4万股 | -4,233股-9.53% | 减仓 |
 BLACK HILLSBKH |
| 0.41% | 0.41% | $553.1万 | 7.4万股 | $521.3万 | 7.5万股 | -762股-1.01% | 减仓 |
 贝莱德·INC COMBLK |
| 0.37% | — | $493.9万 | 5,136股 | $0 | 0股 | +5,136股 | 新买入 |
 雪佛龙CVX |
| 0.36% | 0.48% | $485.5万 | 2.9万股 | $614.9万 | 3.0万股 | -430股-1.45% | 减仓 |
 联合健康UNH |
| 0.36% | 0.34% | $481.0万 | 1.2万股 | $439.0万 | 1.6万股 | -4,650股-28.66% | 减仓 |
 麦当劳MCD |
| 0.36% | 0.37% | $478.1万 | 1.8万股 | $469.8万 | 1.5万股 | +2,570股+17.00% | 加仓 |
| WWEC ENERGY COMIDU |
| 0.35% | 0.37% | $474.8万 | 4.1万股 | $475.6万 | 4.1万股 | -413股-1.01% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.34% | 0.29% | $459.3万 | 1.3万股 | $372.9万 | 1.3万股 | 00.00% | 持仓不变 |
 ALTRIAMO |
| 0.34% | 0.43% | $457.7万 | 6.4万股 | $551.2万 | 8.4万股 | -2.0万股-23.85% | 减仓 |
 FERRARI COMRACE |
| 0.33% | 0.33% | $439.7万 | 1.2万股 | $427.9万 | 1.3万股 | -832股-6.58% | 减仓 |
 NAPCO SEC TECHNOLOGIESNSSC |
| 0.31% | 0.37% | $414.7万 | 10.9万股 | $474.8万 | 12.1万股 | -1.1万股-9.40% | 减仓 |
