 谷歌AGOOGL |
| 6.91% | 8.21% | $2.85亿 | 79.7万股 | $4.17亿 | 144.9万股 | -65.2万股-44.99% | 减仓 |
 微软MSFT |
| 6.67% | 8.55% | $2.75亿 | 73.7万股 | $4.33亿 | 117.1万股 | -43.4万股-37.05% | 减仓 |
 亚马逊AMZN |
| 6.09% | 5.01% | $2.51亿 | 105.4万股 | $2.54亿 | 121.9万股 | -16.5万股-13.55% | 减仓 |
 苹果AAPL |
| 6.04% | 7.98% | $2.49亿 | 86.1万股 | $4.05亿 | 159.6万股 | -73.5万股-46.05% | 减仓 |
 英伟达NVDA |
| 5.81% | 5.61% | $2.40亿 | 119.7万股 | $2.85亿 | 163.2万股 | -43.5万股-26.63% | 减仓 |
 科磊KLAC |
| 5.78% | 4.81% | $2.38亿 | 79.0万股 | $2.44亿 | 16.6万股 | +62.5万股+377.20% | 加仓 |
 史赛克SYK |
| 4.5% | 4.51% | $1.86亿 | 59.0万股 | $2.29亿 | 69.6万股 | -10.7万股-15.32% | 减仓 |
 宣伟SHW |
| 4.5% | 3.96% | $1.86亿 | 53.9万股 | $2.01亿 | 62.6万股 | -8.7万股-13.93% | 减仓 |
 礼来LLY |
| 4.47% | 4.18% | $1.84亿 | 15.4万股 | $2.12亿 | 23.1万股 | -7.7万股-33.35% | 减仓 |
 万事达MA |
| 4.33% | 4.84% | $1.79亿 | 34.8万股 | $2.45亿 | 49.1万股 | -14.3万股-29.17% | 减仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 3.98% | 3.94% | $1.64亿 | 98.5万股 | $2.00亿 | 115.1万股 | -16.6万股-14.45% | 减仓 |
 博通AVGO |
| 3.59% | 2.72% | $1.48亿 | 39.2万股 | $1.38亿 | 44.6万股 | -5.4万股-12.02% | 减仓 |
 WASTE MGMT DELWM |
| 3.41% | 2.95% | $1.41亿 | 63.1万股 | $1.50亿 | 65.1万股 | -2.0万股-3.11% | 减仓 |
 宝洁PG |
| 3.06% | 2.84% | $1.26亿 | 86.0万股 | $1.44亿 | 99.7万股 | -13.7万股-13.73% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 2.81% | 2.77% | $1.16亿 | 30.9万股 | $1.41亿 | 50.6万股 | -19.7万股-39.00% | 减仓 |
 摩托罗拉解决方案MSI |
| 2.81% | 1.45% | $1.16亿 | 27.9万股 | $7,355.4万 | 16.9万股 | +10.9万股+64.45% | 加仓 |
 安费诺APH |
| 2.63% | 0.56% | $1.08亿 | 61.5万股 | $2,847.5万 | 22.5万股 | +38.9万股+172.74% | 加仓 |
 雅培ABT |
| 1.95% | 3.01% | $8,032.9万 | 88.5万股 | $1.53亿 | 148.6万股 | -60.1万股-40.43% | 减仓 |
 VeevaVEEV |
| 1.93% | 1.96% | $7,977.1万 | 44.9万股 | $9,950.6万 | 56.6万股 | -11.7万股-20.65% | 减仓 |
 TJXTJX |
| 1.85% | 0.07% | $7,623.2万 | 50.3万股 | $369.9万 | 2.3万股 | +48.0万股+2,072.63% | 加仓 |
 VERISK ANALYTICS COMVRSK |
| 1.65% | 1.8% | $6,806.5万 | 37.9万股 | $9,136.3万 | 48.1万股 | -10.2万股-21.26% | 减仓 |
 Meta平台META |
| 1.49% | 3.85% | $6,165.6万 | 10.9万股 | $1.95亿 | 34.1万股 | -23.2万股-67.92% | 减仓 |
 麦当劳MCD |
| 1.48% | 1.69% | $6,097.4万 | 22.6万股 | $8,585.9万 | 27.6万股 | -5.1万股-18.35% | 减仓 |
 EquifaxEFX |
| 1.43% | 2.78% | $5,881.4万 | 37.1万股 | $1.41亿 | 78.3万股 | -41.3万股-52.68% | 减仓 |
 CINTAS COMCTAS |
| 1.38% | — | $5,674.4万 | 33.4万股 | $0 | 0股 | +33.4万股 | 新买入 |
 IDEXX LABS COMIDXX |
| 1.35% | 0.04% | $5,564.9万 | 10.6万股 | $200.6万 | 3,570股 | +10.2万股+2,861.04% | 加仓 |
 BroadridgeBR |
| 1.26% | 2.74% | $5,205.8万 | 38.0万股 | $1.39亿 | 85.6万股 | -47.6万股-55.58% | 减仓 |
 COPART COMCPRT |
| 0.85% | 1.05% | $3,505.9万 | 124.4万股 | $5,323.4万 | 160.3万股 | -36.0万股-22.44% | 减仓 |
 ADPADP |
| 0.45% | 0.42% | $1,847.4万 | 8.2万股 | $2,131.3万 | 10.5万股 | -2.2万股-21.36% | 减仓 |
 甲骨文ORCL |
| 0.42% | 0.35% | $1,735.1万 | 11.8万股 | $1,776.9万 | 12.1万股 | -2,396股-1.98% | 减仓 |
 艺康ECL |
| 0.39% | 0.31% | $1,628.1万 | 5.8万股 | $1,565.8万 | 5.9万股 | -424股-0.72% | 减仓 |
| TTRUST FOR PROFESSIONAL MANAGJGRW |
| 0.36% | 0.28% | $1,477.7万 | 54.5万股 | $1,397.4万 | 57.5万股 | -3.0万股-5.20% | 减仓 |
 沃特世WAT |
| 0.35% | 0.23% | $1,446.4万 | 3.9万股 | $1,154.5万 | 3.9万股 | -200股-0.52% | 减仓 |
 百事可乐PEP |
| 0.26% | 0.25% | $1,082.2万 | 8.0万股 | $1,263.1万 | 8.1万股 | -1,408股-1.73% | 减仓 |
 高露洁CL |
| 0.26% | 0.2% | $1,056.4万 | 11.5万股 | $1,011.2万 | 11.9万股 | -3,411股-2.88% | 减仓 |
 艾默生电气EMR |
| 0.26% | 0.19% | $1,054.9万 | 7.4万股 | $976.0万 | 7.4万股 | -799股-1.07% | 减仓 |
 可口可乐KO |
| 0.22% | 0.17% | $907.5万 | 11.2万股 | $849.1万 | 11.2万股 | +17股+0.02% | 加仓 |
 AON SHS CL AAON |
| 0.21% | 0.16% | $855.4万 | 2.6万股 | $825.3万 | 2.6万股 | +220股+0.86% | 加仓 |
 台积电TSM |
| 0.18% | 0.11% | $758.6万 | 1.6万股 | $555.2万 | 1.6万股 | -543股-3.31% | 减仓 |
 ADOBE COMADBE |
| 0.17% | 0.16% | $687.7万 | 3.4万股 | $822.4万 | 3.4万股 | -287股-0.85% | 减仓 |
 埃森哲ACN |
| 0.16% | 0.23% | $650.0万 | 5.2万股 | $1,156.5万 | 5.8万股 | -6,089股-10.44% | 减仓 |
 皇冠控股CCK |
| 0.14% | 0.11% | $588.0万 | 5.3万股 | $570.5万 | 5.7万股 | -4,320股-7.59% | 减仓 |
 CLOROX DELCLX |
| 0.11% | 0.09% | $456.3万 | 4.8万股 | $478.4万 | 4.6万股 | +1,640股+3.55% | 加仓 |
 LabcorpECL |
| 0.11% | 0.1% | $449.4万 | 1.6万股 | $493.1万 | 1.8万股 | -2,430股-13.15% | 减仓 |
 3M COMMMM |
| 0.11% | 0.08% | $447.2万 | 2.8万股 | $401.3万 | 2.8万股 | -11股-0.04% | 减仓 |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 0.1% | 0.13% | $402.3万 | 10.4万股 | $652.9万 | 10.6万股 | -2,550股-2.40% | 减仓 |
| EENCOMPASS HEALTH COMEHC |
| 0.1% | 0.1% | $396.8万 | 3.9万股 | $490.0万 | 5.1万股 | -1.1万股-22.50% | 减仓 |
 固安捷GWW |
| 0.09% | 0.07% | $371.7万 | 2,732股 | $342.5万 | 3,140股 | -408股-12.99% | 减仓 |
 PRICE T ROWE COMTROW |
| 0.09% | 0.06% | $363.2万 | 3.2万股 | $288.0万 | 3.2万股 | 00.00% | 持仓不变 |
 ROSS STORES COMROST |
| 0.09% | 0.09% | $359.1万 | 1.7万股 | $477.1万 | 2.2万股 | -5,152股-23.39% | 减仓 |
