 Arista网络ANET |
| 12.47% | 14.69% | $3.19亿 | 187.8万股 | $2.43亿 | 197.7万股 | -9.9万股-5.02% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 12.46% | 17.98% | $3.19亿 | 90.2万股 | $2.97亿 | 103.6万股 | -13.4万股-12.92% | 减仓 |
 VisaV |
| 9.76% | — | $2.50亿 | 72.7万股 | $0 | 0股 | +72.7万股 | 新买入 |
 IDEXX LABS COMIDXX |
| 8.62% | — | $2.21亿 | 41.9万股 | $0 | 0股 | +41.9万股 | 新买入 |
 好市多COST |
| 8.58% | 14.38% | $2.19亿 | 23.5万股 | $2.38亿 | 23.8万股 | -3,877股-1.63% | 减仓 |
 微软MSFT |
| 7.19% | 11.01% | $1.84亿 | 49.3万股 | $1.82亿 | 49.2万股 | +1,495股+0.30% | 加仓 |
 梅特勒托利多MTD |
| 6.98% | 10.64% | $1.79亿 | 14.0万股 | $1.76亿 | 13.9万股 | +434股+0.31% | 加仓 |
 芝加哥商品交易所CME |
| 6.8% | — | $1.74亿 | 78.8万股 | $0 | 0股 | +78.8万股 | 新买入 |
 ADPADP |
| 6.3% | 8.31% | $1.61亿 | 72.0万股 | $1.37亿 | 67.6万股 | +4.4万股+6.50% | 加仓 |
 家得宝HD |
| 3.9% | 5.63% | $9,965.1万 | 28.3万股 | $9,309.5万 | 28.3万股 | -504股-0.18% | 减仓 |
 DONALDSONDCI |
| 3.35% | 4.89% | $8,576.6万 | 95.5万股 | $8,080.5万 | 95.2万股 | +3,294股+0.35% | 加仓 |
| Q高通QCOM |
| 3.34% | 4.05% | $8,546.5万 | 46.2万股 | $6,699.1万 | 52.0万股 | -5.8万股-11.09% | 减仓 |
 英特尔INTC |
| 2.61% | 1.56% | $6,686.7万 | 47.9万股 | $2,573.1万 | 58.3万股 | -10.4万股-17.87% | 减仓 |
 RELX SPONSORED ADRRELX |
| 1.89% | — | $4,833.0万 | 152.6万股 | $0 | 0股 | +152.6万股 | 新买入 |
 AMD超威AMD |
| 1.88% | 1.02% | $4,809.8万 | 8.3万股 | $1,684.3万 | 8.3万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.86% | 1.17% | $2,197.5万 | 7.6万股 | $1,934.3万 | 7.6万股 | -275股-0.36% | 减仓 |
 金罗斯黄金KGC |
| 0.36% | 0.71% | $912.4万 | 38.6万股 | $1,180.8万 | 38.7万股 | -600股-0.16% | 减仓 |
 DANAHER DEL COMDHR |
| 0.34% | 0.53% | $871.1万 | 4.6万股 | $870.5万 | 4.6万股 | -180股-0.39% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.34% | 0.58% | $870.8万 | 6.9万股 | $960.6万 | 6.9万股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.28% | 0.46% | $711.4万 | 5.5万股 | $760.4万 | 6.3万股 | -7,850股-12.42% | 减仓 |
 BIO-TECHNETECH |
| 0.2% | 0.23% | $521.8万 | 7.4万股 | $385.9万 | 7.4万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.16% | 0.22% | $421.4万 | 1.2万股 | $368.4万 | 1.3万股 | -1,020股-7.96% | 减仓 |
 Ionis制药IONS |
| 0.15% | 0.23% | $393.1万 | 5.0万股 | $372.3万 | 5.0万股 | 00.00% | 持仓不变 |
 ANALOG DEVICES COMADI |
| 0.15% | 0.18% | $371.3万 | 9,349股 | $297.4万 | 9,349股 | 00.00% | 持仓不变 |
 哈勃HUBB |
| 0.13% | 0.2% | $344.6万 | 6,587股 | $323.3万 | 6,587股 | 00.00% | 持仓不变 |
 JEFFERIES FINANCIAL INJEF |
| 0.11% | 0.17% | $293.5万 | 5.9万股 | $283.6万 | 6.9万股 | -1.0万股-14.55% | 减仓 |
 百事可乐PEP |
| 0.07% | 0.13% | $182.4万 | 1.3万股 | $209.2万 | 1.3万股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.06% | 0.09% | $156.0万 | 3,038股 | $151.8万 | 3,038股 | 00.00% | 持仓不变 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.05% | 0.1% | $140.4万 | 1.7万股 | $168.9万 | 2.0万股 | -3,350股-16.38% | 减仓 |
 VERALTO COM SHSVLTO |
| 0.05% | — | $132.2万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 康宁GLW |
| 0.05% | 0.04% | $127.7万 | 5,000股 | $68.0万 | 5,000股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.05% | 0.08% | $115.6万 | 1.0万股 | $129.7万 | 1.0万股 | -233股-2.23% | 减仓 |
 英伟达NVDA |
| 0.04% | 0.05% | $102.1万 | 5,102股 | $89.0万 | 5,102股 | 00.00% | 持仓不变 |
 FORTIVE COMFTV |
| 0.04% | 0.05% | $93.0万 | 1.5万股 | $84.2万 | 1.5万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.03% | 0.05% | $84.2万 | 1,127股 | $75.9万 | 1,167股 | -40股-3.43% | 减仓 |
| KKKR & COMKKR |
| 0.03% | — | $67.9万 | 7,395股 | $0 | 0股 | +7,395股 | 新买入 |
 卡特彼勒CAT |
| 0.03% | 0.03% | $65.1万 | 611股 | $43.3万 | 611股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.02% | 0.04% | $61.9万 | 1,237股 | $64.2万 | 1,339股 | -102股-7.62% | 减仓 |
 亚马逊AMZN |
| 0.02% | 0.03% | $57.7万 | 2,420股 | $51.0万 | 2,448股 | -28股-1.14% | 减仓 |
 埃克森美孚XOM |
| 0.02% | 0.04% | $54.5万 | 3,983股 | $67.6万 | 3,987股 | -4股-0.10% | 减仓 |
 EMCOREME |
| 0.02% | — | $50.1万 | 604股 | $0 | 0股 | +604股 | 新买入 |
 摩根大通JPM |
| 0.02% | 0.03% | $49.5万 | 1,511股 | $46.4万 | 1,579股 | -68股-4.31% | 减仓 |
 莫德纳MRNA |
| 0.02% | — | $43.2万 | 6,172股 | $0 | 0股 | +6,172股 | 新买入 |
| RRALLIANT CORP COMRAL |
| 0.01% | 0.01% | $37.4万 | 5,076股 | $21.1万 | 5,076股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 0.01% | 0.02% | $36.4万 | 727股 | $39.1万 | 796股 | -69股-8.67% | 减仓 |
 MATERIONMTRN |
| 0.01% | — | $35.7万 | 1,200股 | $0 | 0股 | +1,200股 | 新买入 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.01% | — | $34.6万 | 803股 | $0 | 0股 | +803股 | 新买入 |
 台积电TSM |
| 0.01% | 0.01% | $33.4万 | 699股 | $23.6万 | 699股 | 00.00% | 持仓不变 |
| SSM ENERGYSM |
| 0.01% | 0.02% | $31.1万 | 1.2万股 | $37.1万 | 1.2万股 | 00.00% | 持仓不变 |
| EENERGY VAULTNRGV |
| 0.01% | — | $30.9万 | 6.6万股 | $0 | 0股 | +6.6万股 | 新买入 |
