| OOREILLY AUTOMOTIVE COMORLY |
| 9.16% | 9.6% | $8,408.4万 | 91.3万股 | $8,735.2万 | 94.6万股 | -3.3万股-3.51% | 减仓 |
 TJXTJX |
| 5.52% | 6.13% | $5,065.2万 | 33.4万股 | $5,570.9万 | 34.9万股 | -1.4万股-4.16% | 减仓 |
 强生JNJ |
| 5.34% | 5.35% | $4,902.1万 | 19.3万股 | $4,869.0万 | 19.9万股 | -6,171股-3.10% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 5.12% | 5.15% | $4,703.4万 | 9.4万股 | $4,686.6万 | 9.8万股 | -3,807股-3.89% | 减仓 |
| FFASTENAL COMFAST |
| 5.05% | 5.09% | $4,637.5万 | 96.6万股 | $4,633.6万 | 99.9万股 | -3.3万股-3.31% | 减仓 |
 安费诺APH |
| 4.05% | 3.1% | $3,714.5万 | 21.1万股 | $2,816.3万 | 22.3万股 | -1.2万股-5.49% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.6% | 3.12% | $3,302.5万 | 9.3万股 | $2,834.6万 | 9.9万股 | -5,345股-5.41% | 减仓 |
 AGILENT TECHNOLOGIES COMA |
| 3.19% | 2.86% | $2,931.3万 | 22.1万股 | $2,598.5万 | 22.8万股 | -7,305股-3.20% | 减仓 |
 好市多COST |
| 3.13% | 3.48% | $2,870.1万 | 3.1万股 | $3,163.4万 | 3.2万股 | -1,066股-3.36% | 减仓 |
 NORDSONNDSN |
| 3.11% | 2.83% | $2,853.6万 | 9.5万股 | $2,573.9万 | 9.7万股 | -2,155股-2.23% | 减仓 |
 WASTE CONNECTIONSWCN |
| 2.84% | 2.82% | $2,602.1万 | 15.6万股 | $2,568.9万 | 15.8万股 | -2,040股-1.29% | 减仓 |
 IDEXX LABS COMIDXX |
| 2.82% | 3.09% | $2,590.6万 | 4.9万股 | $2,814.2万 | 5.0万股 | -875股-1.75% | 减仓 |
 IDEXIEX |
| 2.72% | 2.34% | $2,496.8万 | 11.0万股 | $2,127.5万 | 11.2万股 | -2,222股-1.98% | 减仓 |
 SterisSTE |
| 2.66% | 2.46% | $2,441.8万 | 11.6万股 | $2,236.5万 | 10.1万股 | +1.5万股+14.65% | 加仓 |
 雅培ABT |
| 2.61% | 2.83% | $2,398.3万 | 26.4万股 | $2,575.0万 | 25.1万股 | +1.3万股+5.38% | 加仓 |
 VERISK ANALYTICS COMVRSK |
| 2.5% | 2.7% | $2,293.0万 | 12.8万股 | $2,459.3万 | 13.0万股 | -1,889股-1.46% | 减仓 |
 万事达MA |
| 2.39% | 2.4% | $2,192.5万 | 4.3万股 | $2,183.8万 | 4.4万股 | -1,017股-2.33% | 减仓 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 2.35% | 2.77% | $2,156.1万 | 4.8万股 | $2,517.4万 | 4.8万股 | -350股-0.73% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 2.28% | 2.29% | $2,096.8万 | 28股 | $2,082.6万 | 29股 | -1股-3.45% | 减仓 |
 艾伯维ABBV |
| 2.1% | 1.89% | $1,930.6万 | 7.7万股 | $1,720.0万 | 7.9万股 | -2,367股-2.99% | 减仓 |
 PAYCHEX COMPAYX |
| 1.99% | 1.92% | $1,823.3万 | 18.5万股 | $1,744.0万 | 18.9万股 | -3,890股-2.05% | 减仓 |
 埃克森美孚XOM |
| 1.66% | 2.14% | $1,527.1万 | 11.2万股 | $1,950.6万 | 11.5万股 | -3,270股-2.84% | 减仓 |
 梅特勒托利多MTD |
| 1.42% | 1.34% | $1,305.9万 | 1.0万股 | $1,216.3万 | 9,644股 | +578股+5.99% | 加仓 |
 沃特世WAT |
| 1.34% | 1.08% | $1,233.0万 | 3.3万股 | $984.9万 | 3.3万股 | -197股-0.60% | 减仓 |
 礼来LLY |
| 1.26% | 0.99% | $1,160.4万 | 9,675股 | $899.1万 | 9,775股 | -100股-1.02% | 减仓 |
 百事可乐PEP |
| 1.26% | 1.5% | $1,154.8万 | 8.5万股 | $1,361.1万 | 8.8万股 | -2,365股-2.70% | 减仓 |
 COPART COMCPRT |
| 1.05% | 1.23% | $965.2万 | 34.2万股 | $1,120.1万 | 33.7万股 | +5,000股+1.48% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 1% | 0.85% | $919.4万 | 3.7万股 | $777.0万 | 3.7万股 | 00.00% | 持仓不变 |
 3M COMMMM |
| 1% | 0.87% | $914.5万 | 5.6万股 | $794.0万 | 5.5万股 | +1,808股+3.31% | 加仓 |
 AMETEK COMAME |
| 0.99% | 0.94% | $907.7万 | 3.8万股 | $856.8万 | 4.0万股 | -2,455股-6.14% | 减仓 |
 ILLINOIS TOOLITW |
| 0.97% | 0.97% | $893.4万 | 3.3万股 | $882.1万 | 3.4万股 | -858股-2.53% | 减仓 |
 宝洁PG |
| 0.7% | 0.7% | $643.5万 | 4.4万股 | $635.2万 | 4.4万股 | -90股-0.20% | 减仓 |
 KNIGHT-SWIFT TRANSN CL AKNX |
| 0.7% | 1.29% | $641.8万 | 8.2万股 | $1,171.4万 | 20.3万股 | -12.1万股-59.48% | 减仓 |
 DONALDSONDCI |
| 0.66% | 0.63% | $609.1万 | 6.8万股 | $577.0万 | 6.8万股 | -130股-0.19% | 减仓 |
 可口可乐KO |
| 0.66% | 0.61% | $603.3万 | 7.4万股 | $555.0万 | 7.3万股 | +1,262股+1.73% | 加仓 |
 摩根大通JPM |
| 0.6% | 0.61% | $551.1万 | 1.7万股 | $556.1万 | 1.9万股 | -2,070股-10.95% | 减仓 |
 微软MSFT |
| 0.59% | 0.59% | $540.1万 | 1.4万股 | $541.0万 | 1.5万股 | -135股-0.92% | 减仓 |
 SMITH A OAOS |
| 0.54% | 0.53% | $496.9万 | 7.9万股 | $485.6万 | 7.4万股 | +5,575股+7.57% | 加仓 |
 ADOBE COMADBE |
| 0.43% | 0.59% | $391.0万 | 1.9万股 | $536.1万 | 2.2万股 | -2,985股-13.53% | 减仓 |
 默沙东MRK |
| 0.4% | 0.39% | $369.5万 | 2.9万股 | $351.9万 | 2.9万股 | -500股-1.71% | 减仓 |
 空气化工APD |
| 0.4% | 0.4% | $369.0万 | 1.3万股 | $365.6万 | 1.3万股 | 00.00% | 持仓不变 |
 CARLISLE COSCSL |
| 0.4% | 0.36% | $362.6万 | 9,995股 | $331.5万 | 9,935股 | +60股+0.60% | 加仓 |
 EAGLE MATLSEXP |
| 0.37% | 0.29% | $336.5万 | 1.5万股 | $264.2万 | 1.4万股 | +1,010股+7.24% | 加仓 |
 苹果AAPL |
| 0.35% | 0.37% | $317.3万 | 1.1万股 | $337.0万 | 1.3万股 | -2,310股-17.40% | 减仓 |
 ZOETIS CL AZTS |
| 0.32% | 0.54% | $292.2万 | 4.1万股 | $492.7万 | 4.2万股 | -1,025股-2.46% | 减仓 |
 GRACOGGG |
| 0.3% | 0.34% | $279.4万 | 3.7万股 | $312.8万 | 3.7万股 | 00.00% | 持仓不变 |
 VONTIER COMVNT |
| 0.3% | 0.37% | $279.1万 | 9.6万股 | $338.9万 | 9.6万股 | +700股+0.73% | 加仓 |
 GE航空GE |
| 0.3% | 0.23% | $274.4万 | 7,343股 | $209.7万 | 7,391股 | -48股-0.65% | 减仓 |
 MCCORMICK & COM NON VTGMKC |
| 0.28% | 0.29% | $254.1万 | 5.0万股 | $261.8万 | 5.2万股 | -1,500股-2.89% | 减仓 |
 VisaV |
| 0.27% | 0.24% | $250.4万 | 7,299股 | $216.1万 | 7,149股 | +150股+2.10% | 加仓 |
