 泛林集团LRCX |
| 7.02% | 5.06% | $3,197.8万 | 7.4万股 | $2,046.8万 | 9.6万股 | -2.2万股-22.97% | 减仓 |
 谷歌AGOOGL |
| 4.43% | 4.1% | $2,018.6万 | 5.6万股 | $1,661.6万 | 5.8万股 | -1,296股-2.24% | 减仓 |
 安费诺APH |
| 4.12% | 3.54% | $1,879.1万 | 10.7万股 | $1,433.5万 | 11.3万股 | -6,879股-6.06% | 减仓 |
 礼来LLY |
| 3.37% | 2.86% | $1,537.4万 | 1.3万股 | $1,157.3万 | 1.3万股 | +236股+1.88% | 加仓 |
 苹果AAPL |
| 3.3% | 3.3% | $1,502.0万 | 5.2万股 | $1,337.8万 | 5.3万股 | -802股-1.52% | 减仓 |
 HEICOHEI |
| 3.13% | 2.54% | $1,427.6万 | 4.0万股 | $1,028.9万 | 3.8万股 | +2,556股+6.81% | 加仓 |
 MONOLITHIC PWR SYSMPWR |
| 3.12% | 3.15% | $1,424.0万 | 1.0万股 | $1,275.4万 | 1.2万股 | -1,364股-11.69% | 减仓 |
 QUANTA SVCSPWR |
| 3.1% | 3.1% | $1,412.8万 | 2.0万股 | $1,255.6万 | 2.3万股 | -3,248股-14.20% | 减仓 |
 飞塔FTNT |
| 3.08% | 1.84% | $1,404.1万 | 9.1万股 | $744.5万 | 9.1万股 | +291股+0.32% | 加仓 |
 万事达MA |
| 2.74% | 2.83% | $1,251.0万 | 2.4万股 | $1,147.4万 | 2.3万股 | +1,393股+6.07% | 加仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 2.62% | 2.09% | $1,195.2万 | 12.4万股 | $844.1万 | 11.6万股 | +7,845股+6.73% | 加仓 |
 英伟达NVDA |
| 2.48% | 2.31% | $1,131.4万 | 5.7万股 | $935.0万 | 5.4万股 | +2,934股+5.47% | 加仓 |
 AMETEK COMAME |
| 2.43% | 2.41% | $1,109.1万 | 4.6万股 | $975.3万 | 4.5万股 | +345股+0.76% | 加仓 |
 派克汉尼汾PH |
| 2.38% | 2.5% | $1,086.9万 | 1.1万股 | $1,013.3万 | 1.1万股 | -207股-1.83% | 减仓 |
| T赛默飞世尔TMO |
| 2.29% | 2.58% | $1,045.8万 | 2.1万股 | $1,045.4万 | 2.1万股 | -409股-1.92% | 减仓 |
 微软MSFT |
| 2.25% | 2.46% | $1,023.4万 | 2.7万股 | $996.8万 | 2.7万股 | +507股+1.88% | 加仓 |
 好市多COST |
| 2.22% | 2.39% | $1,012.3万 | 1.1万股 | $968.1万 | 9,716股 | +1,105股+11.37% | 加仓 |
 FEDERAL SIGNALFSS |
| 2.11% | 0.91% | $960.8万 | 7.5万股 | $369.9万 | 3.4万股 | +4.1万股+118.62% | 加仓 |
 固安捷GWW |
| 2.05% | 1.65% | $935.1万 | 6,874股 | $666.9万 | 6,114股 | +760股+12.43% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 2.05% | 1.87% | $934.5万 | 2.5万股 | $758.8万 | 2.7万股 | -2,409股-8.82% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 2.04% | 2.33% | $931.0万 | 10.1万股 | $944.4万 | 10.2万股 | -1,210股-1.18% | 减仓 |
 IDEXX LABS COMIDXX |
| 1.92% | 2.29% | $875.3万 | 1.7万股 | $925.2万 | 1.6万股 | +161股+0.98% | 加仓 |
 宣伟SHW |
| 1.92% | 1.9% | $874.5万 | 2.5万股 | $767.7万 | 2.4万股 | +1,450股+6.05% | 加仓 |
 SterisSTE |
| 1.85% | 2.12% | $844.2万 | 4.0万股 | $856.9万 | 3.9万股 | +1,339股+3.46% | 加仓 |
 林德LIN |
| 1.78% | 1.82% | $809.9万 | 1.6万股 | $736.0万 | 1.5万股 | +761股+5.13% | 加仓 |
 摩托罗拉解决方案MSI |
| 1.74% | 1.91% | $791.9万 | 1.9万股 | $774.9万 | 1.8万股 | +1,212股+6.79% | 加仓 |
 AON SHS CL AAON |
| 1.71% | 1.72% | $781.4万 | 2.4万股 | $696.8万 | 2.2万股 | +1,973股+9.14% | 加仓 |
 CINTAS COMCTAS |
| 1.64% | 1.9% | $747.8万 | 4.4万股 | $770.0万 | 4.6万股 | -1,555股-3.42% | 减仓 |
 直觉外科ISRG |
| 1.59% | 2.11% | $724.1万 | 1.8万股 | $854.6万 | 1.9万股 | -332股-1.79% | 减仓 |
 家得宝HD |
| 1.55% | 1.64% | $706.5万 | 2.0万股 | $664.0万 | 2.0万股 | -158股-0.78% | 减仓 |
 空气化工APD |
| 1.51% | 1.78% | $689.1万 | 2.4万股 | $719.2万 | 2.5万股 | -1,253股-5.06% | 减仓 |
 iShares安硕·MBSACGL |
| 1.5% | 1.69% | $682.8万 | 7.0万股 | $685.7万 | 7.1万股 | -1,087股-1.52% | 减仓 |
 史赛克SYK |
| 1.5% | 1.65% | $681.4万 | 2.2万股 | $668.3万 | 2.0万股 | +1,304股+6.41% | 加仓 |
 标普全球SPGI |
| 1.46% | 2.37% | $666.2万 | 1.6万股 | $959.9万 | 2.3万股 | -6,210股-27.52% | 减仓 |
 ILLINOIS TOOLITW |
| 1.45% | 1.56% | $660.5万 | 2.4万股 | $629.7万 | 2.4万股 | +227股+0.94% | 加仓 |
 穆迪MCO |
| 1.37% | 1.84% | $622.8万 | 1.4万股 | $744.4万 | 1.7万股 | -3,313股-19.42% | 减仓 |
 WASTE CONNECTIONSWCN |
| 1.28% | 1.35% | $583.9万 | 3.5万股 | $546.3万 | 3.4万股 | +1,399股+4.16% | 加仓 |
 INGERSOLL RAND COMIR |
| 1.17% | 1.28% | $534.8万 | 6.5万股 | $517.8万 | 6.5万股 | +597股+0.92% | 加仓 |
 ADPADP |
| 1.16% | 1.73% | $529.6万 | 2.4万股 | $698.4万 | 3.4万股 | -1.1万股-31.21% | 减仓 |
 TJXTJX |
| 1.15% | 1.11% | $522.5万 | 3.4万股 | $449.0万 | 2.8万股 | +6,368股+22.65% | 加仓 |
 沃尔玛WMT |
| 1.11% | 1.23% | $507.8万 | 4.5万股 | $497.6万 | 4.0万股 | +4,797股+11.98% | 加仓 |
| WWATSCOWSO |
| 1.05% | 0.33% | $480.0万 | 1.2万股 | $132.8万 | 3,650股 | +7,869股+215.59% | 加仓 |
 英特尔INTC |
| 0.98% | 0.35% | $446.8万 | 3.2万股 | $141.2万 | 3.2万股 | 00.00% | 持仓不变 |
 伊顿ETN |
| 0.86% | — | $390.3万 | 9,160股 | $0 | 0股 | +9,160股 | 新买入 |
 GALLAGHER ARTHUR J & COMAJG |
| 0.82% | — | $374.9万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 沃特世WAT |
| 0.61% | — | $278.2万 | 7,417股 | $0 | 0股 | +7,417股 | 新买入 |
 伯克希尔哈撒韦BRK.A |
| 0.49% | 0.53% | $224.7万 | 3股 | $215.4万 | 3股 | 00.00% | 持仓不变 |
 LoewsL |
| 0.3% | 0.32% | $135.9万 | 1.2万股 | $128.1万 | 1.2万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.22% | 0.43% | $98.9万 | 7,233股 | $173.2万 | 1.0万股 | -2,975股-29.14% | 减仓 |
 财捷INTU |
| 0.2% | 1.66% | $88.9万 | 3,407股 | $673.3万 | 1.6万股 | -1.2万股-78.12% | 减仓 |
