 英伟达NVDA |
| 10.46% | 9.99% | $9,329.0万 | 50.0万股 | $8,492.0万 | 53.8万股 | -3.8万股-6.98% | 减仓 |
 微软MSFT |
| 8.13% | 9% | $7,251.3万 | 14.0万股 | $7,645.2万 | 15.4万股 | -1.4万股-8.91% | 减仓 |
 苹果AAPL |
| 7.87% | 6.65% | $7,012.5万 | 27.5万股 | $5,650.4万 | 27.5万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 7.23% | 5.5% | $6,442.2万 | 26.5万股 | $4,670.1万 | 26.5万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 6.26% | 6.56% | $5,577.1万 | 25.4万股 | $5,572.5万 | 25.4万股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 3.43% | 4.02% | $3,057.2万 | 2.6万股 | $3,414.8万 | 2.6万股 | 00.00% | 持仓不变 |
 直觉外科ISRG |
| 3.12% | 3.97% | $2,779.5万 | 6.2万股 | $3,377.3万 | 6.2万股 | 00.00% | 持仓不变 |
 ServiceNowNOW |
| 2.89% | 3.39% | $2,576.8万 | 2.8万股 | $2,878.6万 | 2.8万股 | 00.00% | 持仓不变 |
 万事达MA |
| 2.77% | 2.87% | $2,471.5万 | 4.3万股 | $2,441.6万 | 4.3万股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 2.67% | 2.51% | $2,381.1万 | 11.6万股 | $2,129.1万 | 11.6万股 | 00.00% | 持仓不变 |
 UNITED RENTALSURI |
| 2.48% | 2.06% | $2,214.8万 | 2.3万股 | $1,747.9万 | 2.3万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 2.48% | 1.36% | $2,210.4万 | 6.7万股 | $1,157.7万 | 4.2万股 | +2.5万股+59.52% | 加仓 |
 礼来LLY |
| 2.31% | 2.48% | $2,060.1万 | 2.7万股 | $2,104.7万 | 2.7万股 | 00.00% | 持仓不变 |
 新思科技SNPS |
| 2.27% | 2.47% | $2,022.9万 | 4.1万股 | $2,102.0万 | 4.1万股 | 00.00% | 持仓不变 |
 史赛克SYK |
| 2.19% | 2.46% | $1,950.0万 | 5.3万股 | $2,086.9万 | 5.3万股 | 00.00% | 持仓不变 |
 CADENCE DESIGN SYSTEM COMAYI |
| 2.07% | 1.9% | $1,844.1万 | 5.3万股 | $1,617.8万 | 5.3万股 | 00.00% | 持仓不变 |
 VisaV |
| 2.03% | 2.21% | $1,809.3万 | 5.3万股 | $1,881.8万 | 5.3万股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 1.99% | 1.75% | $1,777.6万 | 3.7万股 | $1,486.0万 | 3.7万股 | 00.00% | 持仓不变 |
 科磊KLAC |
| 1.94% | 1.69% | $1,725.8万 | 1.6万股 | $1,433.2万 | 1.6万股 | 00.00% | 持仓不变 |
 宣伟SHW |
| 1.9% | 1.97% | $1,689.7万 | 4.9万股 | $1,675.6万 | 4.9万股 | 00.00% | 持仓不变 |
 赛富时CRM |
| 1.83% | 2.21% | $1,635.3万 | 6.9万股 | $1,881.6万 | 6.9万股 | 00.00% | 持仓不变 |
 标普全球SPGI |
| 1.65% | 1.88% | $1,472.3万 | 3.0万股 | $1,595.1万 | 3.0万股 | 00.00% | 持仓不变 |
 BOOKING COMBKNG |
| 1.6% | 1.81% | $1,430.8万 | 2,650股 | $1,534.1万 | 2,650股 | 00.00% | 持仓不变 |
 爱德华生命科学EW |
| 1.59% | 1.68% | $1,415.4万 | 18.2万股 | $1,423.4万 | 18.2万股 | 00.00% | 持仓不变 |
 家得宝HD |
| 1.58% | 1.5% | $1,406.0万 | 3.5万股 | $1,272.2万 | 3.5万股 | 00.00% | 持仓不变 |
 DANAHER DEL COMDHR |
| 1.49% | 1.56% | $1,328.3万 | 6.7万股 | $1,323.5万 | 6.7万股 | 00.00% | 持仓不变 |
 明晟MSCI |
| 1.48% | 1.58% | $1,322.1万 | 2.3万股 | $1,343.8万 | 2.3万股 | 00.00% | 持仓不变 |
 ADOBE COMADBE |
| 1.48% | 1.7% | $1,317.5万 | 3.7万股 | $1,445.0万 | 3.7万股 | 00.00% | 持仓不变 |
| FFASTENAL COMFAST |
| 1.27% | 1.14% | $1,127.9万 | 23.0万股 | $966.0万 | 23.0万股 | 00.00% | 持仓不变 |
 埃森哲ACN |
| 1.26% | 1.6% | $1,123.3万 | 4.6万股 | $1,361.4万 | 4.6万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 1.08% | 1.08% | $963.6万 | 9.4万股 | $914.2万 | 9.4万股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 1.04% | 0.97% | $929.8万 | 3.7万股 | $820.9万 | 3.7万股 | 00.00% | 持仓不变 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.97% | 1.11% | $866.6万 | 4.3万股 | $940.2万 | 4.3万股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.97% | 0.98% | $866.1万 | 2.9万股 | $832.7万 | 2.9万股 | 00.00% | 持仓不变 |
 林德LIN |
| 0.92% | 0.96% | $821.8万 | 1.7万股 | $811.7万 | 1.7万股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 0.92% | 0.94% | $820.2万 | 3.5万股 | $798.4万 | 3.5万股 | 00.00% | 持仓不变 |
 EquinixEQIX |
| 0.89% | 0.95% | $791.1万 | 1.0万股 | $803.4万 | 1.0万股 | 00.00% | 持仓不变 |
 QUANTA SVCSPWR |
| 0.79% | — | $704.5万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 迪士尼DIS |
| 0.7% | 0.8% | $624.0万 | 5.5万股 | $675.9万 | 5.5万股 | 00.00% | 持仓不变 |
