 VisaV |
| 6.25% | 5.35% | $21.94亿 | 639.4万股 | $19.13亿 | 632.8万股 | +6.5万股+1.03% | 加仓 |
 台积电TSM |
| 4.31% | 4.22% | $15.13亿 | 316.8万股 | $15.09亿 | 446.5万股 | -129.7万股-29.05% | 减仓 |
 空气化工APD |
| 3.96% | 3.33% | $13.90亿 | 474.0万股 | $11.92亿 | 410.4万股 | +63.6万股+15.50% | 加仓 |
 宣伟SHW |
| 3.8% | 2.79% | $13.35亿 | 387.6万股 | $9.98亿 | 311.3万股 | +76.3万股+24.52% | 加仓 |
 FORTIVE COMFTV |
| 3.47% | 3.48% | $12.18亿 | 1,993.5万股 | $12.43亿 | 2,247.9万股 | -254.5万股-11.32% | 减仓 |
 Meta平台META |
| 3% | 1.7% | $10.52亿 | 186.8万股 | $6.08亿 | 106.3万股 | +80.5万股+75.76% | 加仓 |
 嘉信理财SCHW |
| 2.8% | 3.86% | $9.82亿 | 1,063.9万股 | $13.78亿 | 1,466.5万股 | -402.6万股-27.45% | 减仓 |
| T赛默飞世尔TMO |
| 2.77% | 2.29% | $9.71亿 | 193.7万股 | $8.20亿 | 166.8万股 | +26.9万股+16.15% | 加仓 |
 摩根大通JPM |
| 2.71% | 2.23% | $9.49亿 | 289.9万股 | $7.95亿 | 270.4万股 | +19.5万股+7.23% | 加仓 |
 雷诺士LII |
| 2.6% | 2.04% | $9.12亿 | 159.1万股 | $7.30亿 | 157.2万股 | +1.9万股+1.18% | 加仓 |
 亚马逊AMZN |
| 2.51% | 0.7% | $8.82亿 | 370.1万股 | $2.49亿 | 119.5万股 | +250.5万股+209.58% | 加仓 |
 FERRARI COMRACE |
| 2.33% | — | $8.17亿 | 220.4万股 | $0 | 0股 | +220.4万股 | 新买入 |
| CCARVANA CL ACVNA |
| 2.31% | 2.44% | $8.11亿 | 1,232.2万股 | $8.74亿 | 278.0万股 | +954.2万股+343.24% | 加仓 |
 麦当劳MCD |
| 2.18% | 3.15% | $7.65亿 | 282.9万股 | $11.27亿 | 362.5万股 | -79.6万股-21.95% | 减仓 |
 BridgeBioBBIO |
| 2.11% | 2.46% | $7.41亿 | 994.9万股 | $8.79亿 | 1,184.2万股 | -189.3万股-15.99% | 减仓 |
 波音BA |
| 2.02% | 1.78% | $7.09亿 | 327.5万股 | $6.36亿 | 319.6万股 | +7.9万股+2.47% | 加仓 |
 Mid-America公寓MAA |
| 2% | 1.64% | $7.01亿 | 504.3万股 | $5.86亿 | 479.8万股 | +24.5万股+5.10% | 加仓 |
 迪士尼DIS |
| 1.96% | 3.59% | $6.89亿 | 715.8万股 | $12.82亿 | 1,329.8万股 | -614.0万股-46.17% | 减仓 |
 联邦快递FDX |
| 1.92% | 1.93% | $6.74亿 | 215.2万股 | $6.88亿 | 193.2万股 | +22.0万股+11.38% | 加仓 |
 明晟MSCI |
| 1.85% | — | $6.50亿 | 116.1万股 | $0 | 0股 | +116.1万股 | 新买入 |
| AADAPTIVE BIOTECHNOLOGIES CORADPT |
| 1.83% | 1.16% | $6.43亿 | 2,999.4万股 | $4.16亿 | 2,999.4万股 | 00.00% | 持仓不变 |
 沃特世WAT |
| 1.78% | 1.05% | $6.23亿 | 166.2万股 | $3.74亿 | 125.6万股 | +40.6万股+32.29% | 加仓 |
 江森自控JCI |
| 1.75% | 1.62% | $6.14亿 | 420.3万股 | $5.79亿 | 442.0万股 | -21.7万股-4.91% | 减仓 |
 联合太平洋铁路UNP |
| 1.59% | — | $5.57亿 | 204.7万股 | $0 | 0股 | +204.7万股 | 新买入 |
 微软MSFT |
| 1.55% | 2.39% | $5.44亿 | 145.9万股 | $8.55亿 | 230.9万股 | -85.1万股-36.84% | 减仓 |
| SSEA SPONSORD ADSSE |
| 1.55% | 1.1% | $5.43亿 | 567.0万股 | $3.92亿 | 473.7万股 | +93.3万股+19.69% | 加仓 |
 Camden地产CPT |
| 1.47% | 1.29% | $5.17亿 | 451.3万股 | $4.61亿 | 471.5万股 | -20.2万股-4.29% | 减仓 |
| RREGAL REXNORD COMRRX |
| 1.43% | 1.65% | $5.01亿 | 210.2万股 | $5.89亿 | 314.3万股 | -104.1万股-33.13% | 减仓 |
 BioMarin制药BMRN |
| 1.24% | 1.12% | $4.36亿 | 761.7万股 | $3.99亿 | 706.2万股 | +55.4万股+7.85% | 加仓 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 1.2% | 0.26% | $4.20亿 | 483.1万股 | $9,351.8万 | 139.4万股 | +343.6万股+246.46% | 加仓 |
 DIGITAL RLTY TR COMDLR |
| 1.18% | — | $4.15亿 | 231.0万股 | $0 | 0股 | +231.0万股 | 新买入 |
| CCARNIVAL CORP LTD COMMON SHARESCCL |
| 1.16% | 0.99% | $4.09亿 | 1,430.0万股 | $3.55亿 | 1,372.1万股 | +57.9万股+4.22% | 加仓 |
 通用汽车GM |
| 1.1% | 1.91% | $3.86亿 | 500.6万股 | $6.84亿 | 917.7万股 | -417.1万股-45.45% | 减仓 |
 AON SHS CL AAON |
| 1.09% | 0.98% | $3.82亿 | 115.1万股 | $3.51亿 | 108.7万股 | +6.4万股+5.90% | 加仓 |
 CVS健康CVS |
| 1.08% | — | $3.79亿 | 366.3万股 | $0 | 0股 | +366.3万股 | 新买入 |
| FFEDEX FGHT HLDG CO INCFDXF |
| 1.02% | — | $3.57亿 | 236.7万股 | $0 | 0股 | +236.7万股 | 新买入 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.97% | 2.13% | $3.42亿 | 277.7万股 | $7.61亿 | 483.7万股 | -206.0万股-42.58% | 减仓 |
 摩根士丹利MS |
| 0.97% | — | $3.39亿 | 162.3万股 | $0 | 0股 | +162.3万股 | 新买入 |
 家得宝HD |
| 0.93% | 0.46% | $3.25亿 | 92.1万股 | $1.66亿 | 50.4万股 | +41.6万股+82.56% | 加仓 |
| TTIC SOLUTIONSTIC |
| 0.83% | 0.66% | $2.90亿 | 3,582.5万股 | $2.36亿 | 3,582.5万股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 0.8% | — | $2.80亿 | 151.4万股 | $0 | 0股 | +151.4万股 | 新买入 |
| AAPTIVAPTV |
| 0.8% | — | $2.79亿 | 455.3万股 | $0 | 0股 | +455.3万股 | 新买入 |
 REDDIT CL ARDDT |
| 0.77% | 0.96% | $2.72亿 | 156.6万股 | $3.44亿 | 255.2万股 | -98.6万股-38.65% | 减仓 |
| HHASBROHAS |
| 0.73% | 0.98% | $2.57亿 | 310.7万股 | $3.50亿 | 373.9万股 | -63.2万股-16.90% | 减仓 |
 AVALONBAY CMNTYS INC REITAVB |
| 0.72% | — | $2.53亿 | 134.0万股 | $0 | 0股 | +134.0万股 | 新买入 |
| DDICKS SPORTING GOODSDKS |
| 0.72% | 0.7% | $2.51亿 | 110.6万股 | $2.51亿 | 126.4万股 | -15.8万股-12.50% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.7% | — | $2.44亿 | 96.0万股 | $0 | 0股 | +96.0万股 | 新买入 |
| EEQUITABLEEQH |
| 0.68% | — | $2.37亿 | 539.9万股 | $0 | 0股 | +539.9万股 | 新买入 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.67% | — | $2.35亿 | 94.1万股 | $0 | 0股 | +94.1万股 | 新买入 |
 特斯拉TSLA |
| 0.66% | 2.59% | $2.30亿 | 54.8万股 | $9.27亿 | 249.4万股 | -194.6万股-78.03% | 减仓 |
