 VisaV |
| 4.92% | 3.89% | $1.50亿 | 43.6万股 | $1.10亿 | 36.5万股 | +7.1万股+19.57% | 加仓 |
 亚马逊AMZN |
| 4.65% | 4.54% | $1.41亿 | 59.4万股 | $1.29亿 | 61.8万股 | -2.5万股-4.02% | 减仓 |
 谷歌AGOOGL |
| 4.39% | 4.18% | $1.33亿 | 37.3万股 | $1.19亿 | 41.3万股 | -3.9万股-9.51% | 减仓 |
 台积电TSM |
| 4.31% | 6.33% | $1.31亿 | 27.5万股 | $1.79亿 | 53.1万股 | -25.6万股-48.29% | 减仓 |
 万事达MA |
| 3.68% | 2.65% | $1.12亿 | 21.8万股 | $7,501.6万 | 15.0万股 | +6.8万股+45.18% | 加仓 |
 CARRIER GLOBALCARR |
| 3.3% | 2.82% | $1.00亿 | 136.6万股 | $7,995.0万 | 142.0万股 | -5.4万股-3.78% | 减仓 |
 AGILENT TECHNOLOGIES COMA |
| 2.91% | 2.71% | $8,850.9万 | 66.6万股 | $7,681.7万 | 67.4万股 | -7,622股-1.13% | 减仓 |
 微软MSFT |
| 2.72% | 2.8% | $8,274.2万 | 22.2万股 | $7,938.8万 | 21.4万股 | +7,354股+3.43% | 加仓 |
 LOWES COS COMLOW |
| 2.68% | 3.04% | $8,149.3万 | 37.0万股 | $8,620.5万 | 36.5万股 | +4,760股+1.30% | 加仓 |
 WELLS FARGO NEWWFC |
| 2.37% | 2.48% | $7,218.1万 | 87.3万股 | $7,038.2万 | 88.4万股 | -1.1万股-1.20% | 减仓 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 2.24% | 2.76% | $6,805.6万 | 15.1万股 | $7,809.4万 | 14.9万股 | +1,505股+1.01% | 加仓 |
| T赛默飞世尔TMO |
| 2.24% | 2.41% | $6,801.4万 | 13.6万股 | $6,844.6万 | 13.9万股 | -3,591股-2.58% | 减仓 |
 星巴克SBUX |
| 2.22% | 2.44% | $6,763.2万 | 66.2万股 | $6,911.3万 | 77.1万股 | -11.0万股-14.21% | 减仓 |
 嘉信理财SCHW |
| 2.15% | 2.34% | $6,523.7万 | 70.7万股 | $6,624.8万 | 70.5万股 | +2,102股+0.30% | 加仓 |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 2.05% | 1.4% | $6,244.2万 | 23.7万股 | $3,974.8万 | 19.0万股 | +4.7万股+24.76% | 加仓 |
 Meta平台META |
| 1.97% | 1.85% | $5,996.7万 | 10.6万股 | $5,252.2万 | 9.2万股 | +1.5万股+15.97% | 加仓 |
 苹果AAPL |
| 1.95% | 1.61% | $5,933.1万 | 20.5万股 | $4,556.1万 | 18.0万股 | +2.6万股+14.22% | 加仓 |
 GXO LOGISTICS INCORPORATEDGXO |
| 1.92% | 1.57% | $5,824.0万 | 114.9万股 | $4,442.5万 | 85.7万股 | +29.2万股+34.07% | 加仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 1.54% | 1.56% | $4,683.9万 | 202.2万股 | $4,432.2万 | 190.6万股 | +11.7万股+6.13% | 加仓 |
| FFiservFISV |
| 1.53% | 1.87% | $4,650.0万 | 94.8万股 | $5,300.5万 | 95.0万股 | -2,060股-0.22% | 减仓 |
| IISHARES TRIBGA |
| 1.51% | 1.59% | $4,603.8万 | 188.4万股 | $4,505.1万 | 183.5万股 | +4.9万股+2.66% | 加仓 |
 NETFLIXNFLX |
| 1.37% | 1.99% | $4,172.0万 | 58.4万股 | $5,647.3万 | 58.7万股 | -3,038股-0.52% | 减仓 |
| RRENTOKIL INITIALRTO |
| 1.34% | 1.63% | $4,072.1万 | 142.3万股 | $4,614.4万 | 146.6万股 | -4.3万股-2.90% | 减仓 |
 OLD DOMINION FREIGHT LINE INODFL |
| 1.3% | 1.54% | $3,943.0万 | 18.2万股 | $4,369.6万 | 22.4万股 | -4.2万股-18.59% | 减仓 |
 ROSS STORES COMROST |
| 1.28% | 1.41% | $3,884.0万 | 18.2万股 | $3,992.5万 | 18.4万股 | -1,824股-0.99% | 减仓 |
| IiShares安硕信托IBDT |
| 1.25% | 1.3% | $3,806.7万 | 150.8万股 | $3,681.4万 | 145.3万股 | +5.4万股+3.73% | 加仓 |
 优步UBER |
| 1.23% | 0.01% | $3,749.4万 | 52.0万股 | $28.3万 | 3,937股 | +51.6万股+13,097.79% | 加仓 |
 穆迪MCO |
| 1.19% | 1.23% | $3,621.9万 | 8.0万股 | $3,491.8万 | 8.0万股 | -74股-0.09% | 减仓 |
 康宁GLW |
| 1.19% | 0.94% | $3,609.4万 | 14.1万股 | $2,674.7万 | 19.7万股 | -5.5万股-28.17% | 减仓 |
| IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG |
| 1.17% | 1.24% | $3,558.9万 | 155.5万股 | $3,505.2万 | 153.0万股 | +2.5万股+1.64% | 加仓 |
 赛富时CRM |
| 1.15% | 1.47% | $3,491.9万 | 22.3万股 | $4,171.7万 | 22.3万股 | -580股-0.26% | 减仓 |
| IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW |
| 1.14% | 1.18% | $3,458.8万 | 166.0万股 | $3,358.5万 | 160.5万股 | +5.5万股+3.43% | 加仓 |
 艾默生电气EMR |
| 1.13% | 1.09% | $3,441.6万 | 24.0万股 | $3,087.1万 | 23.6万股 | +4,798股+2.04% | 加仓 |
| IiShares安硕信托IBDZ |
| 1.11% | 1.16% | $3,360.7万 | 129.0万股 | $3,299.2万 | 126.6万股 | +2.4万股+1.90% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.99% | 0.94% | $3,004.1万 | 6.0万股 | $2,666.1万 | 5.6万股 | +4,398股+7.90% | 加仓 |
 英伟达NVDA |
| 0.99% | 1.19% | $3,000.3万 | 15.0万股 | $3,386.2万 | 19.4万股 | -4.4万股-22.77% | 减仓 |
 家得宝HD |
| 0.96% | 0.05% | $2,928.5万 | 8.3万股 | $128.9万 | 3,919股 | +7.9万股+2,018.81% | 加仓 |
 德州仪器TXN |
| 0.93% | 0.84% | $2,833.0万 | 9.5万股 | $2,385.6万 | 12.3万股 | -2.8万股-22.65% | 减仓 |
 摩根大通JPM |
| 0.91% | 0.88% | $2,776.7万 | 8.5万股 | $2,496.4万 | 8.5万股 | -36股-0.04% | 减仓 |
| IiShares安硕信托STIP |
| 0.9% | 1.22% | $2,744.0万 | 26.9万股 | $3,465.8万 | 33.5万股 | -6.6万股-19.84% | 减仓 |
 AMGEN COMAMGN |
| 0.89% | 0.92% | $2,718.0万 | 7.5万股 | $2,594.2万 | 7.4万股 | +1,325股+1.80% | 加仓 |
| IiShares安硕信托IBDY |
| 0.88% | 0.93% | $2,683.6万 | 104.2万股 | $2,650.1万 | 102.5万股 | +1.7万股+1.68% | 加仓 |
 安桥ENB |
| 0.88% | 0.94% | $2,677.4万 | 49.4万股 | $2,671.7万 | 49.3万股 | +412股+0.08% | 加仓 |
 加拿大国家铁路CNI |
| 0.86% | 0.78% | $2,619.5万 | 22.0万股 | $2,214.9万 | 21.6万股 | +4,165股+1.93% | 加仓 |
 空气化工APD |
| 0.85% | 0.9% | $2,592.9万 | 8.8万股 | $2,556.2万 | 8.8万股 | +446股+0.51% | 加仓 |
| IiShares安硕信托IBTQ |
| 0.84% | 0.89% | $2,556.0万 | 101.9万股 | $2,525.4万 | 99.8万股 | +2.1万股+2.09% | 加仓 |
| N新纪元能源NEE |
| 0.84% | 0.95% | $2,545.6万 | 29.0万股 | $2,693.7万 | 29.0万股 | +13股+0.00% | 加仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 0.79% | 0.86% | $2,414.3万 | 12.0万股 | $2,428.4万 | 11.6万股 | +3,573股+3.08% | 加仓 |
 美敦力MDT |
| 0.75% | 0.75% | $2,293.8万 | 29.3万股 | $2,114.2万 | 24.4万股 | +4.9万股+20.17% | 加仓 |
 贝莱德·INC COMBLK |
| 0.74% | 0.77% | $2,264.1万 | 2.4万股 | $2,183.6万 | 2.3万股 | +841股+3.70% | 加仓 |
