 谷歌AGOOGL |
| 6.96% | 1.68% | $172.2万 | 5,500股 | $133.7万 | 5,500股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 5.51% | 1.61% | $136.3万 | 5,014股 | $127.7万 | 5,014股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 5.46% | 1.7% | $135.0万 | 7,236股 | $135.0万 | 7,236股 | 00.00% | 持仓不变 |
 高盛GS |
| 5.36% | 1.51% | $132.5万 | 1,507股 | $120.0万 | 1,507股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 5.29% | 1.48% | $130.7万 | 3,541股 | $117.6万 | 3,541股 | 00.00% | 持仓不变 |
 微软MSFT |
| 4.55% | 1.52% | $112.5万 | 2,327股 | $120.5万 | 2,327股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 3.99% | 1.26% | $98.7万 | 4,320股 | $100.0万 | 4,320股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 3.95% | 1.18% | $97.7万 | 2.6万股 | $94.2万 | 2.8万股 | -1,607股-5.72% | 减仓 |
 摩根大通JPM |
| 3.89% | 1.18% | $96.2万 | 2,984股 | $94.1万 | 2,984股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 3.72% | 1.48% | $92.1万 | 9,820股 | $117.7万 | 982股 | +8,838股+900.00% | 加仓 |
 好市多COST |
| 3.61% | 1.2% | $89.3万 | 1,035股 | $95.8万 | 1,035股 | 00.00% | 持仓不变 |
| RROLLINS COMROL |
| 3.36% | 1.02% | $83.2万 | 1.4万股 | $81.4万 | 1.4万股 | 00.00% | 持仓不变 |
 VisaV |
| 3.3% | 1% | $81.7万 | 2,330股 | $79.5万 | 2,330股 | 00.00% | 持仓不变 |
 思科CSCO |
| 3.1% | 0.86% | $76.6万 | 9,950股 | $68.1万 | 9,950股 | 00.00% | 持仓不变 |
| RRELIANCERS |
| 2.89% | 0.9% | $71.4万 | 2,470股 | $71.5万 | 2,546股 | -76股-2.99% | 减仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 2.71% | 0.85% | $67.0万 | 2,616股 | $67.6万 | 2,616股 | 00.00% | 持仓不变 |
 家得宝HD |
| 2.6% | 1.03% | $64.3万 | 1,868股 | $81.7万 | 2,016股 | -148股-7.34% | 减仓 |
| VVIKING THERAPEUTICSVKTX |
| 2.56% | 2.53% | $63.3万 | 1.8万股 | $201.2万 | 7.7万股 | -5.9万股-76.49% | 减仓 |
 UNITED RENTALSURI |
| 2.52% | 0.96% | $62.3万 | 770股 | $76.6万 | 802股 | -32股-3.99% | 减仓 |
 迪士尼DIS |
| 2.42% | 0.8% | $59.9万 | 5,266股 | $63.5万 | 5,542股 | -276股-4.98% | 减仓 |
 GLOBUS MEDGMED |
| 2.17% | 1.37% | $53.7万 | 6,149股 | $108.7万 | 1.9万股 | -1.3万股-67.61% | 减仓 |
 AMGEN COMAMGN |
| 2.09% | 0.61% | $51.8万 | 1,582股 | $48.2万 | 1,708股 | -126股-7.38% | 减仓 |
| BBoxBOX |
| 1.85% | 2.8% | $45.7万 | 1.5万股 | $222.5万 | 6.9万股 | -5.4万股-77.82% | 减仓 |
| BBRINKSBCO |
| 1.81% | 2.34% | $44.8万 | 3,838股 | $186.1万 | 1.6万股 | -1.2万股-75.90% | 减仓 |
 联合健康UNH |
| 1.74% | 0.61% | $43.0万 | 1,304股 | $48.5万 | 1,405股 | -101股-7.19% | 减仓 |
 福特F |
| 1.72% | 0.52% | $42.5万 | 3.2万股 | $41.6万 | 3.5万股 | -2,346股-6.75% | 减仓 |
 星巴克SBUX |
| 1.41% | 0.44% | $35.0万 | 4,154股 | $35.1万 | 4,154股 | 00.00% | 持仓不变 |
 宝洁PG |
| 1.39% | 0.53% | $34.5万 | 2,406股 | $41.8万 | 2,720股 | -314股-11.54% | 减仓 |
 MCCORMICK & COM NON VTGMKC |
| 1.38% | 0.42% | $34.1万 | 5,010股 | $33.5万 | 5,010股 | 00.00% | 持仓不变 |
 辉瑞PFE |
| 1.17% | 0.37% | $28.9万 | 1.2万股 | $29.5万 | 1.2万股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 1.17% | 0.41% | $28.9万 | 2,011股 | $32.3万 | 2,300股 | -289股-12.57% | 减仓 |
 BlockXYZ |
| 1.17% | 0.44% | $28.8万 | 4,428股 | $35.3万 | 4,889股 | -461股-9.43% | 减仓 |
| FFACTSET RESH SYSFDS |
| 1.16% | 0.57% | $28.8万 | 992股 | $45.3万 | 1,580股 | -588股-37.22% | 减仓 |
 耐克NKE |
| 1.07% | 0.4% | $26.5万 | 4,165股 | $31.5万 | 4,515股 | -350股-7.75% | 减仓 |
 EASTMAN CHEMEMN |
| 0.94% | 0.29% | $23.2万 | 3,631股 | $22.9万 | 3,631股 | 00.00% | 持仓不变 |
