 微软MSFT |
| 3.92% | 4.87% | $1.11亿 | 26.4万股 | $1.07亿 | 28.5万股 | -2.1万股-7.47% | 减仓 |
 谷歌AGOOGL |
| 2.96% | 3.62% | $8,374.3万 | 55.5万股 | $7,954.4万 | 56.9万股 | -1.5万股-2.57% | 减仓 |
 苹果AAPL |
| 2.76% | 4.18% | $7,818.2万 | 45.6万股 | $9,204.7万 | 47.8万股 | -2.2万股-4.65% | 减仓 |
 亚马逊AMZN |
| 2.61% | 2.87% | $7,368.1万 | 40.8万股 | $6,305.2万 | 41.5万股 | -6,539股-1.58% | 减仓 |
 英伟达NVDA |
| 2.52% | 2.09% | $7,135.1万 | 7.9万股 | $4,589.5万 | 9.3万股 | -1.4万股-14.78% | 减仓 |
 万事达MA |
| 2.05% | 2.39% | $5,801.1万 | 12.0万股 | $5,248.0万 | 12.3万股 | -2,571股-2.09% | 减仓 |
 联合健康UNH |
| 1.56% | 2.16% | $4,412.5万 | 8.9万股 | $4,750.8万 | 9.0万股 | -981股-1.09% | 减仓 |
 VisaV |
| 1.46% | 1.77% | $4,139.4万 | 14.8万股 | $3,897.3万 | 15.0万股 | -1,333股-0.89% | 减仓 |
 Meta平台META |
| 1.44% | 1.37% | $4,079.3万 | 8.4万股 | $3,022.5万 | 8.5万股 | -1,432股-1.68% | 减仓 |
 家得宝HD |
| 1.42% | 1.52% | $4,003.3万 | 10.4万股 | $3,334.0万 | 9.6万股 | +8,198股+8.52% | 加仓 |
 博通AVGO |
| 1.24% | 1.5% | $3,515.9万 | 2.7万股 | $3,303.3万 | 3.0万股 | -3,075股-10.39% | 减仓 |
 礼来LLY |
| 1.18% | 0.49% | $3,327.6万 | 4.3万股 | $1,082.7万 | 1.9万股 | +2.4万股+130.32% | 加仓 |
 PALO ALTOPANW |
| 1.06% | 1.4% | $2,995.8万 | 10.6万股 | $3,083.1万 | 10.5万股 | +921股+0.88% | 加仓 |
 可口可乐KO |
| 1.04% | 1.29% | $2,952.2万 | 48.3万股 | $2,844.4万 | 48.3万股 | -118股-0.02% | 减仓 |
 好市多COST |
| 1.02% | 1.5% | $2,882.6万 | 3.9万股 | $3,301.8万 | 5.0万股 | -1.1万股-21.35% | 减仓 |
 ADOBE COMADBE |
| 0.97% | 1.45% | $2,753.9万 | 5.5万股 | $3,190.5万 | 5.3万股 | +1,099股+2.05% | 加仓 |
| MMODINE MFGMOD |
| 0.89% | 0.28% | $2,514.5万 | 26.4万股 | $616.0万 | 10.3万股 | +16.1万股+156.00% | 加仓 |
 诺和诺德NVO |
| 0.83% | 0.85% | $2,338.5万 | 18.2万股 | $1,864.8万 | 18.0万股 | +1,913股+1.06% | 加仓 |
 ServiceNowNOW |
| 0.83% | 0.97% | $2,335.5万 | 3.1万股 | $2,136.0万 | 3.0万股 | +405股+1.34% | 加仓 |
 欧特克ADSK |
| 0.8% | 0.95% | $2,267.6万 | 8.7万股 | $2,093.0万 | 8.6万股 | +1,129股+1.31% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.8% | 0.97% | $2,257.6万 | 28.3万股 | $2,130.1万 | 28.3万股 | 00.00% | 持仓不变 |
 财捷INTU |
| 0.8% | 0.96% | $2,252.4万 | 3.5万股 | $2,121.9万 | 3.4万股 | +687股+2.02% | 加仓 |
 美敦力MDT |
| 0.79% | 0.96% | $2,236.6万 | 25.7万股 | $2,122.5万 | 25.8万股 | -587股-0.23% | 减仓 |
 摩根大通JPM |
| 0.79% | 1.11% | $2,225.7万 | 11.2万股 | $2,450.5万 | 14.4万股 | -3.2万股-21.92% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.76% | 0.97% | $2,144.8万 | 27.7万股 | $2,136.4万 | 27.6万股 | +1,296股+0.47% | 加仓 |
 万豪MAR |
| 0.72% | 0.65% | $2,033.6万 | 8.1万股 | $1,428.6万 | 6.3万股 | +1.7万股+27.22% | 加仓 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 0.7% | 0.69% | $1,986.0万 | 3.8万股 | $1,515.8万 | 3.1万股 | +7,039股+22.75% | 加仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.66% | 0.75% | $1,874.8万 | 3.9万股 | $1,648.7万 | 3.5万股 | +4,017股+11.41% | 加仓 |
 雅培ABT |
| 0.65% | 0.72% | $1,847.6万 | 16.2万股 | $1,588.5万 | 14.4万股 | +1.8万股+12.29% | 加仓 |
 JacobsJ |
| 0.61% | 0.64% | $1,737.3万 | 11.3万股 | $1,407.5万 | 10.8万股 | +4,627股+4.27% | 加仓 |
| SSTERLING INFRASTRUCTURESTRL |
| 0.61% | 0.24% | $1,722.8万 | 15.6万股 | $534.5万 | 6.1万股 | +9.5万股+156.95% | 加仓 |
 百事可乐PEP |
| 0.6% | 0.9% | $1,683.0万 | 9.6万股 | $1,989.2万 | 11.7万股 | -2.1万股-17.90% | 减仓 |
| EENPRONPO |
| 0.59% | 0.28% | $1,664.7万 | 9.9万股 | $610.8万 | 3.9万股 | +6.0万股+153.14% | 加仓 |
 WASTE MGMT DELWM |
| 0.59% | 0.62% | $1,664.7万 | 7.8万股 | $1,366.8万 | 7.6万股 | +1,785股+2.34% | 加仓 |
| IINSIGHT ENTERPRISESNSIT |
| 0.58% | 0.26% | $1,630.2万 | 8.8万股 | $579.6万 | 3.3万股 | +5.5万股+168.64% | 加仓 |
| MMACOM TECH SOLUTIONS IMTSI |
| 0.57% | 0.27% | $1,623.6万 | 17.0万股 | $604.3万 | 6.5万股 | +10.5万股+161.12% | 加仓 |
 埃克森美孚XOM |
| 0.56% | 0.8% | $1,579.9万 | 13.6万股 | $1,764.3万 | 17.6万股 | -4.1万股-22.98% | 减仓 |
 APPLIED INDL TECHNOLOGIES INAIT |
| 0.55% | 0.29% | $1,556.6万 | 7.9万股 | $641.6万 | 3.7万股 | +4.2万股+112.08% | 加仓 |
 KADANTKAI |
| 0.54% | 0.21% | $1,520.0万 | 4.6万股 | $452.5万 | 1.6万股 | +3.0万股+186.97% | 加仓 |
 埃森哲ACN |
| 0.54% | 0.67% | $1,518.9万 | 4.4万股 | $1,468.5万 | 4.2万股 | +1,973股+4.71% | 加仓 |
| MMUELLER INDSMLI |
| 0.54% | 0.27% | $1,516.0万 | 28.1万股 | $583.0万 | 12.4万股 | +15.7万股+127.33% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.52% | 0.64% | $1,481.0万 | 29.5万股 | $1,414.0万 | 29.5万股 | 00.00% | 持仓不变 |
 VeevaVEEV |
| 0.52% | 0.53% | $1,462.4万 | 6.3万股 | $1,163.3万 | 6.0万股 | +2,695股+4.46% | 加仓 |
 霍尼韦尔HON |
| 0.51% | 0.77% | $1,454.5万 | 7.1万股 | $1,702.1万 | 8.1万股 | -1.0万股-12.69% | 减仓 |
| EENSIGNENSG |
| 0.51% | 0.22% | $1,453.9万 | 11.7万股 | $485.8万 | 4.3万股 | +7.4万股+169.92% | 加仓 |
 强生JNJ |
| 0.51% | 0.69% | $1,449.5万 | 9.4万股 | $1,523.7万 | 9.7万股 | -2,657股-2.74% | 减仓 |
 WorkdayWDAY |
| 0.51% | — | $1,435.0万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
 MATERIONMTRN |
| 0.51% | 0.25% | $1,430.7万 | 10.9万股 | $542.6万 | 4.2万股 | +6.7万股+160.41% | 加仓 |
| MMYRMYRG |
| 0.5% | 0.24% | $1,420.0万 | 8.0万股 | $532.0万 | 3.7万股 | +4.4万股+118.43% | 加仓 |
 雪佛龙CVX |
| 0.5% | 0.68% | $1,405.7万 | 8.9万股 | $1,486.2万 | 10.0万股 | -1.1万股-10.66% | 减仓 |
