 英伟达NVDA |
| 9.9% | 9.07% | $7,904.0万 | 39.5万股 | $7,559.5万 | 43.3万股 | -3.8万股-8.87% | 减仓 |
 微软MSFT |
| 7.02% | 7.36% | $5,604.1万 | 15.0万股 | $6,130.7万 | 16.6万股 | -1.5万股-9.29% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 6.14% | 5.91% | $4,903.4万 | 13.9万股 | $4,920.7万 | 17.2万股 | -3.3万股-19.10% | 减仓 |
 VisaV |
| 5.49% | 5.14% | $4,383.5万 | 12.8万股 | $4,281.1万 | 14.2万股 | -1.4万股-9.80% | 减仓 |
 礼来LLY |
| 5.37% | 4.3% | $4,285.2万 | 3.6万股 | $3,582.6万 | 3.9万股 | -3,224股-8.28% | 减仓 |
 苹果AAPL |
| 5.04% | 5.01% | $4,023.5万 | 13.9万股 | $4,175.0万 | 16.5万股 | -2.5万股-15.47% | 减仓 |
 谷歌AGOOGL |
| 4.94% | 4.73% | $3,946.6万 | 11.0万股 | $3,944.0万 | 13.7万股 | -2.7万股-19.48% | 减仓 |
 博通AVGO |
| 4.82% | 3.18% | $3,848.8万 | 10.2万股 | $2,646.1万 | 8.5万股 | +1.6万股+19.18% | 加仓 |
 固安捷GWW |
| 4.4% | 3.67% | $3,511.9万 | 2.6万股 | $3,059.0万 | 2.8万股 | -2,228股-7.94% | 减仓 |
 MCKESSON COMMCK |
| 4.24% | 5.05% | $3,387.9万 | 4.5万股 | $4,207.8万 | 4.9万股 | -3,788股-7.79% | 减仓 |
 史赛克SYK |
| 4.18% | 4.58% | $3,335.0万 | 10.6万股 | $3,817.8万 | 11.6万股 | -1.0万股-8.83% | 减仓 |
 应用材料AMAT |
| 3.6% | — | $2,873.4万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 万事达MA |
| 3.57% | 3.61% | $2,846.9万 | 5.5万股 | $3,011.1万 | 6.0万股 | -4,834股-8.02% | 减仓 |
 伊顿ETN |
| 2.94% | 2.59% | $2,348.2万 | 5.5万股 | $2,158.3万 | 6.0万股 | -5,236股-8.68% | 减仓 |
 Meta平台META |
| 2.81% | 2.98% | $2,244.3万 | 4.0万股 | $2,481.9万 | 4.3万股 | -3,536股-8.15% | 减仓 |
 标普全球SPGI |
| 2.5% | 2.72% | $1,999.5万 | 4.9万股 | $2,269.6万 | 5.3万股 | -4,264股-7.99% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.38% | 2.6% | $1,898.9万 | 3.8万股 | $2,169.8万 | 4.5万股 | -7,330股-16.19% | 减仓 |
 TJXTJX |
| 2.28% | 2.55% | $1,816.8万 | 12.0万股 | $2,122.6万 | 13.3万股 | -1.3万股-9.78% | 减仓 |
 AIRBNB COM CL AABNB |
| 2.22% | 2.04% | $1,775.8万 | 12.4万股 | $1,696.6万 | 13.4万股 | -1.0万股-7.63% | 减仓 |
 安费诺APH |
| 2.06% | 1.54% | $1,646.1万 | 9.3万股 | $1,283.9万 | 10.2万股 | -8,256股-8.12% | 减仓 |
 阿斯麦ASML |
| 1.98% | — | $1,577.6万 | 7,930股 | $0 | 0股 | +7,930股 | 新买入 |
 AON SHS CL AAON |
| 1.69% | 1.72% | $1,350.1万 | 4.1万股 | $1,432.8万 | 4.4万股 | -3,686股-8.30% | 减仓 |
 ServiceNowNOW |
| 1.6% | 1.74% | $1,278.1万 | 12.9万股 | $1,452.3万 | 13.9万股 | -1.0万股-7.33% | 减仓 |
 优步UBER |
| 1.36% | 1.43% | $1,085.3万 | 15.0万股 | $1,192.9万 | 16.6万股 | -1.5万股-9.31% | 减仓 |
 CencoraCOR |
| 0.67% | 1.03% | $538.3万 | 1.9万股 | $859.3万 | 2.7万股 | -8,330股-30.45% | 减仓 |
 特灵科技TT |
| 0.61% | 0.56% | $483.2万 | 9,838股 | $462.6万 | 1.1万股 | -1,263股-11.38% | 减仓 |
| FFASTENAL COMFAST |
| 0.59% | 0.61% | $473.8万 | 9.9万股 | $505.3万 | 10.9万股 | -1.0万股-9.42% | 减仓 |
 CINTAS COMCTAS |
| 0.4% | 0.42% | $320.5万 | 1.9万股 | $350.8万 | 2.1万股 | -1,897股-9.15% | 减仓 |
 宣伟SHW |
| 0.39% | 0.5% | $308.4万 | 8,956股 | $417.3万 | 1.3万股 | -4,061股-31.20% | 减仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.35% | 0.4% | $276.9万 | 1.7万股 | $330.2万 | 1.9万股 | -2,427股-12.75% | 减仓 |
| RROLLINS COMROL |
| 0.34% | 0.47% | $268.1万 | 6.4万股 | $392.6万 | 7.4万股 | -9,258股-12.60% | 减仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 0.32% | 0.2% | $256.5万 | 1.3万股 | $170.5万 | 8,155股 | +4,570股+56.04% | 加仓 |
 BroadridgeBR |
| 0.28% | 0.36% | $226.4万 | 1.7万股 | $299.6万 | 1.8万股 | -1,907股-10.34% | 减仓 |
 天弘CLS |
| 0.26% | 0.2% | $208.3万 | 5,710股 | $170.3万 | 6,045股 | -335股-5.54% | 减仓 |
 思科CSCO |
| 0.21% | — | $168.0万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 FICOFICO |
| 0.19% | 0.14% | $153.5万 | 1,285股 | $113.5万 | 1,063股 | +222股+20.88% | 加仓 |
 ITTITT |
| 0.19% | 0.26% | $149.3万 | 7,550股 | $217.3万 | 1.1万股 | -3,856股-33.81% | 减仓 |
 ADPADP |
| 0.17% | 2.19% | $137.5万 | 6,138股 | $1,826.9万 | 9.0万股 | -8.4万股-93.17% | 减仓 |
 CorpayCPAY |
| 0.17% | 0.15% | $136.9万 | 4,108股 | $127.5万 | 4,383股 | -275股-6.27% | 减仓 |
 艾伯维ABBV |
| 0.17% | — | $136.8万 | 5,438股 | $0 | 0股 | +5,438股 | 新买入 |
 好市多COST |
| 0.17% | — | $131.8万 | 1,409股 | $0 | 0股 | +1,409股 | 新买入 |
 瑞思迈RMD |
| 0.16% | 0.2% | $127.6万 | 6,548股 | $167.9万 | 7,478股 | -930股-12.44% | 减仓 |
 哈勃HUBB |
| 0.15% | 0.16% | $119.7万 | 2,287股 | $129.5万 | 2,640股 | -353股-13.37% | 减仓 |
 PAYCHEX COMPAYX |
| 0.15% | 0.15% | $117.1万 | 1.2万股 | $124.4万 | 1.4万股 | -1,603股-11.87% | 减仓 |
 MONOLITHIC PWR SYSMPWR |
| 0.14% | 0.12% | $114.2万 | 826股 | $96.1万 | 879股 | -53股-6.03% | 减仓 |
 卡地纳健康CAH |
| 0.12% | 0.11% | $98.2万 | 4,133股 | $93.5万 | 4,425股 | -292股-6.60% | 减仓 |
 NeurocrineNBIX |
| 0.11% | 0.06% | $90.3万 | 5,355股 | $53.2万 | 4,035股 | +1,320股+32.71% | 加仓 |
 爱德华生命科学EW |
| 0.11% | 0.1% | $87.7万 | 9,700股 | $82.8万 | 1.0万股 | -645股-6.23% | 减仓 |
 US FOODSUSFD |
| 0.11% | 0.1% | $85.7万 | 8,385股 | $82.3万 | 8,925股 | -540股-6.05% | 减仓 |
| HHEALTHEQUITYHQY |
| 0.1% | 0.09% | $78.0万 | 8,635股 | $77.3万 | 9,250股 | -615股-6.65% | 减仓 |
