 微软MSFT |
| 6.22% | 6.61% | $2,909.5万 | 7.8万股 | $2,863.9万 | 7.7万股 | +354股+0.46% | 加仓 |
 博通AVGO |
| 5.45% | 5.45% | $2,548.8万 | 6.7万股 | $2,362.6万 | 7.6万股 | -9,117股-11.94% | 减仓 |
 谷歌AGOOGL |
| 5.23% | 4.84% | $2,446.2万 | 6.8万股 | $2,099.3万 | 7.3万股 | -4,822股-6.61% | 减仓 |
 Meta平台META |
| 5.11% | 5.57% | $2,390.7万 | 4.2万股 | $2,413.6万 | 4.2万股 | +254股+0.60% | 加仓 |
 PHILIP MORRIS INTLPM |
| 4% | 4.21% | $1,871.6万 | 10.3万股 | $1,827.2万 | 11.1万股 | -7,428股-6.72% | 减仓 |
 BOOKING COMBKNG |
| 3.59% | 3.11% | $1,676.8万 | 9.3万股 | $1,349.4万 | 3,205股 | +9.0万股+2,812.61% | 加仓 |
 POOLPOOL |
| 3.38% | 1.55% | $1,578.8万 | 7.3万股 | $672.8万 | 3.3万股 | +4.0万股+120.06% | 加仓 |
 美国运通AXP |
| 3.12% | 2.98% | $1,461.1万 | 4.3万股 | $1,293.6万 | 4.3万股 | +174股+0.41% | 加仓 |
| SSEI INVTSSEIC |
| 2.98% | 2.86% | $1,394.0万 | 15.8万股 | $1,238.2万 | 15.8万股 | +171股+0.11% | 加仓 |
 OTIS WORLDWIDEOTIS |
| 2.81% | 2.41% | $1,314.7万 | 18.4万股 | $1,043.0万 | 13.5万股 | +4.8万股+35.69% | 加仓 |
| CCBRE CL ACBRE |
| 2.78% | 2.31% | $1,302.3万 | 9.2万股 | $1,001.9万 | 6.9万股 | +2.3万股+33.87% | 加仓 |
 联合太平洋铁路UNP |
| 2.74% | 2.91% | $1,279.6万 | 4.7万股 | $1,259.9万 | 5.2万股 | -4,884股-9.41% | 减仓 |
 联合健康UNH |
| 2.65% | 1.84% | $1,240.7万 | 3.0万股 | $797.3万 | 2.9万股 | +384股+1.30% | 加仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 2.59% | 2.89% | $1,212.1万 | 7.2万股 | $1,254.5万 | 7.2万股 | -50股-0.07% | 减仓 |
 赛富时CRM |
| 2.24% | 2.2% | $1,047.0万 | 6.6万股 | $954.5万 | 5.1万股 | +1.5万股+29.57% | 加仓 |
 LPL金融LPLA |
| 2.2% | 1.99% | $1,028.6万 | 3.6万股 | $864.1万 | 2.9万股 | +7,558股+26.31% | 加仓 |
 高德纳IT |
| 2.16% | 2.58% | $1,011.9万 | 7.8万股 | $1,120.2万 | 7.1万股 | +6,766股+9.56% | 加仓 |
| BBECTON DICKINSON & COMBDX |
| 2.11% | 2.32% | $987.2万 | 6.5万股 | $1,005.6万 | 6.4万股 | +684股+1.07% | 加仓 |
 英伟达NVDA |
| 2.05% | — | $958.1万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
 MONDELEZ INTL CL AMDLZ |
| 1.96% | 2.28% | $917.5万 | 15.7万股 | $987.7万 | 17.1万股 | -1.5万股-8.59% | 减仓 |
 CDWCDW |
| 1.89% | 1.76% | $884.3万 | 6.3万股 | $762.5万 | 6.3万股 | -130股-0.21% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.75% | 1.8% | $816.8万 | 1.6万股 | $782.2万 | 1.6万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 1.74% | 1.81% | $816.0万 | 3.2万股 | $785.4万 | 3.2万股 | 00.00% | 持仓不变 |
 霍尼韦尔HON |
| 1.72% | 3.62% | $802.2万 | 3.6万股 | $1,570.3万 | 6.9万股 | -3.4万股-48.85% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 1.69% | — | $792.1万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
| Q高通QCOM |
| 1.63% | 1.73% | $764.6万 | 4.1万股 | $748.9万 | 5.8万股 | -1.7万股-29.81% | 减仓 |
 可口可乐KO |
| 1.63% | 1.64% | $761.7万 | 9.4万股 | $712.7万 | 9.4万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 1.45% | 1.72% | $677.9万 | 6.0万股 | $743.8万 | 6.0万股 | 00.00% | 持仓不变 |
 VisaV |
| 1.39% | 1.35% | $651.7万 | 1.9万股 | $584.7万 | 1.9万股 | -349股-1.80% | 减仓 |
 SCHEIN HENRYHSIC |
| 1.35% | 1.26% | $630.4万 | 7.5万股 | $544.9万 | 7.4万股 | +1,547股+2.09% | 加仓 |
| WWILLIS TOWERS WATSONWTW |
| 1.28% | 1.16% | $599.0万 | 2.3万股 | $501.2万 | 1.7万股 | +5,532股+32.09% | 加仓 |
 IQVIAIQV |
| 1.2% | 1.18% | $563.0万 | 2.9万股 | $511.0万 | 3.0万股 | -1,150股-3.84% | 减仓 |
 欧特克ADSK |
| 1.14% | 1.14% | $535.4万 | 2.7万股 | $493.9万 | 2.1万股 | +6,399股+31.02% | 加仓 |
| WWEXWEX |
| 0.94% | 1.07% | $439.7万 | 3.1万股 | $466.0万 | 3.0万股 | +715股+2.35% | 加仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 0.88% | 3.44% | $410.1万 | 1.2万股 | $1,493.3万 | 5.3万股 | -4.1万股-77.85% | 减仓 |
 优步UBER |
| 0.86% | 0.8% | $402.5万 | 5.4万股 | $346.4万 | 4.8万股 | +6,252股+12.98% | 加仓 |
 MATTELMAT |
| 0.84% | 0.3% | $393.2万 | 28.3万股 | $128.1万 | 8.8万股 | +19.5万股+221.37% | 加仓 |
 宝洁PG |
| 0.82% | 0.71% | $385.6万 | 2.6万股 | $308.1万 | 2.1万股 | +4,421股+20.73% | 加仓 |
| EEXLSERVICEEXLS |
| 0.8% | 1.01% | $373.7万 | 14.2万股 | $439.6万 | 14.4万股 | -2,155股-1.49% | 减仓 |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 0.77% | 1.03% | $362.3万 | 4.8万股 | $447.1万 | 6.9万股 | -2.1万股-30.26% | 减仓 |
 ROSS STORES COMROST |
| 0.77% | 0.84% | $360.8万 | 1.7万股 | $362.4万 | 1.7万股 | +223股+1.33% | 加仓 |
 慧与HPEHPE |
| 0.68% | — | $319.7万 | 7.1万股 | $0 | 0股 | +7.1万股 | 新买入 |
 艾伯维ABBV |
| 0.66% | 0.61% | $307.0万 | 1.2万股 | $265.3万 | 1.2万股 | 00.00% | 持仓不变 |
| GGENPACT LIMITEDG |
| 0.62% | 0.92% | $289.0万 | 10.5万股 | $398.2万 | 10.7万股 | -1,808股-1.69% | 减仓 |
 雷神技术RTX |
| 0.6% | 0.66% | $282.1万 | 1.5万股 | $286.8万 | 1.5万股 | 00.00% | 持仓不变 |
 芝加哥商品交易所CME |
| 0.58% | 0.98% | $271.2万 | 1.2万股 | $426.8万 | 1.4万股 | -2,169股-15.01% | 减仓 |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 0.56% | — | $261.0万 | 9,916股 | $0 | 0股 | +9,916股 | 新买入 |
 沃特世WAT |
| 0.46% | 0.39% | $215.2万 | 5,738股 | $167.4万 | 5,621股 | +117股+2.08% | 加仓 |
 ServiceNowNOW |
| 0.45% | 0.34% | $208.5万 | 2.1万股 | $146.4万 | 1.4万股 | +7,000股+50.00% | 加仓 |
 ICON PUB LTD COICLR |
| 0.43% | 0.37% | $199.5万 | 1.1万股 | $160.8万 | 1.5万股 | -3,051股-20.99% | 减仓 |
