 苹果AAPL |
| 9.34% | 9.96% | $4,245.7万 | 14.7万股 | $3,773.9万 | 14.9万股 | -1,974股-1.33% | 减仓 |
 英伟达NVDA |
| 8.92% | 9.49% | $4,054.0万 | 20.3万股 | $3,593.3万 | 20.6万股 | -3,431股-1.67% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 8.33% | 8.2% | $3,786.0万 | 10.7万股 | $3,105.6万 | 10.8万股 | -1,108股-1.02% | 减仓 |
 微软MSFT |
| 6.51% | 7.88% | $2,956.1万 | 7.9万股 | $2,986.4万 | 8.1万股 | -1,429股-1.77% | 减仓 |
 亚马逊AMZN |
| 5.67% | 6.03% | $2,576.1万 | 10.8万股 | $2,284.7万 | 11.0万股 | -1,614股-1.47% | 减仓 |
 科磊KLAC |
| 4.07% | 2.42% | $1,847.9万 | 6.1万股 | $915.8万 | 6,220股 | +5.5万股+884.66% | 加仓 |
 泛林集团LRCX |
| 3.91% | 2.34% | $1,775.0万 | 4.1万股 | $887.3万 | 4.2万股 | -568股-1.37% | 减仓 |
 博通AVGO |
| 3.87% | 3.85% | $1,757.8万 | 4.7万股 | $1,459.8万 | 4.7万股 | -630股-1.34% | 减仓 |
 好市多COST |
| 3.5% | 4.55% | $1,588.1万 | 1.7万股 | $1,721.9万 | 1.7万股 | -304股-1.76% | 减仓 |
 安费诺APH |
| 3.35% | 2.92% | $1,521.7万 | 8.6万股 | $1,107.7万 | 8.8万股 | -1,364股-1.56% | 减仓 |
 穆迪MCO |
| 3.31% | 3.88% | $1,503.0万 | 3.3万股 | $1,469.7万 | 3.4万股 | -505股-1.50% | 减仓 |
 VisaV |
| 3.13% | 3.37% | $1,420.2万 | 4.1万股 | $1,275.4万 | 4.2万股 | -804股-1.91% | 减仓 |
 应用材料AMAT |
| 2.91% | 1.68% | $1,324.3万 | 1.8万股 | $634.4万 | 1.9万股 | -244股-1.31% | 减仓 |
| FFASTENAL COMFAST |
| 2.62% | 3.08% | $1,192.4万 | 24.8万股 | $1,166.2万 | 25.1万股 | -3,069股-1.22% | 减仓 |
 阿斯麦ASML |
| 2.58% | 1.73% | $1,174.4万 | 5,903股 | $657.0万 | 4,974股 | +929股+18.68% | 加仓 |
 标普全球SPGI |
| 2.4% | 3.05% | $1,090.7万 | 2.7万股 | $1,153.4万 | 2.7万股 | -334股-1.23% | 减仓 |
 IDEXX LABS COMIDXX |
| 2.32% | 3.01% | $1,052.4万 | 2.0万股 | $1,139.8万 | 2.0万股 | -295股-1.45% | 减仓 |
 AMD超威AMD |
| 2.14% | 0.78% | $970.5万 | 1.7万股 | $295.4万 | 1.5万股 | +2,185股+15.05% | 加仓 |
 特灵科技TT |
| 2.03% | 2.1% | $924.2万 | 1.9万股 | $794.1万 | 1.9万股 | -239股-1.25% | 减仓 |
 万事达MA |
| 2.01% | 2.39% | $914.1万 | 1.8万股 | $903.9万 | 1.8万股 | -293股-1.62% | 减仓 |
 明晟MSCI |
| 1.87% | 2.19% | $848.7万 | 1.5万股 | $828.6万 | 1.5万股 | -218股-1.42% | 减仓 |
 美光科技MU |
| 1.82% | 0.65% | $826.4万 | 7,159股 | $245.5万 | 7,268股 | -109股-1.50% | 减仓 |
 DANAHER DEL COMDHR |
| 1.81% | 2.19% | $822.1万 | 4.3万股 | $830.8万 | 4.4万股 | -659股-1.50% | 减仓 |
 谷歌AGOOGL |
| 1.44% | 1.45% | $654.3万 | 1.8万股 | $549.1万 | 1.9万股 | -786股-4.12% | 减仓 |
 林德LIN |
| 1.21% | 0.86% | $547.6万 | 1.1万股 | $324.9万 | 6,553股 | +3,999股+61.03% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 1.15% | 1.04% | $523.5万 | 1.4万股 | $393.2万 | 1.4万股 | -202股-1.43% | 减仓 |
 康宁GLW |
| 1.05% | 0.68% | $479.3万 | 1.9万股 | $257.4万 | 1.9万股 | -166股-0.88% | 减仓 |
 德州仪器TXN |
| 0.92% | 0.73% | $416.0万 | 1.4万股 | $274.6万 | 1.4万股 | -190股-1.34% | 减仓 |
 UNITED RENTALSURI |
| 0.84% | 0.66% | $382.4万 | 3,375股 | $249.7万 | 3,427股 | -52股-1.52% | 减仓 |
 英特尔INTC |
| 0.73% | — | $329.4万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 迪尔DE |
| 0.56% | 0.61% | $256.5万 | 4,044股 | $230.3万 | 4,088股 | -44股-1.08% | 减仓 |
 强生JNJ |
| 0.52% | 0.61% | $238.5万 | 9,390股 | $229.5万 | 9,390股 | 00.00% | 持仓不变 |
 CienaCIEN |
| 0.5% | 0.49% | $229.4万 | 4,676股 | $184.3万 | 4,748股 | -72股-1.52% | 减仓 |
| IiShares安硕信托IVW |
| 0.42% | 0.42% | $192.5万 | 1.4万股 | $158.4万 | 1.4万股 | 00.00% | 持仓不变 |
 CINTAS COMCTAS |
| 0.32% | 0.38% | $144.6万 | 8,502股 | $145.7万 | 8,613股 | -111股-1.29% | 减仓 |
 TJXTJX |
| 0.2% | 0.25% | $90.5万 | 5,975股 | $95.4万 | 5,975股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.18% | 0.21% | $83.1万 | 1,660股 | $79.5万 | 1,660股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.17% | 0.15% | $75.3万 | 628股 | $57.8万 | 628股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VGT |
| 0.15% | 0.13% | $66.9万 | 5,600股 | $48.8万 | 700股 | +4,900股+700.00% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.14% | 0.14% | $61.7万 | 4,000股 | $52.8万 | 4,000股 | 00.00% | 持仓不变 |
 3M COMMMM |
| 0.13% | 0.19% | $60.4万 | 3,731股 | $72.7万 | 5,008股 | -1,277股-25.50% | 减仓 |
 AMGEN COMAMGN |
| 0.13% | 0.15% | $57.2万 | 1,580股 | $55.6万 | 1,580股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金IIBAB |
| 0.1% | 0.12% | $47.5万 | 1.8万股 | $43.9万 | 1.6万股 | +1,442股+8.87% | 加仓 |
| IIBMIBM |
| 0.1% | 0.14% | $43.5万 | 1,548股 | $52.1万 | 2,149股 | -601股-27.97% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.08% | 0.09% | $36.0万 | 7,123股 | $32.5万 | 6,519股 | +604股+9.27% | 加仓 |
 阿默普莱斯AMP |
| 0.07% | 0.08% | $33.0万 | 720股 | $32.0万 | 720股 | 00.00% | 持仓不变 |
 ADPADP |
| 0.07% | 0.08% | $31.8万 | 1,419股 | $28.8万 | 1,419股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.06% | 0.07% | $29.3万 | 416股 | $28.1万 | 455股 | -39股-8.57% | 减仓 |
| V先锋领航全球基金VIS |
| 0.06% | 0.07% | $28.8万 | 800股 | $25.0万 | 800股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.06% | 0.07% | $26.5万 | 2,757股 | $26.6万 | 2,757股 | 00.00% | 持仓不变 |
