 英伟达NVDA |
| 6.98% | 6.28% | $7,009.6万 | 35.0万股 | $6,280.0万 | 36.0万股 | -9,770股-2.71% | 减仓 |
 苹果AAPL |
| 6.52% | 6.55% | $6,549.4万 | 22.6万股 | $6,549.1万 | 25.8万股 | -3.2万股-12.29% | 减仓 |
 微软MSFT |
| 5.2% | 5.91% | $5,224.7万 | 14.0万股 | $5,909.5万 | 16.0万股 | -2.0万股-12.26% | 减仓 |
 博通AVGO |
| 5.11% | 4.33% | $5,133.5万 | 13.6万股 | $4,326.2万 | 14.0万股 | -3,879股-2.78% | 减仓 |
 GE航空GE |
| 4.85% | 3.64% | $4,870.4万 | 13.0万股 | $3,642.0万 | 12.8万股 | +1,973股+1.54% | 加仓 |
 安费诺APH |
| 4.55% | 3.67% | $4,567.4万 | 25.9万股 | $3,670.0万 | 29.0万股 | -3.1万股-10.82% | 减仓 |
 VisaV |
| 4.32% | 4.15% | $4,339.8万 | 12.6万股 | $4,144.9万 | 13.7万股 | -1.1万股-7.76% | 减仓 |
 亚马逊AMZN |
| 4.3% | 5.62% | $4,322.6万 | 18.1万股 | $5,622.0万 | 27.0万股 | -8.9万股-32.81% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.95% | 5.02% | $3,969.1万 | 11.2万股 | $5,020.5万 | 17.5万股 | -6.3万股-35.81% | 减仓 |
 穆迪MCO |
| 3.86% | 4.02% | $3,874.4万 | 8.6万股 | $4,016.6万 | 9.2万股 | -6,528股-7.09% | 减仓 |
 台积电TSM |
| 3.83% | 3.06% | $3,850.6万 | 8.1万股 | $3,056.2万 | 9.0万股 | -9,806股-10.84% | 减仓 |
 强生JNJ |
| 3.7% | 4.06% | $3,715.3万 | 14.6万股 | $4,057.7万 | 16.6万股 | -2.0万股-11.87% | 减仓 |
 AMETEK COMAME |
| 3.59% | 3.67% | $3,605.2万 | 14.9万股 | $3,668.2万 | 17.1万股 | -2.2万股-12.92% | 减仓 |
 史赛克SYK |
| 3.54% | 3.41% | $3,559.2万 | 11.3万股 | $3,405.4万 | 10.4万股 | +9,411股+9.08% | 加仓 |
 林德LIN |
| 3.53% | 3.69% | $3,546.2万 | 6.8万股 | $3,685.1万 | 7.4万股 | -5,998股-8.07% | 减仓 |
 GE VernovaGEV |
| 3.05% | 2.02% | $3,065.9万 | 2.6万股 | $2,024.3万 | 2.3万股 | +2,905股+12.53% | 加仓 |
 ANALOG DEVICES COMADI |
| 2.98% | 3.8% | $2,992.6万 | 7.5万股 | $3,800.4万 | 11.9万股 | -4.4万股-36.92% | 减仓 |
 Meta平台META |
| 2.76% | 3.01% | $2,772.7万 | 4.9万股 | $3,005.2万 | 5.3万股 | -3,303股-6.29% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.7% | 2.88% | $2,709.9万 | 5.4万股 | $2,878.0万 | 6.0万股 | -5,903股-9.83% | 减仓 |
 NETFLIXNFLX |
| 2.64% | 2.49% | $2,655.1万 | 37.2万股 | $2,493.1万 | 25.9万股 | +11.3万股+43.41% | 加仓 |
 阿斯麦ASML |
| 2.62% | 0.3% | $2,635.0万 | 1.3万股 | $304.3万 | 2,304股 | +1.1万股+474.87% | 加仓 |
 梅特勒托利多MTD |
| 2.46% | 2.14% | $2,468.5万 | 1.9万股 | $2,144.3万 | 1.7万股 | +2,321股+13.65% | 加仓 |
 TransDigmTDG |
| 2.08% | 4.55% | $2,088.2万 | 1.6万股 | $4,548.5万 | 3.9万股 | -2.4万股-60.05% | 减仓 |
 DANAHER DEL COMDHR |
| 1.8% | 2.28% | $1,813.6万 | 9.5万股 | $2,278.8万 | 12.0万股 | -2.5万股-20.78% | 减仓 |
| UUNILEVER SPON ADR NEWUL |
| 1.7% | 1.97% | $1,711.9万 | 28.5万股 | $1,965.2万 | 34.5万股 | -6.0万股-17.45% | 减仓 |
 甲骨文ORCL |
| 1.63% | 1.76% | $1,639.4万 | 11.2万股 | $1,758.0万 | 12.0万股 | -7,642股-6.39% | 减仓 |
 AMERICAN TOWER COMAMT |
| 1.33% | 1.54% | $1,332.0万 | 8.1万股 | $1,540.8万 | 8.9万股 | -7,849股-8.79% | 减仓 |
 STANDARDAEROSARO |
| 1.27% | — | $1,279.7万 | 42.8万股 | $0 | 0股 | +42.8万股 | 新买入 |
 HEICOHEI |
| 1.14% | 1.31% | $1,142.4万 | 3.2万股 | $1,308.6万 | 4.8万股 | -1.6万股-32.80% | 减仓 |
| QQXOQXO |
| 1.03% | 0.93% | $1,035.6万 | 59.9万股 | $925.2万 | 47.6万股 | +12.3万股+25.80% | 加仓 |
 艺康ECL |
| 0.98% | 0.95% | $982.4万 | 3.5万股 | $954.7万 | 3.6万股 | -627股-1.75% | 减仓 |
 谷歌AGOOGL |
| 0.02% | 0.02% | $18.0万 | 505股 | $21.2万 | 736股 | -231股-31.39% | 减仓 |
 耐克NKE |
| <0.01% | <0.01% | $2.5万 | 610股 | $3.2万 | 610股 | 00.00% | 持仓不变 |
