 WEST PHARMACEUTICAL SVSCWST |
| 6.03% | 4.67% | $3.71亿 | 103.4万股 | $3.30亿 | 131.5万股 | -28.2万股-21.41% | 减仓 |
 联合健康UNH |
| 5.69% | 4.3% | $3.50亿 | 84.2万股 | $3.04亿 | 112.2万股 | -27.9万股-24.89% | 减仓 |
 台积电TSM |
| 5.48% | 4.07% | $3.37亿 | 70.6万股 | $2.87亿 | 85.0万股 | -14.4万股-16.90% | 减仓 |
 德州仪器TXN |
| 5.23% | 4.18% | $3.22亿 | 108.1万股 | $2.95亿 | 151.9万股 | -43.7万股-28.80% | 减仓 |
 谷歌AGOOGL |
| 4.8% | 4.27% | $2.96亿 | 82.7万股 | $3.01亿 | 104.8万股 | -22.1万股-21.07% | 减仓 |
 IQVIAIQV |
| 4.71% | 4.58% | $2.90亿 | 150.1万股 | $3.24亿 | 189.7万股 | -39.7万股-20.91% | 减仓 |
 美国运通AXP |
| 4.67% | 4.61% | $2.87亿 | 84.9万股 | $3.25亿 | 107.6万股 | -22.6万股-21.03% | 减仓 |
 COOPER COSCOO |
| 4.59% | 3.87% | $2.83亿 | 394.0万股 | $2.73亿 | 382.3万股 | +11.7万股+3.06% | 加仓 |
 VisaV |
| 4.56% | 4.44% | $2.81亿 | 81.8万股 | $3.13亿 | 103.7万股 | -21.9万股-21.14% | 减仓 |
 PROGRESSIVEPGR |
| 4.33% | — | $2.66亿 | 121.9万股 | $0 | 0股 | +121.9万股 | 新买入 |
| T赛默飞世尔TMO |
| 4.31% | 4.62% | $2.66亿 | 53.0万股 | $3.26亿 | 66.3万股 | -13.3万股-20.07% | 减仓 |
 CDWCDW |
| 4.27% | 3.95% | $2.63亿 | 186.8万股 | $2.79亿 | 230.2万股 | -43.5万股-18.88% | 减仓 |
 BOOKING COMBKNG |
| 4.26% | 4.44% | $2.63亿 | 147.3万股 | $3.13亿 | 7.4万股 | +139.9万股+1,879.15% | 加仓 |
 明晟MSCI |
| 4.22% | 4.48% | $2.60亿 | 46.4万股 | $3.17亿 | 58.7万股 | -12.4万股-21.04% | 减仓 |
 SYSCO COMSYY |
| 4.19% | 3.96% | $2.58亿 | 308.5万股 | $2.79亿 | 391.4万股 | -82.9万股-21.17% | 减仓 |
| BBECTON DICKINSON & COMBDX |
| 4.15% | 4.32% | $2.56亿 | 169.0万股 | $3.05亿 | 193.9万股 | -24.9万股-12.85% | 减仓 |
 AON SHS CL AAON |
| 4.14% | 4.46% | $2.55亿 | 76.9万股 | $3.15亿 | 97.6万股 | -20.7万股-21.23% | 减仓 |
 穆迪MCO |
| 4.11% | 4.39% | $2.53亿 | 55.9万股 | $3.10亿 | 71.0万股 | -15.1万股-21.26% | 减仓 |
 富达·NATL INFORMATION SVCS COMFIS |
| 3.97% | 3.72% | $2.44亿 | 628.4万股 | $2.63亿 | 559.7万股 | +68.7万股+12.28% | 加仓 |
 微软MSFT |
| 3.91% | 4.29% | $2.41亿 | 64.5万股 | $3.03亿 | 81.9万股 | -17.4万股-21.21% | 减仓 |
 芝加哥商品交易所CME |
| 3.59% | 4.26% | $2.21亿 | 100.2万股 | $3.00亿 | 101.7万股 | -1.5万股-1.50% | 减仓 |
 赛富时CRM |
| 3.03% | 4% | $1.87亿 | 119.3万股 | $2.83亿 | 151.3万股 | -32.1万股-21.19% | 减仓 |
 标普全球SPGI |
| 1.77% | 2.04% | $1.09亿 | 26.7万股 | $1.44亿 | 33.8万股 | -7.1万股-21.01% | 减仓 |
