 谷歌AGOOGL |
| 8.51% | 7.3% | $4.91亿 | 137.5万股 | $3.70亿 | 128.8万股 | +8.7万股+6.78% | 加仓 |
 微软MSFT |
| 7.53% | 7.74% | $4.35亿 | 116.7万股 | $3.93亿 | 106.0万股 | +10.6万股+10.04% | 加仓 |
 苹果AAPL |
| 6.79% | 6.29% | $3.92亿 | 135.6万股 | $3.19亿 | 125.6万股 | +10.0万股+7.95% | 加仓 |
 亚马逊AMZN |
| 6.73% | 6.58% | $3.89亿 | 163.1万股 | $3.34亿 | 160.3万股 | +2.9万股+1.78% | 加仓 |
 英伟达NVDA |
| 6.64% | 5.02% | $3.83亿 | 191.6万股 | $2.55亿 | 146.1万股 | +45.6万股+31.21% | 加仓 |
 VisaV |
| 4.58% | 4.44% | $2.65亿 | 77.2万股 | $2.25亿 | 74.6万股 | +2.6万股+3.52% | 加仓 |
 应用材料AMAT |
| 4.55% | 2.99% | $2.63亿 | 36.4万股 | $1.52亿 | 44.4万股 | -8.0万股-18.05% | 减仓 |
 雷神技术RTX |
| 3.56% | 3.93% | $2.05亿 | 108.3万股 | $1.99亿 | 103.3万股 | +5.0万股+4.85% | 加仓 |
 摩托罗拉解决方案MSI |
| 3.2% | 3.69% | $1.85亿 | 44.5万股 | $1.87亿 | 43.1万股 | +1.4万股+3.29% | 加仓 |
 Meta平台META |
| 2.85% | 2.09% | $1.65亿 | 29.2万股 | $1.06亿 | 18.5万股 | +10.8万股+58.17% | 加仓 |
 默沙东MRK |
| 2.56% | 2.69% | $1.48亿 | 114.9万股 | $1.36亿 | 113.2万股 | +1.7万股+1.49% | 加仓 |
 派克汉尼汾PH |
| 2.4% | 2.16% | $1.39亿 | 14.2万股 | $1.10亿 | 12.2万股 | +1.9万股+15.90% | 加仓 |
 安费诺APH |
| 2.31% | 1.71% | $1.34亿 | 75.8万股 | $8,694.0万 | 68.8万股 | +7.0万股+10.21% | 加仓 |
 美敦力MDT |
| 2.13% | 2.7% | $1.23亿 | 157.1万股 | $1.37亿 | 158.1万股 | -1.0万股-0.63% | 减仓 |
 博通AVGO |
| 2% | 1.41% | $1.16亿 | 30.6万股 | $7,166.1万 | 23.2万股 | +7.5万股+32.34% | 加仓 |
 好市多COST |
| 1.96% | 2.37% | $1.13亿 | 12.1万股 | $1.20亿 | 12.1万股 | +14股+0.01% | 加仓 |
 OTIS WORLDWIDEOTIS |
| 1.76% | 2.04% | $1.01亿 | 141.7万股 | $1.03亿 | 134.1万股 | +7.6万股+5.68% | 加仓 |
 礼来LLY |
| 1.76% | 1.4% | $1.01亿 | 8.5万股 | $7,116.8万 | 7.7万股 | +7,173股+9.27% | 加仓 |
 标普全球SPGI |
| 1.68% | 1.83% | $9,704.9万 | 23.8万股 | $9,289.5万 | 21.8万股 | +2.0万股+9.11% | 加仓 |
 科磊KLAC |
| 1.61% | 1.17% | $9,328.5万 | 30.9万股 | $5,915.2万 | 4.0万股 | +26.9万股+669.62% | 加仓 |
 LAUDER ESTEE COS CL AEL |
| 1.56% | 1.57% | $8,991.2万 | 113.9万股 | $7,961.1万 | 110.9万股 | +3.0万股+2.67% | 加仓 |
 摩根士丹利MS |
| 1.45% | 1.28% | $8,392.3万 | 40.1万股 | $6,487.7万 | 39.4万股 | +7,249股+1.84% | 加仓 |
 高露洁CL |
| 1.21% | 1.29% | $6,979.5万 | 76.1万股 | $6,535.1万 | 76.7万股 | -5,483股-0.72% | 减仓 |
 ZOETIS CL AZTS |
| 1.19% | 2.45% | $6,869.1万 | 95.6万股 | $1.24亿 | 104.9万股 | -9.3万股-8.90% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.07% | 0.91% | $6,191.3万 | 8.3万股 | $4,620.8万 | 7.1万股 | +1.2万股+16.68% | 加仓 |
 摩根大通JPM |
| 1.05% | 1% | $6,072.2万 | 18.6万股 | $5,047.6万 | 17.2万股 | +1.4万股+8.11% | 加仓 |
 万豪MAR |
| 1.01% | 1.06% | $5,855.4万 | 15.8万股 | $5,364.8万 | 16.4万股 | -6,025股-3.67% | 减仓 |
 穆迪MCO |
| 1.01% | 1.01% | $5,826.5万 | 12.9万股 | $5,111.4万 | 11.7万股 | +1.1万股+9.79% | 加仓 |
 耐克NKE |
| 0.96% | 1.27% | $5,574.1万 | 135.8万股 | $6,439.7万 | 121.9万股 | +13.9万股+11.38% | 加仓 |
 埃森哲ACN |
| 0.95% | 2.61% | $5,471.7万 | 44.0万股 | $1.32亿 | 66.7万股 | -22.7万股-34.08% | 减仓 |
 艺康ECL |
| 0.94% | 1.15% | $5,421.6万 | 19.5万股 | $5,841.0万 | 22.0万股 | -2.5万股-11.37% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.84% | 0.84% | $4,844.1万 | 58.6万股 | $4,267.9万 | 53.6万股 | +5.0万股+9.34% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.8% | 1.1% | $4,621.2万 | 37.5万股 | $5,581.6万 | 35.5万股 | +2.0万股+5.77% | 加仓 |
 梅特勒托利多MTD |
| 0.78% | 0.74% | $4,506.9万 | 3.5万股 | $3,763.6万 | 3.0万股 | +5,437股+18.22% | 加仓 |
 ROSS STORES COMROST |
| 0.77% | 1.12% | $4,445.2万 | 20.9万股 | $5,691.0万 | 26.3万股 | -5.4万股-20.50% | 减仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.77% | 0.94% | $4,429.6万 | 76.6万股 | $4,756.1万 | 82.5万股 | -5.9万股-7.19% | 减仓 |
 迪士尼DIS |
| 0.76% | 0.85% | $4,399.2万 | 45.7万股 | $4,291.4万 | 44.5万股 | +1.2万股+2.65% | 加仓 |
 马丁玛丽埃塔MLM |
| 0.76% | 0.95% | $4,379.2万 | 7.6万股 | $4,808.9万 | 8.2万股 | -5,755股-7.04% | 减仓 |
 雪佛龙CVX |
| 0.74% | 1.03% | $4,277.2万 | 25.8万股 | $5,244.0万 | 25.3万股 | +4,579股+1.81% | 加仓 |
 IDEXX LABS COMIDXX |
| 0.69% | 0.75% | $3,978.5万 | 7.6万股 | $3,780.7万 | 6.7万股 | +8,287股+12.32% | 加仓 |
 T-MOBILE US COMTMUS |
| 0.6% | 0.9% | $3,452.4万 | 20.6万股 | $4,582.2万 | 21.8万股 | -1.2万股-5.66% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.53% | 0.49% | $3,067.6万 | 8.7万股 | $2,509.2万 | 8.7万股 | -652股-0.75% | 减仓 |
 霍尼韦尔HON |
| 0.49% | 1.07% | $2,846.1万 | 12.7万股 | $5,443.1万 | 24.1万股 | -11.4万股-47.21% | 减仓 |
 SMURFIT WESTROCK SHSSW |
| 0.49% | — | $2,816.8万 | 60.9万股 | $0 | 0股 | +60.9万股 | 新买入 |
 美光科技MU |
| 0.45% | 0.03% | $2,604.3万 | 2.3万股 | $174.6万 | 5,170股 | +1.7万股+336.40% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.39% | 0.4% | $2,262.5万 | 4.9万股 | $2,047.2万 | 4.2万股 | +7,059股+16.72% | 加仓 |
| BBECTON DICKINSON & COMBDX |
| 0.33% | 0.94% | $1,899.3万 | 12.6万股 | $4,767.9万 | 30.3万股 | -17.8万股-58.61% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.22% | 0.37% | $1,254.8万 | 2.5万股 | $1,891.2万 | 3.9万股 | -1.4万股-36.46% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.21% | — | $1,226.5万 | 5.5万股 | $0 | 0股 | +5.5万股 | 新买入 |
 BOSTON SCIENTIFIC COMBSX |
| 0.18% | 0.27% | $1,029.1万 | 24.1万股 | $1,364.7万 | 21.7万股 | +2.4万股+10.86% | 加仓 |
