 微软MSFT |
| 6% | 5.72% | $2.11亿 | 56.5万股 | $1.95亿 | 52.7万股 | +3.8万股+7.13% | 加仓 |
 英伟达NVDA |
| 4.7% | 2.91% | $1.65亿 | 82.4万股 | $9,940.0万 | 57.0万股 | +25.4万股+44.58% | 加仓 |
 亚马逊AMZN |
| 4.06% | 4.24% | $1.42亿 | 59.7万股 | $1.45亿 | 69.4万股 | -9.6万股-13.88% | 减仓 |
 谷歌AGOOGL |
| 3.85% | 3.08% | $1.35亿 | 37.8万股 | $1.05亿 | 36.5万股 | +1.3万股+3.49% | 加仓 |
 Meta平台META |
| 2.87% | 3.05% | $1.01亿 | 17.9万股 | $1.04亿 | 18.2万股 | -2,753股-1.51% | 减仓 |
 苹果AAPL |
| 2.62% | 1.94% | $9,209.9万 | 31.8万股 | $6,610.5万 | 26.0万股 | +5.8万股+22.20% | 加仓 |
 万事达MA |
| 2.57% | 2.87% | $9,016.9万 | 17.6万股 | $9,779.5万 | 19.6万股 | -2.0万股-10.29% | 减仓 |
 FLOOR & DECORFND |
| 1.81% | 1.62% | $6,348.4万 | 106.9万股 | $5,524.7万 | 108.7万股 | -1.7万股-1.60% | 减仓 |
 博通AVGO |
| 1.79% | 1.67% | $6,293.7万 | 16.7万股 | $5,713.9万 | 18.5万股 | -1.8万股-9.71% | 减仓 |
 MERCADOLIBRE COMMELI |
| 1.74% | 1.8% | $6,108.9万 | 3.6万股 | $6,133.0万 | 3.5万股 | +519股+1.46% | 加仓 |
 德康医疗DXCM |
| 1.61% | 1.68% | $5,663.8万 | 84.1万股 | $5,718.5万 | 91.1万股 | -7.0万股-7.65% | 减仓 |
 DANAHER DEL COMDHR |
| 1.59% | 1.99% | $5,563.3万 | 29.2万股 | $6,804.5万 | 35.9万股 | -6.7万股-18.62% | 减仓 |
 阿斯麦ASML |
| 1.46% | 0.47% | $5,128.2万 | 2.6万股 | $1,601.0万 | 1.2万股 | +1.4万股+112.72% | 加仓 |
| N新纪元能源NEE |
| 1.46% | 1.59% | $5,116.0万 | 58.3万股 | $5,413.8万 | 58.3万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 1.42% | 1.31% | $4,973.9万 | 15.2万股 | $4,469.8万 | 15.2万股 | +1股+0.00% | 加仓 |
 优步UBER |
| 1.41% | 1.66% | $4,962.7万 | 68.8万股 | $5,668.3万 | 78.8万股 | -10.0万股-12.73% | 减仓 |
 NETFLIXNFLX |
| 1.41% | 2.33% | $4,958.9万 | 69.5万股 | $7,938.1万 | 82.6万股 | -13.1万股-15.90% | 减仓 |
 直觉外科ISRG |
| 1.34% | 1.92% | $4,706.9万 | 11.8万股 | $6,553.2万 | 14.2万股 | -2.4万股-16.74% | 减仓 |
 美光科技MU |
| 1.34% | 0.58% | $4,689.8万 | 4.1万股 | $1,980.2万 | 5.9万股 | -1.8万股-30.72% | 减仓 |
 明晟MSCI |
| 1.33% | 1.72% | $4,656.6万 | 8.3万股 | $5,883.8万 | 10.9万股 | -2.6万股-23.83% | 减仓 |
 威廉姆斯WMB |
| 1.32% | 0.71% | $4,639.3万 | 62.4万股 | $2,425.3万 | 33.3万股 | +29.1万股+87.28% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 1.23% | 1.58% | $4,301.6万 | 100.8万股 | $5,402.5万 | 86.1万股 | +14.7万股+17.06% | 加仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 1.18% | 1.32% | $4,155.4万 | 18.1万股 | $4,487.9万 | 20.7万股 | -2.6万股-12.65% | 减仓 |
 VisaV |
| 1.16% | 0.23% | $4,066.0万 | 11.9万股 | $779.7万 | 2.6万股 | +9.3万股+359.42% | 加仓 |
 爱德华生命科学EW |
| 1.02% | 1.22% | $3,597.1万 | 39.8万股 | $4,160.9万 | 52.0万股 | -12.2万股-23.47% | 减仓 |
 ZOETIS CL AZTS |
| 1.01% | 1.7% | $3,528.7万 | 49.1万股 | $5,804.7万 | 49.1万股 | 00.00% | 持仓不变 |
 OLD DOMINION FREIGHT LINE INODFL |
| 0.99% | 1.57% | $3,467.8万 | 16.0万股 | $5,364.7万 | 27.5万股 | -11.4万股-41.69% | 减仓 |
 EquifaxEFX |
| 0.97% | 1.2% | $3,403.5万 | 21.4万股 | $4,081.3万 | 22.7万股 | -1.2万股-5.39% | 减仓 |
 PROGRESSIVEPGR |
| 0.96% | 1.04% | $3,356.6万 | 15.4万股 | $3,535.3万 | 17.8万股 | -2.5万股-13.84% | 减仓 |
 CMS ENERGY COMCMS |
| 0.94% | 1.2% | $3,283.3万 | 42.9万股 | $4,078.7万 | 52.6万股 | -9.7万股-18.37% | 减仓 |
 HUMANA COMHUM |
| 0.93% | 0.54% | $3,281.2万 | 8.3万股 | $1,849.5万 | 10.7万股 | -2.4万股-22.56% | 减仓 |
 美国运通AXP |
| 0.93% | 0.75% | $3,258.8万 | 9.6万股 | $2,552.0万 | 8.4万股 | +1.2万股+14.18% | 加仓 |
 FERGUSON ENTERPRISESFERG |
| 0.91% | 1.01% | $3,202.5万 | 13.5万股 | $3,429.3万 | 14.7万股 | -1.2万股-8.21% | 减仓 |
 台积电TSM |
| 0.9% | 0.25% | $3,150.9万 | 6.6万股 | $855.4万 | 2.5万股 | +4.1万股+160.67% | 加仓 |
 TradewebTW |
| 0.85% | 1.05% | $2,995.5万 | 30.1万股 | $3,574.5万 | 30.4万股 | -3,225股-1.06% | 减仓 |
| KKKR & COMKKR |
| 0.85% | 1.16% | $2,991.9万 | 32.6万股 | $3,951.2万 | 42.7万股 | -10.1万股-23.68% | 减仓 |
 应用材料AMAT |
| 0.84% | 0.81% | $2,943.8万 | 4.1万股 | $2,770.7万 | 8.1万股 | -4.0万股-49.77% | 减仓 |
 标普全球SPGI |
| 0.83% | 0.11% | $2,915.5万 | 7.2万股 | $368.6万 | 8,667股 | +6.3万股+725.98% | 加仓 |
 KINDER MORGAN DEL COMKMI |
| 0.82% | 1.28% | $2,866.7万 | 89.7万股 | $4,351.0万 | 129.8万股 | -40.1万股-30.90% | 减仓 |
 强生JNJ |
| 0.8% | 0.88% | $2,795.9万 | 11.0万股 | $3,015.0万 | 12.3万股 | -1.3万股-10.75% | 减仓 |
 英特尔INTC |
| 0.77% | 0.39% | $2,708.4万 | 19.4万股 | $1,344.7万 | 30.5万股 | -11.1万股-36.34% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.77% | 0.76% | $2,704.0万 | 5.4万股 | $2,589.0万 | 5.4万股 | 00.00% | 持仓不变 |
 AMERICAN TOWER COMAMT |
| 0.77% | 1.06% | $2,697.2万 | 16.5万股 | $3,615.0万 | 20.9万股 | -4.5万股-21.28% | 减仓 |
 思科CSCO |
| 0.76% | 0.75% | $2,662.0万 | 22.7万股 | $2,549.1万 | 32.9万股 | -10.2万股-31.04% | 减仓 |
 第一资本COF |
| 0.74% | 0.54% | $2,611.9万 | 13.0万股 | $1,848.4万 | 10.1万股 | +2.9万股+28.49% | 加仓 |
 ICON PUB LTD COICLR |
| 0.74% | 0.57% | $2,600.9万 | 15.0万股 | $1,928.7万 | 17.4万股 | -2.5万股-14.09% | 减仓 |
 艾伯维ABBV |
| 0.72% | 0.67% | $2,509.9万 | 10.0万股 | $2,294.9万 | 10.6万股 | -5,778股-5.48% | 减仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 0.7% | 0.66% | $2,472.0万 | 28.5万股 | $2,244.1万 | 28.5万股 | 00.00% | 持仓不变 |
 EquinixEQIX |
| 0.69% | 0.66% | $2,404.9万 | 2.3万股 | $2,261.5万 | 2.3万股 | 00.00% | 持仓不变 |
 华纳兄弟探索WBD |
| 0.68% | 0.56% | $2,399.2万 | 90.0万股 | $1,907.4万 | 69.5万股 | +20.5万股+29.50% | 加仓 |
