 谷歌AGOOGL |
| 7.12% | 6.71% | $15.75亿 | 440.8万股 | $14.37亿 | 499.9万股 | -59.0万股-11.81% | 减仓 |
 亚马逊AMZN |
| 5.93% | 5.79% | $13.11亿 | 550.1万股 | $12.42亿 | 596.3万股 | -46.2万股-7.75% | 减仓 |
 微软MSFT |
| 5.73% | 6.09% | $12.66亿 | 339.5万股 | $13.04亿 | 352.4万股 | -12.9万股-3.66% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 5.68% | 5.81% | $12.55亿 | 250.8万股 | $12.46亿 | 260.1万股 | -9.2万股-3.55% | 减仓 |
 安费诺APH |
| 4.51% | 3.28% | $9.97亿 | 565.7万股 | $7.04亿 | 556.9万股 | +8.8万股+1.59% | 加仓 |
 嘉信理财SCHW |
| 4.47% | 4.68% | $9.88亿 | 1,070.7万股 | $10.03亿 | 1,067.0万股 | +3.7万股+0.35% | 加仓 |
| T赛默飞世尔TMO |
| 4.32% | 4.48% | $9.56亿 | 190.6万股 | $9.60亿 | 195.4万股 | -4.8万股-2.46% | 减仓 |
 苹果AAPL |
| 4.21% | 3.21% | $9.30亿 | 321.5万股 | $6.88亿 | 271.3万股 | +50.2万股+18.51% | 加仓 |
 雅培ABT |
| 4.08% | 3.76% | $9.03亿 | 995.1万股 | $8.07亿 | 785.8万股 | +209.2万股+26.63% | 加仓 |
 DANAHER DEL COMDHR |
| 3.38% | 3.53% | $7.47亿 | 392.3万股 | $7.58亿 | 399.6万股 | -7.3万股-1.82% | 减仓 |
 FORTIVE COMFTV |
| 3.34% | 3.07% | $7.40亿 | 1,210.8万股 | $6.58亿 | 1,190.3万股 | +20.5万股+1.72% | 加仓 |
 AMETEK COMAME |
| 3% | 3.46% | $6.62亿 | 273.8万股 | $7.41亿 | 345.8万股 | -72.0万股-20.83% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 2.94% | 3.62% | $6.50亿 | 527.9万股 | $7.77亿 | 493.8万股 | +34.1万股+6.90% | 加仓 |
 标普全球SPGI |
| 2.91% | 2.75% | $6.43亿 | 157.8万股 | $5.90亿 | 138.8万股 | +19.0万股+13.67% | 加仓 |
 VisaV |
| 2.35% | 2.85% | $5.20亿 | 151.6万股 | $6.11亿 | 202.2万股 | -50.6万股-25.01% | 减仓 |
 耐克NKE |
| 2.21% | 3% | $4.89亿 | 1,190.5万股 | $6.44亿 | 1,218.8万股 | -28.3万股-2.32% | 减仓 |
 史赛克SYK |
| 2.1% | 0.83% | $4.65亿 | 147.5万股 | $1.77亿 | 54.0万股 | +93.6万股+173.45% | 加仓 |
 Roper科技ROP |
| 2.03% | 2.09% | $4.48亿 | 132.5万股 | $4.47亿 | 126.4万股 | +6.1万股+4.85% | 加仓 |
 林德LIN |
| 1.98% | 1.9% | $4.39亿 | 84.5万股 | $4.08亿 | 82.2万股 | +2.3万股+2.77% | 加仓 |
 英伟达NVDA |
| 1.78% | 0.26% | $3.94亿 | 196.7万股 | $5,655.8万 | 32.4万股 | +164.2万股+506.43% | 加仓 |
 百事可乐PEP |
| 1.56% | 3.42% | $3.46亿 | 255.5万股 | $7.34亿 | 472.5万股 | -217.1万股-45.94% | 减仓 |
 MERCADOLIBRE COMMELI |
| 1.44% | 1.51% | $3.19亿 | 18.8万股 | $3.24亿 | 18.7万股 | +713股+0.38% | 加仓 |
 埃森哲ACN |
| 1.4% | 2.19% | $3.10亿 | 249.0万股 | $4.69亿 | 236.5万股 | +12.5万股+5.31% | 加仓 |
 ZOETIS CL AZTS |
| 1.37% | — | $3.03亿 | 421.1万股 | $0 | 0股 | +421.1万股 | 新买入 |
 宝洁PG |
| 1.34% | 1.53% | $2.97亿 | 202.4万股 | $3.28亿 | 226.9万股 | -24.5万股-10.82% | 减仓 |
 万事达MA |
| 1.24% | 1.23% | $2.75亿 | 53.6万股 | $2.65亿 | 53.0万股 | +6,005股+1.13% | 加仓 |
| RRALLIANT CORP COMRAL |
| 1.01% | 0.72% | $2.22亿 | 302.1万股 | $1.54亿 | 370.7万股 | -68.6万股-18.49% | 减仓 |
| MMAGNUM ICE CREAM ORD SHSMICC |
| 0.99% | 0.4% | $2.19亿 | 1,255.6万股 | $8,646.1万 | 588.8万股 | +666.8万股+113.24% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.98% | 0.94% | $2.16亿 | 54.3万股 | $2.01亿 | 63.2万股 | -8.9万股-14.13% | 减仓 |
 Meta平台META |
| 0.96% | 1.06% | $2.13亿 | 37.7万股 | $2.27亿 | 39.7万股 | -1.9万股-4.86% | 减仓 |
 露露乐蒙LULU |
| 0.94% | 1.33% | $2.07亿 | 181.6万股 | $2.84亿 | 185.8万股 | -4.2万股-2.24% | 减仓 |
 BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSBNTX |
| 0.94% | 1.53% | $2.07亿 | 222.6万股 | $3.27亿 | 368.0万股 | -145.4万股-39.51% | 减仓 |
 台积电TSM |
| 0.83% | 0.36% | $1.84亿 | 38.6万股 | $7,714.5万 | 22.8万股 | +15.8万股+69.11% | 加仓 |
 麦当劳MCD |
| 0.76% | 0.72% | $1.68亿 | 62.3万股 | $1.55亿 | 49.9万股 | +12.4万股+24.78% | 加仓 |
 应用材料AMAT |
| 0.68% | 0.63% | $1.50亿 | 20.7万股 | $1.35亿 | 39.6万股 | -18.9万股-47.79% | 减仓 |
 IDEXIEX |
| 0.66% | 0.65% | $1.47亿 | 64.7万股 | $1.40亿 | 74.0万股 | -9.3万股-12.62% | 减仓 |
 博通AVGO |
| 0.66% | 0.39% | $1.45亿 | 38.5万股 | $8,398.1万 | 27.1万股 | +11.3万股+41.72% | 加仓 |
 强生JNJ |
| 0.65% | 1.25% | $1.45亿 | 57.0万股 | $2.68亿 | 109.7万股 | -52.7万股-48.04% | 减仓 |
 宣伟SHW |
| 0.62% | 0.62% | $1.37亿 | 39.7万股 | $1.33亿 | 41.6万股 | -1.9万股-4.48% | 减仓 |
 明晟MSCI |
| 0.43% | 0.56% | $9,482.8万 | 16.9万股 | $1.19亿 | 22.1万股 | -5.2万股-23.48% | 减仓 |
 财捷INTU |
| 0.4% | 0.7% | $8,788.2万 | 33.7万股 | $1.49亿 | 34.5万股 | -8,010股-2.32% | 减仓 |
 美敦力MDT |
| 0.39% | 0.53% | $8,522.3万 | 108.9万股 | $1.14亿 | 131.8万股 | -22.8万股-17.33% | 减仓 |
 DOLLAR GEN NEWDG |
| 0.37% | 0.38% | $8,117.8万 | 70.5万股 | $8,076.3万 | 68.0万股 | +2.5万股+3.67% | 加仓 |
 3M COMMMM |
| 0.34% | 0.39% | $7,444.4万 | 46.0万股 | $8,278.5万 | 57.0万股 | -11.0万股-19.34% | 减仓 |
 COPART COMCPRT |
| 0.32% | 0.34% | $7,051.2万 | 250.1万股 | $7,376.3万 | 222.2万股 | +28.0万股+12.58% | 加仓 |
| N纳斯达克NDAQ |
| 0.32% | 0.27% | $7,030.3万 | 89.2万股 | $5,814.7万 | 68.5万股 | +20.7万股+30.22% | 加仓 |
 家得宝HD |
| 0.31% | 0.07% | $6,767.9万 | 19.2万股 | $1,494.3万 | 4.5万股 | +14.6万股+322.37% | 加仓 |
 赛富时CRM |
| 0.27% | 0.71% | $6,063.0万 | 38.7万股 | $1.53亿 | 81.7万股 | -43.0万股-52.65% | 减仓 |
| IIBMIBM |
| 0.27% | 0.04% | $5,863.4万 | 20.9万股 | $960.9万 | 4.0万股 | +16.9万股+425.94% | 加仓 |
 VERISK ANALYTICS COMVRSK |
| 0.26% | 0.28% | $5,806.9万 | 32.3万股 | $6,039.7万 | 31.8万股 | +5,156股+1.62% | 加仓 |
