| SSPDR标普500 ETFSPY |
| 28.39% | 25.57% | $3.02亿 | 40.4万股 | $2.34亿 | 36.0万股 | +4.4万股+12.35% | 加仓 |
 CorpayCPAY |
| 5.96% | 6.74% | $6,332.1万 | 19.0万股 | $6,169.0万 | 21.2万股 | -2.2万股-10.38% | 减仓 |
 台积电TSM |
| 5.74% | 4.95% | $6,100.7万 | 12.8万股 | $4,530.0万 | 13.4万股 | -6,300股-4.70% | 减仓 |
 亚马逊AMZN |
| 5.52% | 6.64% | $5,867.1万 | 24.6万股 | $6,072.5万 | 29.2万股 | -4.5万股-15.57% | 减仓 |
 AON SHS CL AAON |
| 4.49% | 5.41% | $4,776.3万 | 14.4万股 | $4,948.2万 | 15.3万股 | -9,300股-6.07% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.3% | 2.99% | $4,568.2万 | 12.9万股 | $2,733.5万 | 9.5万股 | +3.4万股+35.68% | 加仓 |
 微软MSFT |
| 3.74% | 5.72% | $3,973.1万 | 10.7万股 | $5,238.3万 | 14.2万股 | -3.5万股-24.73% | 减仓 |
 英伟达NVDA |
| 3.68% | 1.22% | $3,915.8万 | 19.6万股 | $1,116.2万 | 6.4万股 | +13.2万股+205.78% | 加仓 |
 汽车地带AZO |
| 3.12% | 3.51% | $3,322.2万 | 1.0万股 | $3,210.6万 | 9,505股 | +890股+9.36% | 加仓 |
 明晟MSCI |
| 3.06% | 3.63% | $3,256.4万 | 5.8万股 | $3,322.8万 | 6.2万股 | -3,500股-5.68% | 减仓 |
 FICOFICO |
| 2.86% | 2.62% | $3,043.1万 | 2.5万股 | $2,398.8万 | 2.2万股 | +3,000股+13.35% | 加仓 |
 金佰利KMB |
| 2.79% | 2.85% | $2,968.7万 | 27.0万股 | $2,609.0万 | 27.0万股 | 00.00% | 持仓不变 |
 万事达MA |
| 2.77% | 3.68% | $2,944.1万 | 5.7万股 | $3,363.9万 | 6.7万股 | -1.0万股-14.85% | 减仓 |
 华纳兄弟探索WBD |
| 2.66% | 1.37% | $2,826.0万 | 106.0万股 | $1,249.4万 | 45.5万股 | +60.5万股+132.97% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 2.51% | 2.53% | $2,672.9万 | 12.6万股 | $2,319.4万 | 12.1万股 | +4,773股+3.95% | 加仓 |
| T赛默飞世尔TMO |
| 2.49% | 1.88% | $2,652.2万 | 5.3万股 | $1,720.4万 | 3.5万股 | +1.8万股+51.14% | 加仓 |
 PROGRESSIVEPGR |
| 2.26% | 2.38% | $2,403.0万 | 11.0万股 | $2,180.6万 | 11.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托LQD |
| 2.17% | 2.41% | $2,303.7万 | 21.1万股 | $2,201.9万 | 20.2万股 | +9,180股+4.54% | 加仓 |
 VisaV |
| 2.17% | 1.72% | $2,302.1万 | 6.7万股 | $1,574.7万 | 5.2万股 | +1.5万股+28.79% | 加仓 |
 SCHEIN HENRYHSIC |
| 2.12% | 1.09% | $2,255.0万 | 27.0万股 | $995.0万 | 13.5万股 | +13.5万股+100.00% | 加仓 |
 CoStarCSGP |
| 2.01% | 3.33% | $2,141.6万 | 75.6万股 | $3,050.5万 | 75.6万股 | 00.00% | 持仓不变 |
| RRANPAK HOLDINGS CORP COM CL APACK |
| 1.86% | 1.16% | $1,982.1万 | 271.2万股 | $1,059.0万 | 296.6万股 | -25.5万股-8.59% | 减仓 |
 谷歌AGOOGL |
| 0.95% | 0.89% | $1,010.5万 | 2.8万股 | $813.1万 | 2.8万股 | 00.00% | 持仓不变 |
| GGOODRXGDRX |
| 0.84% | 0.66% | $892.4万 | 309.9万股 | $607.3万 | 309.9万股 | 00.00% | 持仓不变 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.82% | — | $876.5万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
| FFORTUNE BRANDS INNOVATIONS IFBIN |
| 0.5% | — | $536.9万 | 9.8万股 | $0 | 0股 | +9.8万股 | 新买入 |
| CCHIRON REAL ESTATE INC COM NEWXRN |
| 0.2% | — | $210.1万 | 5.6万股 | $0 | 0股 | +5.6万股 | 新买入 |
