 谷歌AGOOGL |
| 9.02% | 7.66% | $3,163.7万 | 8.9万股 | $2,939.9万 | 10.2万股 | -1.4万股-13.41% | 减仓 |
 摩根大通JPM |
| 8.35% | 8.22% | $2,929.6万 | 9.0万股 | $3,154.4万 | 10.7万股 | -1.8万股-16.54% | 减仓 |
 微软MSFT |
| 6.68% | 5.96% | $2,343.1万 | 6.3万股 | $2,284.9万 | 6.2万股 | +1,088股+1.76% | 加仓 |
 Meta平台META |
| 6.43% | 5.01% | $2,254.8万 | 4.0万股 | $1,923.2万 | 3.4万股 | +6,417股+19.09% | 加仓 |
 亚马逊AMZN |
| 6.15% | 4.92% | $2,157.5万 | 9.1万股 | $1,888.5万 | 9.1万股 | -153股-0.17% | 减仓 |
 CloudflareNET |
| 5.13% | 3.41% | $1,800.0万 | 7.3万股 | $1,307.9万 | 6.3万股 | +1.0万股+15.78% | 加仓 |
| T赛默飞世尔TMO |
| 4.8% | 3.61% | $1,684.0万 | 3.4万股 | $1,386.3万 | 2.8万股 | +5,373股+19.06% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 4.5% | 3.46% | $1,579.1万 | 6.4万股 | $1,325.7万 | 6.4万股 | +425股+0.67% | 加仓 |
| BBANK OF AMERBAC |
| 4.04% | 3.76% | $1,415.2万 | 24.8万股 | $1,442.0万 | 29.6万股 | -4.7万股-16.03% | 减仓 |
 史赛克SYK |
| 3.79% | 3.03% | $1,328.8万 | 4.2万股 | $1,162.8万 | 3.5万股 | +6,797股+19.26% | 加仓 |
 新思科技SNPS |
| 3.61% | 2.92% | $1,265.6万 | 2.8万股 | $1,119.7万 | 2.8万股 | +133股+0.47% | 加仓 |
| T汤森路透TRI |
| 2.89% | — | $1,012.8万 | 12.4万股 | $0 | 0股 | +12.4万股 | 新买入 |
 ShopifySHOP |
| 2.28% | 1.74% | $799.3万 | 7.0万股 | $665.8万 | 5.6万股 | +1.4万股+24.67% | 加仓 |
 CHARTER COMMUNICATIONSCHTR |
| 2.19% | 2.19% | $766.3万 | 5.4万股 | $838.4万 | 3.9万股 | +1.5万股+38.75% | 加仓 |
 苹果AAPL |
| 2.16% | 1.43% | $758.5万 | 2.6万股 | $547.2万 | 2.2万股 | +4,652股+21.57% | 加仓 |
 NETFLIXNFLX |
| 2.1% | 2.77% | $735.1万 | 10.3万股 | $1,062.0万 | 11.0万股 | -7,500股-6.79% | 减仓 |
 VisaV |
| 1.76% | 1.39% | $618.5万 | 1.8万股 | $532.5万 | 1.8万股 | +409股+2.32% | 加仓 |
 麦当劳MCD |
| 1.73% | 1.76% | $605.4万 | 2.2万股 | $677.1万 | 2.2万股 | +609股+2.80% | 加仓 |
 强生JNJ |
| 1.61% | 1.41% | $564.3万 | 2.2万股 | $542.2万 | 2.2万股 | +39股+0.18% | 加仓 |
 林德LIN |
| 1.61% | 1.41% | $563.1万 | 1.1万股 | $541.7万 | 1.1万股 | -75股-0.69% | 减仓 |
 CHUBB LIMITEDCB |
| 1.57% | 1.38% | $551.7万 | 1.6万股 | $530.9万 | 1.6万股 | -142股-0.87% | 减仓 |
 雷神技术RTX |
| 1.55% | 1.46% | $544.2万 | 2.9万股 | $558.7万 | 2.9万股 | -279股-0.96% | 减仓 |
 家得宝HD |
| 1.5% | 1.23% | $525.8万 | 1.5万股 | $471.3万 | 1.4万股 | +581股+4.05% | 加仓 |
 WELLS FARGO NEWWFC |
| 1.41% | — | $495.8万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
 PAYPAL COMPYPL |
| 1.23% | — | $431.8万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
 标普全球SPGI |
| 1.19% | 1.1% | $418.1万 | 1.0万股 | $421.1万 | 9,901股 | +365股+3.69% | 加仓 |
 赛莱默XYL |
| 1.16% | 1.01% | $406.8万 | 3.4万股 | $389.5万 | 3.3万股 | +1,825股+5.60% | 加仓 |
 OTIS WORLDWIDEOTIS |
| 1.13% | 1.05% | $397.6万 | 5.6万股 | $402.6万 | 5.2万股 | +3,295股+6.31% | 加仓 |
 雅培ABT |
| 1.13% | 1.09% | $394.7万 | 4.4万股 | $418.7万 | 4.1万股 | +2,724股+6.68% | 加仓 |
 迪士尼DIS |
| 1.08% | 0.94% | $377.1万 | 3.9万股 | $359.9万 | 3.7万股 | +1,527股+4.09% | 加仓 |
| UUNILEVER SPON ADR NEWUL |
| 1.05% | 0.85% | $366.5万 | 6.1万股 | $326.8万 | 5.7万股 | +3,621股+6.32% | 加仓 |
 CINTAS COMCTAS |
| 1.04% | 0.94% | $364.2万 | 2.1万股 | $359.0万 | 2.1万股 | +189股+0.89% | 加仓 |
| FFIGMAFIG |
| 1.03% | — | $361.8万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
 罗克韦尔自动化ROK |
| 0.79% | 0.52% | $277.4万 | 5,604股 | $201.1万 | 5,604股 | 00.00% | 持仓不变 |
 埃森哲ACN |
| 0.79% | 0.46% | $275.7万 | 2.2万股 | $175.7万 | 8,862股 | +1.3万股+149.97% | 加仓 |
 Roper科技ROP |
| 0.29% | 0.3% | $102.9万 | 3,041股 | $113.8万 | 3,216股 | -175股-5.44% | 减仓 |
 康宁GLW |
| 0.23% | — | $81.7万 | 3,200股 | $0 | 0股 | +3,200股 | 新买入 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.22% | — | $77.1万 | 9,385股 | $0 | 0股 | +9,385股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.19% | 0.15% | $66.1万 | 1,872股 | $58.1万 | 2,025股 | -153股-7.56% | 减仓 |
| CCRHCRH |
| 0.15% | — | $53.9万 | 5,035股 | $0 | 0股 | +5,035股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.14% | 0.12% | $48.9万 | 977股 | $46.8万 | 977股 | 00.00% | 持仓不变 |
 纽蒙特NEM |
| 0.08% | 0.1% | $28.7万 | 3,069股 | $38.6万 | 3,569股 | -500股-14.01% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.08% | — | $27.3万 | 365股 | $0 | 0股 | +365股 | 新买入 |
 卡特彼勒CAT |
| 0.07% | — | $25.0万 | 235股 | $0 | 0股 | +235股 | 新买入 |
 ZOETIS CL AZTS |
| 0.06% | 0.85% | $22.6万 | 3,149股 | $326.2万 | 2.8万股 | -2.4万股-88.59% | 减仓 |
