 安费诺APH |
| 5.57% | 3.74% | $7,849.6万 | 44.5万股 | $4,558.3万 | 36.1万股 | +8.4万股+23.40% | 加仓 |
 英伟达NVDA |
| 5.03% | 4.96% | $7,101.0万 | 35.5万股 | $6,036.1万 | 34.6万股 | +8,786股+2.54% | 加仓 |
 亚马逊AMZN |
| 4.9% | 4.7% | $6,911.7万 | 29.0万股 | $5,723.0万 | 27.5万股 | +1.5万股+5.53% | 加仓 |
 微软MSFT |
| 4.24% | 4.87% | $5,986.7万 | 16.0万股 | $5,924.2万 | 16.0万股 | +453股+0.28% | 加仓 |
 谷歌AGOOGL |
| 4.19% | 4.11% | $5,910.6万 | 16.5万股 | $5,009.2万 | 17.4万股 | -8,805股-5.05% | 减仓 |
 派克汉尼汾PH |
| 4.18% | 4.41% | $5,896.5万 | 6.0万股 | $5,375.0万 | 6.0万股 | +244股+0.41% | 加仓 |
 礼来LLY |
| 3.9% | 3.33% | $5,507.1万 | 4.6万股 | $4,053.9万 | 4.4万股 | +1,839股+4.17% | 加仓 |
 台积电TSM |
| 3.32% | 3.25% | $4,686.2万 | 9.8万股 | $3,956.7万 | 11.7万股 | -1.9万股-16.19% | 减仓 |
 博通AVGO |
| 3.32% | 3.03% | $4,684.1万 | 12.4万股 | $3,692.8万 | 11.9万股 | +4,687股+3.93% | 加仓 |
 VisaV |
| 3.3% | 3.55% | $4,657.3万 | 13.6万股 | $4,323.5万 | 14.3万股 | -7,305股-5.11% | 减仓 |
 苹果AAPL |
| 3.08% | 2.38% | $4,350.6万 | 15.0万股 | $2,899.3万 | 11.4万股 | +3.6万股+31.61% | 加仓 |
 摩根大通JPM |
| 2.7% | 2.81% | $3,808.7万 | 11.6万股 | $3,421.3万 | 11.6万股 | +48股+0.04% | 加仓 |
 美光科技MU |
| 2.39% | — | $3,371.3万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 GE VernovaGEV |
| 2.29% | 0.74% | $3,233.6万 | 2.8万股 | $898.0万 | 1.0万股 | +1.7万股+167.55% | 加仓 |
 万事达MA |
| 2.2% | 2.68% | $3,097.5万 | 6.0万股 | $3,265.6万 | 6.5万股 | -5,048股-7.72% | 减仓 |
 WILLIAMS SONOMAWSM |
| 2.16% | 1.96% | $3,042.5万 | 13.1万股 | $2,381.4万 | 13.1万股 | -83股-0.06% | 减仓 |
 艾伯维ABBV |
| 2.11% | 2.11% | $2,975.5万 | 11.8万股 | $2,574.4万 | 11.8万股 | -125股-0.11% | 减仓 |
 PHILIP MORRIS INTLPM |
| 2.05% | 2.16% | $2,884.5万 | 15.9万股 | $2,632.3万 | 15.9万股 | +236股+0.15% | 加仓 |
 强生JNJ |
| 2.02% | 2.25% | $2,845.2万 | 11.2万股 | $2,742.9万 | 11.2万股 | -183股-0.16% | 减仓 |
 伊顿ETN |
| 1.99% | 1.62% | $2,809.2万 | 6.6万股 | $1,967.7万 | 5.5万股 | +1.1万股+19.83% | 加仓 |
 Meta平台META |
| 1.95% | 2.28% | $2,754.4万 | 4.9万股 | $2,782.2万 | 4.9万股 | +270股+0.56% | 加仓 |
 ADPADP |
| 1.92% | 1.83% | $2,710.9万 | 12.1万股 | $2,229.2万 | 11.0万股 | +1.1万股+10.33% | 加仓 |
 AMGEN COMAMGN |
| 1.79% | 2.02% | $2,531.4万 | 7.0万股 | $2,462.5万 | 7.0万股 | -83股-0.12% | 减仓 |
 联合健康UNH |
| 1.74% | 1.17% | $2,451.1万 | 5.9万股 | $1,424.4万 | 5.3万股 | +6,333股+12.03% | 加仓 |
| Q高通QCOM |
| 1.74% | 1.4% | $2,448.8万 | 13.3万股 | $1,709.6万 | 13.3万股 | -239股-0.18% | 减仓 |
| FFASTENAL COMFAST |
| 1.7% | 1.91% | $2,402.0万 | 50.0万股 | $2,321.1万 | 50.0万股 | -127股-0.03% | 减仓 |
 雅培ABT |
| 1.51% | 3.22% | $2,127.9万 | 23.5万股 | $3,921.7万 | 38.2万股 | -14.7万股-38.61% | 减仓 |
 LOWES COS COMLOW |
| 1.49% | 3.03% | $2,097.0万 | 9.5万股 | $3,686.7万 | 15.6万股 | -6.1万股-39.05% | 减仓 |
 FICOFICO |
| 1.48% | 1.37% | $2,086.7万 | 1.7万股 | $1,668.1万 | 1.6万股 | +1,839股+11.77% | 加仓 |
 贝莱德·INC COMBLK |
| 1.46% | 1.7% | $2,062.5万 | 2.1万股 | $2,064.5万 | 2.1万股 | -17股-0.08% | 减仓 |
 优步UBER |
| 1.45% | 1.67% | $2,050.3万 | 28.4万股 | $2,028.0万 | 28.2万股 | +2,197股+0.78% | 加仓 |
 美国合众银行USB |
| 1.36% | 1.36% | $1,920.9万 | 31.8万股 | $1,657.0万 | 31.9万股 | -554股-0.17% | 减仓 |
| LLONDON STK EXCHANGE GR FSPONSORED ADR 1 ADR REP 0.25 ORD SHSLSEGY |
| 1.34% | — | $1,889.4万 | 69.8万股 | $0 | 0股 | +69.8万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 1.34% | 1.36% | $1,883.0万 | 5.3万股 | $1,655.0万 | 5.8万股 | -4,402股-7.63% | 减仓 |
 加拿大国家铁路CNI |
| 1.28% | 1.27% | $1,800.2万 | 15.1万股 | $1,546.0万 | 15.0万股 | +540股+0.36% | 加仓 |
| N新纪元能源NEE |
| 1.17% | 1.43% | $1,644.9万 | 18.7万股 | $1,739.8万 | 18.7万股 | +93股+0.05% | 加仓 |
 ILLINOIS TOOLITW |
| 1.05% | 1.18% | $1,484.9万 | 5.5万股 | $1,432.2万 | 5.5万股 | -122股-0.22% | 减仓 |
 家得宝HD |
| 1.03% | 1.12% | $1,458.6万 | 4.1万股 | $1,360.3万 | 4.1万股 | -2股-0.00% | 减仓 |
 百事可乐PEP |
| 1.01% | 1.34% | $1,419.8万 | 10.5万股 | $1,626.4万 | 10.5万股 | +127股+0.12% | 加仓 |
 麦当劳MCD |
| 0.98% | 1.3% | $1,377.1万 | 5.1万股 | $1,585.0万 | 5.1万股 | -51股-0.10% | 减仓 |
 新思科技SNPS |
| 0.93% | 0.7% | $1,314.8万 | 2.9万股 | $851.4万 | 2.1万股 | +8,001股+37.26% | 加仓 |
 洛克希德马丁LMT |
| 0.9% | — | $1,271.0万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 霍尼韦尔HON |
| 0.76% | — | $1,078.2万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.75% | — | $1,062.4万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.65% | 0.37% | $919.7万 | 2.5万股 | $453.7万 | 1.6万股 | +8,176股+50.07% | 加仓 |
 黑石集团BX |
| 0.53% | 1.55% | $748.2万 | 6.4万股 | $1,889.4万 | 16.4万股 | -10.1万股-61.30% | 减仓 |
 NETFLIXNFLX |
| 0.43% | 0.76% | $599.8万 | 8.4万股 | $924.6万 | 9.6万股 | -1.2万股-12.64% | 减仓 |
 直觉外科ISRG |
| 0.33% | 0.44% | $467.3万 | 1.2万股 | $534.7万 | 1.2万股 | +150股+1.29% | 加仓 |
 嘉信理财SCHW |
| 0.28% | 0.05% | $391.5万 | 4.2万股 | $55.9万 | 5,953股 | +3.6万股+612.73% | 加仓 |
 TJXTJX |
| 0.13% | 0.02% | $181.9万 | 1.2万股 | $21.0万 | 1,314股 | +1.1万股+813.77% | 加仓 |
