 英伟达NVDA |
| 11.79% | 13.85% | $3,474.7万 | 17.4万股 | $3,027.3万 | 17.4万股 | +71股+0.04% | 加仓 |
 苹果AAPL |
| 10.6% | 12.54% | $3,124.8万 | 10.8万股 | $2,740.5万 | 10.8万股 | +5股+0.00% | 加仓 |
 谷歌AGOOGL |
| 6.82% | 7.4% | $2,011.5万 | 5.6万股 | $1,617.6万 | 5.6万股 | +33股+0.06% | 加仓 |
 微软MSFT |
| 6.67% | 8.22% | $1,967.3万 | 5.3万股 | $1,797.1万 | 4.9万股 | +4,192股+8.63% | 加仓 |
 亚马逊AMZN |
| 5.83% | 5.46% | $1,717.5万 | 7.2万股 | $1,193.4万 | 5.7万股 | +1.5万股+25.76% | 加仓 |
 科磊KLAC |
| 4.37% | 4.34% | $1,287.4万 | 4.3万股 | $949.4万 | 6,448股 | +3.6万股+561.76% | 加仓 |
 博通AVGO |
| 4.11% | 4.55% | $1,211.7万 | 3.2万股 | $995.4万 | 3.2万股 | -82股-0.25% | 减仓 |
 Meta平台META |
| 3.55% | 4% | $1,047.3万 | 1.9万股 | $873.5万 | 1.5万股 | +3,324股+21.77% | 加仓 |
 AMETEK COMAME |
| 3.19% | 3.81% | $939.5万 | 3.9万股 | $831.8万 | 3.9万股 | +31股+0.08% | 加仓 |
 礼来LLY |
| 2.97% | 3.07% | $875.7万 | 7,301股 | $671.1万 | 7,296股 | +5股+0.07% | 加仓 |
 实耐宝SNA |
| 2.71% | — | $799.1万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 安费诺APH |
| 2.12% | 2.04% | $623.6万 | 3.5万股 | $446.9万 | 3.5万股 | +1股+0.00% | 加仓 |
 万事达MA |
| 1.96% | 2.58% | $578.7万 | 1.1万股 | $563.0万 | 1.1万股 | 00.00% | 持仓不变 |
 艺康ECL |
| 1.92% | — | $565.2万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 TELEDYNE TECHNOLOGIESTDY |
| 1.84% | — | $542.5万 | 8,134股 | $0 | 0股 | +8,134股 | 新买入 |
 NORDSONNDSN |
| 1.67% | — | $493.3万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 IDEXX LABS COMIDXX |
| 1.67% | — | $491.5万 | 9,337股 | $0 | 0股 | +9,337股 | 新买入 |
 TJXTJX |
| 1.59% | 2.26% | $467.7万 | 3.1万股 | $492.9万 | 3.1万股 | +2股+0.01% | 加仓 |
 Roper科技ROP |
| 1.5% | — | $442.1万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 泛林集团LRCX |
| 1.35% | — | $396.9万 | 9,160股 | $0 | 0股 | +9,160股 | 新买入 |
 可口可乐KO |
| 1.31% | 1.65% | $385.5万 | 4.7万股 | $360.8万 | 4.7万股 | +2股+0.00% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.28% | — | $378.1万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 达登饭店DRI |
| 1.18% | 1.52% | $348.5万 | 1.7万股 | $331.6万 | 1.7万股 | +1股+0.01% | 加仓 |
 标普全球SPGI |
| 1.12% | 0.78% | $329.7万 | 8,096股 | $171.0万 | 4,021股 | +4,075股+101.34% | 加仓 |
 NETFLIXNFLX |
| 1.1% | 1.99% | $323.4万 | 4.5万股 | $435.4万 | 4.5万股 | +1股+0.00% | 加仓 |
 好市多COST |
| 1.09% | 1.56% | $321.3万 | 3,435股 | $341.8万 | 3,430股 | +5股+0.15% | 加仓 |
 摩根士丹利MS |
| 1.06% | 1.13% | $313.6万 | 1.5万股 | $246.9万 | 1.5万股 | +1股+0.01% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 1.03% | 1.02% | $303.8万 | 8,094股 | $223.9万 | 8,057股 | +37股+0.46% | 加仓 |
 嘉信理财SCHW |
| 1.02% | — | $299.5万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
 家得宝HD |
| 1% | 1.25% | $294.0万 | 8,335股 | $274.1万 | 8,335股 | 00.00% | 持仓不变 |
 芝加哥商品交易所CME |
| 0.87% | 1.56% | $255.5万 | 1.2万股 | $341.3万 | 1.2万股 | +12股+0.10% | 加仓 |
| T赛默飞世尔TMO |
| 0.78% | 1.03% | $228.8万 | 4,564股 | $224.3万 | 4,564股 | 00.00% | 持仓不变 |
 福泰制药VRTX |
| 0.74% | 0.89% | $216.8万 | 4,365股 | $194.6万 | 4,357股 | +8股+0.18% | 加仓 |
 LPL金融LPLA |
| 0.69% | — | $203.6万 | 7,227股 | $0 | 0股 | +7,227股 | 新买入 |
| KKKR & COMKKR |
| 0.59% | — | $175.2万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 VONTIER COMVNT |
| 0.57% | — | $168.2万 | 5.8万股 | $0 | 0股 | +5.8万股 | 新买入 |
| SSS&C TECHSSNC |
| 0.55% | — | $162.1万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 ILLINOIS TOOLITW |
| 0.52% | 0.68% | $154.0万 | 5,695股 | $148.2万 | 5,694股 | +1股+0.02% | 加仓 |
 环联TRU |
| 0.5% | — | $147.0万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 0.49% | — | $144.6万 | 3,207股 | $0 | 0股 | +3,207股 | 新买入 |
 明晟MSCI |
| 0.48% | — | $140.9万 | 2,516股 | $0 | 0股 | +2,516股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.45% | — | $133.2万 | 2,662股 | $0 | 0股 | +2,662股 | 新买入 |
 罗克韦尔自动化ROK |
| 0.43% | — | $127.4万 | 2,574股 | $0 | 0股 | +2,574股 | 新买入 |
| FFACTSET RESH SYSFDS |
| 0.43% | — | $126.5万 | 5,500股 | $0 | 0股 | +5,500股 | 新买入 |
 赛富时CRM |
| 0.37% | — | $110.4万 | 7,047股 | $0 | 0股 | +7,047股 | 新买入 |
 CorpayCPAY |
| 0.37% | — | $110.1万 | 3,303股 | $0 | 0股 | +3,303股 | 新买入 |
 MCKESSON COMMCK |
| 0.37% | — | $109.6万 | 1,450股 | $0 | 0股 | +1,450股 | 新买入 |
 德州仪器TXN |
| 0.35% | — | $102.4万 | 3,437股 | $0 | 0股 | +3,437股 | 新买入 |
 ADOBE COMADBE |
| 0.27% | — | $79.9万 | 3,899股 | $0 | 0股 | +3,899股 | 新买入 |
 ZOETIS CL AZTS |
| 0.22% | — | $65.7万 | 9,146股 | $0 | 0股 | +9,146股 | 新买入 |
