 博通AVGO |
| 5.07% | 5.32% | $2,575.2万 | 6.8万股 | $2,475.1万 | 8.0万股 | -1.2万股-14.75% | 减仓 |
 谷歌AGOOGL |
| 4.9% | 4.95% | $2,490.7万 | 7.0万股 | $2,303.6万 | 8.0万股 | -1.0万股-13.00% | 减仓 |
 CrowdStrikeCRWD |
| 4.49% | 2.47% | $2,281.1万 | 3.0万股 | $1,148.7万 | 2.9万股 | +469股+1.59% | 加仓 |
 GE VernovaGEV |
| 4.47% | 3.85% | $2,272.1万 | 1.9万股 | $1,790.0万 | 2.1万股 | -1,167股-5.69% | 减仓 |
 TJXTJX |
| 3.94% | 4.56% | $2,002.3万 | 13.2万股 | $2,124.2万 | 13.3万股 | -847股-0.64% | 减仓 |
 UNITED RENTALSURI |
| 3.88% | 2.75% | $1,971.4万 | 1.7万股 | $1,280.5万 | 1.8万股 | -174股-0.99% | 减仓 |
 苹果AAPL |
| 3.86% | 3.74% | $1,960.4万 | 6.8万股 | $1,741.8万 | 6.9万股 | -885股-1.29% | 减仓 |
 好市多COST |
| 3.73% | 4.4% | $1,897.0万 | 2.0万股 | $2,047.1万 | 2.1万股 | -266股-1.29% | 减仓 |
 英伟达NVDA |
| 3.7% | 3.56% | $1,880.9万 | 9.4万股 | $1,658.1万 | 9.5万股 | -1,072股-1.13% | 减仓 |
 微软MSFT |
| 3.34% | 3.63% | $1,697.1万 | 4.5万股 | $1,690.3万 | 4.6万股 | -166股-0.36% | 减仓 |
| CCARPENTER TECHNOLOGYCRS |
| 3.31% | 2.3% | $1,683.7万 | 2.7万股 | $1,072.8万 | 2.7万股 | +78股+0.29% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 3.18% | 3.18% | $1,617.7万 | 6.0万股 | $1,481.0万 | 6.4万股 | -4,096股-6.37% | 减仓 |
| CCRHCRH |
| 2.87% | 3.09% | $1,458.3万 | 13.6万股 | $1,437.7万 | 13.7万股 | -481股-0.35% | 减仓 |
 雷神技术RTX |
| 2.86% | 3.29% | $1,454.3万 | 7.7万股 | $1,530.1万 | 7.9万股 | -2,672股-3.37% | 减仓 |
 特灵科技TT |
| 2.83% | 2.64% | $1,441.3万 | 2.9万股 | $1,227.0万 | 2.9万股 | -99股-0.34% | 减仓 |
 家得宝HD |
| 2.68% | 2.71% | $1,362.4万 | 3.9万股 | $1,262.2万 | 3.8万股 | +253股+0.66% | 加仓 |
| T赛默飞世尔TMO |
| 2.51% | 2.72% | $1,274.8万 | 2.5万股 | $1,264.4万 | 2.6万股 | -297股-1.15% | 减仓 |
 VisaV |
| 2.44% | 2.36% | $1,241.7万 | 3.6万股 | $1,097.9万 | 3.6万股 | -133股-0.37% | 减仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 2.42% | 2.75% | $1,230.1万 | 6.1万股 | $1,277.9万 | 6.1万股 | -122股-0.20% | 减仓 |
 BOOKING COMBKNG |
| 2.26% | 2.35% | $1,147.1万 | 6.4万股 | $1,091.8万 | 2,593股 | +6.2万股+2,382.03% | 加仓 |
 直觉外科ISRG |
| 2.14% | 2.71% | $1,088.4万 | 2.7万股 | $1,262.1万 | 2.7万股 | -10股-0.04% | 减仓 |
 恩智浦NXPI |
| 2.13% | 1.64% | $1,083.8万 | 3.9万股 | $765.3万 | 3.9万股 | -311股-0.80% | 减仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 1.98% | 1.95% | $1,006.5万 | 4.4万股 | $906.3万 | 4.2万股 | +2,000股+4.78% | 加仓 |
 赛莱默XYL |
| 1.94% | 2.14% | $986.0万 | 8.3万股 | $996.7万 | 8.3万股 | +4股+0.00% | 加仓 |
| N新纪元能源NEE |
| 1.84% | 2.05% | $937.3万 | 10.7万股 | $954.1万 | 10.3万股 | +4,067股+3.96% | 加仓 |
| TTETRA TECH NEWTTEK |
| 1.67% | 1.91% | $848.9万 | 29.4万股 | $888.6万 | 29.5万股 | -1,176股-0.40% | 减仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 1.65% | 1.86% | $839.0万 | 22.8万股 | $865.4万 | 22.9万股 | -484股-0.21% | 减仓 |
 安费诺APH |
| 1.6% | 0.15% | $813.2万 | 4.6万股 | $72.0万 | 5,695股 | +4.0万股+709.82% | 加仓 |
 CHURCH & DWIGHTCHD |
| 1.53% | 1.61% | $779.7万 | 8.0万股 | $748.4万 | 8.0万股 | +279股+0.35% | 加仓 |
 LEIDOS COMLDOS |
| 1.45% | 2.39% | $735.9万 | 7.1万股 | $1,112.4万 | 7.2万股 | -55股-0.08% | 减仓 |
 卡梅科CCJ |
| 1.26% | 1.43% | $639.8万 | 6.3万股 | $666.5万 | 6.1万股 | +1,450股+2.36% | 加仓 |
 DANAHER DEL COMDHR |
| 1.25% | 1.41% | $634.4万 | 3.3万股 | $656.5万 | 3.5万股 | -1,321股-3.82% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.11% | 1.18% | $565.2万 | 1.6万股 | $548.0万 | 1.9万股 | -3,105股-16.25% | 减仓 |
 联合太平洋铁路UNP |
| 1.07% | 1.13% | $545.5万 | 2.0万股 | $527.4万 | 2.2万股 | -1,680股-7.73% | 减仓 |
 马丁玛丽埃塔MLM |
| 1.06% | 1.48% | $540.0万 | 9,364股 | $690.1万 | 1.2万股 | -2,360股-20.13% | 减仓 |
 纽蒙特NEM |
| 1.04% | 1.31% | $529.4万 | 5.7万股 | $609.2万 | 5.6万股 | +405股+0.72% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.52% | 0.51% | $262.9万 | 3,521股 | $238.8万 | 3,672股 | -151股-4.11% | 减仓 |
 艾伯维ABBV |
| 0.49% | 0.46% | $247.7万 | 9,842股 | $214.1万 | 9,842股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.41% | 0.56% | $206.6万 | 1.5万股 | $258.6万 | 1.5万股 | -130股-0.85% | 减仓 |
 思科CSCO |
| 0.34% | 0.24% | $170.5万 | 1.5万股 | $112.6万 | 1.5万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.28% | 0.31% | $141.7万 | 5,580股 | $144.6万 | 5,917股 | -337股-5.70% | 减仓 |
 ADPADP |
| 0.23% | 0.22% | $118.7万 | 5,301股 | $103.0万 | 5,068股 | +233股+4.60% | 加仓 |
 礼来LLY |
| 0.22% | 0.19% | $112.7万 | 940股 | $86.5万 | 940股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.2% | 0.24% | $104.1万 | 7,686股 | $109.4万 | 7,048股 | +638股+9.05% | 加仓 |
 默沙东MRK |
| 0.2% | 0.2% | $103.3万 | 8,037股 | $94.2万 | 7,833股 | +204股+2.60% | 加仓 |
 摩根士丹利MS |
| 0.19% | 0.16% | $95.1万 | 4,550股 | $74.9万 | 4,550股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.18% | 0.18% | $89.5万 | 1,273股 | $85.5万 | 1,387股 | -114股-8.22% | 减仓 |
 雅培ABT |
| 0.17% | 0.21% | $87.7万 | 9,663股 | $96.5万 | 9,401股 | +262股+2.79% | 加仓 |
 应用材料AMAT |
| 0.17% | — | $85.5万 | 1,183股 | $0 | 0股 | +1,183股 | 新买入 |
 麦当劳MCD |
| 0.16% | 0.19% | $82.6万 | 3,057股 | $90.6万 | 2,916股 | +141股+4.84% | 加仓 |
