 谷歌AGOOGL |
| 5.59% | 5.97% | $2,787.5万 | 7.8万股 | $3,019.4万 | 10.5万股 | -2.7万股-25.71% | 减仓 |
 微软MSFT |
| 5.53% | 4.68% | $2,760.3万 | 7.4万股 | $2,369.1万 | 6.4万股 | +1.0万股+15.63% | 加仓 |
 英伟达NVDA |
| 4.41% | 2.76% | $2,201.0万 | 11.0万股 | $1,395.2万 | 8.0万股 | +3.0万股+37.50% | 加仓 |
 万事达MA |
| 3.86% | 3.7% | $1,926.0万 | 3.8万股 | $1,873.7万 | 3.8万股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 3.66% | 3.38% | $1,824.7万 | 14.2万股 | $1,708.1万 | 14.2万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 3.25% | 2.81% | $1,620.4万 | 5.6万股 | $1,421.2万 | 5.6万股 | 00.00% | 持仓不变 |
 VeevaVEEV |
| 3.06% | 1.49% | $1,526.2万 | 8.6万股 | $755.3万 | 4.3万股 | +4.3万股+100.00% | 加仓 |
 联合太平洋铁路UNP |
| 2.92% | 2.57% | $1,455.2万 | 5.4万股 | $1,298.0万 | 5.4万股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 2.76% | 2.67% | $1,378.7万 | 2.8万股 | $1,351.7万 | 2.8万股 | 00.00% | 持仓不变 |
 VisaV |
| 2.39% | 2.08% | $1,192.2万 | 3.5万股 | $1,050.3万 | 3.5万股 | 00.00% | 持仓不变 |
 财捷INTU |
| 2.35% | 1.92% | $1,174.5万 | 4.5万股 | $972.9万 | 2.3万股 | +2.3万股+100.00% | 加仓 |
 德州仪器TXN |
| 2.33% | 2.26% | $1,162.5万 | 3.9万股 | $1,145.4万 | 5.9万股 | -2.0万股-33.90% | 减仓 |
 嘉信理财SCHW |
| 2.31% | 2.32% | $1,153.4万 | 12.5万股 | $1,174.8万 | 12.5万股 | 00.00% | 持仓不变 |
 TJXTJX |
| 2.13% | 2.21% | $1,060.5万 | 7.0万股 | $1,117.9万 | 7.0万股 | 00.00% | 持仓不变 |
 贝莱德·INC COMBLK |
| 2.02% | 2% | $1,009.6万 | 1.1万股 | $1,009.8万 | 1.1万股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 1.93% | 2.02% | $965.5万 | 11.0万股 | $1,021.7万 | 11.0万股 | 00.00% | 持仓不变 |
 标普全球SPGI |
| 1.84% | — | $916.3万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 露露乐蒙LULU |
| 1.83% | 1.21% | $913.4万 | 8.0万股 | $612.4万 | 4.0万股 | +4.0万股+100.00% | 加仓 |
 林德LIN |
| 1.82% | 1.71% | $908.1万 | 1.8万股 | $867.6万 | 1.8万股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 1.76% | 2% | $880.1万 | 6.5万股 | $1,009.4万 | 6.5万股 | 00.00% | 持仓不变 |
 COPART COMCPRT |
| 1.71% | 1.98% | $851.3万 | 30.2万股 | $1,002.6万 | 30.2万股 | 00.00% | 持仓不变 |
 耐克NKE |
| 1.64% | 2.08% | $816.9万 | 19.9万股 | $1,051.1万 | 19.9万股 | 00.00% | 持仓不变 |
 Elevance健康ELV |
| 1.63% | 1.22% | $812.1万 | 2.1万股 | $614.8万 | 2.1万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 1.57% | 1.7% | $781.5万 | 6.9万股 | $857.5万 | 6.9万股 | 00.00% | 持仓不变 |
 Arista网络ANET |
| 1.53% | 1.09% | $764.5万 | 4.5万股 | $552.5万 | 4.5万股 | 00.00% | 持仓不变 |
 安费诺APH |
| 1.52% | 1.07% | $758.2万 | 4.3万股 | $543.3万 | 4.3万股 | 00.00% | 持仓不变 |
 埃森哲ACN |
| 1.5% | — | $746.6万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
 摩根大通JPM |
| 1.44% | 1.28% | $720.1万 | 2.2万股 | $647.2万 | 2.2万股 | 00.00% | 持仓不变 |
 威瑞森VZ |
| 1.44% | 1.69% | $719.8万 | 17.0万股 | $853.4万 | 17.0万股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 1.43% | — | $714.0万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 1.37% | 1.73% | $683.3万 | 5.6万股 | $872.9万 | 5.6万股 | 00.00% | 持仓不变 |
 摩根士丹利MS |
| 1.3% | 1.01% | $648.0万 | 3.1万股 | $510.2万 | 3.1万股 | 00.00% | 持仓不变 |
 斯伦贝谢SLB |
| 1.21% | 1.32% | $604.4万 | 13.0万股 | $668.1万 | 13.0万股 | 00.00% | 持仓不变 |
| IISHARES U.S. ENERGY ETFIYE |
| 1.13% | 3.84% | $565.9万 | 10.0万股 | $1,943.1万 | 30.0万股 | -20.0万股-66.67% | 减仓 |
 埃克森美孚XOM |
| 1.1% | 1.34% | $546.9万 | 4.0万股 | $678.6万 | 4.0万股 | 00.00% | 持仓不变 |
 高露洁CL |
| 1.08% | 0.99% | $540.9万 | 5.9万股 | $502.9万 | 5.9万股 | 00.00% | 持仓不变 |
| MMONSTER BEVERAGE NEW COMMNST |
| 1.02% | 0.76% | $509.4万 | 5.3万股 | $384.0万 | 5.3万股 | 00.00% | 持仓不变 |
 艺康ECL |
| 1% | 0.95% | $501.5万 | 1.8万股 | $478.8万 | 1.8万股 | 00.00% | 持仓不变 |
| WWEC ENERGY COMIDU |
| 0.98% | 0.96% | $490.4万 | 4.2万股 | $486.2万 | 4.2万股 | 00.00% | 持仓不变 |
| FFASTENAL COMFAST |
| 0.98% | 0.93% | $488.0万 | 10.2万股 | $471.4万 | 10.2万股 | 00.00% | 持仓不变 |
 EOG资源EOG |
| 0.91% | 1% | $454.1万 | 3.5万股 | $506.0万 | 3.5万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.91% | 0.78% | $452.8万 | 1.9万股 | $395.7万 | 1.9万股 | 00.00% | 持仓不变 |
 AMETEK COMAME |
| 0.85% | 0.74% | $423.4万 | 1.8万股 | $375.1万 | 1.8万股 | 00.00% | 持仓不变 |
 ZOETIS CL AZTS |
| 0.78% | 1.26% | $388.0万 | 5.4万股 | $638.3万 | 5.4万股 | 00.00% | 持仓不变 |
 IDEXX LABS COMIDXX |
| 0.74% | 0.78% | $368.5万 | 7,000股 | $393.3万 | 7,000股 | 00.00% | 持仓不变 |
 HERSHEY COMHSY |
| 0.7% | 0.82% | $350.9万 | 2.0万股 | $415.8万 | 2.0万股 | 00.00% | 持仓不变 |
 ONEOKOKE |
| 0.61% | 0.62% | $303.0万 | 3.5万股 | $315.0万 | 3.5万股 | 00.00% | 持仓不变 |
 瑞思迈RMD |
| 0.61% | 0.69% | $302.1万 | 1.6万股 | $347.9万 | 1.6万股 | 00.00% | 持仓不变 |
 Live NationLYV |
| 0.55% | 0.45% | $274.7万 | 1.5万股 | $228.8万 | 1.5万股 | 00.00% | 持仓不变 |
 Jack Henry & Associates, IncJKHY |
| 0.54% | 0.61% | $270.0万 | 2.0万股 | $309.8万 | 2.0万股 | 00.00% | 持仓不变 |
