 亚马逊AMZN |
| 9.78% | 9.24% | $5.43亿 | 228.0万股 | $5.46亿 | 261.9万股 | -33.9万股-12.95% | 减仓 |
 万事达MA |
| 9.2% | 9% | $5.11亿 | 99.5万股 | $5.31亿 | 106.3万股 | -6.8万股-6.39% | 减仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 8.93% | 9.13% | $4.96亿 | 572.8万股 | $5.39亿 | 685.4万股 | -112.6万股-16.43% | 减仓 |
 AON SHS CL AAON |
| 8.4% | 8.31% | $4.67亿 | 140.8万股 | $4.91亿 | 152.0万股 | -11.2万股-7.38% | 减仓 |
 联合健康UNH |
| 8.06% | 8.63% | $4.48亿 | 107.8万股 | $5.09亿 | 188.2万股 | -80.4万股-42.71% | 减仓 |
| T赛默飞世尔TMO |
| 7.96% | 7.04% | $4.43亿 | 88.3万股 | $4.16亿 | 84.6万股 | +3.7万股+4.36% | 加仓 |
 微软MSFT |
| 7.59% | 8.14% | $4.22亿 | 113.2万股 | $4.81亿 | 129.9万股 | -16.7万股-12.86% | 减仓 |
 标普全球SPGI |
| 6.08% | — | $3.38亿 | 83.1万股 | $0 | 0股 | +83.1万股 | 新买入 |
 沃特世WAT |
| 5.75% | 6.06% | $3.19亿 | 85.2万股 | $3.58亿 | 120.1万股 | -34.9万股-29.08% | 减仓 |
 Vulcan材料VMC |
| 5.52% | — | $3.07亿 | 103.9万股 | $0 | 0股 | +103.9万股 | 新买入 |
 凯悦H |
| 4.62% | 3.25% | $2.57亿 | 132.6万股 | $1.92亿 | 133.6万股 | -9,885股-0.74% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 4.39% | 5.72% | $2.44亿 | 198.4万股 | $3.38亿 | 214.7万股 | -16.3万股-7.61% | 减仓 |
| BBECTON DICKINSON & COMBDX |
| 3.79% | 5.39% | $2.11亿 | 139.3万股 | $3.18亿 | 202.3万股 | -63.0万股-31.12% | 减仓 |
 TransDigmTDG |
| 3.31% | 2.63% | $1.84亿 | 13.8万股 | $1.55亿 | 13.4万股 | +3,995股+2.98% | 加仓 |
 史赛克SYK |
| 3.02% | — | $1.68亿 | 53.4万股 | $0 | 0股 | +53.4万股 | 新买入 |
 Elevance健康ELV |
| 2.98% | 3.15% | $1.66亿 | 42.9万股 | $1.86亿 | 63.5万股 | -20.7万股-32.53% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.17% | 0.19% | $929.6万 | 5.1万股 | $1,108.4万 | 6.7万股 | -1.6万股-23.34% | 减仓 |
 赛富时CRM |
| 0.15% | 7.13% | $810.6万 | 5.2万股 | $4.21亿 | 225.4万股 | -220.2万股-97.70% | 减仓 |
 OTIS WORLDWIDEOTIS |
| 0.14% | — | $756.5万 | 10.6万股 | $0 | 0股 | +10.6万股 | 新买入 |
 美敦力MDT |
| 0.14% | 0.24% | $756.4万 | 9.7万股 | $1,409.9万 | 16.3万股 | -6.6万股-40.57% | 减仓 |
 台积电TSM |
| 0.03% | 0.02% | $182.6万 | 3,823股 | $146.7万 | 4,342股 | -519股-11.95% | 减仓 |
