 阿斯利康AZN |
| 4.36% | 5.55% | $2.97亿 | 158.7万股 | $3.16亿 | 163.3万股 | -4.6万股-2.85% | 减仓 |
 台积电TSM |
| 3.93% | 3.09% | $2.67亿 | 56.0万股 | $1.76亿 | 52.1万股 | +3.9万股+7.53% | 加仓 |
 谷歌AGOOGL |
| 3.8% | 3.23% | $2.59亿 | 72.3万股 | $1.84亿 | 64.1万股 | +8.2万股+12.86% | 加仓 |
 博通AVGO |
| 3.57% | 3.36% | $2.43亿 | 64.2万股 | $1.92亿 | 62.0万股 | +2.3万股+3.66% | 加仓 |
| DDEUTSCHE BK |
| 3.02% | — | $2.05亿 | 606.4万股 | $0 | 0股 | +606.4万股 | 新买入 |
| T赛默飞世尔TMO |
| 2.67% | 2.25% | $1.82亿 | 36.2万股 | $1.28亿 | 26.1万股 | +10.2万股+38.96% | 加仓 |
 VisaV |
| 2.39% | 2.49% | $1.63亿 | 47.4万股 | $1.42亿 | 46.9万股 | +5,323股+1.13% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 2.2% | 1.79% | $1.50亿 | 39.9万股 | $1.02亿 | 36.8万股 | +3.1万股+8.29% | 加仓 |
 WEST PHARMACEUTICAL SVSCWST |
| 2.12% | 1.48% | $1.44亿 | 40.2万股 | $8,446.4万 | 33.7万股 | +6.5万股+19.36% | 加仓 |
 沃特世WAT |
| 1.98% | 1.56% | $1.35亿 | 35.9万股 | $8,899.9万 | 29.9万股 | +6.0万股+20.12% | 加仓 |
 英伟达NVDA |
| 1.93% | 1.86% | $1.31亿 | 65.6万股 | $1.06亿 | 61.0万股 | +4.6万股+7.55% | 加仓 |
 瑞银UBS |
| 1.79% | — | $1.22亿 | 245.9万股 | $0 | 0股 | +245.9万股 | 新买入 |
 嘉信理财SCHW |
| 1.77% | 1.98% | $1.20亿 | 130.5万股 | $1.13亿 | 120.3万股 | +10.3万股+8.54% | 加仓 |
 万事达MA |
| 1.76% | 2.04% | $1.20亿 | 23.3万股 | $1.16亿 | 23.2万股 | +377股+0.16% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.75% | — | $1.19亿 | 26.0万股 | $0 | 0股 | +26.0万股 | 新买入 |
 VERALTO COM SHSVLTO |
| 1.68% | 1.87% | $1.14亿 | 128.7万股 | $1.07亿 | 120.9万股 | +7.8万股+6.45% | 加仓 |
 直觉外科ISRG |
| 1.67% | 2.14% | $1.14亿 | 28.6万股 | $1.22亿 | 26.5万股 | +2.1万股+7.89% | 加仓 |
 IDEXX LABS COMIDXX |
| 1.66% | 1.75% | $1.13亿 | 21.5万股 | $9,964.4万 | 17.7万股 | +3.8万股+21.35% | 加仓 |
 CINTAS COMCTAS |
| 1.66% | 1.85% | $1.13亿 | 66.4万股 | $1.06亿 | 62.5万股 | +3.9万股+6.25% | 加仓 |
 林德LIN |
| 1.64% | — | $1.11亿 | 21.5万股 | $0 | 0股 | +21.5万股 | 新买入 |
 爱德华生命科学EW |
| 1.62% | 1.6% | $1.10亿 | 121.6万股 | $9,116.1万 | 113.8万股 | +7.8万股+6.85% | 加仓 |
 MONOLITHIC PWR SYSMPWR |
| 1.54% | 1.37% | $1.05亿 | 7.6万股 | $7,791.9万 | 7.1万股 | +4,520股+6.34% | 加仓 |
| BBECTON DICKINSON & COMBDX |
| 1.5% | 1.78% | $1.02亿 | 67.5万股 | $1.01亿 | 64.5万股 | +2.9万股+4.53% | 加仓 |
| E爱克斯龙EXC |
| 1.44% | 1.77% | $9,771.7万 | 209.6万股 | $1.01亿 | 205.9万股 | +3.7万股+1.80% | 加仓 |
 PROGRESSIVEPGR |
| 1.43% | 1.08% | $9,721.0万 | 44.5万股 | $6,166.3万 | 31.1万股 | +13.4万股+43.06% | 加仓 |
 艺康ECL |
| 1.39% | 1.74% | $9,449.4万 | 33.9万股 | $9,916.6万 | 37.3万股 | -3.4万股-9.02% | 减仓 |
 INGERSOLL RAND COMIR |
| 1.39% | 1.71% | $9,438.4万 | 115.1万股 | $9,774.9万 | 122.0万股 | -6.9万股-5.64% | 减仓 |
| N纳斯达克NDAQ |
| 1.37% | 1.93% | $9,294.0万 | 117.9万股 | $1.10亿 | 129.7万股 | -11.8万股-9.10% | 减仓 |
 ALCON ORD SHSALC |
| 1.36% | — | $9,250.4万 | 136.7万股 | $0 | 0股 | +136.7万股 | 新买入 |
 苹果AAPL |
| 1.34% | 0.72% | $9,117.8万 | 31.5万股 | $4,124.9万 | 16.3万股 | +15.3万股+93.87% | 加仓 |
 ShopifySHOP |
| 1.32% | 0.32% | $8,948.7万 | 78.4万股 | $1,816.6万 | 15.3万股 | +63.1万股+411.76% | 加仓 |
 威瑞信VRSN |
| 1.31% | 1.44% | $8,932.2万 | 35.5万股 | $8,209.7万 | 33.1万股 | +2.5万股+7.42% | 加仓 |
 ADVANCED DRAIN SYS DELWMS |
| 1.29% | 1.26% | $8,769.4万 | 55.9万股 | $7,196.3万 | 52.5万股 | +3.4万股+6.46% | 加仓 |
| NNVRNVR |
| 1.28% | 1.38% | $8,692.5万 | 1.3万股 | $7,865.6万 | 1.2万股 | +822股+6.89% | 加仓 |
 PALO ALTOPANW |
| 1.27% | 0.89% | $8,621.2万 | 25.3万股 | $5,089.3万 | 31.7万股 | -6.5万股-20.36% | 减仓 |
 CORE & MAINCNM |
| 1.2% | 1.37% | $8,142.8万 | 168.8万股 | $7,819.8万 | 158.3万股 | +10.5万股+6.61% | 加仓 |
 FERGUSON ENTERPRISESFERG |
| 1.18% | 0.03% | $8,040.4万 | 33.8万股 | $186.3万 | 7,986股 | +33.0万股+4,128.70% | 加仓 |
 亚马逊AMZN |
| 1.17% | 0.62% | $7,942.9万 | 33.3万股 | $3,512.9万 | 16.9万股 | +16.5万股+97.58% | 加仓 |
 AMERICAN TOWER COMAMT |
| 1.13% | 1.48% | $7,700.4万 | 47.1万股 | $8,460.5万 | 49.0万股 | -1.9万股-3.97% | 减仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 1.11% | — | $7,540.3万 | 96.9万股 | $0 | 0股 | +96.9万股 | 新买入 |
| TTOPBUILD CORBLD |
| 1.07% | 1.17% | $7,300.0万 | 20.6万股 | $6,667.4万 | 19.0万股 | +1.6万股+8.49% | 加仓 |
| CCAVACAVA |
| 1.05% | 1.21% | $7,154.7万 | 91.2万股 | $6,925.5万 | 85.6万股 | +5.6万股+6.49% | 加仓 |
 欧特克ADSK |
| 1.02% | 1.38% | $6,921.4万 | 35.6万股 | $7,861.8万 | 32.8万股 | +2.8万股+8.41% | 加仓 |
 NEBIUSNBIS |
| 1.01% | — | $6,904.3万 | 25.0万股 | $0 | 0股 | +25.0万股 | 新买入 |
 ZscalerZS |
| 0.83% | 0.47% | $5,624.7万 | 39.8万股 | $2,655.9万 | 18.9万股 | +20.9万股+110.49% | 加仓 |
| SSERVICETITAN INC SHS CL ATTAN |
| 0.82% | 0.62% | $5,546.6万 | 78.4万股 | $3,540.1万 | 55.8万股 | +22.7万股+40.61% | 加仓 |
 Meta平台META |
| 0.81% | 0.65% | $5,496.5万 | 9.8万股 | $3,713.9万 | 6.5万股 | +3.3万股+50.32% | 加仓 |
 SPROUTS FMRS MKTSFM |
| 0.77% | — | $5,220.2万 | 61.7万股 | $0 | 0股 | +61.7万股 | 新买入 |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 0.73% | — | $4,983.7万 | 68.3万股 | $0 | 0股 | +68.3万股 | 新买入 |
 礼来LLY |
| 0.68% | 0.5% | $4,653.1万 | 3.9万股 | $2,828.6万 | 3.1万股 | +8,041股+26.15% | 加仓 |
