 亚马逊AMZN |
| 18.09% | 9.77% | $2,289.3万 | 9.6万股 | $1,849.4万 | 8.9万股 | +7,250股+8.16% | 加仓 |
 微软MSFT |
| 12.89% | 8.56% | $1,632.0万 | 4.4万股 | $1,619.5万 | 4.4万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 10.39% | 3.86% | $1,314.4万 | 3.7万股 | $731.5万 | 2.6万股 | +1.2万股+45.88% | 加仓 |
 TransDigmTDG |
| 8.28% | 4.95% | $1,048.3万 | 7,870股 | $937.6万 | 8,090股 | -220股-2.72% | 减仓 |
 台积电TSM |
| 8.04% | 3.8% | $1,017.2万 | 2.1万股 | $719.8万 | 2.1万股 | 00.00% | 持仓不变 |
 VisaV |
| 7.9% | 3.93% | $1,000.1万 | 2.9万股 | $743.5万 | 2.5万股 | +4,550股+18.50% | 加仓 |
 GE航空GE |
| 7.19% | 4.69% | $910.0万 | 2.4万股 | $888.2万 | 3.1万股 | -6,950股-22.20% | 减仓 |
 DANAHER DEL COMDHR |
| 6.29% | 4.86% | $796.2万 | 4.2万股 | $919.6万 | 4.9万股 | -6,700股-13.81% | 减仓 |
| B纽约梅隆银行BK |
| 4.7% | 2.27% | $594.3万 | 4.1万股 | $429.4万 | 3.6万股 | +4,900股+13.54% | 加仓 |
 MERCADOLIBRE COMMELI |
| 3.61% | 1.5% | $457.4万 | 2,695股 | $284.4万 | 1,645股 | +1,050股+63.83% | 加仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 3.38% | 2.34% | $427.4万 | 2.1万股 | $443.1万 | 2.1万股 | 00.00% | 持仓不变 |
 AON SHS CL AAON |
| 3.07% | 0.84% | $388.1万 | 1.2万股 | $158.2万 | 4,900股 | +6,800股+138.78% | 加仓 |
 阿斯麦ASML |
| 2.12% | — | $268.6万 | 1,350股 | $0 | 0股 | +1,350股 | 新买入 |
 CADENCE DESIGN SYSTEM COMAYI |
| 1.69% | 0.84% | $213.9万 | 5,700股 | $158.4万 | 5,700股 | 00.00% | 持仓不变 |
 万事达MA |
| 1.64% | 1.07% | $208.0万 | 4,050股 | $202.4万 | 4,050股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 0.72% | — | $91.0万 | 2,100股 | $0 | 0股 | +2,100股 | 新买入 |
