 台积电TSM |
| 14.63% | 12.56% | $23.69亿 | 496.0万股 | $17.88亿 | 528.8万股 | -32.8万股-6.21% | 减仓 |
 谷歌AGOOGL |
| 10.17% | 10.46% | $16.47亿 | 460.8万股 | $14.88亿 | 517.5万股 | -56.7万股-10.96% | 减仓 |
 穆迪MCO |
| 6.39% | 7.21% | $10.34亿 | 228.4万股 | $10.25亿 | 235.0万股 | -6.6万股-2.80% | 减仓 |
 微软MSFT |
| 5.96% | 7.46% | $9.65亿 | 258.7万股 | $10.61亿 | 286.6万股 | -27.9万股-9.75% | 减仓 |
 万事达MA |
| 5.81% | 6.36% | $9.41亿 | 183.2万股 | $9.05亿 | 181.0万股 | +2.2万股+1.19% | 加仓 |
 汽车地带AZO |
| 4.82% | 6.1% | $7.81亿 | 24.4万股 | $8.68亿 | 25.7万股 | -1.3万股-4.90% | 减仓 |
 亚马逊AMZN |
| 4.09% | 2.22% | $6.62亿 | 277.9万股 | $3.15亿 | 151.3万股 | +126.6万股+83.64% | 加仓 |
 科磊KLAC |
| 4.04% | 1.11% | $6.55亿 | 217.0万股 | $1.58亿 | 10.7万股 | +206.3万股+1,927.00% | 加仓 |
 芝加哥商品交易所CME |
| 3.71% | 5.39% | $6.01亿 | 271.9万股 | $7.66亿 | 259.5万股 | +12.5万股+4.81% | 加仓 |
 TJXTJX |
| 3.51% | 4.39% | $5.69亿 | 375.4万股 | $6.24亿 | 390.8万股 | -15.4万股-3.94% | 减仓 |
 宣伟SHW |
| 3.33% | 3.75% | $5.39亿 | 156.5万股 | $5.34亿 | 166.6万股 | -10.2万股-6.11% | 减仓 |
 明晟MSCI |
| 3.26% | 3.7% | $5.28亿 | 94.4万股 | $5.26亿 | 97.7万股 | -3.3万股-3.40% | 减仓 |
 CARRIER GLOBALCARR |
| 2.87% | 2.6% | $4.65亿 | 633.3万股 | $3.70亿 | 657.3万股 | -24.0万股-3.64% | 减仓 |
 强生JNJ |
| 2.72% | 3.07% | $4.40亿 | 173.4万股 | $4.37亿 | 178.9万股 | -5.5万股-3.07% | 减仓 |
 梅特勒托利多MTD |
| 2.57% | 2.86% | $4.17亿 | 32.6万股 | $4.07亿 | 32.3万股 | +3,336股+1.03% | 加仓 |
 林德LIN |
| 2.47% | — | $3.99亿 | 77.0万股 | $0 | 0股 | +77.0万股 | 新买入 |
 ANALOG DEVICES COMADI |
| 2.17% | 1.84% | $3.51亿 | 88.4万股 | $2.62亿 | 82.5万股 | +5.9万股+7.21% | 加仓 |
 联合健康UNH |
| 2.07% | 1.54% | $3.36亿 | 80.8万股 | $2.19亿 | 80.9万股 | -1,351股-0.17% | 减仓 |
 OTIS WORLDWIDEOTIS |
| 1.9% | 2.43% | $3.07亿 | 429.0万股 | $3.46亿 | 449.4万股 | -20.3万股-4.53% | 减仓 |
 百事可乐PEP |
| 1.83% | 2.6% | $2.96亿 | 218.2万股 | $3.70亿 | 238.5万股 | -20.3万股-8.50% | 减仓 |
 标普全球SPGI |
| 1.66% | 1.59% | $2.69亿 | 66.1万股 | $2.26亿 | 53.2万股 | +12.9万股+24.20% | 加仓 |
 AON SHS CL AAON |
| 1.64% | — | $2.65亿 | 79.9万股 | $0 | 0股 | +79.9万股 | 新买入 |
 加拿大国家铁路CNI |
| 1.5% | — | $2.43亿 | 203.4万股 | $0 | 0股 | +203.4万股 | 新买入 |
 GRACOGGG |
| 1.49% | 2.16% | $2.41亿 | 318.6万股 | $3.07亿 | 362.6万股 | -44.0万股-12.13% | 减仓 |
 COPART COMCPRT |
| 1.38% | 1.95% | $2.23亿 | 791.4万股 | $2.77亿 | 835.0万股 | -43.6万股-5.23% | 减仓 |
 希尔顿HLT |
| 1.35% | 1.57% | $2.18亿 | 66.1万股 | $2.24亿 | 73.7万股 | -7.6万股-10.32% | 减仓 |
 LOWES COS COMLOW |
| 1.05% | 1.44% | $1.70亿 | 77.1万股 | $2.05亿 | 86.6万股 | -9.5万股-10.98% | 减仓 |
 高露洁CL |
| 0.83% | 0.93% | $1.34亿 | 146.3万股 | $1.32亿 | 155.1万股 | -8.8万股-5.67% | 减仓 |
| HHDFC BANKHDB |
| 0.7% | 0.66% | $1.13亿 | 438.0万股 | $9,410.6万 | 378.2万股 | +59.7万股+15.80% | 加仓 |
 FEDERAL SIGNALFSS |
| 0.01% | 0.02% | $205.4万 | 1.6万股 | $250.7万 | 2.3万股 | -7,200股-31.05% | 减仓 |
| JJBT MARELJBTM |
| 0.01% | 0.01% | $119.3万 | 8,229股 | $165.3万 | 1.3万股 | -4,700股-36.35% | 减仓 |
 HOULIHAN LOKEYHLI |
| 0.01% | 0.01% | $118.0万 | 8,794股 | $190.9万 | 1.3万股 | -4,500股-33.85% | 减仓 |
| HHAYWARDHAYW |
| 0.01% | 0.01% | $113.5万 | 6.6万股 | $138.0万 | 10.3万股 | -3.8万股-36.45% | 减仓 |
 INTERPARFUMSIPAR |
| 0.01% | 0.01% | $108.5万 | 9,701股 | $124.5万 | 1.4万股 | -4,000股-29.19% | 减仓 |
 MEDPACEMEDP |
| 0.01% | 0.01% | $93.2万 | 1,760股 | $126.8万 | 2,640股 | -880股-33.33% | 减仓 |
 Jack Henry & Associates, IncJKHY |
| 0.01% | 0.01% | $89.5万 | 6,500股 | $135.9万 | 8,600股 | -2,100股-24.42% | 减仓 |
 FLOOR & DECORFND |
| 0.01% | 0.01% | $84.9万 | 1.4万股 | $108.2万 | 2.1万股 | -7,000股-32.86% | 减仓 |
| WWD 40WDFC |
| 0.01% | 0.01% | $83.8万 | 3,439股 | $106.8万 | 5,239股 | -1,800股-34.36% | 减仓 |
 DONALDSONDCI |
| <0.01% | 0.01% | $74.8万 | 8,328股 | $120.8万 | 1.4万股 | -5,900股-41.47% | 减仓 |
| EEXPONENTEXPO |
| <0.01% | 0.01% | $69.3万 | 1.2万股 | $110.9万 | 1.7万股 | -5,200股-30.60% | 减仓 |
| SSTEVANATO S P ASTVN |
| <0.01% | — | $68.9万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
 TREXTREX |
| <0.01% | 0.01% | $60.4万 | 1.2万股 | $72.4万 | 2.0万股 | -7,800股-39.26% | 减仓 |
| WWYNDHAM HOTELS & RESORTSWH |
| <0.01% | 0.01% | $56.0万 | 6,650股 | $106.8万 | 1.3万股 | -6,500股-49.43% | 减仓 |
 SIMPSON MFGSSD |
| <0.01% | <0.01% | $42.1万 | 2,010股 | $60.2万 | 3,510股 | -1,500股-42.74% | 减仓 |
