 VisaV |
| 15.62% | 14.71% | $5.60亿 | 163.2万股 | $4.93亿 | 163.2万股 | +497股+0.03% | 加仓 |
 谷歌AGOOGL |
| 12.78% | 12.69% | $4.58亿 | 128.2万股 | $4.25亿 | 148.0万股 | -19.7万股-13.33% | 减仓 |
 AGILENT TECHNOLOGIES COMA |
| 9.92% | 8.21% | $3.56亿 | 267.7万股 | $2.75亿 | 241.3万股 | +26.3万股+10.92% | 加仓 |
 加拿大国家铁路CNI |
| 8.99% | 8.49% | $3.22亿 | 256.4万股 | $2.85亿 | 262.9万股 | -6.5万股-2.46% | 减仓 |
 CHUBB LIMITEDCB |
| 8.23% | 8.51% | $2.95亿 | 86.6万股 | $2.85亿 | 87.5万股 | -8,600股-0.98% | 减仓 |
 微软MSFT |
| 6.86% | 7.59% | $2.46亿 | 66.0万股 | $2.54亿 | 68.7万股 | -2.7万股-3.99% | 减仓 |
 哈勃HUBB |
| 6.39% | 8.11% | $2.29亿 | 43.8万股 | $2.72亿 | 55.4万股 | -11.6万股-20.89% | 减仓 |
 ALCON ORD SHSALC |
| 5.79% | 5.28% | $2.08亿 | 380.2万股 | $1.77亿 | 298.8万股 | +81.3万股+27.21% | 加仓 |
 威瑞信VRSN |
| 4.71% | 5.8% | $1.69亿 | 67.1万股 | $1.95亿 | 78.3万股 | -11.3万股-14.36% | 减仓 |
 Markel Group Inc.MKL |
| 3.35% | — | $1.20亿 | 6.2万股 | $0 | 0股 | +6.2万股 | 新买入 |
 ADOBE COMADBE |
| 2.71% | 3.81% | $9,711.7万 | 47.4万股 | $1.28亿 | 52.5万股 | -5.1万股-9.75% | 减仓 |
 万事达MA |
| 1.99% | 1.91% | $7,124.7万 | 13.9万股 | $6,418.0万 | 12.8万股 | +1.0万股+8.00% | 加仓 |
 芝加哥商品交易所CME |
| 1.72% | 2.01% | $6,154.0万 | 27.9万股 | $6,753.4万 | 22.9万股 | +5.0万股+21.88% | 加仓 |
 Meta平台META |
| 1.34% | 1.23% | $4,788.6万 | 8.5万股 | $4,110.2万 | 7.2万股 | +1.3万股+18.33% | 加仓 |
 德州仪器TXN |
| 1.28% | 0.96% | $4,584.8万 | 15.4万股 | $3,223.6万 | 16.6万股 | -1.2万股-7.36% | 减仓 |
 BOOKING COMBKNG |
| 1.15% | 0.96% | $4,121.7万 | 23.1万股 | $3,208.7万 | 7,621股 | +22.4万股+2,934.33% | 加仓 |
 亚马逊AMZN |
| 0.9% | 0.76% | $3,214.9万 | 13.5万股 | $2,546.3万 | 12.2万股 | +1.3万股+10.33% | 加仓 |
 SYSCO COMSYY |
| 0.88% | 0.86% | $3,146.3万 | 37.6万股 | $2,897.0万 | 40.6万股 | -3.0万股-7.31% | 减仓 |
 PAYCHEX COMPAYX |
| 0.69% | 1.01% | $2,467.9万 | 25.1万股 | $3,371.1万 | 36.6万股 | -11.5万股-31.42% | 减仓 |
 百事可乐PEP |
| 0.69% | 0.91% | $2,466.4万 | 18.2万股 | $3,053.1万 | 19.7万股 | -1.4万股-7.35% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.62% | 0.64% | $2,235.1万 | 12.4万股 | $2,157.5万 | 13.0万股 | -6,938股-5.32% | 减仓 |
 耐克NKE |
| 0.53% | 0.79% | $1,897.6万 | 46.2万股 | $2,632.9万 | 49.8万股 | -3.6万股-7.26% | 减仓 |
 标普全球SPGI |
| 0.52% | 0.52% | $1,849.1万 | 4.5万股 | $1,750.5万 | 4.1万股 | +4,248股+10.32% | 加仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.5% | 0.38% | $1,794.5万 | 7.2万股 | $1,285.0万 | 6.5万股 | +6,723股+10.33% | 加仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 0.44% | — | $1,589.3万 | 18.3万股 | $0 | 0股 | +18.3万股 | 新买入 |
 财捷INTU |
| 0.42% | 0.92% | $1,518.9万 | 5.8万股 | $3,096.8万 | 7.2万股 | -1.3万股-18.75% | 减仓 |
 KENVUE COMKVUE |
| 0.4% | 0.42% | $1,432.0万 | 74.9万股 | $1,395.5万 | 80.9万股 | -6.0万股-7.43% | 减仓 |
 穆迪MCO |
| 0.4% | 0.37% | $1,425.2万 | 3.1万股 | $1,244.3万 | 2.9万股 | +2,946股+10.33% | 加仓 |
 阿斯利康AZN |
| 0.21% | — | $738.4万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
