 英伟达NVDA |
| 3.09% | 2.97% | $3,465.8万 | 7.0万股 | $6,047.1万 | 13.9万股 | -6.9万股-49.66% | 减仓 |
 微软MSFT |
| 3.05% | 3.07% | $3,426.7万 | 9.1万股 | $6,247.3万 | 19.8万股 | -10.7万股-53.94% | 减仓 |
 苹果AAPL |
| 2.97% | 3.1% | $3,337.9万 | 17.3万股 | $6,309.7万 | 36.9万股 | -19.5万股-52.96% | 减仓 |
 亚马逊AMZN |
| 2.86% | 2.52% | $3,212.8万 | 21.1万股 | $5,130.2万 | 40.4万股 | -19.2万股-47.60% | 减仓 |
 Meta平台META |
| 2.08% | 1.95% | $2,334.5万 | 6.6万股 | $3,978.0万 | 13.3万股 | -6.7万股-50.22% | 减仓 |
 谷歌AGOOGL |
| 2.05% | 2.1% | $2,298.7万 | 16.5万股 | $4,270.2万 | 32.6万股 | -16.2万股-49.57% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.04% | 2.1% | $2,294.7万 | 16.3万股 | $4,278.1万 | 32.4万股 | -16.2万股-49.82% | 减仓 |
 万事达MA |
| 2.02% | 2% | $2,273.5万 | 5.3万股 | $4,074.2万 | 10.3万股 | -5.0万股-48.20% | 减仓 |
 VisaV |
| 1.99% | 1.98% | $2,240.0万 | 8.6万股 | $4,027.7万 | 17.5万股 | -8.9万股-50.87% | 减仓 |
 默沙东MRK |
| 1.53% | 1.4% | $1,714.8万 | 15.7万股 | $2,845.6万 | 27.6万股 | -11.9万股-43.10% | 减仓 |
 好市多COST |
| 1.52% | 1.54% | $1,702.7万 | 2.6万股 | $3,131.0万 | 5.5万股 | -3.0万股-53.45% | 减仓 |
 摩根大通JPM |
| 1.51% | 1.27% | $1,698.6万 | 10.0万股 | $2,579.9万 | 17.8万股 | -7.8万股-43.87% | 减仓 |
 WELLS FARGO NEWWFC |
| 1.49% | 1.47% | $1,678.8万 | 34.1万股 | $2,999.1万 | 73.4万股 | -39.3万股-53.53% | 减仓 |
 WASTE MGMT DELWM |
| 1.48% | 1.45% | $1,664.9万 | 9.3万股 | $2,946.1万 | 19.3万股 | -10.0万股-51.90% | 减仓 |
 麦当劳MCD |
| 1.48% | 1.45% | $1,663.5万 | 5.6万股 | $2,955.9万 | 11.2万股 | -5.6万股-50.00% | 减仓 |
 百事可乐PEP |
| 1.47% | 1.46% | $1,652.2万 | 9.7万股 | $2,977.7万 | 17.6万股 | -7.8万股-44.64% | 减仓 |
 MONDELEZ INTL CL AMDLZ |
| 1.47% | 1.47% | $1,650.6万 | 22.8万股 | $2,985.4万 | 43.0万股 | -20.2万股-47.02% | 减仓 |
 林德LIN |
| 1.47% | 1.5% | $1,645.5万 | 4.0万股 | $3,061.5万 | 8.2万股 | -4.2万股-51.27% | 减仓 |
 可口可乐KO |
| 1.46% | 1.47% | $1,636.1万 | 27.8万股 | $2,983.8万 | 53.3万股 | -25.5万股-47.91% | 减仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 1.44% | 1.52% | $1,621.1万 | 8.6万股 | $3,084.6万 | 16.2万股 | -7.7万股-47.21% | 减仓 |
 PAYCHEX COMPAYX |
| 1.39% | 1.52% | $1,564.2万 | 13.1万股 | $3,084.5万 | 26.7万股 | -13.6万股-50.90% | 减仓 |
 埃克森美孚XOM |
| 1.35% | 1.17% | $1,517.9万 | 15.2万股 | $2,383.2万 | 20.3万股 | -5.1万股-25.10% | 减仓 |
 礼来LLY |
| 1.24% | 0.93% | $1,396.2万 | 2.4万股 | $1,889.6万 | 3.5万股 | -1.1万股-31.92% | 减仓 |
| AANSYS INC COMANSS |
| 1.16% | 0.5% | $1,300.4万 | 3.6万股 | $1,021.8万 | 3.4万股 | +1,494股+4.35% | 加仓 |
 应用材料AMAT |
| 1.06% | 0.56% | $1,191.6万 | 7.4万股 | $1,131.8万 | 8.2万股 | -8,223股-10.06% | 减仓 |
 QUANTA SVCSPWR |
| 1.05% | 0.55% | $1,184.2万 | 5.5万股 | $1,109.6万 | 5.9万股 | -4,440股-7.49% | 减仓 |
 NETFLIXNFLX |
| 1.05% | 0.55% | $1,181.8万 | 2.4万股 | $1,112.6万 | 2.9万股 | -5,193股-17.62% | 减仓 |
 德康医疗DXCM |
| 1.04% | 0.52% | $1,167.6万 | 9.4万股 | $1,063.4万 | 11.4万股 | -2.0万股-17.44% | 减仓 |
 斯伦贝谢SLB |
| 1.04% | 1.35% | $1,164.5万 | 22.4万股 | $2,753.5万 | 47.2万股 | -24.9万股-52.62% | 减仓 |
 ChipotleCMG |
| 1.03% | 0.48% | $1,162.0万 | 5,081股 | $981.3万 | 5,357股 | -276股-5.15% | 减仓 |
 福泰制药VRTX |
| 1.03% | 0.93% | $1,153.5万 | 2.8万股 | $1,900.4万 | 5.5万股 | -2.6万股-48.13% | 减仓 |
 史赛克SYK |
| 1.03% | 0.52% | $1,153.2万 | 3.9万股 | $1,050.7万 | 3.8万股 | +60股+0.16% | 加仓 |
 博通AVGO |
| 1.03% | 0.98% | $1,153.2万 | 1.0万股 | $1,988.6万 | 2.4万股 | -1.4万股-56.85% | 减仓 |
 迪尔DE |
| 1.02% | 0.91% | $1,144.2万 | 2.9万股 | $1,860.0万 | 4.9万股 | -2.1万股-41.94% | 减仓 |
 科磊KLAC |
| 1.02% | 0.99% | $1,139.9万 | 2.0万股 | $2,010.3万 | 4.4万股 | -2.4万股-55.26% | 减仓 |
 VALERO ENERGY COMVLO |
| 1% | 0.86% | $1,125.0万 | 8.7万股 | $1,741.0万 | 12.3万股 | -3.6万股-29.56% | 减仓 |
| PPAYLOCITYPCTY |
| 1% | 0.94% | $1,118.7万 | 6.8万股 | $1,907.3万 | 10.5万股 | -3.7万股-35.35% | 减仓 |
 安费诺APH |
| 0.99% | 1.54% | $1,116.1万 | 11.3万股 | $3,132.5万 | 37.3万股 | -26.0万股-69.81% | 减仓 |
 ADOBE COMADBE |
| 0.99% | 1.18% | $1,115.6万 | 1.9万股 | $2,403.2万 | 4.7万股 | -2.8万股-60.32% | 减仓 |
 斯味可SJM |
| 0.99% | — | $1,114.7万 | 8.8万股 | $0 | 0股 | +8.8万股 | 新买入 |
 瑞思迈RMD |
| 0.99% | 1% | $1,113.8万 | 6.5万股 | $2,045.2万 | 13.8万股 | -7.4万股-53.19% | 减仓 |
 SCHEIN HENRYHSIC |
| 0.99% | 0.92% | $1,111.9万 | 14.7万股 | $1,863.9万 | 25.1万股 | -10.4万股-41.50% | 减仓 |
 固安捷GWW |
| 0.99% | — | $1,107.5万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 MICROCHIP TECHNOLOGYMCHP |
| 0.98% | 0.98% | $1,104.9万 | 12.3万股 | $1,987.3万 | 25.5万股 | -13.2万股-51.88% | 减仓 |
 Roper科技ROP |
| 0.98% | 1.08% | $1,104.4万 | 2.0万股 | $2,192.2万 | 4.5万股 | -2.5万股-55.25% | 减仓 |
 REPUBLIC SVCSRSG |
| 0.98% | 0.91% | $1,102.5万 | 6.7万股 | $1,860.9万 | 13.1万股 | -6.4万股-48.80% | 减仓 |
 CencoraCOR |
| 0.98% | 0.87% | $1,097.7万 | 5.3万股 | $1,763.6万 | 9.8万股 | -4.5万股-45.46% | 减仓 |
 AIRBNB COM CL AABNB |
| 0.97% | 1.11% | $1,093.7万 | 8.0万股 | $2,264.8万 | 16.5万股 | -8.5万股-51.33% | 减仓 |
| MMARATHON OILMRO |
| 0.97% | 0.49% | $1,086.1万 | 45.0万股 | $998.7万 | 37.3万股 | +7.6万股+20.41% | 加仓 |
 ServiceNowNOW |
| 0.96% | 0.91% | $1,083.3万 | 1.5万股 | $1,845.2万 | 3.3万股 | -1.8万股-53.55% | 减仓 |
