 恩智浦NXPI |
| 6.26% | 4.76% | $8.18亿 | 291.1万股 | $5.43亿 | 275.9万股 | +15.2万股+5.50% | 加仓 |
 谷歌AGOOGL |
| 5.44% | 4.99% | $7.12亿 | 199.1万股 | $5.68亿 | 197.7万股 | +1.4万股+0.73% | 加仓 |
 微软MSFT |
| 5.06% | 5.68% | $6.62亿 | 177.5万股 | $6.48亿 | 175.0万股 | +2.5万股+1.45% | 加仓 |
 BOOKING COMBKNG |
| 4.61% | 4.93% | $6.03亿 | 338.3万股 | $5.62亿 | 13.4万股 | +324.9万股+2,433.21% | 加仓 |
 台积电TSM |
| 4.11% | 2.82% | $5.38亿 | 112.6万股 | $3.22亿 | 95.3万股 | +17.3万股+18.21% | 加仓 |
 亚马逊AMZN |
| 3.52% | 3.26% | $4.61亿 | 193.2万股 | $3.71亿 | 178.3万股 | +15.0万股+8.39% | 加仓 |
 Markel Group Inc.MKL |
| 3.44% | 3.8% | $4.50亿 | 23.1万股 | $4.33亿 | 22.6万股 | +4,489股+1.98% | 加仓 |
 BROWN & BROWN COMBRO |
| 3.29% | 3.36% | $4.30亿 | 670.9万股 | $3.83亿 | 587.1万股 | +83.8万股+14.27% | 加仓 |
 Meta平台META |
| 3.28% | 3.78% | $4.29亿 | 76.2万股 | $4.31亿 | 75.4万股 | +8,519股+1.13% | 加仓 |
 LITTELFUSELFUS |
| 3.25% | 2.92% | $4.25亿 | 93.4万股 | $3.33亿 | 98.3万股 | -4.9万股-5.01% | 减仓 |
| KKKR & COMKKR |
| 3.09% | 3.52% | $4.03亿 | 439.6万股 | $4.02亿 | 434.4万股 | +5.2万股+1.21% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 2.87% | 2.89% | $3.76亿 | 81.9万股 | $3.29亿 | 67.9万股 | +14.0万股+20.55% | 加仓 |
 CorpayCPAY |
| 2.35% | 2.33% | $3.07亿 | 92.2万股 | $2.65亿 | 91.2万股 | +1.0万股+1.13% | 加仓 |
 VisaV |
| 2.23% | 1.58% | $2.92亿 | 85.0万股 | $1.80亿 | 59.4万股 | +25.6万股+43.00% | 加仓 |
 LENNARLEN |
| 1.86% | 2.03% | $2.44亿 | 269.2万股 | $2.31亿 | 266.2万股 | +3.0万股+1.13% | 加仓 |
 CHUBB LIMITEDCB |
| 1.72% | 1.86% | $2.25亿 | 66.1万股 | $2.13亿 | 65.2万股 | +8,662股+1.33% | 加仓 |
| T赛默飞世尔TMO |
| 1.71% | 1.9% | $2.23亿 | 44.5万股 | $2.17亿 | 44.1万股 | +4,095股+0.93% | 加仓 |
 英伟达NVDA |
| 1.6% | 1.64% | $2.09亿 | 104.5万股 | $1.87亿 | 107.2万股 | -2.7万股-2.55% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.5% | 1.4% | $1.96亿 | 39.2万股 | $1.60亿 | 33.3万股 | +5.9万股+17.71% | 加仓 |
| PPTC COMPTC |
| 1.29% | 1.83% | $1.69亿 | 148.4万股 | $2.09亿 | 146.5万股 | +1.8万股+1.26% | 加仓 |
 苹果AAPL |
| 1.29% | 1.26% | $1.69亿 | 58.2万股 | $1.43亿 | 56.4万股 | +1.8万股+3.20% | 加仓 |
 ICON PUB LTD COICLR |
| 1.28% | 0.89% | $1.67亿 | 96.2万股 | $1.02亿 | 91.9万股 | +4.3万股+4.68% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.98% | 0.99% | $1.28亿 | 32.3万股 | $1.13亿 | 35.4万股 | -3.2万股-8.91% | 减仓 |
| NNVRNVR |
| 0.94% | 1.03% | $1.23亿 | 1.8万股 | $1.17亿 | 1.8万股 | +281股+1.58% | 加仓 |
 博通AVGO |
| 0.76% | 0.68% | $9,971.7万 | 26.4万股 | $7,705.8万 | 24.9万股 | +1.5万股+6.02% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.75% | 0.82% | $9,809.9万 | 131股 | $9,335.8万 | 130股 | +1股+0.77% | 加仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 0.73% | — | $9,548.8万 | 41.6万股 | $0 | 0股 | +41.6万股 | 新买入 |
| BBANK OF AMERBAC |
| 0.6% | 0.58% | $7,820.8万 | 137.3万股 | $6,603.5万 | 135.5万股 | +1.8万股+1.33% | 加仓 |
 宝洁PG |
| 0.55% | 0.51% | $7,172.3万 | 48.9万股 | $5,782.2万 | 40.0万股 | +8.9万股+22.18% | 加仓 |
 摩根大通JPM |
| 0.53% | 0.54% | $6,906.3万 | 21.1万股 | $6,129.4万 | 20.8万股 | +2,606股+1.25% | 加仓 |
 美光科技MU |
| 0.49% | 0.15% | $6,456.1万 | 5.6万股 | $1,734.6万 | 5.1万股 | +4,581股+8.92% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.47% | 0.33% | $6,188.9万 | 49.0万股 | $3,724.7万 | 26.7万股 | +22.3万股+83.29% | 加仓 |
 Invitation HomesINVH |
| 0.47% | 0.43% | $6,112.8万 | 202.3万股 | $4,953.1万 | 199.3万股 | +3.0万股+1.52% | 加仓 |
 礼来LLY |
| 0.44% | 0.37% | $5,748.6万 | 4.8万股 | $4,228.0万 | 4.6万股 | +1,956股+4.25% | 加仓 |
 捷普JBL |
| 0.44% | 0.46% | $5,716.3万 | 14.8万股 | $5,217.4万 | 19.6万股 | -4.8万股-24.50% | 减仓 |
 WESCO INTLWCC |
| 0.43% | 0.46% | $5,663.5万 | 16.4万股 | $5,197.4万 | 19.0万股 | -2.6万股-13.69% | 减仓 |
| PPROLOGIS COMPLD |
| 0.43% | 0.47% | $5,615.8万 | 41.5万股 | $5,409.3万 | 40.9万股 | +5,307股+1.30% | 加仓 |
 卡特彼勒CAT |
| 0.41% | 0.32% | $5,345.3万 | 5.0万股 | $3,643.4万 | 5.1万股 | -1,235股-2.40% | 减仓 |
 泛林集团LRCX |
| 0.41% | 0.28% | $5,337.0万 | 12.3万股 | $3,178.1万 | 14.9万股 | -2.6万股-17.21% | 减仓 |
 WINTRUST FINLWTFC |
| 0.41% | 0.36% | $5,297.5万 | 33.0万股 | $4,094.1万 | 29.5万股 | +3.5万股+11.86% | 加仓 |
 威瑞森VZ |
| 0.4% | 0.08% | $5,262.1万 | 124.3万股 | $860.5万 | 17.1万股 | +107.1万股+625.02% | 加仓 |
 奎斯特诊断DGX |
| 0.39% | 0.44% | $5,148.4万 | 24.3万股 | $5,022.9万 | 25.6万股 | -1.3万股-5.22% | 减仓 |
 美敦力MDT |
| 0.38% | 0.29% | $4,955.5万 | 63.3万股 | $3,283.6万 | 37.9万股 | +25.4万股+67.16% | 加仓 |
 BRUNSWICKBC |
| 0.37% | 0.38% | $4,871.2万 | 57.8万股 | $4,386.0万 | 60.3万股 | -2.5万股-4.07% | 减仓 |
| C花旗集团C |
| 0.37% | 0.33% | $4,871.2万 | 34.8万股 | $3,774.3万 | 33.3万股 | +1.5万股+4.58% | 加仓 |
 应用材料AMAT |
| 0.37% | 0.2% | $4,869.2万 | 6.7万股 | $2,305.3万 | 6.7万股 | -109股-0.16% | 减仓 |
 CNH INDLCNH |
| 0.36% | 0.35% | $4,700.8万 | 418.6万股 | $3,986.9万 | 362.4万股 | +56.1万股+15.49% | 加仓 |
 百事可乐PEP |
| 0.36% | 0.46% | $4,642.7万 | 34.3万股 | $5,275.9万 | 34.0万股 | +3,139股+0.92% | 加仓 |
 EXPAND ENERGYEXE |
| 0.34% | 0.25% | $4,446.9万 | 48.8万股 | $2,902.6万 | 26.4万股 | +22.3万股+84.43% | 加仓 |
 ROYAL BK CDA COMRY |
| 0.34% | 0.3% | $4,412.9万 | 15.2万股 | $3,372.3万 | 15.2万股 | +358股+0.24% | 加仓 |
