 谷歌AGOOGL |
| 9.78% | 9.18% | $10.08亿 | 282.1万股 | $9.16亿 | 288.8万股 | -6.8万股-2.34% | 减仓 |
 万事达MA |
| 6.88% | 6.89% | $7.09亿 | 138.0万股 | $6.88亿 | 137.9万股 | +541股+0.04% | 加仓 |
 微软MSFT |
| 6.69% | 6.85% | $6.89亿 | 184.7万股 | $6.83亿 | 184.3万股 | +4,771股+0.26% | 加仓 |
 亚马逊AMZN |
| 5.2% | 5.36% | $5.36亿 | 224.8万股 | $5.35亿 | 224.5万股 | +3,524股+0.16% | 加仓 |
 苹果AAPL |
| 4.06% | 3.73% | $4.18亿 | 144.6万股 | $3.72亿 | 142.9万股 | +1.8万股+1.23% | 加仓 |
 英伟达NVDA |
| 3.69% | 3.43% | $3.81亿 | 190.2万股 | $3.43亿 | 181.7万股 | +8.5万股+4.68% | 加仓 |
 史赛克SYK |
| 3.53% | 3.9% | $3.64亿 | 115.5万股 | $3.90亿 | 114.9万股 | +6,324股+0.55% | 加仓 |
 DANAHER DEL COMDHR |
| 3.1% | 3.15% | $3.20亿 | 167.7万股 | $3.15亿 | 166.0万股 | +1.8万股+1.07% | 加仓 |
 TJXTJX |
| 3.01% | 3.42% | $3.11亿 | 205.0万股 | $3.41亿 | 211.0万股 | -6.0万股-2.84% | 减仓 |
 财捷INTU |
| 2.63% | 3.57% | $2.71亿 | 104.0万股 | $3.56亿 | 101.4万股 | +2.6万股+2.58% | 加仓 |
 恩智浦NXPI |
| 2.6% | 1.98% | $2.68亿 | 95.2万股 | $1.98亿 | 96.8万股 | -1.6万股-1.61% | 减仓 |
| T赛默飞世尔TMO |
| 2.39% | 2.64% | $2.46亿 | 49.1万股 | $2.64亿 | 53.1万股 | -4.0万股-7.48% | 减仓 |
 好市多COST |
| 2.12% | 2.39% | $2.19亿 | 23.4万股 | $2.38亿 | 23.8万股 | -4,394股-1.84% | 减仓 |
 VisaV |
| 2.02% | 1.82% | $2.08亿 | 60.6万股 | $1.81亿 | 59.5万股 | +1.1万股+1.93% | 加仓 |
 派克汉尼汾PH |
| 1.95% | 2.02% | $2.00亿 | 20.5万股 | $2.02亿 | 20.5万股 | -54股-0.03% | 减仓 |
 AMERICAN TOWER COMAMT |
| 1.8% | 2.19% | $1.85亿 | 113.1万股 | $2.18亿 | 121.6万股 | -8.5万股-6.99% | 减仓 |
 EOG资源EOG |
| 1.76% | 1.9% | $1.82亿 | 140.1万股 | $1.89亿 | 139.0万股 | +1.1万股+0.83% | 加仓 |
 ServiceNowNOW |
| 1.68% | 1.4% | $1.73亿 | 174.7万股 | $1.40亿 | 168.4万股 | +6.3万股+3.73% | 加仓 |
 新思科技SNPS |
| 1.52% | 1.27% | $1.57亿 | 35.1万股 | $1.27亿 | 32.3万股 | +2.8万股+8.67% | 加仓 |
 Meta平台META |
| 1.5% | 1.67% | $1.54亿 | 27.4万股 | $1.67亿 | 26.5万股 | +9,669股+3.65% | 加仓 |
 加拿大国家铁路CNI |
| 1.45% | 1.4% | $1.49亿 | 125.1万股 | $1.40亿 | 127.2万股 | -2.1万股-1.62% | 减仓 |
 雅培ABT |
| 1.38% | 1.62% | $1.42亿 | 156.6万股 | $1.62亿 | 161.4万股 | -4.8万股-2.97% | 减仓 |
 VeevaVEEV |
| 1.37% | 1.11% | $1.41亿 | 79.3万股 | $1.11亿 | 73.4万股 | +5.9万股+8.00% | 加仓 |
 ADPADP |
| 1.31% | 1.15% | $1.35亿 | 60.1万股 | $1.14亿 | 60.6万股 | -4,751股-0.78% | 减仓 |
 阿斯麦ASML |
| 1.25% | 0.8% | $1.29亿 | 6.5万股 | $8,031.2万 | 5.4万股 | +1.1万股+19.51% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.17% | 1.12% | $1.20亿 | 24.0万股 | $1.12亿 | 23.3万股 | +7,272股+3.12% | 加仓 |
| FFiservFISV |
| 1.1% | 1.4% | $1.13亿 | 230.2万股 | $1.40亿 | 249.7万股 | -19.4万股-7.77% | 减仓 |
| Q高通QCOM |
| 1.02% | 0.85% | $1.05亿 | 56.8万股 | $8,501.8万 | 66.4万股 | -9.6万股-14.43% | 减仓 |
 CHURCH & DWIGHTCHD |
| 0.99% | 1.05% | $1.02亿 | 105.0万股 | $1.05亿 | 109.7万股 | -4.7万股-4.30% | 减仓 |
| PPAYCOM SOFTWAREPAYC |
| 0.89% | 0.88% | $9,127.5万 | 72.6万股 | $8,742.4万 | 77.0万股 | -4.3万股-5.64% | 减仓 |
 家得宝HD |
| 0.84% | 0.83% | $8,654.7万 | 24.5万股 | $8,282.9万 | 24.6万股 | -137股-0.06% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.83% | 0.76% | $8,564.7万 | 47.3万股 | $7,606.8万 | 47.4万股 | -665股-0.14% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.82% | 0.71% | $8,490.1万 | 21.4万股 | $7,059.3万 | 20.2万股 | +1.2万股+6.03% | 加仓 |
 星巴克SBUX |
| 0.78% | 0.82% | $8,059.2万 | 78.9万股 | $8,191.1万 | 84.8万股 | -5.9万股-6.99% | 减仓 |
 礼来LLY |
| 0.7% | 0.37% | $7,170.2万 | 6.0万股 | $3,681.6万 | 3.9万股 | +2.1万股+52.55% | 加仓 |
 LOWES COS COMLOW |
| 0.66% | 0.77% | $6,750.8万 | 30.6万股 | $7,641.6万 | 31.3万股 | -6,726股-2.15% | 减仓 |
 联合太平洋铁路UNP |
| 0.64% | 0.57% | $6,612.5万 | 24.3万股 | $5,669.9万 | 22.6万股 | +1.7万股+7.41% | 加仓 |
 CARLISLE COSCSL |
| 0.63% | 0.46% | $6,468.9万 | 17.8万股 | $4,622.4万 | 13.2万股 | +4.6万股+34.75% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.63% | 0.68% | $6,458.1万 | 70.1万股 | $6,739.5万 | 72.5万股 | -2.3万股-3.22% | 减仓 |
 强生JNJ |
| 0.62% | 0.61% | $6,419.7万 | 25.3万股 | $6,110.8万 | 25.6万股 | -3,486股-1.36% | 减仓 |
 IDEXX LABS COMIDXX |
| 0.6% | 0.69% | $6,169.6万 | 11.7万股 | $6,885.8万 | 12.2万股 | -5,109股-4.18% | 减仓 |
 宝洁PG |
| 0.59% | 0.6% | $6,117.0万 | 41.7万股 | $6,016.2万 | 41.4万股 | +2,688股+0.65% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.58% | 0.57% | $5,957.3万 | 16.9万股 | $5,680.0万 | 18.0万股 | -1.1万股-6.28% | 减仓 |
| WWISE GROUP PLC ORD SHS CLASS AWSE |
| 0.51% | — | $5,214.9万 | 437.9万股 | $0 | 0股 | +437.9万股 | 新买入 |
| WWEXWEX |
| 0.5% | 0.6% | $5,182.8万 | 36.7万股 | $5,975.1万 | 37.5万股 | -7,772股-2.07% | 减仓 |
 埃克森美孚XOM |
| 0.49% | 0.57% | $5,094.1万 | 37.3万股 | $5,652.5万 | 37.1万股 | +1,961股+0.53% | 加仓 |
| DDICKS SPORTING GOODSDKS |
| 0.42% | 0.39% | $4,301.0万 | 19.0万股 | $3,884.3万 | 18.3万股 | +6,806股+3.72% | 加仓 |
 默沙东MRK |
| 0.41% | 0.41% | $4,275.7万 | 33.3万股 | $4,092.2万 | 33.7万股 | -4,294股-1.27% | 减仓 |
 再生元REGN |
| 0.4% | 0.54% | $4,107.6万 | 6.6万股 | $5,424.1万 | 7.2万股 | -6,555股-9.05% | 减仓 |
 VERALTO COM SHSVLTO |
| 0.37% | 0.39% | $3,782.3万 | 42.7万股 | $3,873.6万 | 43.3万股 | -6,292股-1.45% | 减仓 |
