 英伟达NVDA |
| 10% | 9.21% | $1.98亿 | 98.7万股 | $1.73亿 | 99.4万股 | -6,984股-0.70% | 减仓 |
 谷歌AGOOGL |
| 8.6% | 9.1% | $1.70亿 | 47.5万股 | $1.71亿 | 59.5万股 | -12.0万股-20.22% | 减仓 |
 微软MSFT |
| 6.28% | 9.47% | $1.24亿 | 33.2万股 | $1.78亿 | 48.2万股 | -15.0万股-31.05% | 减仓 |
 苹果AAPL |
| 6.2% | 4.9% | $1.22亿 | 42.3万股 | $9,229.4万 | 36.4万股 | +6.0万股+16.39% | 加仓 |
 台积电TSM |
| 6.15% | 5.22% | $1.21亿 | 25.4万股 | $9,834.6万 | 29.1万股 | -3.7万股-12.60% | 减仓 |
 AGILENT TECHNOLOGIES COMA |
| 4.48% | 5.12% | $8,857.6万 | 66.7万股 | $9,629.8万 | 84.5万股 | -17.8万股-21.07% | 减仓 |
 万事达MA |
| 3.99% | 3.81% | $7,879.7万 | 15.3万股 | $7,164.0万 | 14.3万股 | +1.0万股+7.00% | 加仓 |
 汽车地带AZO |
| 3.42% | 3.38% | $6,757.2万 | 2.1万股 | $6,363.1万 | 1.9万股 | +2,305股+12.24% | 加仓 |
 博通AVGO |
| 3.36% | 2.04% | $6,639.6万 | 17.6万股 | $3,841.6万 | 12.4万股 | +5.2万股+41.61% | 加仓 |
 ROSS STORES COMROST |
| 3.04% | 3.66% | $6,004.3万 | 28.2万股 | $6,895.8万 | 31.8万股 | -3.6万股-11.38% | 减仓 |
 NETFLIXNFLX |
| 2.66% | 2.47% | $5,257.3万 | 73.6万股 | $4,655.7万 | 48.4万股 | +25.2万股+52.06% | 加仓 |
 史赛克SYK |
| 2.62% | 3.65% | $5,176.5万 | 16.4万股 | $6,864.1万 | 20.9万股 | -4.4万股-21.29% | 减仓 |
 赛莱默XYL |
| 2.58% | 2.66% | $5,103.7万 | 43.2万股 | $5,010.7万 | 41.9万股 | +1.2万股+2.97% | 加仓 |
 高露洁CL |
| 2.53% | 2.14% | $5,006.4万 | 54.6万股 | $4,031.2万 | 47.3万股 | +7.3万股+15.46% | 加仓 |
 CHURCH & DWIGHTCHD |
| 2.45% | 2.63% | $4,841.1万 | 50.0万股 | $4,958.1万 | 53.1万股 | -3.2万股-5.95% | 减仓 |
 FICOFICO |
| 2.26% | 2.84% | $4,462.0万 | 3.7万股 | $5,337.7万 | 5.0万股 | -1.3万股-25.31% | 减仓 |
 IDEXX LABS COMIDXX |
| 2.11% | 3.22% | $4,166.0万 | 7.9万股 | $6,069.3万 | 10.8万股 | -2.9万股-26.74% | 减仓 |
 直觉外科ISRG |
| 2.1% | 2.86% | $4,145.4万 | 10.4万股 | $5,381.4万 | 11.7万股 | -1.2万股-10.71% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 2.02% | 1.88% | $3,990.3万 | 10.6万股 | $3,538.5万 | 12.7万股 | -2.1万股-16.51% | 减仓 |
 BOSTON SCIENTIFIC COMBSX |
| 1.98% | — | $3,909.3万 | 91.6万股 | $0 | 0股 | +91.6万股 | 新买入 |
 PALO ALTOPANW |
| 1.78% | 2.22% | $3,513.3万 | 10.3万股 | $4,182.6万 | 26.1万股 | -15.8万股-60.51% | 减仓 |
 REPUBLIC SVCSRSG |
| 1.67% | 1.35% | $3,306.6万 | 15.5万股 | $2,541.9万 | 11.6万股 | +3.9万股+33.71% | 加仓 |
 CARLISLE COSCSL |
| 1.6% | 1.54% | $3,163.5万 | 8.7万股 | $2,890.8万 | 8.7万股 | +560股+0.65% | 加仓 |
 AMERICAN WTR WKS NEWAWK |
| 1.55% | 1.67% | $3,068.3万 | 23.3万股 | $3,140.4万 | 23.1万股 | +2,430股+1.05% | 加仓 |
 礼来LLY |
| 1.53% | — | $3,027.4万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 摩根士丹利MS |
| 1.47% | 1.19% | $2,896.9万 | 13.9万股 | $2,241.3万 | 13.6万股 | +2,386股+1.75% | 加仓 |
| N纳斯达克NDAQ |
| 1.46% | 1.89% | $2,876.0万 | 36.5万股 | $3,567.2万 | 42.0万股 | -5.5万股-13.17% | 减仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 1.4% | 1.48% | $2,761.1万 | 16.6万股 | $2,795.0万 | 16.1万股 | +4,520股+2.80% | 加仓 |
 家得宝HD |
| 1.37% | 1.4% | $2,701.7万 | 7.7万股 | $2,628.6万 | 8.0万股 | -3,320股-4.15% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 1.33% | 1.99% | $2,635.2万 | 21.4万股 | $3,751.3万 | 23.9万股 | -2.4万股-10.25% | 减仓 |
 M&T银行MTB |
| 1.28% | 1.49% | $2,531.3万 | 10.6万股 | $2,797.1万 | 13.5万股 | -2.9万股-21.40% | 减仓 |
 UNITED RENTALSURI |
| 1.27% | 0.8% | $2,517.3万 | 2.2万股 | $1,502.7万 | 2.1万股 | +1,595股+7.73% | 加仓 |
 ServiceNowNOW |
| 1.16% | — | $2,300.4万 | 23.2万股 | $0 | 0股 | +23.2万股 | 新买入 |
 德康医疗DXCM |
| 1.16% | 0.82% | $2,294.4万 | 34.1万股 | $1,552.1万 | 24.7万股 | +9.4万股+37.84% | 加仓 |
| CCOVISTACVSA |
| 0.51% | 0.11% | $1,003.5万 | 8.1万股 | $204.0万 | 1.8万股 | +6.3万股+354.80% | 加仓 |
 ORMAT TECHNOLOGIESORA |
| 0.32% | 0.1% | $630.0万 | 5.8万股 | $186.3万 | 1.7万股 | +4.1万股+247.45% | 加仓 |
 西屋制动WAB |
| 0.21% | 0.2% | $410.3万 | 1.5万股 | $380.4万 | 1.5万股 | 00.00% | 持仓不变 |
 VERALTO COM SHSVLTO |
| 0.07% | 0.08% | $145.4万 | 1.6万股 | $145.0万 | 1.6万股 | 00.00% | 持仓不变 |
