 英伟达NVDA |
| 8.64% | 8.49% | $9.42亿 | 470.8万股 | $8.30亿 | 476.1万股 | -5.4万股-1.12% | 减仓 |
 微软MSFT |
| 6.68% | 7.35% | $7.28亿 | 195.1万股 | $7.19亿 | 194.2万股 | +8,346股+0.43% | 加仓 |
 亚马逊AMZN |
| 5.68% | 5.54% | $6.20亿 | 259.9万股 | $5.42亿 | 260.3万股 | -3,471股-0.13% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 5.46% | 4.72% | $5.95亿 | 168.3万股 | $4.62亿 | 161.2万股 | +7.2万股+4.46% | 加仓 |
 礼来LLY |
| 3.54% | 3.07% | $3.86亿 | 32.2万股 | $3.00亿 | 32.6万股 | -4,177股-1.28% | 减仓 |
 NVENT ELECTRICNVT |
| 3.19% | 2.5% | $3.48亿 | 205.3万股 | $2.44亿 | 206.6万股 | -1.4万股-0.66% | 减仓 |
 苹果AAPL |
| 3.02% | 3.13% | $3.29亿 | 113.8万股 | $3.07亿 | 120.8万股 | -7.0万股-5.79% | 减仓 |
 摩根大通JPM |
| 2.77% | 3.17% | $3.02亿 | 92.4万股 | $3.10亿 | 105.4万股 | -13.1万股-12.39% | 减仓 |
 VisaV |
| 2.68% | 2.6% | $2.92亿 | 85.2万股 | $2.54亿 | 84.1万股 | +1.1万股+1.32% | 加仓 |
 GRACOGGG |
| 2.63% | 3.3% | $2.87亿 | 379.7万股 | $3.23亿 | 381.6万股 | -1.8万股-0.48% | 减仓 |
 LITTELFUSELFUS |
| 2.52% | 2.51% | $2.74亿 | 60.2万股 | $2.46亿 | 72.5万股 | -12.3万股-16.92% | 减仓 |
 TOROTTC |
| 2.39% | 2.6% | $2.61亿 | 267.6万股 | $2.54亿 | 271.9万股 | -4.3万股-1.56% | 减仓 |
| EENTEGRISENTG |
| 2.15% | 1.61% | $2.34亿 | 130.2万股 | $1.57亿 | 134.3万股 | -4.1万股-3.09% | 减仓 |
 联合健康UNH |
| 2.14% | 2.05% | $2.33亿 | 56.0万股 | $2.01亿 | 74.1万股 | -18.1万股-24.44% | 减仓 |
 台积电TSM |
| 2.09% | 1.68% | $2.27亿 | 47.6万股 | $1.64亿 | 48.6万股 | -1.0万股-2.06% | 减仓 |
 摩托罗拉解决方案MSI |
| 2.08% | 2.4% | $2.26亿 | 54.5万股 | $2.35亿 | 54.1万股 | +4,144股+0.77% | 加仓 |
 艺康ECL |
| 1.99% | 2.07% | $2.17亿 | 77.8万股 | $2.03亿 | 76.2万股 | +1.6万股+2.06% | 加仓 |
| WWEC ENERGY COMIDU |
| 1.92% | 2.26% | $2.09亿 | 178.8万股 | $2.21亿 | 191.1万股 | -12.3万股-6.43% | 减仓 |
 PALO ALTOPANW |
| 1.88% | 0.87% | $2.05亿 | 60.0万股 | $8,539.9万 | 53.3万股 | +6.7万股+12.61% | 加仓 |
 ALLIANT ENERGY COMLNT |
| 1.86% | 2.12% | $2.03亿 | 265.8万股 | $2.07亿 | 288.9万股 | -23.1万股-8.00% | 减仓 |
 BIO-TECHNETECH |
| 1.75% | 1.47% | $1.91亿 | 270.1万股 | $1.44亿 | 275.0万股 | -5.0万股-1.80% | 减仓 |
 Meta平台META |
| 1.72% | 1.9% | $1.88亿 | 33.3万股 | $1.86亿 | 32.5万股 | +8,246股+2.54% | 加仓 |
| FFASTENAL COMFAST |
| 1.71% | 1.86% | $1.86亿 | 387.1万股 | $1.82亿 | 392.2万股 | -5.2万股-1.31% | 减仓 |
 宣伟SHW |
| 1.39% | 1.43% | $1.52亿 | 44.1万股 | $1.40亿 | 43.8万股 | +2,826股+0.65% | 加仓 |
| CC H ROBINSON WORLDWIDE INCHRW |
| 1.33% | 1.44% | $1.45亿 | 77.1万股 | $1.41亿 | 84.8万股 | -7.7万股-9.14% | 减仓 |
 FULLER H BFUL |
| 1.3% | 1.49% | $1.42亿 | 243.5万股 | $1.46亿 | 236.2万股 | +7.4万股+3.11% | 加仓 |
 威瑞森VZ |
| 1.28% | 1.7% | $1.39亿 | 329.2万股 | $1.66亿 | 331.5万股 | -2.4万股-0.71% | 减仓 |
 WASTE MGMT DELWM |
| 1.21% | 0.94% | $1.32亿 | 59.1万股 | $9,151.2万 | 39.8万股 | +19.3万股+48.41% | 加仓 |
 罗克韦尔自动化ROK |
| 1.17% | 1.04% | $1.28亿 | 25.8万股 | $1.02亿 | 28.4万股 | -2.6万股-9.08% | 减仓 |
| FFiservFISV |
| 1.03% | 1.23% | $1.12亿 | 229.3万股 | $1.20亿 | 215.3万股 | +14.0万股+6.51% | 加仓 |
 强生JNJ |
| 0.99% | 1.44% | $1.07亿 | 42.3万股 | $1.41亿 | 57.8万股 | -15.5万股-26.76% | 减仓 |
 阿默普莱斯AMP |
| 0.9% | 0.89% | $9,820.0万 | 21.4万股 | $8,756.8万 | 19.7万股 | +1.7万股+8.63% | 加仓 |
| CCOGNEXCGNX |
| 0.87% | 0.61% | $9,471.5万 | 130.8万股 | $5,995.8万 | 122.4万股 | +8.4万股+6.86% | 加仓 |
 HORMEL FOODSHRL |
| 0.77% | 0.79% | $8,434.0万 | 339.8万股 | $7,741.7万 | 341.8万股 | -2.0万股-0.58% | 减仓 |
 CASEYS GEN STORESCASY |
| 0.66% | 0.71% | $7,242.5万 | 9.1万股 | $6,982.9万 | 9.6万股 | -4,812股-5.02% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.66% | 1.11% | $7,207.7万 | 87.2万股 | $1.09亿 | 136.6万股 | -49.4万股-36.14% | 减仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 0.66% | — | $7,152.0万 | 31.2万股 | $0 | 0股 | +31.2万股 | 新买入 |
 雅培ABT |
| 0.61% | 0.76% | $6,618.2万 | 72.9万股 | $7,410.5万 | 72.2万股 | +7,580股+1.05% | 加仓 |
 德州仪器TXN |
| 0.59% | 0.46% | $6,481.6万 | 21.7万股 | $4,487.6万 | 23.1万股 | -1.4万股-5.93% | 减仓 |
| TTENNANTTNC |
| 0.55% | 0.55% | $5,968.5万 | 68.2万股 | $5,335.0万 | 80.3万股 | -12.2万股-15.14% | 减仓 |
 直觉外科ISRG |
| 0.53% | 0.47% | $5,824.4万 | 14.6万股 | $4,604.6万 | 10.0万股 | +4.7万股+46.63% | 加仓 |
 3M COMMMM |
| 0.52% | 0.52% | $5,656.3万 | 34.9万股 | $5,109.9万 | 35.2万股 | -2,498股-0.71% | 减仓 |
 家得宝HD |
| 0.49% | 0.52% | $5,376.7万 | 15.2万股 | $5,045.1万 | 15.3万股 | -946股-0.62% | 减仓 |
 TRAVELERS COSTRV |
| 0.47% | 0.42% | $5,165.8万 | 15.6万股 | $4,153.9万 | 14.2万股 | +1.4万股+9.88% | 加仓 |
 美国运通AXP |
| 0.45% | 0.46% | $4,925.3万 | 14.6万股 | $4,501.6万 | 14.9万股 | -3,209股-2.16% | 减仓 |
 IDACORPIDA |
| 0.43% | 0.44% | $4,689.8万 | 31.0万股 | $4,308.8万 | 30.1万股 | +8,593股+2.85% | 加仓 |
 MEDPACEMEDP |
| 0.42% | 0.42% | $4,592.3万 | 8.7万股 | $4,116.2万 | 8.6万股 | +995股+1.16% | 加仓 |
 芝加哥商品交易所CME |
| 0.4% | — | $4,319.1万 | 19.6万股 | $0 | 0股 | +19.6万股 | 新买入 |
 DONALDSONDCI |
| 0.38% | 0.43% | $4,162.8万 | 46.4万股 | $4,238.2万 | 49.9万股 | -3.6万股-7.14% | 减仓 |
| WWORKIVAWK |
| 0.37% | 0.44% | $4,023.9万 | 82.9万股 | $4,267.4万 | 71.6万股 | +11.4万股+15.91% | 加仓 |
