 微软MSFT |
| 6.39% | 6.97% | $12.13亿 | 393.4万股 | $13.94亿 | 414.5万股 | -21.1万股-5.10% | 减仓 |
 苹果AAPL |
| 4.68% | 4.31% | $8.88亿 | 508.7万股 | $8.62亿 | 485.2万股 | +23.5万股+4.84% | 加仓 |
 谷歌AGOOGL |
| 2.97% | 3% | $5.64亿 | 20.3万股 | $6.00亿 | 20.7万股 | -4,270股-2.06% | 减仓 |
 联合健康UNH |
| 2.77% | 2.82% | $5.27亿 | 103.3万股 | $5.64亿 | 112.3万股 | -9.1万股-8.06% | 减仓 |
| CCable One IncCABO |
| 2.27% | — | $4.32亿 | 48.5万股 | $0 | 0股 | +48.5万股 | 新买入 |
 英伟达NVDA |
| 2.1% | 1.9% | $3.99亿 | 146.1万股 | $3.79亿 | 128.9万股 | +17.2万股+13.35% | 加仓 |
 Elevance健康ELV |
| 1.84% | 1.47% | $3.49亿 | 71.1万股 | $2.93亿 | 63.3万股 | +7.8万股+12.36% | 加仓 |
 财捷INTU |
| 1.81% | 2.37% | $3.44亿 | 71.6万股 | $4.73亿 | 73.6万股 | -2.0万股-2.76% | 减仓 |
 VisaV |
| 1.7% | 1.74% | $3.24亿 | 146.0万股 | $3.48亿 | 160.8万股 | -14.8万股-9.20% | 减仓 |
 标普全球SPGI |
| 1.69% | 1.76% | $3.22亿 | 78.5万股 | $3.52亿 | 74.6万股 | +3.9万股+5.18% | 加仓 |
| T赛默飞世尔TMO |
| 1.63% | 1.87% | $3.10亿 | 52.5万股 | $3.74亿 | 56.1万股 | -3.6万股-6.42% | 减仓 |
 ADOBE COMADBE |
| 1.5% | 2.17% | $2.85亿 | 62.6万股 | $4.34亿 | 76.6万股 | -13.9万股-18.20% | 减仓 |
 亚马逊AMZN |
| 1.47% | 1.47% | $2.80亿 | 8.6万股 | $2.94亿 | 8.8万股 | -2,351股-2.67% | 减仓 |
 BROWN & BROWN COMBRO |
| 1.36% | 1.29% | $2.58亿 | 357.1万股 | $2.57亿 | 366.2万股 | -9.0万股-2.47% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.35% | 1.35% | $2.56亿 | 9.2万股 | $2.70亿 | 9.3万股 | -1,515股-1.62% | 减仓 |
| SSOLAREDGE TECHNOLOGIESSEDG |
| 1.28% | 1.27% | $2.43亿 | 75.5万股 | $2.54亿 | 90.5万股 | -15.0万股-16.58% | 减仓 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 1.28% | 1.27% | $2.42亿 | 60.8万股 | $2.54亿 | 61.6万股 | -7,985股-1.30% | 减仓 |
 耐克NKE |
| 1.23% | 1.47% | $2.34亿 | 174.0万股 | $2.94亿 | 176.6万股 | -2.6万股-1.48% | 减仓 |
 COMCAST NEW CL ACMCSA |
| 1.11% | 1.1% | $2.11亿 | 451.7万股 | $2.19亿 | 435.6万股 | +16.1万股+3.69% | 加仓 |
| N纳斯达克NDAQ |
| 0.95% | 1.25% | $1.81亿 | 101.5万股 | $2.50亿 | 118.9万股 | -17.5万股-14.69% | 减仓 |
 LAUDER ESTEE COS CL AEL |
| 0.92% | 1.22% | $1.75亿 | 64.4万股 | $2.43亿 | 65.8万股 | -1.4万股-2.16% | 减仓 |
 北方信托NTRS |
| 0.9% | 0.66% | $1.72亿 | 147.4万股 | $1.32亿 | 110.5万股 | +36.9万股+33.36% | 加仓 |
 ZOETIS CL AZTS |
| 0.89% | 1.08% | $1.70亿 | 89.9万股 | $2.16亿 | 88.7万股 | +1.2万股+1.38% | 加仓 |
 直觉外科ISRG |
| 0.83% | 1.02% | $1.58亿 | 52.4万股 | $2.04亿 | 56.9万股 | -4.5万股-7.90% | 减仓 |
 特斯拉TSLA |
| 0.78% | 0.75% | $1.48亿 | 13.8万股 | $1.51亿 | 14.3万股 | -4,818股-3.38% | 减仓 |
 NORDSONNDSN |
| 0.74% | 0.79% | $1.41亿 | 62.1万股 | $1.58亿 | 61.9万股 | +1,779股+0.29% | 加仓 |
 穆迪MCO |
| 0.7% | 0.78% | $1.34亿 | 39.6万股 | $1.55亿 | 39.8万股 | -1,711股-0.43% | 减仓 |
 EVERSOURCE ENERGYES |
| 0.69% | 0.68% | $1.32亿 | 149.3万股 | $1.37亿 | 150.1万股 | -8,417股-0.56% | 减仓 |
 礼来LLY |
| 0.69% | 0.62% | $1.30亿 | 45.5万股 | $1.24亿 | 44.8万股 | +6,731股+1.50% | 加仓 |
 NETFLIXNFLX |
| 0.68% | 1.04% | $1.28亿 | 34.3万股 | $2.07亿 | 34.4万股 | -1,813股-0.53% | 减仓 |
 PALO ALTOPANW |
| 0.67% | 0.07% | $1.28亿 | 20.6万股 | $1,306.6万 | 2.3万股 | +18.2万股+776.21% | 加仓 |
 VeevaVEEV |
| 0.65% | 0.69% | $1.23亿 | 57.9万股 | $1.38亿 | 53.9万股 | +4.1万股+7.54% | 加仓 |
 摩根大通JPM |
| 0.64% | 0.73% | $1.22亿 | 89.5万股 | $1.47亿 | 92.8万股 | -3.3万股-3.52% | 减仓 |
 默沙东MRK |
| 0.6% | 0.79% | $1.13亿 | 138.3万股 | $1.57亿 | 205.0万股 | -66.7万股-32.55% | 减仓 |
| PPROLOGIS COMPLD |
| 0.59% | 0.57% | $1.13亿 | 69.9万股 | $1.15亿 | 68.1万股 | +1.8万股+2.64% | 加仓 |
 MATCH NEWMTCH |
| 0.59% | 0.71% | $1.13亿 | 103.8万股 | $1.42亿 | 107.6万股 | -3.9万股-3.59% | 减仓 |
 思科CSCO |
| 0.59% | 0.63% | $1.13亿 | 202.2万股 | $1.26亿 | 199.2万股 | +3.0万股+1.49% | 加仓 |
 家得宝HD |
| 0.58% | 0.63% | $1.11亿 | 37.0万股 | $1.26亿 | 30.4万股 | +6.5万股+21.37% | 加仓 |
 宝洁PG |
| 0.57% | 0.53% | $1.08亿 | 70.4万股 | $1.06亿 | 65.1万股 | +5.3万股+8.20% | 加仓 |
 强生JNJ |
| 0.56% | 0.39% | $1.06亿 | 59.6万股 | $7,705.0万 | 45.0万股 | +14.5万股+32.26% | 加仓 |
 威瑞森VZ |
| 0.54% | 0.52% | $1.02亿 | 200.7万股 | $1.04亿 | 200.7万股 | +348股+0.02% | 加仓 |
 好市多COST |
| 0.54% | 0.52% | $1.02亿 | 17.7万股 | $1.05亿 | 18.4万股 | -7,458股-4.04% | 减仓 |
 ETSY COMETSY |
| 0.54% | 0.23% | $1.02亿 | 81.9万股 | $4,509.4万 | 20.6万股 | +61.3万股+297.69% | 加仓 |
 DANAHER DEL COMDHR |
| 0.53% | 0.59% | $1.01亿 | 34.3万股 | $1.18亿 | 35.9万股 | -1.6万股-4.39% | 减仓 |
 百事可乐PEP |
| 0.53% | 0.52% | $1.00亿 | 60.0万股 | $1.03亿 | 59.4万股 | +6,049股+1.02% | 加仓 |
 埃森哲ACN |
| 0.51% | 0.71% | $9,777.2万 | 29.0万股 | $1.42亿 | 34.2万股 | -5.2万股-15.25% | 减仓 |
 百时美施贵宝BMY |
| 0.47% | 0.29% | $8,974.8万 | 122.9万股 | $5,707.0万 | 91.5万股 | +31.4万股+34.26% | 加仓 |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 0.44% | 0.14% | $8,281.1万 | 19.0万股 | $2,722.3万 | 4.1万股 | +14.9万股+358.49% | 加仓 |
 迪士尼DIS |
| 0.43% | 0.44% | $8,145.3万 | 59.4万股 | $8,812.9万 | 56.9万股 | +2.5万股+4.37% | 加仓 |
 艾默生电气EMR |
| 0.43% | 0.38% | $8,142.1万 | 83.0万股 | $7,576.1万 | 81.5万股 | +1.5万股+1.90% | 加仓 |
