 亚马逊AMZN |
| 44.84% | 40.58% | $23.05亿 | 967.2万股 | $20.31亿 | 975.2万股 | -8.0万股-0.82% | 减仓 |
 VisaV |
| 9.29% | 5.74% | $4.77亿 | 139.2万股 | $2.87亿 | 95.0万股 | +44.2万股+46.50% | 加仓 |
 GE航空GE |
| 7.98% | 6.82% | $4.10亿 | 109.8万股 | $3.41亿 | 120.2万股 | -10.4万股-8.65% | 减仓 |
 微软MSFT |
| 4.15% | 4.6% | $2.13亿 | 57.2万股 | $2.30亿 | 62.2万股 | -5.0万股-8.01% | 减仓 |
 标普全球SPGI |
| 3.85% | 4.47% | $1.98亿 | 48.7万股 | $2.24亿 | 52.6万股 | -4.0万股-7.51% | 减仓 |
 WASTE CONNECTIONSWCN |
| 3.72% | 3.03% | $1.91亿 | 114.8万股 | $1.51亿 | 93.2万股 | +21.6万股+23.18% | 加仓 |
 TransDigmTDG |
| 3.11% | 2.73% | $1.60亿 | 12.0万股 | $1.37亿 | 11.8万股 | +2,000股+1.69% | 加仓 |
 马丁玛丽埃塔MLM |
| 2.83% | 3.15% | $1.45亿 | 25.2万股 | $1.58亿 | 26.8万股 | -1.6万股-5.97% | 减仓 |
 穆迪MCO |
| 2.75% | 3.21% | $1.41亿 | 31.2万股 | $1.61亿 | 36.8万股 | -5.6万股-15.22% | 减仓 |
 希尔顿HLT |
| 2.46% | 2.55% | $1.26亿 | 38.2万股 | $1.28亿 | 42.0万股 | -3.8万股-9.05% | 减仓 |
 谷歌AGOOGL |
| 2.22% | 1.97% | $1.14亿 | 32.0万股 | $9,834.6万 | 34.2万股 | -2.2万股-6.43% | 减仓 |
 Vulcan材料VMC |
| 1.77% | 1.98% | $9,101.1万 | 30.9万股 | $9,911.7万 | 36.4万股 | -5.6万股-15.25% | 减仓 |
 DANAHER DEL COMDHR |
| 1.58% | 0.94% | $8,114.4万 | 42.6万股 | $4,702.1万 | 24.8万股 | +17.8万股+71.77% | 加仓 |
| T赛默飞世尔TMO |
| 1.47% | 1.16% | $7,545.5万 | 15.1万股 | $5,824.6万 | 11.9万股 | +3.2万股+27.00% | 加仓 |
 FERGUSON ENTERPRISESFERG |
| 1.14% | 0.98% | $5,885.8万 | 24.8万股 | $4,898.5万 | 21.0万股 | +3.8万股+18.10% | 加仓 |
 宣伟SHW |
| 1.07% | 1.09% | $5,526.3万 | 16.1万股 | $5,449.4万 | 17.0万股 | -9,500股-5.59% | 减仓 |
 REPUBLIC SVCSRSG |
| 1% | 0.88% | $5,124.6万 | 24.1万股 | $4,391.4万 | 20.1万股 | +4.0万股+19.95% | 加仓 |
 FERROVIAL NV ORD SHSFER |
| 0.88% | 0.61% | $4,500.8万 | 65.6万股 | $3,070.4万 | 47.2万股 | +18.4万股+38.98% | 加仓 |
 联合太平洋铁路UNP |
| 0.75% | 0.75% | $3,862.4万 | 14.2万股 | $3,736.3万 | 15.4万股 | -1.2万股-7.79% | 减仓 |
| DDOORDASHDASH |
| 0.64% | 0.44% | $3,284.6万 | 17.8万股 | $2,222.2万 | 14.8万股 | +3.0万股+20.27% | 加仓 |
 NETFLIXNFLX |
| 0.53% | 0.7% | $2,727.5万 | 38.2万股 | $3,480.6万 | 36.2万股 | +2.0万股+5.52% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.49% | 0.51% | $2,516.0万 | 5.5万股 | $2,560.3万 | 5.3万股 | +2,000股+3.79% | 加仓 |
 COUPANG INC CLASS ACPNG |
| 0.29% | 0.34% | $1,497.3万 | 86.2万股 | $1,687.9万 | 89.4万股 | -3.2万股-3.58% | 减仓 |
| SSEA SPONSORD ADSSE |
| 0.25% | 0.21% | $1,303.3万 | 13.6万股 | $1,064.1万 | 12.9万股 | +7,500股+5.84% | 加仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 0.24% | 0.28% | $1,230.4万 | 14.2万股 | $1,388.3万 | 17.7万股 | -3.5万股-19.55% | 减仓 |
 MERCADOLIBRE COMMELI |
| 0.2% | 0.09% | $1,052.4万 | 6,200股 | $473.8万 | 2,740股 | +3,460股+126.28% | 加仓 |
 KENVUE COMKVUE |
| 0.17% | 0.27% | $871.4万 | 45.6万股 | $1,365.4万 | 79.2万股 | -33.6万股-42.42% | 减仓 |
 高露洁CL |
| 0.15% | 0.11% | $756.4万 | 8.3万股 | $562.5万 | 6.6万股 | +1.7万股+25.00% | 加仓 |
 LOUISIANA PACLPX |
| 0.09% | 0.09% | $472.0万 | 6.0万股 | $451.1万 | 6.2万股 | -2,000股-3.23% | 减仓 |
 好市多COST |
| 0.08% | 0.09% | $411.6万 | 4,400股 | $438.4万 | 4,400股 | 00.00% | 持仓不变 |
