 英伟达NVDA |
| 9.33% | 9.44% | $3,495.1万 | 17.5万股 | $3,206.7万 | 18.4万股 | -9,555股-5.19% | 减仓 |
 谷歌AGOOGL |
| 7.25% | 6.44% | $2,716.6万 | 7.6万股 | $2,186.7万 | 7.6万股 | -201股-0.26% | 减仓 |
 微软MSFT |
| 5.82% | 6.85% | $2,178.3万 | 5.8万股 | $2,327.5万 | 6.3万股 | -4,309股-6.87% | 减仓 |
 亚马逊AMZN |
| 4.56% | 4.83% | $1,706.0万 | 7.2万股 | $1,642.7万 | 7.9万股 | -7,088股-9.01% | 减仓 |
 博通AVGO |
| 4.03% | 3.71% | $1,510.7万 | 4.0万股 | $1,259.6万 | 4.1万股 | -716股-1.76% | 减仓 |
 苹果AAPL |
| 3.27% | 5.88% | $1,224.0万 | 4.2万股 | $1,998.1万 | 7.9万股 | -3.6万股-46.26% | 减仓 |
 摩根大通JPM |
| 2.64% | 2.56% | $989.7万 | 3.0万股 | $868.2万 | 2.9万股 | +737股+2.50% | 加仓 |
 VisaV |
| 2.4% | 2.29% | $899.8万 | 2.6万股 | $779.3万 | 2.6万股 | +434股+1.68% | 加仓 |
 Meta平台META |
| 2.3% | 1.36% | $861.6万 | 1.5万股 | $462.3万 | 8,100股 | +7,196股+88.84% | 加仓 |
 万事达MA |
| 1.94% | 1.78% | $725.2万 | 1.4万股 | $604.2万 | 1.2万股 | +2,043股+16.92% | 加仓 |
| T赛默飞世尔TMO |
| 1.62% | 1.78% | $605.5万 | 1.2万股 | $604.6万 | 1.2万股 | -194股-1.58% | 减仓 |
 NETFLIXNFLX |
| 1.48% | 1.41% | $554.7万 | 7.8万股 | $479.0万 | 5.0万股 | +2.8万股+55.30% | 加仓 |
 艾伯维ABBV |
| 1.4% | 1.1% | $525.8万 | 2.1万股 | $373.9万 | 1.7万股 | +3,707股+21.57% | 加仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 1.35% | 1.53% | $507.0万 | 3.0万股 | $519.5万 | 3.0万股 | +535股+1.79% | 加仓 |
 台积电TSM |
| 1.34% | 1.02% | $501.5万 | 1.1万股 | $346.9万 | 1.0万股 | +185股+1.79% | 加仓 |
 伊顿ETN |
| 1.32% | — | $494.6万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 WASTE MGMT DELWM |
| 1.32% | 1.47% | $494.5万 | 2.2万股 | $500.8万 | 2.2万股 | +388股+1.78% | 加仓 |
 AON SHS CL AAON |
| 1.31% | 1.69% | $492.1万 | 1.5万股 | $575.2万 | 1.8万股 | -2,966股-16.66% | 减仓 |
 标普全球SPGI |
| 1.3% | 1.47% | $487.7万 | 1.2万股 | $498.1万 | 1.2万股 | +218股+1.85% | 加仓 |
 VeevaVEEV |
| 1.3% | 1.39% | $487.3万 | 2.7万股 | $472.5万 | 2.7万股 | +489股+1.81% | 加仓 |
 联合健康UNH |
| 1.26% | 1.29% | $472.2万 | 1.1万股 | $437.8万 | 1.6万股 | -4,833股-29.85% | 减仓 |
 ADVANCED DRAIN SYS DELWMS |
| 1.24% | 0.61% | $464.8万 | 3.0万股 | $206.5万 | 1.5万股 | +1.5万股+96.84% | 加仓 |
 LOWES COS COMLOW |
| 1.2% | — | $450.2万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 安费诺APH |
| 1.2% | — | $449.7万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 LPL金融LPLA |
| 1.18% | 1.21% | $442.2万 | 1.6万股 | $412.7万 | 1.4万股 | +2,046股+14.98% | 加仓 |
 雅培ABT |
| 1.16% | 1.25% | $433.2万 | 4.8万股 | $423.5万 | 4.1万股 | +6,383股+15.43% | 加仓 |
 摩托罗拉解决方案MSI |
| 1.14% | 1.03% | $427.4万 | 1.0万股 | $351.6万 | 8,106股 | +2,186股+26.97% | 加仓 |
 CencoraCOR |
| 1.14% | 0.97% | $426.3万 | 1.5万股 | $331.1万 | 1.1万股 | +4,504股+42.65% | 加仓 |
 OTIS WORLDWIDEOTIS |
| 1.1% | — | $411.3万 | 5.7万股 | $0 | 0股 | +5.7万股 | 新买入 |
 埃森哲ACN |
| 1.09% | 1.24% | $408.2万 | 3.3万股 | $419.8万 | 2.1万股 | +1.2万股+54.04% | 加仓 |
 优步UBER |
| 1.09% | 1.4% | $406.5万 | 5.6万股 | $474.1万 | 6.6万股 | -9,672股-14.65% | 减仓 |
 BOOT BARNBOOT |
| 1.08% | 1% | $405.9万 | 2.5万股 | $340.2万 | 2.3万股 | +1,539股+6.64% | 加仓 |
 礼来LLY |
| 1.08% | 0.74% | $403.1万 | 3,361股 | $250.1万 | 2,719股 | +642股+23.61% | 加仓 |
 AGILENT TECHNOLOGIES COMA |
| 1.07% | 1.13% | $402.0万 | 3.0万股 | $384.6万 | 3.4万股 | -3,449股-10.23% | 减仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 1.07% | 1.21% | $401.7万 | 2.0万股 | $412.6万 | 2.0万股 | +78股+0.39% | 加仓 |
| DDICKS SPORTING GOODSDKS |
| 1.07% | 1.15% | $401.7万 | 1.8万股 | $389.6万 | 2.0万股 | -2,083股-10.52% | 减仓 |
 梅特勒托利多MTD |
| 1.07% | 0.74% | $401.3万 | 3,141股 | $250.3万 | 1,971股 | +1,170股+59.36% | 加仓 |
 麦当劳MCD |
| 1.07% | 0.65% | $400.6万 | 1.5万股 | $219.7万 | 7,066股 | +7,754股+109.74% | 加仓 |
 CDWCDW |
| 1.07% | 0.95% | $399.5万 | 2.8万股 | $322.7万 | 2.7万股 | +1,702股+6.37% | 加仓 |
 MERCADOLIBRE COMMELI |
| 1.03% | 0.68% | $386.0万 | 2,274股 | $230.8万 | 1,334股 | +940股+70.46% | 加仓 |
 BOOKING COMBKNG |
| 1.03% | 1.05% | $385.2万 | 2.2万股 | $358.0万 | 852股 | +2.1万股+2,436.85% | 加仓 |
 美国运通AXP |
| 1.02% | 0.45% | $382.8万 | 1.1万股 | $152.9万 | 5,049股 | +6,267股+124.12% | 加仓 |
 HCA医疗HCA |
| 1% | — | $375.8万 | 9,638股 | $0 | 0股 | +9,638股 | 新买入 |
 TRACTOR SUPPLY COMTSCO |
| 0.99% | 1.23% | $370.9万 | 11.7万股 | $418.9万 | 9.3万股 | +2.5万股+26.60% | 加仓 |
 SERVICE INTLSCI |
| 0.98% | 1.23% | $368.0万 | 4.8万股 | $418.1万 | 5.1万股 | -2,372股-4.67% | 减仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.98% | — | $365.6万 | 7,962股 | $0 | 0股 | +7,962股 | 新买入 |
 CORE & MAINCNM |
| 0.97% | 1.08% | $363.8万 | 7.5万股 | $366.5万 | 7.4万股 | +1,367股+1.85% | 加仓 |
 甲骨文ORCL |
| 0.97% | 1.18% | $361.6万 | 2.5万股 | $401.6万 | 2.7万股 | -2,662股-9.74% | 减仓 |
 欧特克ADSK |
| 0.96% | 1.02% | $360.4万 | 1.9万股 | $346.8万 | 1.5万股 | +4,030股+27.78% | 加仓 |
 宝洁PG |
| 0.94% | 1% | $350.5万 | 2.4万股 | $338.5万 | 2.3万股 | +416股+1.77% | 加仓 |
