 安费诺APH |
| 6.17% | 5.18% | $9,207.9万 | 52.2万股 | $8,576.3万 | 67.9万股 | -15.7万股-23.06% | 减仓 |
| N新纪元能源NEE |
| 5.18% | 6.18% | $7,732.7万 | 88.1万股 | $1.02亿 | 110.3万股 | -22.2万股-20.12% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 4.45% | 6.84% | $6,640.0万 | 53.9万股 | $1.13亿 | 72.0万股 | -18.1万股-25.10% | 减仓 |
 TERRENO RLTYTRNO |
| 4.41% | — | $6,587.5万 | 101.7万股 | $0 | 0股 | +101.7万股 | 新买入 |
 微软MSFT |
| 4.36% | 5.19% | $6,502.7万 | 17.4万股 | $8,605.7万 | 23.2万股 | -5.8万股-25.01% | 减仓 |
 瑞思迈RMD |
| 4.31% | 5.92% | $6,428.2万 | 33.0万股 | $9,807.8万 | 43.7万股 | -10.7万股-24.50% | 减仓 |
| SSTERIS PLC SHS USD |
| 4.2% | — | $6,271.3万 | 29.8万股 | $0 | 0股 | +29.8万股 | 新买入 |
 Jack Henry & Associates, IncJKHY |
| 3.93% | 5.45% | $5,867.8万 | 42.6万股 | $9,030.8万 | 57.1万股 | -14.5万股-25.45% | 减仓 |
 BROWN & BROWN COMBRO |
| 3.82% | 4.66% | $5,707.1万 | 89.0万股 | $7,728.3万 | 118.5万股 | -29.5万股-24.93% | 减仓 |
 史赛克SYK |
| 3.77% | 4.6% | $5,633.3万 | 17.9万股 | $7,629.2万 | 23.2万股 | -5.3万股-22.94% | 减仓 |
 Roper科技ROP |
| 3.63% | 4.53% | $5,414.3万 | 16.0万股 | $7,502.2万 | 21.2万股 | -5.2万股-24.53% | 减仓 |
 CHURCH & DWIGHTCHD |
| 3.57% | 4.15% | $5,326.4万 | 55.0万股 | $6,872.3万 | 73.6万股 | -18.7万股-25.34% | 减仓 |
 VisaV |
| 3.11% | 3.34% | $4,642.8万 | 13.5万股 | $5,541.0万 | 18.3万股 | -4.8万股-26.19% | 减仓 |
 贝莱德·INC COMBLK |
| 3.07% | 3.63% | $4,590.9万 | 4.8万股 | $6,022.1万 | 6.3万股 | -1.5万股-23.75% | 减仓 |
 万事达MA |
| 2.95% | 3.41% | $4,408.0万 | 8.6万股 | $5,651.7万 | 11.3万股 | -2.7万股-24.12% | 减仓 |
 雅培ABT |
| 2.9% | 3.91% | $4,324.2万 | 47.7万股 | $6,474.3万 | 63.1万股 | -15.4万股-24.43% | 减仓 |
 宝洁PG |
| 2.86% | 2.69% | $4,274.3万 | 29.1万股 | $4,458.5万 | 30.9万股 | -1.7万股-5.57% | 减仓 |
 REPUBLIC SVCSRSG |
| 2.74% | 2.69% | $4,091.2万 | 19.2万股 | $4,462.8万 | 20.4万股 | -1.2万股-5.77% | 减仓 |
 WASTE CONNECTIONSWCN |
| 2.73% | 3.18% | $4,068.9万 | 24.4万股 | $5,263.4万 | 32.4万股 | -8.0万股-24.67% | 减仓 |
 麦当劳MCD |
| 2.49% | 1.63% | $3,718.8万 | 13.8万股 | $2,697.4万 | 8.7万股 | +5.1万股+58.51% | 加仓 |
 ExpediaEXPE |
| 2.4% | 2.58% | $3,585.7万 | 22.0万股 | $4,277.9万 | 29.9万股 | -7.9万股-26.34% | 减仓 |
 ZOETIS CL AZTS |
| 2.4% | — | $3,579.3万 | 49.8万股 | $0 | 0股 | +49.8万股 | 新买入 |
 强生JNJ |
| 2.32% | 2.61% | $3,459.0万 | 13.6万股 | $4,316.7万 | 17.7万股 | -4.0万股-22.88% | 减仓 |
 好市多COST |
| 2.11% | 2.61% | $3,150.3万 | 3.4万股 | $4,325.7万 | 4.3万股 | -9,736股-22.43% | 减仓 |
 财捷INTU |
| 1.82% | 3.62% | $2,718.6万 | 10.4万股 | $6,004.8万 | 13.9万股 | -3.5万股-25.00% | 减仓 |
 VERISK ANALYTICS COMVRSK |
| 1.76% | — | $2,632.7万 | 14.7万股 | $0 | 0股 | +14.7万股 | 新买入 |
 百事可乐PEP |
| 1.75% | — | $2,615.4万 | 19.3万股 | $0 | 0股 | +19.3万股 | 新买入 |
| RROLLINS COMROL |
| 1.72% | — | $2,570.3万 | 61.6万股 | $0 | 0股 | +61.6万股 | 新买入 |
| WWisconsin Egy Cp Hldg Co |
| 1.37% | 1.6% | $2,041.8万 | 17.5万股 | $2,658.4万 | 23.0万股 | -5.5万股-23.85% | 减仓 |
 CINTAS COMCTAS |
| 1.34% | — | $2,004.2万 | 11.8万股 | $0 | 0股 | +11.8万股 | 新买入 |
 BroadridgeBR |
| 1.28% | 1.82% | $1,916.9万 | 14.0万股 | $3,009.5万 | 18.5万股 | -4.5万股-24.43% | 减仓 |
| N纳斯达克NDAQ |
| 1.2% | 0.84% | $1,786.9万 | 22.7万股 | $1,389.1万 | 16.4万股 | +6.3万股+38.55% | 加仓 |
| BBECTON DICKINSON & COMBDX |
| 0.93% | 2.28% | $1,394.8万 | 9.2万股 | $3,781.4万 | 24.1万股 | -14.8万股-61.68% | 减仓 |
 MEDPACEMEDP |
| 0.33% | 0.35% | $495.6万 | 9,358股 | $572.8万 | 1.2万股 | -2,571股-21.55% | 减仓 |
 飞塔FTNT |
| 0.31% | — | $458.7万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 IDEXX LABS COMIDXX |
| 0.3% | 0.35% | $441.6万 | 8,389股 | $583.0万 | 1.0万股 | -1,987股-19.15% | 减仓 |
| QQualysQLYS |
| 0.27% | 0.2% | $401.3万 | 2.9万股 | $330.4万 | 3.8万股 | -8,422股-22.39% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.23% | 0.24% | $336.9万 | 3.7万股 | $401.5万 | 4.3万股 | -6,904股-15.87% | 减仓 |
 直觉外科ISRG |
| 0.21% | — | $309.9万 | 7,793股 | $0 | 0股 | +7,793股 | 新买入 |
 阿卡迈AKAM |
| 0.16% | 0.18% | $245.1万 | 2.1万股 | $297.0万 | 2.6万股 | -5,129股-19.83% | 减仓 |
| TTyler科技TYL |
| 0.14% | 0.19% | $211.9万 | 7,246股 | $316.9万 | 9,255股 | -2,009股-21.71% | 减仓 |
 新思科技SNPS |
| 0.13% | 0.13% | $190.5万 | 4,271股 | $214.1万 | 5,401股 | -1,130股-20.92% | 减仓 |
 艾伯维ABBV |
| 0.12% | 0.11% | $174.5万 | 6,933股 | $182.1万 | 8,375股 | -1,442股-17.22% | 减仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 0.1% | — | $144.0万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 ADOBE COMADBE |
| 0.07% | 0.19% | $105.5万 | 5,146股 | $307.8万 | 1.3万股 | -7,515股-59.36% | 减仓 |
 芝加哥期权交易所CBOE |
| 0.06% | 0.1% | $83.7万 | 3,451股 | $170.6万 | 6,069股 | -2,618股-43.14% | 减仓 |
 TJXTJX |
| 0.06% | 0.05% | $82.9万 | 5,475股 | $89.2万 | 5,584股 | -109股-1.95% | 减仓 |
 苹果AAPL |
| 0.04% | 0.04% | $56.2万 | 1,942股 | $71.6万 | 2,821股 | -879股-31.16% | 减仓 |
 ROYAL BK CDA COMRY |
| 0.04% | 0.03% | $55.9万 | 2,700股 | $45.9万 | 2,837股 | -137股-4.83% | 减仓 |
 沃尔玛WMT |
| 0.03% | 0.04% | $48.6万 | 4,291股 | $68.3万 | 5,492股 | -1,201股-21.87% | 减仓 |
