 微软MSFT |
| 6.17% | 6.24% | $2.20亿 | 52.3万股 | $1.97亿 | 52.3万股 | 00.00% | 持仓不变 |
 超微电脑SMCI |
| 6.14% | 1.96% | $2.19亿 | 21.7万股 | $6,161.6万 | 21.7万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 3.62% | 3.79% | $1.29亿 | 84.7万股 | $1.19亿 | 84.7万股 | 00.00% | 持仓不变 |
 VertivVRT |
| 3.33% | 2.21% | $1.19亿 | 145.2万股 | $6,972.3万 | 145.2万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 3.19% | 3.06% | $1.14亿 | 27.0万股 | $9,636.1万 | 27.0万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 2.97% | 2.83% | $1.06亿 | 58.8万股 | $8,932.3万 | 58.8万股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 2.65% | 2.62% | $9,464.1万 | 37.2万股 | $8,268.5万 | 37.2万股 | 00.00% | 持仓不变 |
 布鲁克菲尔德BN |
| 2.33% | 2.53% | $8,324.8万 | 198.8万股 | $7,976.9万 | 198.8万股 | 00.00% | 持仓不变 |
 优步UBER |
| 2.19% | 1.98% | $7,810.2万 | 101.4万股 | $6,245.9万 | 101.4万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 2.18% | 2.76% | $7,756.0万 | 45.2万股 | $8,708.1万 | 45.2万股 | 00.00% | 持仓不变 |
| LLabcorpLH |
| 2.09% | 2.46% | $7,446.6万 | 34.1万股 | $7,747.6万 | 34.1万股 | 00.00% | 持仓不变 |
 EXPAND ENERGYEXE |
| 2.05% | 2.01% | $7,326.5万 | 82.5万股 | $6,345.9万 | 82.5万股 | 00.00% | 持仓不变 |
 ANALOG DEVICES COMADI |
| 1.84% | 2.09% | $6,548.4万 | 33.1万股 | $6,573.9万 | 33.1万股 | 00.00% | 持仓不变 |
| CCRHCRH |
| 1.73% | 1.57% | $6,159.1万 | 71.4万股 | $4,938.1万 | 71.4万股 | 00.00% | 持仓不变 |
 高盛GS |
| 1.72% | 1.79% | $6,117.3万 | 14.6万股 | $5,649.8万 | 14.6万股 | 00.00% | 持仓不变 |
| CCONSTELLIUMCSTM |
| 1.59% | 1.62% | $5,664.0万 | 256.2万股 | $5,113.2万 | 256.2万股 | 00.00% | 持仓不变 |
 WHITE MTNS INSWTM |
| 1.52% | 1.45% | $5,431.2万 | 3.0万股 | $4,555.5万 | 3.0万股 | 00.00% | 持仓不变 |
 好市多COST |
| 1.29% | 1.32% | $4,612.6万 | 6.3万股 | $4,155.8万 | 6.3万股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 1.24% | 1.03% | $4,411.1万 | 36.1万股 | $3,255.0万 | 36.1万股 | 00.00% | 持仓不变 |
 波音BA |
| 1.2% | 1.84% | $4,293.3万 | 22.2万股 | $5,798.7万 | 22.2万股 | 00.00% | 持仓不变 |
 PinterestPINS |
| 1.2% | 1.45% | $4,277.3万 | 123.4万股 | $4,569.7万 | 123.4万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 1.18% | 1.14% | $4,203.0万 | 23.1万股 | $3,576.8万 | 23.1万股 | 00.00% | 持仓不变 |
 EQTEQT |
| 1.18% | 1.39% | $4,192.5万 | 113.1万股 | $4,372.3万 | 113.1万股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 1.17% | 1.09% | $4,168.5万 | 31.6万股 | $3,444.1万 | 31.6万股 | 00.00% | 持仓不变 |
 HUNTINGTON INGALLS INDS COMHII |
| 1.17% | 1.18% | $4,161.6万 | 14.3万股 | $3,707.1万 | 14.3万股 | 00.00% | 持仓不变 |
 雅培ABT |
| 1.11% | 1.21% | $3,953.0万 | 34.8万股 | $3,828.2万 | 34.8万股 | 00.00% | 持仓不变 |
 TJXTJX |
| 1.03% | 1.08% | $3,683.3万 | 36.3万股 | $3,407.0万 | 36.3万股 | 00.00% | 持仓不变 |
 联邦快递FDX |
| 1.01% | 1% | $3,609.5万 | 12.5万股 | $3,151.4万 | 12.5万股 | 00.00% | 持仓不变 |
 LENNARLEN |
| 0.99% | 0.97% | $3,543.2万 | 20.6万股 | $3,070.6万 | 20.6万股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.99% | 1.06% | $3,521.6万 | 22.3万股 | $3,330.1万 | 22.3万股 | 00.00% | 持仓不变 |
 COCA-COLA EUROPACIFIC PARTNERS SHSCCEP |
| 0.97% | 1.04% | $3,445.7万 | 49.3万股 | $3,287.6万 | 49.3万股 | 00.00% | 持仓不变 |
 CHUBB LIMITEDCB |
| 0.97% | 0.95% | $3,443.1万 | 13.3万股 | $3,002.9万 | 13.3万股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.96% | 0.98% | $3,434.9万 | 9.0万股 | $3,103.2万 | 9.0万股 | 00.00% | 持仓不变 |
 QUANTA SVCSPWR |
| 0.94% | 0.88% | $3,353.4万 | 12.9万股 | $2,785.5万 | 12.9万股 | 00.00% | 持仓不变 |
| PPERRIGOPRGO |
| 0.86% | 0.98% | $3,074.7万 | 95.5万股 | $3,073.7万 | 95.5万股 | 00.00% | 持仓不变 |
| AAIR LEASE |
| 0.85% | 0.79% | $3,043.9万 | 59.2万股 | $2,481.7万 | 59.2万股 | 00.00% | 持仓不变 |
 高露洁CL |
| 0.84% | 0.84% | $2,986.6万 | 33.2万股 | $2,643.7万 | 33.2万股 | 00.00% | 持仓不变 |
 洛克希德马丁LMT |
| 0.79% | 0.89% | $2,822.8万 | 6.2万股 | $2,812.7万 | 6.2万股 | 00.00% | 持仓不变 |
| B纽约梅隆银行BK |
| 0.78% | 0.8% | $2,793.1万 | 48.5万股 | $2,523.1万 | 48.5万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 0.78% | 0.76% | $2,791.5万 | 44股 | $2,387.6万 | 44股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.77% | 0.63% | $2,746.9万 | 15.6万股 | $1,997.3万 | 15.6万股 | 00.00% | 持仓不变 |
 ServiceNowNOW |
| 0.76% | 0.8% | $2,715.4万 | 3.6万股 | $2,516.3万 | 3.6万股 | 00.00% | 持仓不变 |
 富达·NATL INFORMATION SVCS COMFIS |
| 0.7% | 0.64% | $2,486.2万 | 33.5万股 | $2,013.3万 | 33.5万股 | 00.00% | 持仓不变 |
 DANAHER DEL COMDHR |
| 0.69% | 0.72% | $2,463.2万 | 9.9万股 | $2,281.9万 | 9.9万股 | 00.00% | 持仓不变 |
 FORTIVE COMFTV |
| 0.69% | 0.66% | $2,445.8万 | 28.4万股 | $2,093.6万 | 28.4万股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.64% | 0.71% | $2,294.6万 | 13.1万股 | $2,226.8万 | 13.1万股 | 00.00% | 持仓不变 |
 ILLINOIS TOOLITW |
| 0.62% | 0.68% | $2,200.7万 | 8.2万股 | $2,148.3万 | 8.2万股 | 00.00% | 持仓不变 |
 ADPADP |
| 0.61% | 0.65% | $2,184.5万 | 8.7万股 | $2,037.8万 | 8.7万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.58% | 0.61% | $2,080.2万 | 13.8万股 | $1,925.3万 | 13.8万股 | 00.00% | 持仓不变 |
| FFERROGLOBE PLC SHSGSM |
| 0.58% | 0.86% | $2,062.7万 | 414.2万股 | $2,696.4万 | 414.2万股 | 00.00% | 持仓不变 |
