 谷歌AGOOGL |
| 10.66% | 9.49% | $1.43亿 | 40.0万股 | $1.15亿 | 40.0万股 | 00.00% | 持仓不变 |
 ANALOG DEVICES COMADI |
| 10.37% | 9.19% | $1.39亿 | 35.0万股 | $1.11亿 | 35.0万股 | 00.00% | 持仓不变 |
 PROGRESSIVEPGR |
| 6.52% | 6.54% | $8,738.0万 | 40.0万股 | $7,929.6万 | 40.0万股 | 00.00% | 持仓不变 |
 第一资本COF |
| 5.24% | 5.27% | $7,021.7万 | 35.0万股 | $6,385.1万 | 35.0万股 | 00.00% | 持仓不变 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 5.22% | 4.66% | $7,001.4万 | 20.0万股 | $5,647.4万 | 20.0万股 | 00.00% | 持仓不变 |
 嘉信理财SCHW |
| 4.82% | 5.43% | $6,458.9万 | 70.0万股 | $6,578.6万 | 70.0万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 4.62% | 4.47% | $6,196.8万 | 26.0万股 | $5,415.0万 | 26.0万股 | 00.00% | 持仓不变 |
 GALLAGHER ARTHUR J & COMAJG |
| 4.37% | 2.41% | $5,854.0万 | 25.5万股 | $2,923.8万 | 13.5万股 | +12.0万股+88.89% | 加仓 |
 摩托罗拉解决方案MSI |
| 4.34% | 5.01% | $5,814.1万 | 14.0万股 | $6,075.6万 | 14.0万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 3.78% | 4.25% | $5,069.6万 | 9.0万股 | $5,149.2万 | 9.0万股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 3.53% | 3.5% | $4,735.5万 | 14.0万股 | $4,234.7万 | 14.0万股 | 00.00% | 持仓不变 |
 TELEDYNE TECHNOLOGIESTDY |
| 3.48% | 3.5% | $4,668.3万 | 7.0万股 | $4,235.1万 | 7.0万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 3.42% | 3.4% | $4,582.6万 | 14.0万股 | $4,118.2万 | 14.0万股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 3.17% | 4.38% | $4,247.6万 | 25.6万股 | $5,301.8万 | 25.6万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 2.85% | 2.23% | $3,820.6万 | 8.0万股 | $2,703.6万 | 8.0万股 | 00.00% | 持仓不变 |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 2.79% | 3.22% | $3,740.5万 | 50.0万股 | $3,905.4万 | 60.0万股 | -10.0万股-16.67% | 减仓 |
 MERCADOLIBRE COMMELI |
| 2.28% | 2.21% | $3,055.3万 | 1.8万股 | $2,680.0万 | 1.6万股 | +2,500股+16.13% | 加仓 |
 微软MSFT |
| 2.23% | 2.44% | $2,984.2万 | 8.0万股 | $2,961.4万 | 8.0万股 | 00.00% | 持仓不变 |
 RAYONIERRYN |
| 2% | 2.14% | $2,681.6万 | 126.0万股 | $2,598.4万 | 126.0万股 | 00.00% | 持仓不变 |
 VisaV |
| 1.92% | 1.87% | $2,573.2万 | 7.5万股 | $2,266.8万 | 7.5万股 | 00.00% | 持仓不变 |
 EquifaxEFX |
| 1.72% | 1.49% | $2,301.4万 | 14.5万股 | $1,800.7万 | 10.0万股 | +4.5万股+45.00% | 加仓 |
 耐克NKE |
| 1.53% | 2.18% | $2,052.5万 | 50.0万股 | $2,641.0万 | 50.0万股 | 00.00% | 持仓不变 |
 美敦力MDT |
| 1.46% | 1.79% | $1,955.8万 | 25.0万股 | $2,166.3万 | 25.0万股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 1.44% | 1.49% | $1,927.5万 | 15.0万股 | $1,804.4万 | 15.0万股 | 00.00% | 持仓不变 |
| CCELLEBRITE DICLBT |
| 1.42% | — | $1,898.0万 | 130.0万股 | $0 | 0股 | +130.0万股 | 新买入 |
 BRADYBRC |
| 1.37% | 1.34% | $1,831.4万 | 20.0万股 | $1,624.8万 | 20.0万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 1.33% | 1.41% | $1,777.8万 | 7.0万股 | $1,711.1万 | 7.0万股 | 00.00% | 持仓不变 |
 Roper科技ROP |
| 1.26% | 1.46% | $1,692.0万 | 5.0万股 | $1,769.3万 | 5.0万股 | 00.00% | 持仓不变 |
 TWFGTWFG |
| 0.9% | 0.76% | $1,202.5万 | 50.0万股 | $919.5万 | 50.0万股 | 00.00% | 持仓不变 |
