 亚马逊AMZN |
| 7.07% | 6.83% | $2,288.7万 | 9.6万股 | $1,994.1万 | 9.6万股 | +283股+0.30% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 6.65% | 6.15% | $2,153.9万 | 6.1万股 | $1,796.7万 | 6.3万股 | -1,675股-2.67% | 减仓 |
 苹果AAPL |
| 6.55% | 6.33% | $2,120.5万 | 7.3万股 | $1,849.4万 | 7.3万股 | +411股+0.56% | 加仓 |
 谷歌AGOOGL |
| 5.16% | 4.56% | $1,671.8万 | 4.7万股 | $1,330.2万 | 4.6万股 | +524股+1.13% | 加仓 |
 微软MSFT |
| 5.06% | 5.55% | $1,640.2万 | 4.4万股 | $1,620.0万 | 4.4万股 | +208股+0.48% | 加仓 |
 英伟达NVDA |
| 4.12% | 3.98% | $1,332.8万 | 6.7万股 | $1,161.1万 | 6.7万股 | +37股+0.06% | 加仓 |
 Meta平台META |
| 3.79% | 4.28% | $1,228.8万 | 2.2万股 | $1,249.3万 | 2.2万股 | -22股-0.10% | 减仓 |
 固安捷GWW |
| 3.69% | 3.25% | $1,194.3万 | 8,779股 | $947.6万 | 8,687股 | +92股+1.06% | 加仓 |
 VisaV |
| 3.63% | 3.54% | $1,175.9万 | 3.4万股 | $1,032.6万 | 3.4万股 | +109股+0.32% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 2.88% | 2.81% | $931.6万 | 4.4万股 | $819.4万 | 4.3万股 | +1,090股+2.55% | 加仓 |
| S嘉信·USSCHX |
| 2.66% | 2.57% | $861.9万 | 29.3万股 | $750.9万 | 29.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWL |
| 2.32% | 2.22% | $751.7万 | 4.1万股 | $646.7万 | 4.0万股 | +345股+0.86% | 加仓 |
 EquinixEQIX |
| 2.24% | 2.64% | $725.7万 | 6,962股 | $771.4万 | 7,870股 | -908股-11.54% | 减仓 |
 3M COMMMM |
| 1.91% | 1.89% | $617.4万 | 3.8万股 | $550.5万 | 3.8万股 | +228股+0.60% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 1.75% | 1.65% | $566.8万 | 8,059股 | $482.9万 | 7,829股 | +230股+2.94% | 加仓 |
 艺康ECL |
| 1.69% | 1.78% | $547.5万 | 2.0万股 | $521.1万 | 2.0万股 | +64股+0.33% | 加仓 |
 甲骨文ORCL |
| 1.67% | 1.86% | $541.5万 | 3.7万股 | $544.3万 | 3.7万股 | -48股-0.13% | 减仓 |
 PALO ALTOPANW |
| 1.66% | 0.85% | $538.6万 | 1.6万股 | $248.9万 | 1.6万股 | +272股+1.75% | 加仓 |
 斯伦贝谢SLB |
| 1.64% | 2.01% | $531.7万 | 11.4万股 | $586.9万 | 11.4万股 | +169股+0.15% | 加仓 |
 联合太平洋铁路UNP |
| 1.61% | 1.54% | $520.9万 | 1.9万股 | $450.2万 | 1.9万股 | +595股+3.21% | 加仓 |
 瑞思迈RMD |
| 1.51% | 1.91% | $489.2万 | 2.5万股 | $556.3万 | 2.5万股 | +320股+1.29% | 加仓 |
 TJXTJX |
| 1.47% | 1.7% | $477.6万 | 3.2万股 | $496.9万 | 3.1万股 | +414股+1.33% | 加仓 |
 可口可乐KO |
| 1.46% | 1.53% | $474.5万 | 5.8万股 | $446.9万 | 5.9万股 | -389股-0.66% | 减仓 |
 高盛GS |
| 1.42% | 1.3% | $459.3万 | 4,541股 | $379.2万 | 4,482股 | +59股+1.32% | 加仓 |
 优步UBER |
| 1.41% | 1.56% | $457.6万 | 6.3万股 | $456.1万 | 6.3万股 | -4股-0.01% | 减仓 |
 CHUBB LIMITEDCB |
| 1.33% | 1.41% | $431.3万 | 1.3万股 | $410.7万 | 1.3万股 | +57股+0.45% | 加仓 |
| S嘉信策略信托SCHM |
| 1.32% | 1.23% | $426.0万 | 11.6万股 | $360.4万 | 11.6万股 | -874股-0.75% | 减仓 |
| FFASTENAL COMFAST |
| 1.13% | 1.17% | $364.6万 | 7.6万股 | $342.8万 | 7.4万股 | +2,011股+2.72% | 加仓 |
 United TherapeuticsUTHR |
| 0.97% | 1.16% | $313.7万 | 5,789股 | $337.9万 | 5,699股 | +90股+1.58% | 加仓 |
 联合健康UNH |
| 0.96% | 0.69% | $310.2万 | 7,464股 | $202.4万 | 7,479股 | -15股-0.20% | 减仓 |
| VVALMONT INDSVMI |
| 0.9% | 0.68% | $293.0万 | 5,072股 | $198.8万 | 4,975股 | +97股+1.95% | 加仓 |
 EOG资源EOG |
| 0.88% | 1.09% | $285.7万 | 2.2万股 | $317.9万 | 2.2万股 | +35股+0.16% | 加仓 |
 家得宝HD |
| 0.86% | 0.89% | $277.9万 | 7,881股 | $259.2万 | 7,880股 | +1股+0.01% | 加仓 |
| T赛默飞世尔TMO |
| 0.86% | 0.93% | $277.4万 | 5,532股 | $270.5万 | 5,504股 | +28股+0.51% | 加仓 |
 星巴克SBUX |
| 0.77% | 0.74% | $248.7万 | 2.4万股 | $216.8万 | 2.4万股 | +139股+0.57% | 加仓 |
 阿卡迈AKAM |
| 0.73% | 0.77% | $237.6万 | 2.0万股 | $224.9万 | 2.0万股 | +522股+2.67% | 加仓 |
 SYSCO COMSYY |
| 0.72% | 0.66% | $232.8万 | 2.8万股 | $193.8万 | 2.7万股 | +685股+2.52% | 加仓 |
 ALKERMESALKS |
| 0.72% | 0.52% | $231.7万 | 4.4万股 | $153.1万 | 4.3万股 | +918股+2.12% | 加仓 |
 GeneracGNRC |
| 0.69% | 0.5% | $221.9万 | 7,577股 | $144.7万 | 7,410股 | +167股+2.25% | 加仓 |
 赛富时CRM |
| 0.66% | 0.9% | $214.7万 | 1.4万股 | $261.5万 | 1.4万股 | -306股-2.18% | 减仓 |
 莫德纳MRNA |
| 0.64% | 0.51% | $208.4万 | 3.0万股 | $147.9万 | 2.9万股 | +634股+2.18% | 加仓 |
 ServiceNowNOW |
| 0.64% | 0.73% | $208.3万 | 2.1万股 | $211.7万 | 2.0万股 | +736股+3.63% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.63% | 1.03% | $205.2万 | 4.8万股 | $300.3万 | 4.8万股 | +214股+0.45% | 加仓 |
 L3哈里斯LHX |
| 0.61% | 0.78% | $198.9万 | 6,845股 | $228.3万 | 6,614股 | +231股+3.49% | 加仓 |
 诺和诺德NVO |
| 0.58% | 0.49% | $186.5万 | 3.9万股 | $144.1万 | 3.9万股 | -309股-0.79% | 减仓 |
 ExpediaEXPE |
| 0.55% | 0.52% | $178.6万 | 1.1万股 | $153.2万 | 1.1万股 | +260股+2.43% | 加仓 |
 F5FFIV |
| 0.54% | 0.41% | $176.4万 | 4,241股 | $120.2万 | 4,153股 | +88股+2.12% | 加仓 |
 Ionis制药IONS |
| 0.5% | 0.51% | $160.5万 | 2.0万股 | $147.5万 | 2.0万股 | +594股+3.02% | 加仓 |
 埃森哲ACN |
| 0.48% | 0.85% | $156.2万 | 1.3万股 | $247.2万 | 1.2万股 | +86股+0.69% | 加仓 |
| S嘉信·USSCHA |
| 0.47% | 0.42% | $153.8万 | 4.3万股 | $123.8万 | 4.3万股 | 00.00% | 持仓不变 |
