 微软MSFT |
| 14.66% | 14.43% | $1,003.2万 | 1.9万股 | $925.2万 | 1.9万股 | +769股+4.13% | 加仓 |
 亚马逊AMZN |
| 12.49% | 13.34% | $854.7万 | 3.9万股 | $855.6万 | 3.9万股 | -73股-0.19% | 减仓 |
 Meta平台META |
| 11.04% | 11.85% | $755.5万 | 1.0万股 | $760.2万 | 1.0万股 | -12股-0.12% | 减仓 |
 英伟达NVDA |
| 10.84% | 8.03% | $741.9万 | 4.0万股 | $515.0万 | 3.3万股 | +7,162股+21.97% | 加仓 |
 谷歌AGOOGL |
| 10.41% | 5.63% | $712.5万 | 2.9万股 | $361.2万 | 2.0万股 | +8,810股+42.98% | 加仓 |
 VisaV |
| 5.3% | 5.15% | $363.0万 | 1.1万股 | $330.2万 | 9,300股 | +1,334股+14.34% | 加仓 |
 标普全球SPGI |
| 4.62% | 5.59% | $316.0万 | 6,492股 | $358.6万 | 6,800股 | -308股-4.53% | 减仓 |
 ZOETIS CL AZTS |
| 4.27% | 3.4% | $292.2万 | 2.0万股 | $218.3万 | 1.4万股 | +5,970股+42.64% | 加仓 |
 沃特世WAT |
| 3.76% | 3.45% | $257.5万 | 8,590股 | $221.2万 | 6,337股 | +2,253股+35.55% | 加仓 |
 可口可乐KO |
| 3.42% | 5.89% | $234.0万 | 3.5万股 | $377.9万 | 5.3万股 | -1.8万股-33.96% | 减仓 |
 AMETEK COMAME |
| 3.09% | 1.72% | $211.5万 | 1.1万股 | $110.4万 | 6,100股 | +5,150股+84.43% | 加仓 |
 IDEXX LABS COMIDXX |
| 2.62% | 4.93% | $179.1万 | 2,804股 | $316.4万 | 5,900股 | -3,096股-52.47% | 减仓 |
 埃森哲ACN |
| 2.57% | 5.2% | $176.2万 | 7,147股 | $333.3万 | 1.1万股 | -4,003股-35.90% | 减仓 |
| FFASTENAL COMFAST |
| 2.55% | 2.33% | $174.5万 | 3.6万股 | $149.7万 | 3.6万股 | -50股-0.14% | 减仓 |
 宝洁PG |
| 2.42% | 3.31% | $166.0万 | 1.1万股 | $212.5万 | 1.3万股 | -2,535股-19.01% | 减仓 |
 摩根大通JPM |
| 1.88% | 1.84% | $128.4万 | 4,070股 | $118.0万 | 4,070股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 1.58% | 1.55% | $108.0万 | 2.1万股 | $99.1万 | 2.1万股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 1.27% | 1.14% | $86.9万 | 1,791股 | $73.0万 | 1,800股 | -9股-0.50% | 减仓 |
 AGILENT TECHNOLOGIES COMA |
| 1.22% | 1.2% | $83.3万 | 6,490股 | $77.0万 | 6,523股 | -33股-0.51% | 减仓 |
