 应用材料AMAT |
| 13.21% | 7.17% | $1.83亿 | 25.3万股 | $8,987.2万 | 26.3万股 | -1.0万股-3.95% | 减仓 |
 台积电TSM |
| 9.17% | 7.42% | $1.27亿 | 26.5万股 | $9,300.1万 | 27.5万股 | -9,827股-3.57% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 7.22% | 6.63% | $9,988.5万 | 28.3万股 | $8,316.2万 | 29.0万股 | -7,207股-2.49% | 减仓 |
 安费诺APH |
| 6.3% | 5.32% | $8,716.6万 | 49.4万股 | $6,669.9万 | 52.8万股 | -3.4万股-6.35% | 减仓 |
 ANALOG DEVICES COMADI |
| 5.51% | 5.04% | $7,615.3万 | 19.2万股 | $6,319.9万 | 19.9万股 | -6,911股-3.48% | 减仓 |
 VisaV |
| 5.05% | 4.68% | $6,980.4万 | 20.3万股 | $5,863.4万 | 19.4万股 | +9,461股+4.88% | 加仓 |
 微软MSFT |
| 4.6% | 5.3% | $6,361.7万 | 17.1万股 | $6,643.5万 | 17.9万股 | -8,924股-4.97% | 减仓 |
 美国运通AXP |
| 4.19% | 4.25% | $5,787.8万 | 17.1万股 | $5,330.2万 | 17.6万股 | -5,107股-2.90% | 减仓 |
 ROSS STORES COMROST |
| 3.68% | 4.12% | $5,082.2万 | 23.9万股 | $5,172.4万 | 23.9万股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 3.53% | 3.82% | $4,883.0万 | 9.7万股 | $4,787.3万 | 9.7万股 | 00.00% | 持仓不变 |
 BOOKING COMBKNG |
| 3.14% | 3.06% | $4,335.5万 | 24.3万股 | $3,833.5万 | 9,105股 | +23.4万股+2,571.51% | 加仓 |
| N纳斯达克NDAQ |
| 2.92% | 3.47% | $4,035.8万 | 51.2万股 | $4,346.6万 | 51.2万股 | 00.00% | 持仓不变 |
 AMETEK COMAME |
| 2.87% | 2.8% | $3,964.8万 | 16.4万股 | $3,512.8万 | 16.4万股 | 00.00% | 持仓不变 |
 瑞思迈RMD |
| 2.86% | 3.63% | $3,956.5万 | 20.3万股 | $4,557.4万 | 20.3万股 | 00.00% | 持仓不变 |
 BROWN & BROWN COMBRO |
| 2.83% | 3.43% | $3,914.9万 | 61.0万股 | $4,303.8万 | 66.0万股 | -5.0万股-7.53% | 减仓 |
 雅培ABT |
| 2.78% | 3.47% | $3,846.8万 | 42.4万股 | $4,352.5万 | 42.4万股 | 00.00% | 持仓不变 |
 万事达MA |
| 2.44% | 2.24% | $3,377.0万 | 6.6万股 | $2,803.4万 | 5.6万股 | +9,645股+17.19% | 加仓 |
 ADPADP |
| 2.29% | 2.29% | $3,164.0万 | 14.1万股 | $2,870.5万 | 14.1万股 | 00.00% | 持仓不变 |
 史赛克SYK |
| 2.16% | 2.49% | $2,991.9万 | 9.5万股 | $3,122.5万 | 9.5万股 | 00.00% | 持仓不变 |
 W.R.伯克利WRB |
| 1.99% | 2.06% | $2,754.7万 | 39.1万股 | $2,588.7万 | 39.1万股 | 00.00% | 持仓不变 |
 固安捷GWW |
| 1.96% | 1.73% | $2,707.3万 | 2.0万股 | $2,170.8万 | 2.0万股 | 00.00% | 持仓不变 |
| V先锋领航全球基金ESGV |
| 1.58% | — | $2,180.5万 | 16.5万股 | $0 | 0股 | +16.5万股 | 新买入 |
| HHDFC BANKHDB |
| 1.57% | 1.71% | $2,177.1万 | 84.3万股 | $2,148.5万 | 86.4万股 | -2.1万股-2.40% | 减仓 |
 赛富时CRM |
| 1.36% | 1.57% | $1,874.9万 | 12.0万股 | $1,966.5万 | 10.5万股 | +1.4万股+13.61% | 加仓 |
 ALCON ORD SHSALC |
| 1.22% | 1.48% | $1,687.1万 | 25.0万股 | $1,851.1万 | 25.0万股 | 00.00% | 持仓不变 |
 财捷INTU |
| 0.99% | 1.66% | $1,368.8万 | 5.2万股 | $2,078.6万 | 4.8万股 | +4,371股+9.09% | 加仓 |
 ZOETIS CL AZTS |
| 0.85% | 2.82% | $1,174.6万 | 16.3万股 | $3,537.6万 | 29.9万股 | -13.6万股-45.38% | 减仓 |
 EquifaxEFX |
| 0.78% | 1.82% | $1,073.4万 | 6.8万股 | $2,285.8万 | 12.7万股 | -5.9万股-46.72% | 减仓 |
| RRB GLOBALRBA |
| 0.69% | 0.74% | $949.8万 | 8.2万股 | $924.9万 | 9.6万股 | -1.5万股-15.33% | 减仓 |
| V先锋领航全球基金VSGX |
| 0.18% | — | $244.1万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 EAST WEST BANCORPEWBC |
| 0.1% | — | $137.8万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
