 英伟达NVDA |
| 7.4% | 6.98% | $6.09亿 | 304.1万股 | $5.40亿 | 309.6万股 | -5.5万股-1.78% | 减仓 |
 苹果AAPL |
| 5.85% | 5.51% | $4.81亿 | 166.3万股 | $4.26亿 | 168.0万股 | -1.7万股-1.02% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.95% | 4.35% | $4.07亿 | 115.3万股 | $3.36亿 | 117.2万股 | -1.9万股-1.63% | 减仓 |
 微软MSFT |
| 4.02% | 4.22% | $3.31亿 | 88.7万股 | $3.26亿 | 88.2万股 | +5,660股+0.64% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 3.14% | 3.38% | $2.59亿 | 280.9万股 | $2.61亿 | 283.2万股 | -2.3万股-0.80% | 减仓 |
 VisaV |
| 2.94% | 2.81% | $2.42亿 | 70.5万股 | $2.17亿 | 72.0万股 | -1.4万股-2.01% | 减仓 |
 摩根大通JPM |
| 2.57% | 2.48% | $2.11亿 | 64.5万股 | $1.92亿 | 65.3万股 | -7,413股-1.14% | 减仓 |
 礼来LLY |
| 2.52% | 2% | $2.07亿 | 17.3万股 | $1.55亿 | 16.8万股 | +4,469股+2.66% | 加仓 |
 雷神技术RTX |
| 2.47% | 2.73% | $2.03亿 | 107.0万股 | $2.11亿 | 109.5万股 | -2.5万股-2.26% | 减仓 |
 强生JNJ |
| 2.03% | 2.08% | $1.67亿 | 65.8万股 | $1.61亿 | 65.8万股 | +461股+0.07% | 加仓 |
 史赛克SYK |
| 1.99% | 2.16% | $1.64亿 | 51.9万股 | $1.67亿 | 50.9万股 | +1.0万股+2.05% | 加仓 |
 好市多COST |
| 1.84% | 2.08% | $1.52亿 | 16.2万股 | $1.61亿 | 16.1万股 | +911股+0.56% | 加仓 |
 家得宝HD |
| 1.84% | 1.82% | $1.51亿 | 42.9万股 | $1.41亿 | 42.9万股 | -186股-0.04% | 减仓 |
 谷歌AGOOGL |
| 1.74% | 1.52% | $1.44亿 | 40.2万股 | $1.18亿 | 40.9万股 | -7,727股-1.89% | 减仓 |
 亚马逊AMZN |
| 1.68% | 1.53% | $1.38亿 | 58.0万股 | $1.18亿 | 56.8万股 | +1.2万股+2.10% | 加仓 |
 CHUBB LIMITEDCB |
| 1.59% | 1.63% | $1.31亿 | 38.5万股 | $1.26亿 | 38.7万股 | -1,953股-0.50% | 减仓 |
 艺康ECL |
| 1.59% | 1.62% | $1.31亿 | 46.9万股 | $1.25亿 | 47.0万股 | -1,721股-0.37% | 减仓 |
 TJXTJX |
| 1.41% | 1.59% | $1.16亿 | 76.8万股 | $1.23亿 | 77.2万股 | -4,012股-0.52% | 减仓 |
 DANAHER DEL COMDHR |
| 1.39% | 1.5% | $1.14亿 | 59.8万股 | $1.16亿 | 61.3万股 | -1.4万股-2.34% | 减仓 |
 宝洁PG |
| 1.34% | 1.43% | $1.11亿 | 75.5万股 | $1.10亿 | 76.4万股 | -9,227股-1.21% | 减仓 |
 PALO ALTOPANW |
| 1.34% | 0.62% | $1.10亿 | 32.2万股 | $4,818.6万 | 30.1万股 | +2.2万股+7.26% | 加仓 |
 福泰制药VRTX |
| 1.34% | 1.27% | $1.10亿 | 22.1万股 | $9,809.1万 | 22.0万股 | +1,635股+0.74% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 1.22% | 1.29% | $9,999.6万 | 14.2万股 | $9,964.0万 | 16.2万股 | -1.9万股-12.00% | 减仓 |
 博通AVGO |
| 1.21% | 0.97% | $9,935.1万 | 26.3万股 | $7,472.9万 | 24.1万股 | +2.2万股+8.93% | 加仓 |
 IDEXX LABS COMIDXX |
| 1.07% | 1.22% | $8,826.6万 | 16.8万股 | $9,449.9万 | 16.8万股 | -515股-0.31% | 减仓 |
| WWATSCOWSO |
| 1.06% | 0.99% | $8,721.3万 | 20.9万股 | $7,632.5万 | 21.0万股 | -525股-0.25% | 减仓 |
 艾伯维ABBV |
| 1.06% | 0.97% | $8,706.2万 | 34.6万股 | $7,473.3万 | 34.4万股 | +2,363股+0.69% | 加仓 |
 Meta平台META |
| 1.02% | 0.99% | $8,376.7万 | 14.9万股 | $7,664.8万 | 13.4万股 | +1.5万股+11.00% | 加仓 |
 麦当劳MCD |
| 0.98% | 1.22% | $8,080.4万 | 29.9万股 | $9,447.7万 | 30.4万股 | -5,057股-1.66% | 减仓 |
 IRON MTN DEL COMIRM |
| 0.98% | 0.86% | $8,075.3万 | 63.9万股 | $6,660.2万 | 65.2万股 | -1.3万股-1.95% | 减仓 |
 阿默普莱斯AMP |
| 0.95% | 1% | $7,850.9万 | 17.1万股 | $7,708.6万 | 17.3万股 | -2,329股-1.34% | 减仓 |
 思科CSCO |
| 0.9% | 0.64% | $7,394.8万 | 63.0万股 | $4,915.7万 | 63.4万股 | -3,987股-0.63% | 减仓 |
 梅特勒托利多MTD |
| 0.89% | 0.96% | $7,293.3万 | 5.7万股 | $7,416.7万 | 5.9万股 | -1,717股-2.92% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.82% | 0.8% | $6,770.4万 | 95.0万股 | $6,218.4万 | 97.0万股 | -2.0万股-2.08% | 减仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 0.81% | 0.82% | $6,654.9万 | 29.0万股 | $6,352.0万 | 29.3万股 | -3,405股-1.16% | 减仓 |
 雪佛龙CVX |
| 0.8% | 1.07% | $6,607.8万 | 39.9万股 | $8,287.1万 | 40.1万股 | -1,901股-0.47% | 减仓 |
 瑞思迈RMD |
| 0.76% | 0.95% | $6,275.8万 | 32.2万股 | $7,327.2万 | 32.6万股 | -4,374股-1.34% | 减仓 |
| N新纪元能源NEE |
| 0.74% | 0.81% | $6,116.5万 | 69.7万股 | $6,273.0万 | 67.5万股 | +2.1万股+3.18% | 加仓 |
 沃尔玛WMT |
| 0.72% | 0.84% | $5,960.1万 | 52.6万股 | $6,501.1万 | 52.3万股 | +3,135股+0.60% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.7% | 0.73% | $5,787.3万 | 11.6万股 | $5,632.3万 | 11.8万股 | -1,880股-1.60% | 减仓 |
 LINCOLN ELECLECO |
| 0.67% | 0.68% | $5,547.0万 | 20.9万股 | $5,227.9万 | 21.0万股 | -970股-0.46% | 减仓 |
| BBANK OF AMERBAC |
| 0.66% | 0.62% | $5,454.7万 | 95.7万股 | $4,760.9万 | 97.7万股 | -1.9万股-1.98% | 减仓 |
 百事可乐PEP |
| 0.66% | 0.84% | $5,450.2万 | 40.3万股 | $6,459.7万 | 41.6万股 | -1.3万股-3.23% | 减仓 |
 林德LIN |
| 0.66% | 0.67% | $5,402.9万 | 10.4万股 | $5,218.8万 | 10.5万股 | -1,155股-1.10% | 减仓 |
 雅培ABT |
| 0.66% | 0.84% | $5,400.2万 | 59.5万股 | $6,466.5万 | 63.0万股 | -3.5万股-5.51% | 减仓 |
 CARLISLE COSCSL |
| 0.63% | 0.61% | $5,178.8万 | 14.3万股 | $4,686.2万 | 14.0万股 | +2,299股+1.64% | 加仓 |
 ADPADP |
| 0.61% | 0.59% | $4,996.1万 | 22.3万股 | $4,550.4万 | 22.4万股 | -870股-0.39% | 减仓 |
 Roper科技ROP |
| 0.58% | 0.82% | $4,754.2万 | 14.0万股 | $6,373.7万 | 18.0万股 | -4.0万股-22.00% | 减仓 |
 BOOKING COMBKNG |
| 0.57% | 0.59% | $4,688.7万 | 26.3万股 | $4,576.6万 | 1.1万股 | +25.2万股+2,320.01% | 加仓 |
 赛莱默XYL |
| 0.57% | 0.64% | $4,680.7万 | 39.6万股 | $4,945.6万 | 41.4万股 | -1.8万股-4.32% | 减仓 |
