 Arista网络ANET |
| 5.52% | 4.63% | $3.73亿 | 219.7万股 | $2.81亿 | 229.2万股 | -9.6万股-4.18% | 减仓 |
 亚马逊AMZN |
| 5.2% | 5.62% | $3.52亿 | 147.6万股 | $3.42亿 | 164.1万股 | -16.5万股-10.03% | 减仓 |
 苹果AAPL |
| 5.1% | 5.02% | $3.45亿 | 119.2万股 | $3.05亿 | 120.1万股 | -8,993股-0.75% | 减仓 |
 谷歌AGOOGL |
| 5.01% | 4.85% | $3.39亿 | 94.8万股 | $2.95亿 | 102.4万股 | -7.6万股-7.43% | 减仓 |
 微软MSFT |
| 3.95% | 4.41% | $2.67亿 | 71.6万股 | $2.68亿 | 72.3万股 | -7,327股-1.01% | 减仓 |
 Meta平台META |
| 3.86% | 4.41% | $2.61亿 | 46.4万股 | $2.68亿 | 46.8万股 | -4,606股-0.98% | 减仓 |
 英伟达NVDA |
| 3.61% | 2.64% | $2.44亿 | 121.9万股 | $1.60亿 | 91.8万股 | +30.0万股+32.68% | 加仓 |
| IInfineon Technologies Ag Spon Adr Each Rep 1 Ord ShsIFNNY |
| 3.14% | 2.21% | $2.12亿 | 225.9万股 | $1.35亿 | 297.6万股 | -71.8万股-24.11% | 减仓 |
 摩根大通JPM |
| 2.9% | 2.93% | $1.96亿 | 59.9万股 | $1.78亿 | 60.4万股 | -4,806股-0.80% | 减仓 |
 万事达MA |
| 2.85% | 3.12% | $1.93亿 | 37.5万股 | $1.90亿 | 38.0万股 | -4,279股-1.13% | 减仓 |
| T赛默飞世尔TMO |
| 2.51% | 2.77% | $1.70亿 | 33.9万股 | $1.68亿 | 34.3万股 | -3,889股-1.13% | 减仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 2.32% | 2.37% | $1.57亿 | 181.2万股 | $1.44亿 | 183.2万股 | -2.0万股-1.09% | 减仓 |
 德州仪器TXN |
| 2.29% | 1.67% | $1.55亿 | 51.9万股 | $1.02亿 | 52.4万股 | -4,946股-0.94% | 减仓 |
 直觉外科ISRG |
| 2.27% | 2.74% | $1.54亿 | 38.7万股 | $1.66亿 | 36.1万股 | +2.6万股+7.16% | 加仓 |
 达美航空DAL |
| 2.17% | 1.73% | $1.47亿 | 156.7万股 | $1.05亿 | 158.0万股 | -1.4万股-0.86% | 减仓 |
 迪尔DE |
| 2.16% | 2.16% | $1.46亿 | 23.1万股 | $1.31亿 | 23.3万股 | -2,747股-1.18% | 减仓 |
 TransDigmTDG |
| 2.14% | 2.09% | $1.44亿 | 10.8万股 | $1.27亿 | 11.0万股 | -1,055股-0.96% | 减仓 |
 NETFLIXNFLX |
| 2.13% | 3.22% | $1.44亿 | 201.3万股 | $1.96亿 | 203.5万股 | -2.2万股-1.08% | 减仓 |
| EENTEGRISENTG |
| 2.04% | 1.49% | $1.38亿 | 76.6万股 | $9,066.5万 | 77.3万股 | -7,316股-0.95% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.98% | 2.13% | $1.34亿 | 26.8万股 | $1.30亿 | 27.0万股 | -2,346股-0.87% | 减仓 |
 星巴克SBUX |
| 1.95% | 1.92% | $1.32亿 | 129.2万股 | $1.17亿 | 130.3万股 | -1.0万股-0.79% | 减仓 |
 迈威尔MRVL |
| 1.78% | — | $1.21亿 | 40.5万股 | $0 | 0股 | +40.5万股 | 新买入 |
 VERISK ANALYTICS COMVRSK |
| 1.73% | 0.9% | $1.17亿 | 65.2万股 | $5,456.4万 | 28.8万股 | +36.4万股+126.69% | 加仓 |
 联合太平洋铁路UNP |
| 1.66% | 1.67% | $1.13亿 | 41.4万股 | $1.01亿 | 41.7万股 | -3,632股-0.87% | 减仓 |
 联邦快递FDX |
| 1.61% | 2.05% | $1.09亿 | 34.7万股 | $1.24亿 | 34.9万股 | -2,786股-0.80% | 减仓 |
 嘉信理财SCHW |
| 1.59% | 1.82% | $1.07亿 | 116.3万股 | $1.10亿 | 117.4万股 | -1.1万股-0.94% | 减仓 |
 穆迪MCO |
| 1.53% | 1.65% | $1.03亿 | 22.8万股 | $1.00亿 | 23.0万股 | -1,815股-0.79% | 减仓 |
| NNESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSNSRGY |
| 1.5% | 1.63% | $1.02亿 | 99.1万股 | $9,894.3万 | 99.8万股 | -7,859股-0.79% | 减仓 |
 空气化工APD |
| 1.48% | 1.64% | $1.00亿 | 34.1万股 | $9,982.3万 | 34.4万股 | -2,401股-0.70% | 减仓 |
 好市多COST |
| 1.44% | 1.73% | $9,736.5万 | 10.4万股 | $1.05亿 | 10.6万股 | -1,449股-1.37% | 减仓 |
 AON SHS CL AAON |
| 1.37% | 1.5% | $9,273.6万 | 28.0万股 | $9,136.4万 | 28.3万股 | -3,468股-1.23% | 减仓 |
 联合健康UNH |
| 1.36% | 1.36% | $9,210.7万 | 22.2万股 | $8,249.7万 | 30.5万股 | -8.3万股-27.31% | 减仓 |
 T-MOBILE US COMTMUS |
| 1.35% | 1.89% | $9,124.3万 | 54.4万股 | $1.15亿 | 54.8万股 | -3,876股-0.71% | 减仓 |
 ChipotleCMG |
| 1.33% | 1.4% | $8,966.5万 | 263.7万股 | $8,517.5万 | 266.1万股 | -2.4万股-0.89% | 减仓 |
 强生JNJ |
| 1.31% | 1.42% | $8,851.6万 | 34.9万股 | $8,602.7万 | 35.2万股 | -3,405股-0.97% | 减仓 |
 WorkdayWDAY |
| 1.31% | 1.56% | $8,831.6万 | 72.1万股 | $9,450.4万 | 72.7万股 | -5,983股-0.82% | 减仓 |
 诺华NVS |
| 1.29% | 1.41% | $8,741.5万 | 55.8万股 | $8,582.1万 | 56.2万股 | -4,060股-0.72% | 减仓 |
| BBECTON DICKINSON & COMBDX |
| 1.27% | 1.48% | $8,585.5万 | 56.7万股 | $8,990.7万 | 57.2万股 | -4,482股-0.78% | 减仓 |
 YUM BRANDS COMYUM |
| 1.25% | 1.36% | $8,428.5万 | 52.7万股 | $8,269.7万 | 53.2万股 | -4,639股-0.87% | 减仓 |
 沃特世WAT |
| 1.1% | 0.98% | $7,422.2万 | 19.8万股 | $5,942.1万 | 20.0万股 | -1,627股-0.82% | 减仓 |
 标普全球SPGI |
| 1.05% | 1.23% | $7,100.0万 | 17.4万股 | $7,471.5万 | 17.6万股 | -1,324股-0.75% | 减仓 |
 特斯拉TSLA |
| 0.92% | 0.91% | $6,232.5万 | 14.8万股 | $5,550.7万 | 14.9万股 | -1,131股-0.76% | 减仓 |
 宣伟SHW |
| 0.89% | 0.94% | $6,051.3万 | 17.6万股 | $5,709.1万 | 17.8万股 | -2,358股-1.32% | 减仓 |
| SSAIASAIA |
| 0.88% | — | $5,930.2万 | 14.1万股 | $0 | 0股 | +14.1万股 | 新买入 |
 第一资本COF |
| 0.83% | 0.85% | $5,602.6万 | 27.9万股 | $5,157.5万 | 28.3万股 | -3,446股-1.22% | 减仓 |
 耐克NKE |
| 0.68% | 0.99% | $4,623.0万 | 112.6万股 | $5,997.1万 | 113.5万股 | -9,199股-0.81% | 减仓 |
 SBA通信SBAC |
| 0.6% | 1.1% | $4,027.0万 | 22.8万股 | $6,666.9万 | 38.7万股 | -15.9万股-41.09% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.53% | 0.95% | $3,615.7万 | 10.2万股 | $5,751.7万 | 20.1万股 | -9.8万股-48.96% | 减仓 |
 ShopifySHOP |
| 0.43% | 0.5% | $2,888.6万 | 25.3万股 | $3,019.3万 | 25.5万股 | -1,550股-0.61% | 减仓 |
| FFEDEX FGHT HLDG CO INCFDXF |
| 0.39% | — | $2,618.3万 | 17.3万股 | $0 | 0股 | +17.3万股 | 新买入 |
