 微软MSFT |
| 8.17% | 7.62% | $4,879.6万 | 19.0万股 | $5,921.5万 | 19.2万股 | -2,072股-1.08% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 7.51% | 7.58% | $4,481.0万 | 2.0万股 | $5,890.4万 | 2.1万股 | -605股-2.87% | 减仓 |
 联合健康UNH |
| 5.46% | 4.92% | $3,256.7万 | 6.3万股 | $3,819.2万 | 7.5万股 | -1.1万股-15.34% | 减仓 |
 强生JNJ |
| 4.88% | 3.8% | $2,913.5万 | 16.4万股 | $2,952.0万 | 16.7万股 | -2,431股-1.46% | 减仓 |
 VisaV |
| 4.78% | 4.27% | $2,852.1万 | 14.5万股 | $3,314.0万 | 14.9万股 | -4,577股-3.06% | 减仓 |
 Elevance健康ELV |
| 4.48% | 4.21% | $2,674.7万 | 5.5万股 | $3,271.9万 | 6.7万股 | -1.1万股-16.79% | 减仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 3.74% | 3.23% | $2,233.1万 | 14.4万股 | $2,512.1万 | 14.7万股 | -3,569股-2.42% | 减仓 |
| PPIONEER NAT RES COPXD |
| 3.7% | 3.37% | $2,210.0万 | 9.9万股 | $2,613.8万 | 10.5万股 | -5,472股-5.23% | 减仓 |
| T赛默飞世尔TMO |
| 3.61% | 3.04% | $2,154.4万 | 4.0万股 | $2,363.7万 | 4.0万股 | -364股-0.91% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 3.41% | 3.7% | $2,037.7万 | 21.7万股 | $2,877.0万 | 21.8万股 | -1,070股-0.49% | 减仓 |
 ANALOG DEVICES COMADI |
| 3.24% | 6.08% | $1,934.8万 | 13.2万股 | $4,726.0万 | 28.6万股 | -15.4万股-53.71% | 减仓 |
 YUM BRANDS COMYUM |
| 3.21% | 2.34% | $1,917.9万 | 16.9万股 | $1,816.7万 | 15.3万股 | +1.6万股+10.24% | 加仓 |
 万事达MA |
| 2.82% | 2.08% | $1,684.6万 | 5.3万股 | $1,617.6万 | 4.5万股 | +8,135股+17.97% | 加仓 |
 AON SHS CL AAON |
| 2.82% | 2.69% | $1,682.8万 | 6.2万股 | $2,089.1万 | 6.4万股 | -1,756股-2.74% | 减仓 |
 埃森哲ACN |
| 2.8% | 2.62% | $1,670.2万 | 6.0万股 | $2,032.8万 | 6.0万股 | -126股-0.21% | 减仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 2.61% | 2.73% | $1,559.3万 | 22.4万股 | $2,116.5万 | 25.6万股 | -3.2万股-12.68% | 减仓 |
 嘉信理财SCHW |
| 2.56% | 2.56% | $1,529.9万 | 24.2万股 | $1,992.0万 | 23.6万股 | +5,881股+2.49% | 加仓 |
 台积电TSM |
| 2.41% | 2.43% | $1,436.6万 | 17.6万股 | $1,890.1万 | 18.1万股 | -5,554股-3.06% | 减仓 |
 摩根士丹利MS |
| 2.4% | 2.18% | $1,435.3万 | 18.9万股 | $1,695.4万 | 19.4万股 | -5,280股-2.72% | 减仓 |
 标普全球SPGI |
| 2.37% | 2.02% | $1,413.0万 | 4.2万股 | $1,571.2万 | 3.8万股 | +3,617股+9.44% | 加仓 |
 穆迪MCO |
| 2.27% | 2.15% | $1,352.8万 | 5.0万股 | $1,670.8万 | 5.0万股 | +223股+0.45% | 加仓 |
| WWYNDHAM HOTELS & RESORTSWH |
| 2.25% | 1.52% | $1,345.2万 | 20.5万股 | $1,181.3万 | 13.9万股 | +6.5万股+46.74% | 加仓 |
 IQVIAIQV |
| 2.24% | 1.79% | $1,338.7万 | 6.2万股 | $1,389.6万 | 6.0万股 | +1,590股+2.65% | 加仓 |
 AMERICAN TOWER COMAMT |
| 2.22% | 1.63% | $1,327.4万 | 5.2万股 | $1,263.7万 | 5.0万股 | +1,635股+3.25% | 加仓 |
 ADOBE COMADBE |
| 2.1% | 1.48% | $1,251.6万 | 3.4万股 | $1,147.2万 | 2.5万股 | +9,013股+35.80% | 加仓 |
 TJXTJX |
| 2.09% | 2.06% | $1,249.7万 | 22.4万股 | $1,602.5万 | 26.5万股 | -4.1万股-15.41% | 减仓 |
 REVVITYRVTY |
| 1.92% | 1.87% | $1,147.7万 | 8.1万股 | $1,452.4万 | 8.3万股 | -2,551股-3.06% | 减仓 |
 联合太平洋铁路UNP |
| 1.71% | 1.44% | $1,022.7万 | 4.8万股 | $1,117.2万 | 4.1万股 | +7,058股+17.26% | 加仓 |
 宣伟SHW |
| 1.55% | 1.36% | $926.0万 | 4.1万股 | $1,055.6万 | 4.2万股 | -931股-2.20% | 减仓 |
 美敦力MDT |
| 1.19% | 1.14% | $707.9万 | 7.9万股 | $884.2万 | 8.0万股 | -821股-1.03% | 减仓 |
| CCBRE CL ACBRE |
| 1.13% | 1.27% | $675.1万 | 6.9万股 | $986.9万 | 9.0万股 | -2.1万股-23.29% | 减仓 |
 耐克NKE |
| 0.95% | 0.84% | $564.7万 | 5.5万股 | $655.0万 | 4.9万股 | +6,576股+13.51% | 加仓 |
 应用材料AMAT |
| 0.73% | 0.63% | $438.5万 | 4.8万股 | $489.8万 | 3.7万股 | +1.1万股+29.68% | 加仓 |
| TTOPBUILD CORBLD |
| 0.65% | 0.56% | $387.7万 | 2.3万股 | $433.9万 | 2.4万股 | -732股-3.06% | 减仓 |
