 苹果AAPL |
| 7.47% | 6.54% | $6.62亿 | 228.9万股 | $5.32亿 | 209.8万股 | +19.1万股+9.11% | 加仓 |
 谷歌AGOOGL |
| 6.24% | 5.56% | $5.53亿 | 154.8万股 | $4.53亿 | 157.4万股 | -2.6万股-1.67% | 减仓 |
 英伟达NVDA |
| 4.5% | 4.16% | $3.98亿 | 199.1万股 | $3.39亿 | 194.1万股 | +5.0万股+2.59% | 加仓 |
 好市多COST |
| 4.49% | 5.23% | $3.98亿 | 42.5万股 | $4.25亿 | 42.7万股 | -1,601股-0.38% | 减仓 |
 微软MSFT |
| 4.14% | 4.43% | $3.67亿 | 98.3万股 | $3.61亿 | 97.4万股 | +9,005股+0.92% | 加仓 |
 VisaV |
| 4.05% | 4% | $3.59亿 | 104.6万股 | $3.25亿 | 107.6万股 | -3.0万股-2.81% | 减仓 |
 亚马逊AMZN |
| 3% | 2.88% | $2.66亿 | 111.6万股 | $2.35亿 | 112.7万股 | -1.0万股-0.92% | 减仓 |
 博通AVGO |
| 2.95% | 2.19% | $2.61亿 | 69.2万股 | $1.78亿 | 57.6万股 | +11.6万股+20.11% | 加仓 |
 伊顿ETN |
| 2.55% | 2.25% | $2.26亿 | 53.1万股 | $1.83亿 | 51.3万股 | +1.8万股+3.50% | 加仓 |
 艺康ECL |
| 2.27% | 2.36% | $2.02亿 | 72.3万股 | $1.92亿 | 72.3万股 | +380股+0.05% | 加仓 |
 摩根大通JPM |
| 2.12% | 2.1% | $1.88亿 | 57.3万股 | $1.71亿 | 58.1万股 | -7,759股-1.34% | 减仓 |
 TJXTJX |
| 2% | 2.3% | $1.77亿 | 116.9万股 | $1.87亿 | 117.2万股 | -2,195股-0.19% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2% | 1.79% | $1.77亿 | 50.1万股 | $1.46亿 | 50.9万股 | -7,665股-1.51% | 减仓 |
 安费诺APH |
| 1.61% | 1.27% | $1.43亿 | 81.1万股 | $1.03亿 | 81.8万股 | -7,331股-0.90% | 减仓 |
 梅特勒托利多MTD |
| 1.61% | 1.67% | $1.43亿 | 11.2万股 | $1.36亿 | 10.7万股 | +4,136股+3.85% | 加仓 |
 礼来LLY |
| 1.59% | 0.97% | $1.41亿 | 11.8万股 | $7,905.3万 | 8.6万股 | +3.2万股+36.74% | 加仓 |
 IDEXX LABS COMIDXX |
| 1.55% | 1.82% | $1.38亿 | 26.1万股 | $1.48亿 | 26.4万股 | -2,210股-0.84% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.39% | 1.53% | $1.23亿 | 24.6万股 | $1.24亿 | 25.9万股 | -1.4万股-5.26% | 减仓 |
 泛林集团LRCX |
| 1.34% | 0.72% | $1.19亿 | 27.4万股 | $5,855.8万 | 27.4万股 | +209股+0.08% | 加仓 |
 多佛DOV |
| 1.33% | 1.35% | $1.18亿 | 52.6万股 | $1.10亿 | 52.6万股 | -325股-0.06% | 减仓 |
 ADPADP |
| 1.33% | 1.35% | $1.18亿 | 52.5万股 | $1.10亿 | 54.0万股 | -1.4万股-2.65% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 1.32% | 1.44% | $1.17亿 | 127.3万股 | $1.17亿 | 127.1万股 | +1,575股+0.12% | 加仓 |
 宣伟SHW |
| 1.21% | 1.23% | $1.07亿 | 31.0万股 | $1.00亿 | 31.3万股 | -2,451股-0.78% | 减仓 |
 QUANTA SVCSPWR |
| 1.18% | 1% | $1.04亿 | 14.5万股 | $8,141.4万 | 14.8万股 | -3,515股-2.37% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 1.1% | 1.13% | $9,726.6万 | 185.6万股 | $9,199.9万 | 175.0万股 | +10.6万股+6.03% | 加仓 |
 CienaCIEN |
| 1.08% | 1.02% | $9,603.3万 | 19.6万股 | $8,335.0万 | 21.5万股 | -1.9万股-8.82% | 减仓 |
 强生JNJ |
| 1.07% | 1.14% | $9,494.1万 | 37.4万股 | $9,291.9万 | 38.0万股 | -6,301股-1.66% | 减仓 |
 VertivVRT |
| 0.95% | 0.84% | $8,423.7万 | 25.2万股 | $6,864.6万 | 27.4万股 | -2.2万股-8.16% | 减仓 |
 DANAHER DEL COMDHR |
| 0.93% | 1.08% | $8,274.9万 | 43.4万股 | $8,824.7万 | 46.5万股 | -3.1万股-6.66% | 减仓 |
 优步UBER |
| 0.83% | 1.02% | $7,396.8万 | 102.5万股 | $8,302.1万 | 115.4万股 | -12.9万股-11.19% | 减仓 |
 APTARGROUPATR |
| 0.81% | 0.91% | $7,147.5万 | 57.1万股 | $7,401.6万 | 58.7万股 | -1.6万股-2.80% | 减仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 0.8% | 0.86% | $7,060.2万 | 59.7万股 | $7,028.8万 | 63.1万股 | -3.4万股-5.40% | 减仓 |
 SterisSTE |
| 0.79% | 1.03% | $7,011.5万 | 33.3万股 | $8,375.9万 | 37.9万股 | -4.6万股-12.09% | 减仓 |
 CINTAS COMCTAS |
| 0.73% | 0.78% | $6,438.6万 | 37.9万股 | $6,384.2万 | 37.7万股 | +1,109股+0.29% | 加仓 |
 高盛GS |
| 0.7% | 0.67% | $6,185.7万 | 6.1万股 | $5,424.3万 | 6.4万股 | -2,956股-4.61% | 减仓 |
| IIBMIBM |
| 0.7% | 0.66% | $6,183.2万 | 22.0万股 | $5,394.7万 | 22.3万股 | -2,684股-1.21% | 减仓 |
 直觉外科ISRG |
| 0.65% | 1.21% | $5,777.3万 | 14.5万股 | $9,880.3万 | 21.4万股 | -6.9万股-32.22% | 减仓 |
 Meta平台META |
| 0.64% | 0.7% | $5,665.9万 | 10.1万股 | $5,710.4万 | 10.0万股 | +776股+0.78% | 加仓 |
 家得宝HD |
| 0.63% | 0.74% | $5,579.6万 | 15.8万股 | $6,034.7万 | 18.3万股 | -2.5万股-13.78% | 减仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.61% | 0.7% | $5,385.2万 | 146.5万股 | $5,672.1万 | 149.9万股 | -3.4万股-2.27% | 减仓 |
 黑石集团BX |
| 0.6% | 0.68% | $5,351.6万 | 45.5万股 | $5,551.3万 | 48.3万股 | -2.8万股-5.79% | 减仓 |
 ALCON ORD SHSALC |
| 0.6% | 0.75% | $5,298.3万 | 79.0万股 | $6,132.7万 | 81.4万股 | -2.4万股-2.98% | 减仓 |
 罗克韦尔自动化ROK |
| 0.54% | 0.23% | $4,766.9万 | 9.6万股 | $1,865.3万 | 5.2万股 | +4.4万股+85.25% | 加仓 |
| IiShares黄金信托IAU |
| 0.52% | 0.71% | $4,573.7万 | 60.6万股 | $5,786.4万 | 65.6万股 | -5.1万股-7.72% | 减仓 |
 美国运通AXP |
| 0.47% | 0.46% | $4,209.2万 | 12.4万股 | $3,765.9万 | 12.5万股 | -61股-0.05% | 减仓 |
 SYSCO COMSYY |
| 0.46% | 0.43% | $4,098.1万 | 49.0万股 | $3,534.5万 | 49.6万股 | -5,188股-1.05% | 减仓 |
 埃克森美孚XOM |
| 0.46% | 0.65% | $4,049.2万 | 29.6万股 | $5,300.7万 | 31.2万股 | -1.6万股-5.21% | 减仓 |
 AMGEN COMAMGN |
| 0.45% | 0.48% | $3,994.1万 | 11.0万股 | $3,906.8万 | 11.1万股 | -739股-0.67% | 减仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 0.44% | 0.31% | $3,879.9万 | 24.5万股 | $2,549.2万 | 20.0万股 | +4.6万股+22.85% | 加仓 |
 百事可乐PEP |
| 0.41% | 0.51% | $3,622.2万 | 26.8万股 | $4,183.9万 | 26.9万股 | -1,904股-0.71% | 减仓 |
