 埃克森美孚XOM |
| 4.92% | 4.39% | $214.0万 | 1.8万股 | $195.2万 | 1.8万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 4.86% | 5.13% | $211.6万 | 6,700股 | $228.2万 | 6,700股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 4.05% | 3.78% | $176.5万 | 3,500股 | $168.2万 | 3,500股 | 00.00% | 持仓不变 |
 EOG资源EOG |
| 3.7% | 3.27% | $161.0万 | 1.3万股 | $145.3万 | 1.3万股 | 00.00% | 持仓不变 |
 TJXTJX |
| 3.37% | 3.15% | $146.7万 | 1.7万股 | $139.9万 | 1.7万股 | 00.00% | 持仓不变 |
| FFASTENAL COMFAST |
| 2.94% | 3.1% | $127.9万 | 2.3万股 | $138.0万 | 2.3万股 | 00.00% | 持仓不变 |
 BOOKING COMBKNG |
| 2.83% | 2.43% | $123.4万 | 400股 | $108.0万 | 400股 | 00.00% | 持仓不变 |
 安费诺APH |
| 2.78% | 2.75% | $120.9万 | 1.4万股 | $122.3万 | 1.4万股 | 00.00% | 持仓不变 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 2.75% | 3.17% | $119.8万 | 3,000股 | $141.2万 | 3,000股 | 00.00% | 持仓不变 |
 林德LIN |
| 2.65% | 2.66% | $115.4万 | 3,100股 | $118.1万 | 3,100股 | 00.00% | 持仓不变 |
 斯伦贝谢SLB |
| 2.57% | 2.12% | $111.9万 | 1.9万股 | $94.3万 | 1.9万股 | 00.00% | 持仓不变 |
 HUNT J B TRANS SVCSJBHT |
| 2.47% | 2.32% | $107.5万 | 5,700股 | $103.2万 | 5,700股 | 00.00% | 持仓不变 |
 艺康ECL |
| 2.45% | 2.64% | $106.7万 | 6,300股 | $117.6万 | 6,300股 | 00.00% | 持仓不变 |
 Dollar TreeDLTR |
| 2.45% | 3.23% | $106.5万 | 1.0万股 | $143.5万 | 1.0万股 | 00.00% | 持仓不变 |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 2.41% | 2.27% | $105.0万 | 1.6万股 | $101.2万 | 1.6万股 | 00.00% | 持仓不变 |
 史赛克SYK |
| 2.39% | 2.61% | $103.8万 | 3,800股 | $115.9万 | 3,800股 | 00.00% | 持仓不变 |
| FFLEETCOR TECHNOLOGIES INCORPORATEDFLT1EUR |
| 2.35% | 2.26% | $102.1万 | 4,000股 | $100.4万 | 4,000股 | 00.00% | 持仓不变 |
 ANALOG DEVICES COMADI |
| 2.33% | 2.54% | $101.6万 | 5,800股 | $113.0万 | 5,800股 | 00.00% | 持仓不变 |
 星座品牌STZ |
| 2.31% | 2.21% | $100.5万 | 4,000股 | $98.5万 | 4,000股 | 00.00% | 持仓不变 |
| GGILEAD SCIENCES COMGILD |
| 2.2% | 2.22% | $95.9万 | 1.3万股 | $98.6万 | 1.3万股 | 00.00% | 持仓不变 |
 L3哈里斯LHX |
| 2.2% | 1.85% | $95.8万 | 5,500股 | $82.2万 | 4,200股 | +1,300股+30.95% | 加仓 |
 美敦力MDT |
| 2.16% | 2.38% | $94.0万 | 1.2万股 | $105.7万 | 1.2万股 | 00.00% | 持仓不变 |
 耐克NKE |
| 2.15% | 2.43% | $93.7万 | 9,800股 | $108.2万 | 9,800股 | 00.00% | 持仓不变 |
 联邦快递FDX |
| 2.13% | 1.95% | $92.7万 | 3,500股 | $86.8万 | 3,500股 | 00.00% | 持仓不变 |
 SCHEIN HENRYHSIC |
| 2.08% | 1.64% | $90.6万 | 1.2万股 | $73.0万 | 9,000股 | +3,200股+35.56% | 加仓 |
 LAUDER ESTEE COS CL AEL |
| 1.99% | 0.79% | $86.7万 | 6,000股 | $35.3万 | 1,800股 | +4,200股+233.33% | 加仓 |
 雅保ALB |
| 1.99% | 2.56% | $86.7万 | 5,100股 | $113.8万 | 5,100股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 1.98% | 1.6% | $86.0万 | 3,200股 | $71.0万 | 3,200股 | 00.00% | 持仓不变 |
 艺电EA |
| 1.96% | 2.07% | $85.5万 | 7,100股 | $92.1万 | 7,100股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 1.92% | 2.55% | $83.5万 | 1.2万股 | $113.6万 | 1.2万股 | 00.00% | 持仓不变 |
 AGILENT TECHNOLOGIES COMA |
| 1.9% | 2% | $82.7万 | 7,400股 | $89.0万 | 7,400股 | 00.00% | 持仓不变 |
 百时美施贵宝BMY |
| 1.87% | 2.01% | $81.3万 | 1.4万股 | $89.5万 | 1.4万股 | 00.00% | 持仓不变 |
 COPART COMCPRT |
| 1.86% | 1.93% | $81.0万 | 1.9万股 | $85.7万 | 9,400股 | +9,400股+100.00% | 加仓 |
 雅培ABT |
| 1.85% | 2.03% | $80.4万 | 8,300股 | $90.5万 | 8,300股 | 00.00% | 持仓不变 |
 渤健BIIB |
| 1.83% | 1.99% | $79.7万 | 3,100股 | $88.3万 | 3,100股 | 00.00% | 持仓不变 |
| HHASBROHAS |
| 1.82% | 1.75% | $79.4万 | 1.2万股 | $77.7万 | 1.2万股 | 00.00% | 持仓不变 |
 PAYCHEX COMPAYX |
| 1.8% | 1.71% | $78.4万 | 6,800股 | $76.1万 | 6,800股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 1.63% | 1.5% | $71.1万 | 2.0万股 | $66.9万 | 2.0万股 | 00.00% | 持仓不变 |
 PAYPAL COMPYPL |
| 1.54% | 1.73% | $67.2万 | 1.2万股 | $76.7万 | 1.2万股 | 00.00% | 持仓不变 |
 LITTELFUSELFUS |
| 1.53% | 1.77% | $66.8万 | 2,700股 | $78.7万 | 2,700股 | 00.00% | 持仓不变 |
| IIPG PHOTONICSIPGP |
| 1.38% | 1.8% | $59.9万 | 5,900股 | $80.1万 | 5,900股 | 00.00% | 持仓不变 |
 HORMEL FOODSHRL |
| 0.96% | 0.99% | $41.8万 | 1.1万股 | $44.2万 | 1.1万股 | 00.00% | 持仓不变 |
 MAXIMUSMMS |
| 0.65% | 0.72% | $28.4万 | 3,800股 | $32.1万 | 3,800股 | 00.00% | 持仓不变 |
