 安费诺APH |
| 8.53% | 5.15% | $3.18亿 | 180.4万股 | $2.02亿 | 159.5万股 | +20.9万股+13.10% | 加仓 |
 台积电TSM |
| 8.48% | 6.24% | $3.16亿 | 66.3万股 | $2.45亿 | 72.3万股 | -6.1万股-8.38% | 减仓 |
 万事达MA |
| 7.12% | 7.33% | $2.65亿 | 51.7万股 | $2.87亿 | 57.4万股 | -5.7万股-10.00% | 减仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 6.78% | 7.44% | $2.53亿 | 151.7万股 | $2.91亿 | 168.1万股 | -16.3万股-9.71% | 减仓 |
 亚马逊AMZN |
| 6.7% | 6.09% | $2.50亿 | 104.8万股 | $2.38亿 | 114.5万股 | -9.7万股-8.48% | 减仓 |
 艺康ECL |
| 5.87% | 6.67% | $2.19亿 | 78.2万股 | $2.61亿 | 97.9万股 | -19.8万股-20.18% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 5.37% | 5.34% | $2.00亿 | 53.4万股 | $2.09亿 | 75.2万股 | -21.9万股-29.08% | 减仓 |
| T赛默飞世尔TMO |
| 5.34% | 5.5% | $1.99亿 | 39.7万股 | $2.16亿 | 43.8万股 | -4.1万股-9.31% | 减仓 |
 AMETEK COMAME |
| 5.07% | 4.68% | $1.89亿 | 78.1万股 | $1.83亿 | 85.5万股 | -7.4万股-8.67% | 减仓 |
 赛莱默XYL |
| 5.04% | 1.31% | $1.88亿 | 159.0万股 | $5,136.2万 | 43.0万股 | +116.0万股+269.93% | 加仓 |
 微软MSFT |
| 4.77% | 6.11% | $1.78亿 | 47.7万股 | $2.39亿 | 64.7万股 | -17.0万股-26.23% | 减仓 |
 谷歌AGOOGL |
| 3.85% | 3.23% | $1.44亿 | 40.2万股 | $1.26亿 | 44.0万股 | -3.7万股-8.53% | 减仓 |
 ADPADP |
| 3.63% | 3.51% | $1.35亿 | 60.4万股 | $1.38亿 | 67.7万股 | -7.3万股-10.78% | 减仓 |
 直觉外科ISRG |
| 3.35% | 6.4% | $1.25亿 | 31.4万股 | $2.51亿 | 54.4万股 | -23.0万股-42.30% | 减仓 |
 TRACTOR SUPPLY COMTSCO |
| 3.26% | 4.89% | $1.21亿 | 384.2万股 | $1.91亿 | 422.5万股 | -38.2万股-9.05% | 减仓 |
 艾利丹尼森AVY |
| 2.93% | 3.3% | $1.09亿 | 67.2万股 | $1.29亿 | 74.9万股 | -7.7万股-10.30% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.34% | 2.03% | $8,732.3万 | 24.7万股 | $7,947.0万 | 27.7万股 | -3.0万股-10.82% | 减仓 |
 哈勃HUBB |
| 2.03% | — | $7,563.9万 | 14.5万股 | $0 | 0股 | +14.5万股 | 新买入 |
 VERISK ANALYTICS COMVRSK |
| 1.86% | 2.05% | $6,916.3万 | 38.5万股 | $8,033.4万 | 42.3万股 | -3.8万股-8.98% | 减仓 |
 HEICOHEI |
| 1.78% | — | $6,640.7万 | 25.8万股 | $0 | 0股 | +25.8万股 | 新买入 |
 BOSTON SCIENTIFIC COMBSX |
| 1.63% | 2.5% | $6,092.5万 | 142.8万股 | $9,774.5万 | 155.8万股 | -13.0万股-8.37% | 减仓 |
 埃森哲ACN |
| 1.38% | 2.3% | $5,136.2万 | 41.3万股 | $8,992.4万 | 45.4万股 | -4.1万股-9.03% | 减仓 |
| FFABRINETFN |
| 1.27% | — | $4,724.1万 | 8.4万股 | $0 | 0股 | +8.4万股 | 新买入 |
 FRANCO NEVFNV |
| 1.09% | — | $4,065.4万 | 19.5万股 | $0 | 0股 | +19.5万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.21% | 0.19% | $773.9万 | 1.5万股 | $741.5万 | 1.5万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.06% | 0.05% | $206.6万 | 7,144股 | $201.6万 | 7,944股 | -800股-10.07% | 减仓 |
 好市多COST |
| 0.05% | 0.05% | $182.6万 | 1,952股 | $194.5万 | 1,952股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.05% | 0.03% | $175.7万 | 4,230股 | $126.6万 | 4,680股 | -450股-9.62% | 减仓 |
 新思科技SNPS |
| 0.02% | 0.03% | $80.7万 | 1,810股 | $113.4万 | 2,860股 | -1,050股-36.71% | 减仓 |
 强生JNJ |
| 0.02% | 0.02% | $63.5万 | 2,500股 | $61.1万 | 2,500股 | 00.00% | 持仓不变 |
 BroadridgeBR |
| 0.01% | 4.33% | $43.6万 | 3,184股 | $1.70亿 | 104.5万股 | -104.2万股-99.70% | 减仓 |
 美国运通AXP |
| 0.01% | 0.01% | $33.8万 | 1,000股 | $30.3万 | 1,000股 | 00.00% | 持仓不变 |
 惠顿贵金属WPM |
| 0.01% | 0.01% | $33.7万 | 3,000股 | $39.3万 | 3,000股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| 0.01% | <0.01% | $32.7万 | 960股 | $15.4万 | 960股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.01% | 0.01% | $28.3万 | 1,047股 | $41.2万 | 1,327股 | -280股-21.10% | 减仓 |
| WWEC ENERGY COMIDU |
| 0.01% | 0.01% | $27.8万 | 2,380股 | $27.5万 | 2,380股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.01% | 0.01% | $27.6万 | 1,100股 | $23.9万 | 1,100股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.01% | <0.01% | $26.1万 | 450股 | $9.2万 | 450股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.01% | 0.01% | $25.9万 | 1,900股 | $32.2万 | 1,900股 | 00.00% | 持仓不变 |
 QUANTA SVCSPWR |
| 0.01% | 0.01% | $22.8万 | 317股 | $22.9万 | 417股 | -100股-23.98% | 减仓 |
 Meta平台META |
| 0.01% | 0.01% | $21.8万 | 388股 | $22.2万 | 388股 | 00.00% | 持仓不变 |
 迪尔DE |
| 0.01% | <0.01% | $20.6万 | 325股 | $18.3万 | 325股 | 00.00% | 持仓不变 |
 DOLLAR GEN NEWDG |
| <0.01% | <0.01% | $17.9万 | 1,550股 | $18.4万 | 1,550股 | 00.00% | 持仓不变 |
 可口可乐KO |
| <0.01% | <0.01% | $17.6万 | 2,162股 | $16.4万 | 2,162股 | 00.00% | 持仓不变 |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| <0.01% | <0.01% | $14.3万 | 850股 | $14.6万 | 850股 | 00.00% | 持仓不变 |
 明晟MSCI |
| <0.01% | <0.01% | $13.7万 | 245股 | $13.2万 | 245股 | 00.00% | 持仓不变 |
 史赛克SYK |
| <0.01% | <0.01% | $11.0万 | 350股 | $11.5万 | 350股 | 00.00% | 持仓不变 |
 IDEXX LABS COMIDXX |
| <0.01% | <0.01% | $10.8万 | 206股 | $11.6万 | 206股 | 00.00% | 持仓不变 |
 林德LIN |
| <0.01% | <0.01% | $10.2万 | 197股 | $9.8万 | 197股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| <0.01% | <0.01% | $9.2万 | 280股 | $8.2万 | 280股 | 00.00% | 持仓不变 |
