 微软MSFT |
| 7.66% | 8.99% | $5,103.8万 | 13.7万股 | $5,658.9万 | 15.3万股 | -1.6万股-10.50% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 7.03% | 6.83% | $4,686.3万 | 13.3万股 | $4,297.9万 | 15.0万股 | -1.7万股-11.48% | 减仓 |
 亚马逊AMZN |
| 6.72% | 6.49% | $4,475.5万 | 18.8万股 | $4,087.3万 | 19.6万股 | -8,471股-4.32% | 减仓 |
 苹果AAPL |
| 6.01% | 5.15% | $4,002.2万 | 13.8万股 | $3,243.1万 | 12.8万股 | +1.1万股+8.24% | 加仓 |
 VisaV |
| 5.1% | 5.36% | $3,400.3万 | 9.9万股 | $3,371.2万 | 11.2万股 | -1.2万股-11.15% | 减仓 |
 英伟达NVDA |
| 4.59% | 4.25% | $3,057.4万 | 15.3万股 | $2,677.1万 | 15.4万股 | -704股-0.46% | 减仓 |
 穆迪MCO |
| 3.48% | 3.55% | $2,321.7万 | 5.1万股 | $2,234.4万 | 5.1万股 | +41股+0.08% | 加仓 |
 德州仪器TXN |
| 3.26% | 2.36% | $2,174.3万 | 7.3万股 | $1,487.2万 | 7.7万股 | -3,657股-4.77% | 减仓 |
 谷歌AGOOGL |
| 3.17% | 2.83% | $2,110.1万 | 5.9万股 | $1,783.4万 | 6.2万股 | -2,975股-4.80% | 减仓 |
 好市多COST |
| 2.62% | 2.89% | $1,745.8万 | 1.9万股 | $1,821.3万 | 1.8万股 | +384股+2.10% | 加仓 |
 DANAHER DEL COMDHR |
| 2.61% | 2.91% | $1,740.2万 | 9.1万股 | $1,830.9万 | 9.7万股 | -5,212股-5.40% | 减仓 |
 ServiceNowNOW |
| 2.48% | 2.94% | $1,649.7万 | 16.6万股 | $1,849.2万 | 17.7万股 | -1.1万股-6.05% | 减仓 |
 汽车地带AZO |
| 2.35% | 2.78% | $1,562.8万 | 4,890股 | $1,748.0万 | 5,175股 | -285股-5.51% | 减仓 |
 Elevance健康ELV |
| 2.29% | 1.71% | $1,523.5万 | 3.9万股 | $1,074.8万 | 3.7万股 | +2,679股+7.30% | 加仓 |
 爱德华生命科学EW |
| 2.28% | 1.84% | $1,518.6万 | 16.8万股 | $1,161.1万 | 14.5万股 | +2.3万股+15.78% | 加仓 |
 MERCADOLIBRE COMMELI |
| 2.14% | 2.46% | $1,423.9万 | 8,389股 | $1,551.4万 | 8,973股 | -584股-6.51% | 减仓 |
 特灵科技TT |
| 2.09% | 2.01% | $1,394.0万 | 2.8万股 | $1,262.7万 | 3.0万股 | -1,919股-6.33% | 减仓 |
 摩根大通JPM |
| 1.99% | 1.62% | $1,327.8万 | 4.1万股 | $1,021.7万 | 3.5万股 | +5,832股+16.79% | 加仓 |
 COPART COMCPRT |
| 1.98% | 3.12% | $1,321.7万 | 46.9万股 | $1,964.8万 | 59.2万股 | -12.3万股-20.78% | 减仓 |
 FERGUSON ENTERPRISESFERG |
| 1.95% | 2.17% | $1,297.0万 | 5.5万股 | $1,367.5万 | 5.9万股 | -3,975股-6.78% | 减仓 |
 林德LIN |
| 1.92% | 2.07% | $1,280.4万 | 2.5万股 | $1,299.7万 | 2.6万股 | -1,544股-5.89% | 减仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 1.81% | 2.09% | $1,208.6万 | 7.3万股 | $1,315.6万 | 7.6万股 | -3,338股-4.40% | 减仓 |
 博通AVGO |
| 1.77% | 0.09% | $1,182.9万 | 3.1万股 | $58.9万 | 1,902股 | +2.9万股+1,546.42% | 加仓 |
| N纳斯达克NDAQ |
| 1.73% | 2.13% | $1,151.8万 | 14.6万股 | $1,342.8万 | 15.8万股 | -1.2万股-7.62% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 1.68% | 2.43% | $1,120.9万 | 9.1万股 | $1,531.9万 | 9.7万股 | -6,352股-6.52% | 减仓 |
 伊顿ETN |
| 1.62% | 1.36% | $1,078.8万 | 2.5万股 | $853.2万 | 2.4万股 | +1,463股+6.13% | 加仓 |
 台积电TSM |
| 1.6% | — | $1,067.5万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 标普全球SPGI |
| 1.6% | 3.5% | $1,064.4万 | 2.6万股 | $2,199.9万 | 5.2万股 | -2.6万股-49.47% | 减仓 |
| PPNC FINL SVCS COMVXF |
| 1.47% | 1.07% | $979.7万 | 4.0万股 | $676.0万 | 3.2万股 | +7,302股+22.48% | 加仓 |
 阿斯麦ASML |
| 1.2% | — | $802.9万 | 4,036股 | $0 | 0股 | +4,036股 | 新买入 |
 CDWCDW |
| 1.2% | 1.36% | $802.8万 | 5.7万股 | $856.6万 | 7.1万股 | -1.4万股-19.35% | 减仓 |
 LAMAR ADVERTISINGLAMR |
| 1.11% | 1.09% | $740.4万 | 4.7万股 | $685.1万 | 5.4万股 | -6,622股-12.24% | 减仓 |
 艾默生电气EMR |
| 1.01% | 1.01% | $671.5万 | 4.7万股 | $637.4万 | 4.9万股 | -1,738股-3.57% | 减仓 |
 AMERICAN TOWER COMAMT |
| 0.89% | 0.99% | $589.8万 | 3.6万股 | $622.3万 | 3.6万股 | -1股-0.00% | 减仓 |
 BROWN & BROWN COMBRO |
| 0.76% | 1.9% | $507.1万 | 7.9万股 | $1,195.3万 | 18.3万股 | -10.4万股-56.87% | 减仓 |
 万事达MA |
| 0.69% | 1.07% | $462.5万 | 9,005股 | $676.2万 | 1.4万股 | -4,528股-33.46% | 减仓 |
 芝加哥商品交易所CME |
| 0.47% | 0.74% | $314.2万 | 1.4万股 | $467.5万 | 1.6万股 | -1,603股-10.13% | 减仓 |
 泛林集团LRCX |
| 0.47% | — | $312.4万 | 7,209股 | $0 | 0股 | +7,209股 | 新买入 |
 AMD超威AMD |
| 0.31% | — | $208.3万 | 3,585股 | $0 | 0股 | +3,585股 | 新买入 |
 Arista网络ANET |
| 0.28% | — | $184.1万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 Watts水技术WTS |
| 0.19% | 0.18% | $129.3万 | 3,304股 | $115.8万 | 3,988股 | -684股-17.15% | 减仓 |
| SSTEVANATO S P ASTVN |
| 0.18% | 0.16% | $118.8万 | 6.6万股 | $102.0万 | 7.4万股 | -8,403股-11.33% | 减仓 |
| TTETRA TECH NEWTTEK |
| 0.17% | 0.15% | $110.9万 | 3.8万股 | $94.1万 | 3.1万股 | +7,146股+22.88% | 加仓 |
 WASTE MGMT DELWM |
| 0.16% | 0.17% | $107.5万 | 4,825股 | $109.4万 | 4,763股 | +62股+1.30% | 加仓 |
| SSERVICETITAN INC SHS CL ATTAN |
| 0.16% | 0.13% | $105.9万 | 1.5万股 | $81.1万 | 1.3万股 | +2,198股+17.21% | 加仓 |
| GGUIDEWIRE SOFTWAREGWRE |
| 0.16% | 0.16% | $104.9万 | 8,525股 | $102.8万 | 6,874股 | +1,651股+24.02% | 加仓 |
| WWORKIVAWK |
| 0.15% | 0.14% | $97.7万 | 2.0万股 | $90.8万 | 1.5万股 | +4,922股+32.32% | 加仓 |
 迪尔DE |
| 0.15% | 0.13% | $97.2万 | 1,532股 | $79.1万 | 1,405股 | +127股+9.04% | 加仓 |
 XPELXPEL |
| 0.14% | 0.12% | $92.5万 | 1.9万股 | $72.8万 | 1.6万股 | +2,210股+13.44% | 加仓 |
| AAPI COM STKAPG |
| 0.14% | 0.13% | $91.1万 | 2.2万股 | $78.9万 | 1.9万股 | +2,027股+10.41% | 加仓 |
