 KENVUE COMKVUE |
| 14.49% | 14.94% | $1,292.1万 | 67.6万股 | $1,252.9万 | 72.7万股 | -5.1万股-6.96% | 减仓 |
 VisaV |
| 10.62% | 10.68% | $946.9万 | 2.8万股 | $895.8万 | 3.0万股 | -2,040股-6.88% | 减仓 |
 联合包裹UPSUPS |
| 10.04% | 10.49% | $894.6万 | 8.3万股 | $879.7万 | 8.9万股 | -6,200股-6.93% | 减仓 |
 BRIGHT HORIZONS FAM SOL IN DBFAM |
| 9.96% | 13.17% | $887.7万 | 12.5万股 | $1,104.9万 | 13.5万股 | -9,300股-6.91% | 减仓 |
 万事达MA |
| 9.57% | 7.17% | $852.7万 | 1.7万股 | $601.7万 | 1.2万股 | +4,560股+37.87% | 加仓 |
 耐克NKE |
| 9.12% | 9.4% | $812.8万 | 19.8万股 | $788.1万 | 14.9万股 | +4.9万股+32.71% | 加仓 |
| SSOLVENTUM COM SHSSOLV |
| 8.58% | 8.3% | $765.3万 | 9.9万股 | $696.0万 | 10.7万股 | -7,400股-6.94% | 减仓 |
| TTOAST CL ATOST |
| 8.06% | 4.34% | $718.3万 | 25.8万股 | $364.0万 | 13.7万股 | +12.1万股+88.06% | 加仓 |
 BOOKING COMBKNG |
| 7.69% | 7.08% | $685.7万 | 3.8万股 | $593.7万 | 3.5万股 | +3,220股+9.13% | 加仓 |
| MMIDDLEBYMIDD |
| 5.06% | 4.46% | $450.7万 | 2.6万股 | $373.9万 | 2.8万股 | -2,000股-7.09% | 减仓 |
 微软MSFT |
| 2.01% | 2.28% | $179.0万 | 4,800股 | $191.0万 | 5,160股 | -360股-6.98% | 减仓 |
 PAYPAL COMPYPL |
| 1.87% | 4.58% | $167.0万 | 3.9万股 | $384.3万 | 8.5万股 | -4.6万股-54.49% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.14% | 1.16% | $102.0万 | 2,038股 | $97.7万 | 2,038股 | 00.00% | 持仓不变 |
 艺康ECL |
| 1.07% | 1.16% | $95.6万 | 3,413股 | $97.5万 | 3,653股 | -240股-6.57% | 减仓 |
 强生JNJ |
| 0.47% | 0.48% | $41.7万 | 1,641股 | $40.1万 | 1,641股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.25% | 0.32% | $22.3万 | 630股 | $26.7万 | 930股 | -300股-32.26% | 减仓 |
