 万豪MAR |
| 7.4% | 8.9% | $3.34亿 | 90.2万股 | $3.92亿 | 119.9万股 | -29.7万股-24.78% | 减仓 |
 史赛克SYK |
| 7.32% | 8.85% | $3.31亿 | 105.1万股 | $3.90亿 | 118.6万股 | -13.5万股-11.41% | 减仓 |
 沃特世WAT |
| 6.95% | 7.41% | $3.14亿 | 83.8万股 | $3.27亿 | 109.7万股 | -25.9万股-23.62% | 减仓 |
 CHURCH & DWIGHTCHD |
| 5.44% | 5.5% | $2.46亿 | 253.7万股 | $2.42亿 | 259.7万股 | -6.0万股-2.31% | 减仓 |
 VisaV |
| 5.17% | 7.04% | $2.33亿 | 68.0万股 | $3.10亿 | 102.5万股 | -34.5万股-33.64% | 减仓 |
 德州仪器TXN |
| 5.01% | 3.82% | $2.26亿 | 75.9万股 | $1.68亿 | 86.7万股 | -10.8万股-12.44% | 减仓 |
 优步UBER |
| 4.72% | — | $2.13亿 | 295.6万股 | $0 | 0股 | +295.6万股 | 新买入 |
 万事达MA |
| 4.47% | — | $2.02亿 | 39.3万股 | $0 | 0股 | +39.3万股 | 新买入 |
 谷歌AGOOGL |
| 4.42% | 7.4% | $2.00亿 | 55.9万股 | $3.26亿 | 113.4万股 | -57.5万股-50.73% | 减仓 |
 台积电TSM |
| 4.35% | 0.02% | $1.97亿 | 41.1万股 | $96.4万 | 2,853股 | +40.9万股+14,322.57% | 加仓 |
 Meta平台META |
| 4.25% | 6.09% | $1.92亿 | 34.1万股 | $2.68亿 | 46.9万股 | -12.8万股-27.36% | 减仓 |
 微软MSFT |
| 4.17% | 5.58% | $1.89亿 | 50.5万股 | $2.46亿 | 66.4万股 | -15.9万股-23.89% | 减仓 |
 ADPADP |
| 4.08% | 6.12% | $1.84亿 | 82.4万股 | $2.70亿 | 132.7万股 | -50.4万股-37.94% | 减仓 |
 飞塔FTNT |
| 3.83% | 3.08% | $1.73亿 | 112.6万股 | $1.36亿 | 166.0万股 | -53.4万股-32.15% | 减仓 |
 IDEXX LABS COMIDXX |
| 3.81% | 6.14% | $1.72亿 | 32.7万股 | $2.71亿 | 48.2万股 | -15.5万股-32.09% | 减仓 |
 PHILIP MORRIS INTLPM |
| 3.78% | 6.3% | $1.71亿 | 94.4万股 | $2.77亿 | 167.8万股 | -73.3万股-43.71% | 减仓 |
 宝洁PG |
| 3.52% | 5.77% | $1.59亿 | 108.6万股 | $2.54亿 | 176.1万股 | -67.5万股-38.32% | 减仓 |
 NETFLIXNFLX |
| 3.46% | — | $1.56亿 | 218.7万股 | $0 | 0股 | +218.7万股 | 新买入 |
 GE VernovaGEV |
| 3.34% | — | $1.51亿 | 12.9万股 | $0 | 0股 | +12.9万股 | 新买入 |
| AAPPLOVINAPP |
| 2.67% | — | $1.21亿 | 23.4万股 | $0 | 0股 | +23.4万股 | 新买入 |
 TJXTJX |
| 2.42% | 0.01% | $1.09亿 | 72.2万股 | $51.3万 | 3,213股 | +71.8万股+22,357.21% | 加仓 |
| NNextPowerNXT |
| 2.38% | — | $1.08亿 | 90.4万股 | $0 | 0股 | +90.4万股 | 新买入 |
 VeevaVEEV |
| 1.02% | — | $4,597.7万 | 25.9万股 | $0 | 0股 | +25.9万股 | 新买入 |
| BBADGER METERBMI |
| 0.82% | 0.46% | $3,727.2万 | 25.1万股 | $2,020.6万 | 13.3万股 | +11.9万股+89.39% | 加仓 |
 YUM BRANDS COMYUM |
| 0.63% | — | $2,845.7万 | 17.8万股 | $0 | 0股 | +17.8万股 | 新买入 |
 WASTE MGMT DELWM |
| 0.57% | 0.37% | $2,562.8万 | 11.5万股 | $1,619.4万 | 7.0万股 | +4.5万股+63.16% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.01% | — | $49.8万 | 5,410股 | $0 | 0股 | +5,410股 | 新买入 |
