 台积电TSM |
| 10.4% | 9.03% | $5,038.3万 | 10.5万股 | $4,371.5万 | 12.9万股 | -2.4万股-18.44% | 减仓 |
 谷歌AGOOGL |
| 9.39% | 9.25% | $4,547.1万 | 12.7万股 | $4,477.3万 | 15.6万股 | -2.8万股-18.28% | 减仓 |
 Meta平台META |
| 8.89% | 7.77% | $4,307.5万 | 7.6万股 | $3,764.9万 | 6.6万股 | +1.1万股+16.21% | 加仓 |
 苹果AAPL |
| 7.81% | 7.08% | $3,781.4万 | 13.1万股 | $3,429.4万 | 13.5万股 | -4,446股-3.29% | 减仓 |
 微软MSFT |
| 6.89% | 5.65% | $3,339.2万 | 9.0万股 | $2,736.3万 | 7.4万股 | +1.6万股+21.10% | 加仓 |
 亚马逊AMZN |
| 6.66% | 4.3% | $3,228.1万 | 13.5万股 | $2,080.8万 | 10.0万股 | +3.6万股+35.57% | 加仓 |
 VisaV |
| 6.32% | 5.18% | $3,059.9万 | 8.9万股 | $2,508.9万 | 8.3万股 | +6,178股+7.44% | 加仓 |
 摩托罗拉解决方案MSI |
| 5.63% | 6.09% | $2,726.1万 | 6.6万股 | $2,948.4万 | 6.8万股 | -2,298股-3.38% | 减仓 |
 OLD DOMINION FREIGHT LINE INODFL |
| 4.93% | 4.6% | $2,388.8万 | 11.0万股 | $2,226.4万 | 11.4万股 | -3,653股-3.21% | 减仓 |
 BOOKING COMBKNG |
| 4.91% | 4.8% | $2,376.8万 | 13.3万股 | $2,323.0万 | 5,517股 | +12.8万股+2,317.09% | 加仓 |
 PROGRESSIVEPGR |
| 4.79% | 3.41% | $2,321.3万 | 10.6万股 | $1,652.4万 | 8.3万股 | +2.3万股+27.48% | 加仓 |
 CHUBB LIMITEDCB |
| 4.79% | 3.63% | $2,318.3万 | 6.8万股 | $1,756.3万 | 5.4万股 | +1.4万股+26.26% | 加仓 |
 UNITED RENTALSURI |
| 3.91% | 3.79% | $1,895.5万 | 1.7万股 | $1,835.4万 | 2.5万股 | -8,460股-33.58% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 3.28% | 3.4% | $1,589.9万 | 17.3万股 | $1,646.8万 | 17.8万股 | -5,752股-3.22% | 减仓 |
 爱德华生命科学EW |
| 3.08% | 2.83% | $1,494.5万 | 16.5万股 | $1,369.1万 | 17.1万股 | -5,761股-3.37% | 减仓 |
| TTOLL BROTHERSTOL |
| 3.08% | 2.49% | $1,492.0万 | 9.1万股 | $1,204.7万 | 8.8万股 | +2,287股+2.59% | 加仓 |
 标普全球SPGI |
| 2.63% | 2.84% | $1,276.3万 | 3.1万股 | $1,376.9万 | 3.2万股 | -1,032股-3.19% | 减仓 |
 COPART COMCPRT |
| 2.61% | 3.17% | $1,262.2万 | 44.8万股 | $1,536.3万 | 46.3万股 | -1.5万股-3.24% | 减仓 |
