 应用材料AMAT |
| 14.21% | 9.05% | $2,905.1万 | 4.0万股 | $1,529.3万 | 4.5万股 | -4,562股-10.20% | 减仓 |
 谷歌AGOOGL |
| 5.63% | 5.97% | $1,152.0万 | 3.2万股 | $1,008.6万 | 3.5万股 | -2,840股-8.10% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 5.55% | 2.63% | $1,134.0万 | 2.6万股 | $444.0万 | 2.7万股 | -768股-2.84% | 减仓 |
 苹果AAPL |
| 5.16% | 5.6% | $1,055.2万 | 3.6万股 | $946.0万 | 3.7万股 | -807股-2.17% | 减仓 |
 万事达MA |
| 3.72% | 4.26% | $760.7万 | 1.5万股 | $719.2万 | 1.4万股 | +418股+2.90% | 加仓 |
 沃尔玛WMT |
| 3.71% | 5.05% | $759.3万 | 6.7万股 | $852.6万 | 6.9万股 | -1,567股-2.28% | 减仓 |
 星巴克SBUX |
| 3.14% | 3.37% | $642.9万 | 6.3万股 | $570.1万 | 6.4万股 | -725股-1.14% | 减仓 |
 家得宝HD |
| 3.13% | 3.18% | $639.9万 | 1.8万股 | $537.0万 | 1.6万股 | +1,816股+11.12% | 加仓 |
 亚马逊AMZN |
| 3.04% | 3.27% | $622.3万 | 2.6万股 | $552.8万 | 2.7万股 | -431股-1.62% | 减仓 |
 ADPADP |
| 2.72% | 3.01% | $556.6万 | 2.5万股 | $508.8万 | 2.5万股 | -189股-0.75% | 减仓 |
 微软MSFT |
| 2.66% | 2.99% | $543.5万 | 1.5万股 | $505.3万 | 1.4万股 | +921股+6.75% | 加仓 |
 嘉信理财SCHW |
| 2.61% | 3.24% | $533.6万 | 5.8万股 | $547.9万 | 5.8万股 | -466股-0.80% | 减仓 |
 VisaV |
| 2.58% | 2.77% | $526.7万 | 1.5万股 | $467.5万 | 1.5万股 | -118股-0.76% | 减仓 |
 好市多COST |
| 2.48% | 3.26% | $506.8万 | 5,417股 | $550.2万 | 5,522股 | -105股-1.90% | 减仓 |
 WEST PHARMACEUTICAL SVSCWST |
| 2.34% | 2.01% | $479.2万 | 1.3万股 | $339.0万 | 1.4万股 | -177股-1.31% | 减仓 |
 PAYCHEX COMPAYX |
| 2.32% | 2.68% | $475.0万 | 4.8万股 | $452.2万 | 4.9万股 | -782股-1.59% | 减仓 |
 D R HORTONDHI |
| 2.19% | 2.24% | $447.4万 | 2.7万股 | $379.0万 | 2.8万股 | -152股-0.55% | 减仓 |
 OTIS WORLDWIDEOTIS |
| 2.02% | 2.28% | $413.9万 | 5.8万股 | $385.5万 | 5.0万股 | +7,806股+15.61% | 加仓 |
 百事可乐PEP |
| 1.82% | 2.56% | $371.7万 | 2.7万股 | $433.3万 | 2.8万股 | -452股-1.62% | 减仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 1.69% | 1.62% | $345.5万 | 3.6万股 | $273.0万 | 3.8万股 | -1,730股-4.59% | 减仓 |
 HERSHEY COMHSY |
| 1.64% | 2.38% | $334.5万 | 1.9万股 | $401.5万 | 1.9万股 | -243股-1.26% | 减仓 |
 通用动力GD |
| 1.59% | 1.83% | $326.1万 | 9,206股 | $309.6万 | 9,021股 | +185股+2.05% | 加仓 |
 联合包裹UPSUPS |
| 1.59% | 1.77% | $326.0万 | 3.0万股 | $299.3万 | 3.0万股 | -99股-0.33% | 减仓 |
 VeevaVEEV |
| 1.44% | 1.33% | $295.1万 | 1.7万股 | $224.1万 | 1.3万股 | +3,871股+30.34% | 加仓 |
| BBEST BUYBBY |
| 1.43% | 1.43% | $292.3万 | 3.9万股 | $242.4万 | 3.8万股 | +774股+2.05% | 加仓 |
 耐克NKE |
| 1.38% | 2.22% | $281.9万 | 6.9万股 | $376.0万 | 7.1万股 | -2,499股-3.51% | 减仓 |
 达美乐披萨DPZ |
| 1.38% | 1.6% | $281.2万 | 9,500股 | $269.6万 | 7,513股 | +1,987股+26.45% | 加仓 |
 迪士尼DIS |
| 1.35% | 1.67% | $276.6万 | 2.9万股 | $283.0万 | 2.9万股 | -622股-2.12% | 减仓 |
 CorpayCPAY |
| 1.14% | 1.28% | $232.5万 | 6,975股 | $216.2万 | 7,431股 | -456股-6.14% | 减仓 |
 FICOFICO |
| 0.96% | 0.98% | $196.5万 | 1,645股 | $165.7万 | 1,552股 | +93股+5.99% | 加仓 |
 英伟达NVDA |
| 0.95% | 0.9% | $193.6万 | 9,678股 | $152.7万 | 8,755股 | +923股+10.54% | 加仓 |
 麦当劳MCD |
| 0.92% | — | $188.1万 | 6,958股 | $0 | 0股 | +6,958股 | 新买入 |
 史赛克SYK |
| 0.9% | 1.1% | $184.2万 | 5,850股 | $185.2万 | 5,636股 | +214股+3.80% | 加仓 |
| VVALVOLINE COMVVV |
| 0.85% | 0.71% | $174.6万 | 4.4万股 | $119.6万 | 3.5万股 | +8,673股+24.43% | 加仓 |
 美国运通AXP |
| 0.84% | 0.91% | $171.1万 | 5,057股 | $153.0万 | 5,057股 | 00.00% | 持仓不变 |
 CINTAS COMCTAS |
| 0.8% | — | $162.6万 | 9,560股 | $0 | 0股 | +9,560股 | 新买入 |
 穆迪MCO |
| 0.76% | 0.78% | $154.5万 | 3,411股 | $132.5万 | 3,038股 | +373股+12.28% | 加仓 |
 LOWES COS COMLOW |
| 0.62% | — | $127.5万 | 5,783股 | $0 | 0股 | +5,783股 | 新买入 |
 财捷INTU |
| 0.53% | 1.01% | $107.8万 | 4,132股 | $171.2万 | 3,960股 | +172股+4.34% | 加仓 |
 3M COMMMM |
| 0.52% | 0.57% | $107.0万 | 6,607股 | $95.8万 | 6,599股 | +8股+0.12% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.48% | 0.55% | $98.8万 | 1,975股 | $93.2万 | 1,945股 | +30股+1.54% | 加仓 |
 可口可乐KO |
| 0.48% | 0.54% | $97.6万 | 1.2万股 | $91.3万 | 1.2万股 | +1股+0.01% | 加仓 |
 南方电力SO |
| 0.45% | 0.55% | $91.5万 | 9,556股 | $92.2万 | 9,556股 | 00.00% | 持仓不变 |
 COPART COMCPRT |
| 0.41% | 0.56% | $83.5万 | 3.0万股 | $95.2万 | 2.9万股 | +956股+3.33% | 加仓 |
| V先锋领航指数基金VOO |
| 0.39% | 0.37% | $80.7万 | 1,096股 | $63.2万 | 1,096股 | 00.00% | 持仓不变 |
 REALTY INCOME COMO |
| 0.39% | 0.45% | $79.4万 | 1.3万股 | $75.8万 | 1.2万股 | +417股+3.37% | 加仓 |
 威瑞森VZ |
| 0.31% | 0.44% | $63.5万 | 1.5万股 | $73.9万 | 1.5万股 | +265股+1.80% | 加仓 |
 ALTRIAMO |
| 0.31% | 0.34% | $62.8万 | 8,731股 | $57.5万 | 8,721股 | +10股+0.11% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.3% | 0.32% | $61.2万 | 4,180股 | $53.5万 | 4,176股 | +4股+0.10% | 加仓 |
 SIMON PPTY NEW COMSPG |
| 0.3% | 0.3% | $60.5万 | 2,707股 | $50.4万 | 2,702股 | +5股+0.19% | 加仓 |
