 万事达MA |
| 13.83% | 14.66% | $2,152.0万 | 4.2万股 | $2,093.6万 | 4.2万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 13.18% | 12.6% | $2,051.6万 | 7.1万股 | $1,799.4万 | 7.1万股 | 00.00% | 持仓不变 |
 QUANTA SVCSPWR |
| 12.49% | 10.38% | $1,944.1万 | 2.7万股 | $1,482.4万 | 2.7万股 | 00.00% | 持仓不变 |
 CADENCE DESIGN SYSTEM COMAYI |
| 11.16% | 9.01% | $1,737.7万 | 4.6万股 | $1,286.5万 | 4.6万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 6.08% | 6.57% | $945.6万 | 2.5万股 | $938.4万 | 2.5万股 | 00.00% | 持仓不变 |
 VisaV |
| 5.89% | 5.65% | $916.1万 | 2.7万股 | $807.0万 | 2.7万股 | 00.00% | 持仓不变 |
 WESTWOOD HLDGS GROUP INC COMWHG |
| 5.79% | 5.43% | $901.5万 | 47.1万股 | $774.9万 | 47.1万股 | 00.00% | 持仓不变 |
 MCKESSON COMMCK |
| 4.66% | 5.82% | $725.4万 | 9,600股 | $830.7万 | 9,600股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 4.53% | 3.67% | $704.9万 | 6,000股 | $523.7万 | 6,000股 | 00.00% | 持仓不变 |
 新思科技SNPS |
| 4.3% | 4.16% | $669.1万 | 1.5万股 | $594.7万 | 1.5万股 | 00.00% | 持仓不变 |
 CINTAS COMCTAS |
| 3.06% | 3.32% | $476.2万 | 2.8万股 | $473.6万 | 2.8万股 | 00.00% | 持仓不变 |
| QQXOQXO |
| 2.85% | 3.49% | $443.4万 | 25.7万股 | $498.3万 | 25.7万股 | 00.00% | 持仓不变 |
 GE航空GE |
| 2.64% | 2.19% | $411.1万 | 1.1万股 | $312.1万 | 1.1万股 | 00.00% | 持仓不变 |
 标普全球SPGI |
| 1.94% | 2.21% | $302.3万 | 7,422股 | $315.7万 | 7,422股 | 00.00% | 持仓不变 |
 HERSHEY COMHSY |
| 1.51% | 1.95% | $235.1万 | 1.3万股 | $278.6万 | 1.3万股 | 00.00% | 持仓不变 |
 FICOFICO |
| 1.23% | 1.2% | $191.2万 | 1,600股 | $170.8万 | 1,600股 | 00.00% | 持仓不变 |
 星座能源CEG |
| 1.12% | 1.37% | $173.9万 | 7,000股 | $195.5万 | 7,000股 | 00.00% | 持仓不变 |
 卡地纳健康CAH |
| 0.69% | 0.67% | $106.9万 | 4,500股 | $95.1万 | 4,500股 | 00.00% | 持仓不变 |
 安费诺APH |
| 0.68% | 0.53% | $105.8万 | 6,000股 | $75.8万 | 6,000股 | 00.00% | 持仓不变 |
 派克汉尼汾PH |
| 0.63% | 0.63% | $97.8万 | 1,000股 | $89.5万 | 1,000股 | 00.00% | 持仓不变 |
 切尼尔能源LNG |
| 0.61% | 0.79% | $95.6万 | 4,000股 | $113.5万 | 4,000股 | 00.00% | 持仓不变 |
 TRACTOR SUPPLY COMTSCO |
| 0.61% | — | $94.8万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 摩托罗拉解决方案MSI |
| 0.53% | 0.61% | $83.1万 | 2,000股 | $86.8万 | 2,000股 | 00.00% | 持仓不变 |
