| AAlphabet Inc Class CGOOG |
| 5.78% | 5.15% | $2,399.7万 | 6.8万股 | $2,154.5万 | 7.5万股 | -7,189股-9.57% | 减仓 |
 台积电TSM |
| 5.72% | 5.94% | $2,377.8万 | 5.0万股 | $2,484.4万 | 7.4万股 | -2.4万股-32.27% | 减仓 |
 阿斯麦ASML |
| 5.42% | 4.1% | $2,250.3万 | 1.1万股 | $1,713.2万 | 1.3万股 | -1,660股-12.80% | 减仓 |
 英伟达NVDA |
| 4.45% | — | $1,850.9万 | 9.3万股 | $0 | 0股 | +9.3万股 | 新买入 |
 苹果AAPL |
| 4.29% | 4.27% | $1,780.9万 | 6.2万股 | $1,785.4万 | 7.0万股 | -8,804股-12.51% | 减仓 |
 特灵科技TT |
| 4.25% | 4.08% | $1,767.1万 | 3.6万股 | $1,705.8万 | 4.1万股 | -4,955股-12.11% | 减仓 |
 强生JNJ |
| 4.09% | 0.12% | $1,699.9万 | 6.7万股 | $51.3万 | 2,100股 | +6.5万股+3,087.33% | 加仓 |
 摩根大通JPM |
| 3.59% | 3.46% | $1,491.3万 | 4.6万股 | $1,446.0万 | 4.9万股 | -3,598股-7.32% | 减仓 |
 亚马逊AMZN |
| 3.25% | 3.2% | $1,352.2万 | 5.7万股 | $1,338.1万 | 6.4万股 | -7,514股-11.70% | 减仓 |
 TELEDYNE TECHNOLOGIESTDY |
| 2.94% | 3.5% | $1,223.0万 | 1.8万股 | $1,464.7万 | 2.4万股 | -5,870股-24.25% | 减仓 |
| EEVERCOREEVR |
| 2.82% | — | $1,173.5万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
 微软MSFT |
| 2.8% | 3.33% | $1,165.3万 | 3.1万股 | $1,393.9万 | 3.8万股 | -6,417股-17.04% | 减仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 2.46% | 2.14% | $1,023.5万 | 11.8万股 | $894.5万 | 11.4万股 | +4,550股+4.00% | 加仓 |
| CCOGNEXCGNX |
| 2.45% | — | $1,018.7万 | 14.1万股 | $0 | 0股 | +14.1万股 | 新买入 |
 TORONTO DOMINION BK ONT COM NEWTD |
| 2.42% | 2.09% | $1,007.6万 | 8.3万股 | $875.7万 | 9.4万股 | -1.1万股-11.49% | 减仓 |
 哈勃HUBB |
| 2.37% | 2.48% | $985.0万 | 1.9万股 | $1,038.8万 | 2.1万股 | -2,342股-11.06% | 减仓 |
 INTERCONTINENTAL HOTELS GROUP SPONSORED ADSIHG |
| 2.21% | — | $919.0万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
 Meta平台META |
| 2.19% | 2.24% | $909.4万 | 1.6万股 | $937.4万 | 1.6万股 | -241股-1.47% | 减仓 |
 CHURCH & DWIGHTCHD |
| 2.17% | 1.37% | $902.7万 | 9.3万股 | $572.1万 | 6.1万股 | +3.2万股+52.00% | 加仓 |
 MCKESSON COMMCK |
| 2.1% | 3.6% | $871.4万 | 1.2万股 | $1,504.6万 | 1.7万股 | -5,854股-33.67% | 减仓 |
 汽车地带AZO |
| 1.94% | 2.32% | $805.4万 | 2,520股 | $970.8万 | 2,874股 | -354股-12.32% | 减仓 |
 万事达MA |
| 1.84% | 2.74% | $766.0万 | 1.5万股 | $1,145.6万 | 2.3万股 | -8,012股-34.95% | 减仓 |
 德州仪器TXN |
| 1.79% | 1.7% | $745.4万 | 2.5万股 | $710.2万 | 3.7万股 | -1.2万股-31.64% | 减仓 |
 迪士尼DIS |
| 1.79% | 2.46% | $744.5万 | 7.7万股 | $1,028.2万 | 10.7万股 | -2.9万股-27.50% | 减仓 |
 BJS WHSL CLUBBJ |
| 1.77% | 4.25% | $735.7万 | 8.4万股 | $1,775.8万 | 18.0万股 | -9.6万股-53.25% | 减仓 |
 VIKING ORD SHSVIK |
| 1.64% | — | $683.4万 | 6.5万股 | $0 | 0股 | +6.5万股 | 新买入 |
 CADENCE DESIGN SYSTEM COMAYI |
| 1.52% | 2.24% | $632.0万 | 1.7万股 | $936.9万 | 3.4万股 | -1.7万股-50.06% | 减仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 1.5% | 2.85% | $623.1万 | 3.7万股 | $1,191.4万 | 6.9万股 | -3.1万股-45.57% | 减仓 |
 TransDigmTDG |
| 1.46% | 1.45% | $606.6万 | 4,554股 | $605.4万 | 5,224股 | -670股-12.83% | 减仓 |
 WELLTOWER COMWELL |
| 1.41% | 0.14% | $587.7万 | 2.6万股 | $59.3万 | 3,000股 | +2.3万股+763.17% | 加仓 |
 卡梅科CCJ |
| 1.31% | — | $543.0万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
 穆迪MCO |
| 1.29% | 2.27% | $537.3万 | 1.2万股 | $947.3万 | 2.2万股 | -9,852股-45.37% | 减仓 |
 VERALTO COM SHSVLTO |
| 1.28% | 1.43% | $530.5万 | 6.0万股 | $597.8万 | 6.8万股 | -7,781股-11.51% | 减仓 |
 芝加哥商品交易所CME |
| 1.26% | 1.61% | $522.4万 | 2.4万股 | $675.2万 | 2.3万股 | +795股+3.48% | 加仓 |
| DDYNATRACEDT |
| 1.24% | 0.42% | $514.2万 | 11.7万股 | $177.2万 | 4.8万股 | +6.9万股+144.31% | 加仓 |
 XCEL ENERGY COMXEL |
| 1.16% | — | $480.1万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
 科磊KLAC |
| 1.07% | 1.69% | $443.7万 | 1.5万股 | $706.2万 | 4,796股 | +9,911股+206.65% | 加仓 |
| CCELLEBRITE DICLBT |
| 0.96% | 1.49% | $399.1万 | 27.3万股 | $625.0万 | 45.4万股 | -18.0万股-39.73% | 减仓 |
 EAST WEST BANCORPEWBC |
| 0.94% | — | $391.2万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 IDEXX LABS COMIDXX |
| 0.78% | 0.69% | $324.6万 | 6,166股 | $287.5万 | 5,116股 | +1,050股+20.52% | 加仓 |
 ALCON ORD SHSALC |
| 0.65% | 1.89% | $271.9万 | 4.1万股 | $791.8万 | 10.5万股 | -6.5万股-61.44% | 减仓 |
 IQVIAIQV |
| 0.63% | 2.19% | $262.0万 | 1.4万股 | $913.6万 | 5.4万股 | -4.0万股-74.69% | 减仓 |
 威瑞森VZ |
| 0.56% | 1.33% | $232.3万 | 5.5万股 | $556.2万 | 11.1万股 | -5.6万股-50.49% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.51% | 3.05% | $212.3万 | 1.7万股 | $1,275.6万 | 8.1万股 | -6.4万股-78.73% | 减仓 |
 ShopifySHOP |
| 0.48% | — | $200.3万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.44% | 2.23% | $181.0万 | 2.3万股 | $933.0万 | 10.0万股 | -7.7万股-76.66% | 减仓 |
 森科能源SU |
| 0.39% | 3.24% | $163.8万 | 3.0万股 | $1,355.9万 | 20.5万股 | -17.5万股-85.13% | 减仓 |
| BBROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNITBEP |
| 0.19% | 0.18% | $79.6万 | 2.3万股 | $75.0万 | 2.3万股 | 00.00% | 持仓不变 |
 TELUSTU |
| 0.09% | 0.11% | $38.9万 | 3.7万股 | $47.4万 | 3.7万股 | 00.00% | 持仓不变 |
 杜克能源DUK |
| 0.09% | 0.09% | $38.0万 | 3,000股 | $39.3万 | 3,000股 | 00.00% | 持仓不变 |
