 微软MSFT |
| 11.94% | 11.37% | $9.92亿 | 235.9万股 | $8.65亿 | 230.0万股 | +5.9万股+2.57% | 加仓 |
 英伟达NVDA |
| 5.04% | 2.94% | $4.19亿 | 46.4万股 | $2.23亿 | 45.1万股 | +1.3万股+2.82% | 加仓 |
 谷歌AGOOGL |
| 3.71% | 3.69% | $3.08亿 | 204.1万股 | $2.80亿 | 200.6万股 | +3.5万股+1.73% | 加仓 |
 亚马逊AMZN |
| 2.17% | 1.92% | $1.81亿 | 100.1万股 | $1.46亿 | 96.2万股 | +3.9万股+4.03% | 加仓 |
 宝洁PG |
| 1.98% | 1.77% | $1.64亿 | 101.2万股 | $1.35亿 | 91.8万股 | +9.4万股+10.21% | 加仓 |
 苹果AAPL |
| 1.84% | 2.33% | $1.53亿 | 89.2万股 | $1.77亿 | 92.2万股 | -2.9万股-3.19% | 减仓 |
 万事达MA |
| 1.77% | 1.67% | $1.47亿 | 30.5万股 | $1.27亿 | 29.8万股 | +6,993股+2.35% | 加仓 |
 台积电TSM |
| 1.65% | 0.89% | $1.37亿 | 100.6万股 | $6,791.9万 | 65.3万股 | +35.3万股+53.99% | 加仓 |
 DANAHER DEL COMDHR |
| 1.61% | 1.7% | $1.34亿 | 53.7万股 | $1.30亿 | 56.0万股 | -2.3万股-4.03% | 减仓 |
 联合健康UNH |
| 1.5% | 1.81% | $1.25亿 | 25.2万股 | $1.38亿 | 26.2万股 | -1.0万股-3.83% | 减仓 |
 赛富时CRM |
| 1.46% | 1.36% | $1.21亿 | 40.3万股 | $1.04亿 | 39.4万股 | +9,369股+2.38% | 加仓 |
 新思科技SNPS |
| 1.45% | 1.2% | $1.21亿 | 21.1万股 | $9,143.0万 | 17.8万股 | +3.3万股+18.76% | 加仓 |
 标普全球SPGI |
| 1.38% | 1.16% | $1.15亿 | 27.1万股 | $8,794.5万 | 20.0万股 | +7.1万股+35.53% | 加仓 |
 史赛克SYK |
| 1.35% | 1.26% | $1.12亿 | 31.4万股 | $9,560.7万 | 31.9万股 | -5,581股-1.75% | 减仓 |
| T赛默飞世尔TMO |
| 1.33% | 1.37% | $1.11亿 | 19.0万股 | $1.04亿 | 19.6万股 | -6,060股-3.09% | 减仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 1.3% | 1.1% | $1.08亿 | 52.6万股 | $8,349.2万 | 44.1万股 | +8.5万股+19.28% | 加仓 |
 VisaV |
| 1.28% | 1.1% | $1.06亿 | 38.0万股 | $8,395.0万 | 32.2万股 | +5.8万股+17.89% | 加仓 |
 BOOKING COMBKNG |
| 1.26% | 1.03% | $1.05亿 | 2.9万股 | $7,864.2万 | 2.2万股 | +6,746股+30.43% | 加仓 |
 礼来LLY |
| 1.23% | 0.99% | $1.02亿 | 13.2万股 | $7,514.5万 | 12.9万股 | +2,770股+2.15% | 加仓 |
 ADOBE COMADBE |
| 1.16% | 1.67% | $9,625.5万 | 19.1万股 | $1.27亿 | 21.3万股 | -2.3万股-10.56% | 减仓 |
 ServiceNowNOW |
| 1.09% | 1.19% | $9,079.7万 | 11.9万股 | $9,012.3万 | 12.8万股 | -8,471股-6.64% | 减仓 |
 爱德华生命科学EW |
| 1.04% | 0.89% | $8,618.9万 | 90.2万股 | $6,789.5万 | 89.0万股 | +1.2万股+1.30% | 加仓 |
 财捷INTU |
| 1.02% | 0.73% | $8,499.8万 | 13.1万股 | $5,556.9万 | 8.9万股 | +4.2万股+47.08% | 加仓 |
 穆迪MCO |
| 1% | 0.76% | $8,332.0万 | 21.2万股 | $5,808.4万 | 14.9万股 | +6.3万股+42.55% | 加仓 |
 摩根大通JPM |
| 0.99% | 1.02% | $8,243.0万 | 41.2万股 | $7,780.1万 | 45.7万股 | -4.6万股-10.02% | 减仓 |
 特斯拉TSLA |
| 0.98% | 1.48% | $8,177.8万 | 46.5万股 | $1.12亿 | 45.3万股 | +1.3万股+2.76% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.93% | 0.79% | $7,748.0万 | 113.1万股 | $5,992.9万 | 103.7万股 | +9.5万股+9.13% | 加仓 |
 ADPADP |
| 0.89% | 0.49% | $7,431.0万 | 29.8万股 | $3,721.9万 | 16.0万股 | +13.8万股+86.25% | 加仓 |
 迪士尼DIS |
| 0.78% | 0.55% | $6,519.2万 | 53.3万股 | $4,197.2万 | 46.5万股 | +6.8万股+14.62% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.77% | 0.77% | $6,401.6万 | 42.0万股 | $5,873.3万 | 41.7万股 | +3,700股+0.89% | 加仓 |
 家得宝HD |
| 0.77% | 0.74% | $6,382.7万 | 16.6万股 | $5,622.4万 | 16.2万股 | +4,150股+2.56% | 加仓 |
 应用材料AMAT |
| 0.74% | 0.49% | $6,193.2万 | 30.0万股 | $3,730.9万 | 23.0万股 | +7.0万股+30.45% | 加仓 |
 默沙东MRK |
| 0.73% | 0.6% | $6,077.6万 | 46.1万股 | $4,536.3万 | 41.6万股 | +4.5万股+10.69% | 加仓 |
 博通AVGO |
| 0.72% | 0.48% | $5,998.8万 | 4.5万股 | $3,633.4万 | 3.3万股 | +1.3万股+39.05% | 加仓 |
 明晟MSCI |
| 0.72% | 0.87% | $5,944.8万 | 10.6万股 | $6,631.8万 | 11.7万股 | -1.1万股-9.53% | 减仓 |
 直觉外科ISRG |
| 0.71% | 0.83% | $5,911.7万 | 14.8万股 | $6,328.9万 | 18.8万股 | -3.9万股-21.04% | 减仓 |
 百事可乐PEP |
| 0.7% | 0.75% | $5,844.2万 | 33.4万股 | $5,686.2万 | 33.5万股 | -850股-0.25% | 减仓 |
 IDEXX LABS COMIDXX |
| 0.66% | 0.76% | $5,492.3万 | 10.2万股 | $5,747.3万 | 10.4万股 | -1,823股-1.76% | 减仓 |
 雅培ABT |
| 0.61% | 0.74% | $5,096.5万 | 44.8万股 | $5,609.2万 | 51.0万股 | -6.1万股-12.01% | 减仓 |
 ZOETIS CL AZTS |
| 0.55% | 0.44% | $4,579.1万 | 27.1万股 | $3,344.8万 | 16.9万股 | +10.1万股+59.73% | 加仓 |
 PROGRESSIVEPGR |
| 0.54% | 0.45% | $4,457.1万 | 21.6万股 | $3,418.2万 | 21.5万股 | +900股+0.42% | 加仓 |
 美国运通AXP |
| 0.52% | 0.49% | $4,311.3万 | 18.9万股 | $3,694.3万 | 19.7万股 | -7,850股-3.98% | 减仓 |
 可口可乐KO |
| 0.52% | 0.53% | $4,295.6万 | 70.2万股 | $4,041.6万 | 68.6万股 | +1.6万股+2.38% | 加仓 |
| PPTC COMPTC |
| 0.49% | 0.57% | $4,060.8万 | 21.5万股 | $4,337.6万 | 24.8万股 | -3.3万股-13.31% | 减仓 |
 德州仪器TXN |
| 0.48% | 0.55% | $3,967.6万 | 22.8万股 | $4,153.3万 | 24.4万股 | -1.6万股-6.53% | 减仓 |
 LOWES COS COMLOW |
| 0.46% | 0.44% | $3,863.0万 | 15.2万股 | $3,381.6万 | 15.2万股 | -300股-0.20% | 减仓 |
 贝莱德·INC COMBLK |
| 0.46% | 0.47% | $3,797.9万 | 4.6万股 | $3,543.9万 | 4.4万股 | +1,900股+4.35% | 加仓 |
 AMGEN COMAMGN |
| 0.45% | 0.49% | $3,743.1万 | 13.2万股 | $3,691.0万 | 12.8万股 | +3,500股+2.73% | 加仓 |
 耐克NKE |
| 0.45% | 0.76% | $3,708.9万 | 39.5万股 | $5,792.4万 | 53.4万股 | -13.9万股-26.03% | 减仓 |
 COMCAST NEW CL ACMCSA |
| 0.44% | 0.52% | $3,617.6万 | 83.5万股 | $3,953.5万 | 90.2万股 | -6.7万股-7.44% | 减仓 |
