 礼来LLY |
| 7.03% | 5.8% | $931.0万 | 7,762股 | $723.0万 | 7,861股 | -99股-1.26% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 6.81% | 5.9% | $901.8万 | 2.6万股 | $735.1万 | 2.6万股 | -101股-0.39% | 减仓 |
 苹果AAPL |
| 5.62% | 5.26% | $743.2万 | 2.6万股 | $655.4万 | 2.6万股 | -140股-0.54% | 减仓 |
 罗克韦尔自动化ROK |
| 4.61% | 3.55% | $610.3万 | 1.2万股 | $441.9万 | 1.2万股 | +13股+0.11% | 加仓 |
 摩根大通JPM |
| 4.61% | 4.41% | $610.1万 | 1.9万股 | $550.0万 | 1.9万股 | -56股-0.30% | 减仓 |
 强生JNJ |
| 4.07% | 4.2% | $538.1万 | 2.1万股 | $523.1万 | 2.1万股 | -210股-0.98% | 减仓 |
 GE VernovaGEV |
| 3.94% | 3.12% | $521.3万 | 4,437股 | $388.4万 | 4,450股 | -13股-0.29% | 减仓 |
 沃尔玛WMT |
| 3.92% | 4.69% | $519.1万 | 4.6万股 | $584.9万 | 4.7万股 | -1,224股-2.60% | 减仓 |
 微软MSFT |
| 3.79% | 4.03% | $502.0万 | 1.3万股 | $501.6万 | 1.4万股 | -93股-0.69% | 减仓 |
| FFASTENAL COMFAST |
| 3.57% | 3.65% | $472.5万 | 9.8万股 | $455.1万 | 9.8万股 | +298股+0.30% | 加仓 |
 亚马逊AMZN |
| 3.41% | 3.18% | $451.8万 | 1.9万股 | $395.6万 | 1.9万股 | -40股-0.21% | 减仓 |
 GeneracGNRC |
| 3.19% | 2.23% | $422.3万 | 1.4万股 | $278.4万 | 1.4万股 | +166股+1.16% | 加仓 |
 优步UBER |
| 3.18% | 3.46% | $420.4万 | 5.8万股 | $431.3万 | 6.0万股 | -1,700股-2.83% | 减仓 |
 万事达MA |
| 3.1% | 3.21% | $410.2万 | 7,987股 | $399.9万 | 8,003股 | -16股-0.20% | 减仓 |
 史赛克SYK |
| 2.92% | 3.27% | $385.9万 | 1.2万股 | $407.8万 | 1.2万股 | -152股-1.22% | 减仓 |
 宝洁PG |
| 2.84% | 2.97% | $376.2万 | 2.6万股 | $370.5万 | 2.6万股 | -2股-0.01% | 减仓 |
 艺康ECL |
| 2.83% | 2.85% | $374.0万 | 1.3万股 | $355.2万 | 1.3万股 | +69股+0.52% | 加仓 |
 雪佛龙CVX |
| 2.34% | 2.99% | $310.0万 | 1.9万股 | $372.7万 | 1.8万股 | +686股+3.81% | 加仓 |
| RRB GLOBALRBA |
| 2.1% | 1.94% | $278.3万 | 2.4万股 | $241.2万 | 2.5万股 | -1,258股-5.00% | 减仓 |
 IRHYTHMIRTC |
| 1.89% | 2.08% | $249.9万 | 2.1万股 | $259.8万 | 2.2万股 | -998股-4.53% | 减仓 |
 德康医疗DXCM |
| 1.85% | 1.85% | $244.8万 | 3.6万股 | $231.0万 | 3.7万股 | -437股-1.19% | 减仓 |
 家得宝HD |
| 1.79% | 1.79% | $237.2万 | 6,725股 | $222.5万 | 6,765股 | -40股-0.59% | 减仓 |
 直觉外科ISRG |
| 1.64% | 2.02% | $217.3万 | 5,463股 | $251.1万 | 5,448股 | +15股+0.28% | 加仓 |
 好市多COST |
| 1.47% | 1.49% | $194.2万 | 2,076股 | $185.3万 | 1,860股 | +216股+11.61% | 加仓 |
 ServiceNowNOW |
| 1.43% | 0.97% | $188.8万 | 1.9万股 | $121.3万 | 1.2万股 | +7,415股+63.89% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 1.4% | 2.06% | $185.6万 | 1.5万股 | $256.2万 | 1.6万股 | -1,216股-7.46% | 减仓 |
 甲骨文ORCL |
| 1.3% | 1.39% | $171.9万 | 1.2万股 | $173.1万 | 1.2万股 | -33股-0.28% | 减仓 |
 黑石集团BX |
| 1.27% | 1.72% | $167.8万 | 1.4万股 | $213.8万 | 1.9万股 | -4,330股-23.29% | 减仓 |
 英伟达NVDA |
| 1.21% | 0.22% | $160.5万 | 8,020股 | $27.5万 | 1,575股 | +6,445股+409.21% | 加仓 |
 WASTE MGMT DELWM |
| 1.17% | 1.21% | $154.8万 | 6,945股 | $151.3万 | 6,585股 | +360股+5.47% | 加仓 |
| V先锋领航债券指数基金BIV |
| 1.17% | 1.26% | $154.6万 | 2.0万股 | $157.2万 | 2.0万股 | -213股-1.05% | 减仓 |
 波音BA |
| 1.1% | 0.99% | $145.0万 | 6,699股 | $123.1万 | 6,185股 | +514股+8.31% | 加仓 |
| WWEC ENERGY COMIDU |
| 1.03% | 1.09% | $136.4万 | 1.2万股 | $135.2万 | 1.2万股 | 00.00% | 持仓不变 |
 AON SHS CL AAON |
| 0.98% | 1.91% | $129.4万 | 3,900股 | $237.4万 | 7,355股 | -3,455股-46.97% | 减仓 |
 星巴克SBUX |
| 0.96% | 0.83% | $127.5万 | 1.2万股 | $104.0万 | 1.2万股 | +874股+7.53% | 加仓 |
| TTOAST CL ATOST |
| 0.92% | 1.06% | $121.6万 | 4.4万股 | $132.0万 | 5.0万股 | -6,101股-12.25% | 减仓 |
 标普全球SPGI |
| 0.86% | 1.91% | $113.9万 | 2,797股 | $238.0万 | 5,596股 | -2,799股-50.02% | 减仓 |
| IiShares安硕信托AGG |
| 0.83% | 0.84% | $109.4万 | 1.1万股 | $104.3万 | 1.1万股 | +545股+5.19% | 加仓 |
 赛富时CRM |
| 0.5% | 0.99% | $66.4万 | 4,240股 | $123.5万 | 6,614股 | -2,374股-35.89% | 减仓 |
| MMEDLINE COM CL AMDLN |
| 0.42% | 0.19% | $55.0万 | 1.4万股 | $24.2万 | 5,440股 | +8,498股+156.21% | 加仓 |
 加拿大国家铁路CNI |
| 0.3% | 0.31% | $40.1万 | 3,365股 | $38.7万 | 3,765股 | -400股-10.62% | 减仓 |
 Arista网络ANET |
| 0.24% | — | $32.2万 | 1,895股 | $0 | 0股 | +1,895股 | 新买入 |
 卡特彼勒CAT |
| 0.2% | — | $26.6万 | 250股 | $0 | 0股 | +250股 | 新买入 |
 赛莱默XYL |
| 0.19% | 0.3% | $25.4万 | 2,150股 | $37.6万 | 3,145股 | -995股-31.64% | 减仓 |
