| AAlphabet Inc Class CGOOG |
| 4.44% | 4.04% | $2.43亿 | 68.8万股 | $2.06亿 | 71.8万股 | -3.1万股-4.25% | 减仓 |
 英伟达NVDA |
| 4.24% | 3.96% | $2.32亿 | 115.7万股 | $2.02亿 | 115.7万股 | +305股+0.03% | 加仓 |
 亚马逊AMZN |
| 3.8% | 3.57% | $2.08亿 | 87.3万股 | $1.82亿 | 87.3万股 | +60股+0.01% | 加仓 |
 苹果AAPL |
| 3.51% | 3.3% | $1.92亿 | 66.3万股 | $1.68亿 | 66.3万股 | +65股+0.01% | 加仓 |
 微软MSFT |
| 3.08% | 3.28% | $1.69亿 | 45.2万股 | $1.67亿 | 45.2万股 | +115股+0.03% | 加仓 |
 AMD超威AMD |
| 1.91% | 1.03% | $1.04亿 | 17.9万股 | $5,237.8万 | 25.7万股 | -7.8万股-30.31% | 减仓 |
 博通AVGO |
| 1.82% | 1.6% | $9,954.9万 | 26.4万股 | $8,154.7万 | 26.3万股 | +60股+0.02% | 加仓 |
 PALO ALTOPANW |
| 1.66% | 1.08% | $9,080.3万 | 26.6万股 | $5,521.1万 | 34.4万股 | -7.8万股-22.68% | 减仓 |
 家得宝HD |
| 1.55% | 1.55% | $8,502.6万 | 24.1万股 | $7,878.8万 | 24.0万股 | +1,530股+0.64% | 加仓 |
 WASTE CONNECTIONSWCN |
| 1.55% | 1.62% | $8,468.7万 | 50.8万股 | $8,254.3万 | 50.8万股 | -95股-0.02% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 1.55% | 1.74% | $8,457.5万 | 91.8万股 | $8,863.6万 | 96.0万股 | -4.2万股-4.35% | 减仓 |
 礼来LLY |
| 1.54% | 1.26% | $8,393.7万 | 7.0万股 | $6,436.6万 | 7.0万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 1.49% | 1.43% | $8,134.8万 | 24.9万股 | $7,306.6万 | 24.8万股 | +130股+0.05% | 加仓 |
 TJXTJX |
| 1.48% | 1.68% | $8,103.7万 | 53.5万股 | $8,563.1万 | 53.6万股 | -1,300股-0.24% | 减仓 |
| T赛默飞世尔TMO |
| 1.47% | 1.54% | $8,013.1万 | 16.0万股 | $7,856.0万 | 16.0万股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 1.46% | 1.1% | $7,964.0万 | 26.7万股 | $5,619.1万 | 28.9万股 | -2.2万股-7.69% | 减仓 |
 好市多COST |
| 1.45% | 1.65% | $7,904.2万 | 8.4万股 | $8,419.2万 | 8.4万股 | 00.00% | 持仓不变 |
 阿斯利康AZN |
| 1.42% | 1.59% | $7,781.6万 | 41.0万股 | $8,090.7万 | 41.0万股 | +140股+0.03% | 加仓 |
 伊顿ETN |
| 1.42% | 1.27% | $7,774.8万 | 18.2万股 | $6,480.3万 | 18.1万股 | +1,275股+0.70% | 加仓 |
 Vulcan材料VMC |
| 1.4% | 1.38% | $7,635.6万 | 25.9万股 | $7,049.4万 | 25.9万股 | -60股-0.02% | 减仓 |
 科磊KLAC |
| 1.36% | 1.07% | $7,421.3万 | 24.6万股 | $5,448.7万 | 3.7万股 | +20.9万股+564.71% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 1.33% | 1.06% | $7,299.1万 | 19.4万股 | $5,402.6万 | 19.4万股 | +50股+0.03% | 加仓 |
 Meta平台META |
| 1.3% | 1.34% | $7,087.0万 | 12.6万股 | $6,827.8万 | 11.9万股 | +6,475股+5.43% | 加仓 |
 宣伟SHW |
| 1.28% | 1.28% | $6,992.3万 | 20.3万股 | $6,508.1万 | 20.3万股 | +45股+0.02% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 1.28% | 0.72% | $6,990.8万 | 27.5万股 | $3,691.8万 | 24.5万股 | +3.0万股+12.22% | 加仓 |
 泛林集团LRCX |
| 1.27% | 1.05% | $6,921.0万 | 16.0万股 | $5,375.3万 | 25.2万股 | -9.2万股-36.51% | 减仓 |
 史赛克SYK |
| 1.25% | 1.06% | $6,828.0万 | 21.7万股 | $5,406.2万 | 16.5万股 | +5.2万股+31.82% | 加仓 |
 标普全球SPGI |
| 1.23% | 1.38% | $6,737.3万 | 16.5万股 | $7,034.7万 | 16.5万股 | +40股+0.02% | 加仓 |
| FFASTENAL COMFAST |
| 1.23% | 1.27% | $6,728.3万 | 140.1万股 | $6,497.2万 | 140.0万股 | +613股+0.04% | 加仓 |
 VisaV |
| 1.23% | 1.16% | $6,722.7万 | 19.6万股 | $5,920.1万 | 19.6万股 | +70股+0.04% | 加仓 |
 星巴克SBUX |
| 1.21% | 1.14% | $6,606.5万 | 64.6万股 | $5,792.6万 | 64.7万股 | -75股-0.01% | 减仓 |
 江森自控JCI |
| 1.18% | 1.13% | $6,429.3万 | 44.0万股 | $5,762.2万 | 44.0万股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 1.17% | 1.17% | $6,388.8万 | 78.6万股 | $5,976.1万 | 78.6万股 | +305股+0.04% | 加仓 |
 万事达MA |
| 1.13% | 1.18% | $6,203.5万 | 12.1万股 | $6,032.9万 | 12.1万股 | +45股+0.04% | 加仓 |
 新思科技SNPS |
| 1.1% | 1.05% | $6,034.5万 | 13.5万股 | $5,360.5万 | 13.5万股 | +80股+0.06% | 加仓 |
 AON SHS CL AAON |
| 1.1% | 1.15% | $6,012.4万 | 18.1万股 | $5,849.6万 | 18.1万股 | +40股+0.02% | 加仓 |
 NETFLIXNFLX |
| 1.05% | 1.52% | $5,736.0万 | 80.3万股 | $7,722.9万 | 80.3万股 | +150股+0.02% | 加仓 |
 麦当劳MCD |
| 1.01% | 1.23% | $5,512.2万 | 20.4万股 | $6,284.3万 | 20.2万股 | +1,715股+0.85% | 加仓 |
 FORTIVE COMFTV |
| 1% | 0.97% | $5,462.8万 | 89.4万股 | $4,944.0万 | 89.4万股 | -145股-0.02% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.98% | 1.35% | $5,378.8万 | 43.7万股 | $6,871.7万 | 43.7万股 | 00.00% | 持仓不变 |
 CINTAS COMCTAS |
| 0.95% | 0.86% | $5,194.8万 | 30.5万股 | $4,401.7万 | 26.0万股 | +4.5万股+17.37% | 加仓 |
 ILLINOIS TOOLITW |
| 0.87% | 0.9% | $4,744.4万 | 17.5万股 | $4,562.4万 | 17.5万股 | +135股+0.08% | 加仓 |
 ALCON ORD SHSALC |
| 0.84% | 1.02% | $4,618.5万 | 68.8万股 | $5,187.2万 | 68.8万股 | -115股-0.02% | 减仓 |
| LLATTICE SEMICONDUCTORLSCC |
| 0.82% | 0.63% | $4,496.3万 | 29.4万股 | $3,186.8万 | 34.4万股 | -5.0万股-14.44% | 减仓 |
 ServiceNowNOW |
| 0.81% | 0.91% | $4,410.1万 | 44.4万股 | $4,641.1万 | 44.4万股 | +290股+0.07% | 加仓 |
 赛富时CRM |
| 0.79% | 1.01% | $4,312.4万 | 27.5万股 | $5,136.7万 | 27.5万股 | +95股+0.03% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.77% | 0.91% | $4,193.1万 | 98.2万股 | $4,651.5万 | 74.1万股 | +24.1万股+32.53% | 加仓 |
 Roper科技ROP |
| 0.68% | 0.76% | $3,706.6万 | 11.0万股 | $3,876.0万 | 11.0万股 | 00.00% | 持仓不变 |
 MICROCHIP TECHNOLOGYMCHP |
| 0.56% | 0.47% | $3,068.6万 | 33.6万股 | $2,391.6万 | 37.0万股 | -3.4万股-9.10% | 减仓 |
 IDEXIEX |
| 0.55% | 0.49% | $3,010.6万 | 13.3万股 | $2,513.1万 | 13.3万股 | +70股+0.05% | 加仓 |
