 AERCAP SHSAER |
| 11.11% | 11% | $1.90亿 | 130.1万股 | $1.85亿 | 134.5万股 | -4.4万股-3.24% | 减仓 |
 亚马逊AMZN |
| 9.96% | 9.23% | $1.70亿 | 71.3万股 | $1.55亿 | 74.3万股 | -3.0万股-4.06% | 减仓 |
 英伟达NVDA |
| 7.34% | 4.06% | $1.25亿 | 62.7万股 | $6,808.9万 | 39.0万股 | +23.6万股+60.47% | 加仓 |
| CCRHCRH |
| 7.08% | 7.32% | $1.21亿 | 113.0万股 | $1.23亿 | 116.8万股 | -3.7万股-3.18% | 减仓 |
 VisaV |
| 6.42% | 5.95% | $1.10亿 | 32.0万股 | $9,984.7万 | 33.0万股 | -1.1万股-3.23% | 减仓 |
 万事达MA |
| 6.26% | 6.03% | $1.07亿 | 20.8万股 | $1.01亿 | 20.2万股 | +5,806股+2.87% | 加仓 |
 BOOKING COMBKNG |
| 5.97% | 5.94% | $1.02亿 | 57.2万股 | $9,958.2万 | 2.4万股 | +54.8万股+2,317.39% | 加仓 |
 DANAHER DEL COMDHR |
| 5.66% | 4.47% | $9,662.1万 | 50.7万股 | $7,507.1万 | 39.6万股 | +11.1万股+28.11% | 加仓 |
 微软MSFT |
| 5.23% | 7.46% | $8,925.4万 | 23.9万股 | $1.25亿 | 33.8万股 | -9.9万股-29.21% | 减仓 |
 JacobsJ |
| 5.11% | 5.42% | $8,724.3万 | 69.2万股 | $9,091.2万 | 71.4万股 | -2.2万股-3.06% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 5.1% | 5.78% | $8,715.3万 | 70.8万股 | $9,699.7万 | 61.7万股 | +9.1万股+14.79% | 加仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 3.33% | 3.65% | $5,683.4万 | 34.1万股 | $6,119.9万 | 35.3万股 | -1.2万股-3.36% | 减仓 |
 谷歌AGOOGL |
| 2.87% | 2.44% | $4,902.0万 | 13.7万股 | $4,088.4万 | 14.2万股 | -5,006股-3.52% | 减仓 |
 美国运通AXP |
| 2.86% | 2.28% | $4,882.9万 | 14.4万股 | $3,823.4万 | 12.6万股 | +1.8万股+14.21% | 加仓 |
 HCA医疗HCA |
| 2.7% | 1.07% | $4,612.2万 | 11.8万股 | $1,787.3万 | 3.8万股 | +8.1万股+213.22% | 加仓 |
 优步UBER |
| 2.68% | 2.81% | $4,575.3万 | 63.4万股 | $4,721.9万 | 65.6万股 | -2.2万股-3.41% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.56% | 0.91% | $4,367.2万 | 12.4万股 | $1,518.8万 | 5.3万股 | +7.1万股+133.46% | 加仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 2.33% | 1.75% | $3,977.6万 | 33.6万股 | $2,935.6万 | 26.3万股 | +7.3万股+27.60% | 加仓 |
 财捷INTU |
| 2.28% | 3.98% | $3,899.3万 | 14.9万股 | $6,674.3万 | 15.4万股 | -4,964股-3.22% | 减仓 |
 台积电TSM |
| 1.58% | 0.92% | $2,705.4万 | 5.7万股 | $1,550.2万 | 4.6万股 | +1.1万股+23.50% | 加仓 |
| TTETRA TECH NEWTTEK |
| 1.57% | 1.72% | $2,673.6万 | 92.5万股 | $2,880.0万 | 95.6万股 | -3.1万股-3.21% | 减仓 |
