 英伟达NVDA |
| 11.52% | 10.47% | $1.22亿 | 61.0万股 | $1.08亿 | 61.9万股 | -9,527股-1.54% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 10.4% | 8.83% | $1.10亿 | 31.2万股 | $9,110.3万 | 31.8万股 | -5,647股-1.78% | 减仓 |
 安费诺APH |
| 8.21% | 6.12% | $8,692.1万 | 49.3万股 | $6,309.9万 | 49.9万股 | -6,428股-1.29% | 减仓 |
 亚马逊AMZN |
| 7.72% | 7.03% | $8,183.0万 | 34.3万股 | $7,255.8万 | 34.8万股 | -5,054股-1.45% | 减仓 |
 伊顿ETN |
| 6.83% | 5.95% | $7,240.4万 | 17.0万股 | $6,135.7万 | 17.2万股 | -1,631股-0.95% | 减仓 |
 万事达MA |
| 5.63% | 5.74% | $5,963.2万 | 11.6万股 | $5,926.2万 | 11.9万股 | -2,498股-2.11% | 减仓 |
 Meta平台META |
| 5.62% | 5.95% | $5,955.8万 | 10.6万股 | $6,135.4万 | 10.7万股 | -1,505股-1.40% | 减仓 |
 雷神技术RTX |
| 5.27% | 5.65% | $5,587.5万 | 29.5万股 | $5,827.5万 | 30.2万股 | -7,598股-2.52% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 3.9% | 5.18% | $4,126.1万 | 33.5万股 | $5,347.9万 | 34.0万股 | -4,863股-1.43% | 减仓 |
 AMERICAN TOWER COMAMT |
| 3.27% | 3.61% | $3,462.4万 | 21.2万股 | $3,727.3万 | 21.6万股 | -4,297股-1.99% | 减仓 |
 赛莱默XYL |
| 3.1% | 3.33% | $3,288.4万 | 27.8万股 | $3,430.5万 | 28.7万股 | -8,885股-3.10% | 减仓 |
 霍尼韦尔HON |
| 3.1% | 6.03% | $3,286.6万 | 14.7万股 | $6,219.8万 | 27.5万股 | -12.8万股-46.66% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 3.06% | — | $3,245.2万 | 14.7万股 | $0 | 0股 | +14.7万股 | 新买入 |
 迪士尼DIS |
| 3.02% | 3.17% | $3,196.0万 | 33.2万股 | $3,273.3万 | 34.0万股 | -7,569股-2.23% | 减仓 |
 赛富时CRM |
| 3% | 3.32% | $3,175.4万 | 20.3万股 | $3,423.0万 | 18.3万股 | +1.9万股+10.54% | 加仓 |
 耐克NKE |
| 2.92% | 3.95% | $3,096.5万 | 75.4万股 | $4,073.6万 | 77.1万股 | -1.7万股-2.19% | 减仓 |
 雅培ABT |
| 2.67% | 3.14% | $2,824.1万 | 31.1万股 | $3,243.9万 | 31.6万股 | -4,729股-1.50% | 减仓 |
 OTIS WORLDWIDEOTIS |
| 2.62% | 2.95% | $2,775.3万 | 38.8万股 | $3,043.6万 | 39.5万股 | -7,255股-1.84% | 减仓 |
| T赛默飞世尔TMO |
| 2.5% | 2.61% | $2,647.2万 | 5.3万股 | $2,696.0万 | 5.5万股 | -2,048股-3.73% | 减仓 |
 泛林集团LRCX |
| 0.69% | 0.41% | $727.5万 | 1.7万股 | $420.1万 | 2.0万股 | -2,875股-14.62% | 减仓 |
 礼来LLY |
| 0.55% | 0.4% | $577.4万 | 4,814股 | $415.6万 | 4,519股 | +295股+6.53% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.46% | 0.45% | $488.1万 | 9,755股 | $467.5万 | 9,755股 | 00.00% | 持仓不变 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.46% | 0.34% | $487.7万 | 1.3万股 | $347.9万 | 1.3万股 | +474股+3.79% | 加仓 |
 VisaV |
| 0.34% | 0.3% | $364.4万 | 1.1万股 | $309.8万 | 1.0万股 | +370股+3.61% | 加仓 |
 Arista网络ANET |
| 0.34% | — | $361.2万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 BlockXYZ |
| 0.33% | 0.26% | $349.0万 | 4.6万股 | $263.3万 | 4.4万股 | +2,167股+4.95% | 加仓 |
 LAUDER ESTEE COS CL AEL |
| 0.33% | 0.27% | $346.9万 | 4.4万股 | $283.3万 | 3.9万股 | +4,467股+11.32% | 加仓 |
 BOOKING COMBKNG |
| 0.29% | 0.27% | $305.9万 | 1.7万股 | $281.7万 | 669股 | +1.6万股+2,465.47% | 加仓 |
 麦当劳MCD |
| 0.25% | 0.28% | $264.3万 | 9,777股 | $290.2万 | 9,337股 | +440股+4.71% | 加仓 |
 家得宝HD |
| 0.25% | 0.23% | $264.2万 | 7,492股 | $240.0万 | 7,296股 | +196股+2.69% | 加仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 0.19% | 0.19% | $200.7万 | 9,954股 | $199.4万 | 9,540股 | +414股+4.34% | 加仓 |
 德康医疗DXCM |
| 0.18% | 0.16% | $190.1万 | 2.8万股 | $167.4万 | 2.7万股 | +1,568股+5.88% | 加仓 |
 直觉外科ISRG |
| 0.16% | 0.19% | $172.5万 | 4,337股 | $191.7万 | 4,159股 | +178股+4.28% | 加仓 |
 林德LIN |
| 0.15% | 0.15% | $161.5万 | 3,112股 | $154.3万 | 3,112股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 0.15% | 0.16% | $161.4万 | 7,318股 | $165.1万 | 6,988股 | +330股+4.72% | 加仓 |
 谷歌AGOOGL |
| 0.13% | 0.09% | $138.5万 | 3,876股 | $89.2万 | 3,103股 | +773股+24.91% | 加仓 |
 应用材料AMAT |
| 0.11% | 0.08% | $115.7万 | 1,600股 | $78.6万 | 2,300股 | -700股-30.43% | 减仓 |
| BBROWN FORMANBF.B |
| 0.06% | 0.07% | $65.1万 | 2.4万股 | $67.4万 | 2.5万股 | -1,037股-4.07% | 减仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.04% | 0.05% | $37.7万 | 740股 | $50.5万 | 740股 | 00.00% | 持仓不变 |
 洛克希德马丁LMT |
| 0.03% | 0.04% | $35.9万 | 705股 | $42.6万 | 705股 | 00.00% | 持仓不变 |
 斯伦贝谢SLB |
| 0.03% | 0.04% | $34.4万 | 7,401股 | $38.0万 | 7,401股 | 00.00% | 持仓不变 |
 ADOBE COMADBE |
| 0.03% | 0.04% | $31.0万 | 1,514股 | $36.8万 | 1,514股 | 00.00% | 持仓不变 |
 ZOETIS CL AZTS |
| 0.02% | 2.2% | $18.9万 | 2,624股 | $2,271.9万 | 19.2万股 | -19.0万股-98.63% | 减仓 |
 SAP SPON ADRSAP |
| 0.01% | 0.01% | $15.8万 | 1,022股 | $8.7万 | 508股 | +514股+101.18% | 加仓 |
 DraftKingsDKNG |
| 0.01% | 0.01% | $13.4万 | 5,308股 | $11.5万 | 5,308股 | 00.00% | 持仓不变 |
 阿斯麦ASML |
| 0.01% | 0.01% | $12.3万 | 62股 | $8.2万 | 62股 | 00.00% | 持仓不变 |
 IDEXX LABS COMIDXX |
| 0.01% | 0.26% | $9.7万 | 185股 | $263.3万 | 4,686股 | -4,501股-96.05% | 减仓 |
 微软MSFT |
| 0.01% | 0.01% | $7.5万 | 200股 | $7.4万 | 200股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| <0.01% | <0.01% | $3.8万 | 140股 | $3.4万 | 140股 | 00.00% | 持仓不变 |
| SSOLSTICE ADVANCED MATLSSOL |
| <0.01% | <0.01% | $6,911 | 78股 | $5,940 | 78股 | 00.00% | 持仓不变 |
