 谷歌AGOOGL |
| 7.43% | 6.81% | $6,999.9万 | 19.6万股 | $5,974.1万 | 20.8万股 | -1.2万股-5.72% | 减仓 |
 苹果AAPL |
| 6.77% | 6.49% | $6,374.1万 | 22.0万股 | $5,686.8万 | 22.4万股 | -3,792股-1.69% | 减仓 |
 亚马逊AMZN |
| 6.07% | 5.83% | $5,718.6万 | 24.0万股 | $5,109.7万 | 24.5万股 | -5,405股-2.20% | 减仓 |
 博通AVGO |
| 4.86% | 4.54% | $4,577.9万 | 12.1万股 | $3,981.7万 | 12.9万股 | -7,457股-5.80% | 减仓 |
| IiShares安硕信托IVV |
| 3.84% | 3.61% | $3,617.3万 | 4.8万股 | $3,165.5万 | 4.8万股 | -158股-0.33% | 减仓 |
 PALO ALTOPANW |
| 3.32% | 1.85% | $3,125.9万 | 9.2万股 | $1,623.5万 | 10.1万股 | -9,601股-9.48% | 减仓 |
 VisaV |
| 2.53% | 2.44% | $2,382.3万 | 6.9万股 | $2,136.4万 | 7.1万股 | -1,248股-1.77% | 减仓 |
 摩根大通JPM |
| 2.38% | 2.4% | $2,240.5万 | 6.8万股 | $2,106.4万 | 7.2万股 | -3,158股-4.41% | 减仓 |
 好市多COST |
| 2.37% | 2.79% | $2,229.1万 | 2.4万股 | $2,442.8万 | 2.5万股 | -687股-2.80% | 减仓 |
 微软MSFT |
| 2.24% | 2.41% | $2,105.6万 | 5.6万股 | $2,115.2万 | 5.7万股 | -693股-1.21% | 减仓 |
 艾伯维ABBV |
| 2.01% | 1.94% | $1,892.7万 | 7.5万股 | $1,697.5万 | 7.8万股 | -2,835股-3.63% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 1.91% | 2.11% | $1,795.0万 | 19.5万股 | $1,850.8万 | 20.1万股 | -5,587股-2.79% | 减仓 |
 英伟达NVDA |
| 1.73% | 1.47% | $1,632.7万 | 8.2万股 | $1,286.1万 | 7.4万股 | +7,854股+10.65% | 加仓 |
 礼来LLY |
| 1.66% | 1.36% | $1,561.7万 | 1.3万股 | $1,192.6万 | 1.3万股 | +54股+0.42% | 加仓 |
 埃克森美孚XOM |
| 1.65% | 2.24% | $1,556.2万 | 11.4万股 | $1,965.1万 | 11.6万股 | -2,005股-1.73% | 减仓 |
| N新纪元能源NEE |
| 1.58% | 1.84% | $1,485.3万 | 16.9万股 | $1,609.8万 | 17.3万股 | -4,087股-2.36% | 减仓 |
| Q高通QCOM |
| 1.52% | 1.26% | $1,434.8万 | 7.8万股 | $1,103.0万 | 8.6万股 | -8,004股-9.35% | 减仓 |
 默沙东MRK |
| 1.5% | 1.68% | $1,417.0万 | 11.0万股 | $1,469.3万 | 12.2万股 | -1.2万股-9.72% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.37% | 1.36% | $1,287.7万 | 2.6万股 | $1,191.7万 | 2.5万股 | +865股+3.48% | 加仓 |
 DANAHER DEL COMDHR |
| 1.35% | 1.48% | $1,268.0万 | 6.7万股 | $1,297.1万 | 6.8万股 | -1,847股-2.70% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 1.27% | 1.49% | $1,197.3万 | 12.7万股 | $1,302.3万 | 13.6万股 | -9,847股-7.22% | 减仓 |
 EquinixEQIX |
| 1.27% | 1.38% | $1,193.3万 | 1.1万股 | $1,211.0万 | 1.2万股 | -907股-7.34% | 减仓 |
 伊顿ETN |
| 1.21% | 1.08% | $1,141.3万 | 2.7万股 | $948.8万 | 2.7万股 | +258股+0.97% | 加仓 |
 ServiceNowNOW |
| 1.19% | 1.31% | $1,122.9万 | 11.3万股 | $1,146.5万 | 11.0万股 | +3,439股+3.14% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 1.14% | 1.23% | $1,075.7万 | 18.5万股 | $1,078.5万 | 18.4万股 | +600股+0.33% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 1.11% | 1.16% | $1,048.5万 | 17.8万股 | $1,021.4万 | 17.2万股 | +6,244股+3.64% | 加仓 |
| IiShares安硕信托IQLT |
| 1.1% | 1.06% | $1,037.5万 | 20.9万股 | $926.0万 | 20.0万股 | +9,075股+4.53% | 加仓 |
 标普全球SPGI |
| 1.09% | 1.25% | $1,023.8万 | 2.5万股 | $1,096.4万 | 2.6万股 | -637股-2.47% | 减仓 |
 SterisSTE |
| 1.04% | 1.21% | $980.4万 | 4.7万股 | $1,064.8万 | 4.8万股 | -1,593股-3.31% | 减仓 |
 赛莱默XYL |
| 1.01% | 1.12% | $951.3万 | 8.0万股 | $983.4万 | 8.2万股 | -1,816股-2.21% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.98% | 0.97% | $925.0万 | 2.6万股 | $851.6万 | 3.0万股 | -3,508股-11.82% | 减仓 |
 赛富时CRM |
| 0.98% | 1.28% | $924.0万 | 5.9万股 | $1,124.1万 | 6.0万股 | -1,236股-2.05% | 减仓 |
 新思科技SNPS |
| 0.97% | 0.94% | $910.9万 | 2.0万股 | $827.0万 | 2.1万股 | -437股-2.10% | 减仓 |
 VERISK ANALYTICS COMVRSK |
| 0.89% | 0.99% | $840.7万 | 4.7万股 | $866.7万 | 4.6万股 | +1,153股+2.52% | 加仓 |
 Meta平台META |
| 0.87% | 0.9% | $815.7万 | 1.4万股 | $792.8万 | 1.4万股 | +624股+4.50% | 加仓 |
 艺康ECL |
| 0.85% | 0.91% | $800.2万 | 2.9万股 | $793.6万 | 3.0万股 | -1,112股-3.73% | 减仓 |
 AMERICAN TOWER COMAMT |
| 0.84% | 1.01% | $791.1万 | 4.8万股 | $882.1万 | 5.1万股 | -2,748股-5.38% | 减仓 |
 史赛克SYK |
| 0.82% | 0.92% | $775.4万 | 2.5万股 | $807.2万 | 2.5万股 | +63股+0.26% | 加仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.75% | 0.8% | $705.8万 | 12.2万股 | $701.7万 | 12.2万股 | +285股+0.23% | 加仓 |
 WASTE CONNECTIONSWCN |
| 0.74% | 0.64% | $697.8万 | 4.2万股 | $565.3万 | 3.5万股 | +7,061股+20.29% | 加仓 |
 IDEXX LABS COMIDXX |
| 0.74% | 0.84% | $692.7万 | 1.3万股 | $739.2万 | 1.3万股 | +2股+0.02% | 加仓 |
 明晟MSCI |
| 0.71% | 0.76% | $665.9万 | 1.2万股 | $667.2万 | 1.2万股 | -488股-3.94% | 减仓 |
 泛林集团LRCX |
| 0.7% | 0.38% | $659.2万 | 1.5万股 | $329.7万 | 1.5万股 | -218股-1.41% | 减仓 |
 AMERICAN WTR WKS NEWAWK |
| 0.7% | 0.75% | $657.8万 | 5.0万股 | $661.3万 | 4.9万股 | +1,396股+2.87% | 加仓 |
| IiShares安硕·COREIJR |
| 0.69% | 0.63% | $648.7万 | 4.4万股 | $555.4万 | 4.5万股 | -941股-2.11% | 减仓 |
 IQVIAIQV |
| 0.68% | 0.67% | $642.1万 | 3.3万股 | $585.8万 | 3.4万股 | -1,116股-3.25% | 减仓 |
| PPGIM AAAPAAA |
| 0.65% | 0.6% | $612.0万 | 11.9万股 | $527.4万 | 10.3万股 | +1.6万股+15.83% | 加仓 |
 安费诺APH |
| 0.65% | 0.27% | $608.0万 | 3.4万股 | $232.5万 | 1.8万股 | +1.6万股+87.43% | 加仓 |
| IiShares安硕·COREIJH |
| 0.64% | 0.61% | $600.7万 | 7.8万股 | $539.1万 | 8.0万股 | -1,925股-2.41% | 减仓 |
 CHUBB LIMITEDCB |
| 0.6% | 0.64% | $569.7万 | 1.7万股 | $565.2万 | 1.7万股 | -622股-3.59% | 减仓 |
