 HEICOHEI |
| 2.83% | 2.24% | $3,713.3万 | 14.4万股 | $2,668.7万 | 12.6万股 | +1.8万股+13.88% | 加仓 |
 VERALTO COM SHSVLTO |
| 2.82% | 2.33% | $3,700.7万 | 41.7万股 | $2,781.1万 | 31.5万股 | +10.3万股+32.68% | 加仓 |
| QQIAGENQGEN |
| 2.54% | — | $3,329.8万 | 85.2万股 | $0 | 0股 | +85.2万股 | 新买入 |
 AMERICAN TOWER COMAMT |
| 2.47% | 0.61% | $3,242.7万 | 19.8万股 | $722.0万 | 4.2万股 | +15.6万股+373.88% | 加仓 |
 福克斯FOXA |
| 2.42% | 2.82% | $3,176.5万 | 67.8万股 | $3,356.1万 | 63.2万股 | +4.6万股+7.30% | 加仓 |
 POOLPOOL |
| 2.4% | 2.73% | $3,145.4万 | 14.6万股 | $3,255.1万 | 16.1万股 | -1.5万股-9.02% | 减仓 |
 微软MSFT |
| 2.33% | 1.43% | $3,053.3万 | 8.2万股 | $1,699.8万 | 4.6万股 | +3.6万股+78.25% | 加仓 |
 FERGUSON ENTERPRISESFERG |
| 2.16% | 1.96% | $2,831.3万 | 11.9万股 | $2,340.3万 | 10.0万股 | +1.9万股+18.90% | 加仓 |
 COOPER COSCOO |
| 2.11% | 0.68% | $2,775.4万 | 38.7万股 | $809.1万 | 11.3万股 | +27.4万股+242.03% | 加仓 |
 HERSHEY COMHSY |
| 2.1% | 1.63% | $2,753.3万 | 15.7万股 | $1,935.9万 | 9.3万股 | +6.4万股+68.52% | 加仓 |
 亚马逊AMZN |
| 2.07% | 2.17% | $2,711.8万 | 11.4万股 | $2,580.2万 | 12.4万股 | -1.0万股-8.16% | 减仓 |
 联合太平洋铁路UNP |
| 1.99% | 3.24% | $2,606.1万 | 9.6万股 | $3,864.3万 | 15.9万股 | -6.3万股-39.84% | 减仓 |
 IDEXIEX |
| 1.84% | 3.24% | $2,413.0万 | 10.6万股 | $3,863.5万 | 20.4万股 | -9.8万股-47.84% | 减仓 |
| BBENTLEY SYSBSY |
| 1.79% | 1.1% | $2,351.0万 | 78.7万股 | $1,315.3万 | 37.5万股 | +41.2万股+110.01% | 加仓 |
 沃特世WAT |
| 1.73% | — | $2,276.7万 | 6.1万股 | $0 | 0股 | +6.1万股 | 新买入 |
 万豪MAR |
| 1.72% | 0.41% | $2,262.5万 | 6.1万股 | $484.1万 | 1.5万股 | +4.6万股+312.45% | 加仓 |
 艺康ECL |
| 1.6% | 0.66% | $2,099.0万 | 7.5万股 | $787.3万 | 3.0万股 | +4.6万股+154.54% | 加仓 |
| CCBRE CL ACBRE |
| 1.58% | 3.25% | $2,078.8万 | 14.8万股 | $3,865.4万 | 26.6万股 | -11.8万股-44.38% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 1.56% | 1.76% | $2,043.5万 | 16.6万股 | $2,095.3万 | 13.3万股 | +3.3万股+24.60% | 加仓 |
 DESCARTES SYSDSGX |
| 1.54% | 2.36% | $2,022.0万 | 29.2万股 | $2,806.0万 | 39.2万股 | -10.0万股-25.49% | 减仓 |
 FORTIVE COMFTV |
| 1.51% | 1.94% | $1,987.6万 | 32.5万股 | $2,314.5万 | 41.9万股 | -9.3万股-22.29% | 减仓 |
| TTOLL BROTHERSTOL |
| 1.44% | — | $1,890.7万 | 11.5万股 | $0 | 0股 | +11.5万股 | 新买入 |
 TradewebTW |
| 1.42% | 1.01% | $1,868.3万 | 18.7万股 | $1,203.5万 | 10.2万股 | +8.5万股+83.27% | 加仓 |
| AAPPFOLIOAPPF |
| 1.42% | 1.77% | $1,864.1万 | 11.6万股 | $2,110.1万 | 13.4万股 | -1.7万股-13.05% | 减仓 |
 LOWES COS COMLOW |
| 1.42% | 0.73% | $1,860.5万 | 8.4万股 | $871.1万 | 3.7万股 | +4.8万股+128.87% | 加仓 |
 RPM INTLRPM |
| 1.42% | — | $1,858.8万 | 16.7万股 | $0 | 0股 | +16.7万股 | 新买入 |
 MSA安全MSA |
| 1.41% | — | $1,857.1万 | 10.6万股 | $0 | 0股 | +10.6万股 | 新买入 |
 麦当劳MCD |
| 1.41% | 0.04% | $1,848.4万 | 6.8万股 | $53.0万 | 1,704股 | +6.7万股+3,913.03% | 加仓 |
 ADPADP |
| 1.41% | 1.52% | $1,845.2万 | 8.2万股 | $1,813.6万 | 8.9万股 | -6,869股-7.70% | 减仓 |
 鲍尔公司BALL |
| 1.4% | 0.45% | $1,843.6万 | 29.5万股 | $534.9万 | 9.0万股 | +20.5万股+226.50% | 加仓 |
| MMARKETAXESSMKTX |
| 1.34% | 2.22% | $1,765.0万 | 15.6万股 | $2,639.1万 | 16.0万股 | -4,444股-2.78% | 减仓 |
 直觉外科ISRG |
| 1.3% | — | $1,706.0万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
| PPROCORE TECHNOLOGIESPCOR |
| 1.27% | 0.21% | $1,664.0万 | 41.0万股 | $253.1万 | 4.4万股 | +36.5万股+822.59% | 加仓 |
 英伟达NVDA |
| 1.25% | 1.13% | $1,647.2万 | 8.2万股 | $1,342.8万 | 7.7万股 | +5,328股+6.92% | 加仓 |
 杜克能源DUK |
| 1.21% | 0.53% | $1,583.5万 | 12.5万股 | $634.2万 | 4.8万股 | +7.7万股+158.26% | 加仓 |
 特灵科技TT |
| 1.2% | 1.89% | $1,570.8万 | 3.2万股 | $2,247.1万 | 5.4万股 | -2.2万股-40.69% | 减仓 |
| MMANHATTAN ASSOCIATESMANH |
| 1.13% | 0.8% | $1,487.1万 | 10.7万股 | $957.3万 | 7.2万股 | +3.5万股+48.50% | 加仓 |
| FFACTSET RESH SYSFDS |
| 1.13% | 1.21% | $1,487.0万 | 6.5万股 | $1,446.3万 | 6.7万股 | -2,022股-3.03% | 减仓 |
 ICON PUB LTD COICLR |
| 1.1% | — | $1,447.6万 | 8.3万股 | $0 | 0股 | +8.3万股 | 新买入 |
 LINCOLN ELECLECO |
| 1.06% | — | $1,385.8万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
 CARRIER GLOBALCARR |
| 1.05% | — | $1,380.5万 | 18.8万股 | $0 | 0股 | +18.8万股 | 新买入 |
 摩根大通JPM |
| 1.05% | 0.59% | $1,380.0万 | 4.2万股 | $696.8万 | 2.4万股 | +1.8万股+77.97% | 加仓 |
 可口可乐KO |
| 1.02% | — | $1,343.0万 | 16.5万股 | $0 | 0股 | +16.5万股 | 新买入 |
 REVVITYRVTY |
| 0.93% | — | $1,221.2万 | 11.0万股 | $0 | 0股 | +11.0万股 | 新买入 |
 万事达MA |
| 0.92% | 1.3% | $1,208.0万 | 2.4万股 | $1,544.8万 | 3.1万股 | -7,398股-23.93% | 减仓 |
 APTARGROUPATR |
| 0.86% | 1.2% | $1,131.4万 | 9.0万股 | $1,433.8万 | 11.4万股 | -2.3万股-20.58% | 减仓 |
 OLD DOMINION FREIGHT LINE INODFL |
| 0.86% | 0.64% | $1,122.9万 | 5.2万股 | $758.1万 | 3.9万股 | +1.3万股+33.63% | 加仓 |
 固安捷GWW |
| 0.85% | — | $1,118.7万 | 8,223股 | $0 | 0股 | +8,223股 | 新买入 |
 ARAMARKARMK |
| 0.85% | — | $1,116.2万 | 19.6万股 | $0 | 0股 | +19.6万股 | 新买入 |
 MONDELEZ INTL CL AMDLZ |
| 0.84% | — | $1,096.9万 | 19.0万股 | $0 | 0股 | +19.0万股 | 新买入 |
