 微软MSFT |
| 8.02% | 7.81% | $14.50亿 | 324.0万股 | $13.16亿 | 332.2万股 | -8.2万股-2.47% | 减仓 |
 亚马逊AMZN |
| 6.99% | 6.21% | $12.64亿 | 658.6万股 | $10.46亿 | 652.9万股 | +5.7万股+0.87% | 加仓 |
 万事达MA |
| 5.1% | 5.11% | $9.21亿 | 180.3万股 | $8.60亿 | 192.3万股 | -12.0万股-6.25% | 减仓 |
 可口可乐KO |
| 5.06% | 5.29% | $9.15亿 | 1,405.1万股 | $8.91亿 | 1,433.8万股 | -28.7万股-2.00% | 减仓 |
 芝加哥商品交易所CME |
| 4.36% | 4.82% | $7.88亿 | 344.1万股 | $8.11亿 | 365.7万股 | -21.5万股-5.89% | 减仓 |
 联合健康UNH |
| 4.25% | 4.93% | $7.69亿 | 146.0万股 | $8.30亿 | 149.6万股 | -3.6万股-2.42% | 减仓 |
 BOSTON SCIENTIFIC COMBSX |
| 4.03% | 3.97% | $7.28亿 | 998.3万股 | $6.68亿 | 1,097.5万股 | -99.2万股-9.04% | 减仓 |
 雅培ABT |
| 4% | 4.24% | $7.22亿 | 597.1万股 | $7.15亿 | 616.3万股 | -19.2万股-3.12% | 减仓 |
 MONDELEZ INTL CL AMDLZ |
| 3.98% | 4.47% | $7.19亿 | 967.1万股 | $7.53亿 | 988.4万股 | -21.4万股-2.16% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.68% | 3.69% | $6.65亿 | 411.6万股 | $6.22亿 | 419.6万股 | -8.0万股-1.91% | 减仓 |
| BBECTON DICKINSON & COMBDX |
| 3.31% | 3.14% | $5.98亿 | 227.8万股 | $5.29亿 | 206.0万股 | +21.8万股+10.59% | 加仓 |
| RRB GLOBALRBA |
| 2.98% | 2.78% | $5.38亿 | 666.3万股 | $4.68亿 | 664.9万股 | +1.3万股+0.20% | 加仓 |
 ADOBE COMADBE |
| 2.88% | 2.92% | $5.20亿 | 97.5万股 | $4.92亿 | 78.9万股 | +18.6万股+23.62% | 加仓 |
 VisaV |
| 2.62% | 2.75% | $4.73亿 | 159.6万股 | $4.63亿 | 169.1万股 | -9.5万股-5.59% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 2.59% | 2.63% | $4.69亿 | 326.0万股 | $4.43亿 | 331.8万股 | -5.8万股-1.75% | 减仓 |
| T赛默飞世尔TMO |
| 2.45% | 3.13% | $4.43亿 | 71.9万股 | $5.27亿 | 94.6万股 | -22.7万股-24.02% | 减仓 |
 新思科技SNPS |
| 2.17% | 1.52% | $3.93亿 | 65.0万股 | $2.55亿 | 47.2万股 | +17.8万股+37.62% | 加仓 |
 Vulcan材料VMC |
| 2.02% | 1.98% | $3.66亿 | 125.7万股 | $3.34亿 | 139.8万股 | -14.1万股-10.07% | 减仓 |
 台积电TSM |
| 1.97% | 1.6% | $3.56亿 | 239.7万股 | $2.70亿 | 242.6万股 | -2.9万股-1.18% | 减仓 |
 财捷INTU |
| 1.89% | 1.95% | $3.42亿 | 50.3万股 | $3.28亿 | 50.5万股 | -2,155股-0.43% | 减仓 |
 CASEYS GEN STORESCASY |
| 1.81% | 1.72% | $3.27亿 | 98.2万股 | $2.90亿 | 101.6万股 | -3.4万股-3.39% | 减仓 |
 ServiceNowNOW |
| 1.57% | 1.88% | $2.84亿 | 35.1万股 | $3.17亿 | 42.7万股 | -7.6万股-17.78% | 减仓 |
 BOOKING COMBKNG |
| 1.46% | 1.56% | $2.64亿 | 6.8万股 | $2.63亿 | 7.0万股 | -1,923股-2.73% | 减仓 |
 宣伟SHW |
| 1.43% | 1.4% | $2.58亿 | 69.8万股 | $2.35亿 | 71.6万股 | -1.8万股-2.48% | 减仓 |
 百事可乐PEP |
| 1.39% | 1.72% | $2.51亿 | 136.7万股 | $2.90亿 | 164.0万股 | -27.3万股-16.67% | 减仓 |
 耐克NKE |
| 1.16% | 0.97% | $2.10亿 | 210.3万股 | $1.63亿 | 142.7万股 | +67.6万股+47.36% | 加仓 |
 PROGRESSIVEPGR |
| 1.15% | 1.06% | $2.09亿 | 96.4万股 | $1.78亿 | 107.7万股 | -11.3万股-10.46% | 减仓 |
 科磊KLAC |
| 1.13% | 0.74% | $2.05亿 | 28.5万股 | $1.25亿 | 20.7万股 | +7.8万股+37.57% | 加仓 |
 安费诺APH |
| 1.05% | 0.97% | $1.89亿 | 157.0万股 | $1.63亿 | 157.8万股 | -8,434股-0.53% | 减仓 |
 AMERICAN TOWER COMAMT |
| 0.9% | 0.77% | $1.63亿 | 78.9万股 | $1.30亿 | 58.0万股 | +20.9万股+36.03% | 加仓 |
 联合太平洋铁路UNP |
| 0.89% | — | $1.61亿 | 62.7万股 | $0 | 0股 | +62.7万股 | 新买入 |
 星巴克SBUX |
| 0.83% | — | $1.50亿 | 156.7万股 | $0 | 0股 | +156.7万股 | 新买入 |
 沃尔玛WMT |
| 0.82% | 1.27% | $1.49亿 | 238.1万股 | $2.14亿 | 131.0万股 | +107.1万股+81.78% | 加仓 |
 COMCAST NEW CL ACMCSA |
| 0.79% | 1.09% | $1.43亿 | 315.6万股 | $1.84亿 | 403.5万股 | -87.8万股-21.76% | 减仓 |
 谷歌AGOOGL |
| 0.78% | 0.78% | $1.42亿 | 89.6万股 | $1.32亿 | 90.4万股 | -8,080股-0.89% | 减仓 |
 COPART COMCPRT |
| 0.75% | 0.18% | $1.36亿 | 225.2万股 | $3,051.6万 | 59.9万股 | +165.3万股+276.09% | 加仓 |
| YYUM CHINAYUMC |
| 0.75% | 0.71% | $1.35亿 | 316.9万股 | $1.20亿 | 267.2万股 | +49.7万股+18.60% | 加仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 0.74% | 0.79% | $1.35亿 | 82.9万股 | $1.33亿 | 81.1万股 | +1.8万股+2.18% | 加仓 |
 ZOETIS CL AZTS |
| 0.72% | — | $1.30亿 | 73.7万股 | $0 | 0股 | +73.7万股 | 新买入 |
 伯克希尔哈撒韦BRK.A |
| 0.61% | 0.93% | $1.11亿 | 162股 | $1.57亿 | 271股 | -109股-40.22% | 减仓 |
| HHDFC BANKHDB |
| 0.61% | 0.63% | $1.10亿 | 147.2万股 | $1.06亿 | 115.6万股 | +31.6万股+27.34% | 加仓 |
 家得宝HD |
| 0.6% | 0.58% | $1.09亿 | 27.2万股 | $9,836.0万 | 27.3万股 | -1,140股-0.42% | 减仓 |
 GRACOGGG |
| 0.59% | 0.58% | $1.08亿 | 110.1万股 | $9,773.7万 | 108.4万股 | +1.7万股+1.53% | 加仓 |
 HERSHEY COMHSY |
| 0.59% | 0.9% | $1.06亿 | 52.2万股 | $1.52亿 | 78.2万股 | -26.0万股-33.22% | 减仓 |
 直觉外科ISRG |
| 0.37% | 0.34% | $6,765.1万 | 15.9万股 | $5,797.2万 | 16.3万股 | -3,878股-2.38% | 减仓 |
 埃森哲ACN |
| 0.32% | 0.18% | $5,810.7万 | 16.8万股 | $3,021.4万 | 8.9万股 | +7.9万股+88.70% | 加仓 |
 FOMENTO ECONOMICO MEXICANO SFMX |
| 0.29% | 0.27% | $5,304.4万 | 41.6万股 | $4,583.9万 | 36.3万股 | +5.3万股+14.64% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.26% | 0.4% | $4,679.6万 | 11.4万股 | $6,698.7万 | 19.3万股 | -7.9万股-40.95% | 减仓 |
 MERCADOLIBRE COMMELI |
| 0.21% | 0.21% | $3,770.9万 | 2.5万股 | $3,564.3万 | 2.3万股 | +2,064股+8.81% | 加仓 |
 梅特勒托利多MTD |
| 0.17% | 0.17% | $3,116.7万 | 2.3万股 | $2,885.0万 | 2.4万股 | -374股-1.57% | 减仓 |
