 苹果AAPL |
| 5.36% | 5.73% | $1.44亿 | 49.8万股 | $1.32亿 | 51.9万股 | -2.1万股-4.05% | 减仓 |
 科磊KLAC |
| 4.12% | 2.7% | $1.11亿 | 36.7万股 | $6,209.0万 | 4.2万股 | +32.5万股+770.33% | 加仓 |
 博通AVGO |
| 3.74% | 3.84% | $1.01亿 | 26.6万股 | $8,815.1万 | 28.5万股 | -1.8万股-6.49% | 减仓 |
 安费诺APH |
| 3.39% | 2.81% | $9,105.7万 | 51.6万股 | $6,450.6万 | 51.1万股 | +5,890股+1.15% | 加仓 |
| AADVISORS SER TRLCLG |
| 2.95% | 2.79% | $7,934.7万 | 104.5万股 | $6,412.3万 | 108.6万股 | -4.1万股-3.77% | 减仓 |
 亚马逊AMZN |
| 2.89% | 2.97% | $7,780.2万 | 32.6万股 | $6,816.4万 | 32.7万股 | -855股-0.26% | 减仓 |
 美光科技MU |
| 2.76% | 1.08% | $7,410.7万 | 6.4万股 | $2,485.2万 | 7.4万股 | -9,359股-12.72% | 减仓 |
| FFLEXFLEX |
| 2.64% | 1.32% | $7,092.3万 | 43.8万股 | $3,042.1万 | 46.5万股 | -2.7万股-5.84% | 减仓 |
 微软MSFT |
| 2.2% | 2.62% | $5,923.4万 | 15.9万股 | $6,007.1万 | 16.2万股 | -3,484股-2.15% | 减仓 |
 谷歌AGOOGL |
| 1.71% | 1.62% | $4,598.8万 | 12.9万股 | $3,728.1万 | 13.0万股 | -960股-0.74% | 减仓 |
 万事达MA |
| 1.7% | 1.94% | $4,558.2万 | 8.9万股 | $4,464.5万 | 8.9万股 | -602股-0.67% | 减仓 |
 Meta平台META |
| 1.63% | 1.94% | $4,378.5万 | 7.8万股 | $4,455.3万 | 7.8万股 | -143股-0.18% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.62% | 1.64% | $4,345.2万 | 12.3万股 | $3,774.7万 | 13.2万股 | -8,608股-6.54% | 减仓 |
| AAPPLOVINAPP |
| 1.58% | 1.43% | $4,245.0万 | 8.2万股 | $3,288.7万 | 8.3万股 | -240股-0.29% | 减仓 |
 WILLIAMS SONOMAWSM |
| 1.44% | 1.33% | $3,872.5万 | 16.6万股 | $3,052.2万 | 16.7万股 | -1,271股-0.76% | 减仓 |
 UNITED RENTALSURI |
| 1.4% | 1.06% | $3,758.7万 | 3.3万股 | $2,423.5万 | 3.3万股 | -86股-0.26% | 减仓 |
| SSTERLING INFRASTRUCTURESTRL |
| 1.37% | 0.78% | $3,692.8万 | 4.4万股 | $1,799.0万 | 4.4万股 | -176股-0.40% | 减仓 |
 礼来LLY |
| 1.24% | 1.12% | $3,333.3万 | 2.8万股 | $2,564.0万 | 2.8万股 | -86股-0.31% | 减仓 |
 NETFLIXNFLX |
| 1.24% | 1.96% | $3,322.7万 | 46.5万股 | $4,499.9万 | 46.8万股 | -2,650股-0.57% | 减仓 |
| FFASTENAL COMFAST |
| 1.23% | 1.4% | $3,315.6万 | 69.0万股 | $3,211.1万 | 69.2万股 | -1,724股-0.25% | 减仓 |
| DDICKS SPORTING GOODSDKS |
| 1.22% | 1.26% | $3,290.6万 | 14.5万股 | $2,888.4万 | 14.6万股 | -583股-0.40% | 减仓 |
 Arista网络ANET |
| 1.06% | 0.9% | $2,855.5万 | 16.8万股 | $2,069.4万 | 16.9万股 | -460股-0.27% | 减仓 |
 宣伟SHW |
| 0.89% | 0.97% | $2,393.1万 | 7.0万股 | $2,235.0万 | 7.0万股 | -221股-0.32% | 减仓 |
 CINTAS COMCTAS |
| 0.86% | 1% | $2,298.6万 | 13.5万股 | $2,290.1万 | 13.5万股 | -248股-0.18% | 减仓 |
 卡特彼勒CAT |
| 0.85% | 0.67% | $2,297.4万 | 2.2万股 | $1,528.4万 | 2.2万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.84% | 0.9% | $2,260.3万 | 6.9万股 | $2,074.2万 | 7.1万股 | -1,459股-2.07% | 减仓 |
 梅特勒托利多MTD |
| 0.79% | 0.92% | $2,123.6万 | 1.7万股 | $2,103.2万 | 1.7万股 | -53股-0.32% | 减仓 |
 雪佛龙CVX |
| 0.75% | 1.11% | $2,016.2万 | 12.2万股 | $2,561.1万 | 12.4万股 | -2,147股-1.73% | 减仓 |
 BURLINGTON STORES COMBURL |
| 0.74% | 0.9% | $1,995.9万 | 6.3万股 | $2,055.8万 | 6.3万股 | -182股-0.29% | 减仓 |
 默沙东MRK |
| 0.74% | 0.81% | $1,995.5万 | 15.5万股 | $1,867.2万 | 15.5万股 | +65股+0.04% | 加仓 |
 OLD DOMINION FREIGHT LINE INODFL |
| 0.74% | 0.78% | $1,981.6万 | 9.1万股 | $1,793.9万 | 9.2万股 | -319股-0.35% | 减仓 |
 艾伯维ABBV |
| 0.72% | 0.74% | $1,942.2万 | 7.7万股 | $1,709.4万 | 7.9万股 | -1,414股-1.80% | 减仓 |
 壳牌SHEL |
| 0.7% | 0.95% | $1,887.7万 | 24.3万股 | $2,172.5万 | 23.4万股 | +9,853股+4.22% | 加仓 |
 LINCOLN ELECLECO |
| 0.68% | 0.75% | $1,825.3万 | 6.9万股 | $1,718.1万 | 6.9万股 | -230股-0.33% | 减仓 |
 英伟达NVDA |
| 0.67% | 0.69% | $1,809.4万 | 9.0万股 | $1,592.1万 | 9.1万股 | -856股-0.94% | 减仓 |
| IIBMIBM |
| 0.66% | 0.67% | $1,777.5万 | 6.3万股 | $1,531.6万 | 6.3万股 | +20股+0.03% | 加仓 |
 家得宝HD |
| 0.62% | 0.64% | $1,678.0万 | 4.8万股 | $1,474.5万 | 4.5万股 | +2,746股+6.12% | 加仓 |
 思科CSCO |
| 0.61% | 0.49% | $1,644.9万 | 14.0万股 | $1,135.2万 | 14.6万股 | -6,273股-4.29% | 减仓 |
 伊顿ETN |
| 0.61% | 0.5% | $1,632.6万 | 3.8万股 | $1,142.8万 | 3.2万股 | +6,363股+19.91% | 加仓 |
 强生JNJ |
| 0.59% | 0.67% | $1,588.6万 | 6.3万股 | $1,550.0万 | 6.3万股 | -860股-1.36% | 减仓 |
 星巴克SBUX |
| 0.59% | 0.61% | $1,586.8万 | 15.5万股 | $1,394.9万 | 15.6万股 | -422股-0.27% | 减仓 |
 天弘CLS |
| 0.58% | 0.5% | $1,567.1万 | 4.3万股 | $1,153.0万 | 4.1万股 | +2,024股+4.94% | 加仓 |
 TEXAS ROADHOUSE CLASS ATXRH |
| 0.58% | 0.58% | $1,550.4万 | 8.0万股 | $1,329.2万 | 8.0万股 | -253股-0.31% | 减仓 |
 哈勃HUBB |
| 0.57% | 0.63% | $1,534.6万 | 2.9万股 | $1,446.4万 | 2.9万股 | -142股-0.48% | 减仓 |
| LLITHIA MTRSLAD |
| 0.56% | 0.57% | $1,515.9万 | 5.2万股 | $1,306.1万 | 5.2万股 | -121股-0.23% | 减仓 |
 沃特世WAT |
| 0.55% | 0.51% | $1,467.2万 | 3.9万股 | $1,167.3万 | 3.9万股 | -79股-0.20% | 减仓 |
 万豪MAR |
| 0.54% | 0.56% | $1,456.9万 | 3.9万股 | $1,292.2万 | 4.0万股 | -194股-0.49% | 减仓 |
 UBIQUITIUI |
| 0.52% | 0.9% | $1,396.6万 | 2.6万股 | $2,075.7万 | 2.6万股 | -112股-0.43% | 减仓 |
 宝洁PG |
| 0.51% | 0.6% | $1,384.3万 | 9.4万股 | $1,372.6万 | 9.5万股 | -631股-0.66% | 减仓 |
 NORDSONNDSN |
| 0.51% | 0.53% | $1,376.7万 | 4.6万股 | $1,216.3万 | 4.6万股 | -81股-0.18% | 减仓 |
