 苹果AAPL |
| 4.99% | 4.78% | $1,455.8万 | 5.0万股 | $1,267.3万 | 5.0万股 | +377股+0.75% | 加仓 |
 微软MSFT |
| 3.94% | 4.3% | $1,149.7万 | 3.1万股 | $1,141.6万 | 3.1万股 | -18股-0.06% | 减仓 |
 谷歌AGOOGL |
| 3.81% | 3.42% | $1,110.5万 | 3.1万股 | $906.6万 | 3.2万股 | -453股-1.44% | 减仓 |
 亚马逊AMZN |
| 3.24% | 3.1% | $944.6万 | 4.0万股 | $823.4万 | 4.0万股 | +100股+0.25% | 加仓 |
 泛林集团LRCX |
| 3.1% | 1.72% | $904.2万 | 2.1万股 | $456.0万 | 2.1万股 | -474股-2.22% | 减仓 |
 德州仪器TXN |
| 2.29% | 1.93% | $668.0万 | 2.2万股 | $512.9万 | 2.6万股 | -4,008股-15.17% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.12% | 2.25% | $617.3万 | 1.2万股 | $596.7万 | 1.2万股 | -116股-0.93% | 减仓 |
 家得宝HD |
| 2.05% | 2.16% | $596.5万 | 1.7万股 | $574.1万 | 1.7万股 | -544股-3.12% | 减仓 |
 强生JNJ |
| 2.01% | 2.14% | $587.1万 | 2.3万股 | $569.1万 | 2.3万股 | -167股-0.72% | 减仓 |
 飞塔FTNT |
| 1.93% | 1.73% | $562.3万 | 3.7万股 | $458.9万 | 5.6万股 | -2.0万股-34.81% | 减仓 |
 安费诺APH |
| 1.92% | 1.53% | $559.4万 | 3.2万股 | $404.9万 | 3.2万股 | -317股-0.99% | 减仓 |
| WWATSCOWSO |
| 1.77% | 1.7% | $517.3万 | 1.2万股 | $452.2万 | 1.2万股 | -16股-0.13% | 减仓 |
 英伟达NVDA |
| 1.76% | 1.57% | $512.6万 | 2.6万股 | $416.0万 | 2.4万股 | +1,764股+7.40% | 加仓 |
 雪佛龙CVX |
| 1.75% | 2.41% | $509.5万 | 3.1万股 | $639.5万 | 3.1万股 | -173股-0.56% | 减仓 |
 VisaV |
| 1.73% | 1.69% | $504.5万 | 1.5万股 | $449.6万 | 1.5万股 | -168股-1.13% | 减仓 |
 摩根大通JPM |
| 1.72% | 1.69% | $501.8万 | 1.5万股 | $448.3万 | 1.5万股 | +92股+0.60% | 加仓 |
 百事可乐PEP |
| 1.56% | 2.19% | $455.0万 | 3.4万股 | $582.1万 | 3.7万股 | -3,882股-10.36% | 减仓 |
 罗克韦尔自动化ROK |
| 1.53% | 1.15% | $446.5万 | 9,019股 | $306.2万 | 8,533股 | +486股+5.70% | 加仓 |
 ICON PUB LTD COICLR |
| 1.51% | 0.89% | $440.8万 | 2.5万股 | $235.5万 | 2.1万股 | +4,088股+19.21% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.49% | 1.33% | $435.5万 | 1.2万股 | $352.0万 | 1.2万股 | +55股+0.45% | 加仓 |
| GGUIDEWIRE SOFTWAREGWRE |
| 1.49% | 1.95% | $435.4万 | 3.5万股 | $518.7万 | 3.5万股 | +700股+2.02% | 加仓 |
 美国运通AXP |
| 1.44% | 1.49% | $418.7万 | 1.2万股 | $394.8万 | 1.3万股 | -674股-5.16% | 减仓 |
 汽车地带AZO |
| 1.4% | 1.63% | $409.1万 | 1,280股 | $431.3万 | 1,277股 | +3股+0.23% | 加仓 |
 南方电力SO |
| 1.39% | 1.54% | $406.5万 | 4.2万股 | $409.8万 | 4.2万股 | +22股+0.05% | 加仓 |
 COOPER COSCOO |
| 1.39% | 1.55% | $404.6万 | 5.6万股 | $411.2万 | 5.8万股 | -1,090股-1.90% | 减仓 |
 雷蒙德詹姆斯RJF |
| 1.37% | 1.44% | $399.2万 | 2.6万股 | $381.8万 | 2.6万股 | -112股-0.42% | 减仓 |
 AON SHS CL AAON |
| 1.35% | 1.47% | $394.8万 | 1.2万股 | $390.0万 | 1.2万股 | -181股-1.50% | 减仓 |
 CASEYS GEN STORESCASY |
| 1.27% | 1.72% | $371.3万 | 4,671股 | $455.9万 | 6,263股 | -1,592股-25.42% | 减仓 |
 贝莱德·INC COMBLK |
| 1.21% | 1.34% | $351.9万 | 3,660股 | $355.8万 | 3,700股 | -40股-1.08% | 减仓 |
 沃尔玛WMT |
| 1.2% | 1.48% | $350.2万 | 3.1万股 | $393.1万 | 3.2万股 | -705股-2.23% | 减仓 |
| SSPS COMMSPSC |
| 1.13% | 1.2% | $329.4万 | 5.8万股 | $319.7万 | 5.7万股 | +192股+0.33% | 加仓 |
| FFiservFISV |
| 1.12% | 1.45% | $326.6万 | 6.7万股 | $384.8万 | 6.9万股 | -2,387股-3.46% | 减仓 |
 伊顿ETN |
| 1.1% | 1% | $319.9万 | 7,508股 | $265.8万 | 7,431股 | +77股+1.04% | 加仓 |
 REPUBLIC SVCSRSG |
| 1.07% | 1.23% | $311.7万 | 1.5万股 | $325.2万 | 1.5万股 | -221股-1.49% | 减仓 |
 威瑞森VZ |
| 1.06% | 0.45% | $308.7万 | 7.3万股 | $118.9万 | 2.4万股 | +4.9万股+207.70% | 加仓 |
 戴蒙德能源FANG |
| 1.03% | 1.32% | $300.8万 | 1.7万股 | $349.1万 | 1.8万股 | -537股-3.04% | 减仓 |
 RPM INTLRPM |
| 1.02% | 1.01% | $298.8万 | 2.7万股 | $268.6万 | 2.7万股 | -132股-0.49% | 减仓 |
 ZOETIS CL AZTS |
| 1% | 0.78% | $290.8万 | 4.0万股 | $207.5万 | 1.8万股 | +2.3万股+130.57% | 加仓 |
 HORMEL FOODSHRL |
| 0.99% | 0.78% | $288.9万 | 11.6万股 | $206.0万 | 9.1万股 | +2.5万股+27.99% | 加仓 |
| RROLLINS COMROL |
| 0.99% | 0.96% | $287.5万 | 6.9万股 | $255.7万 | 4.8万股 | +2.1万股+43.85% | 加仓 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 0.98% | 0.91% | $287.1万 | 6,366股 | $241.4万 | 4,619股 | +1,747股+37.82% | 加仓 |
| TTyler科技TYL |
| 0.98% | 1.26% | $286.6万 | 9,798股 | $334.0万 | 9,756股 | +42股+0.43% | 加仓 |
 COPART COMCPRT |
| 0.97% | 0.95% | $283.9万 | 10.1万股 | $253.4万 | 7.6万股 | +2.4万股+31.95% | 加仓 |
 空气化工APD |
| 0.92% | 1.14% | $267.2万 | 9,112股 | $301.6万 | 1.0万股 | -1,269股-12.22% | 减仓 |
 AMETEK COMAME |
| 0.9% | 0.89% | $261.5万 | 1.1万股 | $235.2万 | 1.1万股 | -162股-1.48% | 减仓 |
 YUM BRANDS COMYUM |
| 0.87% | 0.94% | $253.6万 | 1.6万股 | $248.6万 | 1.6万股 | -125股-0.78% | 减仓 |
| SSITEONE LANDSCAPE SUPPLYSITE |
| 0.86% | 0.72% | $250.9万 | 2.2万股 | $191.7万 | 1.4万股 | +7,527股+52.26% | 加仓 |
| HHF SINCLAIRDINO |
| 0.85% | 0.87% | $246.7万 | 3.5万股 | $231.6万 | 3.7万股 | -1,711股-4.61% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.82% | 0.82% | $239.4万 | 3,205股 | $218.2万 | 3,355股 | -150股-4.47% | 减仓 |
 TRACTOR SUPPLY COMTSCO |
| 0.78% | 0.82% | $227.2万 | 7.2万股 | $217.9万 | 4.8万股 | +2.4万股+49.38% | 加仓 |
