| S道富SPYM |
| 23.01% | 21.13% | $58.33亿 | 6,639.8万股 | $50.82亿 | 6,639.8万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 4.25% | 8.69% | $10.77亿 | 157.0万股 | $20.89亿 | 349.5万股 | -192.6万股-55.09% | 减仓 |
| IiShares安硕信托IVV |
| 3.8% | 8.24% | $9.63亿 | 128.4万股 | $19.81亿 | 303.4万股 | -175.0万股-57.68% | 减仓 |
 英伟达NVDA |
| 3.3% | 3.07% | $8.37亿 | 419.0万股 | $7.37亿 | 422.9万股 | -3.9万股-0.93% | 减仓 |
 亚马逊AMZN |
| 3.16% | 2.77% | $8.00亿 | 336.0万股 | $6.66亿 | 319.7万股 | +16.3万股+5.11% | 加仓 |
 微软MSFT |
| 2.66% | 2.82% | $6.75亿 | 181.1万股 | $6.79亿 | 183.5万股 | -2.4万股-1.28% | 减仓 |
 苹果AAPL |
| 2.63% | 2.51% | $6.68亿 | 231.0万股 | $6.05亿 | 238.3万股 | -7.3万股-3.07% | 减仓 |
 科磊KLAC |
| 1.87% | 0.84% | $4.74亿 | 157.3万股 | $2.01亿 | 13.7万股 | +143.7万股+1,050.93% | 加仓 |
 VisaV |
| 1.32% | 1.21% | $3.34亿 | 97.5万股 | $2.91亿 | 96.2万股 | +1.3万股+1.31% | 加仓 |
 谷歌AGOOGL |
| 1.28% | 1.11% | $3.24亿 | 90.7万股 | $2.67亿 | 92.9万股 | -2.1万股-2.28% | 减仓 |
 安费诺APH |
| 1.26% | 0.91% | $3.21亿 | 181.8万股 | $2.20亿 | 174.0万股 | +7.8万股+4.50% | 加仓 |
| FFASTENAL COMFAST |
| 1.13% | 1.15% | $2.88亿 | 598.9万股 | $2.76亿 | 595.4万股 | +3.4万股+0.58% | 加仓 |
 FERGUSON ENTERPRISESFERG |
| 1.13% | 1.15% | $2.87亿 | 120.8万股 | $2.76亿 | 118.3万股 | +2.5万股+2.09% | 加仓 |
 博通AVGO |
| 1.13% | 0.99% | $2.86亿 | 75.7万股 | $2.37亿 | 76.6万股 | -9,060股-1.18% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.12% | 0.97% | $2.84亿 | 80.3万股 | $2.34亿 | 81.5万股 | -1.2万股-1.45% | 减仓 |
 强生JNJ |
| 1.02% | 1.01% | $2.58亿 | 101.4万股 | $2.43亿 | 99.2万股 | +2.2万股+2.20% | 加仓 |
 美光科技MU |
| 0.93% | 0.27% | $2.36亿 | 20.5万股 | $6,585.7万 | 19.5万股 | +9,782股+5.01% | 加仓 |
 特斯拉TSLA |
| 0.88% | 0.72% | $2.24亿 | 53.2万股 | $1.74亿 | 46.7万股 | +6.6万股+14.05% | 加仓 |
 美敦力MDT |
| 0.79% | 0.88% | $1.99亿 | 254.9万股 | $2.12亿 | 245.1万股 | +9.7万股+3.97% | 加仓 |
 Meta平台META |
| 0.79% | 0.85% | $1.99亿 | 35.4万股 | $2.03亿 | 35.6万股 | -2,024股-0.57% | 减仓 |
 高露洁CL |
| 0.79% | 0.78% | $1.99亿 | 217.2万股 | $1.88亿 | 220.1万股 | -2.9万股-1.31% | 减仓 |
 伊顿ETN |
| 0.74% | 0.09% | $1.86亿 | 43.7万股 | $2,247.5万 | 6.3万股 | +37.5万股+596.42% | 加仓 |
 宝洁PG |
| 0.7% | 0.72% | $1.77亿 | 121.1万股 | $1.72亿 | 119.3万股 | +1.8万股+1.51% | 加仓 |
 AON SHS CL AAON |
| 0.68% | 0.67% | $1.73亿 | 52.1万股 | $1.62亿 | 50.2万股 | +1.8万股+3.64% | 加仓 |
 AMD超威AMD |
| 0.67% | 0.22% | $1.69亿 | 29.2万股 | $5,362.7万 | 26.4万股 | +2.8万股+10.62% | 加仓 |
 礼来LLY |
| 0.66% | 0.54% | $1.68亿 | 14.0万股 | $1.30亿 | 14.1万股 | -1,672股-1.18% | 减仓 |
 汽车地带AZO |
| 0.6% | 0.66% | $1.51亿 | 4.7万股 | $1.58亿 | 4.7万股 | +418股+0.89% | 加仓 |
| RROLLINS COMROL |
| 0.58% | 0.7% | $1.48亿 | 353.7万股 | $1.67亿 | 313.1万股 | +40.5万股+12.94% | 加仓 |
 标普全球SPGI |
| 0.58% | 0.62% | $1.47亿 | 36.1万股 | $1.48亿 | 34.8万股 | +1.3万股+3.77% | 加仓 |
 思科CSCO |
| 0.57% | 0.22% | $1.44亿 | 122.3万股 | $5,325.3万 | 68.6万股 | +53.7万股+78.17% | 加仓 |
 摩根大通JPM |
| 0.56% | 0.55% | $1.42亿 | 43.5万股 | $1.33亿 | 45.3万股 | -1.8万股-3.99% | 减仓 |
 YUM BRANDS COMYUM |
| 0.55% | 0.63% | $1.38亿 | 86.4万股 | $1.52亿 | 97.5万股 | -11.1万股-11.34% | 减仓 |
 OTIS WORLDWIDEOTIS |
| 0.5% | 0.57% | $1.26亿 | 175.9万股 | $1.36亿 | 176.7万股 | -7,996股-0.45% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.46% | 0.62% | $1.17亿 | 95.1万股 | $1.49亿 | 94.7万股 | +4,234股+0.45% | 加仓 |
 VERISK ANALYTICS COMVRSK |
| 0.46% | 0.51% | $1.17亿 | 65.0万股 | $1.22亿 | 64.3万股 | +6,846股+1.06% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.44% | 0.44% | $1.10亿 | 22.1万股 | $1.06亿 | 22.2万股 | -1,124股-0.51% | 减仓 |
 家得宝HD |
| 0.43% | 0.73% | $1.09亿 | 30.8万股 | $1.75亿 | 53.1万股 | -22.3万股-42.00% | 减仓 |
 应用材料AMAT |
| 0.43% | 0.2% | $1.09亿 | 15.0万股 | $4,813.2万 | 14.1万股 | +9,157股+6.50% | 加仓 |
 英特尔INTC |
| 0.42% | 0.15% | $1.06亿 | 76.0万股 | $3,615.0万 | 81.9万股 | -5.9万股-7.18% | 减仓 |
 泛林集团LRCX |
| 0.4% | 0.2% | $1.02亿 | 23.6万股 | $4,768.5万 | 22.3万股 | +1.3万股+5.91% | 加仓 |
| AAPPLOVINAPP |
| 0.36% | 0.26% | $9,098.3万 | 17.7万股 | $6,202.8万 | 15.6万股 | +2.1万股+13.38% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.35% | 0.61% | $8,884.3万 | 23.7万股 | $1.46亿 | 52.4万股 | -28.8万股-54.85% | 减仓 |
 FERRARI COMRACE |
| 0.35% | 0.32% | $8,753.9万 | 23.6万股 | $7,658.8万 | 22.9万股 | +6,956股+3.03% | 加仓 |
 NubankNU |
| 0.34% | 0.41% | $8,618.7万 | 644.9万股 | $9,852.8万 | 685.4万股 | -40.5万股-5.92% | 减仓 |
 CloudflareNET |
| 0.32% | 0.25% | $8,112.6万 | 33.1万股 | $6,115.6万 | 29.6万股 | +3.4万股+11.56% | 加仓 |
 盎格鲁黄金AU |
| 0.31% | 0.27% | $7,821.8万 | 96.7万股 | $6,462.0万 | 66.3万股 | +30.4万股+45.85% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.31% | 0.19% | $7,821.4万 | 17.0万股 | $4,629.4万 | 9.5万股 | +7.5万股+78.39% | 加仓 |
 艾伯维ABBV |
| 0.3% | 0.27% | $7,549.2万 | 30.0万股 | $6,501.5万 | 29.9万股 | +1,393股+0.47% | 加仓 |
 沃尔玛WMT |
| 0.3% | 0.36% | $7,492.5万 | 66.2万股 | $8,744.2万 | 70.4万股 | -4.2万股-5.93% | 减仓 |
 NETFLIXNFLX |
| 0.27% | 0.35% | $6,939.4万 | 97.2万股 | $8,524.4万 | 88.7万股 | +8.6万股+9.65% | 加仓 |
