 安费诺APH |
| 7.24% | 5.69% | $2,136.8万 | 12.1万股 | $1,531.2万 | 12.1万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 6.13% | 5.85% | $1,807.6万 | 9.0万股 | $1,575.5万 | 9.0万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 4.71% | 3.65% | $1,389.7万 | 2.9万股 | $983.4万 | 2.9万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 4.6% | 4.42% | $1,356.8万 | 4.7万股 | $1,190.0万 | 4.7万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 3.45% | 2.9% | $1,018.9万 | 8,495股 | $781.3万 | 8,495股 | 00.00% | 持仓不变 |
 AMETEK COMAME |
| 3.39% | 3.29% | $1,000.0万 | 4.1万股 | $886.0万 | 4.1万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 3.21% | 2.41% | $947.7万 | 2.7万股 | $647.6万 | 2.3万股 | +4,000股+17.76% | 加仓 |
 亚马逊AMZN |
| 3.14% | 3.2% | $925.3万 | 3.9万股 | $860.4万 | 4.1万股 | -2,490股-6.03% | 减仓 |
 摩根大通JPM |
| 3.03% | 2.98% | $893.8万 | 2.7万股 | $803.2万 | 2.7万股 | 00.00% | 持仓不变 |
 万事达MA |
| 2.98% | 3.18% | $878.9万 | 1.7万股 | $855.0万 | 1.7万股 | 00.00% | 持仓不变 |
 科磊KLAC |
| 2.88% | 1.54% | $850.8万 | 2.8万股 | $415.2万 | 2,820股 | +2.5万股+900.00% | 加仓 |
 微软MSFT |
| 2.76% | 3% | $813.0万 | 2.2万股 | $806.8万 | 2.2万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 2.59% | 2.32% | $763.1万 | 2.0万股 | $625.2万 | 2.0万股 | 00.00% | 持仓不变 |
 摩根士丹利MS |
| 2.33% | 2.01% | $685.9万 | 3.3万股 | $540.0万 | 3.3万股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 2.22% | 3.18% | $654.9万 | 4.5万股 | $856.0万 | 5.8万股 | -1.4万股-23.20% | 减仓 |
 康菲石油COP |
| 2.16% | 3.01% | $637.7万 | 6.1万股 | $809.7万 | 6.1万股 | 00.00% | 持仓不变 |
| SSEI INVTSSEIC |
| 2.04% | 2% | $602.6万 | 6.9万股 | $539.1万 | 6.9万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 2.02% | 2.12% | $596.3万 | 1.2万股 | $571.0万 | 1.2万股 | 00.00% | 持仓不变 |
| OOREILLY AUTOMOTIVE COMORLY |
| 2% | 2.2% | $589.6万 | 6.4万股 | $591.0万 | 6.4万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 1.99% | 1.88% | $585.8万 | 2.3万股 | $506.3万 | 2.3万股 | 00.00% | 持仓不变 |
 ExpediaEXPE |
| 1.84% | 1.77% | $542.3万 | 3.3万股 | $476.5万 | 3.3万股 | 00.00% | 持仓不变 |
 GRACOGGG |
| 1.81% | 2.29% | $532.7万 | 7.0万股 | $615.4万 | 7.3万股 | -2,241股-3.08% | 减仓 |
 洛克希德马丁LMT |
| 1.8% | 2.34% | $530.0万 | 1.0万股 | $628.8万 | 1.0万股 | 00.00% | 持仓不变 |
 TOROTTC |
| 1.75% | 1.84% | $516.0万 | 5.3万股 | $494.9万 | 5.3万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 1.4% | 1.68% | $411.6万 | 3.6万股 | $451.7万 | 3.6万股 | 00.00% | 持仓不变 |
 史赛克SYK |
| 1.39% | 1.59% | $409.3万 | 1.3万股 | $427.2万 | 1.3万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 1.38% | — | $406.9万 | 3,525股 | $0 | 0股 | +3,525股 | 新买入 |
| NNEWMARKETNEU |
| 1.29% | 1.14% | $380.4万 | 4,808股 | $308.2万 | 4,808股 | 00.00% | 持仓不变 |
 WELLS FARGO NEWWFC |
| 1.29% | 1.36% | $379.9万 | 4.6万股 | $366.0万 | 4.6万股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 1.25% | 1.57% | $369.5万 | 2.7万股 | $423.8万 | 2.7万股 | 00.00% | 持仓不变 |
| RROLLINS COMROL |
| 1.16% | 2.59% | $342.2万 | 8.2万股 | $698.6万 | 13.1万股 | -4.9万股-37.31% | 减仓 |
 美国运通AXP |
| 1.14% | 1.12% | $337.2万 | 9,968股 | $301.5万 | 9,968股 | 00.00% | 持仓不变 |
 AON SHS CL AAON |
| 1.12% | 1.19% | $330.6万 | 9,967股 | $321.7万 | 9,967股 | 00.00% | 持仓不变 |
 CASEYS GEN STORESCASY |
| 1.06% | 1.06% | $312.4万 | 3,930股 | $286.0万 | 3,930股 | 00.00% | 持仓不变 |
 Meta平台META |
| 1.03% | 1.15% | $304.7万 | 5,410股 | $309.5万 | 5,410股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 1.03% | 1.1% | $304.2万 | 8,400股 | $295.6万 | 8,400股 | 00.00% | 持仓不变 |
 TJXTJX |
| 0.98% | 1.13% | $289.5万 | 1.9万股 | $305.2万 | 1.9万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.95% | 1% | $279.7万 | 1.1万股 | $269.2万 | 1.1万股 | 00.00% | 持仓不变 |
 SILGANSLGN |
| 0.92% | 0.84% | $270.6万 | 5.8万股 | $226.3万 | 5.8万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.83% | 1.13% | $245.1万 | 1.8万股 | $304.2万 | 1.8万股 | 00.00% | 持仓不变 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.79% | 0.91% | $234.4万 | 1.4万股 | $243.9万 | 1.4万股 | 00.00% | 持仓不变 |
 DANAHER DEL COMDHR |
| 0.78% | 0.85% | $229.2万 | 1.2万股 | $228.1万 | 1.2万股 | 00.00% | 持仓不变 |
 美国包装PKG |
| 0.73% | 0.72% | $216.1万 | 9,071股 | $192.5万 | 9,071股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.7% | — | $207.6万 | 5,875股 | $0 | 0股 | +5,875股 | 新买入 |
 MCCORMICK & COM NON VTGMKC |
| 0.68% | 0.99% | $201.2万 | 4.0万股 | $267.3万 | 5.3万股 | -1.3万股-24.72% | 减仓 |
| N新纪元能源NEE |
| 0.67% | 0.78% | $197.5万 | 2.3万股 | $209.0万 | 2.3万股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.57% | 0.67% | $168.4万 | 1,800股 | $179.4万 | 1,800股 | 00.00% | 持仓不变 |
| CCBRE CL ACBRE |
| 0.53% | 1.01% | $157.7万 | 1.2万股 | $272.3万 | 2.0万股 | -8,400股-41.78% | 减仓 |
 埃森哲ACN |
| 0.53% | 0.92% | $155.0万 | 1.2万股 | $247.0万 | 1.2万股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.52% | 0.37% | $153.5万 | 3,692股 | $99.9万 | 3,692股 | 00.00% | 持仓不变 |
