 联合健康UNH |
| 14.87% | 10.25% | $6.34亿 | 152.6万股 | $5.12亿 | 189.1万股 | -36.5万股-19.28% | 减仓 |
 PROGRESSIVEPGR |
| 11.03% | 9.75% | $4.70亿 | 215.3万股 | $4.87亿 | 245.5万股 | -30.2万股-12.31% | 减仓 |
 汽车地带AZO |
| 10.22% | 11.16% | $4.36亿 | 13.6万股 | $5.57亿 | 16.5万股 | -2.9万股-17.37% | 减仓 |
 VisaV |
| 8.32% | 7.6% | $3.55亿 | 103.4万股 | $3.79亿 | 125.5万股 | -22.1万股-17.57% | 减仓 |
 iShares安硕·MBSACGL |
| 7.58% | 5.87% | $3.23亿 | 333.1万股 | $2.93亿 | 305.1万股 | +28.0万股+9.17% | 加仓 |
 万事达MA |
| 6.89% | 6.01% | $2.94亿 | 57.2万股 | $3.00亿 | 60.0万股 | -2.8万股-4.64% | 减仓 |
 ExpediaEXPE |
| 5.94% | 5.6% | $2.53亿 | 155.4万股 | $2.80亿 | 195.3万股 | -39.9万股-20.43% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 5.92% | 6.5% | $2.52亿 | 274.0万股 | $3.24亿 | 351.4万股 | -77.3万股-22.01% | 减仓 |
 穆迪MCO |
| 4.49% | 4.71% | $1.91亿 | 42.3万股 | $2.35亿 | 53.9万股 | -11.6万股-21.56% | 减仓 |
 达美乐披萨DPZ |
| 4.43% | 5.43% | $1.89亿 | 63.9万股 | $2.71亿 | 75.5万股 | -11.7万股-15.44% | 减仓 |
 耐克NKE |
| 4.18% | — | $1.78亿 | 434.4万股 | $0 | 0股 | +434.4万股 | 新买入 |
| NNVRNVR |
| 3.22% | 3.35% | $1.37亿 | 2.0万股 | $1.68亿 | 2.5万股 | -5,278股-20.76% | 减仓 |
 TJXTJX |
| 3.1% | 3.49% | $1.32亿 | 87.3万股 | $1.74亿 | 109.1万股 | -21.8万股-20.01% | 减仓 |
 ROSS STORES COMROST |
| 2.97% | 7.89% | $1.27亿 | 59.6万股 | $3.94亿 | 181.9万股 | -122.3万股-67.25% | 减仓 |
 迪士尼DIS |
| 2.93% | 3.17% | $1.25亿 | 129.8万股 | $1.58亿 | 164.3万股 | -34.5万股-20.98% | 减仓 |
| FFASTENAL COMFAST |
| 2.9% | 3.08% | $1.24亿 | 257.5万股 | $1.54亿 | 330.9万股 | -73.4万股-22.19% | 减仓 |
 STRATEGIC EDSTRA |
| 1% | 1.32% | $4,283.1万 | 55.9万股 | $6,578.1万 | 79.3万股 | -23.4万股-29.50% | 减仓 |
