$47.80B13F报告持仓市值
25持仓明细
+0新增
12已增持
6减持
−4已清仓
最大调仓
| 证券 | Δ股份 | 当前价值 | |
|---|---|---|---|
| TSM Taiwan Semiconductor… | ▲ Add | +12.6% | $1.04B |
| V Visa Inc. | ▲ Add | +11.1% | $1.13B |
| TDG TransDigm Group Incorporated | ▲ Add | +4.9% | $1.20B |
| MSFT Microsoft Corporation | ▼ Trim | -12.2% | $1.17B |
| DPZ Domino's Pizza, Inc. | ▲ Add | +6.5% | $786.93M |
| ETR Entergy Corporation | ▲ Add | +34.9% | $266.95M |
| SO The Southern Company | ▼ Trim | -28.9% | $161.59M |
| GOOGL Alphabet Inc. | ▲ Add | +12.8% | $214.38M |
| MA Mastercard Incorporated | ▲ Add | +1.9% | $1.29B |
| EFX Equifax Inc. | ▲ Add | +5.4% | $700.10M |
数据来源: 元数据来源于 EDGAR 表单索引；分析基于已解析信息表（本季度最新接受版本）。非编辑性评述——仅为计算字段。