 台积电TSM |
| 7.82% | 7.31% | $764.8万 | 2.5万股 | $716.9万 | 2.6万股 | -502股-1.96% | 减仓 |
 苹果AAPL |
| 7.1% | 5.7% | $694.3万 | 2.6万股 | $558.7万 | 2.2万股 | +3,598股+16.40% | 加仓 |
 英伟达NVDA |
| 7.1% | 7.21% | $693.5万 | 3.7万股 | $706.7万 | 3.8万股 | -688股-1.82% | 减仓 |
 微软MSFT |
| 5.69% | 6.2% | $556.4万 | 1.2万股 | $607.8万 | 1.2万股 | -229股-1.95% | 减仓 |
 特灵科技TT |
| 5.11% | 5.63% | $499.4万 | 1.3万股 | $552.3万 | 1.3万股 | -258股-1.97% | 减仓 |
 VisaV |
| 4.85% | 4.8% | $474.0万 | 1.4万股 | $470.8万 | 1.4万股 | -274股-1.99% | 减仓 |
 赛莱默XYL |
| 4.71% | 5.2% | $460.5万 | 3.4万股 | $510.2万 | 3.5万股 | -774股-2.24% | 减仓 |
 WASTE MGMT DELWM |
| 4.51% | 4.61% | $440.4万 | 2.0万股 | $452.5万 | 2.0万股 | -446股-2.18% | 减仓 |
 伊顿ETN |
| 4.35% | 5.2% | $425.3万 | 1.3万股 | $510.0万 | 1.4万股 | -274股-2.01% | 减仓 |
 DANAHER DEL COMDHR |
| 3.83% | 3.38% | $374.8万 | 1.6万股 | $331.4万 | 1.7万股 | -340股-2.03% | 减仓 |
 AGILENT TECHNOLOGIES COMA |
| 3.82% | 3.67% | $373.4万 | 2.7万股 | $359.5万 | 2.8万股 | -570股-2.04% | 减仓 |
 埃森哲ACN |
| 3.77% | 3.54% | $368.8万 | 1.4万股 | $346.9万 | 1.4万股 | -325股-2.31% | 减仓 |
 艾利丹尼森AVY |
| 3.57% | 3.24% | $348.8万 | 1.9万股 | $317.4万 | 2.0万股 | -393股-2.01% | 减仓 |
 星巴克SBUX |
| 3.56% | 3.65% | $348.0万 | 4.1万股 | $357.6万 | 4.2万股 | -951股-2.25% | 减仓 |
 ServiceNowNOW |
| 3.2% | 3.91% | $312.7万 | 2.0万股 | $383.1万 | 4,163股 | +1.6万股+390.39% | 加仓 |
 QUANTA SVCSPWR |
| 2.57% | 2.55% | $251.6万 | 5,961股 | $249.6万 | 6,023股 | -62股-1.03% | 减仓 |
 思科CSCO |
| 2.45% | 2.19% | $239.6万 | 3.1万股 | $215.1万 | 3.1万股 | -324股-1.03% | 减仓 |
 罗克韦尔自动化ROK |
| 2.23% | 2.02% | $218.2万 | 5,608股 | $198.0万 | 5,666股 | -58股-1.02% | 减仓 |
 IQVIAIQV |
| 2.03% | 2.3% | $198.2万 | 8,791股 | $225.9万 | 1.2万股 | -3,102股-26.08% | 减仓 |
 谷歌AGOOGL |
| 1.96% | — | $191.5万 | 6,118股 | $0 | 0股 | +6,118股 | 新买入 |
 VERALTO COM SHSVLTO |
| 1.89% | 2.04% | $185.0万 | 1.9万股 | $199.7万 | 1.9万股 | -193股-1.03% | 减仓 |
 CARRIER GLOBALCARR |
| 1.77% | 2.01% | $173.0万 | 3.3万股 | $197.4万 | 3.3万股 | -341股-1.03% | 减仓 |
| TTETRA TECH NEWTTEK |
| 1.63% | 1.63% | $159.2万 | 4.7万股 | $160.1万 | 4.8万股 | -494股-1.03% | 减仓 |
 耐克NKE |
| 1.61% | 1.78% | $157.4万 | 2.5万股 | $174.1万 | 2.5万股 | -257股-1.03% | 减仓 |
 赛富时CRM |
| 1.4% | 1.26% | $136.8万 | 5,165股 | $123.7万 | 5,219股 | -54股-1.03% | 减仓 |
 AMERICAN WTR WKS NEWAWK |
| 1.38% | 1.48% | $134.9万 | 1.0万股 | $145.4万 | 1.0万股 | -108股-1.03% | 减仓 |
 IDEXX LABS COMIDXX |
| 1.27% | — | $124.1万 | 1,835股 | $0 | 0股 | +1,835股 | 新买入 |
 史赛克SYK |
| 1.17% | 1.24% | $114.4万 | 3,256股 | $121.6万 | 3,290股 | -34股-1.03% | 减仓 |
 AMD超威AMD |
| 1.17% | — | $114.4万 | 5,341股 | $0 | 0股 | +5,341股 | 新买入 |
 爱德华生命科学EW |
| 1.16% | 1.75% | $113.2万 | 1.3万股 | $171.5万 | 2.2万股 | -8,767股-39.76% | 减仓 |
 SYSCO COMSYY |
| 0.67% | 1.63% | $65.2万 | 8,843股 | $160.1万 | 1.9万股 | -1.1万股-54.51% | 减仓 |
 GENERAL MILLS COMGIS |
| 0.64% | 1.23% | $62.6万 | 1.3万股 | $120.5万 | 2.4万股 | -1.0万股-43.70% | 减仓 |
