 安费诺APH |
| 4.65% | 3.86% | $1,179.6万 | 9.5万股 | $966.0万 | 9.8万股 | -2,500股-2.56% | 减仓 |
 HEICOHEI |
| 4.51% | 4.65% | $1,144.9万 | 3.5万股 | $1,163.8万 | 3.5万股 | -15股-0.04% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 4.07% | 4% | $1,034.4万 | 2.1万股 | $999.5万 | 2.1万股 | 00.00% | 持仓不变 |
 欧特克ADSK |
| 3.95% | 4.03% | $1,001.8万 | 3.2万股 | $1,008.7万 | 3.3万股 | -1,050股-3.22% | 减仓 |
 Arista网络ANET |
| 3.81% | 2.72% | $967.5万 | 6.6万股 | $681.4万 | 6.7万股 | -200股-0.30% | 减仓 |
 马丁玛丽埃塔MLM |
| 3.79% | 3.47% | $962.0万 | 1.5万股 | $867.2万 | 1.6万股 | -535股-3.39% | 减仓 |
 Watts水技术WTS |
| 3.52% | 3.25% | $893.7万 | 3.2万股 | $812.7万 | 3.3万股 | -1,050股-3.18% | 减仓 |
 标普全球SPGI |
| 3.46% | 4.03% | $879.0万 | 1.8万股 | $1,008.0万 | 1.9万股 | -1,056股-5.52% | 减仓 |
 林德LIN |
| 3.3% | 3.31% | $838.1万 | 1.8万股 | $828.3万 | 1.8万股 | -10股-0.06% | 减仓 |
 雷诺士LII |
| 3.28% | 3.55% | $831.9万 | 1.6万股 | $888.8万 | 1.6万股 | +210股+1.35% | 加仓 |
 Roper科技ROP |
| 3.15% | 3.73% | $798.9万 | 1.6万股 | $933.6万 | 1.6万股 | -449股-2.73% | 减仓 |
 SterisSTE |
| 2.76% | 2.71% | $701.0万 | 2.8万股 | $676.9万 | 2.8万股 | +150股+0.53% | 加仓 |
 康宁GLW |
| 2.74% | 1.78% | $695.0万 | 8.5万股 | $445.8万 | 8.5万股 | -46股-0.05% | 减仓 |
 宣伟SHW |
| 2.52% | 2.55% | $640.2万 | 1.8万股 | $636.9万 | 1.9万股 | -60股-0.32% | 减仓 |
| T赛默飞世尔TMO |
| 2.49% | 1.86% | $631.1万 | 1.3万股 | $465.1万 | 1.1万股 | +1,540股+13.42% | 加仓 |
 艺康ECL |
| 2.34% | 2.33% | $593.2万 | 2.2万股 | $583.6万 | 2.2万股 | 00.00% | 持仓不变 |
 艾默生电气EMR |
| 2.27% | 2.35% | $575.8万 | 4.4万股 | $587.3万 | 4.4万股 | -149股-0.34% | 减仓 |
 西屋制动WAB |
| 2.24% | 2.46% | $568.0万 | 2.8万股 | $614.1万 | 2.9万股 | -1,000股-3.41% | 减仓 |
 GE VernovaGEV |
| 2.17% | 1.95% | $550.7万 | 8,956股 | $487.9万 | 9,221股 | -265股-2.87% | 减仓 |
 爱德华生命科学EW |
| 2.16% | 2.2% | $547.5万 | 7.0万股 | $551.0万 | 7.0万股 | -50股-0.07% | 减仓 |
 PAYCHEX COMPAYX |
| 2.14% | 2.49% | $543.2万 | 4.3万股 | $621.9万 | 4.3万股 | +100股+0.23% | 加仓 |
 赛莱默XYL |
| 2.01% | 1.8% | $509.5万 | 3.5万股 | $449.8万 | 3.5万股 | -225股-0.65% | 减仓 |
 DANAHER DEL COMDHR |
| 1.98% | 2% | $503.3万 | 2.5万股 | $501.0万 | 2.5万股 | +25股+0.10% | 加仓 |
 TRIMBLE COMTRMB |
| 1.91% | 1.81% | $485.3万 | 5.9万股 | $453.5万 | 6.0万股 | -250股-0.42% | 减仓 |
 LabcorpECL |
| 1.89% | 1.89% | $479.5万 | 1.7万股 | $474.0万 | 1.8万股 | -1,350股-7.48% | 减仓 |
 BIO-TECHNETECH |
| 1.71% | 1.61% | $435.0万 | 7.8万股 | $402.5万 | 7.8万股 | -45股-0.06% | 减仓 |
 谷歌AGOOGL |
| 1.66% | 1.08% | $421.8万 | 1.7万股 | $270.5万 | 1.5万股 | +2,000股+13.03% | 加仓 |
 NORDSONNDSN |
| 1.64% | 1.76% | $415.7万 | 1.8万股 | $439.0万 | 2.0万股 | -2,164股-10.57% | 减仓 |
 高德纳IT |
| 1.62% | 2.53% | $410.1万 | 1.6万股 | $632.5万 | 1.6万股 | -45股-0.29% | 减仓 |
| BBECTON DICKINSON & COMBDX |
| 1.56% | 1.68% | $395.7万 | 2.1万股 | $420.1万 | 2.4万股 | -3,249股-13.32% | 减仓 |
 MCCORMICK & COM NON VTGMKC |
| 1.56% | 1.81% | $395.1万 | 5.9万股 | $453.0万 | 6.0万股 | -700股-1.17% | 减仓 |
 新思科技SNPS |
| 1.46% | 0.26% | $369.9万 | 7,498股 | $64.1万 | 1,250股 | +6,248股+499.84% | 加仓 |
| FFiservFISV |
| 1.45% | 2.14% | $369.1万 | 2.9万股 | $534.9万 | 3.1万股 | -2,400股-7.74% | 减仓 |
| EENTEGRISENTG |
| 1.45% | 1.07% | $368.3万 | 4.0万股 | $267.6万 | 3.3万股 | +6,650股+20.04% | 加仓 |
 REVVITYRVTY |
| 1.36% | 1.52% | $344.3万 | 3.9万股 | $381.4万 | 3.9万股 | -150股-0.38% | 减仓 |
| TTERADYNETER |
| 1.11% | 0.74% | $281.5万 | 2.0万股 | $185.2万 | 2.1万股 | -150股-0.73% | 减仓 |
 PALO ALTOPANW |
| 1.08% | 0.89% | $274.9万 | 1.4万股 | $223.6万 | 1.1万股 | +2,575股+23.57% | 加仓 |
 VERALTO COM SHSVLTO |
| 0.87% | 1.14% | $222.0万 | 2.1万股 | $283.9万 | 2.8万股 | -7,300股-25.96% | 减仓 |
| PPTC COMPTC |
| 0.74% | 0.62% | $187.4万 | 9,230股 | $154.8万 | 8,980股 | +250股+2.78% | 加仓 |
| EEPAM SYSEPAM |
| 0.72% | 0.9% | $183.1万 | 1.2万股 | $226.3万 | 1.3万股 | -660股-5.16% | 减仓 |
 苹果AAPL |
| 0.7% | 0.57% | $177.7万 | 6,980股 | $143.2万 | 6,980股 | 00.00% | 持仓不变 |
 AXOGENAXGN |
| 0.66% | 0.4% | $168.6万 | 9.5万股 | $99.8万 | 9.2万股 | +2,500股+2.72% | 加仓 |
 SMITH A OAOS |
| 0.64% | 0.7% | $163.7万 | 2.2万股 | $174.4万 | 2.7万股 | -4,300股-16.17% | 减仓 |
 BROOKFIELD INFRASTRUC LPBIP |
| 0.63% | 0.66% | $160.9万 | 4.9万股 | $163.9万 | 4.9万股 | +9股+0.02% | 加仓 |
 飞塔FTNT |
| 0.52% | 0.67% | $131.6万 | 1.6万股 | $167.6万 | 1.6万股 | -200股-1.26% | 减仓 |
 直觉外科ISRG |
| 0.44% | 0.54% | $111.8万 | 2,500股 | $135.9万 | 2,500股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.34% | 0.27% | $85.7万 | 3,700股 | $68.7万 | 3,700股 | 00.00% | 持仓不变 |
 3M COMMMM |
| 0.26% | 0.25% | $65.0万 | 4,189股 | $63.8万 | 4,189股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.24% | 0.21% | $59.8万 | 3,573股 | $52.2万 | 3,573股 | 00.00% | 持仓不变 |
 ILLINOIS TOOLITW |
| 0.2% | 0.19% | $50.8万 | 1,950股 | $48.2万 | 1,950股 | 00.00% | 持仓不变 |
