 默沙东MRK |
| 17.27% | 14.7% | $775.2万 | 7.1万股 | $775.2万 | 7.1万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 4.83% | 4.38% | $217.0万 | 1.4万股 | $231.1万 | 1.5万股 | -931股-6.12% | 减仓 |
 微软MSFT |
| 3.66% | 7.16% | $164.3万 | 4,369股 | $377.8万 | 1.0万股 | -5,678股-56.51% | 减仓 |
 应用材料AMAT |
| 2.9% | 2.78% | $130.0万 | 8,020股 | $146.7万 | 9,049股 | -1,029股-11.37% | 减仓 |
 AIRBNB COM CL AABNB |
| 2.76% | 2.35% | $123.7万 | 9,085股 | $123.7万 | 9,085股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 2.47% | 2.11% | $111.0万 | 5,767股 | $111.0万 | 5,767股 | 00.00% | 持仓不变 |
 EquifaxEFX |
| 2.31% | 1.97% | $103.9万 | 4,201股 | $103.9万 | 4,201股 | 00.00% | 持仓不变 |
 高德纳IT |
| 2.24% | 1.9% | $100.5万 | 2,227股 | $100.5万 | 2,227股 | 00.00% | 持仓不变 |
 SCHEIN HENRYHSIC |
| 2.2% | 1.87% | $98.7万 | 1.3万股 | $98.7万 | 1.3万股 | 00.00% | 持仓不变 |
 ANALOG DEVICES COMADI |
| 2.09% | 1.78% | $93.9万 | 4,730股 | $93.9万 | 4,730股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 2.07% | 1.76% | $92.8万 | 6,643股 | $92.8万 | 6,643股 | 00.00% | 持仓不变 |
| EEVERPURE CL AEVPR |
| 2.04% | 1.73% | $91.5万 | 2.6万股 | $91.5万 | 2.6万股 | 00.00% | 持仓不变 |
| NNUTANIXNTNX |
| 1.98% | 1.69% | $89.0万 | 1.9万股 | $89.0万 | 1.9万股 | 00.00% | 持仓不变 |
 仲量联行JLL |
| 1.92% | 1.64% | $86.3万 | 4,569股 | $86.3万 | 4,569股 | 00.00% | 持仓不变 |
 ESSENTIAL UTILSWTRG |
| 1.8% | 1.53% | $80.6万 | 2.2万股 | $80.6万 | 2.2万股 | 00.00% | 持仓不变 |
| CCBRE CL ACBRE |
| 1.74% | 1.48% | $78.0万 | 8,381股 | $78.0万 | 8,381股 | 00.00% | 持仓不变 |
 DANAHER DEL COMDHR |
| 1.7% | 1.79% | $76.2万 | 3,294股 | $94.5万 | 4,085股 | -791股-19.36% | 减仓 |
 MERCADOLIBRE COMMELI |
| 1.64% | 1.39% | $73.4万 | 467股 | $73.4万 | 467股 | 00.00% | 持仓不变 |
 TRIMBLE COMTRMB |
| 1.58% | 1.35% | $71.1万 | 1.3万股 | $71.1万 | 1.3万股 | 00.00% | 持仓不变 |
 ROBLOX CL ARBLX |
| 1.57% | 1.34% | $70.6万 | 1.5万股 | $70.6万 | 1.5万股 | 00.00% | 持仓不变 |
 TwilioTWLO |
| 1.57% | 1.34% | $70.5万 | 9,288股 | $70.5万 | 9,288股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 1.55% | 1.32% | $69.7万 | 4,090股 | $69.7万 | 4,090股 | 00.00% | 持仓不变 |
 AECOMACM |
| 1.4% | 1.21% | $62.6万 | 6,777股 | $63.6万 | 6,882股 | -105股-1.53% | 减仓 |
 Roper科技ROP |
| 1.35% | 1.15% | $60.8万 | 1,115股 | $60.8万 | 1,115股 | 00.00% | 持仓不变 |
 IDEXIEX |
| 1.34% | 1.14% | $60.3万 | 2,776股 | $60.3万 | 2,776股 | 00.00% | 持仓不变 |
 嘉信理财SCHW |
| 1.33% | 1.13% | $59.8万 | 8,690股 | $59.8万 | 8,690股 | 00.00% | 持仓不变 |
 沃特世WAT |
| 1.31% | 1.11% | $58.8万 | 1,786股 | $58.8万 | 1,786股 | 00.00% | 持仓不变 |
 VisaV |
| 1.29% | 1.1% | $58.1万 | 2,230股 | $58.1万 | 2,230股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 1.21% | 1.03% | $54.2万 | 1,094股 | $54.2万 | 1,094股 | 00.00% | 持仓不变 |
 台积电TSM |
| 1.19% | 1.01% | $53.3万 | 5,124股 | $53.3万 | 5,124股 | 00.00% | 持仓不变 |
 艺康ECL |
| 1.13% | 0.98% | $50.8万 | 2,562股 | $51.6万 | 2,599股 | -37股-1.42% | 减仓 |
 赛莱默XYL |
| 1.11% | 2.75% | $49.7万 | 4,347股 | $144.8万 | 1.3万股 | -8,316股-65.67% | 减仓 |
| BBECTON DICKINSON & COMBDX |
| 1.1% | 1.1% | $49.4万 | 2,025股 | $57.9万 | 2,373股 | -348股-14.66% | 减仓 |
 CARLISLE COSCSL |
| 1.02% | 0.88% | $45.9万 | 1,468股 | $46.6万 | 1,493股 | -25股-1.67% | 减仓 |
 SMITH A OAOS |
| 0.98% | 0.83% | $44.0万 | 5,334股 | $44.0万 | 5,334股 | 00.00% | 持仓不变 |
 WASTE MGMT DELWM |
| 0.97% | 0.82% | $43.3万 | 2,419股 | $43.3万 | 2,419股 | 00.00% | 持仓不变 |
 艾利丹尼森AVY |
| 0.96% | 0.82% | $43.1万 | 2,134股 | $43.1万 | 2,134股 | 00.00% | 持仓不变 |
 迈威尔MRVL |
| 0.96% | 0.82% | $43.1万 | 7,145股 | $43.1万 | 7,145股 | 00.00% | 持仓不变 |
 AGILENT TECHNOLOGIES COMA |
| 0.94% | 0.8% | $42.4万 | 3,050股 | $42.4万 | 3,050股 | 00.00% | 持仓不变 |
 CORE & MAINCNM |
| 0.94% | 0.8% | $42.3万 | 1.0万股 | $42.3万 | 1.0万股 | 00.00% | 持仓不变 |
 耐克NKE |
| 0.94% | 0.8% | $42.3万 | 3,895股 | $42.3万 | 3,895股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.94% | 0.8% | $42.2万 | 1,191股 | $42.2万 | 1,191股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.92% | 0.78% | $41.4万 | 5,320股 | $41.4万 | 5,320股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.87% | 0.74% | $39.3万 | 1,956股 | $39.3万 | 1,956股 | 00.00% | 持仓不变 |
| TTETRA TECH NEWTTEK |
| 0.81% | 0.69% | $36.5万 | 2,186股 | $36.5万 | 2,186股 | 00.00% | 持仓不变 |
| BBAXTER INTLBAX |
| 0.78% | 0.69% | $35.1万 | 9,067股 | $36.1万 | 9,346股 | -279股-2.99% | 减仓 |
 AMERICAN WTR WKS NEWAWK |
| 0.76% | 1.82% | $34.3万 | 2,596股 | $95.8万 | 7,261股 | -4,665股-64.25% | 减仓 |
 史赛克SYK |
| 0.73% | 0.62% | $32.9万 | 1,097股 | $32.9万 | 1,097股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.67% | 0.57% | $30.1万 | 446股 | $30.1万 | 446股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.65% | 0.55% | $29.1万 | 839股 | $29.1万 | 839股 | 00.00% | 持仓不变 |
