 英伟达NVDA |
| 9.27% | 10.01% | $8.62亿 | 431.0万股 | $8.82亿 | 505.6万股 | -74.6万股-14.76% | 减仓 |
 台积电TSM |
| 5.84% | 4.91% | $5.43亿 | 113.7万股 | $4.33亿 | 128.2万股 | -14.4万股-11.27% | 减仓 |
 万事达MA |
| 5.11% | 5.43% | $4.75亿 | 92.5万股 | $4.79亿 | 95.8万股 | -3.3万股-3.46% | 减仓 |
 微软MSFT |
| 4.84% | 6.53% | $4.50亿 | 120.6万股 | $5.76亿 | 155.6万股 | -34.9万股-22.46% | 减仓 |
 PALO ALTOPANW |
| 4.79% | 2.92% | $4.45亿 | 130.5万股 | $2.57亿 | 160.3万股 | -29.8万股-18.57% | 减仓 |
 礼来LLY |
| 4.57% | 3.85% | $4.25亿 | 35.4万股 | $3.39亿 | 36.8万股 | -1.4万股-3.91% | 减仓 |
| EEBAY COMEBAY |
| 3.85% | 3.55% | $3.58亿 | 320.6万股 | $3.12亿 | 343.3万股 | -22.7万股-6.60% | 减仓 |
 博通AVGO |
| 3.73% | 3.91% | $3.47亿 | 91.9万股 | $3.45亿 | 111.4万股 | -19.4万股-17.44% | 减仓 |
 VertivVRT |
| 3.56% | 2.91% | $3.31亿 | 98.8万股 | $2.56亿 | 102.3万股 | -3.4万股-3.36% | 减仓 |
| N新纪元能源NEE |
| 3.36% | 3.82% | $3.12亿 | 355.6万股 | $3.37亿 | 362.3万股 | -6.7万股-1.86% | 减仓 |
 艺康ECL |
| 3.34% | 3.53% | $3.10亿 | 111.4万股 | $3.11亿 | 117.0万股 | -5.6万股-4.79% | 减仓 |
 ShopifySHOP |
| 3.19% | 3.6% | $2.97亿 | 260.0万股 | $3.17亿 | 267.1万股 | -7.1万股-2.66% | 减仓 |
| T赛默飞世尔TMO |
| 3.19% | 3.43% | $2.96亿 | 59.1万股 | $3.02亿 | 61.5万股 | -2.4万股-3.87% | 减仓 |
 哈勃HUBB |
| 3.16% | 3.21% | $2.94亿 | 56.2万股 | $2.83亿 | 57.6万股 | -1.4万股-2.45% | 减仓 |
 WASTE MGMT DELWM |
| 3.15% | 3.55% | $2.93亿 | 131.3万股 | $3.13亿 | 136.2万股 | -4.9万股-3.61% | 减仓 |
 TJXTJX |
| 3.1% | 4.36% | $2.88亿 | 190.1万股 | $3.85亿 | 240.8万股 | -50.7万股-21.04% | 减仓 |
 爱德华生命科学EW |
| 2.47% | 2.39% | $2.30亿 | 254.0万股 | $2.10亿 | 262.7万股 | -8.7万股-3.31% | 减仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 2.41% | 1.74% | $2.24亿 | 258.6万股 | $1.53亿 | 194.4万股 | +64.2万股+33.04% | 加仓 |
 赛莱默XYL |
| 2.17% | 2.45% | $2.02亿 | 170.7万股 | $2.16亿 | 180.7万股 | -10.0万股-5.55% | 减仓 |
 LOWES COS COMLOW |
| 2.15% | 2.52% | $2.00亿 | 90.8万股 | $2.22亿 | 94.1万股 | -3.4万股-3.57% | 减仓 |
 直觉外科ISRG |
| 2.11% | 2.68% | $1.96亿 | 49.2万股 | $2.36亿 | 51.2万股 | -2.0万股-3.91% | 减仓 |
 DANAHER DEL COMDHR |
| 2.05% | 2.26% | $1.90亿 | 100.0万股 | $1.99亿 | 105.1万股 | -5.1万股-4.89% | 减仓 |
| AAGCOAGCO |
| 1.97% | 2.09% | $1.83亿 | 152.8万股 | $1.84亿 | 158.7万股 | -5.8万股-3.68% | 减仓 |
 Watts水技术WTS |
| 1.73% | 1.44% | $1.61亿 | 41.2万股 | $1.27亿 | 43.8万股 | -2.6万股-5.89% | 减仓 |
 FIRST SOLAR COMFSLR |
| 1.66% | 1.56% | $1.55亿 | 65.6万股 | $1.38亿 | 69.9万股 | -4.3万股-6.15% | 减仓 |
 鲍尔公司BALL |
| 1.61% | 1.61% | $1.50亿 | 239.9万股 | $1.42亿 | 240.7万股 | -7,623股-0.32% | 减仓 |
 AMD超威AMD |
| 1.56% | — | $1.45亿 | 25.0万股 | $0 | 0股 | +25.0万股 | 新买入 |
 VERALTO COM SHSVLTO |
| 1.55% | 1.7% | $1.44亿 | 162.8万股 | $1.49亿 | 168.9万股 | -6.1万股-3.63% | 减仓 |
 BOSTON SCIENTIFIC COMBSX |
| 1.42% | 1.57% | $1.32亿 | 310.1万股 | $1.38亿 | 220.3万股 | +89.8万股+40.76% | 加仓 |
 SMURFIT WESTROCK SHSSW |
| 1.18% | — | $1.09亿 | 236.3万股 | $0 | 0股 | +236.3万股 | 新买入 |
 VisaV |
| 1.08% | 1.12% | $1.01亿 | 29.4万股 | $9,845.9万 | 32.6万股 | -3.2万股-9.84% | 减仓 |
 ADVANCED DRAIN SYS DELWMS |
| 1.04% | 0.98% | $9,717.7万 | 61.9万股 | $8,623.3万 | 62.9万股 | -9,726股-1.55% | 减仓 |
 AMERICAN WTR WKS NEWAWK |
| 0.99% | 1.16% | $9,174.2万 | 69.7万股 | $1.02亿 | 75.1万股 | -5.3万股-7.12% | 减仓 |
 赛富时CRM |
| 0.95% | 1.29% | $8,827.9万 | 56.4万股 | $1.14亿 | 60.9万股 | -4.6万股-7.54% | 减仓 |
 甲骨文ORCL |
| 0.68% | — | $6,292.2万 | 42.9万股 | $0 | 0股 | +42.9万股 | 新买入 |
 埃森哲ACN |
| 0.45% | 1.54% | $4,193.8万 | 33.7万股 | $1.35亿 | 68.3万股 | -34.6万股-50.64% | 减仓 |
 谷歌AGOOGL |
| 0.26% | 0.06% | $2,397.4万 | 6.7万股 | $558.6万 | 1.9万股 | +4.8万股+245.37% | 加仓 |
 苹果AAPL |
| 0.13% | 0.04% | $1,163.8万 | 4.0万股 | $391.3万 | 1.5万股 | +2.5万股+160.83% | 加仓 |
 摩根大通JPM |
| 0.11% | — | $1,036.3万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.08% | — | $756.1万 | 8.2万股 | $0 | 0股 | +8.2万股 | 新买入 |
 江森自控JCI |
| 0.06% | 0.07% | $549.7万 | 3.8万股 | $575.7万 | 4.4万股 | -6,342股-14.42% | 减仓 |
| N纳斯达克NDAQ |
| 0.03% | 0.06% | $315.2万 | 4.0万股 | $562.0万 | 6.6万股 | -2.6万股-39.60% | 减仓 |
 高露洁CL |
| 0.03% | 0.03% | $265.7万 | 2.9万股 | $288.6万 | 3.4万股 | -4,887股-14.43% | 减仓 |
 EVERSOURCE ENERGYES |
| 0.03% | 0.03% | $243.7万 | 3.4万股 | $303.7万 | 4.4万股 | -1.0万股-23.10% | 减仓 |
 财捷INTU |
| 0.01% | 0.03% | $128.7万 | 4,931股 | $249.2万 | 5,763股 | -832股-14.44% | 减仓 |
