| IiShares安硕信托DSI |
| 11.68% | 7.89% | $3,985.5万 | 28.0万股 | $2,572.5万 | 21.2万股 | +6.8万股+31.86% | 加仓 |
 谷歌AGOOGL |
| 7.22% | 6.62% | $2,463.1万 | 6.9万股 | $2,156.9万 | 7.5万股 | -6,086股-8.11% | 减仓 |
| V先锋领航全球基金VSGX |
| 5.89% | 4.06% | $2,010.0万 | 24.4万股 | $1,321.9万 | 18.4万股 | +6.0万股+32.46% | 加仓 |
 苹果AAPL |
| 5.5% | 5.47% | $1,875.6万 | 6.5万股 | $1,783.3万 | 7.0万股 | -5,449股-7.75% | 减仓 |
 微软MSFT |
| 4.58% | 4.92% | $1,562.6万 | 4.2万股 | $1,602.2万 | 4.3万股 | -1,392股-3.22% | 减仓 |
 好市多COST |
| 3.84% | 4.73% | $1,311.8万 | 1.4万股 | $1,541.7万 | 1.5万股 | -1,449股-9.37% | 减仓 |
 TJXTJX |
| 3.61% | 4.46% | $1,233.0万 | 8.1万股 | $1,453.5万 | 9.1万股 | -9,628股-10.58% | 减仓 |
 林德LIN |
| 3.55% | 4.07% | $1,210.4万 | 2.3万股 | $1,325.4万 | 2.7万股 | -3,410股-12.75% | 减仓 |
 史赛克SYK |
| 3.1% | 3.61% | $1,057.3万 | 3.4万股 | $1,175.0万 | 3.6万股 | -2,179股-6.09% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 3.07% | 3.09% | $1,048.4万 | 14股 | $1,005.4万 | 14股 | 00.00% | 持仓不变 |
 伊顿ETN |
| 2.73% | 2.9% | $929.9万 | 2.2万股 | $944.7万 | 2.6万股 | -4,590股-17.38% | 减仓 |
 家得宝HD |
| 2.53% | 2.64% | $862.7万 | 2.4万股 | $860.8万 | 2.6万股 | -1,712股-6.54% | 减仓 |
 加拿大国家铁路CNI |
| 2.5% | 2.54% | $851.4万 | 7.1万股 | $827.0万 | 8.0万股 | -9,066股-11.27% | 减仓 |
 ADPADP |
| 2.3% | 3.19% | $783.8万 | 3.5万股 | $1,038.9万 | 5.1万股 | -1.6万股-31.55% | 减仓 |
 AMD超威AMD |
| 2.24% | 0.84% | $765.2万 | 1.3万股 | $273.9万 | 1.3万股 | -292股-2.17% | 减仓 |
 DatadogDDOG |
| 2.18% | 1.03% | $742.8万 | 2.9万股 | $336.8万 | 2.9万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 2.15% | 1.45% | $734.5万 | 1.5万股 | $472.2万 | 1.4万股 | +1,406股+10.06% | 加仓 |
 赛莱默XYL |
| 2.06% | 2.39% | $703.7万 | 6.0万股 | $778.1万 | 6.5万股 | -5,583股-8.57% | 减仓 |
| V先锋领航指数基金VOO |
| 2.06% | 1.87% | $701.9万 | 1.0万股 | $610.7万 | 1.0万股 | 00.00% | 持仓不变 |
 IDEXX LABS COMIDXX |
| 1.84% | 2.19% | $626.5万 | 1.2万股 | $713.3万 | 1.3万股 | -793股-6.25% | 减仓 |
| IiShares安硕ESGE |
| 1.61% | 1.11% | $548.0万 | 10.0万股 | $360.9万 | 7.9万股 | +2.1万股+26.23% | 加仓 |
 英伟达NVDA |
| 1.47% | 0.63% | $500.8万 | 2.5万股 | $204.9万 | 1.2万股 | +1.3万股+113.05% | 加仓 |
 VERALTO COM SHSVLTO |
| 1.37% | 1.72% | $467.1万 | 5.3万股 | $561.1万 | 6.3万股 | -1.1万股-16.99% | 减仓 |
| UUNILEVER SPON ADR NEWUL |
| 1.23% | 1.67% | $418.8万 | 7.0万股 | $543.6万 | 9.5万股 | -2.6万股-27.00% | 减仓 |
 PALO ALTOPANW |
| 1.13% | 0.64% | $385.3万 | 1.1万股 | $209.4万 | 1.3万股 | -1,763股-13.50% | 减仓 |
| BBADGER METERBMI |
| 1.06% | 1.18% | $361.0万 | 2.4万股 | $384.7万 | 2.5万股 | -921股-3.65% | 减仓 |
 DIGITAL RLTY TR COMDLR |
| 1.04% | 1.26% | $355.8万 | 2.0万股 | $411.1万 | 2.3万股 | -3,003股-13.16% | 减仓 |
| N纳斯达克NDAQ |
| 0.99% | 1.5% | $339.3万 | 4.3万股 | $487.8万 | 5.7万股 | -1.4万股-25.10% | 减仓 |
 MERCADOLIBRE COMMELI |
| 0.96% | 1% | $326.2万 | 1,922股 | $324.7万 | 1,878股 | +44股+2.34% | 加仓 |
 财捷INTU |
| 0.88% | 1.71% | $298.7万 | 1.1万股 | $557.7万 | 1.3万股 | -1,456股-11.29% | 减仓 |
 科磊KLAC |
| 0.83% | 0.41% | $281.6万 | 9,335股 | $132.4万 | 899股 | +8,436股+938.38% | 加仓 |
 博通AVGO |
| 0.79% | 0.08% | $269.3万 | 7,130股 | $26.1万 | 842股 | +6,288股+746.79% | 加仓 |
 ICICI BANK LIMITEDIBN |
| 0.74% | 1.14% | $251.7万 | 8.7万股 | $371.8万 | 14.4万股 | -5.7万股-39.59% | 减仓 |
 诺和诺德NVO |
| 0.73% | 0.77% | $248.3万 | 5.2万股 | $250.8万 | 6.8万股 | -1.6万股-24.10% | 减仓 |
 Arista网络ANET |
| 0.71% | 0.77% | $244.0万 | 1.4万股 | $251.3万 | 2.0万股 | -6,102股-29.82% | 减仓 |
 CALIFORNIA WTR SVC GROUP COMCWT |
| 0.69% | 0.83% | $234.5万 | 4.8万股 | $272.0万 | 6.0万股 | -1.2万股-19.65% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.64% | 0.6% | $218.0万 | 4,356股 | $194.3万 | 4,055股 | +301股+7.42% | 加仓 |
| WWinmarkWINA |
| 0.51% | 0.85% | $174.1万 | 4,114股 | $276.0万 | 6,455股 | -2,341股-36.27% | 减仓 |
 MIDDLESEX WTRMSEX |
| 0.46% | 0.61% | $157.1万 | 2.8万股 | $199.0万 | 3.8万股 | -1.0万股-26.86% | 减仓 |
 赛富时CRM |
| 0.46% | 1.14% | $156.0万 | 9,955股 | $372.2万 | 2.0万股 | -9,986股-50.08% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.43% | 0.32% | $145.8万 | 4,127股 | $104.4万 | 3,638股 | +489股+13.44% | 加仓 |
 SPROUTS FMRS MKTSFM |
| 0.41% | 0.54% | $139.0万 | 1.6万股 | $177.0万 | 2.3万股 | -6,516股-28.39% | 减仓 |
 BroadridgeBR |
| 0.4% | 0.89% | $135.9万 | 9,926股 | $289.1万 | 1.8万股 | -7,870股-44.22% | 减仓 |
 ZoomZM |
| 0.31% | 0.37% | $107.4万 | 1.2万股 | $120.9万 | 1.5万股 | -2,594股-17.25% | 减仓 |
 DANAHER DEL COMDHR |
| 0.28% | 0.71% | $95.2万 | 4,999股 | $232.6万 | 1.2万股 | -7,271股-59.26% | 减仓 |
 固安捷GWW |
| 0.27% | 0.23% | $93.3万 | 686股 | $74.8万 | 686股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.25% | 0.2% | $85.9万 | 7,311股 | $64.3万 | 8,287股 | -976股-11.78% | 减仓 |
 AFFIRM COM CL AAFRM |
| 0.24% | — | $81.6万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 EASTERN BANKSHARESEBC |
| 0.22% | 1.56% | $76.6万 | 3.4万股 | $507.9万 | 26.0万股 | -22.5万股-86.74% | 减仓 |
| MMAGNUM ICE CREAM ORD SHSMICC |
| 0.2% | 0.19% | $67.2万 | 3.9万股 | $60.4万 | 4.0万股 | -1,775股-4.40% | 减仓 |
