 赛莱默XYL |
| 12.89% | 5.53% | $360.4万 | 3.1万股 | $303.3万 | 2.5万股 | +5,100股+20.08% | 加仓 |
 IQVIAIQV |
| 12.08% | 4.04% | $338.0万 | 1.8万股 | $221.5万 | 1.3万股 | +4,500股+34.62% | 加仓 |
 WASTE MGMT DELWM |
| 11.87% | 6.23% | $332.0万 | 1.5万股 | $342.1万 | 1.5万股 | 00.00% | 持仓不变 |
 EMCOREME |
| 9.34% | 5.44% | $261.3万 | 3,150股 | $298.8万 | 4,050股 | -900股-22.22% | 减仓 |
 VERALTO COM SHSVLTO |
| 8.02% | 3.91% | $224.3万 | 2.5万股 | $214.7万 | 2.4万股 | +1,000股+4.12% | 加仓 |
| BBENTLEY SYSBSY |
| 7.88% | 3.39% | $220.5万 | 7.4万股 | $186.0万 | 5.3万股 | +2.1万股+39.25% | 加仓 |
 STANTECSTN |
| 7.49% | 4.74% | $209.5万 | 3.1万股 | $260.5万 | 3.0万股 | +300股+0.99% | 加仓 |
| GGE医疗GEHC |
| 6.77% | 3.95% | $189.4万 | 3.0万股 | $216.9万 | 3.1万股 | -900股-2.95% | 减仓 |
 星座能源CEG |
| 6.61% | 3.25% | $185.0万 | 7,450股 | $178.6万 | 6,400股 | +1,050股+16.41% | 加仓 |
 ZOETIS CL AZTS |
| 5.06% | 4.24% | $141.5万 | 2.0万股 | $232.7万 | 2.0万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 3.92% | 1.98% | $109.6万 | 3,350股 | $108.8万 | 3,700股 | -350股-9.46% | 减仓 |
 赛富时CRM |
| 2.3% | 1.26% | $64.2万 | 4,100股 | $69.0万 | 3,700股 | +400股+10.81% | 加仓 |
| PPROLOGIS COMPLD |
| 1.89% | 1.03% | $52.8万 | 3,900股 | $56.8万 | 4,300股 | -400股-9.30% | 减仓 |
 ADOBE COMADBE |
| 1.54% | 0.93% | $43.0万 | 2,100股 | $51.0万 | 2,100股 | 00.00% | 持仓不变 |
 PAYPAL COMPYPL |
| 1.16% | 0.62% | $32.4万 | 7,500股 | $33.9万 | 7,500股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.61% | 0.27% | $17.0万 | 850股 | $14.8万 | 850股 | 00.00% | 持仓不变 |
 AGILENT TECHNOLOGIES COMA |
| 0.33% | 0.15% | $9.3万 | 700股 | $8.0万 | 700股 | 00.00% | 持仓不变 |
 IDEXIEX |
| 0.24% | 0.14% | $6.8万 | 300股 | $7.6万 | 400股 | -100股-25.00% | 减仓 |
