CIK: 0001352342
申报总市值
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仅显示前 200 大持股（共 597 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 股票-科技 | 5.20% | — | +18.40% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.03% | — | -27.23% | |
| 3 | A | Agilent Technologies INC | 股票-医疗保健 | 1.80% | — | +6.03% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.78% | — | +19.70% | |
| 5 | AMH | American Homes 4 Rent- A | 股票-房地产 | 1.76% | — | +9.00% | |
| 6 | CSGP | Costar Group INC | 股票-房地产 | 1.66% | — | +102.85% | |
| 7 | SPGI | S&p Global INC | 股票-金融 | 1.66% | — | +27.43% | |
| 8 | INTU | Intuit INC | 股票-科技 | 1.60% | — | +21.87% | |
| 9 | SUI | Sun Communities INC | 股票-房地产 | 1.60% | — | +6.53% | |
| 10 | PODD | Insulet CORP | 股票-医疗保健 | 1.54% | — | +60.78% | |
| 11 | LIN | Linde plc | 股票-原材料 | 1.50% | — | -4.31% | |
| 12 | DSGX | Descartes Systems Grp/the | 股票-科技 | 1.44% | — | +10.56% | |
| 13 | AVLRUSD | Avalara INC | 股票-其他 | 1.43% | — | +65.05% | |
| 14 | PAYC | Paycom Software INC | 股票-科技 | 1.40% | — | +39.51% | |
| 15 | TYL | Tyler Technologies INC | 股票-科技 | 1.39% | — | +14.29% | |
| 16 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.38% | — | +502.14% | |
| 17 | VRSN | Verisign INC | 股票-科技 | 1.37% | — | +6.60% | |
| 18 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.36% | — | -8.48% | |
| 19 | COUPEUR | Coupa Software INC | 股票-其他 | 1.36% | — | +68.66% | |
| 20 | POOL | Pool CORP | 股票-工业 | 1.36% | — | +58.94% | |
| 21 | MTD | Mettler-toledo International | 股票-医疗保健 | 1.32% | — | +8.86% | |
| 22 | AKX | Ansys INC | 股票-其他 | 1.32% | — | +14.95% | |
| 23 | WCN | Waste Connections INC | 股票-工业 | 1.30% | — | +30.55% | |
| 24 | MA | Mastercard INC - A | 股票-金融 | 1.25% | — | +48.84% | |
| 25 | FDS | Factset Research Systems INC | 股票-金融 | 1.25% | — | +26.36% | |
| 26 | ICE | Intercontinental Exchange In | 股票-金融 | 1.23% | — | -16.02% | |
| 27 | PPLI | People INC | 股票-通信服务 | 1.21% | — | +21.27% | |
| 28 | CP | Canadian Pacific Kansa F | 股票-工业 | 1.19% | — | -8.65% | |
| 29 | MCO | Moody's CORP | 股票-金融 | 1.16% | — | +2.43% | |
| 30 | ODFL | Old Dominion Freight Line | 股票-工业 | 1.15% | — | +7.24% | |
| 31 | NVDA | Nvidia CORP | 股票-科技 | 1.13% | — | +43.35% | |
| 32 | INVH | Invitation Homes INC | 股票-房地产 | 1.12% | — | -10.68% | |
| 33 | CDNS | Cadence Design Sys INC | 股票-科技 | 1.11% | — | +18.34% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 1.09% | — | +22.22% | |
| 35 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 1.09% | — | +15.68% | |
| 36 | CHD | Church & Dwight Co INC | 股票-非周期性消费 | 1.07% | — | +7.02% | |
| 37 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 1.05% | — | +21.18% | |
| 38 | MSCI | Msci INC | 股票-金融 | 1.04% | — | +7.96% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.01% | — | -1.17% | |
| 40 | BL | Blackline INC | 股票-科技 | 1.00% | — | +98.13% | |
| 41 | DHR | Danaher CORP | 股票-医疗保健 | 0.99% | — | +5.39% | |
| 42 | ADSK | Autodesk INC | 股票-科技 | 0.98% | — | -12.58% | |
| 43 | DH | Definitive Healthcare CORP | 股票-其他 | 0.98% | — | +174.27% | |
| 44 | MORN | Morningstar INC | 股票-金融 | 0.98% | — | -5.97% | |
| 45 | IEX | Idex CORP | 股票-工业 | 0.97% | — | +4.91% | |
| 46 | DHI | Dr Horton INC | 股票-周期性消费 | 0.96% | — | -1.32% | |
| 47 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.94% | — | +334.44% | |
| 48 | DOCS | Doximity Inc-class A | 股票-医疗保健 | 0.92% | — | +34.86% | |
| 49 | XEL | Xcel Energy INC | 股票-公用事业 | 0.92% | — | +210.70% | |
| 50 | CME | Cme Group INC | 股票-金融 | 0.90% | — | +5.24% |