CIK: 0001802473
申报总市值
US$10.4亿
仅显示前 200 大持股（共 293 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 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.59% | -1.20% | +5.39% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.30% | -0.31% | -0.81% | |
| 3 | SYK | Stryker CORP | 股票-医疗保健 | 1.83% | -0.38% | +3.16% | |
| 4 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.70% | -0.48% | -0.35% | |
| 5 | ICE | Intercontinental Exchange In | 股票-金融 | 1.61% | -0.38% | -2.59% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 1.55% | -0.30% | +3.32% | |
| 7 | RSG | Republic Services INC | 股票-工业 | 1.52% | -0.30% | +1.60% | |
| 8 | FDS | Factset Research Systems INC | 股票-金融 | 1.40% | — | +4.19% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.29% | -0.47% | +2.49% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.26% | -0.41% | -1.04% | |
| 11 | MCO | Moody's CORP | 股票-金融 | 1.25% | -0.54% | EXIT | |
| 12 | MSCI | Msci INC | 股票-金融 | 1.17% | -0.50% | +6.18% | |
| 13 | ROP | Roper Technologies INC | 股票-科技 | 1.11% | +0.25% | +278.63% | |
| 14 | CRM | Salesforce INC | 股票-科技 | 1.00% | -0.36% | +5.07% | |
| 15 | EME | Emcor Group INC | 股票-工业 | 0.97% | — | +2.63% | |
| 16 | PH | Parker Hannifin CORP | 股票-工业 | 0.95% | -0.24% | -0.65% | |
| 17 | ETN | Eaton Corporation plc | 股票-工业 | 0.95% | — | +11.44% | |
| 18 | FICO | Fair Isaac CORP | 股票-科技 | 0.94% | -0.30% | -17.20% | |
| 19 | BRO | Brown & Brown INC | 股票-金融 | 0.94% | — | -4.54% | |
| 20 | CACI | Caci International INC -cl A | 股票-科技 | 0.94% | -0.23% | -1.16% | |
| 21 | CPRT | Copart INC | 股票-工业 | 0.94% | -0.23% | +3.39% | |
| 22 | CSL | Carlisle Cos INC | 股票-工业 | 0.93% | — | +2.12% | |
| 23 | GWW | Ww Grainger INC | 股票-工业 | 0.92% | — | -0.96% | |
| 24 | ALC | Alcon Inc. | 股票-医疗保健 | 0.92% | — | +562.48% | |
| 25 | FISV | Fiserv INC | 股票-其他 | 0.92% | +0.25% | -3.77% | |
| 26 | TXRH | Texas Roadhouse INC | 股票-周期性消费 | 0.92% | — | +5.95% | |
| 27 | ITT | Itt INC | 股票-工业 | 0.91% | — | +1.45% | |
| 28 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.91% | — | +0.54% | |
| 29 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.91% | — | +2.46% | |
| 30 | LDOS | Leidos Holdings INC | 股票-科技 | 0.90% | -0.23% | +0.72% | |
| 31 | NVT | nVent Electric plc | 股票-工业 | 0.90% | — | — | |
| 32 | ACN | Accenture plc | 股票-科技 | 0.89% | — | -4.06% | |
| 33 | CW | Curtiss-wright CORP | 股票-工业 | 0.89% | — | — | |
| 34 | PRI | Primerica INC | 股票-金融 | 0.89% | — | -1.98% | |
| 35 | DECK | Deckers Outdoor CORP | 股票-周期性消费 | 0.88% | — | +598.54% | |
| 36 | HON | Honeywell International INC | 股票-工业 | 0.87% | — | +5.16% | |
| 37 | SPGI | S&p Global INC | 股票-金融 | 0.87% | -0.31% | +1.15% | |
| 38 | IR | Ingersoll-rand INC | 股票-工业 | 0.87% | — | +2.49% | |
| 39 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.87% | — | -0.40% | |
| 40 | ICLR | ICON Public Limited Company | 股票-医疗保健 | 0.87% | -0.25% | +12.63% | |
| 41 | WSO | Watsco INC | 股票-工业 | 0.85% | — | +2.67% | |
| 42 | TSCO | Tractor Supply Company | 股票-周期性消费 | 0.85% | — | +2.27% | |
| 43 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.85% | +0.81% | +149.95% | |
| 44 | SAIA | Saia INC | 股票-工业 | 0.85% | — | — | |
| 45 | BR | Broadridge Financial Solutio | 股票-科技 | 0.84% | — | +1.52% | |
| 46 | ADP | Automatic Data Processing | 股票-科技 | 0.83% | — | +0.84% | |
| 47 | FCN | Fti Consulting INC | 股票-工业 | 0.83% | +0.25% | — | |
| 48 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.82% | — | -4.73% | |
| 49 | FELE | Franklin Electric Co INC | 股票-工业 | 0.82% | — | +4.50% | |
| 50 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.81% | — | +0.36% |