 REPUBLIC SVCSRSG |
| 5.78% | — | $5,382.3万 | 25.3万股 | $0 | 0股 | +25.3万股 | 新买入 |
 CHURCH & DWIGHTCHD |
| 3.69% | 2.13% | $3,436.7万 | 35.5万股 | $1,451.5万 | 15.6万股 | +19.9万股+128.07% | 加仓 |
 PHILIP MORRIS INTLPM |
| 3.45% | — | $3,211.0万 | 17.7万股 | $0 | 0股 | +17.7万股 | 新买入 |
 艺康ECL |
| 3.41% | — | $3,172.1万 | 11.4万股 | $0 | 0股 | +11.4万股 | 新买入 |
 KEURIG DR PEPPER COMKDP |
| 3.2% | — | $2,981.4万 | 91.1万股 | $0 | 0股 | +91.1万股 | 新买入 |
 星座品牌STZ |
| 3.2% | — | $2,976.2万 | 21.4万股 | $0 | 0股 | +21.4万股 | 新买入 |
| FFASTENAL COMFAST |
| 2.92% | — | $2,713.2万 | 56.5万股 | $0 | 0股 | +56.5万股 | 新买入 |
 FERGUSON ENTERPRISESFERG |
| 2.77% | 2.26% | $2,581.7万 | 10.9万股 | $1,541.4万 | 6.6万股 | +4.3万股+64.62% | 加仓 |
 KRAFT HEINZ COMKHC |
| 2.68% | — | $2,494.6万 | 105.6万股 | $0 | 0股 | +105.6万股 | 新买入 |
 派克汉尼汾PH |
| 2.66% | 1.58% | $2,478.2万 | 2.5万股 | $1,073.4万 | 1.2万股 | +1.3万股+111.31% | 加仓 |
 阿斯麦ASML |
| 2.55% | — | $2,371.2万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 ANALOG DEVICES COMADI |
| 2.41% | 3.31% | $2,243.0万 | 5.6万股 | $2,255.2万 | 7.1万股 | -1.4万股-20.33% | 减仓 |
 德州仪器TXN |
| 2.3% | — | $2,144.4万 | 7.2万股 | $0 | 0股 | +7.2万股 | 新买入 |
 卡特彼勒CAT |
| 2.26% | 2.04% | $2,098.8万 | 2.0万股 | $1,389.6万 | 2.0万股 | +94股+0.48% | 加仓 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 2.07% | — | $1,925.6万 | 25.7万股 | $0 | 0股 | +25.7万股 | 新买入 |
 亚马逊AMZN |
| 2.06% | 2.76% | $1,915.7万 | 8.0万股 | $1,877.1万 | 9.0万股 | -9,748股-10.82% | 减仓 |
 伊顿ETN |
| 2.03% | — | $1,887.9万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
| IiShares安硕信托ITB |
| 2.03% | 1.64% | $1,887.8万 | 18.1万股 | $1,114.3万 | 12.3万股 | +5.8万股+46.83% | 加仓 |
 PPG工业PPG |
| 1.96% | — | $1,827.8万 | 15.1万股 | $0 | 0股 | +15.1万股 | 新买入 |
 BWX科技BWXT |
| 1.93% | — | $1,791.5万 | 9.2万股 | $0 | 0股 | +9.2万股 | 新买入 |
 帕卡PCAR |
| 1.9% | 1.78% | $1,768.9万 | 14.7万股 | $1,209.9万 | 10.5万股 | +4.3万股+40.57% | 加仓 |
 西部数据WDC |
| 1.86% | 0.65% | $1,734.4万 | 2.7万股 | $440.4万 | 1.6万股 | +1.1万股+66.78% | 加仓 |
 希捷STX |
| 1.82% | 1.56% | $1,695.6万 | 1.8万股 | $1,059.2万 | 2.7万股 | -9,466股-35.01% | 减仓 |
 HALEON SPON ADSHLN |
| 1.73% | — | $1,610.9万 | 172.7万股 | $0 | 0股 | +172.7万股 | 新买入 |
 BRITISH AMERN TOB SPONSORED ADRBTI |
| 1.69% | — | $1,576.7万 | 25.5万股 | $0 | 0股 | +25.5万股 | 新买入 |
 CARRIER GLOBALCARR |
| 1.54% | — | $1,434.7万 | 19.6万股 | $0 | 0股 | +19.6万股 | 新买入 |
 MOLSON COORS BEVERAGE CL BTAP |
| 1.53% | — | $1,419.4万 | 36.4万股 | $0 | 0股 | +36.4万股 | 新买入 |
| DDOORDASHDASH |
| 1.48% | 2.43% | $1,376.3万 | 7.5万股 | $1,653.2万 | 11.0万股 | -3.6万股-32.26% | 减仓 |
| TTOAST CL ATOST |
| 1.43% | 2.07% | $1,327.5万 | 47.7万股 | $1,410.5万 | 53.2万股 | -5.5万股-10.31% | 减仓 |
 Meta平台META |
| 1.38% | 1.81% | $1,285.1万 | 2.3万股 | $1,234.3万 | 2.2万股 | +1,242股+5.76% | 加仓 |
| CCOMFORT SYS USAFIX |
| 1.34% | 1.09% | $1,248.8万 | 6,301股 | $744.7万 | 5,400股 | +901股+16.69% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.28% | 2.32% | $1,188.0万 | 2.6万股 | $1,579.2万 | 3.3万股 | -6,691股-20.55% | 减仓 |
 NUTRIENNTR |
| 1.27% | — | $1,179.9万 | 18.7万股 | $0 | 0股 | +18.7万股 | 新买入 |
| R拉夫劳伦RL |
| 1.15% | — | $1,072.6万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
 BOOT BARNBOOT |
| 1.12% | — | $1,038.3万 | 6.3万股 | $0 | 0股 | +6.3万股 | 新买入 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 1.09% | 2.44% | $1,013.2万 | 4.1万股 | $1,659.2万 | 8.4万股 | -4.3万股-51.75% | 减仓 |
 美光科技MU |
| 1.06% | — | $981.7万 | 8,505股 | $0 | 0股 | +8,505股 | 新买入 |
 Arista网络ANET |
| 1.04% | 0.27% | $968.3万 | 5.7万股 | $186.0万 | 1.5万股 | +4.2万股+276.17% | 加仓 |
 CELANESE DELCE |
| 1.01% | — | $943.9万 | 20.5万股 | $0 | 0股 | +20.5万股 | 新买入 |
| BBRINKER INTLEAT |
| 0.99% | 1.59% | $921.8万 | 5.5万股 | $1,085.5万 | 7.6万股 | -2.1万股-27.83% | 减仓 |
| SSANDISK COMSNDK |
| 0.92% | 0.39% | $852.6万 | 3,750股 | $266.0万 | 4,187股 | -437股-10.44% | 减仓 |
 沃尔玛WMT |
| 0.91% | 0.59% | $849.7万 | 7.5万股 | $402.4万 | 3.2万股 | +4.3万股+131.71% | 加仓 |
| BBEST BUYBBY |
| 0.87% | — | $811.1万 | 10.7万股 | $0 | 0股 | +10.7万股 | 新买入 |
| FFIVE BELOWFIVE |
| 0.83% | 1.49% | $769.2万 | 4.3万股 | $1,015.6万 | 4.4万股 | -1,668股-3.75% | 减仓 |
 ServiceNowNOW |
| 0.82% | — | $767.0万 | 7.7万股 | $0 | 0股 | +7.7万股 | 新买入 |
 VertivVRT |
| 0.82% | — | $765.8万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
| AAT&TT |
| 0.79% | — | $732.1万 | 35.4万股 | $0 | 0股 | +35.4万股 | 新买入 |
 AMERICAN EAGLE OUTFITTERS INAEO |
| 0.76% | — | $704.2万 | 40.9万股 | $0 | 0股 | +40.9万股 | 新买入 |
 BURLINGTON STORES COMBURL |
| 0.72% | 1.95% | $670.5万 | 2.1万股 | $1,326.6万 | 4.1万股 | -2.0万股-48.09% | 减仓 |
 捷普JBL |
| 0.68% | — | $631.5万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
