 KEYSIGHT TECHNOLOGIESKEYS |
| 4.3% | 4.84% | $866.5万 | 2.5万股 | $934.0万 | 3.3万股 | -8,325股-25.17% | 减仓 |
 ROKU COM CL AROKU |
| 3.2% | 1.33% | $643.7万 | 4.7万股 | $256.4万 | 2.7万股 | +2.0万股+71.96% | 加仓 |
 Bloom EnergyBE |
| 2.73% | 0.21% | $550.0万 | 1.8万股 | $41.5万 | 3,063股 | +1.5万股+493.18% | 加仓 |
 MADISON SQUARE GARDEN SPCLASS AMSGS |
| 2.25% | 2.72% | $454.0万 | 1.1万股 | $524.7万 | 1.6万股 | -5,028股-30.80% | 减仓 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 2.19% | — | $442.0万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 EASTGROUP PPTYSEGP |
| 2.1% | 2.47% | $423.4万 | 2.1万股 | $476.1万 | 2.6万股 | -4,817股-18.73% | 减仓 |
 MSC INDL DIRECTMSM |
| 1.89% | — | $381.7万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
| PPROLOGIS COMPLD |
| 1.83% | 2.28% | $369.1万 | 2.7万股 | $441.2万 | 3.3万股 | -6,127股-18.36% | 减仓 |
 甲骨文ORCL |
| 1.72% | 0.66% | $345.9万 | 2.4万股 | $128.0万 | 8,700股 | +1.5万股+171.26% | 加仓 |
| HHINGE HEALTHHNGE |
| 1.63% | 1.59% | $329.3万 | 4.0万股 | $307.5万 | 8.0万股 | -4.0万股-50.25% | 减仓 |
 MADISON SQUARE GARDEN ENTERTAINMENT CORPMSGE |
| 1.52% | 2.19% | $306.1万 | 3.8万股 | $422.4万 | 7.2万股 | -3.4万股-47.22% | 减仓 |
 AMETEK COMAME |
| 1.51% | 1.14% | $303.7万 | 1.3万股 | $219.9万 | 1.0万股 | +2,295股+22.37% | 加仓 |
 自由媒体FWONK |
| 1.4% | — | $282.5万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 TKO GROUP HLDGS INC CLASS ATKO |
| 1.4% | 3.38% | $281.8万 | 1.4万股 | $653.7万 | 3.2万股 | -1.8万股-56.83% | 减仓 |
 万豪MAR |
| 1.39% | — | $279.5万 | 7,542股 | $0 | 0股 | +7,542股 | 新买入 |
 SENSIENT TECHNOLOGIESSXT |
| 1.38% | 0.49% | $278.5万 | 2.3万股 | $95.1万 | 1.1万股 | +1.2万股+105.25% | 加仓 |
 星巴克SBUX |
| 1.37% | 0.57% | $276.1万 | 2.7万股 | $110.2万 | 1.2万股 | +1.5万股+119.66% | 加仓 |
 Live NationLYV |
| 1.37% | 1.24% | $275.9万 | 1.5万股 | $239.5万 | 1.6万股 | -638股-4.06% | 减仓 |
 奎斯特诊断DGX |
| 1.36% | 1.52% | $273.2万 | 1.3万股 | $293.1万 | 1.5万股 | -2,066股-13.81% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.34% | 0.54% | $270.3万 | 1.7万股 | $104.6万 | 7,134股 | +9,900股+138.77% | 加仓 |
 CLEAN HARBORSCLH |
| 1.33% | 1.64% | $268.4万 | 8,985股 | $316.2万 | 1.1万股 | -2,042股-18.52% | 减仓 |
 台积电TSM |
| 1.32% | 6.06% | $266.9万 | 5,589股 | $1,171.2万 | 3.5万股 | -2.9万股-83.87% | 减仓 |
| PPLEXUSPLXS |
| 1.32% | — | $265.6万 | 8,832股 | $0 | 0股 | +8,832股 | 新买入 |
 应用材料AMAT |
| 1.25% | — | $251.0万 | 3,472股 | $0 | 0股 | +3,472股 | 新买入 |
 FORESTARFOR |
| 1.24% | 1.4% | $250.7万 | 7.9万股 | $271.2万 | 11.1万股 | -3.2万股-28.61% | 减仓 |
 RPM INTLRPM |
| 1.23% | — | $247.5万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.2% | — | $242.5万 | 5,281股 | $0 | 0股 | +5,281股 | 新买入 |
| EEBAY COMEBAY |
| 1.15% | 0.57% | $231.4万 | 2.1万股 | $110.5万 | 1.2万股 | +8,567股+70.55% | 加仓 |
 亚马逊AMZN |
| 1.14% | 0.83% | $230.4万 | 9,667股 | $160.5万 | 7,707股 | +1,960股+25.43% | 加仓 |
 雷神技术RTX |
| 1.13% | 0.97% | $228.3万 | 1.2万股 | $187.6万 | 9,724股 | +2,307股+23.72% | 加仓 |
| CCOMMERCIAL METALSCMC |
| 1.11% | — | $224.1万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
| UUpstart Holdings INC CORP COMMONUPST |
| 1.09% | 0.69% | $219.3万 | 6.2万股 | $133.4万 | 5.2万股 | +9,900股+19.04% | 加仓 |
| CCHIME FINLCHYM |
| 1.08% | 0.94% | $217.1万 | 10.6万股 | $181.9万 | 9.7万股 | +8,900股+9.17% | 加仓 |
 希尔顿HLT |
| 1.05% | — | $211.7万 | 6,405股 | $0 | 0股 | +6,405股 | 新买入 |
 LEVI STRAUSS & NEWLEVI |
| 0.98% | — | $198.3万 | 8.0万股 | $0 | 0股 | +8.0万股 | 新买入 |
 TELEDYNE TECHNOLOGIESTDY |
| 0.97% | 1.07% | $196.1万 | 2,941股 | $205.9万 | 3,403股 | -462股-13.58% | 减仓 |
 罗克韦尔自动化ROK |
| 0.96% | 0.37% | $193.8万 | 3,914股 | $70.8万 | 1,973股 | +1,941股+98.38% | 加仓 |
| RRBC BEARINGSRBC |
| 0.96% | 0.68% | $193.5万 | 3,004股 | $130.7万 | 2,407股 | +597股+24.80% | 加仓 |
 EquinixEQIX |
| 0.92% | 0.74% | $184.9万 | 1,774股 | $143.1万 | 1,460股 | +314股+21.51% | 加仓 |
 APPLIED INDL TECHNOLOGIES INAIT |
| 0.88% | — | $176.9万 | 5,232股 | $0 | 0股 | +5,232股 | 新买入 |
 CSX铁路CSX |
| 0.86% | 0.53% | $172.3万 | 3.6万股 | $102.7万 | 2.5万股 | +1.1万股+45.00% | 加仓 |
 伍德沃德WWD |
| 0.8% | 0.86% | $162.1万 | 3,810股 | $165.4万 | 4,622股 | -812股-17.57% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.8% | 1.21% | $161.6万 | 4,069股 | $233.5万 | 7,338股 | -3,269股-44.55% | 减仓 |
 Guardant HealthGH |
| 0.79% | — | $158.7万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 IDEXIEX |
| 0.78% | — | $157.5万 | 6,941股 | $0 | 0股 | +6,941股 | 新买入 |
 艾利丹尼森AVY |
| 0.78% | 1.41% | $157.2万 | 9,682股 | $272.8万 | 1.6万股 | -6,118股-38.72% | 减仓 |
| RREVOLUTION MEDICINES COMRVMD |
| 0.77% | — | $156.0万 | 8,328股 | $0 | 0股 | +8,328股 | 新买入 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.75% | — | $150.4万 | 4,008股 | $0 | 0股 | +4,008股 | 新买入 |
 MascoMAS |
| 0.73% | — | $147.5万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 0.73% | 0.54% | $146.3万 | 2.0万股 | $103.7万 | 3.0万股 | -1.0万股-34.87% | 减仓 |
