| AAlphabet Inc Class CGOOG |
| 5.37% | 4.84% | $1.14亿 | 32.2万股 | $9,384.9万 | 32.7万股 | -4,976股-1.52% | 减仓 |
 苹果AAPL |
| 3.27% | 0.6% | $6,939.4万 | 24.0万股 | $1,156.7万 | 4.6万股 | +19.4万股+426.19% | 加仓 |
| MMarriott Vacations Worldwide CorpVAC |
| 2.93% | 2.48% | $6,221.6万 | 6,326.0万股 | $4,812.5万 | 5,000.0万股 | +1,326.0万股+26.52% | 加仓 |
 亚马逊AMZN |
| 2.84% | 2.78% | $6,023.4万 | 25.3万股 | $5,395.5万 | 25.9万股 | -6,344股-2.45% | 减仓 |
 应用材料AMAT |
| 2.77% | 2.51% | $5,879.3万 | 8.1万股 | $4,857.9万 | 14.2万股 | -6.1万股-42.79% | 减仓 |
 AFFIRMAFRM |
| 2.67% | 2.88% | $5,663.8万 | 5,750.0万股 | $5,577.5万 | 5,750.0万股 | 00.00% | 持仓不变 |
 ANALOG DEVICES COMADI |
| 2.53% | 2.47% | $5,368.5万 | 13.5万股 | $4,780.3万 | 15.0万股 | -1.5万股-10.04% | 减仓 |
 微软MSFT |
| 2.48% | 2.76% | $5,255.9万 | 14.1万股 | $5,355.1万 | 14.5万股 | -3,766股-2.60% | 减仓 |
 礼来LLY |
| 2.47% | 2.12% | $5,229.0万 | 4.4万股 | $4,119.5万 | 4.5万股 | -1,192股-2.66% | 减仓 |
 博通AVGO |
| 2.41% | 2.48% | $5,113.1万 | 13.5万股 | $4,800.3万 | 15.5万股 | -2.0万股-12.73% | 减仓 |
 VisaV |
| 2.3% | 2.24% | $4,879.2万 | 14.2万股 | $4,349.3万 | 14.4万股 | -1,688股-1.17% | 减仓 |
 WASTE CONNECTIONSWCN |
| 2.19% | 2.02% | $4,642.3万 | 27.8万股 | $3,910.9万 | 24.1万股 | +3.8万股+15.67% | 加仓 |
 摩根大通JPM |
| 2.16% | 2.15% | $4,582.7万 | 14.0万股 | $4,161.0万 | 14.1万股 | -1,451股-1.03% | 减仓 |
 英伟达NVDA |
| 2.1% | 2.06% | $4,448.6万 | 22.2万股 | $3,988.2万 | 22.9万股 | -6,347股-2.78% | 减仓 |
| PPEBBLEBROOK HOTEL TR |
| 1.9% | 1.71% | $4,029.1万 | 4,057.1万股 | $3,307.6万 | 3,387.1万股 | +670.0万股+19.78% | 加仓 |
 汽车地带AZO |
| 1.89% | 2.2% | $3,999.1万 | 1.3万股 | $4,256.3万 | 1.3万股 | -88股-0.70% | 减仓 |
 US FOODSUSFD |
| 1.7% | 1.68% | $3,610.9万 | 35.3万股 | $3,265.0万 | 35.4万股 | -937股-0.26% | 减仓 |
 DANAHER DEL COMDHR |
| 1.67% | 1.87% | $3,543.2万 | 18.6万股 | $3,620.6万 | 19.1万股 | -4,946股-2.59% | 减仓 |
| RRedfin |
| 1.61% | — | $3,413.9万 | 3,537.7万股 | $0 | 0股 | +3,537.7万股 | 新买入 |
 艾伯维ABBV |
| 1.6% | 1.21% | $3,395.0万 | 13.5万股 | $2,337.5万 | 10.7万股 | +2.7万股+25.53% | 加仓 |
 TERRENO RLTYTRNO |
| 1.55% | 1.76% | $3,294.6万 | 50.9万股 | $3,413.2万 | 55.6万股 | -4.7万股-8.47% | 减仓 |
 AMERICAN WTR WKS NEWAWK |
| 1.55% | 1.8% | $3,278.6万 | 24.9万股 | $3,489.8万 | 25.6万股 | -7,257股-2.83% | 减仓 |
 波音BA |
| 1.5% | 1.12% | $3,177.6万 | 14.7万股 | $2,171.5万 | 10.9万股 | +3.8万股+34.54% | 加仓 |
 PROGRESSIVEPGR |
| 1.46% | 1.48% | $3,106.2万 | 14.2万股 | $2,869.8万 | 14.5万股 | -2,573股-1.78% | 减仓 |
 LAMAR ADVERTISINGLAMR |
| 1.45% | 1.31% | $3,080.2万 | 19.7万股 | $2,548.9万 | 20.1万股 | -3,760股-1.87% | 减仓 |
| ZZIFF DAVISZD |
| 1.43% | 1.55% | $3,032.9万 | 3,059.5万股 | $3,006.0万 | 3,059.5万股 | 00.00% | 持仓不变 |
 BOSTON SCIENTIFIC COMBSX |
| 1.43% | 1.43% | $3,025.8万 | 70.9万股 | $2,774.8万 | 44.2万股 | +26.7万股+60.33% | 加仓 |
 新思科技SNPS |
| 1.42% | 0.9% | $3,015.4万 | 6.8万股 | $1,745.9万 | 4.4万股 | +2.4万股+53.52% | 加仓 |
 AMETEK COMAME |
| 1.32% | 1.29% | $2,799.1万 | 11.6万股 | $2,505.7万 | 11.7万股 | -1,198股-1.02% | 减仓 |
 FERGUSON ENTERPRISESFERG |
| 1.29% | 1.42% | $2,744.5万 | 11.6万股 | $2,745.5万 | 11.8万股 | -2,062股-1.75% | 减仓 |
 迪尔DE |
| 1.29% | 1.26% | $2,731.9万 | 4.3万股 | $2,449.8万 | 4.3万股 | -423股-0.97% | 减仓 |
| NNVRNVR |
| 1.27% | 0.93% | $2,699.5万 | 3,962股 | $1,795.7万 | 2,725股 | +1,237股+45.39% | 加仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 1.25% | 1.31% | $2,640.7万 | 30.5万股 | $2,534.8万 | 32.2万股 | -1.7万股-5.43% | 减仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 1% | — | $2,111.2万 | 9.2万股 | $0 | 0股 | +9.2万股 | 新买入 |
 空气化工APD |
| 0.97% | 1.71% | $2,064.8万 | 7.0万股 | $3,324.5万 | 11.4万股 | -4.4万股-38.46% | 减仓 |
 VERICELVCEL |
| 0.84% | 0.67% | $1,772.3万 | 39.8万股 | $1,290.2万 | 40.1万股 | -2,680股-0.67% | 减仓 |
 LIFE TIMELTH |
| 0.83% | 0.72% | $1,752.9万 | 42.9万股 | $1,399.7万 | 52.0万股 | -9.0万股-17.39% | 减仓 |
| SSPX TECHNOLOGIESSPXC |
| 0.82% | 0.51% | $1,743.4万 | 7.1万股 | $979.3万 | 4.9万股 | +2.2万股+45.17% | 加仓 |
 NOVANTANOVT |
| 0.8% | 0.65% | $1,705.5万 | 10.5万股 | $1,264.4万 | 10.7万股 | -1,925股-1.80% | 减仓 |
| CCARDINAL INFRASTRUCTURE GROUCDNL |
| 0.8% | 0.35% | $1,691.0万 | 18.0万股 | $673.9万 | 17.0万股 | +9,580股+5.64% | 加仓 |
 斯伦贝谢SLB |
| 0.8% | 0.99% | $1,689.8万 | 36.3万股 | $1,918.6万 | 37.3万股 | -9,862股-2.64% | 减仓 |
 TwilioTWLO |
| 0.78% | 0.43% | $1,662.8万 | 8.1万股 | $829.5万 | 6.6万股 | +1.5万股+22.24% | 加仓 |
| VVSEVSEC |
| 0.77% | 0.69% | $1,638.3万 | 7.2万股 | $1,339.2万 | 7.3万股 | -925股-1.27% | 减仓 |
 AXOS FINANCIALAX |
| 0.76% | 0.72% | $1,613.6万 | 16.6万股 | $1,393.3万 | 16.4万股 | +1,945股+1.19% | 加仓 |
 LOARLOAR |
| 0.72% | 0.41% | $1,522.4万 | 18.9万股 | $792.7万 | 13.8万股 | +5.0万股+36.49% | 加仓 |
| RREPLIGENRGEN |
| 0.71% | 0.56% | $1,514.4万 | 11.1万股 | $1,086.5万 | 9.2万股 | +1.9万股+20.36% | 加仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 0.7% | 1.68% | $1,481.6万 | 4.2万股 | $3,258.4万 | 11.5万股 | -7.3万股-63.32% | 减仓 |
 Guardant HealthGH |
| 0.69% | 0.71% | $1,460.1万 | 9.7万股 | $1,375.8万 | 14.9万股 | -5.2万股-34.66% | 减仓 |
| UUpworkUPWK |
| 0.69% | 0.74% | $1,457.0万 | 1,468.0万股 | $1,440.5万 | 1,468.0万股 | 00.00% | 持仓不变 |
| DDUTCH BROSBROS |
| 0.68% | — | $1,447.8万 | 20.2万股 | $0 | 0股 | +20.2万股 | 新买入 |
