 科磊KLAC |
| 1.79% | 1.11% | $1.08亿 | 35.9万股 | $6,001.1万 | 4.1万股 | +31.9万股+781.51% | 加仓 |
 应用材料AMAT |
| 1.67% | 1.07% | $1.01亿 | 14.0万股 | $5,803.3万 | 17.0万股 | -3.0万股-17.69% | 减仓 |
 泛林集团LRCX |
| 1.58% | 1.03% | $9,554.7万 | 22.0万股 | $5,604.5万 | 26.2万股 | -4.2万股-15.94% | 减仓 |
 安费诺APH |
| 1.54% | 0.99% | $9,315.4万 | 52.8万股 | $5,342.5万 | 42.3万股 | +10.5万股+24.95% | 加仓 |
 谷歌AGOOGL |
| 1.38% | 1.1% | $8,342.8万 | 23.3万股 | $5,974.2万 | 20.8万股 | +2.6万股+12.37% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.37% | 1.2% | $8,288.0万 | 19.2万股 | $6,511.9万 | 39.7万股 | -20.5万股-51.58% | 减仓 |
| DDropboxDBX |
| 1.36% | 1% | $8,255.2万 | 300.5万股 | $5,403.0万 | 237.8万股 | +62.7万股+26.37% | 加仓 |
| CCLEAR SECUREYOU |
| 1.36% | — | $8,254.2万 | 148.1万股 | $0 | 0股 | +148.1万股 | 新买入 |
 Arista网络ANET |
| 1.36% | 0.98% | $8,242.5万 | 48.5万股 | $5,300.0万 | 43.2万股 | +5.4万股+12.40% | 加仓 |
 捷普JBL |
| 1.35% | 1.11% | $8,181.5万 | 21.2万股 | $6,031.0万 | 22.7万股 | -1.5万股-6.52% | 减仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 1.33% | 1.07% | $8,056.2万 | 23.0万股 | $5,804.1万 | 20.6万股 | +2.5万股+11.96% | 加仓 |
 柯蒂斯怀特CW |
| 1.32% | 1.13% | $8,002.6万 | 10.6万股 | $6,133.1万 | 9.0万股 | +1.6万股+17.28% | 加仓 |
 德州仪器TXN |
| 1.31% | 1.08% | $7,929.0万 | 26.6万股 | $5,851.0万 | 30.1万股 | -3.5万股-11.74% | 减仓 |
 TD SYNNEXSNX |
| 1.28% | 1.2% | $7,780.7万 | 29.1万股 | $6,527.4万 | 38.7万股 | -9.6万股-24.78% | 减仓 |
| SSS&C TECHSSNC |
| 1.28% | 1.03% | $7,757.7万 | 125.0万股 | $5,587.0万 | 82.7万股 | +42.3万股+51.21% | 加仓 |
 洛克希德马丁LMT |
| 1.25% | 1.07% | $7,561.3万 | 14.8万股 | $5,793.6万 | 9.6万股 | +5.3万股+54.83% | 加仓 |
 微软MSFT |
| 1.24% | 1.04% | $7,530.5万 | 20.2万股 | $5,654.4万 | 15.3万股 | +4.9万股+32.16% | 加仓 |
 希捷STX |
| 1.24% | 1.03% | $7,493.7万 | 7.8万股 | $5,558.3万 | 14.2万股 | -6.4万股-45.27% | 减仓 |
 CorpayCPAY |
| 1.22% | 0.98% | $7,420.7万 | 22.3万股 | $5,305.9万 | 18.2万股 | +4.0万股+22.11% | 加仓 |
| FFABRINETFN |
| 1.19% | 1.11% | $7,239.3万 | 12.9万股 | $6,026.2万 | 11.6万股 | +1.3万股+11.46% | 加仓 |
 ARROW ELECTRSARW |
| 1.19% | — | $7,230.8万 | 33.9万股 | $0 | 0股 | +33.9万股 | 新买入 |
 思科CSCO |
| 1.19% | 1.11% | $7,187.3万 | 61.2万股 | $5,987.9万 | 77.2万股 | -16.0万股-20.71% | 减仓 |
| NNextPowerNXT |
| 1.18% | 1.11% | $7,156.4万 | 60.1万股 | $6,033.3万 | 50.0万股 | +10.0万股+20.02% | 加仓 |
 NetAppNTAP |
| 1.17% | 1.07% | $7,079.4万 | 45.7万股 | $5,800.2万 | 56.6万股 | -10.9万股-19.25% | 减仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 1.16% | 1.03% | $7,041.5万 | 34.9万股 | $5,578.0万 | 26.7万股 | +8.2万股+30.88% | 加仓 |
 欧特克ADSK |
| 1.14% | 1.04% | $6,882.1万 | 35.4万股 | $5,659.2万 | 23.6万股 | +11.8万股+49.74% | 加仓 |
 LIFE TIMELTH |
| 0.71% | 0.63% | $4,322.2万 | 105.8万股 | $3,413.1万 | 126.7万股 | -20.9万股-16.47% | 减仓 |
 ROYALTY PHARMARPRX |
| 0.71% | 0.79% | $4,319.8万 | 77.0万股 | $4,273.4万 | 89.1万股 | -12.0万股-13.52% | 减仓 |
| CCARNIVAL CORP LTD COMMON SHARESCCL |
| 0.68% | 0.75% | $4,149.4万 | 145.2万股 | $4,061.0万 | 156.9万股 | -11.7万股-7.44% | 减仓 |
 达维塔DVA |
| 0.68% | 0.68% | $4,143.2万 | 18.6万股 | $3,709.0万 | 24.1万股 | -5.5万股-22.83% | 减仓 |
| TTENET HEALTHCARETHC |
| 0.68% | 0.56% | $4,142.9万 | 22.1万股 | $3,037.8万 | 16.1万股 | +6.0万股+37.57% | 加仓 |
 ExpediaEXPE |
| 0.66% | 0.52% | $4,003.0万 | 15.6万股 | $2,835.3万 | 12.3万股 | +3.4万股+27.40% | 加仓 |
| RREINSURANCE AMERRGA |
| 0.63% | 0.06% | $3,815.8万 | 17.9万股 | $343.9万 | 1.7万股 | +16.3万股+965.18% | 加仓 |
 ALLY FINLALLY |
| 0.62% | 0.62% | $3,772.3万 | 82.1万股 | $3,381.7万 | 86.2万股 | -4.1万股-4.76% | 减仓 |
 SYNCHRONY FINANCIAL COMSYF |
| 0.62% | 0.6% | $3,766.9万 | 49.5万股 | $3,226.6万 | 47.4万股 | +2.1万股+4.42% | 加仓 |
| R拉夫劳伦RL |
| 0.62% | 0.59% | $3,755.3万 | 9.4万股 | $3,221.3万 | 9.4万股 | -93股-0.10% | 减仓 |
| PPRINCIPAL FINANCIAL INPFG |
| 0.62% | 0.65% | $3,741.5万 | 34.7万股 | $3,517.5万 | 39.0万股 | -4.3万股-11.07% | 减仓 |
| VVICTORIAS SECRETVSXY |
| 0.62% | — | $3,729.4万 | 44.7万股 | $0 | 0股 | +44.7万股 | 新买入 |
 PRICE T ROWE COMTROW |
| 0.6% | 0.52% | $3,654.6万 | 32.1万股 | $2,839.4万 | 31.5万股 | +6,454股+2.05% | 加仓 |
 VALLEY NATL BANCORPVLY |
| 0.6% | 0.59% | $3,641.7万 | 248.6万股 | $3,207.9万 | 261.2万股 | -12.7万股-4.84% | 减仓 |
 TapestryTPR |
| 0.6% | 0.64% | $3,639.9万 | 24.9万股 | $3,480.4万 | 24.7万股 | +2,014股+0.82% | 加仓 |
| ZZIONS BANCORPORATION NATL ASZION |
| 0.6% | 0.58% | $3,631.2万 | 52.5万股 | $3,135.9万 | 54.4万股 | -1.9万股-3.57% | 减仓 |
 VOYA FINANCIALVOYA |
| 0.6% | 0.55% | $3,622.8万 | 40.0万股 | $3,000.9万 | 43.9万股 | -3.9万股-8.89% | 减仓 |
 MURPHY USAMUSA |
| 0.6% | — | $3,618.9万 | 6.7万股 | $0 | 0股 | +6.7万股 | 新买入 |
| C花旗集团C |
| 0.59% | 0.57% | $3,562.8万 | 25.5万股 | $3,093.3万 | 27.3万股 | -1.8万股-6.67% | 减仓 |
| T泰森食品TSN |
| 0.59% | 0.66% | $3,558.9万 | 62.2万股 | $3,601.9万 | 56.2万股 | +5.9万股+10.57% | 加仓 |
| GGARMIN SHSGRMN |
| 0.58% | 0.65% | $3,542.5万 | 14.9万股 | $3,509.1万 | 15.1万股 | -2,115股-1.40% | 减仓 |
 道富·CORP COMSTT |
| 0.58% | 0.59% | $3,540.2万 | 20.9万股 | $3,178.5万 | 25.1万股 | -4.2万股-16.89% | 减仓 |
 保德信金融PRU |
| 0.58% | 0.54% | $3,510.5万 | 32.5万股 | $2,922.3万 | 29.9万股 | +2.6万股+8.73% | 加仓 |
 福克斯FOXA |
| 0.58% | — | $3,504.7万 | 74.8万股 | $0 | 0股 | +74.8万股 | 新买入 |
