 GE VernovaGEV |
| 11.9% | 13.01% | $9,784.1万 | 8.3万股 | $1.07亿 | 12.3万股 | -4.0万股-32.25% | 减仓 |
 台积电TSM |
| 6.11% | 4.6% | $5,026.1万 | 10.5万股 | $3,794.0万 | 11.2万股 | -7,020股-6.25% | 减仓 |
 亚马逊AMZN |
| 5.03% | 4.26% | $4,131.9万 | 17.3万股 | $3,511.6万 | 16.9万股 | +4,752股+2.82% | 加仓 |
 谷歌AGOOGL |
| 4.52% | 3.7% | $3,715.8万 | 10.4万股 | $3,049.6万 | 10.6万股 | -2,075股-1.96% | 减仓 |
 德康医疗DXCM |
| 3.44% | 3.26% | $2,831.5万 | 42.0万股 | $2,690.0万 | 42.8万股 | -7,924股-1.85% | 减仓 |
 GLOBUS MEDGMED |
| 3.41% | 3.7% | $2,805.0万 | 35.5万股 | $3,051.5万 | 35.4万股 | +851股+0.24% | 加仓 |
 WELLS FARGO NEWWFC |
| 3.23% | 3.14% | $2,654.8万 | 32.1万股 | $2,589.3万 | 32.5万股 | -3,989股-1.23% | 减仓 |
 AMD超威AMD |
| 3.17% | 2.04% | $2,606.0万 | 4.5万股 | $1,683.1万 | 8.3万股 | -3.8万股-45.78% | 减仓 |
 HEICOHEI |
| 2.53% | 2.12% | $2,076.3万 | 8.1万股 | $1,752.4万 | 8.3万股 | -2,513股-3.03% | 减仓 |
| OONTO INNOVATIONONTO |
| 2.42% | 3.83% | $1,990.1万 | 5.3万股 | $3,156.7万 | 15.4万股 | -10.1万股-65.84% | 减仓 |
 联合太平洋铁路UNP |
| 2.13% | 1.98% | $1,755.4万 | 6.5万股 | $1,630.7万 | 6.7万股 | -2,679股-3.99% | 减仓 |
 CLEAN HARBORSCLH |
| 2.13% | 1.99% | $1,749.1万 | 5.9万股 | $1,640.5万 | 5.7万股 | +1,333股+2.33% | 加仓 |
 英伟达NVDA |
| 2.1% | 0.87% | $1,726.4万 | 8.6万股 | $720.9万 | 4.1万股 | +4.5万股+108.73% | 加仓 |
 CARRIER GLOBALCARR |
| 1.94% | 1.58% | $1,592.5万 | 21.7万股 | $1,301.0万 | 23.1万股 | -1.4万股-6.03% | 减仓 |
 STANDARDAEROSARO |
| 1.86% | — | $1,532.6万 | 51.2万股 | $0 | 0股 | +51.2万股 | 新买入 |
 VistraVST |
| 1.84% | 1.77% | $1,516.9万 | 9.6万股 | $1,456.5万 | 9.7万股 | -1,267股-1.31% | 减仓 |
 ALCON ORD SHSALC |
| 1.8% | 2% | $1,480.3万 | 22.1万股 | $1,649.2万 | 21.9万股 | +1,748股+0.80% | 加仓 |
 GLOBAL PMTS COMGPN |
| 1.75% | 1.64% | $1,442.0万 | 19.9万股 | $1,353.6万 | 20.1万股 | -2,403股-1.19% | 减仓 |
 派克汉尼汾PH |
| 1.75% | 1.04% | $1,437.1万 | 1.5万股 | $860.7万 | 9,614股 | +5,078股+52.82% | 加仓 |
 OLD DOMINION FREIGHT LINE INODFL |
| 1.68% | 1.93% | $1,384.6万 | 6.4万股 | $1,594.6万 | 8.2万股 | -1.8万股-21.67% | 减仓 |
 WASTE CONNECTIONSWCN |
| 1.64% | 1.62% | $1,349.2万 | 8.1万股 | $1,337.6万 | 8.2万股 | -1,408股-1.71% | 减仓 |
| PPNC FINL SVCS COMVXF |
| 1.57% | 1.34% | $1,292.4万 | 5.2万股 | $1,104.3万 | 5.3万股 | -581股-1.09% | 减仓 |
 NEW YORK TIMES MTN BENYT |
| 1.53% | 0.33% | $1,261.1万 | 18.0万股 | $272.2万 | 3.3万股 | +14.8万股+454.35% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 1.41% | 1.96% | $1,163.0万 | 27.2万股 | $1,618.4万 | 25.8万股 | +1.5万股+5.66% | 加仓 |
 马丁玛丽埃塔MLM |
| 1.34% | 1.06% | $1,099.0万 | 1.9万股 | $877.4万 | 1.5万股 | +4,152股+27.86% | 加仓 |
 耐克NKE |
| 1.14% | 1.19% | $936.3万 | 22.8万股 | $981.4万 | 18.6万股 | +4.2万股+22.75% | 加仓 |
 礼来LLY |
| 1.11% | 0.9% | $916.7万 | 7,643股 | $743.7万 | 8,086股 | -443股-5.48% | 减仓 |
 RAYONIERRYN |
| 1.1% | 1.08% | $907.9万 | 42.7万股 | $891.3万 | 43.2万股 | -5,609股-1.30% | 减仓 |
 UNIFIRST MASSUNF |
| 1.06% | 3.01% | $867.5万 | 3.3万股 | $2,479.3万 | 9.9万股 | -6.6万股-66.71% | 减仓 |
 NETFLIXNFLX |
| 1.05% | — | $864.8万 | 12.1万股 | $0 | 0股 | +12.1万股 | 新买入 |
 伊顿ETN |
| 1.05% | 1.34% | $863.7万 | 2.0万股 | $1,108.7万 | 3.1万股 | -1.1万股-34.61% | 减仓 |
 ANALOG DEVICES COMADI |
| 1.03% | 1.57% | $846.0万 | 2.1万股 | $1,291.4万 | 4.1万股 | -1.9万股-47.52% | 减仓 |
 德州仪器TXN |
| 0.98% | 1.05% | $804.6万 | 2.7万股 | $868.7万 | 4.5万股 | -1.8万股-39.67% | 减仓 |
| EEPAM SYSEPAM |
| 0.89% | 0.39% | $731.8万 | 9.2万股 | $322.3万 | 2.4万股 | +6.8万股+287.46% | 加仓 |
| CCONCENTRA PARCON |
| 0.88% | 0.71% | $724.5万 | 24.4万股 | $583.6万 | 27.2万股 | -2.9万股-10.49% | 减仓 |
 埃森哲ACN |
| 0.85% | 0.34% | $695.1万 | 5.6万股 | $283.9万 | 1.4万股 | +4.2万股+290.21% | 加仓 |
 微软MSFT |
| 0.81% | 1.01% | $667.1万 | 1.8万股 | $829.1万 | 2.2万股 | -4,512股-20.15% | 减仓 |
| DDOORDASHDASH |
| 0.78% | 0.64% | $641.2万 | 3.5万股 | $528.3万 | 3.5万股 | -438股-1.24% | 减仓 |
 TapestryTPR |
| 0.77% | 0.75% | $633.0万 | 4.3万股 | $617.4万 | 4.4万股 | -507股-1.16% | 减仓 |
 美敦力MDT |
| 0.7% | 0.73% | $572.0万 | 7.3万股 | $602.1万 | 6.9万股 | +3,627股+5.22% | 加仓 |
 NateraNTRA |
| 0.69% | 0.16% | $568.2万 | 2.1万股 | $133.7万 | 6,687股 | +1.4万股+213.04% | 加仓 |
 博通AVGO |
| 0.68% | 1.01% | $559.8万 | 1.5万股 | $830.2万 | 2.7万股 | -1.2万股-44.76% | 减仓 |
 RANGE RESRRC |
| 0.65% | 0.79% | $534.0万 | 14.4万股 | $652.8万 | 14.4万股 | -912股-0.63% | 减仓 |
 HCA医疗HCA |
| 0.56% | 0.69% | $463.1万 | 1.2万股 | $569.4万 | 1.2万股 | -154股-1.28% | 减仓 |
| MMKSMKSI |
| 0.51% | 1.18% | $419.8万 | 9,439股 | $973.2万 | 4.2万股 | -3.3万股-77.71% | 减仓 |
 IRHYTHMIRTC |
| 0.5% | 0.5% | $409.8万 | 3.4万股 | $410.0万 | 3.5万股 | -289股-0.83% | 减仓 |
| TTENET HEALTHCARETHC |
| 0.49% | 0.86% | $406.7万 | 2.2万股 | $710.4万 | 3.8万股 | -1.6万股-42.25% | 减仓 |
| BBANK OF AMERBAC |
| 0.47% | 0.4% | $385.3万 | 6.8万股 | $333.7万 | 6.8万股 | -821股-1.20% | 减仓 |
 NEWMARKNMRK |
| 0.47% | 0.4% | $383.3万 | 25.4万股 | $327.1万 | 21.8万股 | +3.6万股+16.27% | 加仓 |
| RRINGCENTRALRNG |
| 0.44% | 0.36% | $363.5万 | 9.3万股 | $300.7万 | 8.1万股 | +1.2万股+15.34% | 加仓 |
