 MATCH NEWMTCH |
| 3.29% | 2.98% | $7,975.3万 | 209.6万股 | $6,473.7万 | 210.8万股 | -1.2万股-0.57% | 减仓 |
 NetAppNTAP |
| 3.06% | 2.32% | $7,424.5万 | 48.0万股 | $5,049.0万 | 49.3万股 | -1.3万股-2.71% | 减仓 |
 摩根大通JPM |
| 2.93% | 3.04% | $7,099.2万 | 21.7万股 | $6,615.7万 | 22.5万股 | -8,021股-3.57% | 减仓 |
 思科CSCO |
| 2.9% | 2.23% | $7,018.9万 | 59.8万股 | $4,840.9万 | 62.4万股 | -2.6万股-4.22% | 减仓 |
| Q高通QCOM |
| 2.74% | 2.59% | $6,644.9万 | 36.0万股 | $5,635.3万 | 43.8万股 | -7.8万股-17.82% | 减仓 |
 高盛GS |
| 2.73% | 2.64% | $6,623.7万 | 6.5万股 | $5,743.1万 | 6.8万股 | -2,394股-3.53% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.61% | 2.31% | $6,329.0万 | 12.6万股 | $5,019.8万 | 10.5万股 | +2.2万股+20.74% | 加仓 |
 ExpediaEXPE |
| 2.61% | 2.73% | $6,310.8万 | 24.7万股 | $5,933.6万 | 25.7万股 | -1.0万股-4.03% | 减仓 |
 实耐宝SNA |
| 2.5% | 1.79% | $6,061.2万 | 15.1万股 | $3,890.7万 | 10.7万股 | +4.4万股+40.62% | 加仓 |
 GENTEXGNTX |
| 2.44% | 2% | $5,902.8万 | 233.6万股 | $4,345.2万 | 198.9万股 | +34.7万股+17.46% | 加仓 |
 ALLISON TRANSMISSION IALSN |
| 2.38% | 2.82% | $5,774.2万 | 51.2万股 | $6,129.1万 | 52.4万股 | -1.1万股-2.18% | 减仓 |
 ZoomZM |
| 2.38% | 2.15% | $5,772.2万 | 66.9万股 | $4,661.3万 | 58.0万股 | +8.9万股+15.34% | 加仓 |
 LKQLKQ |
| 2.35% | 2.95% | $5,692.7万 | 216.2万股 | $6,415.0万 | 218.4万股 | -2.2万股-1.01% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 2.31% | 2.2% | $5,602.1万 | 14.9万股 | $4,785.3万 | 17.1万股 | -2.2万股-12.90% | 减仓 |
 谷歌AGOOGL |
| 2.28% | 2.16% | $5,523.8万 | 15.5万股 | $4,686.6万 | 16.3万股 | -8,410股-5.16% | 减仓 |
 WELLS FARGO NEWWFC |
| 2.21% | 2.46% | $5,350.6万 | 64.7万股 | $5,354.1万 | 67.3万股 | -2.5万股-3.73% | 减仓 |
 PULTEPHM |
| 2.16% | 1.36% | $5,224.2万 | 38.1万股 | $2,965.7万 | 25.2万股 | +12.9万股+50.99% | 加仓 |
 第一资本COF |
| 2.15% | 2.2% | $5,200.4万 | 25.9万股 | $4,774.6万 | 26.2万股 | -2,506股-0.96% | 减仓 |
| CCIGNALIBD |
| 2.14% | 2.27% | $5,183.8万 | 18.8万股 | $4,937.2万 | 18.5万股 | +2,950股+1.59% | 加仓 |
 MascoMAS |
| 2.1% | 1.58% | $5,090.2万 | 62.6万股 | $3,429.8万 | 56.8万股 | +5.7万股+10.11% | 加仓 |
 Elevance健康ELV |
| 1.93% | 1.63% | $4,677.2万 | 12.1万股 | $3,537.6万 | 12.1万股 | +103股+0.09% | 加仓 |
 NeurocrineNBIX |
| 1.93% | 0.53% | $4,674.1万 | 27.7万股 | $1,154.8万 | 8.8万股 | +19.0万股+216.38% | 加仓 |
 联合健康UNH |
| 1.92% | 1.65% | $4,653.9万 | 11.2万股 | $3,596.0万 | 13.3万股 | -2.1万股-15.74% | 减仓 |
 再生元REGN |
| 1.83% | 3.05% | $4,437.7万 | 7.1万股 | $6,620.1万 | 8.6万股 | -1.5万股-16.94% | 减仓 |
 Meta平台META |
| 1.81% | 0.56% | $4,389.0万 | 7.8万股 | $1,210.0万 | 2.1万股 | +5.7万股+268.42% | 加仓 |
 皇冠控股CCK |
| 1.81% | 1.89% | $4,381.3万 | 39.2万股 | $4,102.2万 | 40.9万股 | -1.7万股-4.25% | 减仓 |
 WESCO INTLWCC |
| 1.73% | 1.59% | $4,187.8万 | 12.1万股 | $3,463.2万 | 12.7万股 | -5,334股-4.21% | 减仓 |
 United TherapeuticsUTHR |
| 1.72% | 2.86% | $4,162.8万 | 7.7万股 | $6,206.5万 | 10.5万股 | -2.8万股-26.60% | 减仓 |
 强生JNJ |
| 1.71% | 1.93% | $4,133.1万 | 16.3万股 | $4,188.3万 | 17.1万股 | -8,600股-5.02% | 减仓 |
| SSS&C TECHSSNC |
| 1.66% | 1.74% | $4,024.6万 | 64.9万股 | $3,779.5万 | 55.9万股 | +8.9万股+15.96% | 加仓 |
 SYSCO COMSYY |
| 1.63% | 1.62% | $3,959.4万 | 47.4万股 | $3,526.8万 | 49.4万股 | -2.1万股-4.19% | 减仓 |
 百时美施贵宝BMY |
| 1.59% | 2.04% | $3,848.3万 | 66.8万股 | $4,426.2万 | 73.0万股 | -6.2万股-8.48% | 减仓 |
 ADOBE COMADBE |
| 1.57% | 2.04% | $3,811.1万 | 18.6万股 | $4,433.2万 | 18.2万股 | +3,512股+1.93% | 加仓 |
 PAYPAL COMPYPL |
| 1.55% | 1.91% | $3,761.2万 | 87.1万股 | $4,142.0万 | 91.6万股 | -4.5万股-4.88% | 减仓 |
 LENNARLEN |
| 1.27% | 1.36% | $3,070.7万 | 34.3万股 | $2,948.3万 | 35.8万股 | -1.5万股-4.17% | 减仓 |
| AAMDOCS SHSDOX |
| 1.05% | 1.56% | $2,535.1万 | 50.2万股 | $3,382.5万 | 51.8万股 | -1.7万股-3.22% | 减仓 |
 F5FFIV |
| 0.91% | 0.71% | $2,202.4万 | 5.3万股 | $1,538.9万 | 5.3万股 | -241股-0.45% | 减仓 |
 BRADYBRC |
| 0.78% | 0.74% | $1,883.9万 | 20.6万股 | $1,597.8万 | 19.7万股 | +9,059股+4.61% | 加仓 |
 FRONTDOORFTDR |
| 0.73% | 0.21% | $1,780.0万 | 22.9万股 | $460.4万 | 8.7万股 | +14.2万股+163.39% | 加仓 |
 GRAHAMGHC |
| 0.72% | 0.62% | $1,740.6万 | 1.5万股 | $1,349.5万 | 1.3万股 | +2,485股+19.47% | 加仓 |
 ExelixisEXEL |
| 0.64% | 0.62% | $1,541.2万 | 28.3万股 | $1,337.7万 | 31.2万股 | -2.9万股-9.18% | 减仓 |
 CVS健康CVS |
| 0.63% | 0.53% | $1,523.7万 | 14.7万股 | $1,149.0万 | 16.0万股 | -1.3万股-7.93% | 减仓 |
 泛林集团LRCX |
| 0.57% | 0.36% | $1,389.7万 | 3.2万股 | $781.9万 | 3.7万股 | -4,524股-12.36% | 减仓 |
 LEIDOS COMLDOS |
| 0.56% | 0.68% | $1,362.3万 | 13.2万股 | $1,468.2万 | 9.4万股 | +3.8万股+40.14% | 加仓 |
 MAPLEBEAR COMCART |
| 0.52% | 0.35% | $1,268.9万 | 26.8万股 | $763.3万 | 20.4万股 | +6.4万股+31.52% | 加仓 |
| SSCIENCE APPLICATIONS INTLSAIC |
| 0.52% | 0.48% | $1,258.7万 | 11.4万股 | $1,042.9万 | 11.0万股 | +4,136股+3.76% | 加仓 |
| EENERSYSENS |
| 0.5% | 0.34% | $1,201.2万 | 5.1万股 | $748.3万 | 4.3万股 | +8,297股+19.26% | 加仓 |
 DONALDSONDCI |
| 0.47% | 0.48% | $1,133.4万 | 12.6万股 | $1,041.3万 | 12.3万股 | +3,562股+2.90% | 加仓 |
 欧特克ADSK |
| 0.46% | 0.31% | $1,103.9万 | 5.7万股 | $666.6万 | 2.8万股 | +2.9万股+103.93% | 加仓 |
| MMUELLER INDSMLI |
| 0.4% | 0.31% | $976.9万 | 7.9万股 | $663.8万 | 6.0万股 | +2.0万股+32.64% | 加仓 |
