 GLOBAL PMTS COMGPN |
| 11.77% | 10.91% | $6.46亿 | 890.7万股 | $4.35亿 | 646.0万股 | +244.6万股+37.87% | 加仓 |
 CVS健康CVS |
| 9.09% | 14.78% | $4.99亿 | 482.5万股 | $5.89亿 | 819.7万股 | -337.2万股-41.14% | 减仓 |
| TTENET HEALTHCARETHC |
| 7.62% | 7.22% | $4.18亿 | 223.6万股 | $2.88亿 | 152.5万股 | +71.1万股+46.62% | 加仓 |
| T赛默飞世尔TMO |
| 5.73% | 3.09% | $3.14亿 | 62.7万股 | $1.23亿 | 25.1万股 | +37.7万股+150.37% | 加仓 |
 亚马逊AMZN |
| 5.52% | 5.54% | $3.03亿 | 127.2万股 | $2.21亿 | 105.9万股 | +21.2万股+20.05% | 加仓 |
 AGILENT TECHNOLOGIES COMA |
| 5.05% | — | $2.77亿 | 208.6万股 | $0 | 0股 | +208.6万股 | 新买入 |
| IiShares安硕·RUSSELLIWM |
| 5.02% | 2.33% | $2.76亿 | 91.8万股 | $9,300.0万 | 37.5万股 | +54.3万股+144.85% | 加仓 |
 DANAHER DEL COMDHR |
| 3.97% | 0.74% | $2.18亿 | 114.6万股 | $2,963.0万 | 15.6万股 | +99.0万股+633.31% | 加仓 |
 Meta平台META |
| 3.66% | 1.76% | $2.01亿 | 35.7万股 | $7,017.9万 | 12.3万股 | +23.4万股+190.91% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.54% | — | $1.94亿 | 26.0万股 | $0 | 0股 | +26.0万股 | 新买入 |
 AMD超威AMD |
| 3.16% | 3.32% | $1.73亿 | 29.8万股 | $1.32亿 | 65.1万股 | -35.2万股-54.15% | 减仓 |
 TEVA PHARMACEUTICAL INDS SPONSORED ADSTEVA |
| 3.13% | 5.04% | $1.72亿 | 508.1万股 | $2.01亿 | 666.0万股 | -157.9万股-23.71% | 减仓 |
 VIATRISVTRS |
| 2.86% | 3.08% | $1.57亿 | 987.7万股 | $1.23亿 | 908.7万股 | +79.0万股+8.70% | 加仓 |
 优步UBER |
| 2.36% | 2.63% | $1.29亿 | 179.4万股 | $1.05亿 | 145.6万股 | +33.8万股+23.20% | 加仓 |
 CENTENE DEL COMCNC |
| 2.2% | 2.64% | $1.21亿 | 188.6万股 | $1.05亿 | 321.4万股 | -132.8万股-41.31% | 减仓 |
 BUTTERFLY NETWORKBFLY |
| 2.2% | 1.45% | $1.21亿 | 1,433.5万股 | $5,791.4万 | 1,433.5万股 | 00.00% | 持仓不变 |
| CCIGNALIBD |
| 2.07% | 3.34% | $1.14亿 | 41.2万股 | $1.33亿 | 49.9万股 | -8.7万股-17.36% | 减仓 |
 HUMANA COMHUM |
| 1.84% | 1.46% | $1.01亿 | 25.4万股 | $5,806.7万 | 33.5万股 | -8.1万股-24.09% | 减仓 |
 BlockXYZ |
| 1.66% | 2.06% | $9,097.5万 | 119.7万股 | $8,211.4万 | 136.4万股 | -16.7万股-12.27% | 减仓 |
| DDICKS SPORTING GOODSDKS |
| 1.66% | 1.49% | $9,096.6万 | 40.1万股 | $5,927.1万 | 29.9万股 | +10.2万股+34.18% | 加仓 |
| GGENIUS SPORTS LIMITEDGENI |
| 1.49% | 0.95% | $8,178.1万 | 1,349.5万股 | $3,792.5万 | 856.1万股 | +493.4万股+57.64% | 加仓 |
| OONTO INNOVATIONONTO |
| 1.42% | 1.54% | $7,788.2万 | 20.6万股 | $6,146.4万 | 30.0万股 | -9.4万股-31.34% | 减仓 |
 礼来LLY |
| 1.26% | — | $6,929.2万 | 5.8万股 | $0 | 0股 | +5.8万股 | 新买入 |
 UNITED AIRLS COMUAL |
| 1.23% | 1.15% | $6,727.9万 | 49.5万股 | $4,574.6万 | 49.7万股 | -2,124股-0.43% | 减仓 |
 NATIONAL VISIONEYE |
| 1.07% | 1.02% | $5,895.2万 | 310.1万股 | $4,055.7万 | 156.6万股 | +153.5万股+98.04% | 加仓 |
 思科CSCO |
| 0.88% | 0.66% | $4,855.0万 | 41.3万股 | $2,636.7万 | 34.0万股 | +7.4万股+21.63% | 加仓 |
| EELEMENT SOLUTIONSESI |
| 0.86% | 1.4% | $4,749.1万 | 99.5万股 | $5,560.3万 | 162.9万股 | -63.4万股-38.93% | 减仓 |
 应用材料AMAT |
| 0.86% | 1.69% | $4,714.0万 | 6.5万股 | $6,740.4万 | 19.7万股 | -13.2万股-66.94% | 减仓 |
| MMKSMKSI |
| 0.8% | — | $4,382.7万 | 9.9万股 | $0 | 0股 | +9.9万股 | 新买入 |
| S六旗FUN |
| 0.78% | 0.99% | $4,298.0万 | 201.8万股 | $3,946.1万 | 222.3万股 | -20.5万股-9.24% | 减仓 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 0.76% | — | $4,194.3万 | 56.0万股 | $0 | 0股 | +56.0万股 | 新买入 |
 艾伯维ABBV |
| 0.68% | — | $3,747.2万 | 14.9万股 | $0 | 0股 | +14.9万股 | 新买入 |
 阿斯利康AZN |
| 0.64% | — | $3,494.3万 | 18.4万股 | $0 | 0股 | +18.4万股 | 新买入 |
 BAUSCH PLUS LOMBBLCO |
| 0.58% | 0.76% | $3,176.5万 | 191.8万股 | $3,037.7万 | 191.0万股 | +7,652股+0.40% | 加仓 |
 贝克休斯BKR |
| 0.5% | 0.47% | $2,739.0万 | 49.4万股 | $1,853.9万 | 30.4万股 | +19.0万股+62.52% | 加仓 |
 Elevance健康ELV |
| 0.47% | — | $2,575.6万 | 6.7万股 | $0 | 0股 | +6.7万股 | 新买入 |
 MICROCHIP TECHNOLOGYMCHP |
| 0.44% | — | $2,422.1万 | 26.6万股 | $0 | 0股 | +26.6万股 | 新买入 |
 布鲁克BRKR |
| 0.28% | — | $1,517.6万 | 25.2万股 | $0 | 0股 | +25.2万股 | 新买入 |
 诺华NVS |
| 0.25% | — | $1,362.0万 | 8.7万股 | $0 | 0股 | +8.7万股 | 新买入 |
| DDIGITALOCEANDOCN |
| 0.24% | 0.54% | $1,331.8万 | 8.5万股 | $2,144.5万 | 25.0万股 | -16.5万股-66.08% | 减仓 |
| PPRIMO BRANDSPRMB |
| 0.18% | 0.25% | $989.7万 | 40.5万股 | $1,000.0万 | 53.1万股 | -12.6万股-23.74% | 减仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.09% | — | $482.7万 | 11.3万股 | $0 | 0股 | +11.3万股 | 新买入 |
 卡地纳健康CAH |
| 0.08% | — | $428.0万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 BIO-TECHNETECH |
| 0.08% | 0.24% | $412.1万 | 5.8万股 | $973.7万 | 18.6万股 | -12.8万股-68.70% | 减仓 |
