 康宁GLW |
| 7.4% | 5.41% | $2.25亿 | 87.9万股 | $1.28亿 | 93.9万股 | -6.0万股-6.42% | 减仓 |
 台积电TSM |
| 7.09% | 6.47% | $2.15亿 | 45.1万股 | $1.53亿 | 45.2万股 | -1,288股-0.28% | 减仓 |
 安费诺APH |
| 5.41% | 4.95% | $1.64亿 | 93.2万股 | $1.17亿 | 92.6万股 | +5,546股+0.60% | 加仓 |
 谷歌AGOOGL |
| 5% | 5.16% | $1.52亿 | 42.4万股 | $1.22亿 | 42.3万股 | +873股+0.21% | 加仓 |
| FFLEXFLEX |
| 4.67% | 3.28% | $1.42亿 | 87.5万股 | $7,757.9万 | 118.5万股 | -31.1万股-26.20% | 减仓 |
 美光科技MU |
| 2.49% | 0.92% | $7,550.2万 | 6.5万股 | $2,178.8万 | 6.4万股 | +919股+1.43% | 加仓 |
| SSTERLING INFRASTRUCTURESTRL |
| 2.37% | 1.43% | $7,184.7万 | 8.6万股 | $3,366.6万 | 8.3万股 | +2,935股+3.55% | 加仓 |
 HSBC SPON ADR NEWHSBC |
| 1.86% | 2.07% | $5,649.6万 | 59.4万股 | $4,898.9万 | 59.4万股 | +257股+0.04% | 加仓 |
| R拉夫劳伦RL |
| 1.85% | 2.03% | $5,603.4万 | 14.0万股 | $4,792.3万 | 13.9万股 | +278股+0.20% | 加仓 |
 卡地纳健康CAH |
| 1.78% | 2.03% | $5,411.2万 | 22.8万股 | $4,793.0万 | 22.7万股 | +963股+0.42% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 1.75% | 1.91% | $5,301.9万 | 19.7万股 | $4,514.6万 | 19.6万股 | +1,301股+0.66% | 加仓 |
 EMCOREME |
| 1.63% | 1.82% | $4,960.5万 | 6.0万股 | $4,290.2万 | 5.8万股 | +1,666股+2.87% | 加仓 |
 TECHNIPFMC COMFTI |
| 1.57% | 2.11% | $4,755.7万 | 71.7万股 | $4,983.4万 | 72.1万股 | -3,582股-0.50% | 减仓 |
 诺华NVS |
| 1.47% | 1.83% | $4,448.3万 | 28.4万股 | $4,332.2万 | 28.4万股 | +223股+0.08% | 加仓 |
 道富·CORP COMSTT |
| 1.44% | 1.38% | $4,361.4万 | 25.7万股 | $3,250.3万 | 25.7万股 | +342股+0.13% | 加仓 |
 SOUTHWEST AIRLS COMLUV |
| 1.41% | 1.37% | $4,271.0万 | 83.1万股 | $3,243.6万 | 86.3万股 | -3.3万股-3.79% | 减仓 |
 US FOODSUSFD |
| 1.39% | 1.69% | $4,204.3万 | 41.1万股 | $3,996.8万 | 43.3万股 | -2.2万股-5.14% | 减仓 |
 MONOLITHIC PWR SYSMPWR |
| 1.34% | 1.36% | $4,079.3万 | 3.0万股 | $3,222.5万 | 2.9万股 | +36股+0.12% | 加仓 |
 伍德沃德WWD |
| 1.3% | 1.19% | $3,946.0万 | 9.3万股 | $2,816.7万 | 7.9万股 | +1.4万股+17.86% | 加仓 |
 泛林集团LRCX |
| 1.26% | 0.81% | $3,812.1万 | 8.8万股 | $1,922.6万 | 9.0万股 | -2,013股-2.24% | 减仓 |
 GE VernovaGEV |
| 1.23% | 1.17% | $3,728.1万 | 3.2万股 | $2,772.0万 | 3.2万股 | -24股-0.08% | 减仓 |
 捷普JBL |
| 1.12% | 1% | $3,411.6万 | 8.9万股 | $2,353.1万 | 8.9万股 | -84股-0.09% | 减仓 |
| CCOGNEXCGNX |
| 1.1% | — | $3,352.2万 | 46.3万股 | $0 | 0股 | +46.3万股 | 新买入 |
 奎斯特诊断DGX |
| 1.09% | 1.3% | $3,297.7万 | 15.6万股 | $3,064.0万 | 15.6万股 | -753股-0.48% | 减仓 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 1.07% | 1.05% | $3,241.7万 | 37.2万股 | $2,476.7万 | 36.9万股 | +3,171股+0.86% | 加仓 |
 英伟达NVDA |
| 1.03% | 1.12% | $3,125.5万 | 15.6万股 | $2,646.7万 | 15.2万股 | +4,444股+2.93% | 加仓 |
 DatadogDDOG |
| 1.03% | — | $3,113.1万 | 12.0万股 | $0 | 0股 | +12.0万股 | 新买入 |
| C花旗集团C |
| 1.02% | 1.07% | $3,103.8万 | 22.2万股 | $2,517.0万 | 22.2万股 | -175股-0.08% | 减仓 |
 ROSS STORES COMROST |
| 1.02% | 0.95% | $3,087.0万 | 14.5万股 | $2,245.9万 | 10.4万股 | +4.1万股+39.89% | 加仓 |
 博通AVGO |
| 0.94% | 0.96% | $2,864.6万 | 7.6万股 | $2,261.9万 | 7.3万股 | +2,752股+3.77% | 加仓 |
| CCENOVUS ENERGY COMCVE |
| 0.94% | 1.09% | $2,857.4万 | 115.2万股 | $2,585.5万 | 97.5万股 | +17.7万股+18.18% | 加仓 |
 美铝AA |
| 0.91% | 1.57% | $2,769.4万 | 53.1万股 | $3,712.3万 | 56.0万股 | -2.9万股-5.10% | 减仓 |
 BWX科技BWXT |
| 0.9% | 1.02% | $2,742.7万 | 14.1万股 | $2,403.0万 | 11.8万股 | +2.3万股+19.91% | 加仓 |
| NNextPowerNXT |
| 0.89% | 1.16% | $2,711.2万 | 22.8万股 | $2,735.1万 | 22.7万股 | +686股+0.30% | 加仓 |
 VALERO ENERGY COMVLO |
| 0.85% | 0.01% | $2,593.8万 | 10.0万股 | $29.4万 | 1,188股 | +9.8万股+8,283.33% | 加仓 |
| B巴里克黄金GOLD |
| 0.82% | 1% | $2,479.4万 | 67.5万股 | $2,363.3万 | 57.9万股 | +9.6万股+16.51% | 加仓 |
 高盛GS |
| 0.8% | 0.86% | $2,434.1万 | 2.4万股 | $2,042.5万 | 2.4万股 | -76股-0.31% | 减仓 |
 ROYALTY PHARMARPRX |
| 0.74% | 0.79% | $2,236.4万 | 39.9万股 | $1,863.6万 | 38.8万股 | +1.0万股+2.67% | 加仓 |
 苹果AAPL |
| 0.74% | 0.15% | $2,235.4万 | 7.7万股 | $361.7万 | 1.4万股 | +6.3万股+442.06% | 加仓 |
 BARCLAYSBCS |
| 0.73% | 0.74% | $2,218.0万 | 82.6万股 | $1,742.5万 | 82.3万股 | +2,284股+0.28% | 加仓 |
 GE航空GE |
| 0.72% | 0.67% | $2,180.8万 | 5.8万股 | $1,588.1万 | 5.6万股 | +2,387股+4.27% | 加仓 |
 ALLISON TRANSMISSION IALSN |
| 0.69% | 0.92% | $2,094.9万 | 18.6万股 | $2,166.8万 | 18.5万股 | +720股+0.39% | 加仓 |
 礼来LLY |
| 0.65% | 2.4% | $1,972.9万 | 1.6万股 | $5,666.6万 | 6.2万股 | -4.5万股-73.30% | 减仓 |
| EEVERCOREEVR |
| 0.65% | 0.73% | $1,958.9万 | 5.7万股 | $1,714.9万 | 5.7万股 | -79股-0.14% | 减仓 |
 贝克休斯BKR |
| 0.62% | 0.87% | $1,874.9万 | 33.8万股 | $2,066.4万 | 33.8万股 | -664股-0.20% | 减仓 |
 QUANTA SVCSPWR |
| 0.6% | 0.21% | $1,823.6万 | 2.5万股 | $502.0万 | 9,144股 | +1.6万股+176.97% | 加仓 |
 BORGWARNERBWA |
| 0.58% | 0.6% | $1,768.4万 | 26.6万股 | $1,406.2万 | 25.9万股 | +7,164股+2.76% | 加仓 |
 CloudflareNET |
| 0.57% | 0.61% | $1,732.1万 | 7.1万股 | $1,442.8万 | 7.0万股 | +692股+0.99% | 加仓 |
 TapestryTPR |
| 0.54% | 0.57% | $1,631.7万 | 11.1万股 | $1,338.7万 | 9.5万股 | +1.7万股+17.50% | 加仓 |
| EELEMENT SOLUTIONSESI |
| 0.53% | 0.06% | $1,600.3万 | 33.5万股 | $148.3万 | 4.3万股 | +29.2万股+671.68% | 加仓 |
