 谷歌AGOOGL |
| 5.44% | 5.51% | $4,744.3万 | 13.3万股 | $4,120.5万 | 14.3万股 | -1.1万股-7.35% | 减仓 |
 微软MSFT |
| 3.31% | 3.52% | $2,881.1万 | 7.7万股 | $2,630.3万 | 7.1万股 | +6,181股+8.70% | 加仓 |
 埃克森美孚XOM |
| 2.36% | 3.42% | $2,059.9万 | 15.1万股 | $2,554.6万 | 15.1万股 | +93股+0.06% | 加仓 |
| C花旗集团C |
| 2.15% | 2.13% | $1,871.3万 | 13.4万股 | $1,589.3万 | 14.0万股 | -6,434股-4.59% | 减仓 |
 VIATRISVTRS |
| 1.99% | 2% | $1,733.1万 | 109.1万股 | $1,493.1万 | 110.5万股 | -1.4万股-1.25% | 减仓 |
 思科CSCO |
| 1.73% | 1.54% | $1,507.5万 | 12.8万股 | $1,150.2万 | 14.8万股 | -2.0万股-13.42% | 减仓 |
 KORNIT DIGITALKRNT |
| 1.69% | 1.77% | $1,473.9万 | 90.7万股 | $1,320.1万 | 90.0万股 | +6,559股+0.73% | 加仓 |
| Q高通QCOM |
| 1.68% | 1.64% | $1,460.2万 | 7.9万股 | $1,224.2万 | 9.5万股 | -1.6万股-16.88% | 减仓 |
 LKQLKQ |
| 1.62% | 1.55% | $1,408.2万 | 53.5万股 | $1,159.5万 | 39.5万股 | +14.0万股+35.48% | 加仓 |
 联合健康UNH |
| 1.6% | 1.53% | $1,398.3万 | 3.4万股 | $1,144.5万 | 4.2万股 | -8,653股-20.46% | 减仓 |
 摩根大通JPM |
| 1.59% | 1.66% | $1,383.8万 | 4.2万股 | $1,244.8万 | 4.2万股 | -42股-0.10% | 减仓 |
 AMN HEALTHCARE SVCSAMN |
| 1.57% | 1.12% | $1,367.2万 | 42.2万股 | $838.2万 | 45.7万股 | -3.5万股-7.58% | 减仓 |
| BBANK OF AMERBAC |
| 1.52% | 1.56% | $1,327.9万 | 23.3万股 | $1,165.1万 | 23.9万股 | -5,963股-2.49% | 减仓 |
 CVS健康CVS |
| 1.5% | 1.23% | $1,303.8万 | 12.6万股 | $920.6万 | 12.8万股 | -2,146股-1.67% | 减仓 |
 恩智浦NXPI |
| 1.43% | 1.2% | $1,245.2万 | 4.4万股 | $899.3万 | 4.6万股 | -1,372股-3.00% | 减仓 |
 强生JNJ |
| 1.42% | 1.59% | $1,237.2万 | 4.9万股 | $1,191.2万 | 4.9万股 | -17股-0.03% | 减仓 |
 苹果AAPL |
| 1.42% | 1.47% | $1,233.3万 | 4.3万股 | $1,095.4万 | 4.3万股 | -541股-1.25% | 减仓 |
 百事可乐PEP |
| 1.35% | 1.62% | $1,180.2万 | 8.7万股 | $1,210.9万 | 7.8万股 | +9,187股+11.78% | 加仓 |
 PERFORMANCE FOODPFGC |
| 1.34% | 1.19% | $1,164.4万 | 10.4万股 | $887.6万 | 10.4万股 | +539股+0.52% | 加仓 |
 TARGET COMTGT |
| 1.33% | — | $1,155.4万 | 8.8万股 | $0 | 0股 | +8.8万股 | 新买入 |
 Meta平台META |
| 1.33% | 1.5% | $1,155.0万 | 2.1万股 | $1,123.0万 | 2.0万股 | +876股+4.46% | 加仓 |
 辉瑞PFE |
| 1.3% | 1.74% | $1,130.0万 | 46.9万股 | $1,303.4万 | 46.4万股 | +5,116股+1.10% | 加仓 |
| AALEXANDRIA REAL ESTATE EQ INARE |
| 1.29% | 1.12% | $1,122.7万 | 21.2万股 | $838.5万 | 18.1万股 | +3.2万股+17.60% | 加仓 |
| CCHEWY CL ACHWY |
| 1.26% | 0.96% | $1,100.1万 | 56.0万股 | $718.1万 | 26.6万股 | +29.4万股+110.51% | 加仓 |
| EEBAY COMEBAY |
| 1.25% | 1.43% | $1,085.8万 | 9.7万股 | $1,071.7万 | 11.8万股 | -2.1万股-17.48% | 减仓 |
 相干公司COHR |
| 1.23% | — | $1,072.0万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
 嘉信理财SCHW |
| 1.23% | 1.29% | $1,068.7万 | 11.6万股 | $967.2万 | 10.3万股 | +1.3万股+12.54% | 加仓 |
 PAYPAL COMPYPL |
| 1.22% | 1.39% | $1,065.6万 | 24.7万股 | $1,039.1万 | 23.0万股 | +1.7万股+7.42% | 加仓 |
| OO-I GLASSOI |
| 1.16% | 1.07% | $1,006.7万 | 104.5万股 | $802.5万 | 76.4万股 | +28.2万股+36.91% | 加仓 |
 CONCENTRIXCNXC |
| 1.15% | 1.15% | $998.0万 | 44.5万股 | $860.7万 | 31.5万股 | +13.1万股+41.60% | 加仓 |
 宝洁PG |
| 1.09% | 1.23% | $949.9万 | 6.5万股 | $920.7万 | 6.4万股 | +1,033股+1.62% | 加仓 |
 GE航空GE |
| 1.07% | 0.94% | $929.8万 | 2.5万股 | $706.0万 | 2.5万股 | 00.00% | 持仓不变 |
 VisaV |
| 1.06% | 1.08% | $927.8万 | 2.7万股 | $810.1万 | 2.7万股 | +239股+0.89% | 加仓 |
 道富·CORP COMSTT |
| 1.06% | 1% | $921.8万 | 5.4万股 | $744.8万 | 5.9万股 | -4,494股-7.64% | 减仓 |
 艾伯维ABBV |
| 1% | 0.93% | $874.1万 | 3.5万股 | $691.8万 | 3.2万股 | +2,929股+9.21% | 加仓 |
 Citizens金融CFG |
| 0.95% | 0.96% | $829.6万 | 11.8万股 | $714.2万 | 11.9万股 | -704股-0.59% | 减仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 0.95% | 0.8% | $824.0万 | 9.0万股 | $598.6万 | 9.3万股 | -2,294股-2.48% | 减仓 |
| PPNC FINL SVCS COMVXF |
| 0.93% | 0.92% | $814.8万 | 3.3万股 | $688.3万 | 3.3万股 | +12股+0.04% | 加仓 |
 财捷INTU |
| 0.91% | 0.96% | $796.2万 | 3.1万股 | $717.8万 | 1.7万股 | +1.4万股+83.75% | 加仓 |
| WWEC ENERGY COMIDU |
| 0.91% | 1.05% | $792.5万 | 6.8万股 | $783.6万 | 6.8万股 | +183股+0.27% | 加仓 |
 自由港麦克莫兰FCX |
| 0.9% | 0.99% | $788.7万 | 12.5万股 | $738.8万 | 12.6万股 | -273股-0.22% | 减仓 |
 FLAGSTAR BANK NATIONAL ASSOCFLG |
| 0.9% | 0.92% | $784.8万 | 52.5万股 | $687.4万 | 52.2万股 | +3,386股+0.65% | 加仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 0.87% | 0.92% | $758.0万 | 2.2万股 | $690.0万 | 2.4万股 | -2,785股-11.40% | 减仓 |
| VVIAVI SOLUTIONSVIAV |
| 0.86% | 0.98% | $751.7万 | 15.7万股 | $731.7万 | 22.0万股 | -6.2万股-28.40% | 减仓 |
| CCIGNALIBD |
| 0.85% | 0.94% | $738.3万 | 2.7万股 | $706.5万 | 2.6万股 | +293股+1.11% | 加仓 |
 斯味可SJM |
| 0.82% | 0.76% | $714.5万 | 6.4万股 | $565.1万 | 5.9万股 | +4,915股+8.39% | 加仓 |
 ADOBE COMADBE |
| 0.82% | 0.91% | $710.6万 | 3.5万股 | $678.4万 | 2.8万股 | +6,749股+24.18% | 加仓 |
 WorkdayWDAY |
| 0.81% | — | $706.4万 | 5.8万股 | $0 | 0股 | +5.8万股 | 新买入 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.79% | 0.74% | $688.3万 | 5.6万股 | $555.5万 | 3.5万股 | +2.1万股+58.30% | 加仓 |
 GE VernovaGEV |
| 0.79% | 0.68% | $685.4万 | 5,834股 | $509.3万 | 5,834股 | 00.00% | 持仓不变 |
