 安费诺APH |
| 5.12% | 4.7% | $2,428.6万 | 11.7万股 | $2,387.5万 | 12.5万股 | -7,170股-5.75% | 减仓 |
| FFLEXFLEX |
| 4.65% | 2.34% | $2,204.8万 | 13.6万股 | $1,191.2万 | 18.2万股 | -4.6万股-25.24% | 减仓 |
| TTTM TECHNOLOGIESTTMI |
| 3.34% | 2.26% | $1,585.2万 | 7.9万股 | $1,149.6万 | 7.8万股 | +322股+0.41% | 加仓 |
 US FOODSUSFD |
| 2.71% | 4.09% | $1,286.6万 | 12.6万股 | $2,077.9万 | 12.6万股 | -200股-0.16% | 减仓 |
 亚马逊AMZN |
| 2.67% | 2.39% | $1,268.9万 | 4.3万股 | $1,212.9万 | 4.3万股 | -50股-0.12% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 2.67% | 4.32% | $1,266.4万 | 13.8万股 | $2,194.8万 | 13.9万股 | -1,108股-0.80% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.66% | 2.86% | $1,263.2万 | 2.6万股 | $1,455.9万 | 2.6万股 | -150股-0.58% | 减仓 |
| TTENET HEALTHCARETHC |
| 2.44% | 2.61% | $1,158.1万 | 4.7万股 | $1,326.8万 | 5.1万股 | -3,455股-6.84% | 减仓 |
| MMODINE MFGMOD |
| 2.33% | 2.3% | $1,103.5万 | 4.1万股 | $1,167.2万 | 3.9万股 | +2,314股+5.93% | 加仓 |
 PERFORMANCE FOODPFGC |
| 2.32% | 2.65% | $1,099.2万 | 9.8万股 | $1,349.6万 | 9.8万股 | -8股-0.01% | 减仓 |
| RREGAL REXNORD COMRRX |
| 2.13% | 2.15% | $1,010.5万 | 2.9万股 | $1,094.0万 | 2.9万股 | -160股-0.55% | 减仓 |
 VertivVRT |
| 2.02% | 2.58% | $960.7万 | 2.9万股 | $1,313.1万 | 3.3万股 | -3,909股-11.99% | 减仓 |
| T赛默飞世尔TMO |
| 1.82% | 1.54% | $863.4万 | 1.7万股 | $780.9万 | 1.6万股 | +1,334股+8.40% | 加仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 1.68% | 1.12% | $797.3万 | 2.5万股 | $571.1万 | 2.6万股 | -1,537股-5.83% | 减仓 |
 Meta平台META |
| 1.68% | 4.45% | $795.0万 | 1.4万股 | $2,260.0万 | 1.6万股 | -1,628股-10.34% | 减仓 |
| CCONCENTRA PARCON |
| 1.66% | 1.42% | $788.4万 | 26.5万股 | $720.3万 | 33.6万股 | -7.1万股-21.09% | 减仓 |
 CRANECR |
| 1.64% | 2.05% | $776.3万 | 3.5万股 | $1,041.3万 | 3.7万股 | -1,938股-5.28% | 减仓 |
| VVSEVSEC |
| 1.62% | 1.98% | $767.8万 | 3.4万股 | $1,007.8万 | 3.5万股 | -1,160股-3.33% | 减仓 |
 NVENT ELECTRICNVT |
| 1.54% | 1.55% | $731.4万 | 4.3万股 | $788.9万 | 4.7万股 | -3,774股-8.05% | 减仓 |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 1.5% | — | $711.0万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
 ELANCO ANIMAL HEALTHELAN |
| 1.46% | 0.83% | $693.7万 | 28.2万股 | $423.3万 | 17.7万股 | +10.5万股+59.36% | 加仓 |
 WASTE CONNECTIONSWCN |
| 1.45% | 0.92% | $688.2万 | 3.1万股 | $465.6万 | 2.9万股 | +2,724股+9.50% | 加仓 |
 LITTELFUSELFUS |
| 1.44% | 1.76% | $683.0万 | 1.5万股 | $897.2万 | 1.7万股 | -1,538股-9.30% | 减仓 |
| SSAIASAIA |
| 1.35% | 1.64% | $642.6万 | 1.5万股 | $834.1万 | 1.4万股 | +1,400股+10.10% | 加仓 |
 GeneracGNRC |
| 1.33% | — | $629.5万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 相干公司COHR |
| 1.29% | 1.83% | $610.4万 | 1.5万股 | $929.0万 | 2.4万股 | -8,675股-35.92% | 减仓 |
 恩智浦NXPI |
| 1.27% | 1.01% | $601.2万 | 2.1万股 | $511.0万 | 2.6万股 | -4,500股-17.34% | 减仓 |
 ON SEMICONDUCTOR COMON |
| 1.25% | 1.01% | $591.9万 | 6.3万股 | $515.4万 | 8.3万股 | -2.1万股-24.78% | 减仓 |
 MascoMAS |
| 1.23% | 0.83% | $585.0万 | 7.2万股 | $421.9万 | 7.0万股 | +2,000股+2.86% | 加仓 |
 ANALOG DEVICES COMADI |
| 1.22% | 0.84% | $576.9万 | 1.5万股 | $425.6万 | 1.3万股 | +1,150股+8.60% | 加仓 |
 EquinixEQIX |
| 1.21% | 1.74% | $574.1万 | 5,508股 | $883.0万 | 5,048股 | +460股+9.11% | 加仓 |
 宣伟SHW |
| 1.21% | 2.14% | $572.5万 | 1.7万股 | $1,087.0万 | 1.7万股 | +54股+0.33% | 加仓 |
 CLEAN HARBORSCLH |
| 1.2% | 1.14% | $568.8万 | 1.9万股 | $577.6万 | 2.0万股 | -1,106股-5.49% | 减仓 |
 天弘CLS |
| 1.14% | 0.83% | $540.0万 | 1.5万股 | $420.8万 | 1.5万股 | -136股-0.91% | 减仓 |
| CCRHCRH |
| 1.14% | 1.09% | $538.7万 | 5.0万股 | $553.4万 | 3.8万股 | +1.3万股+33.21% | 加仓 |
| CCARDINAL INFRASTRUCTURE GROUCDNL |
| 1.13% | 0.19% | $536.9万 | 5.7万股 | $96.7万 | 2.4万股 | +3.3万股+133.68% | 加仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 1.13% | 0.85% | $535.9万 | 3.4万股 | $432.6万 | 3.4万股 | 00.00% | 持仓不变 |
 UMB FINLUMBF |
| 1.06% | 1.41% | $503.0万 | 3.5万股 | $715.0万 | 4.4万股 | -8,359股-19.17% | 减仓 |
 WESCO INTLWCC |
| 1% | 0.74% | $473.7万 | 1.4万股 | $375.2万 | 1.4万股 | 00.00% | 持仓不变 |
 IDEXX LABS COMIDXX |
| 0.99% | 1.68% | $470.0万 | 8,931股 | $855.8万 | 9,489股 | -558股-5.88% | 减仓 |
| S道富·EET SPDR S&P REGIONAL BANKING ETFKRE |
| 0.98% | 0.79% | $463.0万 | 6.2万股 | $403.0万 | 6.2万股 | 00.00% | 持仓不变 |
| TTETRA TECHNOLOGIES DELTTI |
| 0.95% | — | $453.2万 | 40.0万股 | $0 | 0股 | +40.0万股 | 新买入 |
 CHAMPION HOMESSKY |
| 0.93% | 0.39% | $440.6万 | 5.0万股 | $197.2万 | 2.7万股 | +2.3万股+88.52% | 加仓 |
 BORGWARNERBWA |
| 0.91% | — | $431.6万 | 6.5万股 | $0 | 0股 | +6.5万股 | 新买入 |
 LPL金融LPLA |
| 0.89% | 1.33% | $422.2万 | 1.5万股 | $675.8万 | 1.8万股 | -3,022股-16.78% | 减仓 |
 CDWCDW |
| 0.89% | — | $421.9万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 CASELLA WASTE SYSCWST |
| 0.88% | 0.81% | $417.1万 | 4.3万股 | $412.9万 | 5.2万股 | -9,043股-17.38% | 减仓 |
 FIRSTCASHFCFS |
| 0.87% | 0.41% | $411.0万 | 1.9万股 | $208.1万 | 1.1万股 | +7,933股+71.68% | 加仓 |
| DDIEBOLD NIXDORFDBD |
| 0.81% | 1.19% | $382.6万 | 4.5万股 | $604.5万 | 5.9万股 | -1.4万股-23.53% | 减仓 |
 VERALTO COM SHSVLTO |
| 0.78% | — | $372.5万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
