| TTERADYNETER |
| 9.96% | 12.62% | $5,721.8万 | 11.8万股 | $3,940.0万 | 13.3万股 | -1.5万股-11.02% | 减仓 |
 苹果AAPL |
| 7.58% | 12.66% | $4,358.9万 | 15.1万股 | $3,952.6万 | 15.6万股 | -5,103股-3.28% | 减仓 |
 礼来LLY |
| 5.93% | 8.55% | $3,410.3万 | 2.8万股 | $2,669.4万 | 2.9万股 | -589股-2.03% | 减仓 |
 PULTEPHM |
| 5.11% | 8.22% | $2,934.3万 | 21.4万股 | $2,567.1万 | 21.8万股 | -4,424股-2.03% | 减仓 |
| TTENET HEALTHCARETHC |
| 3.72% | — | $2,140.1万 | 11.4万股 | $0 | 0股 | +11.4万股 | 新买入 |
 摩根大通JPM |
| 3.36% | — | $1,931.6万 | 5.9万股 | $0 | 0股 | +5.9万股 | 新买入 |
 NORDSONNDSN |
| 2.86% | 4.69% | $1,643.0万 | 5.4万股 | $1,463.3万 | 5.5万股 | -539股-0.98% | 减仓 |
 甲骨文ORCL |
| 2.79% | — | $1,602.7万 | 10.9万股 | $0 | 0股 | +10.9万股 | 新买入 |
 TapestryTPR |
| 2.62% | 4.59% | $1,507.4万 | 10.3万股 | $1,432.1万 | 10.1万股 | +1,495股+1.47% | 加仓 |
 思科CSCO |
| 2.61% | — | $1,500.7万 | 12.8万股 | $0 | 0股 | +12.8万股 | 新买入 |
| KKAISER ALUMINIUMKALU |
| 2.44% | 2.86% | $1,405.2万 | 7.2万股 | $891.8万 | 7.4万股 | -2,176股-2.94% | 减仓 |
| BBEAZER HOMES USABZH |
| 2.36% | — | $1,357.5万 | 48.4万股 | $0 | 0股 | +48.4万股 | 新买入 |
 嘉信理财SCHW |
| 2.36% | 4.46% | $1,357.1万 | 14.7万股 | $1,391.6万 | 14.8万股 | -999股-0.67% | 减仓 |
| TTETRA TECH NEWTTEK |
| 2.2% | — | $1,263.4万 | 43.7万股 | $0 | 0股 | +43.7万股 | 新买入 |
| IIBMIBM |
| 2.12% | 3.37% | $1,216.0万 | 4.3万股 | $1,052.0万 | 4.3万股 | -160股-0.37% | 减仓 |
 伊顿ETN |
| 2.03% | — | $1,167.5万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
| MMOELIS &MC |
| 1.88% | — | $1,078.9万 | 16.5万股 | $0 | 0股 | +16.5万股 | 新买入 |
 优步UBER |
| 1.86% | — | $1,066.5万 | 14.8万股 | $0 | 0股 | +14.8万股 | 新买入 |
 美国运通AXP |
| 1.85% | 3.07% | $1,063.2万 | 3.1万股 | $958.8万 | 3.2万股 | -267股-0.84% | 减仓 |
 默沙东MRK |
| 1.85% | — | $1,061.1万 | 8.3万股 | $0 | 0股 | +8.3万股 | 新买入 |
 波音BA |
| 1.71% | 2.78% | $984.0万 | 4.5万股 | $867.9万 | 4.4万股 | +1,850股+4.24% | 加仓 |
 迪尔DE |
| 1.71% | 2.8% | $983.8万 | 1.6万股 | $874.9万 | 1.6万股 | -22股-0.14% | 减仓 |
 EOG资源EOG |
| 1.61% | — | $926.4万 | 7.1万股 | $0 | 0股 | +7.1万股 | 新买入 |
 林德LIN |
| 1.52% | — | $871.6万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 SIMON PPTY NEW COMSPG |
| 1.46% | 2.32% | $841.7万 | 3.8万股 | $723.9万 | 3.9万股 | -1,175股-3.03% | 减仓 |
 GATXGATX |
| 1.44% | 2.55% | $830.5万 | 4.7万股 | $797.3万 | 4.7万股 | +174股+0.37% | 加仓 |
 强生JNJ |
| 1.4% | 2.45% | $806.8万 | 3.2万股 | $764.3万 | 3.1万股 | +501股+1.60% | 加仓 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 1.37% | — | $785.1万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 斯伦贝谢SLB |
| 1.35% | 2.78% | $774.4万 | 16.7万股 | $866.4万 | 16.9万股 | -2,011股-1.19% | 减仓 |
 COHEN & STEERSCNS |
| 1.35% | — | $773.1万 | 10.2万股 | $0 | 0股 | +10.2万股 | 新买入 |
 AMGEN COMAMGN |
| 1.33% | 2.35% | $764.8万 | 2.1万股 | $734.7万 | 2.1万股 | +239股+1.14% | 加仓 |
 WELLS FARGO NEWWFC |
| 1.31% | 2.34% | $753.6万 | 9.1万股 | $729.7万 | 9.2万股 | -469股-0.51% | 减仓 |
| B伯乐生命医学BIO |
| 1.27% | 2.16% | $727.4万 | 2.5万股 | $673.7万 | 2.4万股 | +604股+2.50% | 加仓 |
 迪士尼DIS |
| 1.17% | 2.18% | $673.1万 | 7.0万股 | $679.5万 | 7.1万股 | -568股-0.81% | 减仓 |
 SterisSTE |
| 1.14% | — | $655.8万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
| CCARLYLE COMCG |
| 1.12% | — | $640.9万 | 15.2万股 | $0 | 0股 | +15.2万股 | 新买入 |
 露露乐蒙LULU |
| 0.96% | 2.36% | $549.3万 | 4.8万股 | $736.3万 | 4.8万股 | +18股+0.04% | 加仓 |
 SKYWORKS SOLUTIONSSWKS |
| 0.87% | — | $501.9万 | 7.4万股 | $0 | 0股 | +7.4万股 | 新买入 |
 ZILLOW CL AZ |
| 0.82% | — | $469.3万 | 15.0万股 | $0 | 0股 | +15.0万股 | 新买入 |
 LAUDER ESTEE COS CL AEL |
| 0.7% | 1.17% | $400.4万 | 5.1万股 | $365.3万 | 5.1万股 | -185股-0.36% | 减仓 |
 COMCAST NEW CL ACMCSA |
| 0.69% | — | $396.3万 | 16.1万股 | $0 | 0股 | +16.1万股 | 新买入 |
 LoewsL |
| 0.66% | 1.14% | $378.1万 | 3.3万股 | $356.5万 | 3.3万股 | 00.00% | 持仓不变 |
| CCHEWY CL ACHWY |
| 0.65% | — | $371.7万 | 18.9万股 | $0 | 0股 | +18.9万股 | 新买入 |
 WEYERHAEUSERWY |
| 0.57% | 1.04% | $328.0万 | 13.7万股 | $326.0万 | 13.3万股 | +3,537股+2.65% | 加仓 |
 KENVUE COMKVUE |
| 0.54% | — | $312.5万 | 16.4万股 | $0 | 0股 | +16.4万股 | 新买入 |
 VERRA MOBILITYVRRM |
| 0.44% | — | $250.8万 | 59.0万股 | $0 | 0股 | +59.0万股 | 新买入 |
 雪佛龙CVX |
| 0.3% | 0.72% | $172.4万 | 1.0万股 | $223.3万 | 1.1万股 | -390股-3.61% | 减仓 |
| HHILTON GRAND VACATIONSHGV |
| 0.21% | — | $119.1万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 PROGRESSIVEPGR |
| 0.19% | 0.33% | $109.1万 | 4,995股 | $103.6万 | 5,225股 | -230股-4.40% | 减仓 |
 亚马逊AMZN |
| 0.18% | 0.29% | $104.4万 | 4,380股 | $91.2万 | 4,380股 | 00.00% | 持仓不变 |
