 ARCH CAP ORDACGL |
| 4.4% | 4.85% | $3.69亿 | 380.0万股 | $3.91亿 | 407.6万股 | -27.7万股-6.79% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.57% | 2.24% | $2.16亿 | 61.0万股 | $1.81亿 | 63.0万股 | -1.9万股-3.08% | 减仓 |
 安费诺APH |
| 2.47% | 1.96% | $2.07亿 | 117.6万股 | $1.58亿 | 125.1万股 | -7.5万股-5.99% | 减仓 |
 ROSS STORES COMROST |
| 2.25% | 3.8% | $1.89亿 | 88.7万股 | $3.06亿 | 141.3万股 | -52.6万股-37.25% | 减仓 |
 帕卡PCAR |
| 2.12% | 2.27% | $1.78亿 | 147.9万股 | $1.83亿 | 158.5万股 | -10.7万股-6.73% | 减仓 |
 德州仪器TXN |
| 2.05% | 1.46% | $1.72亿 | 57.6万股 | $1.18亿 | 60.8万股 | -3.3万股-5.36% | 减仓 |
 亚马逊AMZN |
| 1.86% | 1.72% | $1.56亿 | 65.6万股 | $1.39亿 | 66.7万股 | -1.1万股-1.62% | 减仓 |
 CARLISLE COSCSL |
| 1.82% | 1.88% | $1.53亿 | 42.1万股 | $1.51亿 | 45.4万股 | -3.2万股-7.14% | 减仓 |
 CDWCDW |
| 1.8% | 1.66% | $1.51亿 | 107.0万股 | $1.34亿 | 110.5万股 | -3.5万股-3.13% | 减仓 |
| MMKSMKSI |
| 1.68% | 0.96% | $1.41亿 | 31.7万股 | $7,775.3万 | 33.8万股 | -2.2万股-6.40% | 减仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 1.66% | 1.48% | $1.39亿 | 39.8万股 | $1.19亿 | 42.3万股 | -2.5万股-5.87% | 减仓 |
 BROWN & BROWN COMBRO |
| 1.65% | 1.87% | $1.39亿 | 216.1万股 | $1.50亿 | 230.8万股 | -14.7万股-6.35% | 减仓 |
 LabcorpECL |
| 1.59% | 1.62% | $1.33亿 | 47.7万股 | $1.31亿 | 49.1万股 | -1.4万股-2.83% | 减仓 |
 VisaV |
| 1.57% | 1.46% | $1.31亿 | 38.3万股 | $1.18亿 | 39.0万股 | -7,207股-1.85% | 减仓 |
 MEDPACEMEDP |
| 1.54% | 1.56% | $1.29亿 | 24.4万股 | $1.26亿 | 26.2万股 | -1.9万股-7.16% | 减仓 |
 ANALOG DEVICES COMADI |
| 1.48% | 1.33% | $1.24亿 | 31.3万股 | $1.07亿 | 33.7万股 | -2.4万股-7.17% | 减仓 |
 TELEDYNE TECHNOLOGIESTDY |
| 1.46% | 1.49% | $1.23亿 | 18.4万股 | $1.20亿 | 19.9万股 | -1.5万股-7.42% | 减仓 |
 MSA安全MSA |
| 1.37% | 1.2% | $1.15亿 | 66.1万股 | $9,649.6万 | 58.9万股 | +7.2万股+12.23% | 加仓 |
 COPART COMCPRT |
| 1.35% | 1.6% | $1.13亿 | 401.3万股 | $1.29亿 | 389.0万股 | +12.4万股+3.18% | 加仓 |
| MMOELIS &MC |
| 1.3% | 1.25% | $1.09亿 | 166.7万股 | $1.01亿 | 177.4万股 | -10.7万股-6.01% | 减仓 |
 W.R.伯克利WRB |
| 1.26% | 1.33% | $1.06亿 | 149.8万股 | $1.07亿 | 161.9万股 | -12.1万股-7.48% | 减仓 |
 沃特世WAT |
| 1.25% | 1.01% | $1.05亿 | 28.0万股 | $8,119.5万 | 27.3万股 | +7,207股+2.64% | 加仓 |
 SMITH A OAOS |
| 1.1% | 0.93% | $9,200.5万 | 146.7万股 | $7,534.3万 | 114.3万股 | +32.4万股+28.38% | 加仓 |
 自由媒体FWONK |
| 1.09% | 1.13% | $9,174.7万 | 96.4万股 | $9,099.7万 | 107.0万股 | -10.6万股-9.90% | 减仓 |
 派克汉尼汾PH |
| 1.03% | 1.03% | $8,637.9万 | 8.8万股 | $8,332.3万 | 9.3万股 | -4,762股-5.12% | 减仓 |
 DANAHER DEL COMDHR |
| 1.02% | 1.16% | $8,545.1万 | 44.9万股 | $9,385.6万 | 49.5万股 | -4.6万股-9.38% | 减仓 |
 FERGUSON ENTERPRISESFERG |
| 1.01% | 1.08% | $8,439.7万 | 35.6万股 | $8,707.5万 | 37.3万股 | -1.8万股-4.74% | 减仓 |
| I景顺·S&PSPHQ |
| 1.01% | 1.2% | $8,439.7万 | 93.7万股 | $9,642.1万 | 128.2万股 | -34.6万股-26.96% | 减仓 |
 AGILENT TECHNOLOGIES COMA |
| 1% | 0.86% | $8,391.7万 | 63.2万股 | $6,928.1万 | 60.8万股 | +2.4万股+3.94% | 加仓 |
 微软MSFT |
| 0.97% | 0.99% | $8,128.5万 | 21.8万股 | $7,993.6万 | 21.6万股 | +1,967股+0.91% | 加仓 |
 FLOOR & DECORFND |
| 0.94% | 0.86% | $7,894.1万 | 133.0万股 | $6,956.9万 | 136.9万股 | -4.0万股-2.89% | 减仓 |
 嘉信理财SCHW |
| 0.93% | 0.84% | $7,823.3万 | 84.8万股 | $6,783.8万 | 72.2万股 | +12.6万股+17.46% | 加仓 |
 BIO-TECHNETECH |
| 0.9% | 0.71% | $7,513.4万 | 106.3万股 | $5,712.3万 | 109.3万股 | -3.0万股-2.71% | 减仓 |
 高德纳IT |
| 0.89% | 1.2% | $7,448.1万 | 57.5万股 | $9,710.3万 | 61.3万股 | -3.9万股-6.30% | 减仓 |
 PROGRESSIVEPGR |
| 0.88% | 0.86% | $7,391.1万 | 33.8万股 | $6,933.9万 | 35.0万股 | -1.1万股-3.27% | 减仓 |
 ExpediaEXPE |
| 0.87% | 0.87% | $7,306.5万 | 44.8万股 | $7,024.2万 | 49.0万股 | -4.2万股-8.59% | 减仓 |
 VERISK ANALYTICS COMVRSK |
| 0.85% | — | $7,154.7万 | 39.9万股 | $0 | 0股 | +39.9万股 | 新买入 |
| BBROOKFIELD ASSET MANAGEMENT LTD CLASS A LTD VOTING SHS ISIN #CA1130041058 SEDOL #BPCPYH2MAGY |
| 0.84% | 0.92% | $7,043.3万 | 157.0万股 | $7,445.8万 | 167.5万股 | -10.5万股-6.25% | 减仓 |
 LOWES COS COMLOW |
| 0.83% | 0.97% | $6,950.3万 | 31.5万股 | $7,798.0万 | 33.0万股 | -1.5万股-4.49% | 减仓 |
| LLITHIA MTRSLAD |
| 0.8% | 0.72% | $6,698.8万 | 23.1万股 | $5,810.5万 | 23.3万股 | -2,078股-0.89% | 减仓 |
 礼来LLY |
| 0.79% | 0.62% | $6,659.2万 | 5.6万股 | $4,979.1万 | 5.4万股 | +1,386股+2.56% | 加仓 |
 THOR INDSTHO |
| 0.79% | 0.96% | $6,621.7万 | 88.1万股 | $7,707.6万 | 96.5万股 | -8.4万股-8.68% | 减仓 |
 TJXTJX |
| 0.78% | 0.86% | $6,512.1万 | 43.0万股 | $6,916.6万 | 43.3万股 | -3,257股-0.75% | 减仓 |
| N新纪元能源NEE |
| 0.76% | 0.79% | $6,354.7万 | 72.4万股 | $6,356.7万 | 68.4万股 | +4.0万股+5.79% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.76% | 0.69% | $6,352.0万 | 75.8万股 | $5,541.7万 | 73.8万股 | +2.1万股+2.78% | 加仓 |
 CULLEN FROST BANKERSCFR |
| 0.74% | 0.57% | $6,228.0万 | 40.3万股 | $4,600.0万 | 33.6万股 | +6.7万股+20.11% | 加仓 |
 ASBURY AUTOMOTIVEABG |
| 0.72% | 0.75% | $6,059.2万 | 30.1万股 | $6,035.7万 | 30.9万股 | -7,543股-2.44% | 减仓 |
| GGLACIER BANCORP NEWGBCI |
| 0.7% | 0.52% | $5,904.8万 | 114.5万股 | $4,156.4万 | 93.0万股 | +21.4万股+23.03% | 加仓 |
 苹果AAPL |
| 0.69% | 0.63% | $5,814.2万 | 20.1万股 | $5,103.3万 | 20.1万股 | -152股-0.08% | 减仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.68% | 0.77% | $5,716.4万 | 34.3万股 | $6,173.3万 | 35.6万股 | -1.3万股-3.64% | 减仓 |
