 派克汉尼汾PH |
| 3.2% | 2.15% | $2.25亿 | 23.0万股 | $1.24亿 | 13.9万股 | +9.1万股+65.69% | 加仓 |
 ITTITT |
| 3.05% | 1.62% | $2.14亿 | 108.3万股 | $9,371.6万 | 49.2万股 | +59.1万股+120.13% | 加仓 |
 林德LIN |
| 2.95% | 4.42% | $2.08亿 | 40.0万股 | $2.55亿 | 51.5万股 | -11.5万股-22.33% | 减仓 |
| S道富XLI |
| 2.77% | 0.98% | $1.94亿 | 105.0万股 | $5,660.6万 | 35.0万股 | +70.0万股+200.00% | 加仓 |
| EELEMENT SOLUTIONSESI |
| 2.18% | 2.57% | $1.53亿 | 320.7万股 | $1.49亿 | 435.2万股 | -114.5万股-26.31% | 减仓 |
 AMETEK COMAME |
| 2.11% | 1.38% | $1.48亿 | 61.2万股 | $7,942.7万 | 37.1万股 | +24.1万股+65.15% | 加仓 |
 亚马逊AMZN |
| 2% | 2.11% | $1.41亿 | 59.1万股 | $1.22亿 | 58.4万股 | +7,250股+1.24% | 加仓 |
| SSOMNIGROUP INTERNATIONAL COMSGI |
| 1.99% | 0.69% | $1.40亿 | 178.5万股 | $3,958.4万 | 53.6万股 | +125.0万股+233.33% | 加仓 |
| CCRHCRH |
| 1.47% | 3.42% | $1.04亿 | 96.8万股 | $1.97亿 | 187.8万股 | -91.0万股-48.47% | 减仓 |
 江森自控JCI |
| 1.41% | 1.22% | $9,946.1万 | 68.1万股 | $7,056.6万 | 53.9万股 | +14.2万股+26.32% | 加仓 |
 HSBC SPON ADR NEWHSBC |
| 1.4% | 1.27% | $9,863.9万 | 96.8万股 | $7,357.2万 | 85.8万股 | +11.0万股+12.81% | 加仓 |
 切尼尔能源LNG |
| 1.39% | 1.91% | $9,765.3万 | 40.9万股 | $1.10亿 | 38.8万股 | +2.1万股+5.28% | 加仓 |
 GE VernovaGEV |
| 1.28% | 1.09% | $8,962.1万 | 7.6万股 | $6,291.4万 | 7.2万股 | +4,207股+5.84% | 加仓 |
 SYSCO COMSYY |
| 1.27% | 0.27% | $8,901.3万 | 106.5万股 | $1,533.6万 | 21.5万股 | +85.0万股+395.35% | 加仓 |
 TELEDYNE TECHNOLOGIESTDY |
| 1.26% | — | $8,852.1万 | 13.3万股 | $0 | 0股 | +13.3万股 | 新买入 |
 多佛DOV |
| 1.24% | 1.26% | $8,715.4万 | 38.9万股 | $7,283.2万 | 34.9万股 | +3.9万股+11.22% | 加仓 |
 QUANTA SVCSPWR |
| 1.22% | 0.82% | $8,557.4万 | 11.9万股 | $4,727.7万 | 8.6万股 | +3.3万股+38.01% | 加仓 |
 CRANECR |
| 1.2% | 1.2% | $8,453.5万 | 37.9万股 | $6,945.2万 | 40.6万股 | -2.7万股-6.69% | 减仓 |
| DDICKS SPORTING GOODSDKS |
| 1.19% | — | $8,375.0万 | 36.9万股 | $0 | 0股 | +36.9万股 | 新买入 |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 1.18% | 0.26% | $8,277.9万 | 41.0万股 | $1,476.1万 | 12.0万股 | +29.0万股+241.67% | 加仓 |
 宝洁PG |
| 1.17% | 1.09% | $8,255.8万 | 56.3万股 | $6,265.1万 | 43.4万股 | +12.9万股+29.80% | 加仓 |
 柯蒂斯怀特CW |
| 1.17% | 1.27% | $8,232.5万 | 10.9万股 | $7,309.9万 | 10.7万股 | +1,320股+1.23% | 加仓 |
 BOOT BARNBOOT |
| 1.17% | — | $8,226.4万 | 50.1万股 | $0 | 0股 | +50.1万股 | 新买入 |
 卡特彼勒CAT |
| 1.15% | 1.09% | $8,084.8万 | 7.6万股 | $6,275.7万 | 8.9万股 | -1.3万股-14.29% | 减仓 |
 高露洁CL |
| 1.13% | — | $7,944.1万 | 86.7万股 | $0 | 0股 | +86.7万股 | 新买入 |
 苹果AAPL |
| 1.13% | — | $7,914.0万 | 27.4万股 | $0 | 0股 | +27.4万股 | 新买入 |
 GE航空GE |
| 1.1% | 1.19% | $7,728.4万 | 20.7万股 | $6,873.9万 | 24.2万股 | -3.5万股-14.63% | 减仓 |
 阿斯麦ASML |
| 1.05% | — | $7,410.7万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 1.03% | — | $7,248.0万 | 80.0万股 | $0 | 0股 | +80.0万股 | 新买入 |
| MMASTECMTZ |
| 1.02% | 0.76% | $7,195.5万 | 17.3万股 | $4,371.1万 | 13.6万股 | +3.7万股+27.30% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.99% | 1.73% | $6,967.3万 | 15.2万股 | $9,982.9万 | 20.6万股 | -5.4万股-26.29% | 减仓 |
 VanEck ETF信托SMH |
| 0.98% | 0.5% | $6,886.8万 | 10.5万股 | $2,875.5万 | 7.5万股 | +3.0万股+40.00% | 加仓 |
| CCARVANA CL ACVNA |
| 0.95% | 1.28% | $6,692.2万 | 101.7万股 | $7,399.7万 | 23.5万股 | +78.1万股+331.97% | 加仓 |
 希捷STX |
| 0.89% | — | $6,242.1万 | 6.5万股 | $0 | 0股 | +6.5万股 | 新买入 |
 伍德沃德WWD |
| 0.87% | 0.43% | $6,116.1万 | 14.4万股 | $2,457.1万 | 6.9万股 | +7.5万股+109.41% | 加仓 |
 波音BA |
| 0.87% | 0.59% | $6,083.5万 | 28.1万股 | $3,383.5万 | 17.0万股 | +11.1万股+65.31% | 加仓 |
| T特灵科技TT |
| 0.86% | 0.36% | $6,011.3万 | 12.2万股 | $2,101.7万 | 5.0万股 | +7.2万股+142.68% | 加仓 |
 AMD超威AMD |
| 0.85% | — | $5,954.3万 | 10.3万股 | $0 | 0股 | +10.3万股 | 新买入 |
 VisaV |
| 0.84% | 1.02% | $5,884.0万 | 17.2万股 | $5,863.5万 | 19.4万股 | -2.3万股-11.60% | 减仓 |
 家得宝HD |
| 0.81% | — | $5,728.4万 | 16.2万股 | $0 | 0股 | +16.2万股 | 新买入 |
 英伟达NVDA |
| 0.81% | 1.31% | $5,702.6万 | 28.5万股 | $7,542.8万 | 43.3万股 | -14.8万股-34.10% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.8% | 1.69% | $5,600.8万 | 7.5万股 | $9,755.1万 | 15.0万股 | -7.5万股-50.00% | 减仓 |
 ADVANCED DRAIN SYS DELWMS |
| 0.8% | 0.45% | $5,591.3万 | 35.6万股 | $2,577.6万 | 18.8万股 | +16.8万股+89.52% | 加仓 |
| FFERVO ENERGY COFRVO |
| 0.79% | — | $5,579.3万 | 190.9万股 | $0 | 0股 | +190.9万股 | 新买入 |
 美国包装PKG |
| 0.79% | 1.17% | $5,544.8万 | 23.3万股 | $6,742.2万 | 31.8万股 | -8.5万股-26.75% | 减仓 |
 威瑞信VRSN |
| 0.78% | — | $5,471.4万 | 21.8万股 | $0 | 0股 | +21.8万股 | 新买入 |
| NNextPowerNXT |
| 0.78% | 0.3% | $5,467.1万 | 45.9万股 | $1,702.8万 | 14.1万股 | +31.8万股+224.87% | 加仓 |
| SSpaceXSPCX |
| 0.78% | — | $5,452.1万 | 31.9万股 | $0 | 0股 | +31.9万股 | 新买入 |
 VistraVST |
| 0.76% | 1.07% | $5,314.1万 | 33.5万股 | $6,163.5万 | 41.0万股 | -7.5万股-18.29% | 减仓 |
| NNEBIUS GROUP NV |
| 0.74% | — | $5,207.2万 | 18.9万股 | $0 | 0股 | +18.9万股 | 新买入 |
