 TELEDYNE TECHNOLOGIESTDY |
| 3.74% | 3.33% | $2.77亿 | 41.6万股 | $2.39亿 | 39.4万股 | +2.2万股+5.47% | 加仓 |
 ITTITT |
| 3.73% | 3.75% | $2.76亿 | 139.8万股 | $2.69亿 | 141.2万股 | -1.5万股-1.03% | 减仓 |
| AAPI COM STKAPG |
| 3.73% | 3.38% | $2.76亿 | 652.3万股 | $2.42亿 | 598.2万股 | +54.1万股+9.04% | 加仓 |
| CCRHCRH |
| 3.56% | 3.21% | $2.64亿 | 246.5万股 | $2.30亿 | 219.2万股 | +27.3万股+12.47% | 加仓 |
 XPOXPO |
| 3.19% | 3.22% | $2.36亿 | 115.0万股 | $2.31亿 | 118.9万股 | -3.9万股-3.27% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 3.17% | 3.24% | $2.35亿 | 46.9万股 | $2.32亿 | 48.5万股 | -1.6万股-3.28% | 减仓 |
 伍德沃德WWD |
| 3.13% | 2.25% | $2.32亿 | 54.5万股 | $1.62亿 | 45.2万股 | +9.3万股+20.68% | 加仓 |
 加拿大国家铁路CNI |
| 2.94% | 2.7% | $2.18亿 | 182.6万股 | $1.94亿 | 188.8万股 | -6.2万股-3.28% | 减仓 |
 WASTE CONNECTIONSWCN |
| 2.89% | 1.71% | $2.14亿 | 128.6万股 | $1.23亿 | 75.7万股 | +52.9万股+69.79% | 加仓 |
 WEST PHARMACEUTICAL SVSCWST |
| 2.89% | 2.15% | $2.14亿 | 59.7万股 | $1.55亿 | 61.7万股 | -2.0万股-3.26% | 减仓 |
 应用材料AMAT |
| 2.71% | 0.75% | $2.01亿 | 27.8万股 | $5,359.3万 | 15.7万股 | +12.1万股+77.21% | 加仓 |
 科磊KLAC |
| 2.66% | 1.1% | $1.97亿 | 65.4万股 | $7,901.2万 | 5.4万股 | +60.0万股+1,118.46% | 加仓 |
 Live NationLYV |
| 2.64% | 2.18% | $1.96亿 | 106.9万股 | $1.56亿 | 102.6万股 | +4.4万股+4.26% | 加仓 |
 德州仪器TXN |
| 2.61% | 3.2% | $1.94亿 | 64.9万股 | $2.30亿 | 118.3万股 | -53.4万股-45.11% | 减仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 2.61% | 2.53% | $1.94亿 | 223.3万股 | $1.82亿 | 230.9万股 | -7.6万股-3.28% | 减仓 |
 自由媒体FWONK |
| 2.56% | 2.27% | $1.89亿 | 199.0万股 | $1.63亿 | 191.3万股 | +7.7万股+4.00% | 加仓 |
 UNITED RENTALSURI |
| 2.43% | 1.88% | $1.80亿 | 15.9万股 | $1.35亿 | 18.5万股 | -2.7万股-14.31% | 减仓 |
| EENTEGRISENTG |
| 2.35% | 1.05% | $1.74亿 | 97.0万股 | $7,510.4万 | 64.1万股 | +32.9万股+51.37% | 加仓 |
 AGILENT TECHNOLOGIES COMA |
| 2.35% | 2.16% | $1.74亿 | 131.2万股 | $1.55亿 | 135.7万股 | -4.5万股-3.28% | 减仓 |
 EOG资源EOG |
| 2.33% | 3.58% | $1.73亿 | 133.0万股 | $2.57亿 | 177.5万股 | -44.5万股-25.08% | 减仓 |
 沃特世WAT |
| 2.29% | 1.94% | $1.69亿 | 45.2万股 | $1.39亿 | 46.7万股 | -1.5万股-3.28% | 减仓 |
 万事达MA |
| 2.13% | 1.89% | $1.58亿 | 30.8万股 | $1.36亿 | 27.1万股 | +3.6万股+13.35% | 加仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 2.12% | 2.91% | $1.57亿 | 44.9万股 | $2.09亿 | 73.9万股 | -29.0万股-39.23% | 减仓 |
 STANDARDAEROSARO |
| 2.03% | 1.47% | $1.51亿 | 503.3万股 | $1.06亿 | 408.4万股 | +94.8万股+23.21% | 加仓 |
 FERGUSON ENTERPRISESFERG |
| 1.98% | 1.62% | $1.47亿 | 61.9万股 | $1.16亿 | 49.7万股 | +12.2万股+24.58% | 加仓 |
 微软MSFT |
| 1.95% | 2.06% | $1.44亿 | 38.6万股 | $1.48亿 | 40.0万股 | -1.3万股-3.28% | 减仓 |
| BBECTON DICKINSON & COMBDX |
| 1.94% | 2.16% | $1.44亿 | 95.1万股 | $1.55亿 | 98.4万股 | -3.2万股-3.28% | 减仓 |
 思科CSCO |
| 1.91% | — | $1.42亿 | 120.7万股 | $0 | 0股 | +120.7万股 | 新买入 |
 SterisSTE |
| 1.87% | 2.08% | $1.38亿 | 65.8万股 | $1.49亿 | 67.5万股 | -1.7万股-2.53% | 减仓 |
 标普全球SPGI |
| 1.72% | 1.92% | $1.27亿 | 31.3万股 | $1.37亿 | 32.3万股 | -1.1万股-3.28% | 减仓 |
 康菲石油COP |
| 1.71% | 3.11% | $1.26亿 | 121.6万股 | $2.23亿 | 169.0万股 | -47.4万股-28.05% | 减仓 |
 马丁玛丽埃塔MLM |
| 1.61% | 1.59% | $1.20亿 | 20.7万股 | $1.14亿 | 19.4万股 | +1.3万股+6.67% | 加仓 |
 艺康ECL |
| 1.56% | 0.95% | $1.16亿 | 41.5万股 | $6,799.0万 | 25.6万股 | +16.0万股+62.45% | 加仓 |
 CORE & MAINCNM |
| 1.56% | 1.37% | $1.16亿 | 239.6万股 | $9,863.8万 | 199.7万股 | +39.9万股+19.99% | 加仓 |
 希尔顿HLT |
| 1.51% | 1.32% | $1.12亿 | 33.8万股 | $9,452.4万 | 31.1万股 | +2.8万股+8.85% | 加仓 |
 ROYAL GOLD COMRGLD |
| 1.5% | 2.05% | $1.11亿 | 55.8万股 | $1.47亿 | 57.7万股 | -1.9万股-3.27% | 减仓 |
 嘉信理财SCHW |
| 1.5% | 1.63% | $1.11亿 | 120.2万股 | $1.17亿 | 124.3万股 | -4.1万股-3.27% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 1.36% | 1.69% | $1.01亿 | 82.1万股 | $1.21亿 | 77.1万股 | +5.1万股+6.55% | 加仓 |
| WWYNDHAM HOTELS & RESORTSWH |
| 1.36% | 1.4% | $1.01亿 | 119.5万股 | $1.00亿 | 123.6万股 | -4.0万股-3.27% | 减仓 |
 COOPER COSCOO |
| 1.24% | 1.32% | $9,207.6万 | 128.4万股 | $9,491.6万 | 132.8万股 | -4.4万股-3.28% | 减仓 |
 DANAHER DEL COMDHR |
| 1.19% | 2.12% | $8,792.6万 | 46.2万股 | $1.52亿 | 80.2万股 | -34.1万股-42.46% | 减仓 |
 ANALOG DEVICES COMADI |
| 1.09% | 1.06% | $8,050.6万 | 20.3万股 | $7,604.1万 | 23.9万股 | -3.6万股-15.20% | 减仓 |
| WWATSCOWSO |
| 1.06% | — | $7,869.5万 | 18.9万股 | $0 | 0股 | +18.9万股 | 新买入 |
 IDEXIEX |
| 0.98% | 0.88% | $7,291.9万 | 32.1万股 | $6,293.0万 | 33.2万股 | -1.1万股-3.22% | 减仓 |
 ETSY COMETSY |
| 0.89% | 0.63% | $6,617.0万 | 87.8万股 | $4,538.7万 | 90.8万股 | -3.0万股-3.27% | 减仓 |
 CDWCDW |
| 0.62% | 0.57% | $4,576.8万 | 32.5万股 | $4,071.4万 | 33.6万股 | -1.1万股-3.27% | 减仓 |
 宣伟SHW |
| 0.51% | 0.51% | $3,787.9万 | 11.0万股 | $3,645.7万 | 11.4万股 | -3,720股-3.27% | 减仓 |
 POOLPOOL |
| 0.51% | 0.51% | $3,758.5万 | 17.5万股 | $3,657.6万 | 18.1万股 | -5,880股-3.25% | 减仓 |
 LIBERTY LIVELLYVK |
| 0.04% | 0.04% | $285.0万 | 2.7万股 | $261.4万 | 2.8万股 | -800股-2.88% | 减仓 |
