| IiShares安硕信托IVV |
| 32.8% | 31.16% | $4.32亿 | 57.7万股 | $3.77亿 | 57.7万股 | -508股-0.09% | 减仓 |
 微软MSFT |
| 3.37% | 1.92% | $4,428.9万 | 11.9万股 | $2,321.6万 | 6.3万股 | +5.6万股+89.31% | 加仓 |
 联合健康UNH |
| 3.08% | 2.45% | $4,051.4万 | 9.7万股 | $2,961.2万 | 10.9万股 | -1.2万股-10.93% | 减仓 |
 谷歌AGOOGL |
| 3.01% | 2.65% | $3,967.8万 | 11.1万股 | $3,210.5万 | 11.2万股 | -618股-0.55% | 减仓 |
 VisaV |
| 2.75% | 2.63% | $3,617.8万 | 10.5万股 | $3,178.9万 | 10.5万股 | +269股+0.26% | 加仓 |
 BORGWARNERBWA |
| 2.68% | 2.21% | $3,527.2万 | 53.1万股 | $2,673.9万 | 49.3万股 | +3.8万股+7.79% | 加仓 |
 WELLS FARGO NEWWFC |
| 2.57% | 2.69% | $3,382.0万 | 40.9万股 | $3,253.6万 | 40.9万股 | +559股+0.14% | 加仓 |
 L3哈里斯LHX |
| 2.37% | 3.06% | $3,114.2万 | 10.7万股 | $3,706.7万 | 10.7万股 | -225股-0.21% | 减仓 |
 迪士尼DIS |
| 2.33% | 2.54% | $3,063.2万 | 31.8万股 | $3,073.9万 | 31.9万股 | -678股-0.21% | 减仓 |
 美敦力MDT |
| 1.97% | 2.32% | $2,588.0万 | 33.1万股 | $2,802.1万 | 32.3万股 | +7,430股+2.30% | 加仓 |
 Meta平台META |
| 1.96% | 1.69% | $2,584.5万 | 4.6万股 | $2,045.3万 | 3.6万股 | +1.0万股+28.35% | 加仓 |
| BBECTON DICKINSON & COMBDX |
| 1.8% | 2.06% | $2,374.3万 | 15.7万股 | $2,488.4万 | 15.8万股 | -1,369股-0.87% | 减仓 |
 赛富时CRM |
| 1.7% | 2.2% | $2,234.2万 | 14.3万股 | $2,656.4万 | 14.2万股 | +309股+0.22% | 加仓 |
 欧特克ADSK |
| 1.6% | 2.17% | $2,107.9万 | 10.8万股 | $2,621.0万 | 10.9万股 | -1,063股-0.97% | 减仓 |
| CCARNIVAL CORP LTD COMMON SHARESCCL |
| 1.59% | — | $2,092.3万 | 73.2万股 | $0 | 0股 | +73.2万股 | 新买入 |
 摩根大通JPM |
| 1.58% | 1.56% | $2,078.2万 | 6.3万股 | $1,883.7万 | 6.4万股 | -548股-0.86% | 减仓 |
 International Flavors & Fragrances INC Fragrans CORP COMMONIFF |
| 1.54% | 1.55% | $2,030.0万 | 25.6万股 | $1,879.9万 | 25.9万股 | -2,860股-1.10% | 减仓 |
| Q高通QCOM |
| 1.25% | 1.36% | $1,640.2万 | 8.9万股 | $1,641.5万 | 12.7万股 | -3.9万股-30.36% | 减仓 |
 SCHEIN HENRYHSIC |
| 1.21% | 2.16% | $1,597.6万 | 19.1万股 | $2,618.7万 | 35.5万股 | -16.4万股-46.17% | 减仓 |
| SSEI INVTSSEIC |
| 1.16% | 1.27% | $1,530.6万 | 17.5万股 | $1,540.0万 | 19.6万股 | -2.2万股-11.08% | 减仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 1.15% | 1.02% | $1,516.4万 | 4.3万股 | $1,234.1万 | 4.4万股 | -388股-0.89% | 减仓 |
 CorpayCPAY |
| 1.12% | 1.15% | $1,472.2万 | 4.4万股 | $1,386.5万 | 4.8万股 | -3,473股-7.29% | 减仓 |
 GLOBUS MEDGMED |
| 1.05% | 1.14% | $1,382.2万 | 17.5万股 | $1,374.6万 | 16.0万股 | +1.5万股+9.65% | 加仓 |
 耐克NKE |
| 1.02% | 1.42% | $1,338.6万 | 32.6万股 | $1,714.4万 | 32.5万股 | +1,526股+0.47% | 加仓 |
 ICON PUB LTD COICLR |
| 1% | 0.74% | $1,316.6万 | 7.6万股 | $900.9万 | 8.1万股 | -5,614股-6.90% | 减仓 |
| FFIRST ADVANTAGE NEWFA |
| 0.99% | 0.71% | $1,303.0万 | 72.2万股 | $856.5万 | 72.8万股 | -6,426股-0.88% | 减仓 |
 LOUISIANA PACLPX |
| 0.98% | 0.6% | $1,295.7万 | 16.5万股 | $720.7万 | 9.9万股 | +6.6万股+66.28% | 加仓 |
 BROOKFIELD INFRASTRUC LPBIP |
| 0.96% | 1.04% | $1,257.3万 | 34.5万股 | $1,255.6万 | 34.8万股 | -3,053股-0.88% | 减仓 |
| SSPDR道富指数基金EFAX |
| 0.93% | — | $1,222.6万 | 22.6万股 | $0 | 0股 | +22.6万股 | 新买入 |
 CencoraCOR |
| 0.86% | 1.04% | $1,126.3万 | 4.0万股 | $1,263.6万 | 4.0万股 | -422股-1.05% | 减仓 |
 OLD REP INTLORI |
| 0.86% | 0.92% | $1,125.6万 | 27.5万股 | $1,107.4万 | 27.8万股 | -2,451股-0.88% | 减仓 |
| MMIDDLEBYMIDD |
| 0.84% | 0.71% | $1,102.7万 | 6.4万股 | $857.5万 | 6.5万股 | -573股-0.89% | 减仓 |
 LAMAR ADVERTISINGLAMR |
| 0.83% | 0.74% | $1,087.0万 | 7.0万股 | $890.6万 | 7.0万股 | -624股-0.89% | 减仓 |
 皇冠控股CCK |
| 0.81% | 0.8% | $1,068.3万 | 9.6万股 | $966.2万 | 9.6万股 | -847股-0.88% | 减仓 |
 实耐宝SNA |
| 0.81% | 0.8% | $1,067.9万 | 2.7万股 | $972.5万 | 2.7万股 | -237股-0.89% | 减仓 |
 AMER STATES WTRAWR |
| 0.79% | 0.79% | $1,033.8万 | 12.5万股 | $954.5万 | 12.6万股 | -1,115股-0.88% | 减仓 |
| HHAYWARDHAYW |
| 0.74% | 0.63% | $971.0万 | 56.1万股 | $757.3万 | 56.6万股 | -5,041股-0.89% | 减仓 |
| TTENET HEALTHCARETHC |
| 0.73% | 0.81% | $965.5万 | 5.2万股 | $985.6万 | 5.2万股 | -622股-1.19% | 减仓 |
 Globe LifeGL |
| 0.73% | 0.62% | $961.6万 | 5.4万股 | $755.6万 | 5.4万股 | -475股-0.87% | 减仓 |
| MMKSMKSI |
| 0.72% | 0.71% | $948.8万 | 2.1万股 | $855.7万 | 3.7万股 | -1.6万股-42.71% | 减仓 |
| V先锋领航全球基金VSGX |
| 0.69% | — | $908.6万 | 11.0万股 | $0 | 0股 | +11.0万股 | 新买入 |
 CARLISLE COSCSL |
| 0.69% | 0.69% | $903.4万 | 2.5万股 | $838.2万 | 2.5万股 | -221股-0.88% | 减仓 |
 GENTEXGNTX |
| 0.66% | 0.63% | $869.6万 | 34.4万股 | $758.6万 | 34.7万股 | -3,052股-0.88% | 减仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.65% | 0.98% | $859.3万 | 14.9万股 | $1,187.9万 | 20.6万股 | -5.8万股-27.91% | 减仓 |
 HOULIHAN LOKEYHLI |
| 0.63% | — | $830.1万 | 6.2万股 | $0 | 0股 | +6.2万股 | 新买入 |
 CORE & MAINCNM |
| 0.61% | 0.69% | $808.4万 | 16.8万股 | $835.0万 | 16.9万股 | -1,489股-0.88% | 减仓 |
 沃特世WAT |
| 0.6% | 0.53% | $792.9万 | 2.1万股 | $635.4万 | 2.1万股 | -193股-0.90% | 减仓 |
 RANGE RESRRC |
| 0.57% | 0.69% | $744.5万 | 20.0万股 | $838.8万 | 18.6万股 | +1.5万股+7.82% | 加仓 |
| WWYNDHAM HOTELS & RESORTSWH |
| 0.56% | 0.59% | $732.7万 | 8.7万股 | $713.1万 | 8.8万股 | -775股-0.88% | 减仓 |
 HILLMAN SOLUTIONSHLMN |
| 0.55% | 0.59% | $723.3万 | 85.7万股 | $719.3万 | 86.5万股 | -7,618股-0.88% | 减仓 |
