 ANALOG DEVICES COMADI |
| 7.85% | 7.68% | $6.35亿 | 159.9万股 | $5.48亿 | 172.3万股 | -12.5万股-7.23% | 减仓 |
 谷歌AGOOGL |
| 6.22% | 6.78% | $5.03亿 | 140.9万股 | $4.84亿 | 168.3万股 | -27.5万股-16.33% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 5.82% | 5.36% | $4.71亿 | 133.3万股 | $3.82亿 | 133.3万股 | +48股+0.00% | 加仓 |
 International Flavors & Fragrances INC Fragrans CORP COMMONIFF |
| 5.34% | 5.5% | $4.32亿 | 545.5万股 | $3.92亿 | 541.0万股 | +4.5万股+0.83% | 加仓 |
| C花旗集团C |
| 5.22% | 5.04% | $4.22亿 | 301.7万股 | $3.60亿 | 317.5万股 | -15.8万股-4.99% | 减仓 |
 Meta平台META |
| 4.73% | 5.45% | $3.83亿 | 68.0万股 | $3.89亿 | 68.1万股 | -729股-0.11% | 减仓 |
 亚马逊AMZN |
| 4.01% | 4.13% | $3.24亿 | 136.1万股 | $2.95亿 | 141.6万股 | -5.6万股-3.93% | 减仓 |
| BBECTON DICKINSON & COMBDX |
| 3.95% | 4.36% | $3.19亿 | 211.1万股 | $3.11亿 | 198.0万股 | +13.0万股+6.58% | 加仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 3.87% | 4.83% | $3.13亿 | 155.1万股 | $3.45亿 | 165.1万股 | -10.0万股-6.04% | 减仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 3.79% | 1.18% | $3.07亿 | 133.6万股 | $8,396.5万 | 38.8万股 | +94.9万股+244.68% | 加仓 |
 AON SHS CL AAON |
| 2.79% | 3.18% | $2.26亿 | 68.1万股 | $2.27亿 | 70.3万股 | -2.2万股-3.11% | 减仓 |
 COMCAST NEW CL ACMCSA |
| 2.63% | 3.46% | $2.13亿 | 867.7万股 | $2.47亿 | 859.3万股 | +8.4万股+0.98% | 加仓 |
| FFORTUNE BRANDS INNOVATIONS IFBIN |
| 2.6% | 2.07% | $2.10亿 | 382.5万股 | $1.48亿 | 379.2万股 | +3.3万股+0.87% | 加仓 |
 恩智浦NXPI |
| 2.39% | 2.12% | $1.93亿 | 68.8万股 | $1.51亿 | 76.9万股 | -8.1万股-10.51% | 减仓 |
 FERGUSON ENTERPRISESFERG |
| 2.31% | 2.67% | $1.87亿 | 78.7万股 | $1.91亿 | 81.7万股 | -3.0万股-3.69% | 减仓 |
 VAIL RESORTSMTN |
| 2.2% | 2.11% | $1.78亿 | 130.5万股 | $1.51亿 | 117.6万股 | +12.9万股+10.93% | 加仓 |
| AAMRIZE SHSAMRZ |
| 2.09% | 2.47% | $1.69亿 | 317.7万股 | $1.76亿 | 314.6万股 | +3.1万股+0.98% | 加仓 |
| BBAXTER INTLBAX |
| 2.01% | 1.58% | $1.62亿 | 761.8万股 | $1.13亿 | 670.1万股 | +91.7万股+13.69% | 加仓 |
| CCARMAXKMX |
| 1.97% | 1.74% | $1.59亿 | 300.9万股 | $1.24亿 | 298.2万股 | +2.7万股+0.90% | 加仓 |
 LIBERTY BROADBAND CORP COM SER CLBRDK |
| 1.91% | 3.27% | $1.54亿 | 464.2万股 | $2.34亿 | 464.3万股 | -857股-0.02% | 减仓 |
 JEFFERIES FINANCIAL INJEF |
| 1.67% | 1.5% | $1.35亿 | 270.4万股 | $1.07亿 | 258.7万股 | +11.8万股+4.55% | 加仓 |
| T赛默飞世尔TMO |
| 1.54% | 1.53% | $1.24亿 | 24.8万股 | $1.09亿 | 22.2万股 | +2.6万股+11.87% | 加仓 |
| NNOVNOV |
| 1.47% | 1.67% | $1.19亿 | 639.2万股 | $1.19亿 | 632.1万股 | +7.2万股+1.13% | 加仓 |
| B伯乐生命医学BIO |
| 1.46% | 1.59% | $1.18亿 | 40.2万股 | $1.14亿 | 40.7万股 | -5,497股-1.35% | 减仓 |
| EECHOSTARECHO |
| 1.41% | 1.83% | $1.14亿 | 3,657.1万股 | $1.31亿 | 3,657.1万股 | 00.00% | 持仓不变 |
 DANAHER DEL COMDHR |
| 1.33% | — | $1.08亿 | 56.5万股 | $0 | 0股 | +56.5万股 | 新买入 |
 ICON PUB LTD COICLR |
| 1.3% | 1.54% | $1.05亿 | 60.7万股 | $1.10亿 | 99.1万股 | -38.5万股-38.80% | 减仓 |
 DOUGLAS EMMETTDEI |
| 1.28% | 1.14% | $1.03亿 | 874.4万股 | $8,136.0万 | 863.7万股 | +10.7万股+1.24% | 加仓 |
 沃特世WAT |
| 1.24% | 1.12% | $1.01亿 | 26.8万股 | $7,965.3万 | 26.7万股 | +692股+0.26% | 加仓 |
 PAYPAL COMPYPL |
| 1.14% | 0.88% | $9,231.2万 | 213.8万股 | $6,293.3万 | 139.1万股 | +74.6万股+53.65% | 加仓 |
 LPL金融LPLA |
| 1.12% | 1.35% | $9,048.8万 | 32.1万股 | $9,645.3万 | 32.1万股 | +620股+0.19% | 加仓 |
 财捷INTU |
| 1.07% | — | $8,664.3万 | 33.2万股 | $0 | 0股 | +33.2万股 | 新买入 |
 SAP SPON ADRSAP |
| 1.06% | — | $8,559.7万 | 55.5万股 | $0 | 0股 | +55.5万股 | 新买入 |
| AAVANTORAVTR |
| 1% | 0.89% | $8,108.8万 | 819.1万股 | $6,341.8万 | 808.9万股 | +10.2万股+1.26% | 加仓 |
 CNH INDLCNH |
| 0.99% | 0.74% | $8,027.9万 | 714.9万股 | $5,290.2万 | 480.9万股 | +233.9万股+48.64% | 加仓 |
 优步UBER |
| 0.87% | 0.98% | $7,046.7万 | 97.7万股 | $6,975.9万 | 97.0万股 | +6,727股+0.69% | 加仓 |
 VORNADO RLTY TRVNO |
| 0.82% | 0.61% | $6,617.2万 | 168.4万股 | $4,367.9万 | 168.1万股 | +3,160股+0.19% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.8% | 0.97% | $6,486.6万 | 78.5万股 | $6,947.8万 | 87.3万股 | -8.8万股-10.06% | 减仓 |
| GGE医疗GEHC |
| 0.65% | — | $5,296.1万 | 82.7万股 | $0 | 0股 | +82.7万股 | 新买入 |
| MMAGNUM ICE CREAM ORD SHSMICC |
| 0.64% | 0.47% | $5,173.8万 | 297.2万股 | $3,371.4万 | 225.5万股 | +71.7万股+31.78% | 加仓 |
 西屋制动WAB |
| 0.63% | 0.91% | $5,096.7万 | 18.9万股 | $6,516.0万 | 26.1万股 | -7.2万股-27.49% | 减仓 |
| NNCR VOYIXVYX |
| 0.55% | 0.48% | $4,422.4万 | 541.3万股 | $3,421.4万 | 540.5万股 | +7,930股+0.15% | 加仓 |
 博通AVGO |
| 0.29% | 0.27% | $2,386.1万 | 6.3万股 | $1,933.4万 | 6.2万股 | +702股+1.12% | 加仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.25% | 0.26% | $2,020.3万 | 12.1万股 | $1,885.3万 | 10.9万股 | +1.3万股+11.51% | 加仓 |
 太平洋煤电PCG |
| 0.24% | 0.29% | $1,972.5万 | 117.3万股 | $2,041.7万 | 116.2万股 | +1.1万股+0.92% | 加仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.24% | 0.1% | $1,969.8万 | 26.0万股 | $682.1万 | 9.0万股 | +17.0万股+188.69% | 加仓 |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 0.12% | 0.15% | $954.8万 | 9.4万股 | $1,101.2万 | 9.4万股 | 00.00% | 持仓不变 |
 RUSH ENTERPRISESRUSHA |
| 0.12% | 0.12% | $942.2万 | 12.9万股 | $853.4万 | 12.9万股 | 00.00% | 持仓不变 |
| SSTAGWELLSTGW |
| 0.11% | 0.11% | $885.6万 | 119.2万股 | $749.7万 | 119.2万股 | 00.00% | 持仓不变 |
 万豪MAR |
| 0.08% | 1.07% | $683.6万 | 1.8万股 | $7,612.7万 | 23.3万股 | -21.4万股-92.08% | 减仓 |
