 GE航空GE |
| 1.5% | 0.63% | $7,983.0万 | 21.4万股 | $1,679.2万 | 5.9万股 | +15.4万股+260.97% | 加仓 |
 VisaV |
| 1.44% | 2.26% | $7,653.5万 | 22.3万股 | $6,041.8万 | 20.0万股 | +2.3万股+11.59% | 加仓 |
 优步UBER |
| 1.42% | 1.81% | $7,572.0万 | 104.9万股 | $4,841.3万 | 67.3万股 | +37.6万股+55.91% | 加仓 |
 ADPADP |
| 1.37% | 2.13% | $7,263.4万 | 32.4万股 | $5,674.5万 | 27.9万股 | +4.5万股+16.13% | 加仓 |
 WASTE MGMT DELWM |
| 1.36% | 1.11% | $7,218.3万 | 32.4万股 | $2,970.5万 | 12.9万股 | +19.5万股+150.53% | 加仓 |
| Q高通QCOM |
| 1.35% | 0.3% | $7,156.6万 | 38.7万股 | $812.3万 | 6.3万股 | +32.4万股+513.97% | 加仓 |
 CHUBB LIMITEDCB |
| 1.32% | 1.28% | $7,008.1万 | 20.6万股 | $3,406.9万 | 10.5万股 | +10.1万股+96.76% | 加仓 |
 贝莱德·INC COMBLK |
| 1.3% | — | $6,910.1万 | 7.2万股 | $0 | 0股 | +7.2万股 | 新买入 |
 微软MSFT |
| 1.28% | 2.3% | $6,831.2万 | 18.3万股 | $6,124.4万 | 16.5万股 | +1.8万股+10.69% | 加仓 |
 TransDigmTDG |
| 1.27% | 1.91% | $6,768.4万 | 5.1万股 | $5,082.4万 | 4.4万股 | +6,959股+15.87% | 加仓 |
 万事达MA |
| 1.27% | — | $6,759.3万 | 13.2万股 | $0 | 0股 | +13.2万股 | 新买入 |
 Arm控股ARM |
| 1.25% | 0.93% | $6,671.3万 | 18.8万股 | $2,492.4万 | 16.5万股 | +2.3万股+14.20% | 加仓 |
 联邦快递FDX |
| 1.21% | 0.19% | $6,426.4万 | 20.5万股 | $518.9万 | 1.5万股 | +19.1万股+1,308.77% | 加仓 |
 特灵科技TT |
| 1.21% | 1.25% | $6,422.6万 | 13.1万股 | $3,343.6万 | 8.0万股 | +5.1万股+62.98% | 加仓 |
 穆迪MCO |
| 1.14% | 2.12% | $6,036.6万 | 13.3万股 | $5,654.1万 | 13.0万股 | +3,676股+2.84% | 加仓 |
 欧特克ADSK |
| 1.1% | 1.32% | $5,869.5万 | 30.2万股 | $3,512.9万 | 14.7万股 | +15.5万股+105.74% | 加仓 |
 PAYPAL COMPYPL |
| 1.06% | 0.93% | $5,631.4万 | 130.4万股 | $2,486.4万 | 55.0万股 | +75.4万股+137.24% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 1.05% | — | $5,582.8万 | 21.9万股 | $0 | 0股 | +21.9万股 | 新买入 |
 Truist金融TFC |
| 0.99% | 1.98% | $5,283.6万 | 106.1万股 | $5,278.0万 | 114.8万股 | -8.8万股-7.63% | 减仓 |
 伊顿ETN |
| 0.96% | 0.14% | $5,097.4万 | 12.0万股 | $386.7万 | 1.1万股 | +10.9万股+1,006.39% | 加仓 |
 BANK MONTREAL MEDIUM COMBMO |
| 0.96% | 0.45% | $5,083.7万 | 28.8万股 | $1,205.9万 | 8.9万股 | +19.9万股+222.90% | 加仓 |
 DatadogDDOG |
| 0.91% | 0.32% | $4,858.4万 | 18.7万股 | $851.5万 | 7.2万股 | +11.4万股+158.70% | 加仓 |
 WorkdayWDAY |
| 0.89% | — | $4,711.5万 | 38.5万股 | $0 | 0股 | +38.5万股 | 新买入 |
 慧与HPEHPE |
| 0.88% | — | $4,685.9万 | 103.9万股 | $0 | 0股 | +103.9万股 | 新买入 |
 摩根大通JPM |
| 0.85% | 0.05% | $4,539.5万 | 13.9万股 | $144.7万 | 4,920股 | +13.4万股+2,718.78% | 加仓 |
| CCANADIAN NAT RESCNQ |
| 0.83% | 0.85% | $4,406.6万 | 111.6万股 | $2,278.6万 | 46.8万股 | +64.8万股+138.58% | 加仓 |
 芝加哥商品交易所CME |
| 0.82% | 2.09% | $4,381.4万 | 19.8万股 | $5,587.7万 | 18.9万股 | +9,218股+4.87% | 加仓 |
 METLIFE COMMET |
| 0.82% | 1.37% | $4,360.9万 | 51.5万股 | $3,645.0万 | 51.5万股 | 00.00% | 持仓不变 |
| FFASTENAL COMFAST |
| 0.79% | 1.91% | $4,178.7万 | 87.0万股 | $5,090.1万 | 109.7万股 | -22.7万股-20.69% | 减仓 |
 KeyCorpKEY |
| 0.79% | 1.17% | $4,174.3万 | 181.1万股 | $3,121.3万 | 155.7万股 | +25.4万股+16.33% | 加仓 |
 REGIONS FINANCIAL NEW COMRF |
| 0.78% | — | $4,155.4万 | 137.6万股 | $0 | 0股 | +137.6万股 | 新买入 |
 哈特福德·INSURANCEHIG |
| 0.77% | — | $4,101.2万 | 30.9万股 | $0 | 0股 | +30.9万股 | 新买入 |
 iShares安硕·MBSACGL |
| 0.75% | 0.28% | $3,976.4万 | 41.0万股 | $753.6万 | 7.9万股 | +33.1万股+421.83% | 加仓 |
 西屋制动WAB |
| 0.73% | 0.76% | $3,904.3万 | 14.5万股 | $2,018.6万 | 8.1万股 | +6.4万股+79.29% | 加仓 |
 雷蒙德詹姆斯RJF |
| 0.71% | 0.35% | $3,748.6万 | 24.7万股 | $943.8万 | 6.5万股 | +18.1万股+278.26% | 加仓 |
 黑石集团BX |
| 0.7% | 0.26% | $3,698.6万 | 31.4万股 | $706.6万 | 6.1万股 | +25.3万股+411.50% | 加仓 |
 达美航空DAL |
| 0.68% | — | $3,617.2万 | 38.6万股 | $0 | 0股 | +38.6万股 | 新买入 |
 CANADIAN IMPERIAL BANK OFCM |
| 0.67% | 1.85% | $3,580.0万 | 31.1万股 | $4,946.0万 | 52.2万股 | -21.1万股-40.36% | 减仓 |
 帕卡PCAR |
| 0.67% | 1.61% | $3,562.5万 | 29.7万股 | $4,284.1万 | 37.1万股 | -7.4万股-20.04% | 减仓 |
 麦当劳MCD |
| 0.65% | — | $3,463.0万 | 12.8万股 | $0 | 0股 | +12.8万股 | 新买入 |
 BlockXYZ |
| 0.63% | 1% | $3,363.5万 | 44.3万股 | $2,663.3万 | 44.3万股 | 00.00% | 持仓不变 |
 ROYAL BK CDA COMRY |
| 0.62% | 0.8% | $3,276.3万 | 15.8万股 | $2,120.9万 | 13.1万股 | +2.7万股+20.75% | 加仓 |
 摩根士丹利MS |
| 0.61% | — | $3,251.5万 | 15.6万股 | $0 | 0股 | +15.6万股 | 新买入 |
 惠普HPQ |
| 0.6% | — | $3,175.0万 | 144.7万股 | $0 | 0股 | +144.7万股 | 新买入 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.59% | — | $3,134.6万 | 7.3万股 | $0 | 0股 | +7.3万股 | 新买入 |
 雷诺士LII |
| 0.54% | 0.87% | $2,848.1万 | 5.0万股 | $2,329.6万 | 5.0万股 | -482股-0.96% | 减仓 |
| DDYNATRACEDT |
| 0.53% | 0.62% | $2,795.2万 | 63.7万股 | $1,662.9万 | 45.0万股 | +18.7万股+41.57% | 加仓 |
 FIRST SOLAR COMFSLR |
| 0.52% | — | $2,759.1万 | 11.7万股 | $0 | 0股 | +11.7万股 | 新买入 |
 CrowdStrikeCRWD |
| 0.52% | — | $2,738.5万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
 VertivVRT |
| 0.51% | — | $2,724.5万 | 8.1万股 | $0 | 0股 | +8.1万股 | 新买入 |
