 应用材料AMAT |
| 7.46% | 5.64% | $5,624.9万 | 7.8万股 | $3,376.9万 | 9.9万股 | -2.1万股-21.26% | 减仓 |
 VertivVRT |
| 7.09% | 7.99% | $5,346.9万 | 16.0万股 | $4,778.6万 | 19.1万股 | -3.1万股-16.26% | 减仓 |
 迈威尔MRVL |
| 6.56% | 3.03% | $4,945.0万 | 16.6万股 | $1,812.6万 | 18.3万股 | -1.7万股-9.29% | 减仓 |
| RREGAL REXNORD COMRRX |
| 4.22% | 4.18% | $3,182.2万 | 13.4万股 | $2,501.8万 | 13.4万股 | 00.00% | 持仓不变 |
 VESTISVSTS |
| 3.93% | 2.55% | $2,963.7万 | 204.1万股 | $1,525.7万 | 194.1万股 | +10.0万股+5.15% | 加仓 |
 Elevance健康ELV |
| 3.73% | 2.86% | $2,816.1万 | 7.3万股 | $1,713.1万 | 5.9万股 | +1.4万股+24.44% | 加仓 |
 Bloom EnergyBE |
| 3.6% | 2.65% | $2,718.2万 | 9.0万股 | $1,585.2万 | 11.7万股 | -2.7万股-23.25% | 减仓 |
 CorpayCPAY |
| 3.53% | 3.88% | $2,659.2万 | 8.0万股 | $2,321.8万 | 8.0万股 | 00.00% | 持仓不变 |
 CENTENE DEL COMCNC |
| 3.49% | 1.78% | $2,630.0万 | 41.0万股 | $1,063.1万 | 32.5万股 | +8.5万股+26.18% | 加仓 |
 ExpediaEXPE |
| 3.45% | 3.92% | $2,600.5万 | 10.2万股 | $2,346.5万 | 10.2万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 3.26% | 3.31% | $2,458.7万 | 6.9万股 | $1,978.4万 | 6.9万股 | 00.00% | 持仓不变 |
 ICON PUB LTD COICLR |
| 3.23% | 1.85% | $2,434.7万 | 14.0万股 | $1,106.6万 | 10.0万股 | +4.0万股+40.16% | 加仓 |
 Meta平台META |
| 3.13% | 4.01% | $2,360.2万 | 4.2万股 | $2,397.2万 | 4.2万股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 3.1% | 3.93% | $2,341.9万 | 16.0万股 | $2,350.8万 | 16.0万股 | 00.00% | 持仓不变 |
 CORTEVA COMCTVA |
| 2.94% | 3.66% | $2,216.3万 | 26.2万股 | $2,190.7万 | 26.2万股 | 00.00% | 持仓不变 |
 MCKESSON COMMCK |
| 2.88% | 4.17% | $2,176.1万 | 2.9万股 | $2,492.2万 | 2.9万股 | 00.00% | 持仓不变 |
 阿斯麦ASML |
| 2.64% | 2.21% | $1,989.4万 | 1.0万股 | $1,320.8万 | 1.0万股 | 00.00% | 持仓不变 |
| RRENTOKIL INITIALRTO |
| 2.53% | 3.28% | $1,909.2万 | 66.7万股 | $1,962.2万 | 62.3万股 | +4.4万股+7.06% | 加仓 |
| BBANK OF AMERBAC |
| 2.43% | 2.62% | $1,832.7万 | 32.2万股 | $1,568.0万 | 32.2万股 | 00.00% | 持仓不变 |
 IQVIAIQV |
| 2.24% | 1.92% | $1,688.7万 | 8.7万股 | $1,149.4万 | 6.7万股 | +2.0万股+29.67% | 加仓 |
 美国运通AXP |
| 2.19% | 2.47% | $1,651.7万 | 4.9万股 | $1,477.0万 | 4.9万股 | 00.00% | 持仓不变 |
 WESTERN ALLIANCE BANCORPWAL |
| 2.09% | 2.27% | $1,578.2万 | 19.2万股 | $1,360.3万 | 19.2万股 | 00.00% | 持仓不变 |
 VONTIER COMVNT |
| 2.06% | 3.18% | $1,554.4万 | 53.6万股 | $1,901.2万 | 53.6万股 | 00.00% | 持仓不变 |
| RROBERT HALFRHI |
| 1.96% | 1.06% | $1,475.1万 | 48.0万股 | $636.3万 | 25.0万股 | +23.0万股+91.82% | 加仓 |
 POOLPOOL |
| 1.77% | — | $1,332.4万 | 6.2万股 | $0 | 0股 | +6.2万股 | 新买入 |
| CCOLUMBUS MCKINNON CORP N Y COMCMCO |
| 1.72% | 1.76% | $1,293.6万 | 85.5万股 | $1,053.4万 | 72.5万股 | +13.0万股+17.93% | 加仓 |
 PERIMETER SOLUTIONSPRM |
| 1.65% | 1.42% | $1,244.2万 | 34.9万股 | $852.3万 | 34.9万股 | 00.00% | 持仓不变 |
| EEQUIPMENTSHARE COMEQPT |
| 1.59% | — | $1,197.7万 | 60.9万股 | $0 | 0股 | +60.9万股 | 新买入 |
| EESABESAB |
| 1.48% | — | $1,117.5万 | 11.3万股 | $0 | 0股 | +11.3万股 | 新买入 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 1.42% | 2.07% | $1,070.2万 | 2.4万股 | $1,240.4万 | 2.4万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 1.17% | 1.2% | $881.9万 | 2.5万股 | $716.0万 | 2.5万股 | 00.00% | 持仓不变 |
 AECOMACM |
| 1.08% | 1.65% | $812.5万 | 11.6万股 | $987.3万 | 11.6万股 | 00.00% | 持仓不变 |
 AXALTA COATING SYSAXTA |
| 0.98% | 1% | $741.2万 | 21.7万股 | $600.0万 | 21.7万股 | 00.00% | 持仓不变 |
 穆迪MCO |
| 0.95% | 1.15% | $713.7万 | 1.6万股 | $687.4万 | 1.6万股 | 00.00% | 持仓不变 |
| SSTAGWELLSTGW |
| 0.94% | 1% | $706.1万 | 95.0万股 | $597.8万 | 95.0万股 | 00.00% | 持仓不变 |
| FFiservFISV |
| 0.82% | 1.17% | $615.9万 | 12.6万股 | $700.6万 | 12.6万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.73% | 0.91% | $548.2万 | 1.5万股 | $544.0万 | 1.5万股 | 00.00% | 持仓不变 |
