 伍德沃德WWD |
| 3.84% | 2.92% | $1.20亿 | 28.3万股 | $9,127.4万 | 25.5万股 | +2.8万股+10.98% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 2.93% | 2.17% | $9,169.1万 | 24.4万股 | $6,788.4万 | 24.4万股 | 00.00% | 持仓不变 |
 HEICOHEI |
| 2.86% | 2.83% | $8,965.2万 | 25.2万股 | $8,848.4万 | 32.3万股 | -7.1万股-22.00% | 减仓 |
| RRBC BEARINGSRBC |
| 2.8% | 1.96% | $8,778.5万 | 13.6万股 | $6,115.5万 | 11.3万股 | +2.4万股+21.05% | 加仓 |
 TELEDYNE TECHNOLOGIESTDY |
| 2.68% | 2.4% | $8,396.3万 | 12.6万股 | $7,496.1万 | 12.4万股 | +2,000股+1.61% | 加仓 |
| CCACI国际CACI |
| 2.61% | 3.07% | $8,162.6万 | 17.6万股 | $9,583.2万 | 17.6万股 | -3股-0.00% | 减仓 |
 AMD超威AMD |
| 2.48% | 1.13% | $7,756.0万 | 13.4万股 | $3,539.9万 | 17.4万股 | -4.0万股-23.27% | 减仓 |
 CASEYS GEN STORESCASY |
| 2.33% | 3.05% | $7,300.1万 | 9.2万股 | $9,538.5万 | 13.1万股 | -3.9万股-29.91% | 减仓 |
 雷诺士LII |
| 2.29% | 2.01% | $7,179.1万 | 12.5万股 | $6,279.7万 | 13.5万股 | -1.0万股-7.39% | 减仓 |
 W.R.伯克利WRB |
| 2.04% | 2.61% | $6,393.3万 | 90.6万股 | $8,155.5万 | 123.0万股 | -32.4万股-26.33% | 减仓 |
 美光科技MU |
| 1.97% | 0.68% | $6,176.1万 | 5.4万股 | $2,128.8万 | 6.3万股 | -9,505股-15.08% | 减仓 |
 CINTAS COMCTAS |
| 1.91% | 1.9% | $5,980.6万 | 35.2万股 | $5,947.6万 | 35.2万股 | 00.00% | 持仓不变 |
 WASTE CONNECTIONSWCN |
| 1.82% | 3.07% | $5,708.5万 | 34.2万股 | $9,595.5万 | 59.1万股 | -24.8万股-42.03% | 减仓 |
 汽车地带AZO |
| 1.77% | 1.75% | $5,529.0万 | 1.7万股 | $5,472.0万 | 1.6万股 | +1,100股+6.79% | 加仓 |
| CCOMFORT SYS USAFIX |
| 1.75% | 1.64% | $5,471.0万 | 2.8万股 | $5,117.2万 | 3.7万股 | -9,504股-25.61% | 减仓 |
 Watts水技术WTS |
| 1.73% | 1.2% | $5,432.0万 | 13.9万股 | $3,740.9万 | 12.9万股 | +9,900股+7.68% | 加仓 |
 摩托罗拉解决方案MSI |
| 1.7% | 1.95% | $5,332.3万 | 12.8万股 | $6,079.9万 | 14.0万股 | -1.2万股-8.35% | 减仓 |
 REPUBLIC SVCSRSG |
| 1.69% | 1.81% | $5,299.4万 | 24.9万股 | $5,663.9万 | 25.9万股 | -9,898股-3.83% | 减仓 |
 英伟达NVDA |
| 1.57% | 1.43% | $4,925.7万 | 24.6万股 | $4,467.6万 | 25.6万股 | -9,997股-3.90% | 减仓 |
 ITTITT |
| 1.57% | 0.83% | $4,924.2万 | 24.9万股 | $2,591.2万 | 13.6万股 | +11.3万股+83.09% | 加仓 |
| TTyler科技TYL |
| 1.49% | 2.26% | $4,681.8万 | 16.0万股 | $7,055.8万 | 20.6万股 | -4.6万股-22.32% | 减仓 |
 APPLIED INDL TECHNOLOGIES INAIT |
| 1.45% | 1.13% | $4,556.2万 | 13.5万股 | $3,521.9万 | 13.3万股 | +2,000股+1.51% | 加仓 |
 MONOLITHIC PWR SYSMPWR |
| 1.44% | 2.05% | $4,517.1万 | 3.3万股 | $6,415.5万 | 5.9万股 | -2.6万股-44.31% | 减仓 |
 谷歌AGOOGL |
| 1.4% | 1.2% | $4,395.7万 | 12.3万股 | $3,738.3万 | 13.0万股 | -7,000股-5.38% | 减仓 |
 ServiceNowNOW |
| 1.29% | 1.36% | $4,033.9万 | 40.6万股 | $4,248.1万 | 40.6万股 | 00.00% | 持仓不变 |
| EENSIGNENSG |
| 1.25% | 1.21% | $3,900.1万 | 24.3万股 | $3,784.2万 | 18.8万股 | +5.6万股+29.55% | 加仓 |
 FEDERAL SIGNALFSS |
| 1.2% | 0.91% | $3,756.2万 | 29.2万股 | $2,831.5万 | 26.2万股 | +3.1万股+11.65% | 加仓 |
 Meta平台META |
| 1.16% | 1.2% | $3,633.5万 | 6.5万股 | $3,747.7万 | 6.6万股 | -1,000股-1.53% | 减仓 |
| SSPX TECHNOLOGIESSPXC |
| 1.14% | 0.93% | $3,577.0万 | 14.6万股 | $2,917.1万 | 14.6万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 1.09% | 0.94% | $3,402.3万 | 9.0万股 | $2,942.4万 | 9.5万股 | -5,000股-5.26% | 减仓 |
 亚马逊AMZN |
| 1.03% | 0.95% | $3,241.8万 | 13.6万股 | $2,957.4万 | 14.2万股 | -5,985股-4.21% | 减仓 |
 明晟MSCI |
| 0.99% | 2.74% | $3,115.7万 | 5.6万股 | $8,569.4万 | 15.9万股 | -10.3万股-65.01% | 减仓 |
 BROWN & BROWN COMBRO |
| 0.91% | 0.93% | $2,854.0万 | 44.5万股 | $2,901.2万 | 44.5万股 | 00.00% | 持仓不变 |
 MADRIGAL PHARMACEUTICALSMDGL |
| 0.89% | 0.82% | $2,792.1万 | 5.2万股 | $2,565.0万 | 4.9万股 | +3,000股+6.12% | 加仓 |
| AAPPLOVINAPP |
| 0.89% | 0.69% | $2,782.4万 | 5.4万股 | $2,149.3万 | 5.4万股 | 00.00% | 持仓不变 |
 RUSH ENTERPRISESRUSHA |
| 0.89% | 0.79% | $2,778.7万 | 38.1万股 | $2,464.0万 | 37.3万股 | +8,000股+2.15% | 加仓 |
 PRIMERICAPRI |
| 0.86% | 0.62% | $2,698.6万 | 9.5万股 | $1,935.1万 | 7.7万股 | +1.8万股+22.91% | 加仓 |
| AAAONAAON |
| 0.84% | 0.55% | $2,645.0万 | 20.9万股 | $1,725.3万 | 20.9万股 | 00.00% | 持仓不变 |
 MURPHY USAMUSA |
| 0.83% | — | $2,608.4万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
 ExelixisEXEL |
| 0.83% | 0.68% | $2,590.2万 | 47.6万股 | $2,110.4万 | 49.2万股 | -1.6万股-3.25% | 减仓 |
| FFABRINETFN |
| 0.8% | 0.75% | $2,512.5万 | 4.5万股 | $2,331.2万 | 4.5万股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.79% | 0.92% | $2,479.0万 | 2.7万股 | $2,859.8万 | 2.9万股 | -2,200股-7.67% | 减仓 |
 GATXGATX |
| 0.78% | 0.75% | $2,458.5万 | 13.9万股 | $2,341.7万 | 13.7万股 | +1,600股+1.17% | 加仓 |
 特灵科技TT |
| 0.75% | 0.64% | $2,357.6万 | 4.8万股 | $2,000.4万 | 4.8万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.74% | 0.67% | $2,331.4万 | 6.3万股 | $2,092.1万 | 5.7万股 | +5,982股+10.58% | 加仓 |
 特斯拉TSLA |
| 0.73% | 0.6% | $2,292.3万 | 5.5万股 | $1,877.3万 | 5.1万股 | +4,000股+7.92% | 加仓 |
 CrowdStrikeCRWD |
| 0.73% | 0.4% | $2,274.2万 | 3.0万股 | $1,257.1万 | 3.2万股 | -2,400股-7.45% | 减仓 |
 TransDigmTDG |
| 0.72% | 0.9% | $2,245.4万 | 1.7万股 | $2,811.3万 | 2.4万股 | -7,400股-30.51% | 减仓 |
 RobinhoodHOOD |
| 0.7% | 0.47% | $2,206.2万 | 22.0万股 | $1,476.1万 | 21.3万股 | +7,000股+3.29% | 加仓 |
 柯蒂斯怀特CW |
| 0.68% | — | $2,138.1万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
