 GE VernovaGEV |
| 3.32% | 3.03% | $6,483.0万 | 5.5万股 | $4,930.2万 | 5.6万股 | -1,300股-2.30% | 减仓 |
 苹果AAPL |
| 3.23% | 3.42% | $6,308.3万 | 21.8万股 | $5,559.2万 | 21.9万股 | -1,040股-0.47% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.96% | 2.88% | $5,770.7万 | 16.3万股 | $4,681.0万 | 16.3万股 | +145股+0.09% | 加仓 |
 微软MSFT |
| 2.6% | 3.18% | $5,082.3万 | 13.6万股 | $5,175.3万 | 14.0万股 | -3,562股-2.55% | 减仓 |
 GE航空GE |
| 2.4% | 2.2% | $4,686.1万 | 12.5万股 | $3,584.2万 | 12.6万股 | -921股-0.73% | 减仓 |
 英伟达NVDA |
| 2.37% | 2.5% | $4,626.7万 | 23.1万股 | $4,062.7万 | 23.3万股 | -1,722股-0.74% | 减仓 |
 亚马逊AMZN |
| 2.15% | 2.28% | $4,205.4万 | 17.6万股 | $3,710.0万 | 17.8万股 | -1,691股-0.95% | 减仓 |
 伊顿ETN |
| 1.88% | 1.9% | $3,661.4万 | 8.6万股 | $3,083.1万 | 8.6万股 | -274股-0.32% | 减仓 |
 罗克韦尔自动化ROK |
| 1.7% | 1.49% | $3,322.8万 | 6.7万股 | $2,420.7万 | 6.7万股 | -335股-0.50% | 减仓 |
 礼来LLY |
| 1.66% | 1.53% | $3,238.1万 | 2.7万股 | $2,496.2万 | 2.7万股 | -142股-0.52% | 减仓 |
 NOVANTANOVT |
| 1.34% | 0.83% | $2,624.3万 | 16.2万股 | $1,349.2万 | 11.4万股 | +4.8万股+41.60% | 加仓 |
 哈勃HUBB |
| 1.3% | 1.46% | $2,531.6万 | 4.8万股 | $2,374.9万 | 4.8万股 | -7股-0.01% | 减仓 |
 WINTRUST FINLWTFC |
| 1.26% | 1.31% | $2,464.2万 | 15.3万股 | $2,132.1万 | 15.3万股 | -131股-0.09% | 减仓 |
 VisaV |
| 1.25% | 1.34% | $2,441.5万 | 7.1万股 | $2,175.0万 | 7.2万股 | -800股-1.11% | 减仓 |
 迪尔DE |
| 1.2% | 1.29% | $2,347.0万 | 3.7万股 | $2,104.7万 | 3.7万股 | -363股-0.97% | 减仓 |
| DDIGITALOCEANDOCN |
| 1.2% | 0.89% | $2,333.2万 | 14.9万股 | $1,443.8万 | 16.8万股 | -2.0万股-11.72% | 减仓 |
| RREGAL REXNORD COMRRX |
| 1.12% | 0.88% | $2,190.8万 | 9.2万股 | $1,433.3万 | 7.7万股 | +1.5万股+20.17% | 加仓 |
 摩根大通JPM |
| 1.09% | 1.18% | $2,127.2万 | 6.5万股 | $1,912.5万 | 6.5万股 | -30股-0.05% | 减仓 |
| CCALLAWAY GOLFCALY |
| 1.07% | 0.64% | $2,083.9万 | 110.9万股 | $1,041.8万 | 75.1万股 | +35.8万股+47.76% | 加仓 |
 AXSOME THERAPEUTICSAXSM |
| 1% | 0.83% | $1,961.2万 | 8.0万股 | $1,357.2万 | 8.0万股 | -175股-0.22% | 减仓 |
 OLD DOMINION FREIGHT LINE INODFL |
| 1% | 1.08% | $1,959.5万 | 9.0万股 | $1,760.4万 | 9.0万股 | +376股+0.42% | 加仓 |
| OONTO INNOVATIONONTO |
| 0.94% | 0.86% | $1,831.1万 | 4.8万股 | $1,403.4万 | 6.8万股 | -2.0万股-29.30% | 减仓 |
 标普全球SPGI |
| 0.94% | 1.18% | $1,826.9万 | 4.5万股 | $1,921.9万 | 4.5万股 | -326股-0.72% | 减仓 |
 LIGAND PHARMACEUTICALSLGND |
| 0.88% | 0.66% | $1,710.9万 | 5.4万股 | $1,081.2万 | 5.4万股 | -27股-0.05% | 减仓 |
 CrowdStrikeCRWD |
| 0.87% | 0.54% | $1,689.1万 | 2.2万股 | $878.7万 | 2.3万股 | -374股-1.66% | 减仓 |
 好市多COST |
| 0.86% | 1.12% | $1,684.5万 | 1.8万股 | $1,826.2万 | 1.8万股 | -320股-1.75% | 减仓 |
| HHERCHRI |
| 0.84% | 0.14% | $1,633.9万 | 11.4万股 | $233.1万 | 2.3万股 | +9.1万股+386.78% | 加仓 |
| AADAPTIVE BIOTECHNOLOGIES CORADPT |
| 0.83% | 0.43% | $1,624.2万 | 75.7万股 | $694.1万 | 50.0万股 | +25.7万股+51.42% | 加仓 |
 DUCOMMUN DELDCO |
| 0.82% | 0.01% | $1,605.8万 | 8.7万股 | $21.6万 | 1,772股 | +8.5万股+4,792.95% | 加仓 |
 CASELLA WASTE SYSCWST |
| 0.81% | 0.8% | $1,583.0万 | 16.3万股 | $1,297.9万 | 16.4万股 | -338股-0.21% | 减仓 |
 达美航空DAL |
| 0.81% | 0.4% | $1,579.8万 | 16.9万股 | $652.8万 | 9.8万股 | +7.0万股+71.78% | 加仓 |
 帕卡PCAR |
| 0.81% | 0.92% | $1,571.9万 | 13.1万股 | $1,497.5万 | 13.0万股 | +1,206股+0.93% | 加仓 |
 Meta平台META |
| 0.8% | 0.99% | $1,569.7万 | 2.8万股 | $1,613.2万 | 2.8万股 | -330股-1.17% | 减仓 |
| PPOWER INTEGRATIONSPOWI |
| 0.8% | 1.02% | $1,561.5万 | 18.6万股 | $1,663.6万 | 32.5万股 | -13.9万股-42.63% | 减仓 |
| AALLEGRO MICROSYSTEMS COMALGM |
| 0.77% | — | $1,501.6万 | 21.6万股 | $0 | 0股 | +21.6万股 | 新买入 |
| CCORCEPT THERAPEUTICSCORT |
| 0.77% | — | $1,497.5万 | 17.2万股 | $0 | 0股 | +17.2万股 | 新买入 |
| EEVERUS CONSTRECG |
| 0.76% | 0.64% | $1,489.7万 | 9.0万股 | $1,042.7万 | 8.8万股 | +1,448股+1.64% | 加仓 |
| VVERACYTEVCYT |
| 0.76% | 0.59% | $1,485.4万 | 25.3万股 | $961.8万 | 29.9万股 | -4.6万股-15.29% | 减仓 |
 史赛克SYK |
| 0.75% | 0.96% | $1,473.5万 | 4.7万股 | $1,553.8万 | 4.7万股 | -487股-1.03% | 减仓 |
 FIRSTCASHFCFS |
| 0.75% | 0.78% | $1,462.6万 | 6.8万股 | $1,272.8万 | 6.8万股 | -90股-0.13% | 减仓 |
 Guardant HealthGH |
| 0.74% | 0.54% | $1,436.7万 | 9.6万股 | $884.2万 | 9.6万股 | +34股+0.04% | 加仓 |
 波音BA |
| 0.71% | 0.75% | $1,392.8万 | 6.4万股 | $1,215.0万 | 6.1万股 | +3,294股+5.40% | 加仓 |
| SSAIASAIA |
| 0.7% | 0.59% | $1,358.2万 | 3.2万股 | $951.6万 | 2.7万股 | +5,159股+19.04% | 加仓 |
| BBADGER METERBMI |
| 0.7% | 0.57% | $1,357.5万 | 9.1万股 | $930.3万 | 6.1万股 | +3.0万股+49.83% | 加仓 |
| HHAYWARDHAYW |
| 0.69% | 0.64% | $1,342.1万 | 77.5万股 | $1,033.4万 | 77.2万股 | +2,953股+0.38% | 加仓 |
| OOceaneering Intl Inc ComOII |
| 0.68% | 0.71% | $1,330.7万 | 32.8万股 | $1,160.1万 | 32.7万股 | +1,361股+0.42% | 加仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 0.67% | 0.65% | $1,313.5万 | 3.8万股 | $1,051.7万 | 3.7万股 | +276股+0.74% | 加仓 |
| VVSEVSEC |
| 0.67% | 0.65% | $1,307.0万 | 5.7万股 | $1,057.4万 | 5.7万股 | -143股-0.25% | 减仓 |
| VVEECO INSTRS DELVECO |
| 0.67% | — | $1,302.3万 | 17.2万股 | $0 | 0股 | +17.2万股 | 新买入 |
 TIMKENTKR |
| 0.67% | — | $1,300.0万 | 8.9万股 | $0 | 0股 | +8.9万股 | 新买入 |
