POSTPOST |
| 8.99% | 9% | $1.06亿 | 120.6万股 | $1.18亿 | 119.3万股 | +1.3万股+1.08% | 加仓 |
| CCLARIVATECLVT |
| 8.34% | 8.27% | $9,878.7万 | 4,573.5万股 | $1.08亿 | 4,284.7万股 | +288.8万股+6.74% | 加仓 |
AFFILIATED MANAGERSAMG |
| 6.54% | 6.62% | $7,738.6万 | 22.9万股 | $8,680.3万 | 31.4万股 | -8.5万股-27.10% | 减仓 |
| AAVANTORAVTR |
| 5.68% | 5.16% | $6,721.4万 | 678.9万股 | $6,765.4万 | 862.9万股 | -184.0万股-21.32% | 减仓 |
| CCcc Intelligent Solutions Holdings Inc Ordinary SharesCCC |
| 5.45% | 4.38% | $6,458.6万 | 1,251.7万股 | $5,746.0万 | 957.7万股 | +294.0万股+30.70% | 加仓 |
LKQLKQ |
| 3.6% | 3.45% | $4,258.3万 | 161.7万股 | $4,516.4万 | 153.8万股 | +8.0万股+5.17% | 加仓 |
| MMIDDLEBYMIDD |
| 3.54% | 2.93% | $4,194.5万 | 24.4万股 | $3,838.4万 | 29.0万股 | -4.6万股-15.77% | 减仓 |
ENVISTANVST |
| 3.28% | 2.29% | $3,884.1万 | 147.4万股 | $2,998.9万 | 118.2万股 | +29.2万股+24.70% | 加仓 |
Roper科技ROP |
| 3.22% | 2.55% | $3,808.9万 | 11.3万股 | $3,341.4万 | 9.4万股 | +1.8万股+19.20% | 加仓 |
WILEY JOHN & SONSWLY |
| 3.11% | 2.74% | $3,682.3万 | 75.9万股 | $3,591.1万 | 94.3万股 | -18.3万股-19.47% | 减仓 |
SCHEIN HENRYHSIC |
| 2.97% | 2.72% | $3,516.8万 | 42.1万股 | $3,568.4万 | 48.4万股 | -6.3万股-13.03% | 减仓 |
| LLAMB WESTONLW |
| 2.89% | 3.19% | $3,417.6万 | 79.1万股 | $4,186.7万 | 99.1万股 | -19.9万股-20.11% | 减仓 |
GFL ENVIRONMENTALGFL |
| 2.73% | 2.96% | $3,233.5万 | 87.9万股 | $3,879.4万 | 93.0万股 | -5.1万股-5.48% | 减仓 |
| WWAYSTARWAY |
| 2.71% | 1.75% | $3,203.1万 | 156.0万股 | $2,291.7万 | 95.1万股 | +61.0万股+64.14% | 加仓 |
| PPRIMO BRANDSPRMB |
| 2.3% | 1.89% | $2,726.3万 | 111.6万股 | $2,478.7万 | 131.6万股 | -20.1万股-15.26% | 减仓 |
RYAN SPECIALTYRYAN |
| 2.27% | 0.78% | $2,683.8万 | 71.1万股 | $1,018.7万 | 30.2万股 | +40.9万股+135.41% | 加仓 |
高德纳IT |
| 2.16% | 2.77% | $2,560.9万 | 19.8万股 | $3,635.4万 | 23.0万股 | -3.2万股-13.95% | 减仓 |
BROWN & BROWN COMBRO |
| 2.14% | 2.06% | $2,539.6万 | 39.6万股 | $2,705.3万 | 41.5万股 | -1.9万股-4.57% | 减仓 |
LPL金融LPLA |
| 1.82% | 2.21% | $2,154.8万 | 7.6万股 | $2,900.1万 | 9.6万股 | -2.0万股-20.65% | 减仓 |
IQVIAIQV |
| 1.71% | 1.7% | $2,027.6万 | 10.5万股 | $2,224.2万 | 13.0万股 | -2.5万股-19.54% | 减仓 |
US FOODSUSFD |
| 1.62% | 2.04% | $1,918.4万 | 18.8万股 | $2,670.2万 | 29.0万股 | -10.2万股-35.21% | 减仓 |
ENERGIZERENR |
| 1.54% | 1.75% | $1,818.5万 | 84.8万股 | $2,295.9万 | 139.8万股 | -55.0万股-39.34% | 减仓 |
AIRBNB COM CL AABNB |
| 1.47% | 1.44% | $1,740.9万 | 12.2万股 | $1,882.3万 | 14.9万股 | -2.7万股-18.39% | 减仓 |
LANDSTAR SYSLSTR |
| 1.44% | 1.31% | $1,706.4万 | 8.3万股 | $1,718.7万 | 10.7万股 | -2.5万股-23.04% | 减仓 |
| NNEOGENNEOG |
| 1.4% | 1.56% | $1,662.5万 | 184.9万股 | $2,048.2万 | 220.5万股 | -35.6万股-16.12% | 减仓 |
| BBECTON DICKINSON & COMBDX |
| 1.37% | 1.57% | $1,617.4万 | 10.7万股 | $2,061.4万 | 13.1万股 | -2.4万股-18.48% | 减仓 |
富达·NATL INFORMATION SVCS COMFIS |
| 1.29% | 1.42% | $1,526.7万 | 39.3万股 | $1,866.4万 | 39.8万股 | -5,212股-1.31% | 减仓 |
FORTIVE COMFTV |
| 1.27% | 1.47% | $1,503.9万 | 24.6万股 | $1,922.3万 | 34.8万股 | -10.2万股-29.20% | 减仓 |
| RRALLIANT CORP COMRAL |
| 1.22% | 1.22% | $1,444.1万 | 19.6万股 | $1,600.2万 | 38.5万股 | -18.9万股-49.02% | 减仓 |
| TTyler科技TYL |
| 0.95% | — | $1,124.7万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
| CC H ROBINSON WORLDWIDE INCHRW |
| 0.94% | 1.46% | $1,109.5万 | 5.9万股 | $1,918.7万 | 11.6万股 | -5.7万股-49.01% | 减仓 |
嘉信理财SCHW |
| 0.83% | 0.88% | $983.9万 | 10.7万股 | $1,149.9万 | 12.2万股 | -1.6万股-12.85% | 减仓 |
International Flavors & Fragrances INC Fragrans CORP COMMONIFF |
| 0.75% | 0.88% | $885.8万 | 11.2万股 | $1,151.2万 | 15.9万股 | -4.7万股-29.53% | 减仓 |
VeevaVEEV |
| 0.66% | — | $779.4万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
| NNIQ GLOBAL INTELLIGENCENIQ |
| 0.57% | — | $680.6万 | 72.8万股 | $0 | 0股 | +72.8万股 | 新买入 |
第一资本COF |
| 0.42% | 0.53% | $492.7万 | 2.5万股 | $700.1万 | 3.8万股 | -1.4万股-36.00% | 减仓 |
美国运通AXP |
| 0.36% | 0.34% | $428.9万 | 1.3万股 | $443.6万 | 1.5万股 | -1,985股-13.54% | 减仓 |
ANHEUSER BUSCH INBEV SPONSORED ADRBUD |
| 0.31% | 0.43% | $362.8万 | 4.4万股 | $558.2万 | 8.0万股 | -3.6万股-45.28% | 减仓 |
谷歌AGOOGL |
| 0.29% | 0.3% | $341.0万 | 9,541股 | $392.2万 | 1.4万股 | -4,097股-30.04% | 减仓 |
SYSCO COMSYY |
| 0.29% | 0.24% | $337.9万 | 4.0万股 | $320.7万 | 4.5万股 | -4,539股-10.09% | 减仓 |
微软MSFT |
| 0.27% | 0.27% | $321.8万 | 8,628股 | $355.8万 | 9,611股 | -983股-10.23% | 减仓 |
| IiShares安硕信托IVV |
| 0.26% | 0.21% | $308.6万 | 4,120股 | $276.8万 | 4,238股 | -118股-2.78% | 减仓 |
DANAHER DEL COMDHR |
| 0.25% | 0.26% | $297.0万 | 1.6万股 | $342.8万 | 1.8万股 | -2,490股-13.77% | 减仓 |
| WWILLIS TOWERS WATSONWTW |
| 0.22% | 0.71% | $265.4万 | 1.0万股 | $935.5万 | 3.2万股 | -2.2万股-68.44% | 减仓 |
百事可乐PEP |
| 0.2% | 0.24% | $239.0万 | 1.8万股 | $313.4万 | 2.0万股 | -2,533股-12.55% | 减仓 |
PAYCHEX COMPAYX |
| 0.19% | 0.14% | $223.3万 | 2.3万股 | $180.6万 | 2.0万股 | +3,101股+15.81% | 加仓 |
苹果AAPL |
| 0.18% | 0.21% | $218.4万 | 7,547股 | $280.0万 | 1.1万股 | -3,486股-31.60% | 减仓 |
万事达MA |
| 0.18% | 0.17% | $215.2万 | 4,191股 | $218.0万 | 4,362股 | -171股-3.92% | 减仓 |
联邦快递FDX |
| 0.18% | 0.73% | $207.2万 | 6,618股 | $961.9万 | 2.7万股 | -2.0万股-75.49% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.17% | 0.14% | $199.0万 | 4.0万股 | $180.3万 | 4.0万股 | 00.00% | 持仓不变 |