| RREGAL REXNORD COMRRX |
| 27.64% | 0.87% | $1.10亿 | 46.3万股 | $229.0万 | 1.2万股 | +45.1万股+3,688.18% | 加仓 |
 VisaV |
| 4.3% | 5.76% | $1,716.5万 | 5.0万股 | $1,512.1万 | 5.0万股 | 00.00% | 持仓不变 |
 BELDENBDC |
| 4.3% | 0.41% | $1,714.7万 | 14.3万股 | $106.6万 | 9,280股 | +13.4万股+1,440.95% | 加仓 |
 MERCADOLIBRE COMMELI |
| 3.71% | 5.74% | $1,480.8万 | 8,724股 | $1,508.4万 | 8,724股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 3.34% | 4.66% | $1,332.1万 | 5.6万股 | $1,223.5万 | 5.9万股 | -2,855股-4.86% | 减仓 |
 SOTERA HEALTHSHC |
| 2.66% | 3.32% | $1,063.7万 | 59.9万股 | $871.4万 | 60.8万股 | -8,440股-1.39% | 减仓 |
 谷歌AGOOGL |
| 2.27% | 3.22% | $908.1万 | 2.5万股 | $845.1万 | 2.9万股 | -3,975股-13.53% | 减仓 |
 SKYWORKS SOLUTIONSSWKS |
| 2.09% | 2.59% | $836.2万 | 12.3万股 | $680.0万 | 12.7万股 | -3,640股-2.87% | 减仓 |
| AACM RESHACMR |
| 1.99% | 3.35% | $794.0万 | 6.3万股 | $880.5万 | 22.4万股 | -16.1万股-72.04% | 减仓 |
| AAZENTAAZTA |
| 1.86% | 0.15% | $741.8万 | 29.1万股 | $40.4万 | 1.9万股 | +27.2万股+1,419.51% | 加仓 |
 U HAUL HOLDINGSCL |
| 1.84% | 2.16% | $734.1万 | 12.7万股 | $568.3万 | 12.7万股 | 00.00% | 持仓不变 |
 POOLPOOL |
| 1.82% | 1.86% | $726.3万 | 3.4万股 | $489.1万 | 2.4万股 | +9,620股+39.79% | 加仓 |
 SYSCO COMSYY |
| 1.75% | 2.27% | $697.7万 | 8.3万股 | $595.4万 | 8.3万股 | 00.00% | 持仓不变 |
| FFORGENT POWER SOLUTIONSFPS |
| 1.63% | — | $651.2万 | 11.7万股 | $0 | 0股 | +11.7万股 | 新买入 |
 阿卡迈AKAM |
| 1.54% | — | $614.5万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
 TELEPHONE & DATA SYSTDS |
| 1.52% | 4.77% | $606.1万 | 16.4万股 | $1,254.4万 | 29.8万股 | -13.4万股-45.04% | 减仓 |
 联合太平洋铁路UNP |
| 1.29% | 1.85% | $515.5万 | 1.9万股 | $487.0万 | 2.0万股 | -1,120股-5.58% | 减仓 |
| IIPG PHOTONICSIPGP |
| 1.22% | 1.02% | $486.3万 | 4.1万股 | $268.6万 | 2.3万股 | +1.8万股+76.83% | 加仓 |
| DDOUBLEVERIFYDV |
| 1.08% | 1.44% | $431.9万 | 39.8万股 | $378.5万 | 39.8万股 | 00.00% | 持仓不变 |
 ILLUMINAILMN |
| 0.97% | — | $388.3万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
| CCENOVUS ENERGY COMCVE |
| 0.88% | 1.12% | $350.4万 | 14.1万股 | $294.4万 | 11.1万股 | +3.0万股+27.40% | 加仓 |
| AAMRIZE SHSAMRZ |
| 0.86% | 1.32% | $345.0万 | 6.5万股 | $345.8万 | 6.2万股 | +3,000股+4.86% | 加仓 |
 伊顿ETN |
| 0.83% | 0.96% | $333.1万 | 7,817股 | $253.1万 | 7,077股 | +740股+10.46% | 加仓 |
 新思科技SNPS |
| 0.83% | 1.54% | $333.0万 | 7,466股 | $405.6万 | 1.0万股 | -2,765股-27.03% | 减仓 |
 KENVUE COMKVUE |
| 0.82% | 1.12% | $326.4万 | 17.1万股 | $294.5万 | 17.1万股 | 00.00% | 持仓不变 |
 MAPLEBEAR COMCART |
| 0.77% | 1.34% | $308.3万 | 6.5万股 | $352.2万 | 9.4万股 | -2.9万股-30.75% | 减仓 |
 ZOETIS CL AZTS |
| 0.76% | — | $301.8万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
 微软MSFT |
| 0.75% | 1.74% | $300.7万 | 8,062股 | $457.6万 | 1.2万股 | -4,300股-34.78% | 减仓 |
 DIAGEO SPON ADR NEWDEO |
| 0.69% | 0.97% | $275.2万 | 3.4万股 | $254.9万 | 3.4万股 | 00.00% | 持仓不变 |
 ZoomZM |
| 0.69% | 1.43% | $275.1万 | 3.2万股 | $375.0万 | 4.7万股 | -1.5万股-31.68% | 减仓 |
| GGRUPO CIBESTCIB |
| 0.67% | 1.1% | $268.8万 | 3.4万股 | $289.1万 | 4.0万股 | -5,860股-14.76% | 减仓 |
| AADEIAADEA |
| 0.64% | 0.65% | $253.7万 | 7.7万股 | $170.2万 | 7.1万股 | +6,225股+8.79% | 加仓 |
| NNOKIA SPONSORED ADRNOK |
| 0.64% | 0.87% | $253.6万 | 19.1万股 | $228.2万 | 28.4万股 | -9.3万股-32.72% | 减仓 |
| SSOLSTICE ADVANCED MATLSSOL |
| 0.63% | 0.15% | $252.2万 | 2.8万股 | $39.4万 | 5,170股 | +2.3万股+450.58% | 加仓 |
 STRIDELRN |
| 0.63% | 1.92% | $250.5万 | 2.9万股 | $503.9万 | 5.7万股 | -2.8万股-49.18% | 减仓 |
| AAPPFOLIOAPPF |
| 0.56% | 1.34% | $223.0万 | 1.4万股 | $352.6万 | 2.2万股 | -8,440股-37.77% | 减仓 |
| SSPDR黄金信托GLD |
| 0.55% | — | $219.2万 | 5,950股 | $0 | 0股 | +5,950股 | 新买入 |
 联合健康UNH |
| 0.53% | 0.91% | $213.3万 | 5,131股 | $239.4万 | 8,849股 | -3,718股-42.02% | 减仓 |
 露露乐蒙LULU |
| 0.48% | — | $193.0万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| DDYNATRACEDT |
| 0.46% | 0.34% | $185.3万 | 4.2万股 | $88.5万 | 2.4万股 | +1.8万股+76.33% | 加仓 |
| PPETROLEO BRASILEIROPBR |
| 0.45% | 0.88% | $179.6万 | 11.1万股 | $230.6万 | 11.1万股 | 00.00% | 持仓不变 |
| FFiservFISV |
| 0.44% | 0.16% | $175.7万 | 3.6万股 | $42.6万 | 7,630股 | +2.8万股+369.40% | 加仓 |
| EESTABLISHMENT LABSESTA |
| 0.44% | — | $175.0万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| CCACTUSWHD |
| 0.43% | 0.5% | $173.0万 | 3.4万股 | $131.6万 | 2.8万股 | +5,990股+21.56% | 加仓 |
 HUDSON TECHNOLOGIES INC COMHDSN |
| 0.43% | 0.13% | $172.2万 | 30.0万股 | $33.9万 | 5.8万股 | +24.2万股+420.59% | 加仓 |
 西屋制动WAB |
| 0.43% | 0.66% | $171.5万 | 6,360股 | $173.1万 | 6,925股 | -565股-8.16% | 减仓 |
 迈威尔MRVL |
| 0.42% | 4.29% | $167.9万 | 5,636股 | $1,127.7万 | 11.4万股 | -10.8万股-95.05% | 减仓 |
 洛克希德马丁LMT |
| 0.41% | — | $162.0万 | 3,180股 | $0 | 0股 | +3,180股 | 新买入 |
| EENDAVA PLC ADSDAVA |
| 0.4% | 0.95% | $160.6万 | 56.7万股 | $250.8万 | 56.7万股 | 00.00% | 持仓不变 |
| LLIMBACHLMB |
| 0.4% | — | $157.9万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
