| IiShares安硕信托IVV |
| 6.79% | 4.55% | $10.58亿 | 141.3万股 | $6.44亿 | 98.6万股 | +42.7万股+43.31% | 加仓 |
| V先锋领航指数基金VOO |
| 6.62% | 5.57% | $10.31亿 | 150.2万股 | $7.89亿 | 132.0万股 | +18.2万股+13.80% | 加仓 |
| I景顺QQQ信托VOO |
| 2.15% | — | $3.36亿 | 45.6万股 | $0 | 0股 | +45.6万股 | 新买入 |
 美国合众银行USB |
| 1.07% | 0.61% | $1.67亿 | 276.4万股 | $8,642.2万 | 166.2万股 | +110.3万股+66.36% | 加仓 |
 雷神技术RTX |
| 1.01% | 0.64% | $1.58亿 | 83.1万股 | $9,105.1万 | 47.2万股 | +35.9万股+75.96% | 加仓 |
 GE航空GE |
| 1% | 0.31% | $1.55亿 | 41.5万股 | $4,402.9万 | 15.5万股 | +26.0万股+167.41% | 加仓 |
 CRANECR |
| 0.97% | 0.46% | $1.51亿 | 67.5万股 | $6,530.0万 | 38.2万股 | +29.3万股+76.78% | 加仓 |
 AMERICAN INTL COM NEWAIG |
| 0.92% | 0.68% | $1.44亿 | 192.6万股 | $9,563.6万 | 127.1万股 | +65.5万股+51.54% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.89% | — | $1.39亿 | 54.7万股 | $0 | 0股 | +54.7万股 | 新买入 |
| FFORTUNE BRANDS INNOVATIONS IFBIN |
| 0.87% | 0.38% | $1.36亿 | 247.8万股 | $5,412.7万 | 138.9万股 | +108.9万股+78.43% | 加仓 |
 强生JNJ |
| 0.84% | 0.96% | $1.31亿 | 51.7万股 | $1.36亿 | 55.4万股 | -3.7万股-6.70% | 减仓 |
 雅培ABT |
| 0.8% | — | $1.25亿 | 137.3万股 | $0 | 0股 | +137.3万股 | 新买入 |
 AXIS CAPAXS |
| 0.8% | 0.93% | $1.24亿 | 115.5万股 | $1.32亿 | 130.0万股 | -14.4万股-11.09% | 减仓 |
 KEURIG DR PEPPER COMKDP |
| 0.79% | — | $1.23亿 | 374.7万股 | $0 | 0股 | +374.7万股 | 新买入 |
 微软MSFT |
| 0.77% | 0.54% | $1.19亿 | 32.0万股 | $7,710.8万 | 20.8万股 | +11.2万股+53.67% | 加仓 |
 TEREX NEWTEX |
| 0.75% | 0.44% | $1.17亿 | 161.0万股 | $6,266.5万 | 106.0万股 | +55.0万股+51.85% | 加仓 |
| SSpaceXSPCX |
| 0.75% | — | $1.16亿 | 68.1万股 | $0 | 0股 | +68.1万股 | 新买入 |
 ServiceNowNOW |
| 0.74% | 0.59% | $1.16亿 | 116.7万股 | $8,381.7万 | 80.2万股 | +36.6万股+45.61% | 加仓 |
| AATIATI |
| 0.74% | 0.59% | $1.16亿 | 58.7万股 | $8,376.6万 | 57.6万股 | +1.1万股+1.95% | 加仓 |
 CDWCDW |
| 0.74% | — | $1.15亿 | 81.8万股 | $0 | 0股 | +81.8万股 | 新买入 |
| T赛默飞世尔TMO |
| 0.73% | — | $1.13亿 | 22.6万股 | $0 | 0股 | +22.6万股 | 新买入 |
 宝洁PG |
| 0.72% | — | $1.12亿 | 76.4万股 | $0 | 0股 | +76.4万股 | 新买入 |
 宣伟SHW |
| 0.7% | 0.01% | $1.10亿 | 31.9万股 | $196.1万 | 6,119股 | +31.3万股+5,109.41% | 加仓 |
| MMASTECMTZ |
| 0.66% | 0.5% | $1.03亿 | 24.7万股 | $7,091.1万 | 22.0万股 | +2.6万股+11.88% | 加仓 |
 IDEXIEX |
| 0.66% | 0.29% | $1.03亿 | 45.2万股 | $4,118.5万 | 21.7万股 | +23.4万股+107.91% | 加仓 |
 METLIFE COMMET |
| 0.64% | — | $1.00亿 | 118.4万股 | $0 | 0股 | +118.4万股 | 新买入 |
 CSX铁路CSX |
| 0.64% | — | $9,934.8万 | 209.0万股 | $0 | 0股 | +209.0万股 | 新买入 |
 TD SYNNEXSNX |
| 0.63% | 0.42% | $9,865.0万 | 36.9万股 | $5,877.9万 | 34.8万股 | +2.1万股+5.91% | 加仓 |
 LINCOLN ELECLECO |
| 0.61% | 0.13% | $9,572.9万 | 36.1万股 | $1,863.3万 | 7.5万股 | +28.6万股+381.97% | 加仓 |
 Citizens金融CFG |
| 0.61% | 0.39% | $9,564.2万 | 136.5万股 | $5,483.4万 | 91.4万股 | +45.1万股+49.28% | 加仓 |
| B博思艾伦BAH |
| 0.61% | 0.88% | $9,525.6万 | 157.0万股 | $1.25亿 | 160.6万股 | -3.6万股-2.22% | 减仓 |
| SSAMSARA INC CLASS AIOT |
| 0.6% | 0.48% | $9,312.5万 | 287.2万股 | $6,836.7万 | 215.7万股 | +71.4万股+33.11% | 加仓 |
| BBRINKER INTLEAT |
| 0.59% | 0.56% | $9,123.7万 | 54.3万股 | $7,893.6万 | 55.3万股 | -9,809股-1.77% | 减仓 |
 AGILENT TECHNOLOGIES COMA |
| 0.58% | 0.38% | $9,108.1万 | 68.6万股 | $5,407.6万 | 47.4万股 | +21.1万股+44.53% | 加仓 |
| RREINSURANCE AMERRGA |
| 0.57% | 0.22% | $8,918.3万 | 41.9万股 | $3,172.5万 | 15.5万股 | +26.4万股+169.89% | 加仓 |
 VALLEY NATL BANCORPVLY |
| 0.57% | 0.47% | $8,887.2万 | 606.6万股 | $6,691.1万 | 544.9万股 | +61.8万股+11.33% | 加仓 |
 梅特勒托利多MTD |
| 0.54% | — | $8,401.8万 | 6.6万股 | $0 | 0股 | +6.6万股 | 新买入 |
| IINNIO NVINIO |
| 0.53% | — | $8,244.2万 | 208.5万股 | $0 | 0股 | +208.5万股 | 新买入 |
 AMETEK COMAME |
| 0.52% | 0.43% | $8,153.9万 | 33.7万股 | $6,118.6万 | 28.5万股 | +5.2万股+18.07% | 加仓 |
 FLOWSERVEFLS |
| 0.52% | — | $8,036.2万 | 108.4万股 | $0 | 0股 | +108.4万股 | 新买入 |
 JEFFERIES FINANCIAL INJEF |
| 0.51% | 0.38% | $7,953.7万 | 159.1万股 | $5,406.4万 | 131.0万股 | +28.1万股+21.48% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 0.51% | 0.3% | $7,948.1万 | 29.6万股 | $4,293.0万 | 18.6万股 | +10.9万股+58.70% | 加仓 |
 亚马逊AMZN |
| 0.51% | 0.52% | $7,898.9万 | 33.1万股 | $7,429.6万 | 35.7万股 | -2.5万股-7.10% | 减仓 |
 PALOMARPLMR |
| 0.5% | 0.4% | $7,865.7万 | 62.2万股 | $5,694.0万 | 47.6万股 | +14.6万股+30.61% | 加仓 |
 UNITED RENTALSURI |
| 0.5% | — | $7,865.4万 | 6.9万股 | $0 | 0股 | +6.9万股 | 新买入 |
| GGARMIN SHSGRMN |
| 0.48% | 0.28% | $7,430.1万 | 31.3万股 | $4,023.5万 | 17.3万股 | +13.9万股+80.37% | 加仓 |
 CARRIER GLOBALCARR |
| 0.47% | <0.01% | $7,373.2万 | 100.5万股 | $13.1万 | 2,323股 | +100.3万股+43,171.76% | 加仓 |
 PULTEPHM |
| 0.47% | 0.15% | $7,274.6万 | 53.0万股 | $2,138.0万 | 18.2万股 | +34.8万股+191.65% | 加仓 |
 Elevance健康ELV |
| 0.46% | 0.43% | $7,209.7万 | 18.6万股 | $6,066.5万 | 20.7万股 | -2.1万股-10.04% | 减仓 |
| OONONON |
| 0.46% | <0.01% | $7,167.0万 | 202.3万股 | $34 | 1股 | +202.3万股+202,344,100.00% | 加仓 |
