 博通AVGO |
| 2.03% | 1.91% | $3.10亿 | 82.0万股 | $2.64亿 | 85.3万股 | -3.3万股-3.84% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.9% | 1.71% | $2.90亿 | 82.0万股 | $2.37亿 | 82.5万股 | -5,248股-0.64% | 减仓 |
 微软MSFT |
| 1.55% | 1.74% | $2.37亿 | 63.5万股 | $2.40亿 | 64.9万股 | -1.4万股-2.20% | 减仓 |
 苹果AAPL |
| 1.52% | 1.43% | $2.32亿 | 80.2万股 | $1.98亿 | 77.8万股 | +2.4万股+3.07% | 加仓 |
 思科CSCO |
| 1.39% | 1.1% | $2.11亿 | 180.0万股 | $1.52亿 | 196.3万股 | -16.3万股-8.28% | 减仓 |
 谷歌AGOOGL |
| 1.28% | 1.06% | $1.96亿 | 54.9万股 | $1.47亿 | 51.0万股 | +3.9万股+7.55% | 加仓 |
| EELEMENT SOLUTIONSESI |
| 1.18% | 1.08% | $1.81亿 | 378.5万股 | $1.49亿 | 436.7万股 | -58.2万股-13.32% | 减仓 |
 TD SYNNEXSNX |
| 1.12% | 0.89% | $1.71亿 | 63.9万股 | $1.23亿 | 72.7万股 | -8.8万股-12.08% | 减仓 |
 LITTELFUSELFUS |
| 1.03% | 0.86% | $1.56亿 | 34.4万股 | $1.19亿 | 35.1万股 | -7,310股-2.08% | 减仓 |
 达美航空DAL |
| 1% | 0.84% | $1.52亿 | 162.2万股 | $1.17亿 | 175.5万股 | -13.4万股-7.62% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.99% | 1.05% | $1.52亿 | 122.1万股 | $1.45亿 | 34.1万股 | +88.0万股+258.18% | 加仓 |
 伊顿ETN |
| 0.97% | 0.89% | $1.47亿 | 34.6万股 | $1.23亿 | 34.3万股 | +2,769股+0.81% | 加仓 |
 BORGWARNERBWA |
| 0.91% | 0.93% | $1.39亿 | 209.4万股 | $1.29亿 | 238.0万股 | -28.7万股-12.04% | 减仓 |
 强生JNJ |
| 0.91% | 1% | $1.39亿 | 54.7万股 | $1.38亿 | 56.3万股 | -1.6万股-2.90% | 减仓 |
 ARCOSAACA |
| 0.91% | 0.77% | $1.38亿 | 95.3万股 | $1.07亿 | 100.5万股 | -5.2万股-5.18% | 减仓 |
 威廉姆斯WMB |
| 0.9% | 1.02% | $1.38亿 | 185.5万股 | $1.41亿 | 193.7万股 | -8.2万股-4.24% | 减仓 |
 AMETEK COMAME |
| 0.86% | 0.86% | $1.31亿 | 54.3万股 | $1.20亿 | 55.8万股 | -1.5万股-2.64% | 减仓 |
 COLUMBIA BKG SYSCOLB |
| 0.84% | 0.82% | $1.28亿 | 400.6万股 | $1.14亿 | 414.7万股 | -14.2万股-3.42% | 减仓 |
 英伟达NVDA |
| 0.82% | 0.78% | $1.25亿 | 62.4万股 | $1.08亿 | 61.8万股 | +5,789股+0.94% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 0.82% | 0.79% | $1.25亿 | 50.6万股 | $1.10亿 | 52.6万股 | -2.0万股-3.83% | 减仓 |
 US FOODSUSFD |
| 0.8% | 0.82% | $1.22亿 | 119.4万股 | $1.14亿 | 123.3万股 | -3.8万股-3.11% | 减仓 |
| EESCO TECHNOLOGIESESE |
| 0.79% | 0.83% | $1.20亿 | 34.4万股 | $1.14亿 | 40.6万股 | -6.2万股-15.36% | 减仓 |
 亚马逊AMZN |
| 0.78% | 0.74% | $1.19亿 | 50.0万股 | $1.03亿 | 49.2万股 | +7,749股+1.57% | 加仓 |
 ATMOS ENERGYATO |
| 0.77% | 0.94% | $1.18亿 | 68.2万股 | $1.31亿 | 70.7万股 | -2.5万股-3.51% | 减仓 |
 Meta平台META |
| 0.77% | 0.61% | $1.17亿 | 20.8万股 | $8,403.5万 | 14.7万股 | +6.1万股+41.86% | 加仓 |
| GGLACIER BANCORP NEWGBCI |
| 0.76% | 0.78% | $1.17亿 | 226.1万股 | $1.08亿 | 242.1万股 | -16.0万股-6.61% | 减仓 |
 CASELLA WASTE SYSCWST |
| 0.75% | 0.72% | $1.15亿 | 118.2万股 | $9,933.7万 | 125.2万股 | -7.0万股-5.60% | 减仓 |
 家得宝HD |
| 0.71% | 0.77% | $1.09亿 | 30.9万股 | $1.06亿 | 32.3万股 | -1.4万股-4.39% | 减仓 |
| C花旗集团C |
| 0.69% | 0.65% | $1.05亿 | 74.9万股 | $8,999.4万 | 79.4万股 | -4.5万股-5.63% | 减仓 |
 应用材料AMAT |
| 0.64% | 0.42% | $9,794.4万 | 13.5万股 | $5,851.0万 | 17.1万股 | -3.6万股-20.86% | 减仓 |
 CARLISLE COSCSL |
| 0.62% | 0.65% | $9,457.3万 | 26.1万股 | $9,013.4万 | 27.0万股 | -9,459股-3.50% | 减仓 |
 卡地纳健康CAH |
| 0.62% | 0.63% | $9,452.6万 | 39.8万股 | $8,684.0万 | 41.1万股 | -1.3万股-3.18% | 减仓 |
 EOG资源EOG |
| 0.61% | 0.74% | $9,272.7万 | 71.5万股 | $1.03亿 | 71.0万股 | +4,722股+0.67% | 加仓 |
| IIBMIBM |
| 0.6% | 0.38% | $9,178.7万 | 32.6万股 | $5,272.6万 | 21.8万股 | +10.9万股+50.05% | 加仓 |
| V先锋领航指数基金VUG |
| 0.6% | 0.55% | $9,156.9万 | 106.3万股 | $7,559.5万 | 17.3万股 | +89.0万股+514.22% | 加仓 |
 壳牌SHEL |
| 0.59% | 0.79% | $8,973.5万 | 115.7万股 | $1.10亿 | 118.3万股 | -2.5万股-2.15% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.57% | 0.61% | $8,738.7万 | 68.4万股 | $8,502.4万 | 77.5万股 | -9.1万股-11.79% | 减仓 |
 STANDEX INTLSXI |
| 0.56% | 0.58% | $8,608.8万 | 24.1万股 | $8,013.0万 | 31.4万股 | -7.4万股-23.45% | 减仓 |
 WASTE CONNECTIONSWCN |
| 0.56% | 0.62% | $8,555.1万 | 51.3万股 | $8,567.8万 | 52.7万股 | -1.4万股-2.69% | 减仓 |
 雅培ABT |
| 0.56% | 0.81% | $8,533.1万 | 94.0万股 | $1.12亿 | 109.5万股 | -15.4万股-14.09% | 减仓 |
| PPLEXUSPLXS |
| 0.55% | 0.57% | $8,318.6万 | 27.7万股 | $7,900.1万 | 39.0万股 | -11.3万股-29.07% | 减仓 |
 摩根大通JPM |
| 0.53% | 0.5% | $8,114.2万 | 24.8万股 | $6,946.5万 | 23.6万股 | +1.2万股+4.97% | 加仓 |
 台积电TSM |
| 0.52% | 0.42% | $7,999.6万 | 16.8万股 | $5,814.7万 | 17.2万股 | -4,551股-2.65% | 减仓 |
 艾利丹尼森AVY |
| 0.52% | 0.68% | $7,986.9万 | 49.2万股 | $9,473.0万 | 54.9万股 | -5.7万股-10.32% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.52% | 0.33% | $7,908.3万 | 10.6万股 | $4,519.8万 | 6.9万股 | +3.6万股+52.38% | 加仓 |
 联合太平洋铁路UNP |
| 0.51% | 0.52% | $7,797.5万 | 28.7万股 | $7,199.1万 | 29.7万股 | -1.0万股-3.39% | 减仓 |
 雪佛龙CVX |
| 0.51% | 0.73% | $7,732.5万 | 46.6万股 | $1.01亿 | 48.7万股 | -2.1万股-4.31% | 减仓 |
| AADVANCED ENERGY INDSAEIS |
| 0.51% | 0.71% | $7,730.4万 | 20.7万股 | $9,817.3万 | 30.4万股 | -9.7万股-31.85% | 减仓 |
 CVS健康CVS |
| 0.49% | 0.4% | $7,426.7万 | 71.8万股 | $5,600.2万 | 78.0万股 | -6.2万股-7.93% | 减仓 |
| BBRINKSBCO |
| 0.48% | 0.61% | $7,359.3万 | 77.9万股 | $8,490.0万 | 81.9万股 | -4.0万股-4.93% | 减仓 |
