| SSPDR标普500 ETFSPY |
| 6.74% | 6.08% | $2.61亿 | 35.0万股 | $2.32亿 | 35.7万股 | -6,800股-1.91% | 减仓 |
 ChipotleCMG |
| 2.56% | 0.93% | $9,915.4万 | 291.6万股 | $3,540.1万 | 110.6万股 | +181.0万股+163.70% | 加仓 |
 家得宝HD |
| 2.51% | 1.84% | $9,719.0万 | 27.6万股 | $7,025.8万 | 21.4万股 | +6.2万股+29.00% | 加仓 |
 亚马逊AMZN |
| 1.87% | 2.49% | $7,269.5万 | 30.5万股 | $9,503.0万 | 45.6万股 | -15.1万股-33.15% | 减仓 |
 ADVANCED DRAIN SYS DELWMS |
| 1.83% | 1.4% | $7,098.5万 | 45.2万股 | $5,332.6万 | 38.9万股 | +6.3万股+16.30% | 加仓 |
| BBEST BUYBBY |
| 1.54% | — | $5,953.3万 | 78.5万股 | $0 | 0股 | +78.5万股 | 新买入 |
| PPNC FINL SVCS COMVXF |
| 1.47% | 0.84% | $5,703.0万 | 23.2万股 | $3,221.0万 | 15.5万股 | +7.7万股+49.64% | 加仓 |
 CHURCHILL DOWNSCHDN |
| 1.43% | 0.4% | $5,554.1万 | 62.0万股 | $1,516.8万 | 16.9万股 | +45.1万股+266.94% | 加仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 1.35% | 0.28% | $5,217.0万 | 20.9万股 | $1,074.4万 | 5.4万股 | +15.4万股+283.63% | 加仓 |
| SSAIASAIA |
| 1.31% | 0.24% | $5,097.8万 | 12.1万股 | $926.8万 | 2.6万股 | +9.5万股+358.79% | 加仓 |
 LAUDER ESTEE COS CL AEL |
| 1.3% | 0.01% | $5,049.5万 | 64.0万股 | $54.6万 | 7,610股 | +63.2万股+8,304.43% | 加仓 |
| CC H ROBINSON WORLDWIDE INCHRW |
| 1.3% | 1.35% | $5,030.9万 | 26.7万股 | $5,170.9万 | 31.1万股 | -4.4万股-14.21% | 减仓 |
 宝洁PG |
| 1.29% | 1.08% | $4,990.4万 | 34.0万股 | $4,117.2万 | 28.5万股 | +5.5万股+19.39% | 加仓 |
 CSX铁路CSX |
| 1.25% | — | $4,852.3万 | 102.1万股 | $0 | 0股 | +102.1万股 | 新买入 |
 LOWES COS COMLOW |
| 1.23% | — | $4,763.8万 | 21.6万股 | $0 | 0股 | +21.6万股 | 新买入 |
 FLOOR & DECORFND |
| 1.19% | 0.06% | $4,604.9万 | 77.6万股 | $218.3万 | 4.3万股 | +73.3万股+1,705.52% | 加仓 |
 AMER SPORTS INC COM SHSAS |
| 1.18% | 0.85% | $4,581.5万 | 135.4万股 | $3,236.3万 | 98.3万股 | +37.1万股+37.72% | 加仓 |
 ROYAL CARIBBEANRCL |
| 1.16% | 0.8% | $4,488.2万 | 14.1万股 | $3,063.9万 | 11.1万股 | +3.0万股+26.95% | 加仓 |
 HUNT J B TRANS SVCSJBHT |
| 1.15% | — | $4,462.1万 | 15.4万股 | $0 | 0股 | +15.4万股 | 新买入 |
 TRAVELERS COSTRV |
| 1.13% | 0.84% | $4,399.9万 | 13.3万股 | $3,190.7万 | 10.9万股 | +2.4万股+21.84% | 加仓 |
 希尔顿HLT |
| 1.08% | 0.32% | $4,202.1万 | 12.7万股 | $1,223.2万 | 4.0万股 | +8.7万股+216.11% | 加仓 |
 美国合众银行USB |
| 1.06% | 1.23% | $4,124.1万 | 68.3万股 | $4,680.2万 | 90.0万股 | -21.7万股-24.12% | 减仓 |
 VisaV |
| 1.06% | 0.49% | $4,098.7万 | 11.9万股 | $1,871.6万 | 6.2万股 | +5.8万股+92.92% | 加仓 |
| FFIVE BELOWFIVE |
| 0.98% | 0.58% | $3,816.5万 | 21.2万股 | $2,215.1万 | 9.7万股 | +11.5万股+118.96% | 加仓 |
| AALLEGIANT TRAVELALGT |
| 0.98% | — | $3,815.8万 | 32.4万股 | $0 | 0股 | +32.4万股 | 新买入 |
 3M COMMMM |
| 0.96% | 2.36% | $3,717.9万 | 23.0万股 | $9,022.4万 | 62.1万股 | -39.2万股-63.04% | 减仓 |
| VVALVOLINE COMVVV |
| 0.93% | 0.05% | $3,624.1万 | 91.7万股 | $183.1万 | 5.4万股 | +86.2万股+1,586.08% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.92% | 1% | $3,569.4万 | 38.8万股 | $3,803.4万 | 41.2万股 | -2.4万股-5.93% | 减仓 |
| S道富·EET SPDR S&P REGIONAL BANKING ETFKRE |
| 0.9% | 0.39% | $3,506.6万 | 46.8万股 | $1,472.1万 | 22.6万股 | +24.3万股+107.34% | 加仓 |
 嘉信理财SCHW |
| 0.89% | 0.78% | $3,451.1万 | 37.4万股 | $2,980.7万 | 31.7万股 | +5.7万股+17.93% | 加仓 |
 SYSCO COMSYY |
| 0.88% | 1.97% | $3,398.1万 | 40.7万股 | $7,530.7万 | 105.6万股 | -64.9万股-61.49% | 减仓 |
 好事达ALL |
| 0.87% | 0.71% | $3,386.7万 | 14.2万股 | $2,693.0万 | 13.0万股 | +1.2万股+9.58% | 加仓 |
 LPL金融LPLA |
| 0.83% | 0.32% | $3,237.3万 | 11.5万股 | $1,236.1万 | 4.1万股 | +7.4万股+179.69% | 加仓 |
 美高梅MGM |
| 0.82% | 0.76% | $3,197.0万 | 66.9万股 | $2,917.2万 | 78.8万股 | -12.0万股-15.17% | 减仓 |
 FERRARI COMRACE |
| 0.81% | 0.9% | $3,140.7万 | 8.4万股 | $3,444.3万 | 10.2万股 | -1.7万股-17.10% | 减仓 |
 北方信托NTRS |
| 0.8% | 0.81% | $3,103.6万 | 17.9万股 | $3,103.8万 | 22.2万股 | -4.4万股-19.72% | 减仓 |
| EEQUIPMENTSHARE COMEQPT |
| 0.8% | — | $3,087.1万 | 157.0万股 | $0 | 0股 | +157.0万股 | 新买入 |
 Globe LifeGL |
| 0.78% | 0.57% | $3,040.3万 | 17.0万股 | $2,169.2万 | 15.6万股 | +1.4万股+9.17% | 加仓 |
 FLOWSERVEFLS |
| 0.76% | — | $2,955.8万 | 39.9万股 | $0 | 0股 | +39.9万股 | 新买入 |
 MSC INDL DIRECTMSM |
| 0.75% | — | $2,909.6万 | 24.5万股 | $0 | 0股 | +24.5万股 | 新买入 |
 美国运通AXP |
| 0.75% | 0.39% | $2,903.9万 | 8.6万股 | $1,479.3万 | 4.9万股 | +3.7万股+75.55% | 加仓 |
 UNUMUNM |
| 0.73% | 0.8% | $2,843.3万 | 31.8万股 | $3,045.4万 | 41.7万股 | -9.9万股-23.73% | 减仓 |
| SSEI INVTSSEIC |
| 0.73% | 0.36% | $2,839.4万 | 32.4万股 | $1,356.2万 | 17.3万股 | +15.1万股+87.31% | 加仓 |
 FIRST HORIZONFHN |
| 0.73% | 0.66% | $2,833.7万 | 110.5万股 | $2,512.5万 | 110.4万股 | +1,238股+0.11% | 加仓 |
 哈勃HUBB |
| 0.69% | — | $2,683.6万 | 5.1万股 | $0 | 0股 | +5.1万股 | 新买入 |
 ARAMARKARMK |
| 0.69% | — | $2,676.5万 | 47.0万股 | $0 | 0股 | +47.0万股 | 新买入 |
 HANOVER INSTHG |
| 0.69% | 0.5% | $2,673.4万 | 12.5万股 | $1,889.9万 | 10.9万股 | +1.6万股+14.52% | 加仓 |
 BlockXYZ |
| 0.66% | 0.14% | $2,547.0万 | 33.5万股 | $538.6万 | 8.9万股 | +24.6万股+274.45% | 加仓 |
 ASSOCIATED BANC-CORP COMASB |
| 0.66% | 0.59% | $2,543.8万 | 82.7万股 | $2,260.4万 | 87.4万股 | -4.7万股-5.42% | 减仓 |
| EEVERCOREEVR |
| 0.65% | 0.35% | $2,531.7万 | 7.4万股 | $1,346.7万 | 4.5万股 | +2.9万股+64.36% | 加仓 |
