 苹果AAPL |
| 3.2% | 3.11% | $4.20亿 | 145.3万股 | $3.78亿 | 149.1万股 | -3.8万股-2.55% | 减仓 |
 微软MSFT |
| 2.73% | 2.95% | $3.59亿 | 96.1万股 | $3.59亿 | 96.9万股 | -7,856股-0.81% | 减仓 |
 谷歌AGOOGL |
| 2.21% | 2.03% | $2.90亿 | 81.2万股 | $2.47亿 | 85.9万股 | -4.7万股-5.45% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2% | 1.82% | $2.62亿 | 74.2万股 | $2.22亿 | 77.3万股 | -3.1万股-4.03% | 减仓 |
 英伟达NVDA |
| 1.92% | 1.58% | $2.53亿 | 126.3万股 | $1.92亿 | 110.2万股 | +16.0万股+14.54% | 加仓 |
 摩根大通JPM |
| 1.81% | 1.79% | $2.38亿 | 72.7万股 | $2.18亿 | 74.0万股 | -1.3万股-1.78% | 减仓 |
 应用材料AMAT |
| 1.27% | 0.8% | $1.67亿 | 23.1万股 | $9,727.4万 | 28.5万股 | -5.3万股-18.79% | 减仓 |
 DONALDSONDCI |
| 1.26% | 1.33% | $1.66亿 | 184.7万股 | $1.61亿 | 190.0万股 | -5.4万股-2.83% | 减仓 |
 哈勃HUBB |
| 1.26% | 1.32% | $1.65亿 | 31.6万股 | $1.61亿 | 32.8万股 | -1.2万股-3.57% | 减仓 |
 APTARGROUPATR |
| 1.24% | 1.4% | $1.63亿 | 130.4万股 | $1.70亿 | 134.9万股 | -4.6万股-3.39% | 减仓 |
 VisaV |
| 1.22% | 1.18% | $1.60亿 | 46.7万股 | $1.44亿 | 47.6万股 | -9,627股-2.02% | 减仓 |
 强生JNJ |
| 1.12% | 1.19% | $1.48亿 | 58.1万股 | $1.45亿 | 59.4万股 | -1.3万股-2.23% | 减仓 |
 APPLIED INDL TECHNOLOGIES INAIT |
| 1.1% | 0.96% | $1.45亿 | 42.7万股 | $1.17亿 | 43.9万股 | -1.2万股-2.75% | 减仓 |
 Watts水技术WTS |
| 1.1% | 0.9% | $1.44亿 | 36.9万股 | $1.10亿 | 37.9万股 | -1.0万股-2.65% | 减仓 |
 CINCINNATI FINL COMCINF |
| 1.04% | 0.98% | $1.37亿 | 73.7万股 | $1.19亿 | 75.6万股 | -1.9万股-2.45% | 减仓 |
 LITTELFUSELFUS |
| 1.03% | 0.81% | $1.36亿 | 29.8万股 | $9,888.4万 | 29.1万股 | +6,934股+2.38% | 加仓 |
| QQualysQLYS |
| 1.03% | 0.73% | $1.35亿 | 98.5万股 | $8,876.2万 | 101.0万股 | -2.5万股-2.52% | 减仓 |
 思科CSCO |
| 1.03% | 0.81% | $1.35亿 | 114.8万股 | $9,862.9万 | 127.1万股 | -12.4万股-9.73% | 减仓 |
 GLOBUS MEDGMED |
| 0.95% | 0.89% | $1.24亿 | 157.3万股 | $1.08亿 | 125.5万股 | +31.8万股+25.38% | 加仓 |
 COMMERCE BANCSHARESCBSH |
| 0.93% | 0.78% | $1.22亿 | 211.4万股 | $9,516.0万 | 193.4万股 | +18.0万股+9.30% | 加仓 |
 CULLEN FROST BANKERSCFR |
| 0.86% | 1.09% | $1.13亿 | 73.2万股 | $1.33亿 | 96.8万股 | -23.6万股-24.33% | 减仓 |
 科磊KLAC |
| 0.85% | 0.47% | $1.12亿 | 37.0万股 | $5,717.1万 | 3.9万股 | +33.1万股+853.28% | 加仓 |
| BBADGER METERBMI |
| 0.82% | 0.66% | $1.08亿 | 72.9万股 | $8,077.1万 | 53.0万股 | +19.9万股+37.50% | 加仓 |
 梅特勒托利多MTD |
| 0.82% | 0.43% | $1.08亿 | 8.4万股 | $5,258.7万 | 4.2万股 | +4.3万股+102.38% | 加仓 |
 爵士制药JAZZ |
| 0.81% | 0.76% | $1.07亿 | 44.3万股 | $9,238.1万 | 48.9万股 | -4.6万股-9.32% | 减仓 |
 好市多COST |
| 0.79% | 0.92% | $1.04亿 | 11.1万股 | $1.12亿 | 11.3万股 | -1,998股-1.77% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.78% | 0.58% | $1.02亿 | 27.1万股 | $7,082.0万 | 25.3万股 | +1.8万股+7.09% | 加仓 |
 CHUBB LIMITEDCB |
| 0.77% | 0.82% | $1.02亿 | 29.8万股 | $9,953.9万 | 30.5万股 | -7,008股-2.29% | 减仓 |
 INTERNATIONAL BANCSHARES CORIBOC |
| 0.76% | 0.6% | $9,923.7万 | 130.7万股 | $7,318.9万 | 108.8万股 | +21.9万股+20.13% | 加仓 |
 CHOICE HOTELS INTLCHH |
| 0.75% | 0.79% | $9,912.5万 | 89.9万股 | $9,633.4万 | 93.1万股 | -3.2万股-3.42% | 减仓 |
 CAVCO INDS DELCVCO |
| 0.73% | 0.56% | $9,566.7万 | 15.6万股 | $6,769.6万 | 14.0万股 | +1.6万股+11.40% | 加仓 |
 NetAppNTAP |
| 0.72% | 0.53% | $9,518.9万 | 61.5万股 | $6,465.4万 | 63.1万股 | -1.6万股-2.59% | 减仓 |
 ESSENTIAL UTILSWTRG |
| 0.72% | 0.82% | $9,437.5万 | 246.3万股 | $9,992.8万 | 248.1万股 | -1.8万股-0.72% | 减仓 |
 迪尔DE |
| 0.72% | 0.72% | $9,424.1万 | 14.9万股 | $8,752.3万 | 15.5万股 | -6,808股-4.38% | 减仓 |
| CCHEMED NEWCHE |
| 0.71% | 0.64% | $9,374.2万 | 20.1万股 | $7,751.1万 | 20.5万股 | -3,922股-1.91% | 减仓 |
 STAG INDUSTRIALSTAG |
| 0.71% | 0.76% | $9,288.5万 | 244.0万股 | $9,195.3万 | 255.0万股 | -11.0万股-4.29% | 减仓 |
 史赛克SYK |
| 0.7% | 0.76% | $9,243.4万 | 29.4万股 | $9,200.7万 | 28.0万股 | +1.4万股+4.85% | 加仓 |
 SPROUTS FMRS MKTSFM |
| 0.7% | 0.65% | $9,177.2万 | 108.5万股 | $7,908.6万 | 102.5万股 | +6.0万股+5.82% | 加仓 |
 ROSS STORES COMROST |
| 0.69% | 0.86% | $9,082.7万 | 42.7万股 | $1.04亿 | 48.2万股 | -5.5万股-11.41% | 减仓 |
| AA10 NETWORKSATEN |
| 0.69% | 0.41% | $9,029.2万 | 241.7万股 | $5,024.6万 | 217.3万股 | +24.4万股+11.21% | 加仓 |
 ADPADP |
| 0.68% | 0.68% | $8,986.6万 | 40.1万股 | $8,314.6万 | 40.9万股 | -7,946股-1.94% | 减仓 |
 实耐宝SNA |
| 0.68% | 0.67% | $8,960.7万 | 22.3万股 | $8,209.0万 | 22.6万股 | -3,326股-1.47% | 减仓 |
| UUFP TECHNOLOGIESUFPT |
| 0.68% | 0.5% | $8,915.7万 | 33.6万股 | $6,138.5万 | 31.7万股 | +1.9万股+6.06% | 加仓 |
 IDEXIEX |
| 0.67% | 0.71% | $8,855.5万 | 39.0万股 | $8,581.2万 | 45.3万股 | -6.3万股-13.81% | 减仓 |
 NORDSONNDSN |
| 0.67% | 0.66% | $8,851.0万 | 29.3万股 | $8,028.6万 | 30.2万股 | -8,380股-2.78% | 减仓 |
| SSEI INVTSSEIC |
| 0.66% | 0.67% | $8,694.7万 | 99.1万股 | $8,158.8万 | 104.0万股 | -4.8万股-4.66% | 减仓 |
 HalozymeHALO |
| 0.65% | 0.36% | $8,477.1万 | 108.3万股 | $4,392.0万 | 68.0万股 | +40.3万股+59.38% | 加仓 |
 MEDPACEMEDP |
| 0.63% | 0.56% | $8,236.0万 | 15.6万股 | $6,752.0万 | 14.1万股 | +1.5万股+10.60% | 加仓 |
 联合太平洋铁路UNP |
| 0.62% | 0.62% | $8,123.5万 | 29.9万股 | $7,519.5万 | 31.0万股 | -1.1万股-3.64% | 减仓 |
 仲量联行JLL |
| 0.62% | 0.67% | $8,108.9万 | 26.2万股 | $8,170.5万 | 26.8万股 | -6,863股-2.56% | 减仓 |
