 美光科技MU |
| 4.61% | 4.94% | $414.8万 | 4.0万股 | $526.1万 | 4.0万股 | 00.00% | 持仓不变 |
| ZZoomInfoGTM |
| 4.59% | 4.79% | $412.8万 | 40.0万股 | $510.8万 | 40.0万股 | 00.00% | 持仓不变 |
 Arista网络ANET |
| 4.27% | 3.29% | $383.8万 | 1.0万股 | $350.5万 | 1.0万股 | 00.00% | 持仓不变 |
 相干公司COHR |
| 3.86% | 2.65% | $346.7万 | 3.9万股 | $282.6万 | 3.9万股 | 00.00% | 持仓不变 |
 Arm控股ARM |
| 3.82% | 3.22% | $343.2万 | 2.4万股 | $343.6万 | 2.1万股 | +3,000股+14.29% | 加仓 |
 ILLUMINAILMN |
| 3.63% | 2.45% | $326.0万 | 2.5万股 | $261.0万 | 2.5万股 | 00.00% | 持仓不变 |
 ROBLOX CL ARBLX |
| 3.45% | 2.44% | $309.8万 | 7.0万股 | $260.5万 | 7.0万股 | 00.00% | 持仓不变 |
| EELASTICESTC |
| 3.33% | 2.24% | $299.4万 | 3.9万股 | $239.2万 | 2.1万股 | +1.8万股+85.71% | 加仓 |
 德康医疗DXCM |
| 3.13% | 2.98% | $281.6万 | 4.2万股 | $317.5万 | 2.8万股 | +1.4万股+50.00% | 加仓 |
| WWEC ENERGY COMIDU |
| 3% | 2.06% | $269.3万 | 2.8万股 | $219.7万 | 2.8万股 | 00.00% | 持仓不变 |
 METLIFE COMMET |
| 2.75% | 2.63% | $247.4万 | 3.0万股 | $280.8万 | 4.0万股 | -1.0万股-25.00% | 减仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 2.74% | 2.33% | $245.9万 | 1.6万股 | $248.8万 | 1.6万股 | 00.00% | 持仓不变 |
 CADENCE DESIGN SYSTEM COMAYI |
| 2.71% | 2.6% | $243.9万 | 9,000股 | $277.0万 | 9,000股 | 00.00% | 持仓不变 |
 CROWN CASTLE COMCCI |
| 2.64% | 1.83% | $237.3万 | 2.0万股 | $195.4万 | 2.0万股 | 00.00% | 持仓不变 |
 VICI PPTYS COMVICI |
| 2.59% | 1.88% | $233.2万 | 7.0万股 | $200.5万 | 7.0万股 | 00.00% | 持仓不变 |
 芝加哥期权交易所CBOE |
| 2.28% | 1.44% | $204.9万 | 1.0万股 | $153.1万 | 9,000股 | +1,000股+11.11% | 加仓 |
 WorkdayWDAY |
| 2.17% | 1.68% | $195.5万 | 8,000股 | $178.8万 | 8,000股 | 00.00% | 持仓不变 |
 ALLISON TRANSMISSION IALSN |
| 2.14% | 2.49% | $192.1万 | 2.0万股 | $265.7万 | 3.5万股 | -1.5万股-42.86% | 减仓 |
 IQVIAIQV |
| 2.11% | 1.59% | $189.6万 | 8,000股 | $169.2万 | 8,000股 | 00.00% | 持仓不变 |
 VALERO ENERGY COMVLO |
| 2.1% | 2.06% | $189.0万 | 1.4万股 | $219.5万 | 1.4万股 | 00.00% | 持仓不变 |
 CAESARS ENTERTAINMENT NECZR |
| 2.09% | 1.68% | $187.8万 | 4.5万股 | $178.8万 | 4.5万股 | 00.00% | 持仓不变 |
 QUANTA SVCSPWR |
| 1.99% | 1.43% | $178.9万 | 6,000股 | $152.5万 | 6,000股 | 00.00% | 持仓不变 |
| B巴里克黄金GOLD |
| 1.77% | 1.25% | $159.1万 | 8.0万股 | $133.4万 | 8.0万股 | 00.00% | 持仓不变 |
 戴蒙德能源FANG |
| 1.73% | 1.69% | $155.2万 | 9,000股 | $180.2万 | 9,000股 | 00.00% | 持仓不变 |
 新思科技SNPS |
| 1.69% | 1.68% | $151.9万 | 3,000股 | $178.5万 | 3,000股 | 00.00% | 持仓不变 |
 FIRST HORIZONFHN |
| 1.55% | 1.04% | $139.8万 | 9.0万股 | $110.4万 | 7.0万股 | +2.0万股+28.57% | 加仓 |
 AMERICAN TOWER COMAMT |
| 1.55% | 1.09% | $139.5万 | 6,000股 | $116.6万 | 6,000股 | 00.00% | 持仓不变 |
 罗克韦尔自动化ROK |
| 1.49% | 1.29% | $134.2万 | 5,000股 | $137.6万 | 5,000股 | 00.00% | 持仓不变 |
 芝加哥商品交易所CME |
| 1.47% | 1.11% | $132.4万 | 6,000股 | $118.0万 | 6,000股 | 00.00% | 持仓不变 |
 Phillips 66PSX |
| 1.46% | 1.32% | $131.5万 | 1.0万股 | $141.2万 | 1.0万股 | 00.00% | 持仓不变 |
 KRAFT HEINZ COMKHC |
| 1.41% | 1.09% | $126.4万 | 3.6万股 | $116.0万 | 3.6万股 | 00.00% | 持仓不变 |
| LLITHIUM AMERS NEWLAC |
| 1.35% | 2.14% | $121.5万 | 45.0万股 | $227.8万 | 85.0万股 | -40.0万股-47.06% | 减仓 |
 IRON MTN DEL COMIRM |
| 1.32% | 0.84% | $118.8万 | 1.0万股 | $89.6万 | 1.0万股 | 00.00% | 持仓不变 |
 AEROVIRONMENTAVAV |
| 1.11% | 2.05% | $100.3万 | 5,000股 | $218.6万 | 1.2万股 | -7,000股-58.33% | 减仓 |
| EEXTREME NETWORKSEXTR |
| 1.07% | — | $96.2万 | 6.4万股 | $0 | 0股 | +6.4万股 | 新买入 |
 BioMarin制药BMRN |
| 1.02% | 1% | $91.4万 | 1.3万股 | $107.0万 | 1.3万股 | 00.00% | 持仓不变 |
 赛莱默XYL |
| 0.9% | 0.76% | $81.0万 | 6,000股 | $81.4万 | 6,000股 | 00.00% | 持仓不变 |
 HUNTINGTON BANCSHARES COMHBAN |
| 0.87% | 0.66% | $77.9万 | 5.3万股 | $69.9万 | 5.3万股 | 00.00% | 持仓不变 |
 雅保ALB |
| 0.84% | 0.72% | $75.8万 | 8,000股 | $76.4万 | 8,000股 | 00.00% | 持仓不变 |
 钢铁动力STLD |
| 0.84% | 0.73% | $75.6万 | 6,000股 | $77.7万 | 6,000股 | 00.00% | 持仓不变 |
 威廉姆斯WMB |
| 0.76% | 0.6% | $68.5万 | 1.5万股 | $63.8万 | 1.5万股 | 00.00% | 持仓不变 |
| B纽约梅隆银行BK |
| 0.72% | 0.51% | $64.7万 | 9,000股 | $53.9万 | 9,000股 | 00.00% | 持仓不变 |
 帕卡PCAR |
| 0.66% | — | $59.2万 | 6,000股 | $0 | 0股 | +6,000股 | 新买入 |
 福特F |
| 0.59% | 0.59% | $52.8万 | 5.0万股 | $62.7万 | 5.0万股 | 00.00% | 持仓不变 |
 爱迪生联合电气ED |
| 0.58% | — | $52.1万 | 5,000股 | $0 | 0股 | +5,000股 | 新买入 |
 Vulcan材料VMC |
| 0.56% | — | $50.1万 | 2,000股 | $0 | 0股 | +2,000股 | 新买入 |
 LYONDELLBASELL INDUSTRIES SHS - A -LYB |
| 0.53% | 0.45% | $48.0万 | 5,000股 | $47.8万 | 5,000股 | 00.00% | 持仓不变 |
| E爱克斯龙EXC |
| 0.5% | — | $44.6万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 道富·CORP COMSTT |
| 0.49% | 0.35% | $44.2万 | 5,000股 | $37.0万 | 5,000股 | 00.00% | 持仓不变 |
 FIFTH THIRD BANCORP COMFITB |
| 0.48% | — | $42.8万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
