 英伟达NVDA |
| 2.98% | 3.07% | $3.37亿 | 168.2万股 | $3.06亿 | 175.4万股 | -7.2万股-4.12% | 减仓 |
 礼来LLY |
| 2.53% | 2.32% | $2.86亿 | 23.9万股 | $2.31亿 | 25.1万股 | -1.2万股-4.94% | 减仓 |
 谷歌AGOOGL |
| 2.52% | 2.4% | $2.85亿 | 79.7万股 | $2.39亿 | 83.2万股 | -3.5万股-4.25% | 减仓 |
 台积电TSM |
| 2.04% | 1.73% | $2.31亿 | 48.4万股 | $1.72亿 | 51.0万股 | -2.7万股-5.25% | 减仓 |
 苹果AAPL |
| 1.85% | 1.92% | $2.10亿 | 72.5万股 | $1.91亿 | 75.2万股 | -2.7万股-3.64% | 减仓 |
 MONOLITHIC PWR SYSMPWR |
| 1.77% | 1.53% | $2.00亿 | 14.5万股 | $1.52亿 | 13.9万股 | +5,622股+4.03% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 1.72% | 2.11% | $1.94亿 | 87.7万股 | $2.10亿 | 110.9万股 | -23.2万股-20.91% | 减仓 |
 康明斯CMI |
| 1.63% | 1.45% | $1.84亿 | 25.8万股 | $1.44亿 | 26.9万股 | -1.1万股-3.95% | 减仓 |
 纽柯钢铁NUE |
| 1.47% | 1.45% | $1.67亿 | 74.8万股 | $1.44亿 | 85.2万股 | -10.4万股-12.21% | 减仓 |
 亚马逊AMZN |
| 1.47% | 1.51% | $1.66亿 | 69.9万股 | $1.50亿 | 72.1万股 | -2.3万股-3.12% | 减仓 |
 伊顿ETN |
| 1.45% | 1.31% | $1.64亿 | 38.6万股 | $1.30亿 | 36.4万股 | +2.2万股+6.05% | 加仓 |
| VVALMONT INDSVMI |
| 1.26% | 1.01% | $1.43亿 | 24.7万股 | $1.01亿 | 25.3万股 | -5,147股-2.04% | 减仓 |
 UNITED RENTALSURI |
| 1.25% | 0.96% | $1.41亿 | 12.5万股 | $9,540.3万 | 13.1万股 | -6,279股-4.80% | 减仓 |
| S新美亚SANM |
| 1.22% | 0.99% | $1.38亿 | 54.7万股 | $9,883.3万 | 76.2万股 | -21.6万股-28.29% | 减仓 |
 埃克森美孚XOM |
| 1.17% | 1.82% | $1.32亿 | 96.7万股 | $1.81亿 | 106.9万股 | -10.2万股-9.54% | 减仓 |
 摩根大通JPM |
| 1.17% | 1.23% | $1.32亿 | 40.3万股 | $1.23亿 | 41.8万股 | -1.4万股-3.45% | 减仓 |
 应用材料AMAT |
| 1.11% | 0.69% | $1.26亿 | 17.4万股 | $6,887.2万 | 20.2万股 | -2.8万股-13.81% | 减仓 |
 SENSIENT TECHNOLOGIESSXT |
| 1.1% | 0.78% | $1.25亿 | 101.0万股 | $7,795.5万 | 90.2万股 | +10.9万股+12.04% | 加仓 |
| CCUSHMAN AND WAKEFIELDCWK |
| 1.1% | 1.11% | $1.24亿 | 925.3万股 | $1.11亿 | 904.8万股 | +20.5万股+2.27% | 加仓 |
 嘉信理财SCHW |
| 1.09% | 1.3% | $1.23亿 | 133.7万股 | $1.29亿 | 137.4万股 | -3.7万股-2.69% | 减仓 |
 CARLISLE COSCSL |
| 1.08% | 0.97% | $1.23亿 | 33.8万股 | $9,645.5万 | 28.9万股 | +4.9万股+17.00% | 加仓 |
 VisaV |
| 1.07% | 1.13% | $1.21亿 | 35.4万股 | $1.12亿 | 37.2万股 | -1.8万股-4.80% | 减仓 |
 REVVITYRVTY |
| 1.06% | 0.41% | $1.20亿 | 108.0万股 | $4,041.1万 | 46.1万股 | +61.9万股+134.19% | 加仓 |
| MMOOGMOG/A |
| 1.06% | — | $1.20亿 | 28.3万股 | $0 | 0股 | +28.3万股 | 新买入 |
 GATXGATX |
| 1.01% | 1.02% | $1.14亿 | 64.3万股 | $1.02亿 | 59.8万股 | +4.5万股+7.59% | 加仓 |
 ROSS STORES COMROST |
| 1% | 1.14% | $1.13亿 | 53.0万股 | $1.13亿 | 52.3万股 | +7,090股+1.35% | 加仓 |
 ILLUMINAILMN |
| 0.99% | 1.07% | $1.12亿 | 63.8万股 | $1.06亿 | 86.4万股 | -22.6万股-26.17% | 减仓 |
| CCOCA COLA CONSCOKE |
| 0.94% | 0.85% | $1.06亿 | 55.4万股 | $8,505.9万 | 44.4万股 | +11.0万股+24.91% | 加仓 |
| GGARRETT MOTIONGTX |
| 0.93% | — | $1.06亿 | 291.7万股 | $0 | 0股 | +291.7万股 | 新买入 |
 新思科技SNPS |
| 0.92% | 0.98% | $1.04亿 | 23.3万股 | $9,722.4万 | 24.5万股 | -1.2万股-4.83% | 减仓 |
 迈威尔MRVL |
| 0.92% | 0.47% | $1.04亿 | 34.8万股 | $4,674.0万 | 47.2万股 | -12.4万股-26.19% | 减仓 |
| JJBT MARELJBTM |
| 0.91% | 0.85% | $1.03亿 | 71.2万股 | $8,497.6万 | 66.5万股 | +4.7万股+7.11% | 加仓 |
 CLEAN HARBORSCLH |
| 0.9% | 1.11% | $1.02亿 | 34.2万股 | $1.11亿 | 38.7万股 | -4.4万股-11.41% | 减仓 |
 哈勃HUBB |
| 0.87% | 0.92% | $9,862.7万 | 18.9万股 | $9,166.6万 | 18.7万股 | +1,715股+0.92% | 加仓 |
 ShopifySHOP |
| 0.84% | 1.2% | $9,522.0万 | 83.4万股 | $1.19亿 | 100.6万股 | -17.2万股-17.08% | 减仓 |
| WWARBY PARKERWRBY |
| 0.83% | 0.64% | $9,427.3万 | 310.7万股 | $6,380.6万 | 302.8万股 | +7.9万股+2.61% | 加仓 |
| VVALVOLINE COMVVV |
| 0.82% | 0.97% | $9,270.9万 | 234.5万股 | $9,706.6万 | 288.2万股 | -53.7万股-18.64% | 减仓 |
 Vulcan材料VMC |
| 0.8% | 0.84% | $9,099.9万 | 30.8万股 | $8,368.4万 | 30.7万股 | +1,140股+0.37% | 加仓 |
 SELECTIVE INSSIGI |
| 0.8% | 0.35% | $9,034.9万 | 93.1万股 | $3,499.9万 | 46.4万股 | +46.7万股+100.62% | 加仓 |
| QQNITY ELECTRONICS COMMON STOCKQ |
| 0.77% | — | $8,751.5万 | 53.6万股 | $0 | 0股 | +53.6万股 | 新买入 |
| SSANDISK COMSNDK |
| 0.77% | 0.37% | $8,661.3万 | 3.8万股 | $3,637.6万 | 5.7万股 | -1.9万股-33.47% | 减仓 |
 BURLINGTON STORES COMBURL |
| 0.76% | 1.12% | $8,600.4万 | 27.1万股 | $1.12亿 | 34.3万股 | -7.1万股-20.79% | 减仓 |
| AARTISAN PARTNERS ASSET MGMT I CL AAPAM |
| 0.75% | 0.95% | $8,517.8万 | 246.7万股 | $9,417.5万 | 258.8万股 | -12.1万股-4.68% | 减仓 |
 EVERGY COMEVRG |
| 0.74% | 0.8% | $8,405.1万 | 97.2万股 | $7,924.2万 | 96.7万股 | +5,175股+0.53% | 加仓 |
 ALLIANT ENERGY COMLNT |
| 0.74% | 0.79% | $8,384.5万 | 109.9万股 | $7,844.5万 | 109.3万股 | +5,870股+0.54% | 加仓 |
 美高梅MGM |
| 0.74% | — | $8,359.2万 | 174.8万股 | $0 | 0股 | +174.8万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.73% | 0.84% | $8,296.3万 | 16.6万股 | $8,342.0万 | 17.4万股 | -8,285股-4.76% | 减仓 |
 波音BA |
| 0.73% | 0.82% | $8,291.1万 | 38.3万股 | $8,120.9万 | 40.8万股 | -2.5万股-6.13% | 减仓 |
| EELEMENT SOLUTIONSESI |
| 0.73% | 1.22% | $8,254.7万 | 172.9万股 | $1.21亿 | 355.2万股 | -182.3万股-51.33% | 减仓 |
 SPIRESR |
| 0.73% | 0.77% | $8,209.6万 | 105.1万股 | $7,711.6万 | 85.2万股 | +20.0万股+23.43% | 加仓 |
