 英伟达NVDA |
| 2.35% | 1.55% | $2,591.6万 | 13.0万股 | $2,187.7万 | 13.3万股 | -3,021股-2.28% | 减仓 |
 SERVICE INTLSCI |
| 2.33% | 3.15% | $2,578.0万 | 33.9万股 | $4,449.8万 | 54.6万股 | -20.6万股-37.81% | 减仓 |
 VisaV |
| 2.12% | 2.65% | $2,340.0万 | 6.8万股 | $3,744.5万 | 12.5万股 | -5.7万股-45.42% | 减仓 |
 SMURFIT WESTROCK SHSSW |
| 1.99% | — | $2,202.1万 | 47.6万股 | $0 | 0股 | +47.6万股 | 新买入 |
 安桥ENB |
| 1.83% | 1.46% | $2,025.7万 | 37.4万股 | $2,065.3万 | 38.0万股 | -6,800股-1.79% | 减仓 |
 联合太平洋铁路UNP |
| 1.75% | 1.55% | $1,934.7万 | 7.1万股 | $2,196.2万 | 9.2万股 | -2.1万股-22.49% | 减仓 |
 可口可乐KO |
| 1.63% | 0.32% | $1,802.7万 | 22.2万股 | $450.2万 | 5.9万股 | +16.3万股+275.85% | 加仓 |
 谷歌AGOOGL |
| 1.63% | 0.74% | $1,798.6万 | 5.0万股 | $1,043.9万 | 3.8万股 | +1.2万股+31.86% | 加仓 |
 强生JNJ |
| 1.61% | 1.38% | $1,778.7万 | 7.0万股 | $1,953.0万 | 8.1万股 | -1.1万股-13.04% | 减仓 |
 US FOODSUSFD |
| 1.56% | 1.95% | $1,718.8万 | 16.8万股 | $2,749.5万 | 30.2万股 | -13.4万股-44.38% | 减仓 |
 WINTRUST FINLWTFC |
| 1.51% | 1.78% | $1,664.7万 | 10.4万股 | $2,509.1万 | 18.8万股 | -8.4万股-44.84% | 减仓 |
 WASTE CONNECTIONSWCN |
| 1.47% | 2.13% | $1,625.9万 | 9.8万股 | $3,014.5万 | 18.6万股 | -8.9万股-47.62% | 减仓 |
 联合健康UNH |
| 1.41% | 0.71% | $1,558.2万 | 3.7万股 | $998.6万 | 3.8万股 | -645股-1.69% | 减仓 |
 林德LIN |
| 1.37% | 1.02% | $1,511.7万 | 2.9万股 | $1,447.7万 | 2.9万股 | +140股+0.48% | 加仓 |
 摩根大通JPM |
| 1.35% | 0.82% | $1,493.3万 | 4.6万股 | $1,162.4万 | 4.1万股 | +4,680股+11.43% | 加仓 |
 爱迪生国际EIX |
| 1.31% | 0.98% | $1,448.8万 | 19.5万股 | $1,387.9万 | 19.3万股 | +1,600股+0.83% | 加仓 |
 联合包裹UPSUPS |
| 1.29% | — | $1,428.7万 | 13.3万股 | $0 | 0股 | +13.3万股 | 新买入 |
 ALTRIAMO |
| 1.29% | 0.92% | $1,422.5万 | 19.8万股 | $1,296.7万 | 19.4万股 | +4,200股+2.17% | 加仓 |
| AATIATI |
| 1.28% | — | $1,417.7万 | 7.2万股 | $0 | 0股 | +7.2万股 | 新买入 |
 IDEXIEX |
| 1.27% | 1.65% | $1,403.7万 | 6.2万股 | $2,326.2万 | 12.7万股 | -6.5万股-51.16% | 减仓 |
 默沙东MRK |
| 1.27% | 0.93% | $1,400.9万 | 10.9万股 | $1,311.3万 | 11.1万股 | -2,000股-1.80% | 减仓 |
 Vulcan材料VMC |
| 1.25% | 1.47% | $1,382.1万 | 4.7万股 | $2,077.7万 | 7.8万股 | -3.1万股-39.80% | 减仓 |
 摩根士丹利MS |
| 1.25% | — | $1,375.5万 | 6.6万股 | $0 | 0股 | +6.6万股 | 新买入 |
 GALLAGHER ARTHUR J & COMAJG |
| 1.24% | 1.52% | $1,371.3万 | 6.0万股 | $2,144.3万 | 9.9万股 | -4.0万股-39.82% | 减仓 |
 Tc Energy Corp COMMONTRP |
| 1.24% | 1.08% | $1,370.9万 | 20.7万股 | $1,528.7万 | 24.3万股 | -3.6万股-14.76% | 减仓 |
 IQVIAIQV |
| 1.23% | 1.63% | $1,354.7万 | 7.0万股 | $2,310.4万 | 13.9万股 | -6.9万股-49.57% | 减仓 |
| EESCO TECHNOLOGIESESE |
| 1.21% | 0.03% | $1,340.1万 | 3.8万股 | $43.5万 | 1,615股 | +3.7万股+2,270.53% | 加仓 |
 PROSPERITY BANCSHARESPB |
| 1.2% | 1.77% | $1,322.4万 | 18.1万股 | $2,506.7万 | 38.2万股 | -20.1万股-52.57% | 减仓 |
 雷蒙德詹姆斯RJF |
| 1.19% | 1.75% | $1,315.4万 | 8.7万股 | $2,473.7万 | 17.6万股 | -8.9万股-50.70% | 减仓 |
| HHEALTHEQUITYHQY |
| 1.19% | 1.66% | $1,311.8万 | 14.5万股 | $2,346.5万 | 28.8万股 | -14.3万股-49.54% | 减仓 |
 Live NationLYV |
| 1.17% | 1.24% | $1,297.2万 | 7.1万股 | $1,749.5万 | 11.8万股 | -4.7万股-39.80% | 减仓 |
 CorpayCPAY |
| 1.15% | 1.86% | $1,270.3万 | 3.8万股 | $2,635.3万 | 9.1万股 | -5.3万股-57.95% | 减仓 |
 IDEXX LABS COMIDXX |
| 1.13% | 1.42% | $1,245.1万 | 2.4万股 | $2,005.3万 | 3.6万股 | -1.2万股-34.31% | 减仓 |
 联邦快递FDX |
| 1.12% | 0.4% | $1,238.4万 | 4.0万股 | $563.7万 | 1.7万股 | +2.3万股+139.70% | 加仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 1.12% | 0.9% | $1,232.6万 | 14.2万股 | $1,273.7万 | 16.4万股 | -2.1万股-13.10% | 减仓 |
 万豪MAR |
| 1.1% | 1.46% | $1,219.7万 | 3.3万股 | $2,064.2万 | 6.5万股 | -3.2万股-49.06% | 减仓 |
| SSITEONE LANDSCAPE SUPPLYSITE |
| 1.1% | 1.89% | $1,216.9万 | 10.6万股 | $2,670.3万 | 20.5万股 | -9.9万股-48.21% | 减仓 |
 FULLER H BFUL |
| 1.1% | 1.72% | $1,214.5万 | 20.8万股 | $2,425.7万 | 40.8万股 | -19.9万股-48.89% | 减仓 |
 DESCARTES SYSDSGX |
| 1.1% | 1.59% | $1,213.1万 | 17.5万股 | $2,253.3万 | 31.8万股 | -14.2万股-44.82% | 减仓 |
| CCBRE CL ACBRE |
| 1.1% | 1.41% | $1,209.3万 | 9.0万股 | $1,988.3万 | 14.9万股 | -5.9万股-39.83% | 减仓 |
 KIRBYKEX |
| 1.08% | 0.64% | $1,187.3万 | 8.7万股 | $902.0万 | 6.7万股 | +2.0万股+29.90% | 加仓 |
| TTETRA TECH NEWTTEK |
| 1.07% | 1.7% | $1,179.9万 | 40.8万股 | $2,397.4万 | 80.6万股 | -39.7万股-49.30% | 减仓 |
| CCOMFORT SYS USAFIX |
| 1.06% | 0.43% | $1,175.3万 | 5,930股 | $603.6万 | 4,750股 | +1,180股+24.84% | 加仓 |
| RROLLINS COMROL |
| 1.06% | 1.74% | $1,165.0万 | 27.9万股 | $2,462.8万 | 46.4万股 | -18.5万股-39.85% | 减仓 |
| MMEDLINE COM CL AMDLN |
| 1.03% | 1.17% | $1,138.5万 | 28.9万股 | $1,649.7万 | 38.7万股 | -9.8万股-25.39% | 减仓 |
 IRIDIUM COMMUNICATIONS IIRDM |
| 1.03% | — | $1,131.9万 | 20.6万股 | $0 | 0股 | +20.6万股 | 新买入 |
 嘉信理财SCHW |
| 1% | 1.31% | $1,100.7万 | 11.9万股 | $1,844.7万 | 19.8万股 | -7.9万股-39.83% | 减仓 |
 捷普JBL |
| 1% | 0.42% | $1,100.5万 | 2.9万股 | $600.2万 | 2.4万股 | +4,300股+17.73% | 加仓 |
 辉瑞PFE |
| 0.99% | 0.91% | $1,095.2万 | 45.5万股 | $1,282.1万 | 46.2万股 | -7,000股-1.52% | 减仓 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 0.98% | 0.84% | $1,079.4万 | 12.4万股 | $1,180.3万 | 18.5万股 | -6.1万股-33.09% | 减仓 |
