 EquinixEQIX |
| 6.78% | 8.48% | $1.13亿 | 10.9万股 | $1.34亿 | 13.7万股 | -2.8万股-20.66% | 减仓 |
| AAMDOCS SHSDOX |
| 5.41% | 6.07% | $9,035.8万 | 178.8万股 | $9,619.7万 | 147.4万股 | +31.4万股+21.29% | 加仓 |
 AMERICAN TOWER COMAMT |
| 4.94% | — | $8,257.7万 | 50.5万股 | $0 | 0股 | +50.5万股 | 新买入 |
 Arista网络ANET |
| 4.15% | 3.89% | $6,934.6万 | 40.8万股 | $6,164.8万 | 50.2万股 | -9.4万股-18.70% | 减仓 |
 亚马逊AMZN |
| 3.96% | 3.94% | $6,623.6万 | 27.8万股 | $6,236.4万 | 29.9万股 | -2.2万股-7.19% | 减仓 |
 CienaCIEN |
| 3.82% | 3.24% | $6,375.0万 | 13.0万股 | $5,127.8万 | 13.2万股 | -2,127股-1.61% | 减仓 |
 AXON ENTERPRISEAXON |
| 3.79% | — | $6,329.0万 | 11.3万股 | $0 | 0股 | +11.3万股 | 新买入 |
 VertivVRT |
| 3.63% | 3.27% | $6,069.9万 | 18.1万股 | $5,181.7万 | 20.7万股 | -2.6万股-12.33% | 减仓 |
 Live NationLYV |
| 3.54% | 3.31% | $5,917.5万 | 32.3万股 | $5,244.1万 | 34.4万股 | -2.1万股-6.02% | 减仓 |
| SSEMTECHSMTC |
| 3.5% | 2.72% | $5,846.2万 | 36.1万股 | $4,314.4万 | 56.1万股 | -20.0万股-35.63% | 减仓 |
 IRON MTN DEL COMIRM |
| 3.46% | 3.25% | $5,774.0万 | 45.7万股 | $5,148.1万 | 50.4万股 | -4.7万股-9.30% | 减仓 |
 SBA通信SBAC |
| 3.38% | 6.33% | $5,651.3万 | 32.0万股 | $1.00亿 | 58.3万股 | -26.3万股-45.09% | 减仓 |
| EENTEGRISENTG |
| 3.25% | 1.52% | $5,424.4万 | 30.2万股 | $2,400.9万 | 20.5万股 | +9.7万股+47.27% | 加仓 |
 LumentumLITE |
| 3.23% | 3.02% | $5,393.9万 | 6.3万股 | $4,780.7万 | 6.8万股 | -5,166股-7.59% | 减仓 |
 英伟达NVDA |
| 3.18% | 3.35% | $5,312.9万 | 26.6万股 | $5,305.4万 | 30.4万股 | -3.9万股-12.72% | 减仓 |
 希捷STX |
| 3.18% | 2.67% | $5,310.1万 | 5.5万股 | $4,235.7万 | 10.8万股 | -5.3万股-49.11% | 减仓 |
 慧与HPEHPE |
| 3.07% | 3.56% | $5,134.7万 | 113.8万股 | $5,635.3万 | 236.7万股 | -122.9万股-51.91% | 减仓 |
 T-MOBILE US COMTMUS |
| 3.03% | — | $5,064.6万 | 30.2万股 | $0 | 0股 | +30.2万股 | 新买入 |
 WARNER MUSICWMG |
| 2.88% | 2.5% | $4,814.9万 | 177.9万股 | $3,965.2万 | 155.3万股 | +22.6万股+14.57% | 加仓 |
 NETFLIXNFLX |
| 2.81% | 2.96% | $4,694.2万 | 65.7万股 | $4,687.6万 | 48.8万股 | +17.0万股+34.85% | 加仓 |
 迪士尼DIS |
| 2.66% | 2.69% | $4,444.1万 | 46.2万股 | $4,266.0万 | 44.3万股 | +1.9万股+4.32% | 加仓 |
 QUANTA SVCSPWR |
| 2.39% | 3.08% | $3,997.2万 | 5.6万股 | $4,874.4万 | 8.9万股 | -3.3万股-37.47% | 减仓 |
 Bloom EnergyBE |
| 2.27% | 2.24% | $3,796.9万 | 12.5万股 | $3,553.2万 | 26.2万股 | -13.7万股-52.17% | 减仓 |
 赛富时CRM |
| 2.27% | 2.77% | $3,789.9万 | 24.2万股 | $4,393.0万 | 23.5万股 | +6,582股+2.80% | 加仓 |
 COMCAST NEW CL ACMCSA |
| 1.89% | 1.83% | $3,157.0万 | 128.6万股 | $2,893.9万 | 100.8万股 | +27.8万股+27.58% | 加仓 |
 ROGERS COMMUNICATIONSRCI |
| 1.76% | 2.74% | $2,948.1万 | 90.8万股 | $4,342.9万 | 112.9万股 | -22.1万股-19.56% | 减仓 |
 Invitation HomesINVH |
| 1.06% | 1.1% | $1,772.4万 | 58.7万股 | $1,743.7万 | 70.2万股 | -11.5万股-16.39% | 减仓 |
 U HAUL HOLDINGSCL |
| 0.95% | 0.98% | $1,592.3万 | 27.6万股 | $1,554.1万 | 34.8万股 | -7.2万股-20.68% | 减仓 |
 GAMING &LEISURE PGLPI |
| 0.93% | 0.97% | $1,558.6万 | 35.0万股 | $1,535.2万 | 34.6万股 | +4,000股+1.16% | 加仓 |
| J骏利·LIVING INCJAN |
| 0.93% | 0.61% | $1,555.7万 | 54.1万股 | $970.9万 | 41.2万股 | +12.9万股+31.40% | 加仓 |
| SSONIDA SENIOR LIVINGSNDA |
| 0.76% | 0.46% | $1,264.4万 | 31.0万股 | $730.1万 | 22.6万股 | +8.4万股+36.88% | 加仓 |
 AVALONBAY CMNTYS INC REITAVB |
| 0.75% | 0.05% | $1,255.7万 | 6.7万股 | $81.7万 | 5,000股 | +6.2万股+1,231.00% | 加仓 |
| PPROLOGIS COMPLD |
| 0.53% | 0.37% | $886.0万 | 6.5万股 | $591.5万 | 4.5万股 | +2.1万股+46.15% | 加仓 |
 Camden地产CPT |
| 0.52% | 0.53% | $871.3万 | 7.6万股 | $847.7万 | 8.7万股 | -1.1万股-12.33% | 减仓 |
 TERRENO RLTYTRNO |
| 0.51% | 0.52% | $848.5万 | 13.1万股 | $822.4万 | 13.4万股 | -2,900股-2.17% | 减仓 |
 MACERICHMAC |
| 0.44% | 0.5% | $742.3万 | 29.5万股 | $799.5万 | 42.3万股 | -12.8万股-30.33% | 减仓 |
| NNEXPOINT RESIDENTIAL TRNXRT |
| 0.43% | 0.31% | $723.7万 | 25.9万股 | $493.3万 | 19.7万股 | +6.2万股+31.38% | 加仓 |
 TELEPHONE & DATA SYSTDS |
| 0.42% | 0.21% | $698.9万 | 18.9万股 | $340.2万 | 8.1万股 | +10.8万股+133.70% | 加仓 |
 Extra SpaceEXR |
| 0.38% | — | $637.1万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
 COLLIERS INTLCIGI |
| 0.37% | 0.47% | $623.7万 | 6.7万股 | $740.7万 | 6.9万股 | -2,800股-4.04% | 减仓 |
 SMARTSTOP SELF STORAG REIT INC COMMON STOCKSMA |
| 0.35% | — | $592.2万 | 18.2万股 | $0 | 0股 | +18.2万股 | 新买入 |
 POSTAL REALTY TRUST CL APSTL |
| 0.35% | 0.27% | $586.6万 | 23.8万股 | $420.5万 | 22.7万股 | +1.1万股+5.07% | 加仓 |
| LLXP INDUSTRIAL TRUSTLXP |
| 0.28% | 0.72% | $474.7万 | 8.8万股 | $1,143.1万 | 24.7万股 | -15.9万股-64.35% | 减仓 |
| CCHIRON REAL ESTATE INC COM NEWXRN |
| 0.25% | — | $423.6万 | 11.3万股 | $0 | 0股 | +11.3万股 | 新买入 |
 AMERICAN HEALTHCARE REITAHR |
| 0.24% | — | $406.8万 | 7.8万股 | $0 | 0股 | +7.8万股 | 新买入 |
 DIGITAL RLTY TR COMDLR |
| 0.16% | 0.58% | $262.2万 | 1.5万股 | $919.1万 | 5.1万股 | -3.6万股-71.37% | 减仓 |
| EEPR PPTYS CONV PFD 9 SR E |
| 0.12% | 0.13% | $197.0万 | 6.2万股 | $206.9万 | 6.8万股 | -6,114股-8.98% | 减仓 |
| EEPR PPTYS |
| 0.12% | 0.17% | $192.2万 | 7.5万股 | $270.0万 | 11.9万股 | -4.4万股-37.18% | 减仓 |
 LAMAR ADVERTISINGLAMR |
| 0.11% | 0.12% | $187.2万 | 1.2万股 | $193.8万 | 1.5万股 | -3,300股-21.57% | 减仓 |
 EASTGROUP PPTYSEGP |
| 0.1% | 0.1% | $174.2万 | 8,600股 | $162.9万 | 8,800股 | -200股-2.27% | 减仓 |
