 美光科技MU |
| 0.92% | 0.43% | $396.8万 | 3,438股 | $156.3万 | 4,625股 | -1,187股-25.66% | 减仓 |
 DatadogDDOG |
| 0.82% | — | $353.8万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 迈威尔MRVL |
| 0.79% | — | $339.4万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 因赛特INCY |
| 0.78% | 0.71% | $334.9万 | 3.0万股 | $255.9万 | 2.7万股 | +2,355股+8.66% | 加仓 |
 应用材料AMAT |
| 0.75% | 0.54% | $321.9万 | 4,452股 | $195.0万 | 5,704股 | -1,252股-21.95% | 减仓 |
 AMD超威AMD |
| 0.73% | 0.42% | $312.8万 | 5,385股 | $153.2万 | 7,529股 | -2,144股-28.48% | 减仓 |
 AMGEN COMAMGN |
| 0.72% | 0.78% | $310.4万 | 8,572股 | $283.5万 | 8,056股 | +516股+6.41% | 加仓 |
 德文能源DVN |
| 0.72% | — | $309.3万 | 7.5万股 | $0 | 0股 | +7.5万股 | 新买入 |
 泛林集团LRCX |
| 0.7% | 0.47% | $300.9万 | 6,944股 | $170.0万 | 7,958股 | -1,014股-12.74% | 减仓 |
 阿里拉姆制药ALNY |
| 0.7% | 0.68% | $299.6万 | 9,953股 | $247.2万 | 7,471股 | +2,482股+33.22% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.69% | 0.79% | $295.2万 | 2.3万股 | $285.3万 | 2.0万股 | +2,895股+14.14% | 加仓 |
 西部数据WDC |
| 0.67% | — | $287.4万 | 4,499股 | $0 | 0股 | +4,499股 | 新买入 |
 科磊KLAC |
| 0.67% | 0.48% | $286.0万 | 9,480股 | $172.7万 | 1,173股 | +8,307股+708.18% | 加仓 |
 康宁GLW |
| 0.64% | — | $274.0万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 再生元REGN |
| 0.63% | 0.77% | $269.4万 | 4,320股 | $278.0万 | 3,598股 | +722股+20.07% | 加仓 |
 UNITED AIRLS COMUAL |
| 0.62% | — | $266.7万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 NetAppNTAP |
| 0.6% | — | $257.2万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 礼来LLY |
| 0.58% | 0.46% | $248.8万 | 2,074股 | $168.0万 | 1,826股 | +248股+13.58% | 加仓 |
 达美航空DAL |
| 0.58% | 0.53% | $247.5万 | 2.6万股 | $190.8万 | 2.9万股 | -2,265股-7.89% | 减仓 |
 ILLUMINAILMN |
| 0.57% | — | $246.6万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 HEICOHEI |
| 0.56% | 0.42% | $241.2万 | 6,772股 | $153.7万 | 5,605股 | +1,167股+20.82% | 加仓 |
 思科CSCO |
| 0.56% | 0.52% | $239.8万 | 2.0万股 | $187.1万 | 2.4万股 | -3,701股-15.34% | 减仓 |
 卡特彼勒CAT |
| 0.54% | — | $231.4万 | 2,173股 | $0 | 0股 | +2,173股 | 新买入 |
| MMONSTER BEVERAGE NEW COMMNST |
| 0.53% | 0.47% | $225.4万 | 2.3万股 | $168.9万 | 2.3万股 | +139股+0.60% | 加仓 |
 ROYAL CARIBBEANRCL |
| 0.51% | 0.5% | $221.0万 | 6,961股 | $179.7万 | 6,530股 | +431股+6.60% | 加仓 |
 WILLIAMS SONOMAWSM |
| 0.51% | 0.46% | $218.7万 | 9,383股 | $166.2万 | 9,113股 | +270股+2.96% | 加仓 |
 爱迪生国际EIX |
| 0.5% | 0.67% | $215.8万 | 2.9万股 | $241.2万 | 3.3万股 | -3,978股-12.07% | 减仓 |
 FIRST SOLAR COMFSLR |
| 0.5% | 0.44% | $215.4万 | 9,127股 | $159.2万 | 8,073股 | +1,054股+13.06% | 加仓 |
 RobinhoodHOOD |
| 0.5% | 0.34% | $215.3万 | 2.1万股 | $125.0万 | 1.8万股 | +3,434股+19.04% | 加仓 |
 WEST PHARMACEUTICAL SVSCWST |
| 0.5% | — | $214.1万 | 5,965股 | $0 | 0股 | +5,965股 | 新买入 |
 安费诺APH |
| 0.5% | 0.4% | $213.8万 | 1.2万股 | $144.2万 | 1.1万股 | +713股+6.25% | 加仓 |
 UNITED RENTALSURI |
| 0.5% | 0.42% | $212.6万 | 1,877股 | $152.3万 | 2,091股 | -214股-10.23% | 减仓 |
 固安捷GWW |
| 0.49% | — | $211.5万 | 1,555股 | $0 | 0股 | +1,555股 | 新买入 |
 默沙东MRK |
| 0.49% | 0.58% | $210.1万 | 1.6万股 | $211.5万 | 1.8万股 | -1,233股-7.01% | 减仓 |
 AGILENT TECHNOLOGIES COMA |
| 0.48% | — | $207.1万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 通用动力GD |
| 0.48% | 0.49% | $204.4万 | 5,769股 | $177.7万 | 5,176股 | +593股+11.46% | 加仓 |
 QUANTA SVCSPWR |
| 0.47% | 0.6% | $203.6万 | 2,827股 | $217.4万 | 3,959股 | -1,132股-28.59% | 减仓 |
 PRICE T ROWE COMTROW |
| 0.47% | — | $202.1万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 FIFTH THIRD BANCORP COMFITB |
| 0.47% | — | $201.9万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
| AAPPLOVINAPP |
| 0.47% | 0.38% | $201.7万 | 3,915股 | $138.9万 | 3,491股 | +424股+12.15% | 加仓 |
 CINCINNATI FINL COMCINF |
| 0.47% | 0.52% | $201.4万 | 1.1万股 | $189.2万 | 1.2万股 | -1,142股-9.50% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.47% | 0.46% | $200.9万 | 5,354股 | $165.6万 | 5,960股 | -606股-10.17% | 减仓 |
| EEBAY COMEBAY |
| 0.47% | 0.5% | $200.8万 | 1.8万股 | $181.4万 | 2.0万股 | -1,965股-9.86% | 减仓 |
 HOWMET AEROSPACE COMHWM |
| 0.47% | 0.56% | $200.5万 | 7,458股 | $202.9万 | 8,805股 | -1,347股-15.30% | 减仓 |
 SIMON PPTY NEW COMSPG |
| 0.47% | — | $200.3万 | 8,956股 | $0 | 0股 | +8,956股 | 新买入 |
 好事达ALL |
| 0.47% | 0.56% | $200.3万 | 8,416股 | $202.0万 | 9,743股 | -1,327股-13.62% | 减仓 |
| EEXPEDITORS INTL WASHEXPE |
| 0.46% | 0.47% | $198.3万 | 1.2万股 | $171.6万 | 1.2万股 | +187股+1.56% | 加仓 |
 雷神技术RTX |
| 0.46% | — | $197.2万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 METLIFE COMMET |
| 0.46% | — | $196.3万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 TRAVELERS COSTRV |
| 0.46% | 0.54% | $195.9万 | 5,934股 | $196.8万 | 6,746股 | -812股-12.04% | 减仓 |
