 Vulcan材料VMC |
| 1.43% | — | $622.2万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 英伟达NVDA |
| 1.25% | 1.2% | $544.4万 | 2.7万股 | $456.3万 | 2.6万股 | +1,046股+4.00% | 加仓 |
 ARCHER DANIELS MIDLAND COMADM |
| 1.23% | — | $533.5万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
 ALKERMESALKS |
| 1.15% | — | $501.6万 | 9.6万股 | $0 | 0股 | +9.6万股 | 新买入 |
 帕兰提尔PLTR |
| 1.14% | 0.9% | $495.8万 | 4.2万股 | $340.2万 | 2.3万股 | +1.9万股+82.70% | 加仓 |
 泛林集团LRCX |
| 1.09% | 0.21% | $472.5万 | 1.1万股 | $80.3万 | 3,760股 | +7,145股+190.03% | 加仓 |
 美光科技MU |
| 1.05% | 0.85% | $455.3万 | 3,944股 | $321.8万 | 9,526股 | -5,582股-58.60% | 减仓 |
 苹果AAPL |
| 1% | 0.97% | $434.8万 | 1.5万股 | $366.5万 | 1.4万股 | +586股+4.06% | 加仓 |
| PPATTERSON-UTI ENERGYPTEN |
| 1% | 0.8% | $434.3万 | 47.3万股 | $301.9万 | 27.9万股 | +19.4万股+69.70% | 加仓 |
| UULTRA CLEANUCTT |
| 0.99% | — | $429.4万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| LLYFT INC CLASS ALYFT |
| 0.97% | 0.11% | $423.5万 | 29.0万股 | $40.0万 | 3.0万股 | +26.0万股+864.93% | 加仓 |
 Elevance健康ELV |
| 0.97% | 0.21% | $422.4万 | 1.1万股 | $79.7万 | 2,722股 | +8,200股+301.25% | 加仓 |
 SIMMONS FIRST NATLSFNC |
| 0.97% | — | $421.9万 | 18.6万股 | $0 | 0股 | +18.6万股 | 新买入 |
 国际纸业IP |
| 0.97% | 0.09% | $421.7万 | 11.1万股 | $33.3万 | 9,319股 | +10.1万股+1,087.72% | 加仓 |
| AAGCOAGCO |
| 0.97% | 0.61% | $420.0万 | 3.5万股 | $232.6万 | 2.0万股 | +1.5万股+74.83% | 加仓 |
| AALLEGIANT TRAVELALGT |
| 0.97% | — | $419.8万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
 AMERICAN INTL COM NEWAIG |
| 0.97% | 0.41% | $419.5万 | 5.6万股 | $155.6万 | 2.1万股 | +3.6万股+172.21% | 加仓 |
| MMIRUM PHARMACEUTICALSMIRM |
| 0.97% | — | $419.4万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
 POLARISPII |
| 0.96% | — | $418.7万 | 6.1万股 | $0 | 0股 | +6.1万股 | 新买入 |
 TUTOR PERINITPC |
| 0.95% | — | $412.5万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
| CCALIFORNIA RESCRC |
| 0.93% | — | $404.6万 | 7.7万股 | $0 | 0股 | +7.7万股 | 新买入 |
| TTTM TECHNOLOGIESTTMI |
| 0.92% | — | $400.2万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
| CCHEMOURSCC |
| 0.92% | — | $397.9万 | 19.4万股 | $0 | 0股 | +19.4万股 | 新买入 |
 BOYD GAMINGBYD |
| 0.91% | 0.25% | $394.0万 | 4.5万股 | $95.1万 | 1.2万股 | +3.3万股+285.44% | 加仓 |
 CNH INDLCNH |
| 0.85% | 0.26% | $368.0万 | 32.8万股 | $97.8万 | 8.9万股 | +23.9万股+268.78% | 加仓 |
 CELANESE DELCE |
| 0.83% | 0.79% | $362.6万 | 7.9万股 | $301.2万 | 4.6万股 | +3.3万股+72.11% | 加仓 |
 Meta平台META |
| 0.8% | — | $348.1万 | 6,180股 | $0 | 0股 | +6,180股 | 新买入 |
 辉瑞PFE |
| 0.8% | — | $348.1万 | 14.5万股 | $0 | 0股 | +14.5万股 | 新买入 |
 KNIGHT-SWIFT TRANSN CL AKNX |
| 0.79% | — | $343.1万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
 ServiceNowNOW |
| 0.77% | — | $333.5万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
| DDNOWDNOW |
| 0.76% | — | $332.1万 | 25.6万股 | $0 | 0股 | +25.6万股 | 新买入 |
 自由港麦克莫兰FCX |
| 0.76% | 0.81% | $330.8万 | 5.3万股 | $305.4万 | 5.2万股 | +649股+1.25% | 加仓 |
| VVICORVICR |
| 0.76% | 0.63% | $330.1万 | 8,692股 | $240.1万 | 1.5万股 | -6,220股-41.71% | 减仓 |
| AAXT·INCAXTI |
| 0.75% | 0.14% | $328.0万 | 4.5万股 | $54.5万 | 9,565股 | +3.6万股+375.68% | 加仓 |
 百时美施贵宝BMY |
| 0.72% | 0.41% | $313.5万 | 5.4万股 | $155.6万 | 2.6万股 | +2.9万股+112.02% | 加仓 |
 VAIL RESORTSMTN |
| 0.72% | 0.71% | $312.9万 | 2.3万股 | $268.5万 | 2.1万股 | +2,061股+9.85% | 加仓 |
 可口可乐KO |
| 0.71% | 0.78% | $307.1万 | 3.8万股 | $293.8万 | 3.9万股 | -850股-2.20% | 减仓 |
 PERIMETER SOLUTIONSPRM |
| 0.71% | 0.73% | $306.8万 | 8.6万股 | $278.4万 | 11.4万股 | -2.8万股-24.53% | 减仓 |
| GGE医疗GEHC |
| 0.7% | — | $302.8万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
 AMERICAN FINANCIALAFG |
| 0.69% | 0.58% | $300.5万 | 2.1万股 | $219.1万 | 1.7万股 | +4,315股+25.15% | 加仓 |
 波音BA |
| 0.69% | 0.75% | $300.2万 | 1.4万股 | $285.8万 | 1.4万股 | -495股-3.45% | 减仓 |
| WWisdomTree·INCWT |
| 0.67% | — | $290.2万 | 17.1万股 | $0 | 0股 | +17.1万股 | 新买入 |
 英特尔INTC |
| 0.65% | 0.85% | $281.1万 | 2.0万股 | $320.9万 | 7.3万股 | -5.3万股-72.32% | 减仓 |
| CCOEUR MNGCDE |
| 0.64% | — | $276.5万 | 16.9万股 | $0 | 0股 | +16.9万股 | 新买入 |
 雷神技术RTX |
| 0.63% | 0.37% | $273.0万 | 1.4万股 | $138.5万 | 7,178股 | +7,211股+100.46% | 加仓 |
| CCALLAWAY GOLFCALY |
| 0.63% | 0.25% | $272.5万 | 14.5万股 | $94.0万 | 6.8万股 | +7.7万股+114.16% | 加仓 |
 迈威尔MRVL |
| 0.61% | 0.21% | $265.2万 | 8,904股 | $80.2万 | 8,094股 | +810股+10.01% | 加仓 |
| KKARMANKRMN |
| 0.61% | 0.1% | $264.6万 | 5.3万股 | $39.6万 | 4,945股 | +4.8万股+971.99% | 加仓 |
 BRIGHT HORIZONS FAM SOL IN DBFAM |
| 0.61% | — | $264.0万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
 NETFLIXNFLX |
| 0.6% | 0.71% | $260.5万 | 3.6万股 | $269.6万 | 2.8万股 | +8,447股+30.13% | 加仓 |
