 HEICOHEI |
| 8.47% | 7.75% | $2.07亿 | 80.4万股 | $1.74亿 | 82.6万股 | -2.2万股-2.61% | 减仓 |
| RRBC BEARINGSRBC |
| 7.63% | 8.3% | $1.87亿 | 29.0万股 | $1.87亿 | 34.4万股 | -5.4万股-15.57% | 减仓 |
 TELEDYNE TECHNOLOGIESTDY |
| 6.65% | 6.75% | $1.63亿 | 24.4万股 | $1.52亿 | 25.1万股 | -6,566股-2.62% | 减仓 |
 安费诺APH |
| 5.35% | 4.57% | $1.31亿 | 74.4万股 | $1.03亿 | 81.3万股 | -6.9万股-8.47% | 减仓 |
| SSPX TECHNOLOGIESSPXC |
| 4.46% | 4.09% | $1.09亿 | 44.5万股 | $9,203.0万 | 46.0万股 | -1.5万股-3.27% | 减仓 |
 AMETEK COMAME |
| 4.18% | 4.12% | $1.02亿 | 42.3万股 | $9,265.6万 | 43.2万股 | -8,870股-2.05% | 减仓 |
 Watts水技术WTS |
| 3.98% | 3.32% | $9,743.0万 | 24.9万股 | $7,472.2万 | 25.7万股 | -8,510股-3.31% | 减仓 |
 林德LIN |
| 3.56% | 3.77% | $8,730.5万 | 16.8万股 | $8,473.5万 | 17.1万股 | -2,681股-1.57% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 3.49% | 3.87% | $8,548.8万 | 92.8万股 | $8,700.9万 | 94.3万股 | -1.4万股-1.51% | 减仓 |
 SIMPSON MFGSSD |
| 3.37% | 3.11% | $8,256.3万 | 39.4万股 | $7,003.3万 | 40.8万股 | -1.4万股-3.35% | 减仓 |
 派克汉尼汾PH |
| 3.31% | 3.37% | $8,110.8万 | 8.3万股 | $7,577.1万 | 8.5万股 | -1,716股-2.03% | 减仓 |
| RRLIRLI |
| 3.24% | 3.52% | $7,949.9万 | 134.6万股 | $7,914.3万 | 138.8万股 | -4.2万股-3.00% | 减仓 |
 GRACOGGG |
| 2.73% | 3.45% | $6,697.4万 | 88.6万股 | $7,757.3万 | 91.6万股 | -3.1万股-3.34% | 减仓 |
| CCACI国际CACI |
| 2.28% | 2.48% | $5,594.8万 | 12.1万股 | $5,574.8万 | 10.3万股 | +1.8万股+17.82% | 加仓 |
 ATMUS FILTRATION TECHNOLOGIEATMU |
| 2.15% | 2.29% | $5,273.9万 | 103.4万股 | $5,158.6万 | 90.9万股 | +12.6万股+13.82% | 加仓 |
 PROGRESSIVEPGR |
| 2.12% | 2.15% | $5,194.9万 | 23.8万股 | $4,843.7万 | 24.4万股 | -6,527股-2.67% | 减仓 |
 万事达MA |
| 2.04% | 2.2% | $5,009.4万 | 9.8万股 | $4,940.0万 | 9.9万股 | -1,332股-1.35% | 减仓 |
 伊顿ETN |
| 1.97% | 1.71% | $4,838.6万 | 11.4万股 | $3,843.3万 | 10.7万股 | +6,097股+5.67% | 加仓 |
 iShares安硕·MBSACGL |
| 1.97% | 2.17% | $4,823.5万 | 49.7万股 | $4,882.6万 | 50.9万股 | -1.2万股-2.30% | 减仓 |
 HSBC SPON ADR NEWHSBC |
| 1.96% | 2.21% | $4,796.2万 | 47.1万股 | $4,968.4万 | 58.0万股 | -10.9万股-18.77% | 减仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 1.96% | 1.97% | $4,790.6万 | 55.3万股 | $4,423.6万 | 56.4万股 | -1.1万股-1.98% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 1.81% | 2.56% | $4,438.4万 | 36.1万股 | $5,760.1万 | 36.6万股 | -5,712股-1.56% | 减仓 |
 VisaV |
| 1.72% | 1.57% | $4,206.0万 | 12.3万股 | $3,534.2万 | 11.7万股 | +5,661股+4.84% | 加仓 |
 COPART COMCPRT |
| 1.66% | 2.21% | $4,078.7万 | 144.7万股 | $4,969.1万 | 149.7万股 | -5.0万股-3.33% | 减仓 |
 宣伟SHW |
| 1.65% | 1.7% | $4,052.5万 | 11.8万股 | $3,833.4万 | 12.0万股 | -1,892股-1.58% | 减仓 |
| WWinmarkWINA |
| 1.5% | 1.87% | $3,670.9万 | 8.7万股 | $4,197.9万 | 9.8万股 | -1.1万股-11.63% | 减仓 |
 PROSPERITY BANCSHARESPB |
| 1.37% | 1.53% | $3,367.1万 | 46.1万股 | $3,438.6万 | 51.2万股 | -5.1万股-9.92% | 减仓 |
 美国运通AXP |
| 1.37% | 1.28% | $3,352.5万 | 9.9万股 | $2,870.5万 | 9.5万股 | +4,214股+4.44% | 加仓 |
| KKINSALE CAPKNSL |
| 1.27% | 1.48% | $3,108.1万 | 9.4万股 | $3,334.0万 | 9.8万股 | -3,343股-3.43% | 减仓 |
 OLD REP INTLORI |
| 1.23% | 1.36% | $3,023.9万 | 73.9万股 | $3,051.9万 | 76.5万股 | -2.6万股-3.39% | 减仓 |
| GGLACIER BANCORP NEWGBCI |
| 1.07% | 1.04% | $2,620.6万 | 50.8万股 | $2,338.9万 | 52.4万股 | -1.6万股-2.97% | 减仓 |
 IDEXIEX |
| 1% | 0.93% | $2,455.6万 | 10.8万股 | $2,098.8万 | 11.1万股 | -2,526股-2.28% | 减仓 |
 DIGI INTLDGII |
| 0.98% | 0.55% | $2,406.4万 | 32.1万股 | $1,242.8万 | 25.8万股 | +6.3万股+24.53% | 加仓 |
| MMEDLINE COM CL AMDLN |
| 0.93% | 0.59% | $2,287.1万 | 58.0万股 | $1,329.7万 | 29.9万股 | +28.1万股+94.07% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.76% | 0.74% | $1,851.1万 | 8.7万股 | $1,671.3万 | 8.7万股 | -85股-0.10% | 减仓 |
 苹果AAPL |
| 0.57% | 0.53% | $1,390.6万 | 4.8万股 | $1,183.9万 | 4.7万股 | +1,410股+3.02% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.48% | 0.33% | $1,166.9万 | 1.6万股 | $738.4万 | 1.1万股 | +4,271股+37.61% | 加仓 |
 标普全球SPGI |
| 0.48% | 0.53% | $1,166.1万 | 2.9万股 | $1,202.5万 | 2.8万股 | +361股+1.28% | 加仓 |
 摩托罗拉解决方案MSI |
| 0.47% | — | $1,152.1万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
 REVVITYRVTY |
| 0.39% | — | $956.7万 | 8.6万股 | $0 | 0股 | +8.6万股 | 新买入 |
 高露洁CL |
| 0.25% | 0.25% | $602.6万 | 6.6万股 | $563.5万 | 6.6万股 | -382股-0.58% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.23% | 0.2% | $572.6万 | 1.6万股 | $459.2万 | 1.6万股 | +196股+1.22% | 加仓 |
| S嘉信策略信托SCHF |
| 0.17% | 0.16% | $405.5万 | 14.6万股 | $363.1万 | 14.7万股 | -306股-0.21% | 减仓 |
 微软MSFT |
| 0.15% | 0.17% | $355.6万 | 9,532股 | $381.2万 | 1.0万股 | -765股-7.43% | 减仓 |
 谷歌AGOOGL |
| 0.13% | 0.1% | $312.3万 | 8,740股 | $224.7万 | 7,814股 | +926股+11.85% | 加仓 |
 亚马逊AMZN |
| 0.08% | 0.06% | $198.9万 | 8,347股 | $145.6万 | 6,993股 | +1,354股+19.36% | 加仓 |
| IiShares安硕·COREIJR |
| 0.07% | 0.06% | $161.6万 | 1.1万股 | $132.5万 | 1.1万股 | +243股+2.28% | 加仓 |
| IiShares黄金信托IAU |
| 0.06% | 0.08% | $146.5万 | 1.9万股 | $169.7万 | 1.9万股 | +151股+0.78% | 加仓 |
| CCSW INDUSTRIALSCSW |
| 0.06% | 0.06% | $139.2万 | 5,000股 | $132.9万 | 5,100股 | -100股-1.96% | 减仓 |
 强生JNJ |
| 0.06% | 0.05% | $136.8万 | 5,386股 | $122.0万 | 4,991股 | +395股+7.91% | 加仓 |
