 思科CSCO |
| 5.16% | 3.89% | $3,749.6万 | 31.9万股 | $2,335.8万 | 30.1万股 | +1.8万股+6.04% | 加仓 |
 KEURIG DR PEPPER COMKDP |
| 4.95% | 4.54% | $3,594.4万 | 109.8万股 | $2,724.0万 | 103.5万股 | +6.4万股+6.15% | 加仓 |
| SSOLVENTUM COM SHSSOLV |
| 4.6% | 3.4% | $3,341.6万 | 43.3万股 | $2,042.4万 | 31.3万股 | +12.0万股+38.48% | 加仓 |
 SCHEIN HENRYHSIC |
| 4.6% | 4.63% | $3,340.4万 | 40.0万股 | $2,781.5万 | 37.7万股 | +2.3万股+5.97% | 加仓 |
 卡地纳健康CAH |
| 3.96% | 4.02% | $2,876.6万 | 12.1万股 | $2,412.4万 | 11.4万股 | +6,928股+6.07% | 加仓 |
 联合包裹UPSUPS |
| 3.86% | 4.35% | $2,805.7万 | 26.1万股 | $2,613.5万 | 26.6万股 | -4,664股-1.76% | 减仓 |
| OOPENLANEOPLN |
| 3.8% | 4.16% | $2,757.7万 | 66.9万股 | $2,498.2万 | 85.7万股 | -18.8万股-21.97% | 减仓 |
 亚马逊AMZN |
| 3.7% | 3.68% | $2,685.4万 | 11.3万股 | $2,212.5万 | 10.6万股 | +6,441股+6.06% | 加仓 |
| S新美亚SANM |
| 3.62% | 2.12% | $2,633.4万 | 10.4万股 | $1,271.9万 | 9.8万股 | +5,948股+6.06% | 加仓 |
 ROCKET COS COM CL ARKT |
| 3.56% | 3.67% | $2,583.0万 | 164.0万股 | $2,201.2万 | 154.5万股 | +9.5万股+6.17% | 加仓 |
 GLOBAL PMTS COMGPN |
| 3.26% | 3.45% | $2,371.5万 | 32.7万股 | $2,073.7万 | 30.8万股 | +1.9万股+6.07% | 加仓 |
| BBECTON DICKINSON & COMBDX |
| 3.25% | 3.85% | $2,362.7万 | 15.6万股 | $2,312.4万 | 14.7万股 | +9,062股+6.16% | 加仓 |
 迪士尼DIS |
| 3.06% | 3.5% | $2,223.9万 | 23.1万股 | $2,101.2万 | 21.8万股 | +1.3万股+5.98% | 加仓 |
 COMMUNITY TR BANCORPCTBI |
| 2.99% | 2.86% | $2,174.4万 | 30.1万股 | $1,719.1万 | 28.3万股 | +1.7万股+6.14% | 加仓 |
 雷神技术RTX |
| 2.99% | 2.96% | $2,173.6万 | 11.5万股 | $1,779.3万 | 9.2万股 | +2.2万股+24.20% | 加仓 |
| HHNIHNI |
| 2.98% | 3.05% | $2,168.7万 | 53.7万股 | $1,828.8万 | 54.8万股 | -1.1万股-2.02% | 减仓 |
| KKBRKBR |
| 2.69% | 3.59% | $1,956.4万 | 56.7万股 | $2,154.0万 | 58.4万股 | -1.8万股-3.04% | 减仓 |
 LKQLKQ |
| 2.64% | 2.01% | $1,920.9万 | 73.0万股 | $1,205.5万 | 41.0万股 | +31.9万股+77.74% | 加仓 |
 MSC INDL DIRECTMSM |
| 2.64% | 2.63% | $1,920.1万 | 16.1万股 | $1,579.6万 | 17.1万股 | -9,778股-5.71% | 减仓 |
| EEVERUS CONSTRECG |
| 2.64% | 2.43% | $1,915.7万 | 11.5万股 | $1,456.1万 | 12.3万股 | -7,899股-6.40% | 减仓 |
 COPART COMCPRT |
| 2.54% | — | $1,845.3万 | 65.5万股 | $0 | 0股 | +65.5万股 | 新买入 |
 COLUMBIA BKG SYSCOLB |
| 2.51% | 2.45% | $1,824.2万 | 56.9万股 | $1,473.7万 | 53.7万股 | +3.2万股+5.94% | 加仓 |
| WWEXWEX |
| 2.47% | 2.35% | $1,792.7万 | 12.7万股 | $1,411.9万 | 9.2万股 | +3.5万股+37.73% | 加仓 |
 赛富时CRM |
| 2.44% | — | $1,771.5万 | 11.3万股 | $0 | 0股 | +11.3万股 | 新买入 |
| CCHEMED NEWCHE |
| 2.38% | 1.69% | $1,727.9万 | 3.7万股 | $1,015.1万 | 2.7万股 | +1.0万股+38.05% | 加仓 |
| GGLACIER BANCORP NEWGBCI |
| 2.32% | 3.35% | $1,688.7万 | 32.7万股 | $2,012.2万 | 45.0万股 | -12.3万股-27.32% | 减仓 |
 强生JNJ |
| 2.31% | 2.98% | $1,678.5万 | 6.6万股 | $1,790.4万 | 7.3万股 | -7,153股-9.77% | 减仓 |
| EEBAY COMEBAY |
| 2.28% | 2.12% | $1,657.9万 | 14.8万股 | $1,273.1万 | 14.0万股 | +8,496股+6.07% | 加仓 |
 EVERTECEVTC |
| 2.24% | 2.59% | $1,624.3万 | 58.5万股 | $1,557.5万 | 55.2万股 | +3.3万股+5.94% | 加仓 |
 耐克NKE |
| 2.06% | 3.02% | $1,493.8万 | 36.4万股 | $1,812.0万 | 34.3万股 | +2.1万股+6.08% | 加仓 |
 REYNOLDS CONSUMER PRODSREYN |
| 2.05% | 2.9% | $1,492.1万 | 55.6万股 | $1,739.8万 | 82.1万股 | -26.6万股-32.35% | 减仓 |
| DDELEK US NEWDK |
| 1.72% | 1.75% | $1,252.5万 | 24.6万股 | $1,048.5万 | 23.3万股 | +1.4万股+5.96% | 加仓 |
 PHOTRONICSPLAB |
| 1.01% | 0.11% | $732.2万 | 22.5万股 | $67.2万 | 1.7万股 | +20.8万股+1,253.73% | 加仓 |
| CCHIRON REAL ESTATE INC COM NEWXRN |
| 0.1% | 0.08% | $70.7万 | 1.9万股 | $49.1万 | 1.5万股 | +4,001股+26.94% | 加仓 |
| OOCTAVE SPECIALTY GROUP INC COM NEWOSG |
| 0.09% | — | $67.2万 | 10.8万股 | $0 | 0股 | +10.8万股 | 新买入 |
 IESIESC |
| 0.08% | 0.11% | $59.6万 | 811股 | $65.1万 | 1,366股 | -555股-40.63% | 减仓 |
 KORNIT DIGITALKRNT |
| 0.08% | 0.09% | $58.6万 | 3.6万股 | $51.5万 | 3.5万股 | +908股+2.58% | 加仓 |
 HANCOCK WHITNEYHWC |
| 0.07% | 0.07% | $51.4万 | 6,883股 | $42.9万 | 6,754股 | +129股+1.91% | 加仓 |
| CCORE NATURAL RESOURCESCNR |
| 0.07% | 0.12% | $50.1万 | 6,260股 | $72.5万 | 6,926股 | -666股-9.62% | 减仓 |
| BBLOOMIN BRANDSBLMN |
| 0.06% | 0.04% | $46.0万 | 5.0万股 | $26.6万 | 4.9万股 | +931股+1.89% | 加仓 |
| AAMC GLOBAL MEDIA INC CL AAMCX |
| 0.06% | 0.05% | $44.7万 | 4.5万股 | $29.9万 | 4.4万股 | +833股+1.89% | 加仓 |
 WORTHINGTON ENTERPRISESWOR |
| 0.06% | 0.07% | $43.3万 | 8,060股 | $41.2万 | 7,907股 | +153股+1.93% | 加仓 |
| DDOUGLAS ELLIMANDOUG |
| 0.04% | 0.04% | $28.6万 | 16.1万股 | $26.0万 | 15.9万股 | +2,920股+1.84% | 加仓 |
