 默沙东MRK |
| 2.52% | 2.83% | $4,845.9万 | 37.7万股 | $5,375.9万 | 44.7万股 | -7.0万股-15.62% | 减仓 |
 赛富时CRM |
| 2.26% | 2.11% | $4,350.6万 | 27.8万股 | $4,008.3万 | 21.5万股 | +6.3万股+29.33% | 加仓 |
 COMCAST NEW CL ACMCSA |
| 2.12% | 1.8% | $4,080.7万 | 168.4万股 | $3,411.5万 | 120.1万股 | +48.2万股+40.15% | 加仓 |
 艾伯维ABBV |
| 2.03% | 2.98% | $3,895.0万 | 15.5万股 | $5,662.9万 | 26.0万股 | -10.6万股-40.55% | 减仓 |
 优步UBER |
| 1.81% | 1.8% | $3,475.9万 | 48.2万股 | $3,425.7万 | 47.6万股 | +5,442股+1.14% | 加仓 |
 埃森哲ACN |
| 1.8% | 1.64% | $3,469.9万 | 27.9万股 | $3,122.0万 | 15.7万股 | +12.1万股+77.11% | 加仓 |
 BOOKING COMBKNG |
| 1.58% | 1.78% | $3,042.1万 | 17.1万股 | $3,387.6万 | 8,046股 | +16.3万股+2,021.20% | 加仓 |
| CCIGNALIBD |
| 1.51% | 1.5% | $2,900.0万 | 10.5万股 | $2,856.0万 | 10.7万股 | -1,873股-1.75% | 减仓 |
 ALTRIAMO |
| 1.5% | 1.43% | $2,894.0万 | 40.2万股 | $2,717.8万 | 41.2万股 | -9,625股-2.34% | 减仓 |
 马拉松石油MPC |
| 1.47% | 1.48% | $2,831.2万 | 11.1万股 | $2,802.2万 | 11.5万股 | -4,020股-3.50% | 减仓 |
 T-MOBILE US COMTMUS |
| 1.39% | 1.96% | $2,666.9万 | 15.9万股 | $3,729.6万 | 17.8万股 | -1.9万股-10.46% | 减仓 |
 ADOBE COMADBE |
| 1.37% | 1.63% | $2,633.5万 | 12.8万股 | $3,100.0万 | 12.8万股 | +920股+0.72% | 加仓 |
 联合健康UNH |
| 1.34% | 0.94% | $2,579.3万 | 6.2万股 | $1,788.1万 | 6.6万股 | -4,022股-6.09% | 减仓 |
 ADPADP |
| 1.33% | 1.21% | $2,556.8万 | 11.4万股 | $2,293.9万 | 11.3万股 | +1,269股+1.12% | 加仓 |
 雅培ABT |
| 1.25% | 1.53% | $2,395.4万 | 26.4万股 | $2,905.2万 | 28.3万股 | -1.9万股-6.71% | 减仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 1.21% | 1.26% | $2,319.7万 | 13.9万股 | $2,384.2万 | 13.7万股 | +1,717股+1.25% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 1.2% | — | $2,307.8万 | 18.7万股 | $0 | 0股 | +18.7万股 | 新买入 |
 GALLAGHER ARTHUR J & COMAJG |
| 1.2% | 1.12% | $2,305.9万 | 10.0万股 | $2,131.3万 | 9.8万股 | +2,037股+2.07% | 加仓 |
 PAYPAL COMPYPL |
| 1.19% | 1.28% | $2,292.8万 | 53.1万股 | $2,422.4万 | 53.6万股 | -4,584股-0.86% | 减仓 |
 芝加哥商品交易所CME |
| 1.19% | — | $2,286.8万 | 10.4万股 | $0 | 0股 | +10.4万股 | 新买入 |
 GLOBAL PMTS COMGPN |
| 1.17% | 0.82% | $2,253.1万 | 31.1万股 | $1,558.6万 | 23.2万股 | +7.9万股+34.08% | 加仓 |
 再生元REGN |
| 1.17% | 1.16% | $2,250.4万 | 3.6万股 | $2,207.4万 | 2.9万股 | +7,520股+26.32% | 加仓 |
 戴蒙德能源FANG |
| 1.15% | 1.25% | $2,209.6万 | 12.6万股 | $2,379.0万 | 12.0万股 | +5,422股+4.51% | 加仓 |
 AON SHS CL AAON |
| 1.14% | 1.11% | $2,199.3万 | 6.6万股 | $2,115.9万 | 6.6万股 | +756股+1.15% | 加仓 |
 联邦快递FDX |
| 1.14% | — | $2,183.4万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
 通用动力GD |
| 1.11% | 1.06% | $2,126.8万 | 6.0万股 | $2,017.4万 | 5.9万股 | +1,258股+2.14% | 加仓 |
 OWENS CORNING NEW COMOC |
| 1.1% | 0.76% | $2,117.3万 | 13.3万股 | $1,451.9万 | 13.4万股 | -965股-0.72% | 减仓 |
 财捷INTU |
| 1.09% | — | $2,096.6万 | 8.0万股 | $0 | 0股 | +8.0万股 | 新买入 |
 D R HORTONDHI |
| 1.09% | 0.96% | $2,092.5万 | 12.8万股 | $1,817.0万 | 13.2万股 | -3,946股-2.98% | 减仓 |
 福克斯FOXA |
| 1.04% | — | $2,006.9万 | 38.5万股 | $0 | 0股 | +38.5万股 | 新买入 |
 PULTEPHM |
| 1.02% | 0.89% | $1,961.4万 | 14.3万股 | $1,681.2万 | 14.3万股 | -1股-0.00% | 减仓 |
 欧特克ADSK |
| 1.02% | — | $1,958.9万 | 10.1万股 | $0 | 0股 | +10.1万股 | 新买入 |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 1.02% | 1.02% | $1,951.9万 | 50.4万股 | $1,929.7万 | 31.5万股 | +18.9万股+60.23% | 加仓 |
 AIRBNB COM CL AABNB |
| 1.01% | 0.89% | $1,942.9万 | 13.6万股 | $1,683.8万 | 13.3万股 | +2,430股+1.82% | 加仓 |
| O宏盟集团OMC |
| 1% | 1.06% | $1,931.0万 | 26.5万股 | $2,008.2万 | 26.7万股 | -1,518股-0.57% | 减仓 |
 BOSTON SCIENTIFIC COMBSX |
| 1% | — | $1,924.5万 | 45.1万股 | $0 | 0股 | +45.1万股 | 新买入 |
 MCKESSON COMMCK |
| 0.99% | 1.16% | $1,910.5万 | 2.5万股 | $2,206.8万 | 2.6万股 | -216股-0.85% | 减仓 |
| PPERMIAN RESOURCESPR |
| 0.99% | 1.18% | $1,907.6万 | 103.6万股 | $2,242.1万 | 105.2万股 | -1.5万股-1.47% | 减仓 |
 NetAppNTAP |
| 0.97% | 0.65% | $1,864.9万 | 12.1万股 | $1,224.9万 | 12.0万股 | +870股+0.73% | 加仓 |
 VistraVST |
| 0.97% | 0.96% | $1,858.6万 | 11.7万股 | $1,831.5万 | 12.2万股 | -4,667股-3.83% | 减仓 |
 钢铁动力STLD |
| 0.96% | — | $1,851.8万 | 8.1万股 | $0 | 0股 | +8.1万股 | 新买入 |
 LEIDOS COMLDOS |
| 0.96% | — | $1,846.6万 | 17.9万股 | $0 | 0股 | +17.9万股 | 新买入 |
 卡地纳健康CAH |
| 0.96% | 1.04% | $1,840.7万 | 7.8万股 | $1,975.9万 | 9.4万股 | -1.6万股-17.15% | 减仓 |
 TradewebTW |
| 0.96% | — | $1,838.4万 | 18.4万股 | $0 | 0股 | +18.4万股 | 新买入 |
 Roper科技ROP |
| 0.95% | 1.01% | $1,829.3万 | 5.4万股 | $1,914.6万 | 5.4万股 | -48股-0.09% | 减仓 |
| SSS&C TECHSSNC |
| 0.95% | 0.68% | $1,824.7万 | 29.4万股 | $1,291.1万 | 19.1万股 | +10.3万股+53.90% | 加仓 |
 GoDaddyGDDY |
| 0.93% | 0.9% | $1,797.8万 | 21.2万股 | $1,712.3万 | 20.7万股 | +4,683股+2.26% | 加仓 |
| TTOLL BROTHERSTOL |
| 0.93% | 0.77% | $1,781.4万 | 10.8万股 | $1,468.1万 | 10.8万股 | +554股+0.51% | 加仓 |
| BBEST BUYBBY |
| 0.91% | <0.01% | $1,752.8万 | 23.1万股 | $9,630 | 150股 | +23.1万股+153,900.67% | 加仓 |
| TTENET HEALTHCARETHC |
| 0.9% | — | $1,729.9万 | 9.2万股 | $0 | 0股 | +9.2万股 | 新买入 |
