 BOSTON SCIENTIFIC COMBSX |
| 2.22% | 1.71% | $3,227.8万 | 75.6万股 | $2,327.2万 | 37.1万股 | +38.5万股+103.88% | 加仓 |
 财捷INTU |
| 2.05% | — | $2,984.4万 | 11.4万股 | $0 | 0股 | +11.4万股 | 新买入 |
| FFiservFISV |
| 1.93% | 1.54% | $2,812.9万 | 57.4万股 | $2,108.4万 | 37.8万股 | +19.6万股+51.78% | 加仓 |
 埃克森美孚XOM |
| 1.8% | 1.7% | $2,619.8万 | 19.2万股 | $2,317.5万 | 13.7万股 | +5.5万股+40.52% | 加仓 |
 谷歌AGOOGL |
| 1.65% | 1.7% | $2,404.3万 | 6.7万股 | $2,316.9万 | 8.1万股 | -1.3万股-16.46% | 减仓 |
 迪士尼DIS |
| 1.58% | 1.02% | $2,304.3万 | 23.9万股 | $1,392.6万 | 14.5万股 | +9.5万股+65.71% | 加仓 |
 思科CSCO |
| 1.48% | — | $2,151.9万 | 18.3万股 | $0 | 0股 | +18.3万股 | 新买入 |
 IDEXX LABS COMIDXX |
| 1.39% | 0.66% | $2,024.4万 | 3.8万股 | $894.5万 | 1.6万股 | +2.3万股+141.57% | 加仓 |
 MERCADOLIBRE COMMELI |
| 1.34% | 0.45% | $1,946.9万 | 1.1万股 | $609.4万 | 3,526股 | +7,943股+225.27% | 加仓 |
 Meta平台META |
| 1.3% | — | $1,894.4万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
 ROSS STORES COMROST |
| 1.28% | — | $1,866.6万 | 8.8万股 | $0 | 0股 | +8.8万股 | 新买入 |
 新思科技SNPS |
| 1.26% | 1.03% | $1,840.3万 | 4.1万股 | $1,407.7万 | 3.6万股 | +5,756股+16.20% | 加仓 |
 TECHNIPFMC COMFTI |
| 1.23% | 0.26% | $1,793.1万 | 27.0万股 | $360.2万 | 5.2万股 | +21.8万股+418.95% | 加仓 |
 慧与HPEHPE |
| 1.21% | — | $1,758.3万 | 39.0万股 | $0 | 0股 | +39.0万股 | 新买入 |
 洛克希德马丁LMT |
| 1.2% | 1.56% | $1,753.2万 | 3.4万股 | $2,130.9万 | 3.5万股 | -814股-2.31% | 减仓 |
 L3哈里斯LHX |
| 1.17% | — | $1,707.2万 | 5.9万股 | $0 | 0股 | +5.9万股 | 新买入 |
 通用汽车GM |
| 1.14% | 1.26% | $1,656.9万 | 21.5万股 | $1,723.5万 | 23.1万股 | -1.6万股-7.07% | 减仓 |
 LEIDOS COMLDOS |
| 1.12% | 0.58% | $1,628.3万 | 15.8万股 | $787.8万 | 5.1万股 | +10.7万股+212.04% | 加仓 |
| B巴里克黄金GOLD |
| 1.11% | 1.69% | $1,616.0万 | 44.0万股 | $2,302.5万 | 56.4万股 | -12.4万股-22.00% | 减仓 |
 AMD超威AMD |
| 1.1% | — | $1,602.8万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.08% | 0.01% | $1,577.5万 | 3.7万股 | $20.0万 | 1,221股 | +3.5万股+2,895.25% | 加仓 |
 CVS健康CVS |
| 1.07% | 0.03% | $1,559.5万 | 15.1万股 | $42.1万 | 5,856股 | +14.5万股+2,474.83% | 加仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 1.01% | — | $1,477.2万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
 森科能源SU |
| 1.01% | 0.21% | $1,473.9万 | 27.4万股 | $288.3万 | 4.4万股 | +23.1万股+529.19% | 加仓 |
 华纳兄弟探索WBD |
| 1.01% | 1.08% | $1,473.9万 | 55.4万股 | $1,479.2万 | 53.9万股 | +1.5万股+2.75% | 加仓 |
 贝莱德·INC COMBLK |
| 0.99% | 0.72% | $1,448.1万 | 1.5万股 | $981.3万 | 1.0万股 | +4,868股+47.73% | 加仓 |
 The Trade DeskTTD |
| 0.96% | 0.99% | $1,399.5万 | 77.5万股 | $1,346.6万 | 59.3万股 | +18.1万股+30.58% | 加仓 |
| BBITMINE IMMERSION TECHS INCBMNR |
| 0.93% | 0.75% | $1,352.7万 | 101.6万股 | $1,022.8万 | 51.7万股 | +49.9万股+96.41% | 加仓 |
| EE L F BEAUTYELF |
| 0.92% | 0.33% | $1,344.9万 | 18.2万股 | $454.2万 | 7.5万股 | +10.7万股+142.54% | 加仓 |
| FFLEXFLEX |
| 0.92% | — | $1,336.8万 | 8.2万股 | $0 | 0股 | +8.2万股 | 新买入 |
 优步UBER |
| 0.87% | 0.74% | $1,261.0万 | 17.5万股 | $1,011.1万 | 14.1万股 | +3.4万股+24.40% | 加仓 |
 CoStarCSGP |
| 0.86% | 0.74% | $1,255.8万 | 44.4万股 | $1,016.3万 | 25.2万股 | +19.2万股+75.98% | 加仓 |
 恩智浦NXPI |
| 0.84% | — | $1,229.2万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
 CHECK POINT SOFTWARE TECH ORDCHKP |
| 0.84% | 0.34% | $1,220.6万 | 9.3万股 | $457.9万 | 3.2万股 | +6.1万股+189.84% | 加仓 |
 摩根士丹利MS |
| 0.83% | 0.17% | $1,211.7万 | 5.8万股 | $231.4万 | 1.4万股 | +4.4万股+312.12% | 加仓 |
 OSCAR HEALTHOSCR |
| 0.82% | — | $1,195.7万 | 41.9万股 | $0 | 0股 | +41.9万股 | 新买入 |
| Q高通QCOM |
| 0.82% | — | $1,194.4万 | 6.5万股 | $0 | 0股 | +6.5万股 | 新买入 |
| CCANADIAN NAT RESCNQ |
| 0.78% | 0.66% | $1,139.7万 | 28.8万股 | $906.2万 | 18.6万股 | +10.2万股+55.08% | 加仓 |
 HUNTINGTON INGALLS INDS COMHII |
| 0.78% | 0.19% | $1,137.2万 | 4.1万股 | $258.5万 | 6,808股 | +3.4万股+496.97% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.77% | 0.06% | $1,125.0万 | 9.1万股 | $79.5万 | 5,055股 | +8.6万股+1,708.23% | 加仓 |
 ROBLOX CL ARBLX |
| 0.76% | 1.17% | $1,100.6万 | 20.2万股 | $1,599.4万 | 28.3万股 | -8.0万股-28.43% | 减仓 |
| SSEMTECHSMTC |
| 0.72% | — | $1,043.6万 | 6.4万股 | $0 | 0股 | +6.4万股 | 新买入 |
 联合健康UNH |
| 0.71% | 0.96% | $1,032.6万 | 2.5万股 | $1,306.8万 | 4.8万股 | -2.3万股-48.55% | 减仓 |
| RRiot PlatformsRIOT |
| 0.71% | — | $1,029.1万 | 37.6万股 | $0 | 0股 | +37.6万股 | 新买入 |
 SOFI TECHNOLOGIES COMSOFI |
| 0.71% | 1.7% | $1,027.8万 | 57.3万股 | $2,321.0万 | 146.0万股 | -88.7万股-60.73% | 减仓 |
 迈威尔MRVL |
| 0.7% | — | $1,023.5万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
 TE CONNECTIVITY ORD SHSTEL |
| 0.7% | 1.15% | $1,018.0万 | 5.0万股 | $1,568.8万 | 7.5万股 | -2.5万股-32.75% | 减仓 |
| HHECLA MININGHL |
| 0.68% | 0.51% | $988.3万 | 64.1万股 | $699.4万 | 37.5万股 | +26.5万股+70.61% | 加仓 |
 赛莱默XYL |
| 0.67% | 0.56% | $975.5万 | 8.3万股 | $759.8万 | 6.4万股 | +1.9万股+29.77% | 加仓 |
 LAS VEGAS SANDS COMLVS |
| 0.66% | 0.14% | $967.7万 | 21.0万股 | $185.2万 | 3.4万股 | +17.5万股+509.33% | 加仓 |
