 应用材料AMAT |
| 8.41% | 5.83% | $6,579.3万 | 9.1万股 | $3,805.8万 | 11.1万股 | -2.0万股-18.02% | 减仓 |
 捷普JBL |
| 7.39% | 7.2% | $5,782.2万 | 15.0万股 | $4,700.8万 | 17.7万股 | -2.7万股-15.25% | 减仓 |
 CienaCIEN |
| 7.09% | 9.34% | $5,543.3万 | 11.3万股 | $6,103.0万 | 15.7万股 | -4.4万股-28.03% | 减仓 |
 LumentumLITE |
| 5.82% | 5.75% | $4,547.7万 | 5.3万股 | $3,756.7万 | 5.3万股 | 00.00% | 持仓不变 |
 相干公司COHR |
| 4.84% | 4.15% | $3,786.9万 | 9.6万股 | $2,709.4万 | 11.4万股 | -1.8万股-15.79% | 减仓 |
| BBRINKER INTLEAT |
| 3.09% | 3.11% | $2,419.2万 | 14.4万股 | $2,034.3万 | 14.2万股 | +2,000股+1.41% | 加仓 |
 摩托罗拉解决方案MSI |
| 3.08% | 3.45% | $2,408.7万 | 5.8万股 | $2,255.6万 | 5.2万股 | +6,000股+11.54% | 加仓 |
 WEST PHARMACEUTICAL SVSCWST |
| 2.85% | 2.38% | $2,225.8万 | 6.2万股 | $1,555.4万 | 6.2万股 | 00.00% | 持仓不变 |
 江森自控JCI |
| 2.84% | 3.03% | $2,220.9万 | 15.2万股 | $1,976.9万 | 15.1万股 | +1,000股+0.66% | 加仓 |
 TapestryTPR |
| 2.83% | 2.97% | $2,210.3万 | 15.1万股 | $1,942.7万 | 13.8万股 | +1.3万股+9.42% | 加仓 |
 德州仪器TXN |
| 2.71% | 2.21% | $2,116.3万 | 7.1万股 | $1,444.8万 | 7.4万股 | -3,000股-4.05% | 减仓 |
 英伟达NVDA |
| 2.41% | 2.49% | $1,880.8万 | 9.4万股 | $1,624.7万 | 9.3万股 | +1,000股+1.08% | 加仓 |
 Watts水技术WTS |
| 2.35% | 2.07% | $1,839.8万 | 4.7万股 | $1,351.9万 | 4.7万股 | 00.00% | 持仓不变 |
 惠普HPQ |
| 2.34% | 2.44% | $1,832.0万 | 83.5万股 | $1,592.2万 | 82.9万股 | +6,000股+0.72% | 加仓 |
 IQVIAIQV |
| 2.2% | 1.97% | $1,719.7万 | 8.9万股 | $1,289.8万 | 7.6万股 | +1.3万股+17.11% | 加仓 |
 BOOKING COMBKNG |
| 2.1% | 2.36% | $1,639.8万 | 9.2万股 | $1,544.8万 | 4,000股 | +8.8万股+2,200.00% | 加仓 |
| T赛默飞世尔TMO |
| 2.05% | 2.01% | $1,604.4万 | 3.2万股 | $1,309.9万 | 2.7万股 | +5,000股+18.52% | 加仓 |
| SSOMNIGROUP INTERNATIONAL COMSGI |
| 2.05% | 2.29% | $1,599.4万 | 20.4万股 | $1,495.9万 | 20.2万股 | +2,000股+0.99% | 加仓 |
| IINTEGERITGR |
| 1.92% | 2.15% | $1,504.5万 | 16.1万股 | $1,403.5万 | 15.9万股 | +2,000股+1.26% | 加仓 |
 CROCSCROX |
| 1.91% | 1.56% | $1,495.9万 | 12.4万股 | $1,018.8万 | 12.3万股 | +1,000股+0.81% | 加仓 |
 GLOBAL PMTS COMGPN |
| 1.9% | 1.84% | $1,487.5万 | 20.5万股 | $1,199.8万 | 17.8万股 | +2.7万股+15.17% | 加仓 |
 UNITED RENTALSURI |
| 1.88% | 1.52% | $1,472.8万 | 1.3万股 | $996.1万 | 1.4万股 | -1,000股-7.14% | 减仓 |
 华纳兄弟探索WBD |
| 1.76% | 2.16% | $1,378.3万 | 51.7万股 | $1,409.7万 | 51.3万股 | +4,000股+0.78% | 加仓 |
| NNVRNVR |
| 1.74% | 1.6% | $1,362.7万 | 2,000股 | $1,045.1万 | 2,000股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 1.7% | 1.59% | $1,331.1万 | 4.6万股 | $1,035.7万 | 4.1万股 | +5,000股+12.20% | 加仓 |
 ADOBE COMADBE |
| 1.6% | 1.42% | $1,250.6万 | 6.1万股 | $930.3万 | 3.8万股 | +2.3万股+60.53% | 加仓 |
 Elevance健康ELV |
| 1.48% | 1.16% | $1,160.2万 | 3.0万股 | $755.5万 | 2.6万股 | +4,000股+15.38% | 加仓 |
| AABERCROMBIE & FITCHANF |
| 1.42% | 1.71% | $1,107.1万 | 12.3万股 | $1,118.4万 | 12.2万股 | +1,000股+0.82% | 加仓 |
 渤健BIIB |
| 1.38% | 0.98% | $1,080.3万 | 5.0万股 | $639.5万 | 3.5万股 | +1.5万股+42.86% | 加仓 |
 JacobsJ |
| 1.32% | 1.58% | $1,033.2万 | 8.2万股 | $1,033.1万 | 8.1万股 | +1,000股+1.23% | 加仓 |
 汽车地带AZO |
| 1.23% | 1.71% | $958.8万 | 3,000股 | $1,116.0万 | 3,000股 | 00.00% | 持仓不变 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 1.21% | 1.68% | $947.1万 | 2.1万股 | $1,098.4万 | 2.1万股 | 00.00% | 持仓不变 |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 1.21% | 1.21% | $944.5万 | 5.6万股 | $793.7万 | 4.6万股 | +1.0万股+21.74% | 加仓 |
 OLD DOMINION FREIGHT LINE INODFL |
| 1.16% | 1.01% | $909.7万 | 4.2万股 | $658.6万 | 3.4万股 | +8,000股+23.53% | 加仓 |
 穆迪MCO |
| 1.04% | — | $815.3万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 艺电EA |
| 0.94% | 1.1% | $738.1万 | 3.6万股 | $718.4万 | 3.5万股 | +1,000股+2.86% | 加仓 |
 耐克NKE |
| 0.94% | 1.08% | $734.8万 | 17.9万股 | $705.9万 | 13.4万股 | +4.5万股+33.58% | 加仓 |
 微软MSFT |
| 0.91% | 1.1% | $708.7万 | 1.9万股 | $715.7万 | 1.9万股 | 00.00% | 持仓不变 |
| AARHAUSARHS |
| 0.88% | 0.84% | $687.1万 | 81.6万股 | $548.9万 | 81.0万股 | +6,000股+0.74% | 加仓 |
| FFORTUNE BRANDS INNOVATIONS IFBIN |
| 0.86% | 0.73% | $675.3万 | 12.3万股 | $476.7万 | 12.2万股 | +1,000股+0.82% | 加仓 |
| Q高通QCOM |
| 0.76% | 0.89% | $591.3万 | 3.2万股 | $580.3万 | 4.5万股 | -1.3万股-28.89% | 减仓 |
 联邦快递FDX |
| 0.6% | 1.02% | $469.7万 | 1.5万股 | $667.9万 | 1.9万股 | -4,000股-21.05% | 减仓 |
| MMASTERBRANDMBC |
| 0.57% | 0.55% | $445.6万 | 43.3万股 | $357.3万 | 43.0万股 | +3,000股+0.70% | 加仓 |
| AAmentum Ordinary SharesAMTM |
| 0.46% | 0.69% | $357.6万 | 17.3万股 | $447.5万 | 17.2万股 | +1,000股+0.58% | 加仓 |
 FIRST SOLAR COMFSLR |
| 0.45% | 0.46% | $353.9万 | 1.5万股 | $302.2万 | 1.5万股 | 00.00% | 持仓不变 |
 ZYMEWORKSZYME |
| 0.15% | 0.17% | $120.2万 | 4.6万股 | $114.0万 | 4.6万股 | 00.00% | 持仓不变 |
| FFEDEX FGHT HLDG CO INCFDXF |
| 0.14% | — | $105.7万 | 7,000股 | $0 | 0股 | +7,000股 | 新买入 |
 露露乐蒙LULU |
| 0.01% | 0.03% | $11.4万 | 1,000股 | $20.4万 | 1,000股 | 00.00% | 持仓不变 |
