 CONSENSUS CLOUD SOLUTIONS INCCSI |
| 6.35% | 4.46% | $7,007.6万 | 183.7万股 | $4,840.7万 | 203.9万股 | -20.2万股-9.92% | 减仓 |
 LPL金融LPLA |
| 6% | 6.91% | $6,626.8万 | 23.5万股 | $7,497.0万 | 24.9万股 | -1.4万股-5.60% | 减仓 |
 亚马逊AMZN |
| 5.43% | 5.22% | $5,995.7万 | 25.2万股 | $5,658.4万 | 27.2万股 | -2.0万股-7.41% | 减仓 |
 VONTIER COMVNT |
| 5.06% | 7.13% | $5,583.0万 | 192.5万股 | $7,729.6万 | 217.9万股 | -25.4万股-11.66% | 减仓 |
 嘉信理财SCHW |
| 4.73% | 5.32% | $5,225.0万 | 56.6万股 | $5,775.8万 | 61.5万股 | -4.8万股-7.86% | 减仓 |
 谷歌AGOOGL |
| 4.54% | 4.99% | $5,006.4万 | 14.0万股 | $5,414.3万 | 18.8万股 | -4.8万股-25.60% | 减仓 |
 泛林集团LRCX |
| 4.4% | 3.19% | $4,852.3万 | 11.2万股 | $3,463.9万 | 16.2万股 | -5.0万股-30.93% | 减仓 |
| FFACTSET RESH SYSFDS |
| 4.09% | 4.59% | $4,513.6万 | 19.6万股 | $4,975.6万 | 22.9万股 | -3.3万股-14.45% | 减仓 |
 CorpayCPAY |
| 3.74% | 3.49% | $4,132.6万 | 12.4万股 | $3,786.0万 | 13.0万股 | -6,105股-4.69% | 减仓 |
| SSS&C TECHSSNC |
| 3.22% | 3.88% | $3,558.0万 | 57.3万股 | $4,207.1万 | 62.3万股 | -4.9万股-7.91% | 减仓 |
| KKKR & COMKKR |
| 3.18% | 3.51% | $3,512.4万 | 38.3万股 | $3,808.0万 | 41.2万股 | -2.9万股-7.04% | 减仓 |
| PPROGRESS SOFTWAREPRGS |
| 3.08% | 2.17% | $3,401.1万 | 101.3万股 | $2,348.8万 | 91.6万股 | +9.7万股+10.61% | 加仓 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 2.93% | 3.31% | $3,237.1万 | 7.2万股 | $3,588.9万 | 6.9万股 | +3,121股+4.55% | 加仓 |
 Meta平台META |
| 2.93% | 3.27% | $3,234.2万 | 5.7万股 | $3,548.2万 | 6.2万股 | -4,602股-7.42% | 减仓 |
 MCKESSON COMMCK |
| 2.86% | 3.47% | $3,156.9万 | 4.2万股 | $3,761.2万 | 4.3万股 | -1,683股-3.87% | 减仓 |
 微软MSFT |
| 2.66% | 2.91% | $2,932.2万 | 7.9万股 | $3,160.9万 | 8.5万股 | -6,782股-7.94% | 减仓 |
 环联TRU |
| 2.54% | 2.71% | $2,806.4万 | 38.9万股 | $2,941.9万 | 42.5万股 | -3.6万股-8.51% | 减仓 |
 罗克韦尔自动化ROK |
| 2.14% | 1.79% | $2,357.4万 | 4.8万股 | $1,944.1万 | 5.4万股 | -6,555股-12.10% | 减仓 |
 TREXTREX |
| 2.09% | 1.56% | $2,303.0万 | 46.0万股 | $1,696.7万 | 46.6万股 | -5,628股-1.21% | 减仓 |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 1.92% | 1.73% | $2,121.8万 | 8.1万股 | $1,875.0万 | 9.0万股 | -9,079股-10.12% | 减仓 |
 标普全球SPGI |
| 1.8% | — | $1,988.0万 | 4.9万股 | $0 | 0股 | +4.9万股 | 新买入 |
 艺康ECL |
| 1.51% | 1.56% | $1,667.8万 | 6.0万股 | $1,691.4万 | 6.3万股 | -3,827股-6.04% | 减仓 |
 MEDPACEMEDP |
| 1.45% | 2.23% | $1,603.8万 | 3.0万股 | $2,415.0万 | 5.0万股 | -2.0万股-39.78% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.45% | 1.58% | $1,598.2万 | 3.2万股 | $1,708.4万 | 3.6万股 | -3,712股-10.41% | 减仓 |
 赛富时CRM |
| 1.38% | 1.81% | $1,519.8万 | 9.7万股 | $1,967.3万 | 10.5万股 | -8,379股-7.95% | 减仓 |
 明晟MSCI |
| 1.33% | 1.48% | $1,468.8万 | 2.6万股 | $1,602.1万 | 3.0万股 | -3,497股-11.77% | 减仓 |
 德州仪器TXN |
| 1.31% | 0.94% | $1,446.5万 | 4.9万股 | $1,024.3万 | 5.3万股 | -4,235股-8.03% | 减仓 |
| TTRINETTNET |
| 1.16% | 0.97% | $1,281.0万 | 25.9万股 | $1,050.6万 | 28.8万股 | -3.0万股-10.25% | 减仓 |
 BROWN & BROWN COMBRO |
| 1.07% | 1.31% | $1,182.4万 | 18.4万股 | $1,419.0万 | 21.8万股 | -3.3万股-15.29% | 减仓 |
 INSTALLED BLDG PRODSIBP |
| 1.03% | 1.24% | $1,135.0万 | 4.9万股 | $1,340.7万 | 5.1万股 | -1,181股-2.34% | 减仓 |
 ADOBE COMADBE |
| 0.97% | 1.28% | $1,072.3万 | 5.2万股 | $1,391.9万 | 5.7万股 | -4,958股-8.66% | 减仓 |
 ABRDN HEALTHCARE OPPORTUNITIES FD COM USD0.01THQ |
| 0.95% | 0.92% | $1,053.3万 | 56.2万股 | $998.5万 | 59.4万股 | -3.2万股-5.39% | 减仓 |
| CCSW INDUSTRIALSCSW |
| 0.84% | 0.84% | $923.2万 | 3.3万股 | $910.7万 | 3.5万股 | -1,776股-5.08% | 减仓 |
 ZOETIS CL AZTS |
| 0.77% | 1.22% | $850.5万 | 11.8万股 | $1,321.8万 | 11.2万股 | +6,543股+5.85% | 加仓 |
 Eaton Vance Tax-Advantaged Global Dividend Income FundETG |
| 0.65% | 0.58% | $712.5万 | 30.3万股 | $626.6万 | 31.1万股 | -8,760股-2.81% | 减仓 |
 CHECK POINT SOFTWARE TECH ORDCHKP |
| 0.62% | 0.71% | $685.6万 | 5.2万股 | $770.6万 | 5.4万股 | -1,775股-3.29% | 减仓 |
 ExelixisEXEL |
| 0.57% | 0.38% | $624.6万 | 11.5万股 | $409.4万 | 9.5万股 | +1.9万股+20.25% | 加仓 |
 PinterestPINS |
| 0.52% | 0.37% | $572.0万 | 27.2万股 | $405.9万 | 22.1万股 | +5.1万股+22.89% | 加仓 |
 POOLPOOL |
| 0.46% | 0.47% | $506.0万 | 2.4万股 | $514.9万 | 2.5万股 | -1,901股-7.47% | 减仓 |
 因赛特INCY |
| 0.46% | 0.35% | $505.2万 | 4.5万股 | $376.1万 | 4.0万股 | +4,607股+11.53% | 加仓 |
 DT MIDSTREAM COMMON STOCKDTM |
| 0.45% | 0.39% | $496.8万 | 3.3万股 | $417.9万 | 2.9万股 | +4,551股+15.75% | 加仓 |
| IiShares安硕·COREIJR |
| 0.45% | 0.13% | $492.8万 | 3.3万股 | $140.0万 | 1.1万股 | +2.2万股+195.02% | 加仓 |
| QQualysQLYS |
| 0.4% | — | $440.1万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
 LANTHEUSLNTH |
| 0.4% | 0.22% | $436.7万 | 3.9万股 | $235.1万 | 3.1万股 | +8,370股+27.01% | 加仓 |
 DocuSignDOCU |
| 0.39% | 0.35% | $427.5万 | 9.6万股 | $380.8万 | 8.0万股 | +1.6万股+19.83% | 加仓 |
| EELASTICESTC |
| 0.29% | — | $321.6万 | 5.6万股 | $0 | 0股 | +5.6万股 | 新买入 |
| AAvantis·U SAVUV |
| 0.29% | 0.09% | $317.4万 | 2.5万股 | $98.9万 | 8,954股 | +1.6万股+184.16% | 加仓 |
 MAPLEBEAR COMCART |
| 0.27% | — | $293.4万 | 6.2万股 | $0 | 0股 | +6.2万股 | 新买入 |
| AATLASSIAN CL ATEAM |
| 0.26% | 0.19% | $286.3万 | 3.7万股 | $208.5万 | 3.1万股 | +6,255股+20.47% | 加仓 |
 WorkdayWDAY |
| 0.25% | — | $272.6万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
