| CCable One IncCABO |
| 7.71% | 0.91% | $10.53亿 | 120.0万股 | $9.48亿 | 120.0万股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 3.67% | 1.2% | $5.01亿 | 98.5万股 | $12.49亿 | 252.5万股 | -154.1万股-61.01% | 减仓 |
 苹果AAPL |
| 1.46% | 3.19% | $2.00亿 | 94.9万股 | $33.24亿 | 1,938.2万股 | -1,843.2万股-95.10% | 减仓 |
| V先锋领航指数基金VOO |
| 1.41% | 0.18% | $1.93亿 | 38.5万股 | $1.85亿 | 38.5万股 | -386股-0.10% | 减仓 |
| IiShares安硕信托IEFA |
| 1.32% | 0.18% | $1.80亿 | 247.4万股 | $1.84亿 | 247.4万股 | 00.00% | 持仓不变 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 1.08% | 0.14% | $1.47亿 | 37.7万股 | $1.50亿 | 37.7万股 | 00.00% | 持仓不变 |
 德康医疗DXCM |
| 1% | 0.26% | $1.36亿 | 120.0万股 | $2.66亿 | 191.6万股 | -71.6万股-37.37% | 减仓 |
| TTRANSMEDICSTMDX |
| 0.9% | 0.06% | $1.23亿 | 81.6万股 | $6,269.3万 | 84.8万股 | -3.2万股-3.73% | 减仓 |
 FICOFICO |
| 0.78% | 0.14% | $1.07亿 | 7.2万股 | $1.46亿 | 11.7万股 | -4.5万股-38.39% | 减仓 |
| B贝莱德ETF信托LCTU |
| 0.78% | 0.1% | $1.06亿 | 178.5万股 | $1.02亿 | 178.5万股 | 00.00% | 持仓不变 |
 直觉外科ISRG |
| 0.77% | 0.29% | $1.05亿 | 23.6万股 | $2.98亿 | 74.8万股 | -51.2万股-68.43% | 减仓 |
 CrowdStrikeCRWD |
| 0.65% | 0.18% | $8,897.4万 | 23.2万股 | $1.88亿 | 58.7万股 | -35.5万股-60.45% | 减仓 |
 CLEAN HARBORSCLH |
| 0.61% | 0.09% | $8,264.4万 | 36.5万股 | $9,148.1万 | 45.4万股 | -8.9万股-19.58% | 减仓 |
 梅特勒托利多MTD |
| 0.6% | 0.13% | $8,177.6万 | 5.9万股 | $1.33亿 | 10.0万股 | -4.2万股-41.57% | 减仓 |
 VERISK ANALYTICS COMVRSK |
| 0.6% | 0.12% | $8,164.8万 | 30.3万股 | $1.26亿 | 53.3万股 | -23.0万股-43.20% | 减仓 |
| T赛默飞世尔TMO |
| 0.58% | 0.48% | $7,868.1万 | 14.2万股 | $5.00亿 | 86.0万股 | -71.8万股-83.45% | 减仓 |
| CCYBERARK SOFTWARECYBR |
| 0.57% | 0.08% | $7,725.8万 | 28.3万股 | $8,530.7万 | 32.1万股 | -3.9万股-12.02% | 减仓 |
 HEICOHEI |
| 0.56% | 0.08% | $7,701.0万 | 34.4万股 | $8,003.8万 | 41.9万股 | -7.5万股-17.81% | 减仓 |
 PALO ALTOPANW |
| 0.55% | 0.19% | $7,573.9万 | 22.3万股 | $2.00亿 | 70.5万股 | -48.2万股-68.31% | 减仓 |
 亚马逊AMZN |
| 0.55% | 2.21% | $7,459.5万 | 38.6万股 | $23.01亿 | 1,275.4万股 | -1,236.8万股-96.97% | 减仓 |
 EquifaxEFX |
| 0.53% | 0.11% | $7,269.9万 | 30.0万股 | $1.17亿 | 43.6万股 | -13.6万股-31.16% | 减仓 |
 科磊KLAC |
| 0.53% | 0.19% | $7,241.1万 | 8.8万股 | $1.93亿 | 27.6万股 | -18.9万股-68.23% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.51% | 0.23% | $6,979.9万 | 22.7万股 | $2.41亿 | 77.4万股 | -54.7万股-70.70% | 减仓 |
 西屋制动WAB |
| 0.51% | 0.1% | $6,977.2万 | 44.1万股 | $1.08亿 | 74.7万股 | -30.6万股-40.92% | 减仓 |
 SterisSTE |
| 0.5% | 0.1% | $6,823.0万 | 31.1万股 | $1.04亿 | 46.2万股 | -15.1万股-32.67% | 减仓 |
 NateraNTRA |
| 0.49% | 0.07% | $6,740.2万 | 62.2万股 | $6,913.5万 | 75.6万股 | -13.3万股-17.66% | 减仓 |
| TTWIST BIOSCIENCETWST |
| 0.49% | 0.05% | $6,734.5万 | 136.7万股 | $4,874.2万 | 142.1万股 | -5.4万股-3.80% | 减仓 |
| B贝莱德ETF信托LCTD |
| 0.49% | 0.06% | $6,627.8万 | 148.0万股 | $6,759.8万 | 148.0万股 | 00.00% | 持仓不变 |
 IDEXX LABS COMIDXX |
| 0.48% | 0.15% | $6,585.6万 | 13.5万股 | $1.51亿 | 28.0万股 | -14.5万股-51.73% | 减仓 |
 新思科技SNPS |
| 0.45% | 0.24% | $6,105.3万 | 10.3万股 | $2.48亿 | 43.4万股 | -33.1万股-76.34% | 减仓 |
 DatadogDDOG |
| 0.44% | 0.09% | $6,062.0万 | 46.7万股 | $9,158.6万 | 74.1万股 | -27.4万股-36.92% | 减仓 |
 ZscalerZS |
| 0.44% | 0.09% | $6,016.9万 | 31.3万股 | $9,440.9万 | 49.0万股 | -17.7万股-36.12% | 减仓 |
| SSHOCKWAVE MED INC |
| 0.44% | 0.07% | $5,985.7万 | 18.0万股 | $7,733.4万 | 23.7万股 | -5.7万股-24.17% | 减仓 |
 DESCARTES SYSDSGX |
| 0.44% | 0.06% | $5,942.6万 | 61.4万股 | $6,365.9万 | 69.5万股 | -8.2万股-11.77% | 减仓 |
 AMERICAN WTR WKS NEWAWK |
| 0.43% | 0.09% | $5,862.9万 | 45.4万股 | $9,524.6万 | 77.9万股 | -32.5万股-41.76% | 减仓 |
 CloudflareNET |
| 0.43% | 0.1% | $5,843.6万 | 70.5万股 | $1.01亿 | 104.0万股 | -33.4万股-32.14% | 减仓 |
 飞塔FTNT |
| 0.42% | 0.12% | $5,794.2万 | 96.1万股 | $1.30亿 | 190.0万股 | -93.9万股-49.41% | 减仓 |
| IINARI MED INC |
| 0.42% | 0.06% | $5,736.0万 | 119.1万股 | $6,171.0万 | 128.6万股 | -9.5万股-7.38% | 减仓 |
 OKTA CLASS AOKTA |
| 0.41% | 0.08% | $5,655.1万 | 60.4万股 | $8,103.8万 | 77.5万股 | -17.0万股-22.01% | 减仓 |
 TRIMBLE COMTRMB |
| 0.41% | 0.14% | $5,592.0万 | 100.0万股 | $1.41亿 | 218.5万股 | -118.5万股-54.24% | 减仓 |
 TELEDYNE TECHNOLOGIESTDY |
| 0.4% | 0.09% | $5,476.1万 | 14.1万股 | $9,468.6万 | 22.1万股 | -7.9万股-36.00% | 减仓 |
 GENTEXGNTX |
| 0.4% | 0.07% | $5,448.2万 | 161.6万股 | $6,823.2万 | 188.9万股 | -27.3万股-14.44% | 减仓 |
 KRYSTAL BIOTECHKRYS |
| 0.4% | 0.05% | $5,433.8万 | 29.6万股 | $5,728.4万 | 32.2万股 | -2.6万股-8.09% | 减仓 |
| SSPDR行业精选信托XLF |
| 0.39% | 0.14% | $5,344.3万 | 130.0万股 | $1.45亿 | 345.3万股 | -215.3万股-62.35% | 减仓 |
 林德LIN |
| 0.39% | 0.48% | $5,322.3万 | 12.1万股 | $5.05亿 | 108.8万股 | -96.7万股-88.85% | 减仓 |
 CAMTEKCAMT |
| 0.39% | 0.04% | $5,306.2万 | 42.4万股 | $3,842.9万 | 45.9万股 | -3.5万股-7.64% | 减仓 |
 Nice Ltd ADRNICE |
| 0.38% | 0.08% | $5,195.1万 | 30.2万股 | $8,071.2万 | 31.0万股 | -7,600股-2.45% | 减仓 |
| AANSYS INC COMANSS |
| 0.37% | 0.12% | $5,037.1万 | 15.7万股 | $1.29亿 | 37.0万股 | -21.4万股-57.70% | 减仓 |
 欧特克ADSK |
| 0.37% | 0.16% | $5,024.4万 | 20.3万股 | $1.63亿 | 62.7万股 | -42.4万股-67.62% | 减仓 |
 Guardant HealthGH |
| 0.36% | 0.04% | $4,903.9万 | 169.8万股 | $3,805.8万 | 184.5万股 | -14.7万股-7.96% | 减仓 |
