| SSAMSARA INC CLASS AIOT |
| 3.65% | 3.65% | $30.3万 | 9,356股 | $29.6万 | 9,356股 | 00.00% | 持仓不变 |
| RRIVIAN AUTOMOTIVE INC CLASS ARIVN |
| 3.62% | 3.21% | $30.0万 | 1.7万股 | $26.1万 | 1.7万股 | 00.00% | 持仓不变 |
 EAST WEST BANCORPEWBC |
| 3.35% | 2.71% | $27.8万 | 1,826股 | $22.0万 | 2,076股 | -250股-12.04% | 减仓 |
 摩根大通JPM |
| 3.24% | 2.98% | $26.9万 | 822股 | $24.2万 | 822股 | 00.00% | 持仓不变 |
 VisaV |
| 3.2% | 2.89% | $26.6万 | 775股 | $23.4万 | 775股 | 00.00% | 持仓不变 |
| DDOORDASHDASH |
| 3.12% | 2.59% | $25.9万 | 1,403股 | $21.1万 | 1,403股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 3.11% | 3.09% | $25.8万 | 712股 | $25.1万 | 712股 | 00.00% | 持仓不变 |
 太平洋煤电PCG |
| 3.08% | 3.62% | $25.6万 | 1.5万股 | $29.4万 | 1.7万股 | -1,500股-8.97% | 减仓 |
 好市多COST |
| 3.08% | 3.35% | $25.5万 | 273股 | $27.2万 | 273股 | 00.00% | 持仓不变 |
 HUMANA COMHUM |
| 3.07% | 2.97% | $25.5万 | 641股 | $24.1万 | 1,391股 | -750股-53.92% | 减仓 |
 雪佛龙CVX |
| 3.03% | 3.86% | $25.1万 | 1,516股 | $31.4万 | 1,516股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 3.01% | 3.54% | $25.0万 | 700股 | $28.8万 | 1,000股 | -300股-30.00% | 减仓 |
 VITAL FARMSVITL |
| 3.01% | 2% | $25.0万 | 2.1万股 | $16.2万 | 1.1万股 | +1.0万股+87.05% | 加仓 |
 Live NationLYV |
| 3% | 3.03% | $24.9万 | 1,361股 | $24.6万 | 1,611股 | -250股-15.52% | 减仓 |
 亚马逊AMZN |
| 2.98% | 2.66% | $24.7万 | 1,037股 | $21.6万 | 1,037股 | 00.00% | 持仓不变 |
 VAIL RESORTSMTN |
| 2.91% | 2.81% | $24.2万 | 1,777股 | $22.8万 | 1,777股 | 00.00% | 持仓不变 |
 家得宝HD |
| 2.87% | 2.74% | $23.8万 | 676股 | $22.2万 | 676股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 2.82% | 3.02% | $23.4万 | 860股 | $24.5万 | 1,010股 | -150股-14.85% | 减仓 |
 DANAHER DEL COMDHR |
| 2.79% | 2.84% | $23.1万 | 1,215股 | $23.0万 | 1,215股 | 00.00% | 持仓不变 |
 ShopifySHOP |
| 2.72% | 2.89% | $22.6万 | 1,978股 | $23.5万 | 1,978股 | 00.00% | 持仓不变 |
| SSONOSSONO |
| 2.68% | 2.71% | $22.2万 | 1.6万股 | $22.0万 | 1.6万股 | 00.00% | 持仓不变 |
| TTOAST CL ATOST |
| 2.63% | 2.56% | $21.8万 | 7,841股 | $20.8万 | 7,841股 | 00.00% | 持仓不变 |
 Elevance健康ELV |
| 2.63% | 3.12% | $21.8万 | 564股 | $25.3万 | 864股 | -300股-34.72% | 减仓 |
 直觉外科ISRG |
| 2.61% | 2.67% | $21.7万 | 545股 | $21.7万 | 470股 | +75股+15.96% | 加仓 |
| AALARM COMALRM |
| 2.6% | 2.46% | $21.6万 | 4,620股 | $20.0万 | 4,620股 | 00.00% | 持仓不变 |
 穆迪MCO |
| 2.57% | 2.53% | $21.3万 | 471股 | $20.5万 | 471股 | 00.00% | 持仓不变 |
| SSWEETGREENSG |
| 2.57% | 2.19% | $21.3万 | 2.4万股 | $17.8万 | 3.4万股 | -1.0万股-29.23% | 减仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 2.57% | 2.73% | $21.3万 | 1,278股 | $22.2万 | 1,278股 | 00.00% | 持仓不变 |
| BBECTON DICKINSON & COMBDX |
| 2.56% | 2.72% | $21.3万 | 1,405股 | $22.1万 | 1,405股 | 00.00% | 持仓不变 |
 AMER SPORTS INC COM SHSAS |
| 2.55% | 2.54% | $21.2万 | 6,263股 | $20.6万 | 6,263股 | 00.00% | 持仓不变 |
 CROWN CASTLE COMCCI |
| 2.4% | 2.64% | $20.0万 | 2,636股 | $21.4万 | 2,636股 | 00.00% | 持仓不变 |
 SterisSTE |
| 2.4% | 2.58% | $19.9万 | 946股 | $20.9万 | 946股 | 00.00% | 持仓不变 |
| OONONON |
| 2.35% | 2.31% | $19.5万 | 5,505股 | $18.7万 | 5,505股 | 00.00% | 持仓不变 |
 CoStarCSGP |
| 2.33% | 2.4% | $19.3万 | 6,821股 | $19.4万 | 4,821股 | +2,000股+41.49% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 2.17% | 2.83% | $18.0万 | 1,461股 | $23.0万 | 1,461股 | 00.00% | 持仓不变 |
 沃特世WAT |
| 0.74% | 0.6% | $6.1万 | 163股 | $4.9万 | 163股 | 00.00% | 持仓不变 |
