 KIRBYKEX |
| 3.8% | 4.51% | $1,775.0万 | 13.1万股 | $1,965.3万 | 14.8万股 | -1.7万股-11.73% | 减仓 |
 谷歌AGOOGL |
| 3.18% | 2.89% | $1,487.1万 | 4.2万股 | $1,258.4万 | 4.4万股 | -2,148股-4.91% | 减仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 3.08% | — | $1,441.7万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 CRITEOCRTO |
| 3.04% | 3.38% | $1,421.6万 | 77.8万股 | $1,474.7万 | 82.2万股 | -4.5万股-5.45% | 减仓 |
 WORTHINGTON ENTERPRISESWOR |
| 2.63% | 2.6% | $1,230.7万 | 22.9万股 | $1,132.0万 | 21.7万股 | +1.2万股+5.44% | 加仓 |
 亚马逊AMZN |
| 2.59% | 2.56% | $1,212.1万 | 5.1万股 | $1,117.8万 | 5.4万股 | -2,813股-5.24% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.53% | 2.56% | $1,181.8万 | 2.4万股 | $1,114.7万 | 2.3万股 | +356股+1.53% | 加仓 |
| HHUBHUBG |
| 2.49% | 2.51% | $1,163.9万 | 26.6万股 | $1,096.2万 | 30.4万股 | -3.8万股-12.61% | 减仓 |
 LINCOLN ELECLECO |
| 1.98% | 1.98% | $926.0万 | 3.5万股 | $862.7万 | 3.5万股 | +241股+0.70% | 加仓 |
 Jack Henry & Associates, IncJKHY |
| 1.96% | 1.36% | $918.2万 | 6.7万股 | $595.2万 | 3.8万股 | +2.9万股+77.01% | 加仓 |
 CSX铁路CSX |
| 1.89% | 1.91% | $882.6万 | 18.6万股 | $831.6万 | 20.3万股 | -1.7万股-8.33% | 减仓 |
 强生JNJ |
| 1.8% | 2.07% | $841.7万 | 3.3万股 | $901.0万 | 3.7万股 | -3,717股-10.08% | 减仓 |
 CARLISLE COSCSL |
| 1.78% | 1.61% | $832.2万 | 2.3万股 | $700.8万 | 2.1万股 | +1,936股+9.22% | 加仓 |
| CCACTUSWHD |
| 1.63% | 1.57% | $763.9万 | 14.9万股 | $685.5万 | 14.5万股 | +4,418股+3.05% | 加仓 |
 POOLPOOL |
| 1.57% | 1.73% | $732.1万 | 3.4万股 | $755.1万 | 3.7万股 | -3,253股-8.72% | 减仓 |
 微软MSFT |
| 1.48% | 1.04% | $694.5万 | 1.9万股 | $451.6万 | 1.2万股 | +6,419股+52.62% | 加仓 |
 迪士尼DIS |
| 1.41% | 1.35% | $660.1万 | 6.9万股 | $588.1万 | 6.1万股 | +7,565股+12.40% | 加仓 |
 iShares安硕·MBSACGL |
| 1.34% | 1.49% | $625.0万 | 6.4万股 | $649.3万 | 6.8万股 | -3,252股-4.81% | 减仓 |
| CCOPACPA |
| 1.33% | 1.04% | $621.8万 | 4.0万股 | $452.2万 | 4.0万股 | +170股+0.43% | 加仓 |
 BOOKING COMBKNG |
| 1.29% | 1.03% | $605.4万 | 3.4万股 | $448.4万 | 1,065股 | +3.3万股+3,089.30% | 加仓 |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 1.25% | 0.07% | $584.6万 | 2.2万股 | $29.6万 | 1,418股 | +2.1万股+1,465.94% | 加仓 |
 ATLANTA BRAVESBATRK |
| 1.21% | 1.07% | $566.2万 | 10.9万股 | $465.8万 | 10.9万股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 1.2% | 1.09% | $559.9万 | 1.1万股 | $474.5万 | 9,654股 | +1,513股+15.67% | 加仓 |
 GILDAN ACTIVEWEARGIL |
| 1.19% | 0.97% | $557.0万 | 10.8万股 | $421.7万 | 7.6万股 | +3.2万股+42.46% | 加仓 |
 AXIS CAPAXS |
| 1.18% | 1.12% | $553.4万 | 5.2万股 | $487.1万 | 4.8万股 | +3,474股+7.23% | 加仓 |
 MURPHY USAMUSA |
| 1.12% | 1.35% | $525.9万 | 9,760股 | $589.4万 | 1.2万股 | -2,172股-18.20% | 减仓 |
| EENCOMPASS HEALTH COMEHC |
| 1.1% | 0.73% | $514.7万 | 5.1万股 | $319.7万 | 3.3万股 | +1.8万股+54.08% | 加仓 |
 雅培ABT |
| 1.06% | 0.49% | $498.1万 | 5.5万股 | $213.4万 | 2.1万股 | +3.4万股+164.08% | 加仓 |
 INTERPARFUMSIPAR |
| 1.05% | 0.83% | $492.2万 | 4.4万股 | $360.9万 | 4.0万股 | +4,280股+10.77% | 加仓 |
 GRAHAMGHC |
| 1.05% | 1.05% | $489.4万 | 4,288股 | $457.1万 | 4,323股 | -35股-0.81% | 减仓 |
 GREENBRIER COSGBX |
| 1.03% | 1.15% | $479.4万 | 9.8万股 | $501.6万 | 9.5万股 | +2,547股+2.67% | 加仓 |
 ANTERO RESOURCESAR |
| 1.01% | 1.02% | $472.5万 | 13.4万股 | $443.4万 | 10.4万股 | +3.0万股+28.70% | 加仓 |
 百事可乐PEP |
| 1% | 1.19% | $467.7万 | 3.5万股 | $517.8万 | 3.3万股 | +1,201股+3.60% | 加仓 |
 布鲁克BRKR |
| 1% | 0.83% | $466.1万 | 7.7万股 | $363.1万 | 10.1万股 | -2.3万股-22.95% | 减仓 |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 0.96% | 1.09% | $448.3万 | 2.7万股 | $474.9万 | 2.8万股 | -1,123股-4.05% | 减仓 |
| AALLEGIANT TRAVELALGT |
| 0.95% | — | $446.1万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
 MOVADO GROUP INC COMMOV |
| 0.94% | 1% | $437.6万 | 11.1万股 | $438.1万 | 17.9万股 | -6.8万股-37.95% | 减仓 |
 PERFORMANCE FOODPFGC |
| 0.93% | 0.77% | $434.9万 | 3.9万股 | $335.6万 | 3.9万股 | -271股-0.69% | 减仓 |
| VVALVOLINE COMVVV |
| 0.92% | 0.84% | $430.1万 | 10.9万股 | $366.3万 | 10.9万股 | 00.00% | 持仓不变 |
| C花旗集团C |
| 0.88% | 0.85% | $412.8万 | 2.9万股 | $369.7万 | 3.3万股 | -3,101股-9.51% | 减仓 |
 SIMPSON MFGSSD |
| 0.88% | 0.64% | $411.7万 | 2.0万股 | $281.1万 | 1.6万股 | +3,284股+20.05% | 加仓 |
 EquifaxEFX |
| 0.88% | 0.85% | $411.5万 | 2.6万股 | $371.6万 | 2.1万股 | +5,290股+25.64% | 加仓 |
 MSC INDL DIRECTMSM |
| 0.83% | — | $388.2万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
 ETSY COMETSY |
| 0.8% | 0.57% | $372.4万 | 4.9万股 | $247.1万 | 4.9万股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.79% | 0.56% | $370.3万 | 6.5万股 | $244.1万 | 5.0万股 | +1.5万股+29.82% | 加仓 |
 APPLIED INDL TECHNOLOGIES INAIT |
| 0.79% | 0.81% | $368.8万 | 1.1万股 | $353.3万 | 1.3万股 | -2,412股-18.11% | 减仓 |
| EEPAM SYSEPAM |
| 0.79% | 1.04% | $367.9万 | 4.6万股 | $452.2万 | 3.3万股 | +1.3万股+38.82% | 加仓 |
 NATIONAL FUEL GASNFG |
| 0.78% | 0.76% | $362.5万 | 4.7万股 | $329.5万 | 3.5万股 | +1.2万股+33.92% | 加仓 |
| LLIMBACHLMB |
| 0.77% | 0.77% | $360.7万 | 4.7万股 | $336.4万 | 4.3万股 | +3,733股+8.66% | 加仓 |
 HOULIHAN LOKEYHLI |
| 0.75% | 0.53% | $352.8万 | 2.6万股 | $231.7万 | 1.6万股 | +1.0万股+63.05% | 加仓 |
