 应用材料AMAT |
| 8.84% | 5.03% | $2,816.3万 | 3.9万股 | $1,332.3万 | 3.9万股 | -29股-0.07% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 4.18% | 4.81% | $1,331.2万 | 2.7万股 | $1,273.8万 | 2.7万股 | +21股+0.08% | 加仓 |
 苹果AAPL |
| 3.37% | 3.56% | $1,074.3万 | 3.7万股 | $941.9万 | 3.7万股 | +13股+0.04% | 加仓 |
 微软MSFT |
| 3.37% | 4.02% | $1,072.7万 | 2.9万股 | $1,063.7万 | 2.9万股 | +19股+0.07% | 加仓 |
| CCONSTELLIUMCSTM |
| 3.27% | 3.03% | $1,041.3万 | 32.7万股 | $803.7万 | 32.7万股 | -247股-0.08% | 减仓 |
 GeneracGNRC |
| 2.77% | 2.23% | $881.8万 | 3.0万股 | $589.6万 | 3.0万股 | -72股-0.24% | 减仓 |
 万豪MAR |
| 2.66% | 2.78% | $847.0万 | 2.3万股 | $736.9万 | 2.3万股 | +325股+1.44% | 加仓 |
 CASEYS GEN STORESCASY |
| 2.5% | 2.75% | $796.6万 | 1.0万股 | $729.6万 | 1.0万股 | -2股-0.02% | 减仓 |
| HHEALTHEQUITYHQY |
| 2.04% | 1.53% | $648.5万 | 7.2万股 | $404.4万 | 4.8万股 | +2.3万股+48.37% | 加仓 |
 AMD超威AMD |
| 1.98% | 0.84% | $632.1万 | 1.1万股 | $221.4万 | 1.1万股 | -1股-0.01% | 减仓 |
 思科CSCO |
| 1.95% | 1.55% | $621.3万 | 5.3万股 | $409.3万 | 5.3万股 | +137股+0.26% | 加仓 |
 迪尔DE |
| 1.8% | 1.92% | $572.6万 | 9,026股 | $508.0万 | 9,019股 | +7股+0.08% | 加仓 |
 美国运通AXP |
| 1.78% | 1.76% | $566.9万 | 1.7万股 | $465.4万 | 1.5万股 | +1,375股+8.94% | 加仓 |
 卡特彼勒CAT |
| 1.7% | 1.36% | $540.3万 | 5,073股 | $359.7万 | 5,078股 | -5股-0.10% | 减仓 |
 好市多COST |
| 1.67% | 2.15% | $532.9万 | 5,696股 | $569.7万 | 5,717股 | -21股-0.37% | 减仓 |
| BBANK OF AMERBAC |
| 1.49% | 1.53% | $474.5万 | 8.3万股 | $405.7万 | 8.3万股 | +54股+0.06% | 加仓 |
 ROYAL CARIBBEANRCL |
| 1.43% | 1.22% | $454.4万 | 1.4万股 | $323.5万 | 1.2万股 | +2,553股+21.72% | 加仓 |
 VALERO ENERGY COMVLO |
| 1.4% | 1.59% | $444.3万 | 1.7万股 | $420.8万 | 1.7万股 | +32股+0.19% | 加仓 |
| RRYANAIR HOLDINGS PLC SPONSORED ADRRYAAY |
| 1.35% | 1.44% | $430.7万 | 6.7万股 | $380.3万 | 6.6万股 | +721股+1.10% | 加仓 |
| OOCULAR THERAPEUTIXOCUL |
| 1.34% | 1.38% | $427.3万 | 43.5万股 | $365.0万 | 43.1万股 | +4,255股+0.99% | 加仓 |
 沃尔玛WMT |
| 1.29% | 1.7% | $411.7万 | 3.6万股 | $450.4万 | 3.6万股 | +107股+0.30% | 加仓 |
 RYMAN HOSPITALITY PPTYSRHP |
| 1.23% | 1.06% | $392.2万 | 3.1万股 | $280.7万 | 3.0万股 | +91股+0.30% | 加仓 |
 洛克希德马丁LMT |
| 1.04% | 1.48% | $332.1万 | 6,518股 | $392.6万 | 6,496股 | +22股+0.34% | 加仓 |
 GRAHAMGHC |
| 1.04% | 1.16% | $331.5万 | 2,904股 | $306.9万 | 2,903股 | +1股+0.03% | 加仓 |
 谷歌AGOOGL |
| 1.02% | 0.98% | $323.7万 | 9,057股 | $260.4万 | 9,056股 | +1股+0.01% | 加仓 |
| NNVRNVR |
| 0.94% | 1.09% | $300.1万 | 440股 | $287.6万 | 437股 | +3股+0.69% | 加仓 |
| HHAEMONETICS MASSHAE |
| 0.87% | 0.79% | $278.4万 | 3.7万股 | $209.2万 | 3.7万股 | 00.00% | 持仓不变 |
 联邦快递FDX |
| 0.85% | 1.17% | $271.6万 | 8,674股 | $308.7万 | 8,667股 | +7股+0.08% | 加仓 |
 LPL金融LPLA |
| 0.82% | 1.06% | $260.0万 | 9,231股 | $279.5万 | 9,291股 | -60股-0.65% | 减仓 |
| PPROFESIONALLY MANAGED PORTFOAKRE |
| 0.81% | 0.99% | $259.4万 | 4.9万股 | $262.6万 | 5.0万股 | -928股-1.87% | 减仓 |
 财捷INTU |
| 0.79% | 1.58% | $251.3万 | 9,628股 | $418.7万 | 9,684股 | -56股-0.58% | 减仓 |
 F5FFIV |
| 0.79% | 0.68% | $250.1万 | 6,012股 | $179.0万 | 6,188股 | -176股-2.84% | 减仓 |
 L3哈里斯LHX |
| 0.71% | 1.01% | $226.0万 | 7,778股 | $268.3万 | 7,775股 | +3股+0.04% | 加仓 |
 摩根大通JPM |
| 0.7% | 0.76% | $223.7万 | 6,833股 | $200.9万 | 6,830股 | +3股+0.04% | 加仓 |
 NETFLIXNFLX |
| 0.69% | 0.23% | $219.3万 | 3.1万股 | $61.4万 | 6,383股 | +2.4万股+381.20% | 加仓 |
 达登饭店DRI |
| 0.67% | 0.76% | $213.2万 | 1.0万股 | $202.0万 | 1.0万股 | +42股+0.41% | 加仓 |
 BLUE OWL CAP CORPOBDC |
| 0.65% | 0.77% | $207.6万 | 19.1万股 | $203.4万 | 18.4万股 | +7,080股+3.85% | 加仓 |
 第一资本COF |
| 0.64% | 0.69% | $202.4万 | 1.0万股 | $183.9万 | 1.0万股 | +9股+0.09% | 加仓 |
 安桥ENB |
| 0.62% | 0.74% | $197.3万 | 3.6万股 | $197.1万 | 3.6万股 | 00.00% | 持仓不变 |
 DIAGEO SPON ADR NEWDEO |
| 0.61% | 0.71% | $195.1万 | 2.4万股 | $186.9万 | 2.5万股 | -832股-3.31% | 减仓 |
 联合包裹UPSUPS |
| 0.58% | 0.64% | $184.9万 | 1.7万股 | $170.7万 | 1.7万股 | -157股-0.90% | 减仓 |
 SYSCO COMSYY |
| 0.57% | 0.58% | $180.4万 | 2.2万股 | $154.1万 | 2.2万股 | -21股-0.10% | 减仓 |
 雷神技术RTX |
| 0.57% | 0.69% | $180.0万 | 9,486股 | $182.9万 | 9,483股 | +3股+0.03% | 加仓 |
| TTITAN INTL INC ILL COMTWI |
| 0.56% | 0.6% | $178.8万 | 23.2万股 | $160.3万 | 23.2万股 | -1股-0.00% | 减仓 |
 可口可乐KO |
| 0.56% | 0.63% | $177.4万 | 2.2万股 | $166.8万 | 2.2万股 | -112股-0.51% | 减仓 |
| MMILLROSE PPTYS INC CLASS AMRP |
| 0.54% | 0.53% | $173.5万 | 5.8万股 | $139.5万 | 5.0万股 | +7,901股+15.86% | 加仓 |
 MSC INDL DIRECTMSM |
| 0.54% | 0.51% | $171.8万 | 1.4万股 | $133.8万 | 1.5万股 | -58股-0.40% | 减仓 |
| FFASTENAL COMFAST |
| 0.53% | 0.61% | $169.1万 | 3.5万股 | $162.9万 | 3.5万股 | +94股+0.27% | 加仓 |
 BUCKLEBKE |
| 0.52% | 0.71% | $165.3万 | 3.9万股 | $187.6万 | 3.7万股 | +1,928股+5.18% | 加仓 |
 ARCHER DANIELS MIDLAND COMADM |
| 0.51% | 0.59% | $163.9万 | 2.1万股 | $156.6万 | 2.2万股 | -98股-0.45% | 减仓 |
