 谷歌AGOOGL |
| 8.2% | 5.71% | $1,408.0万 | 3.9万股 | $851.2万 | 3.0万股 | +9,800股+33.11% | 加仓 |
 英伟达NVDA |
| 5.46% | 4.07% | $938.4万 | 4.7万股 | $606.9万 | 3.5万股 | +1.2万股+34.77% | 加仓 |
 微软MSFT |
| 4.08% | 3.93% | $701.3万 | 1.9万股 | $584.9万 | 1.6万股 | +3,000股+18.99% | 加仓 |
 苹果AAPL |
| 4.04% | 4.09% | $694.5万 | 2.4万股 | $609.1万 | 2.4万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 3.58% | 3.99% | $615.7万 | 1.6万股 | $594.3万 | 1.9万股 | -2,900股-15.10% | 减仓 |
| B纽约梅隆银行BK |
| 2.36% | 2.23% | $404.9万 | 2.8万股 | $332.2万 | 2.8万股 | 00.00% | 持仓不变 |
 EAST WEST BANCORPEWBC |
| 2.31% | — | $397.4万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 IQVIAIQV |
| 2.29% | 1.93% | $394.2万 | 2.0万股 | $288.2万 | 1.7万股 | +3,500股+20.71% | 加仓 |
| RREINSURANCE AMERRGA |
| 2.25% | 2.1% | $387.0万 | 1.8万股 | $312.4万 | 1.5万股 | +2,900股+18.95% | 加仓 |
 CDWCDW |
| 2.22% | 2.05% | $381.1万 | 2.7万股 | $306.2万 | 2.5万股 | +1,800股+7.11% | 加仓 |
 HCA医疗HCA |
| 2.18% | 2.19% | $374.3万 | 9,600股 | $326.5万 | 6,900股 | +2,700股+39.13% | 加仓 |
| DDropboxDBX |
| 2.17% | 1.79% | $373.3万 | 13.6万股 | $266.7万 | 11.7万股 | +1.9万股+15.76% | 加仓 |
 CorpayCPAY |
| 2.17% | 1.86% | $373.3万 | 1.1万股 | $276.4万 | 9,500股 | +1,700股+17.89% | 加仓 |
 福泰制药VRTX |
| 2.17% | 1.98% | $372.5万 | 7,500股 | $294.7万 | 6,600股 | +900股+13.64% | 加仓 |
 摩托罗拉解决方案MSI |
| 2.15% | 2.07% | $369.6万 | 8,900股 | $308.1万 | 7,100股 | +1,800股+25.35% | 加仓 |
 WASTE MGMT DELWM |
| 2.12% | 2.25% | $363.3万 | 1.6万股 | $335.5万 | 1.5万股 | +1,700股+11.64% | 加仓 |
 ITRONITRI |
| 2.11% | 2.05% | $362.6万 | 4.2万股 | $305.6万 | 3.4万股 | +7,800股+22.87% | 加仓 |
 礼来LLY |
| 2.1% | 1.98% | $359.8万 | 3,000股 | $294.3万 | 3,200股 | -200股-6.25% | 减仓 |
 亚马逊AMZN |
| 2.07% | 2.08% | $355.1万 | 1.5万股 | $310.3万 | 1.5万股 | 00.00% | 持仓不变 |
 MCKESSON COMMCK |
| 2.02% | 2.09% | $347.6万 | 4,600股 | $311.5万 | 3,600股 | +1,000股+27.78% | 加仓 |
 爵士制药JAZZ |
| 2.02% | 2.2% | $347.0万 | 1.4万股 | $327.1万 | 1.7万股 | -2,900股-16.76% | 减仓 |
 贝克休斯BKR |
| 2.02% | 2.13% | $346.9万 | 6.3万股 | $317.5万 | 5.2万股 | +1.1万股+20.19% | 加仓 |
 T-MOBILE US COMTMUS |
| 2% | 2.11% | $343.8万 | 2.1万股 | $315.0万 | 1.5万股 | +5,500股+36.67% | 加仓 |
 赛富时CRM |
| 1.99% | 2.07% | $341.5万 | 2.2万股 | $308.0万 | 1.7万股 | +5,300股+32.12% | 加仓 |
 纽柯钢铁NUE |
| 1.97% | 2.12% | $338.6万 | 1.5万股 | $316.2万 | 1.9万股 | -3,500股-18.72% | 减仓 |
| GGAPGAP |
| 1.97% | 1.88% | $338.3万 | 18.1万股 | $279.8万 | 11.6万股 | +6.6万股+56.66% | 加仓 |
| FFLEXFLEX |
| 1.96% | 2.06% | $337.1万 | 2.1万股 | $307.0万 | 4.7万股 | -2.6万股-55.65% | 减仓 |
| N纳斯达克NDAQ |
| 1.95% | 2.14% | $335.8万 | 4.3万股 | $318.3万 | 3.8万股 | +5,100股+13.60% | 加仓 |
 摩根士丹利MS |
| 1.95% | 2.12% | $334.5万 | 1.6万股 | $316.0万 | 1.9万股 | -3,200股-16.67% | 减仓 |
 辉瑞PFE |
| 1.94% | 2.2% | $332.8万 | 13.8万股 | $327.7万 | 11.7万股 | +2.2万股+18.42% | 加仓 |
 TENABLETENB |
| 1.94% | 1.69% | $332.7万 | 9.0万股 | $251.7万 | 14.9万股 | -5.9万股-39.38% | 减仓 |
 BRIGHT HORIZONS FAM SOL IN DBFAM |
| 1.93% | 2% | $331.7万 | 4.7万股 | $297.3万 | 3.6万股 | +1.1万股+29.28% | 加仓 |
| AATIATI |
| 1.93% | 1.94% | $331.1万 | 1.7万股 | $289.5万 | 2.0万股 | -3,100股-15.58% | 减仓 |
 BURLINGTON STORES COMBURL |
| 1.92% | 2.27% | $329.5万 | 1.0万股 | $338.4万 | 1.0万股 | 00.00% | 持仓不变 |
 ON SEMICONDUCTOR COMON |
| 1.88% | 1.99% | $322.4万 | 3.4万股 | $296.6万 | 4.8万股 | -1.4万股-28.81% | 减仓 |
 HUNTINGTON INGALLS INDS COMHII |
| 1.83% | 2.01% | $313.5万 | 1.1万股 | $300.1万 | 7,900股 | +3,300股+41.77% | 加仓 |
| NNextPowerNXT |
| 1.82% | 1.96% | $312.1万 | 2.6万股 | $291.7万 | 2.4万股 | +2,000股+8.26% | 加仓 |
 PinterestPINS |
| 1.82% | 1.83% | $312.1万 | 14.8万股 | $272.2万 | 14.8万股 | 00.00% | 持仓不变 |
 EOG资源EOG |
| 1.81% | 1.98% | $311.4万 | 2.4万股 | $294.9万 | 2.0万股 | +3,600股+17.65% | 加仓 |
| UUIPATHPATH |
| 1.81% | 1.69% | $310.4万 | 28.6万股 | $251.3万 | 22.6万股 | +5.9万股+26.15% | 加仓 |
 VertivVRT |
| 1.79% | 1.85% | $308.0万 | 9,200股 | $275.6万 | 1.1万股 | -1,800股-16.36% | 减仓 |
 英特尔INTC |
| 1.69% | 1.75% | $290.4万 | 2.1万股 | $260.8万 | 5.9万股 | -3.8万股-64.81% | 减仓 |
