 宝洁PG |
| 11.23% | 5.03% | $5.48亿 | 373.5万股 | $2.04亿 | 141.4万股 | +232.0万股+164.03% | 加仓 |
 FLUTTER ENTMTFLUT |
| 5.72% | — | $2.79亿 | 273.2万股 | $0 | 0股 | +273.2万股 | 新买入 |
 MONDELEZ INTL CL AMDLZ |
| 3.62% | — | $1.76亿 | 305.0万股 | $0 | 0股 | +305.0万股 | 新买入 |
 KEURIG DR PEPPER COMKDP |
| 3.34% | — | $1.63亿 | 497.0万股 | $0 | 0股 | +497.0万股 | 新买入 |
 YUM BRANDS COMYUM |
| 3.33% | — | $1.62亿 | 101.6万股 | $0 | 0股 | +101.6万股 | 新买入 |
 International Flavors & Fragrances INC Fragrans CORP COMMONIFF |
| 3.22% | — | $1.57亿 | 198.0万股 | $0 | 0股 | +198.0万股 | 新买入 |
 ChipotleCMG |
| 3.19% | 3.15% | $1.55亿 | 457.0万股 | $1.28亿 | 399.6万股 | +57.5万股+14.39% | 加仓 |
 T-MOBILE US COMTMUS |
| 3.18% | 0.83% | $1.55亿 | 92.5万股 | $3,354.0万 | 16.0万股 | +76.6万股+479.38% | 加仓 |
 PHILIP MORRIS INTLPM |
| 2.99% | — | $1.46亿 | 80.5万股 | $0 | 0股 | +80.5万股 | 新买入 |
 希尔顿HLT |
| 2.69% | 4.65% | $1.31亿 | 39.6万股 | $1.89亿 | 62.1万股 | -22.4万股-36.15% | 减仓 |
 环联TRU |
| 2.64% | 1.55% | $1.29亿 | 178.6万股 | $6,292.5万 | 90.9万股 | +87.7万股+96.39% | 加仓 |
 史赛克SYK |
| 2.58% | 1.63% | $1.26亿 | 40.0万股 | $6,623.2万 | 20.2万股 | +19.8万股+98.40% | 加仓 |
| WWYNDHAM HOTELS & RESORTSWH |
| 2.54% | 2.79% | $1.24亿 | 147.2万股 | $1.13亿 | 139.3万股 | +8.0万股+5.71% | 加仓 |
 ENVISTANVST |
| 2.36% | — | $1.15亿 | 437.3万股 | $0 | 0股 | +437.3万股 | 新买入 |
| CCONAGRA BRANDSCAG |
| 2.23% | — | $1.09亿 | 808.7万股 | $0 | 0股 | +808.7万股 | 新买入 |
| OONONON |
| 2.2% | 5.52% | $1.07亿 | 302.8万股 | $2.24亿 | 658.6万股 | -355.8万股-54.02% | 减仓 |
 雅培ABT |
| 2.01% | — | $9,815.8万 | 108.2万股 | $0 | 0股 | +108.2万股 | 新买入 |
| FFRESHPETFRPT |
| 1.87% | 2.3% | $9,105.8万 | 154.0万股 | $9,352.8万 | 158.6万股 | -4.6万股-2.90% | 减仓 |
 埃森哲ACN |
| 1.82% | 0.75% | $8,896.2万 | 71.5万股 | $3,057.9万 | 15.4万股 | +56.1万股+363.57% | 加仓 |
 PERFORMANCE FOODPFGC |
| 1.74% | — | $8,486.7万 | 75.9万股 | $0 | 0股 | +75.9万股 | 新买入 |
| RROLLINS COMROL |
| 1.7% | 2.03% | $8,267.6万 | 198.1万股 | $8,233.1万 | 154.1万股 | +43.9万股+28.49% | 加仓 |
| T赛默飞世尔TMO |
| 1.59% | 1.11% | $7,757.8万 | 15.5万股 | $4,522.8万 | 9.2万股 | +6.3万股+68.17% | 加仓 |
 HEICOHEI |
| 1.48% | — | $7,214.8万 | 20.3万股 | $0 | 0股 | +20.3万股 | 新买入 |
 IQVIAIQV |
| 1.47% | 1.16% | $7,168.0万 | 37.1万股 | $4,713.6万 | 27.6万股 | +9.5万股+34.22% | 加仓 |
 瑞思迈RMD |
| 1.42% | 2.29% | $6,932.9万 | 35.6万股 | $9,290.2万 | 41.4万股 | -5.8万股-14.04% | 减仓 |
 ALCON ORD SHSALC |
| 1.4% | 2.28% | $6,827.9万 | 101.1万股 | $9,253.4万 | 124.8万股 | -23.7万股-19.02% | 减仓 |
| CCRHCRH |
| 1.35% | 1.45% | $6,572.0万 | 61.4万股 | $5,893.1万 | 56.1万股 | +5.4万股+9.56% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.32% | 0.72% | $6,417.1万 | 14.0万股 | $2,933.7万 | 6.0万股 | +7.9万股+131.02% | 加仓 |
 雷神技术RTX |
| 1.3% | 1.18% | $6,327.3万 | 33.3万股 | $4,780.0万 | 24.8万股 | +8.6万股+34.58% | 加仓 |
 欧特克ADSK |
| 1.21% | — | $5,882.0万 | 30.3万股 | $0 | 0股 | +30.3万股 | 新买入 |
 联合健康UNH |
| 1.13% | 1.01% | $5,495.8万 | 13.2万股 | $4,092.8万 | 15.1万股 | -1.9万股-12.58% | 减仓 |
 高露洁CL |
| 1.11% | — | $5,423.4万 | 59.2万股 | $0 | 0股 | +59.2万股 | 新买入 |
 ILLUMINAILMN |
| 1.04% | 1.84% | $5,083.8万 | 28.9万股 | $7,461.5万 | 60.5万股 | -31.6万股-52.24% | 减仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 1.04% | 4.25% | $5,083.1万 | 52.9万股 | $1.72亿 | 237.8万股 | -184.9万股-77.76% | 减仓 |
 GE VernovaGEV |
| 0.99% | — | $4,805.9万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
 Elevance健康ELV |
| 0.9% | — | $4,391.6万 | 11.4万股 | $0 | 0股 | +11.4万股 | 新买入 |
 UNITED RENTALSURI |
| 0.84% | 1.36% | $4,098.7万 | 3.6万股 | $5,527.4万 | 7.6万股 | -4.0万股-52.31% | 减仓 |
 COMCAST NEW CL ACMCSA |
| 0.8% | — | $3,911.5万 | 159.3万股 | $0 | 0股 | +159.3万股 | 新买入 |
 MOLINA HEALTHCAREMOH |
| 0.8% | — | $3,903.8万 | 17.1万股 | $0 | 0股 | +17.1万股 | 新买入 |
 TEXAS ROADHOUSE CLASS ATXRH |
| 0.72% | — | $3,516.2万 | 18.2万股 | $0 | 0股 | +18.2万股 | 新买入 |
 SBA通信SBAC |
| 0.63% | 0.29% | $3,070.2万 | 17.4万股 | $1,180.4万 | 6.9万股 | +10.5万股+153.69% | 加仓 |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 0.6% | — | $2,947.2万 | 29.0万股 | $0 | 0股 | +29.0万股 | 新买入 |
 AMERICAN TOWER COMAMT |
| 0.53% | — | $2,575.4万 | 15.7万股 | $0 | 0股 | +15.7万股 | 新买入 |
 迪士尼DIS |
| 0.5% | — | $2,438.5万 | 25.3万股 | $0 | 0股 | +25.3万股 | 新买入 |
| CCHARLES RIV LABS INTLCRL |
| 0.38% | 0.84% | $1,841.4万 | 8.1万股 | $3,389.3万 | 19.6万股 | -11.5万股-58.68% | 减仓 |
 财捷INTU |
| 0.35% | — | $1,719.0万 | 6.6万股 | $0 | 0股 | +6.6万股 | 新买入 |
 LIBERTY GLOBALLBTYA |
| 0.34% | — | $1,678.4万 | 147.6万股 | $0 | 0股 | +147.6万股 | 新买入 |
 GE航空GE |
| 0.33% | — | $1,594.4万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
 伍德沃德WWD |
| 0.27% | 1.48% | $1,336.4万 | 3.1万股 | $6,005.4万 | 16.8万股 | -13.6万股-81.28% | 减仓 |
 CROWN CASTLE COMCCI |
| 0.27% | 0.55% | $1,324.2万 | 17.5万股 | $2,226.7万 | 27.4万股 | -9.9万股-36.15% | 减仓 |
