 江森自控JCI |
| 11.02% | 9.75% | $1,141.5万 | 7.8万股 | $924.5万 | 7.1万股 | +7,526股+10.66% | 加仓 |
 3M COMMMM |
| 10.03% | 9.15% | $1,039.3万 | 6.4万股 | $866.9万 | 6.0万股 | +4,500股+7.54% | 加仓 |
 MATCH NEWMTCH |
| 9.47% | 7.77% | $981.4万 | 25.8万股 | $736.8万 | 24.0万股 | +1.8万股+7.51% | 加仓 |
 IQVIAIQV |
| 9.22% | 8.91% | $955.1万 | 4.9万股 | $844.8万 | 5.0万股 | -103股-0.21% | 减仓 |
 ARAMARKARMK |
| 8.69% | 7.62% | $900.9万 | 15.8万股 | $722.2万 | 17.8万股 | -2.0万股-11.12% | 减仓 |
 联合健康UNH |
| 6.89% | — | $714.0万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 US FOODSUSFD |
| 6.81% | 8.05% | $705.8万 | 6.9万股 | $763.4万 | 8.3万股 | -1.4万股-16.63% | 减仓 |
 GILDAN ACTIVEWEARGIL |
| 5.46% | 5.84% | $565.3万 | 11.0万股 | $553.9万 | 10.0万股 | +1.0万股+10.05% | 加仓 |
| VVICTORIAS SECRETVSXY |
| 5.27% | 5.63% | $545.8万 | 6.5万股 | $533.2万 | 11.5万股 | -5.0万股-43.16% | 减仓 |
 SOTERA HEALTHSHC |
| 5.25% | — | $544.1万 | 30.7万股 | $0 | 0股 | +30.7万股 | 新买入 |
| TTALEN ENERGYTLN |
| 5.2% | 3.96% | $538.6万 | 1.4万股 | $375.5万 | 1.2万股 | +2,252股+19.14% | 加仓 |
 相干公司COHR |
| 4.66% | 8.99% | $482.9万 | 1.2万股 | $851.7万 | 3.6万股 | -2.4万股-65.76% | 减仓 |
| AAPI COM STKAPG |
| 3.91% | 3.69% | $405.2万 | 9.6万股 | $350.0万 | 8.6万股 | +9,300股+10.77% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 3.15% | 2.99% | $326.6万 | 9,244股 | $283.5万 | 9,884股 | -640股-6.48% | 减仓 |
 台积电TSM |
| 2.54% | — | $263.6万 | 5,520股 | $0 | 0股 | +5,520股 | 新买入 |
 英伟达NVDA |
| 2.43% | — | $252.1万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
