 科磊KLAC |
| 1.42% | — | $1,436.4万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
 微软MSFT |
| 1.39% | 0.56% | $1,410.4万 | 3.8万股 | $485.7万 | 1.3万股 | +2.5万股+188.13% | 加仓 |
 福特F |
| 1.1% | — | $1,111.8万 | 80.0万股 | $0 | 0股 | +80.0万股 | 新买入 |
| T赛默飞世尔TMO |
| 0.99% | — | $1,007.0万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 CASEYS GEN STORESCASY |
| 0.99% | — | $999.4万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 礼来LLY |
| 0.98% | 0.12% | $987.9万 | 8,236股 | $107.6万 | 1,170股 | +7,066股+603.93% | 加仓 |
 甲骨文ORCL |
| 0.97% | — | $980.9万 | 6.7万股 | $0 | 0股 | +6.7万股 | 新买入 |
| CCBRE CL ACBRE |
| 0.92% | 0.33% | $936.7万 | 7.0万股 | $284.0万 | 2.1万股 | +4.9万股+231.77% | 加仓 |
 好市多COST |
| 0.91% | 0.16% | $921.1万 | 9,846股 | $134.4万 | 1,349股 | +8,497股+629.87% | 加仓 |
 亚马逊AMZN |
| 0.89% | 0.61% | $898.4万 | 3.8万股 | $530.1万 | 2.5万股 | +1.2万股+48.09% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.75% | 0.23% | $756.0万 | 8.2万股 | $197.2万 | 2.1万股 | +6.1万股+284.22% | 加仓 |
 联邦快递FDX |
| 0.74% | — | $749.2万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 GENERAL MILLS COMGIS |
| 0.71% | — | $719.3万 | 20.7万股 | $0 | 0股 | +20.7万股 | 新买入 |
 美敦力MDT |
| 0.69% | 0.17% | $700.3万 | 9.0万股 | $150.5万 | 1.7万股 | +7.2万股+415.43% | 加仓 |
 耐克NKE |
| 0.69% | — | $698.9万 | 17.0万股 | $0 | 0股 | +17.0万股 | 新买入 |
 AMD超威AMD |
| 0.66% | 0.77% | $670.8万 | 1.2万股 | $670.7万 | 3.3万股 | -2.1万股-64.97% | 减仓 |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 0.66% | — | $667.0万 | 17.2万股 | $0 | 0股 | +17.2万股 | 新买入 |
 SterisSTE |
| 0.65% | 0.16% | $662.6万 | 3.1万股 | $136.0万 | 6,149股 | +2.5万股+411.73% | 加仓 |
 IQVIAIQV |
| 0.64% | 0.06% | $649.8万 | 3.4万股 | $47.7万 | 2,796股 | +3.1万股+1,102.72% | 加仓 |
| TTERADYNETER |
| 0.64% | — | $646.3万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 GeneracGNRC |
| 0.64% | 0.42% | $644.8万 | 2.2万股 | $366.4万 | 1.9万股 | +3,260股+17.38% | 加仓 |
| EEBAY COMEBAY |
| 0.63% | — | $637.1万 | 5.7万股 | $0 | 0股 | +5.7万股 | 新买入 |
 达登饭店DRI |
| 0.63% | — | $637.0万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
 RobinhoodHOOD |
| 0.62% | — | $630.2万 | 6.3万股 | $0 | 0股 | +6.3万股 | 新买入 |
 宣伟SHW |
| 0.62% | 0.42% | $629.1万 | 1.8万股 | $367.5万 | 1.1万股 | +6,804股+59.34% | 加仓 |
 康明斯CMI |
| 0.6% | 1.1% | $608.2万 | 8,527股 | $956.1万 | 1.8万股 | -9,244股-52.02% | 减仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.6% | 0.22% | $607.1万 | 1.2万股 | $192.9万 | 2,828股 | +9,092股+321.50% | 加仓 |
 洛克希德马丁LMT |
| 0.59% | — | $598.5万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 希尔顿HLT |
| 0.59% | 0.29% | $596.5万 | 1.8万股 | $248.9万 | 8,184股 | +9,868股+120.58% | 加仓 |
| OOKLOOKLO |
| 0.59% | 0.13% | $595.2万 | 11.4万股 | $109.8万 | 2.2万股 | +9.2万股+413.93% | 加仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.59% | 0.02% | $595.1万 | 2.4万股 | $13.2万 | 667股 | +2.3万股+3,469.27% | 加仓 |
| IIBMIBM |
| 0.58% | — | $588.9万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 CARRIER GLOBALCARR |
| 0.54% | — | $546.8万 | 7.5万股 | $0 | 0股 | +7.5万股 | 新买入 |
 TARGET COMTGT |
| 0.53% | 0.25% | $540.6万 | 4.1万股 | $220.1万 | 1.8万股 | +2.3万股+127.87% | 加仓 |
 百事可乐PEP |
| 0.53% | 0.35% | $538.0万 | 4.0万股 | $301.2万 | 1.9万股 | +2.0万股+104.83% | 加仓 |
 Arista网络ANET |
| 0.53% | — | $533.6万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
 KNIGHT-SWIFT TRANSN CL AKNX |
| 0.51% | — | $518.3万 | 6.7万股 | $0 | 0股 | +6.7万股 | 新买入 |
 CINTAS COMCTAS |
| 0.51% | — | $516.3万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 3M COMMMM |
| 0.51% | 0.11% | $513.5万 | 3.2万股 | $98.0万 | 6,747股 | +2.5万股+370.09% | 加仓 |
 CDWCDW |
| 0.5% | — | $510.7万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
 SYNCHRONY FINANCIAL COMSYF |
| 0.5% | — | $510.6万 | 6.7万股 | $0 | 0股 | +6.7万股 | 新买入 |
 DOW COMDOW |
| 0.5% | 0.83% | $506.7万 | 18.5万股 | $716.8万 | 17.2万股 | +1.3万股+7.60% | 加仓 |
 德州仪器TXN |
| 0.49% | 0.04% | $500.0万 | 1.7万股 | $32.2万 | 1,657股 | +1.5万股+912.25% | 加仓 |
 Targa资源TRGP |
| 0.49% | 0.46% | $498.8万 | 1.9万股 | $402.2万 | 1.6万股 | +2,559股+15.95% | 加仓 |
 PAYCHEX COMPAYX |
| 0.49% | — | $494.8万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 派克汉尼汾PH |
| 0.49% | 0.11% | $491.6万 | 5,026股 | $95.8万 | 1,070股 | +3,956股+369.72% | 加仓 |
 MERCADOLIBRE COMMELI |
| 0.49% | 0.44% | $491.2万 | 2,894股 | $378.0万 | 2,186股 | +708股+32.39% | 加仓 |
| SSAIASAIA |
| 0.48% | 0.46% | $485.5万 | 1.2万股 | $398.4万 | 1.1万股 | +186股+1.64% | 加仓 |
| VVIAVI SOLUTIONSVIAV |
| 0.48% | — | $485.1万 | 10.2万股 | $0 | 0股 | +10.2万股 | 新买入 |
 第一资本COF |
| 0.48% | 0.76% | $484.7万 | 2.4万股 | $659.0万 | 3.6万股 | -1.2万股-33.13% | 减仓 |
