 SCHEIN HENRYHSIC |
| 7.02% | 7.11% | $1.07亿 | 128.7万股 | $9,384.3万 | 127.3万股 | +1.4万股+1.07% | 加仓 |
 亚马逊AMZN |
| 6.23% | 4.17% | $9,526.5万 | 40.0万股 | $5,497.8万 | 26.4万股 | +13.6万股+51.42% | 加仓 |
 威廉姆斯WMB |
| 5.28% | 6.48% | $8,085.1万 | 108.8万股 | $8,543.8万 | 117.4万股 | -8.6万股-7.35% | 减仓 |
 CLEAN HARBORSCLH |
| 5.28% | 5.49% | $8,081.4万 | 27.1万股 | $7,241.1万 | 25.3万股 | +1.8万股+7.11% | 加仓 |
 AMETEK COMAME |
| 5.27% | 5.88% | $8,065.6万 | 33.3万股 | $7,755.4万 | 36.2万股 | -2.8万股-7.86% | 减仓 |
| PPRIMO BRANDSPRMB |
| 5.02% | 4.83% | $7,679.4万 | 314.2万股 | $6,370.2万 | 338.3万股 | -24.1万股-7.12% | 减仓 |
 奎斯特诊断DGX |
| 4.99% | 4.45% | $7,639.8万 | 36.0万股 | $5,868.8万 | 29.9万股 | +6.1万股+20.37% | 加仓 |
 第一资本COF |
| 4.77% | 4.05% | $7,293.7万 | 36.4万股 | $5,343.4万 | 29.3万股 | +7.1万股+24.12% | 加仓 |
| RRBB FUND TRUSTSASS |
| 4.72% | 5.07% | $7,221.9万 | 285.5万股 | $6,693.0万 | 288.4万股 | -2.9万股-1.01% | 减仓 |
 STANDARDAEROSARO |
| 4.59% | 4.21% | $7,019.1万 | 234.7万股 | $5,552.6万 | 215.0万股 | +19.7万股+9.17% | 加仓 |
| SSOMNIGROUP INTERNATIONAL COMSGI |
| 4.28% | 3.6% | $6,556.3万 | 83.6万股 | $4,748.3万 | 64.2万股 | +19.4万股+30.19% | 加仓 |
| CC H ROBINSON WORLDWIDE INCHRW |
| 4.23% | 2.84% | $6,468.7万 | 34.3万股 | $3,752.6万 | 22.6万股 | +11.7万股+52.00% | 加仓 |
 马丁玛丽埃塔MLM |
| 4.05% | 4.6% | $6,200.2万 | 10.8万股 | $6,069.8万 | 10.3万股 | +4,402股+4.27% | 加仓 |
 ANALOG DEVICES COMADI |
| 4.02% | — | $6,150.3万 | 15.5万股 | $0 | 0股 | +15.5万股 | 新买入 |
 WELLTOWER COMWELL |
| 3.53% | 3.83% | $5,399.1万 | 23.8万股 | $5,053.3万 | 25.6万股 | -1.8万股-6.93% | 减仓 |
| SSANDISK COMSNDK |
| 3.26% | — | $4,994.9万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 TD SYNNEXSNX |
| 3.25% | — | $4,977.7万 | 18.6万股 | $0 | 0股 | +18.6万股 | 新买入 |
 KNIGHT-SWIFT TRANSN CL AKNX |
| 3.13% | — | $4,793.6万 | 61.6万股 | $0 | 0股 | +61.6万股 | 新买入 |
 FLOWSERVEFLS |
| 3.08% | — | $4,706.3万 | 63.5万股 | $0 | 0股 | +63.5万股 | 新买入 |
 迈威尔MRVL |
| 2.64% | 0.58% | $4,036.4万 | 13.5万股 | $760.5万 | 7.7万股 | +5.9万股+76.48% | 加仓 |
| AAPI COM STKAPG |
| 2.47% | 4.25% | $3,780.3万 | 89.3万股 | $5,606.5万 | 138.4万股 | -49.1万股-35.49% | 减仓 |
| EENTEGRISENTG |
| 1.85% | — | $2,833.1万 | 15.8万股 | $0 | 0股 | +15.8万股 | 新买入 |
| QQNITY ELECTRONICS COMMON STOCKQ |
| 1.73% | — | $2,641.3万 | 16.2万股 | $0 | 0股 | +16.2万股 | 新买入 |
 PALO ALTOPANW |
| 0.8% | 0.61% | $1,223.8万 | 3.6万股 | $809.9万 | 5.1万股 | -1.5万股-28.96% | 减仓 |
 安费诺APH |
| 0.74% | 0.54% | $1,126.8万 | 6.4万股 | $709.9万 | 5.6万股 | +7,725股+13.75% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.58% | 0.56% | $891.6万 | 1.2万股 | $744.0万 | 1.1万股 | +500股+4.37% | 加仓 |
 DANAHER DEL COMDHR |
| 0.52% | 2.89% | $798.6万 | 4.2万股 | $3,814.8万 | 20.1万股 | -15.9万股-79.16% | 减仓 |
| IiShares安硕信托IWD |
| 0.5% | 0.53% | $765.0万 | 3.2万股 | $704.8万 | 3.3万股 | -1,430股-4.34% | 减仓 |
| GGUIDEWIRE SOFTWAREGWRE |
| 0.44% | 0.63% | $679.3万 | 5.5万股 | $825.7万 | 5.5万股 | 00.00% | 持仓不变 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.32% | 0.27% | $483.7万 | 1.3万股 | $358.1万 | 1.3万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.29% | 0.3% | $436.4万 | 5.7万股 | $392.6万 | 5.7万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.25% | 0.15% | $376.1万 | 1.1万股 | $202.2万 | 7,031股 | +3,492股+49.67% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.23% | 4.46% | $350.2万 | 2.8万股 | $5,888.1万 | 37.4万股 | -34.6万股-92.40% | 减仓 |
 美光科技MU |
| 0.19% | — | $296.3万 | 2,567股 | $0 | 0股 | +2,567股 | 新买入 |
 BWX科技BWXT |
| 0.17% | 0.21% | $261.9万 | 1.3万股 | $275.1万 | 1.3万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.14% | 0.27% | $208.7万 | 5,596股 | $359.4万 | 9,708股 | -4,112股-42.36% | 减仓 |
 英伟达NVDA |
| 0.13% | — | $192.9万 | 9,642股 | $0 | 0股 | +9,642股 | 新买入 |
 QUANTA SVCSPWR |
| 0.02% | 2.64% | $23.9万 | 332股 | $3,483.1万 | 6.3万股 | -6.3万股-99.48% | 减仓 |
