 泛林集团LRCX |
| 15.39% | 10.02% | $966.1万 | 2.2万股 | $514.6万 | 2.4万股 | -1,789股-7.43% | 减仓 |
 博通AVGO |
| 8.7% | 8.94% | $546.2万 | 1.4万股 | $459.1万 | 1.5万股 | -375股-2.53% | 减仓 |
 UNITED RENTALSURI |
| 6.53% | 5.15% | $410.2万 | 3,621股 | $264.6万 | 3,632股 | -11股-0.30% | 减仓 |
 Arista网络ANET |
| 4.32% | 3.5% | $271.5万 | 1.6万股 | $179.6万 | 1.5万股 | +1,351股+9.24% | 加仓 |
 飞塔FTNT |
| 3.67% | 2.39% | $230.4万 | 1.5万股 | $122.5万 | 1.5万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 3.61% | 3.85% | $226.9万 | 1.1万股 | $197.8万 | 1.1万股 | 00.00% | 持仓不变 |
 高盛GS |
| 3.36% | 3.47% | $211.2万 | 2,088股 | $178.3万 | 2,107股 | -19股-0.90% | 减仓 |
 苹果AAPL |
| 2.69% | 2.88% | $168.7万 | 5,830股 | $148.0万 | 5,830股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 2.67% | 2.65% | $167.5万 | 4,740股 | $136.0万 | 4,740股 | 00.00% | 持仓不变 |
 微软MSFT |
| 2.45% | 2.98% | $153.9万 | 4,127股 | $152.8万 | 4,127股 | 00.00% | 持仓不变 |
| OOREILLY AUTOMOTIVE COMORLY |
| 2.35% | 2.89% | $147.5万 | 1.6万股 | $148.4万 | 1.6万股 | -60股-0.37% | 减仓 |
 谷歌AGOOGL |
| 1.96% | 1.96% | $123.1万 | 3,445股 | $100.6万 | 3,500股 | -55股-1.57% | 减仓 |
 PALO ALTOPANW |
| 1.9% | 1.25% | $119.0万 | 3,490股 | $64.0万 | 3,990股 | -500股-12.53% | 减仓 |
 VisaV |
| 1.86% | 2.01% | $117.0万 | 3,409股 | $103.0万 | 3,409股 | 00.00% | 持仓不变 |
| CCIGNALIBD |
| 1.68% | 2% | $105.3万 | 3,820股 | $102.8万 | 3,852股 | -32股-0.83% | 减仓 |
 宣伟SHW |
| 1.65% | 1.88% | $103.8万 | 3,015股 | $96.6万 | 3,015股 | 00.00% | 持仓不变 |
 NEXSTAR MEDIANXST |
| 1.61% | 2.01% | $100.9万 | 5,650股 | $103.1万 | 5,702股 | -52股-0.91% | 减仓 |
 PRICE T ROWE COMTROW |
| 1.41% | 1.38% | $88.5万 | 7,782股 | $70.7万 | 7,838股 | -56股-0.71% | 减仓 |
| T赛默飞世尔TMO |
| 1.28% | 1.53% | $80.3万 | 1,602股 | $78.7万 | 1,602股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 1.26% | 1.34% | $79.4万 | 3,155股 | $68.6万 | 3,155股 | 00.00% | 持仓不变 |
 Meta平台META |
| 1.2% | 1.49% | $75.5万 | 1,340股 | $76.7万 | 1,340股 | 00.00% | 持仓不变 |
| FFIVE BELOWFIVE |
| 1.17% | 1.82% | $73.6万 | 4,095股 | $93.6万 | 4,095股 | 00.00% | 持仓不变 |
 福泰制药VRTX |
| 1.16% | 1.28% | $73.0万 | 1,470股 | $65.6万 | 1,470股 | 00.00% | 持仓不变 |
 ESSENTESNT |
| 1.13% | 1.36% | $71.2万 | 1.1万股 | $69.9万 | 1.2万股 | -880股-7.36% | 减仓 |
 CULLEN FROST BANKERSCFR |
| 1.06% | 1.17% | $66.3万 | 4,288股 | $59.9万 | 4,370股 | -82股-1.88% | 减仓 |
 TRACTOR SUPPLY COMTSCO |
| 0.9% | 2.27% | $56.8万 | 1.8万股 | $116.7万 | 2.6万股 | -7,800股-30.27% | 减仓 |
 AMGEN COMAMGN |
| 0.89% | 1.08% | $55.9万 | 1,545股 | $55.3万 | 1,573股 | -28股-1.78% | 减仓 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 0.87% | 1.23% | $54.3万 | 1,205股 | $63.0万 | 1,205股 | 00.00% | 持仓不变 |
 THOR INDSTHO |
| 0.86% | 1.23% | $54.2万 | 7,205股 | $63.3万 | 7,923股 | -718股-9.06% | 减仓 |
 BANK OZK LITTLE ROCK ARKOZK |
| 0.85% | 0.94% | $53.1万 | 1.0万股 | $48.1万 | 1.0万股 | -294股-2.80% | 减仓 |
 亚马逊AMZN |
| 0.82% | 0.87% | $51.3万 | 2,151股 | $44.8万 | 2,151股 | 00.00% | 持仓不变 |
 爱德华生命科学EW |
| 0.8% | 0.42% | $50.1万 | 5,538股 | $21.6万 | 2,700股 | +2,838股+105.11% | 加仓 |
| SSS&C TECHSSNC |
| 0.74% | 0.98% | $46.4万 | 7,473股 | $50.5万 | 7,473股 | 00.00% | 持仓不变 |
 TD SYNNEXSNX |
| 0.73% | 0.57% | $45.7万 | 1,708股 | $29.3万 | 1,738股 | -30股-1.73% | 减仓 |
 联合健康UNH |
| 0.7% | 0.55% | $43.6万 | 1,050股 | $28.4万 | 1,050股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.7% | 0.81% | $43.6万 | 3,396股 | $41.8万 | 3,472股 | -76股-2.19% | 减仓 |
 IRON MTN DEL COMIRM |
| 0.66% | — | $41.5万 | 3,284股 | $0 | 0股 | +3,284股 | 新买入 |
 L3哈里斯LHX |
| 0.65% | 0.94% | $40.7万 | 1,400股 | $48.3万 | 1,400股 | 00.00% | 持仓不变 |
 摩根士丹利MS |
| 0.63% | 0.61% | $39.7万 | 1,900股 | $31.3万 | 1,900股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.63% | 0.86% | $39.3万 | 4,329股 | $44.4万 | 4,329股 | 00.00% | 持仓不变 |
 QUANTA SVCSPWR |
| 0.61% | 0.57% | $38.6万 | 536股 | $29.4万 | 536股 | 00.00% | 持仓不变 |
| DDICKS SPORTING GOODSDKS |
| 0.61% | 0.65% | $38.4万 | 1,694股 | $33.6万 | 1,694股 | 00.00% | 持仓不变 |
 MCKESSON COMMCK |
| 0.61% | 0.6% | $38.2万 | 505股 | $30.7万 | 355股 | +150股+42.25% | 加仓 |
 COPART COMCPRT |
| 0.6% | 0.86% | $37.7万 | 1.3万股 | $44.4万 | 1.3万股 | 00.00% | 持仓不变 |
 CARRIER GLOBALCARR |
| 0.54% | 0.52% | $33.8万 | 4,602股 | $26.6万 | 4,722股 | -120股-2.54% | 减仓 |
 OWENS CORNING NEW COMOC |
| 0.5% | 0.43% | $31.3万 | 1,969股 | $21.9万 | 2,026股 | -57股-2.81% | 减仓 |
 贝莱德·INC COMBLK |
| 0.48% | 0.61% | $30.2万 | 314股 | $31.1万 | 323股 | -9股-2.79% | 减仓 |
| WWATSCOWSO |
| 0.46% | 0.49% | $29.0万 | 697股 | $25.4万 | 697股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 0.46% | 0.27% | $28.9万 | 400股 | $13.7万 | 400股 | 00.00% | 持仓不变 |
| EEBAY COMEBAY |
| 0.44% | 0.46% | $27.6万 | 2,471股 | $23.6万 | 2,591股 | -120股-4.63% | 减仓 |
