 博通AVGO |
| 13.65% | 0.72% | $8,201.4万 | 21.7万股 | $296.7万 | 9,556股 | +20.8万股+2,173.60% | 加仓 |
 台积电TSM |
| 12.18% | 15.15% | $7,318.0万 | 15.3万股 | $6,258.3万 | 18.5万股 | -3.1万股-16.94% | 减仓 |
 Arista网络ANET |
| 11.84% | 12.52% | $7,114.3万 | 41.9万股 | $5,173.1万 | 42.0万股 | -938股-0.22% | 减仓 |
 伍德沃德WWD |
| 6.13% | — | $3,683.0万 | 8.7万股 | $0 | 0股 | +8.7万股 | 新买入 |
 安费诺APH |
| 5.46% | 5.69% | $3,279.2万 | 18.6万股 | $2,349.4万 | 18.5万股 | +743股+0.40% | 加仓 |
 礼来LLY |
| 5.23% | 5.82% | $3,146.4万 | 2.6万股 | $2,404.5万 | 2.6万股 | +190股+0.73% | 加仓 |
 英伟达NVDA |
| 5.16% | — | $3,098.4万 | 15.5万股 | $0 | 0股 | +15.5万股 | 新买入 |
 LAUDER ESTEE COS CL AEL |
| 4.67% | — | $2,806.1万 | 35.6万股 | $0 | 0股 | +35.6万股 | 新买入 |
 ANALOG DEVICES COMADI |
| 4.63% | 6.26% | $2,784.4万 | 7.0万股 | $2,586.4万 | 8.1万股 | -1.1万股-13.43% | 减仓 |
 芝加哥期权交易所CBOE |
| 4.31% | — | $2,592.5万 | 10.7万股 | $0 | 0股 | +10.7万股 | 新买入 |
| FFIVE BELOWFIVE |
| 4.21% | — | $2,530.5万 | 14.1万股 | $0 | 0股 | +14.1万股 | 新买入 |
 HERSHEY COMHSY |
| 3.71% | — | $2,228.3万 | 12.7万股 | $0 | 0股 | +12.7万股 | 新买入 |
 GLOBUS MEDGMED |
| 3.13% | 4.95% | $1,880.7万 | 23.8万股 | $2,045.0万 | 23.7万股 | +1,585股+0.67% | 加仓 |
| GGE医疗GEHC |
| 2.58% | 0.3% | $1,549.0万 | 24.2万股 | $125.9万 | 1.8万股 | +22.5万股+1,273.11% | 加仓 |
 亚马逊AMZN |
| 2.42% | — | $1,454.0万 | 6.1万股 | $0 | 0股 | +6.1万股 | 新买入 |
| VV FVFC |
| 2.27% | — | $1,367.1万 | 82.0万股 | $0 | 0股 | +82.0万股 | 新买入 |
 GXO LOGISTICS INCORPORATEDGXO |
| 1.14% | 2.05% | $684.4万 | 13.5万股 | $846.6万 | 16.3万股 | -2.8万股-17.00% | 减仓 |
 美光科技MU |
| 1.02% | 1% | $611.9万 | 5,305股 | $412.7万 | 1.2万股 | -6,874股-56.44% | 减仓 |
 德事隆TXT |
| 0.96% | — | $579.0万 | 6.3万股 | $0 | 0股 | +6.3万股 | 新买入 |
 WASTE CONNECTIONSWCN |
| 0.95% | — | $571.4万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
 西屋制动WAB |
| 0.92% | 1.17% | $551.6万 | 2.0万股 | $481.7万 | 1.9万股 | +1,259股+6.55% | 加仓 |
 江森自控JCI |
| 0.81% | 1.6% | $485.1万 | 3.3万股 | $661.0万 | 5.0万股 | -1.7万股-33.98% | 减仓 |
 ROSS STORES COMROST |
| 0.66% | — | $397.6万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| CCHART INDSGTLS |
| 0.62% | 0.9% | $373.2万 | 1.8万股 | $370.7万 | 1.8万股 | 00.00% | 持仓不变 |
 华纳兄弟探索WBD |
| 0.46% | — | $275.7万 | 10.4万股 | $0 | 0股 | +10.4万股 | 新买入 |
 Meta平台META |
| 0.38% | — | $229.7万 | 4,080股 | $0 | 0股 | +4,080股 | 新买入 |
 嘉信理财SCHW |
| 0.26% | — | $154.7万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 耐克NKE |
| 0.12% | 0.33% | $70.1万 | 1.7万股 | $135.6万 | 3.8万股 | -2.1万股-54.76% | 减仓 |
 华纳兄弟探索WBD |
| 0.09% | — | $56.4万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 BRADYBRC |
| 0.05% | — | $29.9万 | 3,269股 | $0 | 0股 | +3,269股 | 新买入 |
 微软MSFT |
| — | 4.66% | $0 | 0股 | $1,924.1万 | 5.2万股 | -5.2万股 | 清仓 |
 GE VernovaGEV |
| — | 1.33% | $0 | 0股 | $550.3万 | 6,285股 | -6,285股 | 清仓 |
 BOOKING COMBKNG |
| — | 6.56% | $0 | 0股 | $2,710.6万 | 6,418股 | -6,418股 | 清仓 |
| AAT&TT |
| — | 5.87% | $0 | 0股 | $2,425.3万 | 83.4万股 | -83.4万股 | 清仓 |
 TE CONNECTIVITY ORD SHSTEL |
| — | 6.14% | $0 | 0股 | $2,537.9万 | 12.1万股 | -12.1万股 | 清仓 |
 Roper科技ROP |
| — | 0.15% | $0 | 0股 | $61.6万 | 1,734股 | -1,734股 | 清仓 |
| DDeckersDECK |
| — | 4.93% | $0 | 0股 | $2,035.3万 | 20.3万股 | -20.3万股 | 清仓 |
 豪洛捷HOLX |
| — | 0.87% | $0 | 0股 | $359.2万 | 4.7万股 | -4.7万股 | 清仓 |
 ENVISTANVST |
| — | 6.48% | $0 | 0股 | $2,674.8万 | 105.1万股 | -105.1万股 | 清仓 |
| CCLEARWATER ANALYTICS CL ACWAN |
| — | 0.44% | $0 | 0股 | $182.3万 | 7.7万股 | -7.7万股 | 清仓 |
| SSEALED AIR NEWSEE |
| — | 0.07% | $0 | 0股 | $27.6万 | 6,535股 | -6,535股 | 清仓 |
| AAIR LEASE |
| — | 0.85% | $0 | 0股 | $349.4万 | 5.4万股 | -5.4万股 | 清仓 |
| AAMICUS THERAPEUTIC COMAM6 |
| — | 0.63% | $0 | 0股 | $262.3万 | 18.1万股 | -18.1万股 | 清仓 |
| OONESTREAM CL AK4F |
| — | 0.45% | $0 | 0股 | $185.2万 | 7.7万股 | -7.7万股 | 清仓 |
 亚马逊AMZN |
| — | 0.17% | $0 | 0股 | $68.8万 | 1.2万股 | -1.2万股 | 清仓 |
 美光科技MU |
| — | 1.94% | $0 | 0股 | $801.7万 | 3,600股 | -3,600股 | 清仓 |
