 亚马逊AMZN |
| 2.73% | 1.19% | $30.73亿 | 1,286.2万股 | $11.35亿 | 544.9万股 | +741.3万股+136.04% | 加仓 |
 摩根大通JPM |
| 2.15% | 2.17% | $24.15亿 | 736.0万股 | $20.75亿 | 705.3万股 | +30.7万股+4.36% | 加仓 |
 US FOODSUSFD |
| 1.69% | 1.58% | $19.02亿 | 1,860.7万股 | $15.10亿 | 1,639.4万股 | +221.2万股+13.49% | 加仓 |
 应用材料AMAT |
| 1.68% | 0.98% | $18.86亿 | 263.6万股 | $9.34亿 | 272.8万股 | -9.2万股-3.37% | 减仓 |
| FFLEXFLEX |
| 1.23% | 0.89% | $13.84亿 | 861.5万股 | $8.52亿 | 1,299.3万股 | -437.8万股-33.69% | 减仓 |
 CencoraCOR |
| 1.23% | 1.48% | $13.81亿 | 486.9万股 | $14.10亿 | 448.3万股 | +38.6万股+8.61% | 加仓 |
| CCRHCRH |
| 1.23% | 0.99% | $13.80亿 | 1,291.6万股 | $9.46亿 | 900.4万股 | +391.2万股+43.45% | 加仓 |
 美光科技MU |
| 1.22% | 1% | $13.76亿 | 120.2万股 | $9.51亿 | 280.3万股 | -160.1万股-57.10% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.22% | 0.65% | $13.73亿 | 317.2万股 | $6.24亿 | 379.2万股 | -62.0万股-16.34% | 减仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 1.17% | 1% | $13.22亿 | 1,452.3万股 | $9.53亿 | 1,474.8万股 | -22.5万股-1.53% | 减仓 |
 LPL金融LPLA |
| 1.07% | 1.3% | $12.03亿 | 425.1万股 | $12.42亿 | 413.1万股 | +11.9万股+2.89% | 加仓 |
 艾伯维ABBV |
| 1.07% | 0.78% | $12.03亿 | 478.4万股 | $7.46亿 | 343.4万股 | +135.0万股+39.31% | 加仓 |
 恩智浦NXPI |
| 1.04% | 0.65% | $11.71亿 | 416.3万股 | $6.18亿 | 314.1万股 | +102.2万股+32.54% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.98% | 1% | $11.02亿 | 610.0万股 | $9.53亿 | 578.1万股 | +31.9万股+5.52% | 加仓 |
 戴蒙德能源FANG |
| 0.92% | 1.19% | $10.32亿 | 585.0万股 | $11.40亿 | 576.7万股 | +8.3万股+1.44% | 加仓 |
 迪士尼DIS |
| 0.91% | 0.85% | $10.20亿 | 1,059.9万股 | $8.16亿 | 846.3万股 | +213.7万股+25.25% | 加仓 |
 Meta平台META |
| 0.91% | 0.9% | $10.19亿 | 179.3万股 | $8.56亿 | 149.5万股 | +29.7万股+19.89% | 加仓 |
 UNITED RENTALSURI |
| 0.9% | 0.7% | $10.17亿 | 90.1万股 | $6.67亿 | 91.5万股 | -1.4万股-1.54% | 减仓 |
 奎斯特诊断DGX |
| 0.89% | 0.82% | $10.05亿 | 474.4万股 | $7.87亿 | 401.2万股 | +73.2万股+18.25% | 加仓 |
 康菲石油COP |
| 0.88% | 0.94% | $9.92亿 | 950.7万股 | $8.93亿 | 676.7万股 | +274.0万股+40.50% | 加仓 |
 摩根士丹利MS |
| 0.87% | 0.76% | $9.85亿 | 468.5万股 | $7.29亿 | 442.9万股 | +25.6万股+5.78% | 加仓 |
 高盛GS |
| 0.86% | 0.81% | $9.65亿 | 94.9万股 | $7.73亿 | 91.3万股 | +3.6万股+3.92% | 加仓 |
 CorpayCPAY |
| 0.83% | 0.74% | $9.39亿 | 281.2万股 | $7.05亿 | 242.1万股 | +39.1万股+16.14% | 加仓 |
 HUNTINGTON BANCSHARES COMHBAN |
| 0.83% | 0.82% | $9.37亿 | 5,284.0万股 | $7.85亿 | 5,015.1万股 | +268.9万股+5.36% | 加仓 |
 马拉松石油MPC |
| 0.8% | 1.45% | $9.06亿 | 351.5万股 | $13.79亿 | 564.9万股 | -213.4万股-37.77% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.8% | 0.88% | $9.05亿 | 1,092.9万股 | $8.35亿 | 1,048.2万股 | +44.7万股+4.26% | 加仓 |
 金罗斯黄金KGC |
| 0.8% | 1.16% | $9.00亿 | 3,603.9万股 | $11.07亿 | 3,485.0万股 | +118.9万股+3.41% | 加仓 |
 MCKESSON COMMCK |
| 0.79% | 1.05% | $8.86亿 | 117.0万股 | $10.01亿 | 115.5万股 | +1.5万股+1.27% | 加仓 |
 FIRSTENERGY COMFE |
| 0.78% | 0.94% | $8.79亿 | 1,846.7万股 | $8.93亿 | 1,761.2万股 | +85.5万股+4.86% | 加仓 |
 IQVIAIQV |
| 0.77% | 0.76% | $8.65亿 | 446.6万股 | $7.23亿 | 423.9万股 | +22.7万股+5.36% | 加仓 |
 艺康ECL |
| 0.76% | 0.66% | $8.54亿 | 305.2万股 | $6.32亿 | 236.9万股 | +68.3万股+28.83% | 加仓 |
 VisaV |
| 0.75% | 0.6% | $8.48亿 | 246.8万股 | $5.72亿 | 188.9万股 | +57.9万股+30.67% | 加仓 |
 优步UBER |
| 0.74% | 0.77% | $8.37亿 | 1,160.6万股 | $7.38亿 | 1,026.2万股 | +134.4万股+13.10% | 加仓 |
| TTENET HEALTHCARETHC |
| 0.74% | 0.76% | $8.29亿 | 443.3万股 | $7.24亿 | 383.5万股 | +59.8万股+15.60% | 加仓 |
 OLD DOMINION FREIGHT LINE INODFL |
| 0.74% | 0.82% | $8.28亿 | 381.8万股 | $7.80亿 | 399.1万股 | -17.4万股-4.35% | 减仓 |
| RRELIANCERS |
| 0.73% | 0.67% | $8.22亿 | 219.7万股 | $6.42亿 | 211.1万股 | +8.6万股+4.07% | 加仓 |
 第一资本COF |
| 0.73% | 0.46% | $8.22亿 | 409.0万股 | $4.40亿 | 241.4万股 | +167.5万股+69.39% | 加仓 |
 英伟达NVDA |
| 0.71% | 0.31% | $7.98亿 | 397.7万股 | $2.93亿 | 167.6万股 | +230.1万股+137.30% | 加仓 |
 美国运通AXP |
| 0.7% | 0.65% | $7.85亿 | 231.2万股 | $6.22亿 | 205.6万股 | +25.6万股+12.46% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.68% | 0.62% | $7.62亿 | 601.8万股 | $5.93亿 | 425.5万股 | +176.3万股+41.43% | 加仓 |
 L3哈里斯LHX |
| 0.67% | 0.82% | $7.57亿 | 260.5万股 | $7.83亿 | 226.5万股 | +34.0万股+15.00% | 加仓 |
 CDWCDW |
| 0.66% | 0.5% | $7.39亿 | 525.7万股 | $4.76亿 | 393.6万股 | +132.1万股+33.56% | 加仓 |
 EntergyETR |
| 0.64% | 0.72% | $7.21亿 | 627.4万股 | $6.89亿 | 612.3万股 | +15.1万股+2.47% | 加仓 |
 AON SHS CL AAON |
| 0.62% | 0.66% | $6.96亿 | 209.0万股 | $6.31亿 | 195.5万股 | +13.5万股+6.89% | 加仓 |
 联邦快递FDX |
| 0.61% | 0.74% | $6.90亿 | 220.4万股 | $7.04亿 | 197.5万股 | +22.9万股+11.58% | 加仓 |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 0.61% | 0.32% | $6.89亿 | 261.8万股 | $3.07亿 | 147.1万股 | +114.7万股+77.99% | 加仓 |
 康明斯CMI |
| 0.58% | 0.6% | $6.55亿 | 92.1万股 | $5.74亿 | 106.5万股 | -14.4万股-13.53% | 减仓 |
| AALLEGION ORD SHSCBRE |
| 0.58% | — | $6.52亿 | 464.5万股 | $0 | 0股 | +464.5万股 | 新买入 |
 BOOKING COMBKNG |
| 0.58% | 0.6% | $6.49亿 | 364.4万股 | $5.75亿 | 27.8万股 | +336.6万股+1,211.05% | 加仓 |
 斯伦贝谢SLB |
| 0.57% | 0.72% | $6.43亿 | 1,382.4万股 | $6.89亿 | 1,342.7万股 | +39.7万股+2.95% | 加仓 |
