 亚马逊AMZN |
| 46.53% | 6.51% | $3,496.3万 | 14.7万股 | $3,055.2万 | 14.7万股 | 00.00% | 持仓不变 |
 空气化工APD |
| 2.75% | — | $207.0万 | 7,061股 | $0 | 0股 | +7,061股 | 新买入 |
 派克汉尼汾PH |
| 2.66% | 5.3% | $199.7万 | 2,042股 | $2,486.3万 | 2.8万股 | -2.6万股-92.65% | 减仓 |
| FFASTENAL COMFAST |
| 2.65% | — | $199.4万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
 ILLINOIS TOOLITW |
| 2.65% | 5.18% | $199.0万 | 7,359股 | $2,430.8万 | 9.3万股 | -8.6万股-92.12% | 减仓 |
 宣伟SHW |
| 2.62% | 0.86% | $196.8万 | 5,717股 | $404.0万 | 1.3万股 | -6,885股-54.63% | 减仓 |
 帕卡PCAR |
| 2.6% | — | $195.2万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| CCRHCRH |
| 2.57% | 1.49% | $193.5万 | 1.8万股 | $696.7万 | 6.6万股 | -4.8万股-72.72% | 减仓 |
 OTIS WORLDWIDEOTIS |
| 2.57% | 2.88% | $193.3万 | 2.7万股 | $1,352.2万 | 17.5万股 | -14.8万股-84.61% | 减仓 |
 CHURCH & DWIGHTCHD |
| 2.43% | — | $182.7万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| RRBC BEARINGSRBC |
| 2.42% | 3.92% | $182.2万 | 2,829股 | $1,838.8万 | 3.4万股 | -3.1万股-91.64% | 减仓 |
| CCBRE CL ACBRE |
| 2.31% | 5.13% | $173.9万 | 1.2万股 | $2,406.3万 | 16.6万股 | -15.3万股-92.53% | 减仓 |
 伊顿ETN |
| 2.01% | 3.72% | $150.7万 | 3,536股 | $1,744.7万 | 4.9万股 | -4.5万股-92.75% | 减仓 |
 江森自控JCI |
| 2% | — | $150.2万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 NVENT ELECTRICNVT |
| 1.99% | — | $149.9万 | 8,838股 | $0 | 0股 | +8,838股 | 新买入 |
 特灵科技TT |
| 1.96% | 2.91% | $147.6万 | 3,005股 | $1,364.0万 | 3.3万股 | -3.0万股-90.82% | 减仓 |
 LENNARLEN |
| 1.85% | — | $138.8万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| WWATSCOWSO |
| 1.82% | — | $136.6万 | 3,278股 | $0 | 0股 | +3,278股 | 新买入 |
 实耐宝SNA |
| 1.74% | 5.2% | $130.5万 | 3,242股 | $2,436.9万 | 6.7万股 | -6.4万股-95.17% | 减仓 |
 艾利丹尼森AVY |
| 1.73% | — | $129.8万 | 7,997股 | $0 | 0股 | +7,997股 | 新买入 |
 SMITH A OAOS |
| 1.52% | 3.71% | $114.3万 | 1.8万股 | $1,740.5万 | 26.4万股 | -24.6万股-93.10% | 减仓 |
| AAGCOAGCO |
| 1.24% | — | $93.1万 | 7,778股 | $0 | 0股 | +7,778股 | 新买入 |
 AXALTA COATING SYSAXTA |
| 1.2% | — | $90.4万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 安费诺APH |
| 0.97% | 3.7% | $73.0万 | 4,143股 | $1,733.6万 | 13.7万股 | -13.3万股-96.98% | 减仓 |
 LINCOLN ELECLECO |
| 0.9% | — | $67.7万 | 2,550股 | $0 | 0股 | +2,550股 | 新买入 |
| JJBT MARELJBTM |
| 0.81% | 0.45% | $60.7万 | 4,186股 | $212.5万 | 1.7万股 | -1.2万股-74.82% | 减仓 |
 SENSATA TECHNOLOGIES PLST |
| 0.77% | 1.17% | $58.0万 | 1.2万股 | $549.6万 | 15.6万股 | -14.4万股-92.21% | 减仓 |
 康明斯CMI |
| 0.77% | 0.73% | $57.8万 | 810股 | $341.8万 | 6,352股 | -5,542股-87.25% | 减仓 |
 EMCOREME |
| 0.74% | — | $55.8万 | 672股 | $0 | 0股 | +672股 | 新买入 |
 LOWES COS COMLOW |
| 0.45% | — | $33.4万 | 1,517股 | $0 | 0股 | +1,517股 | 新买入 |
 史丹利百得SWK |
| 0.25% | 1.13% | $18.5万 | 1,966股 | $528.6万 | 7.4万股 | -7.2万股-97.36% | 减仓 |
 鲍尔公司BALL |
| 0.16% | — | $12.2万 | 1,955股 | $0 | 0股 | +1,955股 | 新买入 |
| KKENNAMETALKMT |
| 0.16% | — | $11.8万 | 3,362股 | $0 | 0股 | +3,362股 | 新买入 |
 BOISE CASCADE DELBCC |
| 0.1% | — | $7.4万 | 953股 | $0 | 0股 | +953股 | 新买入 |
 Vulcan材料VMC |
| 0.07% | 2.69% | $5.6万 | 190股 | $1,259.8万 | 4.6万股 | -4.6万股-99.59% | 减仓 |
 卡特彼勒CAT |
| 0.02% | 3.77% | $1.6万 | 15股 | $1,767.6万 | 2.5万股 | -2.5万股-99.94% | 减仓 |
 皇冠控股CCK |
| <0.01% | 2.24% | $3,578 | 32股 | $1,052.6万 | 10.5万股 | -10.5万股-99.97% | 减仓 |
