 希捷STX |
| 5.02% | — | $6,486.9万 | 6.7万股 | $0 | 0股 | +6.7万股 | 新买入 |
 应用材料AMAT |
| 4.38% | 4.02% | $5,665.5万 | 7.8万股 | $2,889.2万 | 8.5万股 | -6,172股-7.30% | 减仓 |
 卡特彼勒CAT |
| 3.61% | 4.81% | $4,660.2万 | 4.4万股 | $3,461.3万 | 4.9万股 | -5,095股-10.43% | 减仓 |
 谷歌AGOOGL |
| 3.4% | — | $4,399.2万 | 12.3万股 | $0 | 0股 | +12.3万股 | 新买入 |
 捷普JBL |
| 3.32% | 4.59% | $4,294.0万 | 11.1万股 | $3,304.1万 | 12.4万股 | -1.3万股-10.45% | 减仓 |
 英伟达NVDA |
| 3.31% | — | $4,278.2万 | 21.4万股 | $0 | 0股 | +21.4万股 | 新买入 |
 科磊KLAC |
| 2.85% | 2.49% | $3,682.7万 | 12.2万股 | $1,790.0万 | 1.2万股 | +11.0万股+904.03% | 加仓 |
 亚马逊AMZN |
| 2.85% | 4.29% | $3,677.4万 | 15.4万股 | $3,084.9万 | 14.8万股 | +6,170股+4.17% | 加仓 |
 苹果AAPL |
| 2.82% | 4.36% | $3,648.5万 | 12.6万股 | $3,136.7万 | 12.4万股 | +2,496股+2.02% | 加仓 |
 AMD超威AMD |
| 2.73% | 2.09% | $3,533.0万 | 6.1万股 | $1,503.8万 | 7.4万股 | -1.3万股-17.73% | 减仓 |
 博通AVGO |
| 2.63% | 4.28% | $3,394.3万 | 9.0万股 | $3,078.0万 | 9.9万股 | -9,591股-9.64% | 减仓 |
 思科CSCO |
| 2.55% | 3.13% | $3,298.2万 | 28.1万股 | $2,249.0万 | 29.0万股 | -9,060股-3.13% | 减仓 |
 CrowdStrikeCRWD |
| 2.24% | 2.09% | $2,889.3万 | 3.8万股 | $1,502.6万 | 3.8万股 | -627股-1.63% | 减仓 |
 微软MSFT |
| 2.17% | 3.48% | $2,809.4万 | 7.5万股 | $2,502.2万 | 6.8万股 | +7,719股+11.42% | 加仓 |
 伊顿ETN |
| 2.04% | 3.02% | $2,637.7万 | 6.2万股 | $2,172.4万 | 6.1万股 | +1,164股+1.92% | 加仓 |
 家得宝HD |
| 1.89% | 2.71% | $2,442.4万 | 6.9万股 | $1,951.9万 | 5.9万股 | +9,906股+16.69% | 加仓 |
 摩根大通JPM |
| 1.84% | 2.93% | $2,375.5万 | 7.3万股 | $2,110.1万 | 7.2万股 | +838股+1.17% | 加仓 |
 沃尔玛WMT |
| 1.81% | 3.46% | $2,333.0万 | 20.6万股 | $2,489.3万 | 20.0万股 | +5,689股+2.84% | 加仓 |
 Meta平台META |
| 1.8% | 3.12% | $2,325.4万 | 4.1万股 | $2,242.2万 | 3.9万股 | +2,092股+5.34% | 加仓 |
 礼来LLY |
| 1.66% | 2.16% | $2,142.3万 | 1.8万股 | $1,552.4万 | 1.7万股 | +983股+5.82% | 加仓 |
 NETFLIXNFLX |
| 1.64% | — | $2,118.5万 | 29.7万股 | $0 | 0股 | +29.7万股 | 新买入 |
 BOOKING COMBKNG |
| 1.51% | 2.34% | $1,955.5万 | 11.0万股 | $1,686.5万 | 4,005股 | +10.6万股+2,639.30% | 加仓 |
 默沙东MRK |
| 1.48% | — | $1,915.8万 | 14.9万股 | $0 | 0股 | +14.9万股 | 新买入 |
| EEVERCOREEVR |
| 1.46% | — | $1,892.8万 | 5.5万股 | $0 | 0股 | +5.5万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 1.46% | 2.4% | $1,884.3万 | 3.8万股 | $1,725.1万 | 3.6万股 | +1,657股+4.60% | 加仓 |
 马拉松石油MPC |
| 1.44% | — | $1,857.2万 | 7.3万股 | $0 | 0股 | +7.3万股 | 新买入 |
 艾伯维ABBV |
| 1.43% | — | $1,850.2万 | 7.4万股 | $0 | 0股 | +7.4万股 | 新买入 |
 宝洁PG |
| 1.42% | 2.09% | $1,838.0万 | 12.5万股 | $1,500.9万 | 10.4万股 | +2.1万股+20.62% | 加仓 |
 自由港麦克莫兰FCX |
| 1.4% | 2.28% | $1,812.4万 | 28.8万股 | $1,636.3万 | 27.8万股 | +9,799股+3.52% | 加仓 |
 新思科技SNPS |
| 1.4% | 1.72% | $1,808.4万 | 4.1万股 | $1,234.5万 | 3.1万股 | +9,404股+30.20% | 加仓 |
 CHUBB LIMITEDCB |
| 1.38% | — | $1,782.1万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
 第一资本COF |
| 1.33% | — | $1,714.2万 | 8.5万股 | $0 | 0股 | +8.5万股 | 新买入 |
 洛克希德马丁LMT |
| 1.32% | 2.27% | $1,710.3万 | 3.4万股 | $1,634.7万 | 2.7万股 | +6,524股+24.12% | 加仓 |
 VisaV |
| 1.29% | — | $1,665.0万 | 4.9万股 | $0 | 0股 | +4.9万股 | 新买入 |
 WASTE MGMT DELWM |
| 1.28% | 0.95% | $1,650.6万 | 7.4万股 | $682.2万 | 3.0万股 | +4.4万股+149.45% | 加仓 |
 道富·CORP COMSTT |
| 1.26% | 1.47% | $1,634.0万 | 9.6万股 | $1,058.9万 | 8.4万股 | +1.3万股+15.15% | 加仓 |
 SUMITOMO MITSUI FIN GRP SPONSORED ADRSMFG |
| 1.24% | — | $1,597.8万 | 67.8万股 | $0 | 0股 | +67.8万股 | 新买入 |
 通用汽车GM |
| 1.2% | — | $1,550.5万 | 20.1万股 | $0 | 0股 | +20.1万股 | 新买入 |
 宣伟SHW |
| 1.18% | 1.78% | $1,525.2万 | 4.4万股 | $1,279.6万 | 4.0万股 | +4,378股+10.97% | 加仓 |
 百事可乐PEP |
| 1.17% | 2.32% | $1,513.2万 | 11.2万股 | $1,666.7万 | 10.7万股 | +4,428股+4.13% | 加仓 |
 南方电力SO |
| 1.14% | 2.01% | $1,472.2万 | 15.4万股 | $1,444.7万 | 15.0万股 | +4,140股+2.77% | 加仓 |
| T赛默飞世尔TMO |
| 1.09% | 1.86% | $1,405.3万 | 2.8万股 | $1,336.2万 | 2.7万股 | +845股+3.11% | 加仓 |
 AMETEK COMAME |
| 1.07% | 0.89% | $1,387.1万 | 5.7万股 | $636.9万 | 3.0万股 | +2.8万股+92.98% | 加仓 |
 杜克能源DUK |
| 1.06% | — | $1,366.7万 | 10.8万股 | $0 | 0股 | +10.8万股 | 新买入 |
 EquinixEQIX |
| 1.03% | — | $1,336.4万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 MONOLITHIC PWR SYSMPWR |
| 1.02% | 1.15% | $1,322.6万 | 9,568股 | $829.4万 | 7,586股 | +1,982股+26.13% | 加仓 |
| PPROLOGIS COMPLD |
| 1.02% | — | $1,314.0万 | 9.7万股 | $0 | 0股 | +9.7万股 | 新买入 |
 福泰制药VRTX |
| 1.01% | — | $1,304.9万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 雪佛龙CVX |
| 0.95% | 2.08% | $1,228.6万 | 7.4万股 | $1,495.7万 | 7.2万股 | +1,829股+2.53% | 加仓 |
 甲骨文ORCL |
| 0.91% | 1.4% | $1,170.1万 | 8.0万股 | $1,003.5万 | 6.8万股 | +1.2万股+17.04% | 加仓 |
