 美光科技MU |
| 6.91% | 2.77% | $1,642.2万 | 1.4万股 | $442.4万 | 1.3万股 | +1,133股+8.65% | 加仓 |
 泛林集团LRCX |
| 5.43% | 3.13% | $1,289.9万 | 3.0万股 | $500.5万 | 2.3万股 | +6,339股+27.06% | 加仓 |
 博通AVGO |
| 4.99% | 5.54% | $1,185.2万 | 3.1万股 | $884.9万 | 2.9万股 | +2,783股+9.73% | 加仓 |
 英伟达NVDA |
| 3.64% | 4.58% | $864.6万 | 4.3万股 | $731.8万 | 4.2万股 | +1,249股+2.98% | 加仓 |
 科磊KLAC |
| 3.25% | 2.18% | $772.3万 | 2.6万股 | $347.6万 | 2,361股 | +2.3万股+984.20% | 加仓 |
 苹果AAPL |
| 2.41% | 2.78% | $571.5万 | 2.0万股 | $444.6万 | 1.8万股 | +2,232股+12.74% | 加仓 |
 VertivVRT |
| 2.15% | 2.14% | $510.1万 | 1.5万股 | $342.2万 | 1.4万股 | +1,577股+11.55% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 2.05% | 0.89% | $486.8万 | 1.1万股 | $142.5万 | 8,681股 | +2,602股+29.97% | 加仓 |
 PALO ALTOPANW |
| 1.88% | 1.17% | $446.9万 | 1.3万股 | $187.2万 | 1.2万股 | +1,429股+12.24% | 加仓 |
 CrowdStrikeCRWD |
| 1.85% | 1.26% | $439.1万 | 5,754股 | $200.7万 | 5,142股 | +612股+11.90% | 加仓 |
 卡地纳健康CAH |
| 1.85% | 2.24% | $438.4万 | 1.8万股 | $357.7万 | 1.7万股 | +1,529股+9.03% | 加仓 |
 思科CSCO |
| 1.73% | 1.56% | $410.0万 | 3.5万股 | $248.7万 | 3.2万股 | +2,849股+8.89% | 加仓 |
 雪佛龙CVX |
| 1.69% | 2.58% | $402.6万 | 2.4万股 | $411.7万 | 2.0万股 | +4,386股+22.04% | 加仓 |
| BBANK OF AMERBAC |
| 1.65% | 1.95% | $392.8万 | 6.9万股 | $311.0万 | 6.4万股 | +5,148股+8.07% | 加仓 |
 VanEck ETF信托SMH |
| 1.5% | 1.34% | $357.0万 | 5,443股 | $213.8万 | 5,576股 | -133股-2.39% | 减仓 |
 VALERO ENERGY COMVLO |
| 1.46% | 1.63% | $346.0万 | 1.3万股 | $260.2万 | 1.1万股 | +2,754股+26.15% | 加仓 |
 帕兰提尔PLTR |
| 1.44% | 1.95% | $341.5万 | 2.9万股 | $311.1万 | 2.1万股 | +8,003股+37.63% | 加仓 |
 康宁GLW |
| 1.42% | 1.12% | $338.3万 | 1.3万股 | $179.2万 | 1.3万股 | +67股+0.51% | 加仓 |
 艾伯维ABBV |
| 1.4% | 1.53% | $332.7万 | 1.3万股 | $244.7万 | 1.1万股 | +1,973股+17.54% | 加仓 |
 默沙东MRK |
| 1.38% | 1.71% | $328.0万 | 2.6万股 | $273.8万 | 2.3万股 | +2,762股+12.13% | 加仓 |
 ARES CAPITALARCC |
| 1.34% | 1.85% | $318.0万 | 17.2万股 | $294.7万 | 16.4万股 | +8,073股+4.94% | 加仓 |
 Arista网络ANET |
| 1.32% | 1.24% | $314.7万 | 1.9万股 | $198.1万 | 1.6万股 | +2,392股+14.83% | 加仓 |
 亚马逊AMZN |
| 1.3% | 1.5% | $309.7万 | 1.3万股 | $239.6万 | 1.2万股 | +1,494股+12.99% | 加仓 |
| AAT&TT |
| 1.27% | 2.4% | $301.7万 | 14.6万股 | $384.0万 | 13.2万股 | +1.3万股+10.04% | 加仓 |
 微软MSFT |
| 1.26% | 1.66% | $299.1万 | 8,019股 | $265.5万 | 7,173股 | +846股+11.79% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 1.24% | 1.58% | $294.5万 | 8.0万股 | $252.3万 | 6.7万股 | +1.3万股+20.13% | 加仓 |
 WESCO INTLWCC |
| 1.09% | 1.24% | $258.0万 | 7,469股 | $197.6万 | 7,220股 | +249股+3.45% | 加仓 |
 谷歌AGOOGL |
| 1.07% | 1.17% | $254.5万 | 7,122股 | $186.3万 | 6,479股 | +643股+9.92% | 加仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 1.06% | 0.46% | $251.3万 | 9,239股 | $73.6万 | 7,837股 | +1,402股+17.89% | 加仓 |
 沃尔玛WMT |
| 1.02% | 1.46% | $242.9万 | 2.1万股 | $233.2万 | 1.9万股 | +2,685股+14.31% | 加仓 |
 AMD超威AMD |
| 1% | 0.47% | $237.7万 | 4,091股 | $74.8万 | 3,678股 | +413股+11.23% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 1% | 1.36% | $236.8万 | 1.9万股 | $217.5万 | 1.6万股 | +3,140股+20.12% | 加仓 |
 Meta平台META |
| 0.98% | 1.3% | $233.2万 | 4,140股 | $207.6万 | 3,628股 | +512股+14.11% | 加仓 |
| IIBMIBM |
| 0.98% | 1.1% | $233.2万 | 8,293股 | $175.1万 | 7,225股 | +1,068股+14.78% | 加仓 |
 壳牌SHEL |
| 0.94% | 1.62% | $224.5万 | 2.9万股 | $258.6万 | 2.8万股 | +1,146股+4.12% | 加仓 |
 TG THERAPEUTICSTGTX |
| 0.93% | 0.98% | $221.0万 | 4.0万股 | $155.8万 | 4.7万股 | -6,691股-14.26% | 减仓 |
 慧与HPEHPE |
| 0.92% | 0.63% | $219.5万 | 4.9万股 | $101.2万 | 4.2万股 | +6,155股+14.48% | 加仓 |
 卡特彼勒CAT |
| 0.91% | 0.82% | $216.0万 | 2,028股 | $131.3万 | 1,853股 | +175股+9.44% | 加仓 |
 威瑞森VZ |
| 0.9% | 1.51% | $212.7万 | 5.0万股 | $241.2万 | 4.8万股 | +2,194股+4.57% | 加仓 |
 台积电TSM |
| 0.86% | 0.92% | $204.5万 | 4,282股 | $147.2万 | 4,356股 | -74股-1.70% | 减仓 |
 ALTRIAMO |
| 0.85% | 0.91% | $202.9万 | 2.8万股 | $145.8万 | 2.2万股 | +6,098股+27.60% | 加仓 |
 甲骨文ORCL |
| 0.83% | 1.09% | $197.5万 | 1.3万股 | $174.9万 | 1.2万股 | +1,590股+13.38% | 加仓 |
 L3哈里斯LHX |
| 0.78% | 1.36% | $186.0万 | 6,401股 | $217.9万 | 6,314股 | +87股+1.38% | 加仓 |
 阿斯麦ASML |
| 0.78% | 0.55% | $184.6万 | 928股 | $88.5万 | 670股 | +258股+38.51% | 加仓 |
| TTAYLOR MORRISON HOMETMHC* |
| 0.72% | 0.82% | $171.9万 | 2.4万股 | $130.4万 | 2.2万股 | +1,565股+6.99% | 加仓 |
 AMGEN COMAMGN |
| 0.72% | 0.97% | $171.8万 | 4,743股 | $154.3万 | 4,384股 | +359股+8.19% | 加仓 |
 EMCOREME |
| 0.71% | 0.54% | $169.8万 | 2,046股 | $86.0万 | 1,164股 | +882股+75.77% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.71% | 0.69% | $169.1万 | 4,506股 | $110.6万 | 3,979股 | +527股+13.24% | 加仓 |
 相干公司COHR |
| 0.7% | 0.33% | $166.7万 | 4,225股 | $51.9万 | 2,180股 | +2,045股+93.81% | 加仓 |
 UGI NEWUGI |
| 0.61% | 0.91% | $145.8万 | 4.2万股 | $146.1万 | 4.0万股 | +2,094股+5.22% | 加仓 |
