 英伟达NVDA |
| 10.91% | 10.87% | $5.00亿 | 266.8万股 | $4.54亿 | 259.1万股 | +7.7万股+2.96% | 加仓 |
 微软MSFT |
| 10.28% | 9.28% | $4.71亿 | 107.4万股 | $3.87亿 | 104.6万股 | +2.8万股+2.64% | 加仓 |
 亚马逊AMZN |
| 8.06% | 7.98% | $3.69亿 | 160.9万股 | $3.33亿 | 158.7万股 | +2.2万股+1.37% | 加仓 |
 苹果AAPL |
| 6.38% | 6.27% | $2.92亿 | 106.0万股 | $2.62亿 | 102.8万股 | +3.3万股+3.19% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 5.62% | 5.33% | $2.58亿 | 81.4万股 | $2.22亿 | 76.2万股 | +5.2万股+6.85% | 加仓 |
 谷歌AGOOGL |
| 4.75% | 4.45% | $2.17亿 | 65.6万股 | $1.86亿 | 64.3万股 | +1.3万股+2.04% | 加仓 |
 好市多COST |
| 4.03% | 4.77% | $1.85亿 | 21.1万股 | $1.99亿 | 19.9万股 | +1.2万股+5.91% | 加仓 |
 VisaV |
| 3.59% | 3.49% | $1.65亿 | 48.1万股 | $1.45亿 | 48.2万股 | -1,174股-0.24% | 减仓 |
 沃尔玛WMT |
| 3.07% | 3.65% | $1.41亿 | 128.0万股 | $1.52亿 | 121.9万股 | +6.1万股+5.00% | 加仓 |
 台积电TSM |
| 2.35% | 2.92% | $1.08亿 | 29.4万股 | $1.22亿 | 35.6万股 | -6.2万股-17.45% | 减仓 |
 美光科技MU |
| 1.76% | 0.46% | $8,074.8万 | 7.0万股 | $1,939.6万 | 5.8万股 | +1.2万股+21.56% | 加仓 |
 直觉外科ISRG |
| 1.69% | 1.65% | $7,730.7万 | 14.7万股 | $6,872.6万 | 14.9万股 | -1,457股-0.98% | 减仓 |
 科磊KLAC |
| 1.61% | 1.47% | $7,365.8万 | 21.9万股 | $6,150.1万 | 4.1万股 | +17.8万股+432.75% | 加仓 |
 博通AVGO |
| 1.5% | 1.78% | $6,869.2万 | 19.0万股 | $7,420.5万 | 23.7万股 | -4.8万股-20.09% | 减仓 |
 AMD超威AMD |
| 1.36% | 0.57% | $6,249.6万 | 10.8万股 | $2,357.9万 | 11.6万股 | -8,410股-7.23% | 减仓 |
 PALO ALTOPANW |
| 1.35% | 0.96% | $6,194.3万 | 32.3万股 | $3,985.8万 | 24.6万股 | +7.6万股+30.96% | 加仓 |
 史赛克SYK |
| 1.34% | 1.41% | $6,139.3万 | 18.4万股 | $5,876.1万 | 17.8万股 | +5,643股+3.17% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 1.26% | 1.45% | $5,788.8万 | 64.6万股 | $6,059.3万 | 65.6万股 | -1.0万股-1.59% | 减仓 |
 礼来LLY |
| 1.2% | 1.04% | $5,501.8万 | 4.9万股 | $4,319.7万 | 4.6万股 | +3,053股+6.59% | 加仓 |
 摩根大通JPM |
| 1.02% | 0.42% | $4,675.1万 | 14.2万股 | $1,747.6万 | 6.0万股 | +8.2万股+138.47% | 加仓 |
 家得宝HD |
| 0.97% | 0.84% | $4,447.7万 | 13.1万股 | $3,491.4万 | 10.6万股 | +2.5万股+23.56% | 加仓 |
 摩托罗拉解决方案MSI |
| 0.95% | 1.05% | $4,358.6万 | 11.2万股 | $4,367.3万 | 10.1万股 | +1.2万股+11.45% | 加仓 |
 新思科技SNPS |
| 0.9% | 0.7% | $4,135.8万 | 9.2万股 | $2,931.0万 | 7.4万股 | +1.8万股+24.11% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 0.87% | 1.22% | $3,983.3万 | 18.6万股 | $5,109.0万 | 21.8万股 | -3.2万股-14.59% | 减仓 |
 迪尔DE |
| 0.87% | 0.99% | $3,975.3万 | 7.4万股 | $4,145.7万 | 7.3万股 | +968股+1.32% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.86% | 1.2% | $3,934.0万 | 91.5万股 | $5,022.7万 | 79.9万股 | +11.6万股+14.52% | 加仓 |
 伊顿ETN |
| 0.85% | 1.63% | $3,896.0万 | 9.3万股 | $6,786.9万 | 18.8万股 | -9.5万股-50.62% | 减仓 |
 GE VernovaGEV |
| 0.82% | 0.38% | $3,736.9万 | 3.6万股 | $1,565.4万 | 1.8万股 | +1.8万股+104.69% | 加仓 |
| CCRHCRH |
| 0.8% | 2.22% | $3,648.1万 | 34.1万股 | $9,250.9万 | 88.1万股 | -54.1万股-61.34% | 减仓 |
 Arm控股ARM |
| 0.78% | 0.45% | $3,590.6万 | 16.9万股 | $1,882.4万 | 12.4万股 | +4.5万股+36.07% | 加仓 |
 林德LIN |
| 0.78% | 1.6% | $3,573.4万 | 6.9万股 | $6,667.9万 | 13.4万股 | -6.6万股-48.81% | 减仓 |
 DANAHER DEL COMDHR |
| 0.73% | 0.68% | $3,348.3万 | 15.8万股 | $2,829.2万 | 15.0万股 | +8,173股+5.46% | 加仓 |
| T赛默飞世尔TMO |
| 0.72% | 0.64% | $3,292.6万 | 6.0万股 | $2,673.6万 | 5.4万股 | +6,135股+11.32% | 加仓 |
 Arista网络ANET |
| 0.69% | 0.53% | $3,160.3万 | 21.4万股 | $2,221.4万 | 17.6万股 | +3.8万股+21.59% | 加仓 |
 麦当劳MCD |
| 0.63% | 0.76% | $2,882.5万 | 10.2万股 | $3,173.0万 | 10.3万股 | -798股-0.78% | 减仓 |
 特灵科技TT |
| 0.57% | 2.55% | $2,618.9万 | 5.4万股 | $1.06亿 | 25.2万股 | -19.8万股-78.63% | 减仓 |
 MP MATERIALSMP |
| 0.49% | 0.48% | $2,267.1万 | 40.5万股 | $1,983.2万 | 41.4万股 | -9,423股-2.28% | 减仓 |
 强生JNJ |
| 0.42% | 0.49% | $1,913.2万 | 9.1万股 | $2,048.4万 | 8.4万股 | +6,432股+7.64% | 加仓 |
 LumentumLITE |
| 0.41% | — | $1,877.9万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
| V先锋领航全球基金VDC |
| 0.38% | 0.03% | $1,760.5万 | 13.7万股 | $133.0万 | 5,922股 | +13.1万股+2,208.65% | 加仓 |
 加拿大国家铁路CNI |
| 0.36% | 0.35% | $1,638.6万 | 15.4万股 | $1,455.3万 | 14.1万股 | +1.3万股+9.39% | 加仓 |
 西屋制动WAB |
| 0.34% | 0.06% | $1,540.4万 | 5.7万股 | $240.0万 | 9,630股 | +4.8万股+495.45% | 加仓 |
 赛富时CRM |
| 0.33% | 0.13% | $1,519.8万 | 6.6万股 | $541.4万 | 3.0万股 | +3.6万股+121.21% | 加仓 |
 INGERSOLL RAND COMIR |
| 0.33% | 0.34% | $1,513.9万 | 18.7万股 | $1,417.1万 | 17.7万股 | +9,837股+5.56% | 加仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 0.32% | 0.3% | $1,445.4万 | 16.8万股 | $1,232.1万 | 15.7万股 | +1.1万股+7.06% | 加仓 |
 埃克森美孚XOM |
| 0.28% | 0.43% | $1,284.5万 | 10.8万股 | $1,814.0万 | 11.3万股 | -4,964股-4.41% | 减仓 |
 ZOETIS CL AZTS |
| 0.28% | 0.43% | $1,263.3万 | 17.5万股 | $1,806.8万 | 15.3万股 | +2.2万股+14.67% | 加仓 |
 美国运通AXP |
| 0.26% | 0.11% | $1,203.5万 | 3.4万股 | $472.7万 | 1.6万股 | +1.8万股+118.73% | 加仓 |
 阿斯利康AZN |
| 0.26% | 0.29% | $1,189.8万 | 6.4万股 | $1,206.3万 | 6.2万股 | +1,532股+2.46% | 加仓 |
 FERRARI COMRACE |
| 0.23% | 0.96% | $1,074.1万 | 2.9万股 | $4,002.8万 | 11.9万股 | -9.0万股-75.78% | 减仓 |
