 礼来LLY |
| 15.58% | 20.2% | $1.10亿 | 9.2万股 | $8,450.8万 | 9.2万股 | -154股-0.17% | 减仓 |
 宝洁PG |
| 13.64% | 22.44% | $9,632.7万 | 65.7万股 | $9,389.3万 | 65.0万股 | +6,844股+1.05% | 加仓 |
 德州仪器TXN |
| 6.25% | 7.1% | $4,412.9万 | 14.8万股 | $2,971.3万 | 15.3万股 | -5,000股-3.27% | 减仓 |
 PPG工业PPG |
| 5.42% | 8.19% | $3,831.2万 | 31.6万股 | $3,424.8万 | 32.0万股 | -4,560股-1.42% | 减仓 |
 慧与HPEHPE |
| 3.47% | 2.04% | $2,452.0万 | 54.9万股 | $855.2万 | 35.9万股 | +19.0万股+52.79% | 加仓 |
 应用材料AMAT |
| 3.21% | — | $2,268.1万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
 泛林集团LRCX |
| 2.74% | — | $1,937.9万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
 特斯拉TSLA |
| 2.7% | — | $1,910.1万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
 埃克森美孚XOM |
| 2.59% | — | $1,830.2万 | 13.4万股 | $0 | 0股 | +13.4万股 | 新买入 |
 微软MSFT |
| 2.22% | 4.27% | $1,569.5万 | 4.2万股 | $1,787.5万 | 4.8万股 | -6,212股-12.86% | 减仓 |
 英伟达NVDA |
| 1.78% | 3.07% | $1,257.6万 | 6.3万股 | $1,282.7万 | 7.4万股 | -1.1万股-14.54% | 减仓 |
 GE VernovaGEV |
| 1.75% | 0.15% | $1,237.9万 | 1.1万股 | $62.8万 | 720股 | +1.0万股+1,425.69% | 加仓 |
 VertivVRT |
| 1.66% | 0.77% | $1,174.8万 | 3.7万股 | $322.5万 | 1.3万股 | +2.4万股+190.12% | 加仓 |
 BOOKING COMBKNG |
| 1.58% | <0.01% | $1,113.2万 | 6.2万股 | $1.5万 | 88股 | +6.2万股+70,070.45% | 加仓 |
 马拉松石油MPC |
| 1.57% | — | $1,108.7万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
 威廉姆斯WMB |
| 1.52% | 0.28% | $1,070.6万 | 14.3万股 | $119.1万 | 1.6万股 | +12.6万股+772.78% | 加仓 |
 苹果AAPL |
| 1.48% | 2.86% | $1,045.6万 | 3.6万股 | $1,197.2万 | 4.7万股 | -1.1万股-23.40% | 减仓 |
 TapestryTPR |
| 1.46% | — | $1,032.2万 | 7.1万股 | $0 | 0股 | +7.1万股 | 新买入 |
 捷普JBL |
| 1.45% | — | $1,026.3万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
 The Trade DeskTTD |
| 1.44% | — | $1,019.5万 | 56.6万股 | $0 | 0股 | +56.6万股 | 新买入 |
 雪佛龙CVX |
| 1.42% | — | $1,005.1万 | 5.9万股 | $0 | 0股 | +5.9万股 | 新买入 |
 RobinhoodHOOD |
| 1.38% | — | $972.2万 | 9.5万股 | $0 | 0股 | +9.5万股 | 新买入 |
| DDeckersSGVT |
| 1.36% | — | $959.3万 | 9.6万股 | $0 | 0股 | +9.6万股 | 新买入 |
| SSANDISK COMSNDK |
| 1.34% | — | $948.3万 | 4,495股 | $0 | 0股 | +4,495股 | 新买入 |
 雅保ALB |
| 1.24% | — | $876.9万 | 6.4万股 | $0 | 0股 | +6.4万股 | 新买入 |
 亚马逊AMZN |
| 1.19% | 2.12% | $843.1万 | 3.5万股 | $885.9万 | 4.3万股 | -7,165股-16.84% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.18% | 2.81% | $836.0万 | 2.4万股 | $1,175.2万 | 4.1万股 | -1.7万股-42.25% | 减仓 |
 谷歌AGOOGL |
| 1.18% | 1.58% | $832.5万 | 2.3万股 | $662.3万 | 2.3万股 | +264股+1.15% | 加仓 |
 雷神技术RTX |
| 1.07% | 1.88% | $756.5万 | 4.0万股 | $785.5万 | 4.1万股 | -850股-2.09% | 减仓 |
 PALO ALTOPANW |
| 1.06% | 1.09% | $749.9万 | 2.2万股 | $454.6万 | 2.8万股 | -6,365股-22.45% | 减仓 |
 ON SEMICONDUCTOR COMON |
| 1.03% | — | $728.8万 | 8.2万股 | $0 | 0股 | +8.2万股 | 新买入 |
 AMD超威AMD |
| 0.89% | 0.59% | $631.4万 | 1.1万股 | $245.7万 | 1.2万股 | -1,208股-10.00% | 减仓 |
 Arista网络ANET |
| 0.79% | 0.97% | $560.9万 | 3.3万股 | $405.1万 | 3.3万股 | +25股+0.08% | 加仓 |
 博通AVGO |
| 0.76% | 1.45% | $535.0万 | 1.4万股 | $608.3万 | 2.0万股 | -5,490股-27.93% | 减仓 |
 Meta平台META |
| 0.56% | 1.12% | $395.9万 | 7,028股 | $467.0万 | 8,162股 | -1,134股-13.89% | 减仓 |
 卡地纳健康CAH |
| 0.48% | 0.59% | $341.2万 | 1.4万股 | $245.2万 | 1.2万股 | +2,758股+23.77% | 加仓 |
 卡特彼勒CAT |
| 0.39% | 0.44% | $275.9万 | 2,591股 | $183.6万 | 2,591股 | 00.00% | 持仓不变 |
 CrowdStrikeCRWD |
| 0.39% | 0.35% | $274.8万 | 3,601股 | $147.6万 | 3,780股 | -179股-4.74% | 减仓 |
 默沙东MRK |
| 0.37% | 0.43% | $258.3万 | 2.0万股 | $179.5万 | 1.5万股 | +5,178股+34.70% | 加仓 |
 CencoraCOR |
| 0.37% | 0.59% | $257.8万 | 9,111股 | $247.5万 | 7,879股 | +1,232股+15.64% | 加仓 |
 直觉外科ISRG |
| 0.36% | 0.94% | $251.7万 | 6,328股 | $392.2万 | 8,508股 | -2,180股-25.62% | 减仓 |
 星座能源CEG |
| 0.35% | 0.64% | $250.5万 | 1.0万股 | $266.7万 | 9,552股 | +535股+5.60% | 加仓 |
 迈威尔MRVL |
| 0.35% | 0.61% | $248.5万 | 8,343股 | $255.1万 | 2.6万股 | -1.7万股-67.60% | 减仓 |
 DANAHER DEL COMDHR |
| 0.33% | 0.45% | $235.3万 | 1.2万股 | $187.1万 | 9,868股 | +2,484股+25.17% | 加仓 |
 摩根大通JPM |
| 0.31% | 0.96% | $215.9万 | 6,597股 | $401.6万 | 1.4万股 | -7,057股-51.68% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.28% | 0.43% | $195.7万 | 5,214股 | $178.2万 | 6,414股 | -1,200股-18.71% | 减仓 |
 甲骨文ORCL |
| 0.23% | 0.48% | $165.2万 | 1.1万股 | $202.6万 | 1.4万股 | -2,496股-18.13% | 减仓 |
 Arm控股ARM |
| 0.23% | 0.4% | $163.5万 | 4,612股 | $169.4万 | 1.1万股 | -6,588股-58.82% | 减仓 |
 CloudflareNET |
| 0.23% | — | $160.9万 | 6,561股 | $0 | 0股 | +6,561股 | 新买入 |
 奎斯特诊断DGX |
| 0.21% | 0.31% | $149.9万 | 7,071股 | $131.7万 | 6,720股 | +351股+5.22% | 加仓 |
