 科磊KLAC |
| 2.35% | 1.72% | $5,776.7万 | 19.1万股 | $4,111.0万 | 2.8万股 | +16.4万股+585.76% | 加仓 |
 应用材料AMAT |
| 2.14% | 1.57% | $5,266.5万 | 7.3万股 | $3,746.6万 | 11.0万股 | -3.7万股-33.55% | 减仓 |
 安费诺APH |
| 1.97% | 1.61% | $4,861.6万 | 27.6万股 | $3,855.7万 | 30.5万股 | -2.9万股-9.65% | 减仓 |
 泛林集团LRCX |
| 1.9% | 1.38% | $4,688.5万 | 10.8万股 | $3,306.3万 | 15.5万股 | -4.7万股-30.08% | 减仓 |
 谷歌AGOOGL |
| 1.88% | 1.77% | $4,625.7万 | 12.9万股 | $4,230.4万 | 14.7万股 | -1.8万股-12.02% | 减仓 |
 Arista网络ANET |
| 1.74% | 1.48% | $4,294.3万 | 25.3万股 | $3,542.0万 | 28.8万股 | -3.6万股-12.38% | 减仓 |
 罗克韦尔自动化ROK |
| 1.66% | 1.35% | $4,087.0万 | 8.3万股 | $3,234.4万 | 9.0万股 | -7,572股-8.40% | 减仓 |
 苹果AAPL |
| 1.66% | 1.68% | $4,076.2万 | 14.1万股 | $4,022.6万 | 15.9万股 | -1.8万股-11.12% | 减仓 |
 捷普JBL |
| 1.64% | 1.7% | $4,043.0万 | 10.5万股 | $4,065.2万 | 15.3万股 | -4.8万股-31.47% | 减仓 |
| CCOMFORT SYS USAFIX |
| 1.6% | 1.7% | $3,949.5万 | 2.0万股 | $4,050.6万 | 2.9万股 | -9,446股-32.16% | 减仓 |
 固安捷GWW |
| 1.6% | 1.45% | $3,939.2万 | 2.9万股 | $3,460.9万 | 3.2万股 | -2,772股-8.74% | 减仓 |
 博通AVGO |
| 1.6% | 1.7% | $3,932.5万 | 10.4万股 | $4,056.3万 | 13.1万股 | -2.7万股-20.55% | 减仓 |
 NeurocrineNBIX |
| 1.57% | 1.36% | $3,859.0万 | 22.9万股 | $3,245.8万 | 24.6万股 | -1.7万股-7.07% | 减仓 |
 卡地纳健康CAH |
| 1.56% | 1.54% | $3,852.8万 | 16.2万股 | $3,679.2万 | 17.4万股 | -1.2万股-6.85% | 减仓 |
 亚马逊AMZN |
| 1.46% | 1.47% | $3,599.5万 | 15.1万股 | $3,519.4万 | 16.9万股 | -1.8万股-10.62% | 减仓 |
 艾伯维ABBV |
| 1.46% | 1.39% | $3,599.1万 | 14.3万股 | $3,329.9万 | 15.3万股 | -1.0万股-6.58% | 减仓 |
 HalozymeHALO |
| 1.42% | 1.28% | $3,500.6万 | 44.7万股 | $3,047.3万 | 47.1万股 | -2.4万股-5.14% | 减仓 |
 特灵科技TT |
| 1.37% | — | $3,371.9万 | 6.9万股 | $0 | 0股 | +6.9万股 | 新买入 |
 CDWCDW |
| 1.36% | — | $3,361.0万 | 23.9万股 | $0 | 0股 | +23.9万股 | 新买入 |
 仲量联行JLL |
| 1.33% | 1.44% | $3,283.4万 | 10.6万股 | $3,444.8万 | 11.3万股 | -7,265股-6.42% | 减仓 |
| AAPPLOVINAPP |
| 1.32% | 1.12% | $3,261.6万 | 6.3万股 | $2,684.7万 | 6.7万股 | -4,151股-6.15% | 减仓 |
 美国运通AXP |
| 1.32% | 1.04% | $3,241.3万 | 9.6万股 | $2,487.3万 | 8.2万股 | +1.4万股+16.53% | 加仓 |
 万豪MAR |
| 1.31% | 1.01% | $3,236.1万 | 8.7万股 | $2,403.9万 | 7.4万股 | +1.4万股+18.80% | 加仓 |
 VisaV |
| 1.31% | 1.27% | $3,230.9万 | 9.4万股 | $3,046.2万 | 10.1万股 | -6,618股-6.57% | 减仓 |
 摩托罗拉解决方案MSI |
| 1.31% | 1.51% | $3,216.7万 | 7.7万股 | $3,597.1万 | 8.3万股 | -5,430股-6.55% | 减仓 |
| DDYNATRACEDT |
| 1.31% | 1.09% | $3,214.7万 | 73.2万股 | $2,609.1万 | 70.6万股 | +2.7万股+3.76% | 加仓 |
 TapestryTPR |
| 1.3% | 1.38% | $3,207.4万 | 21.9万股 | $3,298.8万 | 23.4万股 | -1.5万股-6.27% | 减仓 |
 EMCOREME |
| 1.3% | 1.63% | $3,200.5万 | 3.9万股 | $3,898.3万 | 5.3万股 | -1.4万股-26.96% | 减仓 |
 GE VernovaGEV |
| 1.29% | — | $3,182.6万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
| CCARNIVAL CORP LTD COMMON SHARESCCL |
| 1.29% | 0.99% | $3,175.0万 | 111.1万股 | $2,372.4万 | 91.7万股 | +19.5万股+21.23% | 加仓 |
 AMGEN COMAMGN |
| 1.28% | 1.36% | $3,163.0万 | 8.7万股 | $3,244.9万 | 9.2万股 | -4,878股-5.29% | 减仓 |
 微软MSFT |
| 1.28% | 1.39% | $3,144.0万 | 8.4万股 | $3,331.9万 | 9.0万股 | -5,724股-6.36% | 减仓 |
 好市多COST |
| 1.26% | 1.49% | $3,103.4万 | 3.3万股 | $3,559.1万 | 3.6万股 | -2,545股-7.13% | 减仓 |
 嘉信理财SCHW |
| 1.24% | 1.36% | $3,062.4万 | 33.2万股 | $3,237.9万 | 34.5万股 | -1.3万股-3.67% | 减仓 |
 ILLINOIS TOOLITW |
| 1.24% | 1% | $3,050.8万 | 11.3万股 | $2,388.4万 | 9.2万股 | +2.1万股+22.93% | 加仓 |
 Meta平台META |
| 1.24% | 1.38% | $3,046.6万 | 5.4万股 | $3,289.3万 | 5.7万股 | -3,406股-5.92% | 减仓 |
 万事达MA |
| 1.24% | 1.32% | $3,044.1万 | 5.9万股 | $3,142.3万 | 6.3万股 | -3,617股-5.75% | 减仓 |
 TJXTJX |
| 1.2% | 1.4% | $2,962.3万 | 19.6万股 | $3,342.1万 | 20.9万股 | -1.4万股-6.57% | 减仓 |
| NNRG ENERGYNRG |
| 1.18% | 1.06% | $2,913.1万 | 19.9万股 | $2,526.1万 | 17.3万股 | +2.7万股+15.38% | 加仓 |
 HERSHEY COMHSY |
| 1.18% | 1.55% | $2,900.5万 | 16.5万股 | $3,701.4万 | 17.8万股 | -1.3万股-7.15% | 减仓 |
 英伟达NVDA |
| 1.17% | 0.01% | $2,887.8万 | 14.4万股 | $28.7万 | 1,648股 | +14.3万股+8,657.58% | 加仓 |
 MCKESSON COMMCK |
| 1.15% | 1.36% | $2,827.6万 | 3.7万股 | $3,244.0万 | 3.7万股 | -65股-0.17% | 减仓 |
 LOWES COS COMLOW |
| 1.14% | 1.31% | $2,815.0万 | 12.8万股 | $3,131.6万 | 13.3万股 | -4,869股-3.67% | 减仓 |
 穆迪MCO |
| 1.13% | 1.12% | $2,794.4万 | 6.2万股 | $2,682.3万 | 6.1万股 | +210股+0.34% | 加仓 |
 优步UBER |
| 1.11% | 1.18% | $2,730.7万 | 37.8万股 | $2,810.6万 | 39.1万股 | -1.2万股-3.15% | 减仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 1.1% | 0.94% | $2,701.0万 | 22.8万股 | $2,236.1万 | 20.1万股 | +2.8万股+13.75% | 加仓 |
 联合太平洋铁路UNP |
| 1.04% | 0.01% | $2,568.9万 | 9.4万股 | $29.8万 | 1,228股 | +9.3万股+7,590.88% | 加仓 |
 NETFLIXNFLX |
| 0.99% | 1.44% | $2,440.3万 | 34.2万股 | $3,443.0万 | 35.8万股 | -1.6万股-4.55% | 减仓 |
| PPTC COMPTC |
| 0.87% | 1.17% | $2,147.0万 | 18.9万股 | $2,804.6万 | 19.7万股 | -7,842股-3.98% | 减仓 |
 TradewebTW |
| 0.86% | 1.35% | $2,110.7万 | 21.2万股 | $3,222.0万 | 27.4万股 | -6.2万股-22.66% | 减仓 |
