 微软MSFT |
| 5.82% | 6.19% | $1,522.6万 | 4.1万股 | $1,535.1万 | 3.6万股 | +4,885股+13.69% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 5.36% | 6% | $1,401.9万 | 9.0万股 | $1,486.9万 | 8.9万股 | +795股+0.89% | 加仓 |
 万事达MA |
| 4.42% | 4.79% | $1,156.5万 | 2.1万股 | $1,187.6万 | 2.4万股 | -2,951股-12.27% | 减仓 |
 VisaV |
| 4.24% | 4.17% | $1,108.9万 | 3.2万股 | $1,035.2万 | 3.8万股 | -6,010股-15.96% | 减仓 |
 礼来LLY |
| 3.09% | 2.73% | $807.7万 | 9,780股 | $676.0万 | 7,630股 | +2,150股+28.18% | 加仓 |
 台积电TSM |
| 2.91% | 4.96% | $761.9万 | 4.6万股 | $1,230.8万 | 7.1万股 | -2.5万股-35.23% | 减仓 |
 甲骨文ORCL |
| 2.88% | 1.71% | $752.8万 | 2.7万股 | $424.3万 | 2.5万股 | +1,890股+7.59% | 加仓 |
 苹果AAPL |
| 2.76% | 2.52% | $721.5万 | 3.2万股 | $624.5万 | 2.7万股 | +5,680股+21.19% | 加仓 |
 博通AVGO |
| 2.72% | 4.4% | $711.7万 | 4.3万股 | $1,090.7万 | 6.3万股 | -2.1万股-32.77% | 减仓 |
 MERCADOLIBRE COMMELI |
| 2.69% | 3.02% | $702.3万 | 3,600股 | $747.9万 | 3,645股 | -45股-1.23% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 2.67% | — | $697.1万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 艾伯维ABBV |
| 2.53% | 2.52% | $662.7万 | 3.2万股 | $625.6万 | 3.2万股 | -50股-0.16% | 减仓 |
 LOWES COS COMLOW |
| 2.42% | 3.48% | $631.7万 | 2.7万股 | $862.4万 | 3.2万股 | -4,755股-14.93% | 减仓 |
 标普全球SPGI |
| 2.39% | 2.68% | $625.5万 | 1.2万股 | $665.9万 | 1.3万股 | -580股-4.50% | 减仓 |
 福泰制药VRTX |
| 2.37% | 2.43% | $619.1万 | 1.3万股 | $602.5万 | 1.3万股 | -185股-1.43% | 减仓 |
| PPNC FINL SVCS COMVXF |
| 2.36% | 1.42% | $617.7万 | 3.5万股 | $351.0万 | 1.9万股 | +1.6万股+85.04% | 加仓 |
 TJXTJX |
| 2.24% | — | $587.1万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
| C花旗集团C |
| 2.21% | — | $579.3万 | 8.2万股 | $0 | 0股 | +8.2万股 | 新买入 |
 WELLTOWER COMWELL |
| 2.2% | — | $576.5万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
 穆迪MCO |
| 2.14% | 2.86% | $559.3万 | 1.2万股 | $710.0万 | 1.5万股 | -2,950股-19.72% | 减仓 |
 ServiceNowNOW |
| 1.97% | 2.78% | $516.3万 | 6,485股 | $689.1万 | 7,705股 | -1,220股-15.83% | 减仓 |
 艺康ECL |
| 1.93% | — | $504.8万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 BOOKING COMBKNG |
| 1.91% | 2.28% | $499.8万 | 1,085股 | $564.4万 | 1,340股 | -255股-19.03% | 减仓 |
 英伟达NVDA |
| 1.88% | 1.63% | $491.6万 | 4.5万股 | $403.1万 | 3.3万股 | +1.2万股+36.63% | 加仓 |
 PALO ALTOPANW |
| 1.83% | — | $478.5万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
 WASTE MGMT DELWM |
| 1.71% | 2.42% | $446.4万 | 1.9万股 | $600.0万 | 2.9万股 | -9,620股-33.29% | 减仓 |
| B纽约梅隆银行BK |
| 1.68% | — | $438.8万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
 阿默普莱斯AMP |
| 1.67% | 2.13% | $436.7万 | 9,020股 | $529.5万 | 1.1万股 | -2,250股-19.96% | 减仓 |
 美国运通AXP |
| 1.65% | 2.25% | $431.6万 | 1.6万股 | $557.3万 | 2.1万股 | -4,510股-21.95% | 减仓 |
 DANAHER DEL COMDHR |
| 1.64% | — | $429.9万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 再生元REGN |
| 1.64% | 1.38% | $428.7万 | 6,760股 | $342.3万 | 6,520股 | +240股+3.68% | 加仓 |
 新思科技SNPS |
| 1.63% | 2.53% | $426.7万 | 9,950股 | $627.4万 | 1.2万股 | -2,440股-19.69% | 减仓 |
 Arista网络ANET |
| 1.41% | 0.58% | $367.6万 | 4.7万股 | $144.9万 | 1.4万股 | +3.3万股+233.85% | 加仓 |
 ChipotleCMG |
| 1.32% | — | $346.2万 | 6.9万股 | $0 | 0股 | +6.9万股 | 新买入 |
 CINTAS COMCTAS |
| 1.31% | 2.69% | $342.4万 | 1.7万股 | $667.5万 | 3.2万股 | -1.6万股-48.61% | 减仓 |
 科磊KLAC |
| 1.1% | — | $287.6万 | 4,230股 | $0 | 0股 | +4,230股 | 新买入 |
 赛富时CRM |
| 1.09% | — | $284.7万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 INGERSOLL RAND COMIR |
| 1.03% | — | $270.1万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
 EquinixEQIX |
| 1.03% | 3.05% | $268.7万 | 3,295股 | $755.8万 | 8,515股 | -5,220股-61.30% | 减仓 |
 美光科技MU |
| 0.99% | 1.78% | $259.5万 | 3.0万股 | $440.6万 | 4.2万股 | -1.3万股-29.71% | 减仓 |
 迈威尔MRVL |
| 0.89% | — | $232.9万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
 泛林集团LRCX |
| 0.78% | 0.24% | $203.0万 | 2.8万股 | $58.4万 | 6,025股 | +2.2万股+363.40% | 加仓 |
 帕兰提尔PLTR |
| 0.59% | 0.86% | $154.4万 | 8,483股 | $214.1万 | 1.6万股 | -7,261股-46.12% | 减仓 |
 ALAMOS GOLD INC NEW FCLASS AAGI |
| 0.49% | 0.43% | $128.5万 | 4.8万股 | $106.9万 | 5.4万股 | -5,500股-10.26% | 减仓 |
| CCOEUR MNGCDE |
| 0.49% | 0.21% | $128.2万 | 6.7万股 | $51.6万 | 7.5万股 | -7,536股-10.05% | 减仓 |
 阿格尼科鹰矿AEM |
| 0.45% | 0.4% | $117.9万 | 1.1万股 | $99.1万 | 1.2万股 | -1,410股-11.47% | 减仓 |
 金罗斯黄金KGC |
| 0.45% | 0.41% | $116.4万 | 9.2万股 | $102.3万 | 10.9万股 | -1.7万股-15.55% | 减仓 |
 FIRST SOLAR COMFSLR |
| 0.42% | — | $109.1万 | 8,630股 | $0 | 0股 | +8,630股 | 新买入 |
 PAN AMERN SILVERPAAS |
| 0.41% | 0.35% | $108.5万 | 4.2万股 | $87.7万 | 4.2万股 | 00.00% | 持仓不变 |
 ShopifySHOP |
| 0.31% | 0.32% | $81.6万 | 8,548股 | $79.1万 | 9,867股 | -1,319股-13.37% | 减仓 |
