 卡梅科CCJ |
| 15.07% | 17.55% | $4.29亿 | 421.6万股 | $3.69亿 | 340.1万股 | +81.4万股+23.95% | 加仓 |
 TECHNIPFMC COMFTI |
| 13.54% | 5.79% | $3.86亿 | 581.9万股 | $1.22亿 | 176.2万股 | +405.8万股+230.34% | 加仓 |
 阿斯麦ASML |
| 7.87% | 7.44% | $2.24亿 | 11.3万股 | $1.57亿 | 11.9万股 | -5,831股-4.92% | 减仓 |
 ICICI BANK LIMITEDIBN |
| 7.51% | 3.67% | $2.14亿 | 737.1万股 | $7,730.9万 | 298.5万股 | +438.6万股+146.94% | 加仓 |
 MERCADOLIBRE COMMELI |
| 4.57% | 6.26% | $1.30亿 | 7.7万股 | $1.32亿 | 7.6万股 | +495股+0.65% | 加仓 |
 台积电TSM |
| 4.41% | 4.04% | $1.26亿 | 26.3万股 | $8,507.6万 | 25.2万股 | +1.1万股+4.56% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 3.8% | 4.6% | $1.08亿 | 40.3万股 | $9,678.5万 | 42.0万股 | -1.7万股-4.11% | 减仓 |
 VertivVRT |
| 3.66% | 4.42% | $1.04亿 | 31.1万股 | $9,306.4万 | 37.1万股 | -6.0万股-16.13% | 减仓 |
 英伟达NVDA |
| 3.45% | 4.07% | $9,819.7万 | 49.1万股 | $8,567.2万 | 49.1万股 | -475股-0.10% | 减仓 |
 谷歌AGOOGL |
| 3.35% | 3.75% | $9,545.1万 | 26.7万股 | $7,892.2万 | 27.4万股 | -7,362股-2.68% | 减仓 |
 柯蒂斯怀特CW |
| 2.03% | 2.53% | $5,790.1万 | 7.6万股 | $5,330.9万 | 7.8万股 | -1,856股-2.37% | 减仓 |
 万事达MA |
| 1.7% | 2.23% | $4,837.3万 | 9.4万股 | $4,687.4万 | 9.4万股 | +372股+0.40% | 加仓 |
 苹果AAPL |
| 1.54% | 1.85% | $4,389.8万 | 15.2万股 | $3,904.2万 | 15.4万股 | -2,130股-1.38% | 减仓 |
| AADVANCED ENERGY INDSAEIS |
| 1.42% | 1.7% | $4,060.3万 | 10.9万股 | $3,586.3万 | 11.1万股 | -2,237股-2.01% | 减仓 |
 礼来LLY |
| 1.37% | 1.39% | $3,893.5万 | 3.2万股 | $2,926.6万 | 3.2万股 | +642股+2.02% | 加仓 |
 微软MSFT |
| 1.33% | 2.2% | $3,787.0万 | 10.2万股 | $4,631.6万 | 12.5万股 | -2.4万股-18.86% | 减仓 |
| C花旗集团C |
| 1.29% | 1.02% | $3,681.5万 | 26.3万股 | $2,144.4万 | 18.9万股 | +7.4万股+39.12% | 加仓 |
 亚马逊AMZN |
| 1.2% | 0.93% | $3,426.3万 | 14.4万股 | $1,954.3万 | 9.4万股 | +5.0万股+53.21% | 加仓 |
 LAUDER ESTEE COS CL AEL |
| 1.13% | 1.38% | $3,233.7万 | 41.0万股 | $2,906.1万 | 40.5万股 | +4,670股+1.15% | 加仓 |
 斯伦贝谢SLB |
| 1.13% | 0.66% | $3,230.1万 | 69.5万股 | $1,392.2万 | 27.1万股 | +42.4万股+156.47% | 加仓 |
 EAST WEST BANCORPEWBC |
| 1.03% | 0.97% | $2,942.1万 | 19.3万股 | $2,038.8万 | 19.3万股 | +697股+0.36% | 加仓 |
 福泰制药VRTX |
| 1.01% | 1.24% | $2,865.3万 | 5.8万股 | $2,605.9万 | 5.8万股 | -674股-1.15% | 减仓 |
 ILLUMINAILMN |
| 0.99% | 0.81% | $2,813.2万 | 16.0万股 | $1,698.3万 | 13.8万股 | +2.2万股+16.12% | 加仓 |
 嘉信理财SCHW |
| 0.97% | 1.35% | $2,754.6万 | 29.9万股 | $2,834.2万 | 30.2万股 | -3,045股-1.01% | 减仓 |
 爱德华生命科学EW |
| 0.92% | 1.1% | $2,633.0万 | 29.1万股 | $2,319.2万 | 29.0万股 | +1,466股+0.51% | 加仓 |
 CORTEVA COMCTVA |
| 0.92% | 1.26% | $2,609.1万 | 30.8万股 | $2,656.3万 | 31.7万股 | -9,241股-2.91% | 减仓 |
 优步UBER |
| 0.91% | 1.21% | $2,604.4万 | 36.1万股 | $2,550.5万 | 35.5万股 | +6,340股+1.79% | 加仓 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 0.85% | 0.89% | $2,416.9万 | 32.3万股 | $1,872.8万 | 54.2万股 | -21.9万股-40.46% | 减仓 |
 史丹利百得SWK |
| 0.8% | 0.75% | $2,292.0万 | 24.4万股 | $1,588.1万 | 22.3万股 | +2.0万股+8.96% | 加仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.79% | 1.12% | $2,244.7万 | 13.5万股 | $2,348.4万 | 13.5万股 | -714股-0.53% | 减仓 |
 HEXCEL NEWHXL |
| 0.77% | 0.84% | $2,189.0万 | 21.9万股 | $1,772.2万 | 21.9万股 | -210股-0.10% | 减仓 |
 博通AVGO |
| 0.74% | 0.38% | $2,104.1万 | 5.6万股 | $800.3万 | 2.6万股 | +3.0万股+115.41% | 加仓 |
 IQVIAIQV |
| 0.69% | 0.82% | $1,954.0万 | 10.1万股 | $1,736.5万 | 10.2万股 | -695股-0.68% | 减仓 |
 ADPADP |
| 0.63% | 0.79% | $1,799.0万 | 8.0万股 | $1,655.6万 | 8.1万股 | -1,152股-1.41% | 减仓 |
 雅保ALB |
| 0.57% | 1.05% | $1,624.2万 | 12.0万股 | $2,217.9万 | 12.4万股 | -3,260股-2.64% | 减仓 |
| SSPDR道富系列信托BIL |
| 0.55% | 0.73% | $1,569.1万 | 17.1万股 | $1,539.7万 | 16.8万股 | +3,200股+1.90% | 加仓 |
 ELANCO ANIMAL HEALTHELAN |
| 0.55% | 0.71% | $1,564.4万 | 63.6万股 | $1,490.0万 | 62.3万股 | +1.3万股+2.09% | 加仓 |
 美敦力MDT |
| 0.52% | 0.79% | $1,492.9万 | 19.1万股 | $1,659.4万 | 19.2万股 | -670股-0.35% | 减仓 |
 联合健康UNH |
| 0.43% | 0.31% | $1,212.8万 | 2.9万股 | $657.8万 | 2.4万股 | +4,873股+20.05% | 加仓 |
 UNIVERSAL DISPLAYOLED |
| 0.4% | 0.7% | $1,148.9万 | 13.3万股 | $1,482.3万 | 16.2万股 | -2.9万股-17.95% | 减仓 |
 ADOBE COMADBE |
| 0.36% | 0.58% | $1,014.6万 | 4.9万股 | $1,218.3万 | 5.0万股 | -632股-1.26% | 减仓 |
 COMCAST NEW CL ACMCSA |
| 0.31% | 0.49% | $870.3万 | 35.5万股 | $1,038.3万 | 36.2万股 | -7,155股-1.98% | 减仓 |
| BBECTON DICKINSON & COMBDX |
| 0.28% | 0.4% | $799.1万 | 5.3万股 | $840.4万 | 5.3万股 | -644股-1.20% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.28% | 0.33% | $798.0万 | 2.3万股 | $690.8万 | 2.4万股 | -1,496股-6.21% | 减仓 |
 NETFLIXNFLX |
| 0.26% | — | $733.6万 | 10.3万股 | $0 | 0股 | +10.3万股 | 新买入 |
 BOSTON SCIENTIFIC COMBSX |
| 0.25% | 0.49% | $718.6万 | 16.8万股 | $1,041.8万 | 16.6万股 | +2,336股+1.41% | 加仓 |
 爵士制药JAZZ |
| 0.24% | — | $694.4万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.18% | 0.26% | $515.6万 | 14.0万股 | $547.4万 | 14.5万股 | -4,407股-3.05% | 减仓 |
 ARGENX SPONSORED ADRARGX |
| 0.14% | — | $388.3万 | 4,185股 | $0 | 0股 | +4,185股 | 新买入 |
 雅培ABT |
| 0.11% | 0.18% | $322.8万 | 3.6万股 | $375.2万 | 3.7万股 | -970股-2.65% | 减仓 |
