 应用材料AMAT |
| 7.41% | 0.15% | $2,008.1万 | 2.8万股 | $30.9万 | 903股 | +2.7万股+2,975.86% | 加仓 |
 泛林集团LRCX |
| 6.79% | 4.48% | $1,840.0万 | 4.2万股 | $942.1万 | 4.7万股 | -4,547股-9.67% | 减仓 |
 谷歌AGOOGL |
| 4.59% | 5.26% | $1,245.3万 | 3.5万股 | $1,105.4万 | 4.0万股 | -5,230股-13.05% | 减仓 |
 英伟达NVDA |
| 4.59% | 5.64% | $1,244.0万 | 6.2万股 | $1,185.5万 | 7.1万股 | -8,559股-12.10% | 减仓 |
 台积电TSM |
| 4.38% | 1.14% | $1,188.7万 | 2.5万股 | $240.2万 | 7,589股 | +1.7万股+227.99% | 加仓 |
 微软MSFT |
| 4.25% | 4.77% | $1,151.7万 | 3.1万股 | $1,003.1万 | 2.8万股 | +3,097股+11.15% | 加仓 |
 福泰制药VRTX |
| 4.21% | 4.54% | $1,140.9万 | 2.3万股 | $954.0万 | 2.2万股 | +1,446股+6.72% | 加仓 |
 VisaV |
| 4.12% | 4.87% | $1,118.3万 | 3.3万股 | $1,025.1万 | 3.4万股 | -1,612股-4.71% | 减仓 |
 AGILENT TECHNOLOGIES COMA |
| 3.74% | — | $1,012.8万 | 7.6万股 | $0 | 0股 | +7.6万股 | 新买入 |
 TJXTJX |
| 3.53% | 0.12% | $956.1万 | 6.3万股 | $24.5万 | 1,531股 | +6.2万股+4,021.88% | 加仓 |
 NETFLIXNFLX |
| 2.97% | 5.85% | $804.5万 | 11.3万股 | $1,229.4万 | 13.2万股 | -1.9万股-14.71% | 减仓 |
 芝加哥商品交易所CME |
| 2.89% | 4.99% | $782.5万 | 3.5万股 | $1,049.8万 | 3.5万股 | +156股+0.44% | 加仓 |
| EEMBRAER S.AFGM |
| 2.34% | 0.76% | $635.7万 | 10.0万股 | $159.9万 | 2.9万股 | +7.1万股+246.50% | 加仓 |
 Arista网络ANET |
| 2.32% | 2.71% | $628.1万 | 3.7万股 | $569.3万 | 4.9万股 | -1.2万股-24.44% | 减仓 |
 飞塔FTNT |
| 1.98% | 0.82% | $537.5万 | 3.5万股 | $172.1万 | 2.2万股 | +1.3万股+60.71% | 加仓 |
 ADPADP |
| 1.96% | 3.47% | $530.8万 | 2.4万股 | $730.0万 | 3.6万股 | -1.2万股-33.32% | 减仓 |
 MEDPACEMEDP |
| 1.85% | 2.56% | $500.4万 | 9,448股 | $537.6万 | 1.2万股 | -2,232股-19.11% | 减仓 |
 PAYPAL COMPYPL |
| 1.77% | — | $480.1万 | 11.1万股 | $0 | 0股 | +11.1万股 | 新买入 |
 印孚瑟斯INFY |
| 1.48% | 3.09% | $400.5万 | 38.2万股 | $650.6万 | 49.1万股 | -10.9万股-22.25% | 减仓 |
 固安捷GWW |
| 1.44% | 2.1% | $391.4万 | 2,877股 | $441.5万 | 4,176股 | -1,299股-31.11% | 减仓 |
| CCOMFORT SYS USAFIX |
| 1.43% | — | $387.9万 | 1,957股 | $0 | 0股 | +1,957股 | 新买入 |
 ADOBE COMADBE |
| 1.38% | 3.09% | $374.4万 | 1.8万股 | $648.8万 | 2.7万股 | -8,637股-32.11% | 减仓 |
 苹果AAPL |
| 1.17% | 1.33% | $318.6万 | 1.1万股 | $279.4万 | 1.1万股 | 00.00% | 持仓不变 |
 CINTAS COMCTAS |
| 1.09% | 2.34% | $294.2万 | 1.7万股 | $491.5万 | 2.9万股 | -1.2万股-40.64% | 减仓 |
| TTERADYNETER |
| 1.03% | 1.03% | $280.0万 | 5,788股 | $215.7万 | 7,806股 | -2,018股-25.85% | 减仓 |
 埃森哲ACN |
| 0.95% | 2.63% | $258.7万 | 2.1万股 | $552.8万 | 2.8万股 | -7,192股-25.71% | 减仓 |
 芝加哥期权交易所CBOE |
| 0.94% | 1.55% | $255.8万 | 1.1万股 | $326.6万 | 1.2万股 | -1,025股-8.86% | 减仓 |
| SSEA SPONSORD ADSSE |
| 0.85% | — | $230.5万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 IDEXX LABS COMIDXX |
| 0.72% | 1.76% | $195.8万 | 3,720股 | $369.9万 | 6,640股 | -2,920股-43.98% | 减仓 |
 阿默普莱斯AMP |
| 0.7% | — | $188.8万 | 4,115股 | $0 | 0股 | +4,115股 | 新买入 |
 亚马逊AMZN |
| 0.67% | 0.76% | $181.9万 | 7,633股 | $159.0万 | 7,633股 | 00.00% | 持仓不变 |
 WILLIAMS SONOMAWSM |
| 0.67% | 1.01% | $181.4万 | 7,784股 | $211.9万 | 1.2万股 | -4,200股-35.05% | 减仓 |
| GGARMIN SHSGRMN |
| 0.54% | 0.84% | $145.3万 | 6,115股 | $176.1万 | 7,791股 | -1,676股-21.51% | 减仓 |
 埃克森美孚XOM |
| 0.51% | 0.82% | $139.2万 | 1.0万股 | $172.7万 | 1.0万股 | 00.00% | 持仓不变 |
 NubankNU |
| 0.51% | 0.7% | $137.9万 | 10.3万股 | $147.0万 | 10.2万股 | +946股+0.92% | 加仓 |
 欧特克ADSK |
| 0.51% | — | $137.6万 | 7,080股 | $0 | 0股 | +7,080股 | 新买入 |
 博通AVGO |
| 0.49% | 0.52% | $132.7万 | 3,513股 | $108.7万 | 3,513股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.42% | 0.16% | $113.9万 | 987股 | $33.3万 | 987股 | 00.00% | 持仓不变 |
 F5FFIV |
| 0.39% | 0.57% | $106.1万 | 2,551股 | $120.3万 | 4,301股 | -1,750股-40.69% | 减仓 |
 纽蒙特NEM |
| 0.39% | 0.2% | $104.7万 | 1.1万股 | $41.5万 | 3,832股 | +7,374股+192.43% | 加仓 |
 雪佛龙CVX |
| 0.37% | 0.59% | $99.2万 | 5,987股 | $123.9万 | 5,987股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.36% | 0.41% | $96.7万 | 2,300股 | $85.5万 | 2,300股 | 00.00% | 持仓不变 |
 GRACOGGG |
| 0.35% | 0.51% | $94.9万 | 1.3万股 | $106.2万 | 1.3万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.34% | 0.44% | $91.9万 | 1,632股 | $93.4万 | 1,632股 | 00.00% | 持仓不变 |
 AVALONBAY CMNTYS INC REITAVB |
| 0.34% | 0.38% | $91.4万 | 4,846股 | $79.2万 | 4,846股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.31% | 0.14% | $82.9万 | 1,427股 | $29.0万 | 1,427股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.29% | 0.25% | $79.5万 | 747股 | $52.9万 | 747股 | 00.00% | 持仓不变 |
| DDeckersSGVT |
| 0.29% | 0.72% | $78.4万 | 7,897股 | $150.5万 | 1.6万股 | -7,949股-50.16% | 减仓 |
| PPROLOGIS COMPLD |
| 0.29% | 0.36% | $77.6万 | 5,731股 | $75.8万 | 5,731股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.28% | 0.44% | $76.3万 | 636股 | $92.4万 | 1,018股 | -382股-37.52% | 减仓 |
