 英伟达NVDA |
| 8.44% | 8.11% | $1,242.6万 | 6.2万股 | $1,060.6万 | 6.1万股 | +1,290股+2.12% | 加仓 |
 科磊KLAC |
| 7.69% | 4.1% | $1,132.0万 | 3.8万股 | $536.1万 | 3,641股 | +3.4万股+930.49% | 加仓 |
 谷歌AGOOGL |
| 7.61% | 7.26% | $1,120.5万 | 3.1万股 | $949.5万 | 3.3万股 | -1,667股-5.05% | 减仓 |
 苹果AAPL |
| 6.72% | 6.86% | $989.8万 | 3.4万股 | $897.8万 | 3.5万股 | -1,168股-3.30% | 减仓 |
 微软MSFT |
| 4.85% | 5.73% | $713.9万 | 1.9万股 | $749.9万 | 2.0万股 | -1,118股-5.52% | 减仓 |
 VisaV |
| 4.56% | 4.29% | $671.2万 | 2.0万股 | $560.5万 | 1.9万股 | +1,016股+5.48% | 加仓 |
 美光科技MU |
| 4.2% | — | $618.9万 | 5,362股 | $0 | 0股 | +5,362股 | 新买入 |
 迪尔DE |
| 4% | 4.15% | $589.5万 | 9,294股 | $543.4万 | 9,646股 | -352股-3.65% | 减仓 |
 穆迪MCO |
| 3.91% | 3.95% | $576.5万 | 1.3万股 | $516.8万 | 1.2万股 | +881股+7.44% | 加仓 |
 CHUBB LIMITEDCB |
| 3.89% | 4.06% | $572.3万 | 1.7万股 | $530.6万 | 1.6万股 | +518股+3.18% | 加仓 |
 默沙东MRK |
| 3.65% | 4.02% | $537.1万 | 4.2万股 | $525.6万 | 4.4万股 | -1,896股-4.34% | 减仓 |
 HA SUSTAINABLE INFRA REIHASI |
| 3.33% | 3.48% | $491.0万 | 12.6万股 | $454.9万 | 12.4万股 | +1,964股+1.59% | 加仓 |
| N纳斯达克NDAQ |
| 3.05% | 3.67% | $449.7万 | 5.7万股 | $480.4万 | 5.7万股 | +462股+0.82% | 加仓 |
 ShopifySHOP |
| 2.84% | 3.24% | $417.6万 | 3.7万股 | $423.8万 | 3.6万股 | +740股+2.07% | 加仓 |
 T-MOBILE US COMTMUS |
| 2.8% | 3.84% | $411.6万 | 2.5万股 | $502.9万 | 2.4万股 | +596股+2.49% | 加仓 |
 AMERICAN WTR WKS NEWAWK |
| 2.71% | 3.09% | $398.9万 | 3.0万股 | $404.4万 | 3.0万股 | +603股+2.03% | 加仓 |
 实耐宝SNA |
| 2.62% | 2.55% | $385.1万 | 9,571股 | $334.1万 | 9,197股 | +374股+4.07% | 加仓 |
 SERVICE INTLSCI |
| 2.59% | 3.39% | $381.0万 | 5.0万股 | $443.0万 | 5.4万股 | -3,542股-6.60% | 减仓 |
 MERCADOLIBRE COMMELI |
| 2.57% | 2.86% | $378.9万 | 2,232股 | $373.8万 | 2,162股 | +70股+3.24% | 加仓 |
 NETFLIXNFLX |
| 2.57% | 3.8% | $378.0万 | 5.3万股 | $497.2万 | 5.2万股 | +1,234股+2.39% | 加仓 |
 宝洁PG |
| 2.5% | 2.91% | $367.9万 | 2.5万股 | $381.0万 | 2.6万股 | -1,285股-4.87% | 减仓 |
 LOWES COS COMLOW |
| 2.43% | 3.04% | $358.3万 | 1.6万股 | $397.9万 | 1.7万股 | -589股-3.50% | 减仓 |
| T赛默飞世尔TMO |
| 2.41% | 2.78% | $354.5万 | 7,071股 | $363.1万 | 7,387股 | -316股-4.28% | 减仓 |
| HHDFC BANKHDB |
| 2.37% | 2.52% | $349.4万 | 13.5万股 | $329.1万 | 13.2万股 | +2,993股+2.26% | 加仓 |
 LENNARLEN |
| 2.1% | 2.21% | $308.6万 | 3.4万股 | $289.4万 | 3.3万股 | +780股+2.34% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 1.65% | 2.58% | $242.9万 | 5.7万股 | $338.0万 | 5.4万股 | +3,046股+5.66% | 加仓 |
 IQVIAIQV |
| 0.41% | 0.18% | $60.1万 | 3,110股 | $24.2万 | 1,418股 | +1,692股+119.32% | 加仓 |
 沃特世WAT |
| 0.4% | 0.17% | $58.2万 | 1,553股 | $22.3万 | 748股 | +805股+107.62% | 加仓 |
 REPUBLIC SVCSRSG |
| 0.35% | 0.18% | $51.3万 | 2,409股 | $23.5万 | 1,071股 | +1,338股+124.93% | 加仓 |
 UNITED RENTALSURI |
| 0.31% | 0.13% | $46.2万 | 408股 | $17.0万 | 234股 | +174股+74.36% | 加仓 |
 赛富时CRM |
| 0.2% | 0.22% | $29.2万 | 1,861股 | $28.5万 | 1,529股 | +332股+21.71% | 加仓 |
 英特尔INTC |
| 0.14% | 0.35% | $21.3万 | 1,525股 | $45.5万 | 1.0万股 | -8,780股-85.20% | 减仓 |
 财捷INTU |
| 0.13% | 0.19% | $19.0万 | 728股 | $24.6万 | 569股 | +159股+27.94% | 加仓 |
 SterisSTE |
| 0.02% | 0.02% | $2.5万 | 119股 | $2.6万 | 119股 | 00.00% | 持仓不变 |
 LIBERTY LATIN AMERICALILA |
| <0.01% | <0.01% | $16 | 2股 | $18 | 2股 | 00.00% | 持仓不变 |
