 微软MSFT |
| 2.64% | 0.92% | $1.37亿 | 31.7万股 | $709.1万 | 1.7万股 | +30.0万股+1,778.82% | 加仓 |
 谷歌AGOOGL |
| 2.09% | 0.93% | $1.09亿 | 31.0万股 | $717.6万 | 2.2万股 | +28.8万股+1,310.42% | 加仓 |
 英伟达NVDA |
| 1.85% | 3.18% | $9,665.1万 | 46.5万股 | $2,443.5万 | 13.3万股 | +33.2万股+249.85% | 加仓 |
 应用材料AMAT |
| 1.78% | 1.16% | $9,278.3万 | 19.1万股 | $894.3万 | 2.7万股 | +16.4万股+609.47% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.71% | 0.24% | $8,903.2万 | 25.3万股 | $184.7万 | 5,660股 | +24.7万股+4,367.30% | 加仓 |
 苹果AAPL |
| 1.11% | 1.04% | $5,771.3万 | 20.0万股 | $803.5万 | 3.0万股 | +17.0万股+575.06% | 加仓 |
 亚马逊AMZN |
| 1.09% | 0.36% | $5,669.5万 | 22.3万股 | $274.5万 | 1.3万股 | +21.0万股+1,594.35% | 加仓 |
 TJXTJX |
| 0.99% | 0.06% | $5,156.0万 | 32.7万股 | $49.0万 | 3,135股 | +32.4万股+10,340.48% | 加仓 |
 泛林集团LRCX |
| 0.98% | 0.25% | $5,131.3万 | 15.5万股 | $195.2万 | 8,532股 | +14.7万股+1,721.82% | 加仓 |
 联合健康UNH |
| 0.96% | 0.02% | $5,002.6万 | 12.9万股 | $16.4万 | 593股 | +12.8万股+21,584.99% | 加仓 |
 思科CSCO |
| 0.96% | 0.55% | $4,992.0万 | 43.4万股 | $425.0万 | 5.2万股 | +38.2万股+731.53% | 加仓 |
 埃克森美孚XOM |
| 0.87% | 0.62% | $4,539.1万 | 31.0万股 | $478.5万 | 3.2万股 | +27.8万股+873.33% | 加仓 |
 希捷STX |
| 0.87% | 0.07% | $4,533.9万 | 6.2万股 | $50.2万 | 1,182股 | +6.1万股+5,146.53% | 加仓 |
| IiShares安硕信托TLT |
| 0.87% | — | $4,515.0万 | 52.5万股 | $0 | 0股 | +52.5万股 | 新买入 |
 卡特彼勒CAT |
| 0.79% | 0.76% | $4,108.2万 | 4.5万股 | $584.4万 | 8,819股 | +3.6万股+409.12% | 加仓 |
 博通AVGO |
| 0.77% | 1.2% | $4,011.2万 | 9.7万股 | $920.1万 | 2.7万股 | +7.0万股+258.48% | 加仓 |
 AMD超威AMD |
| 0.66% | 0.15% | $3,440.5万 | 8.2万股 | $115.9万 | 5,380股 | +7.6万股+1,417.99% | 加仓 |
 康明斯CMI |
| 0.62% | 0.1% | $3,239.1万 | 4.9万股 | $80.0万 | 1,331股 | +4.8万股+3,593.61% | 加仓 |
 迈威尔MRVL |
| 0.62% | 0.02% | $3,229.9万 | 15.1万股 | $14.0万 | 1,694股 | +14.9万股+8,814.58% | 加仓 |
 强生JNJ |
| 0.62% | 0.55% | $3,223.8万 | 13.6万股 | $419.9万 | 1.8万股 | +11.9万股+671.28% | 加仓 |
 Bloom EnergyBE |
| 0.62% | 0.22% | $3,223.1万 | 12.4万股 | $166.5万 | 1.2万股 | +11.3万股+964.03% | 加仓 |
 礼来LLY |
| 0.61% | 0.25% | $3,170.8万 | 2.9万股 | $191.4万 | 1,851股 | +2.8万股+1,493.25% | 加仓 |
 西部数据WDC |
| 0.6% | 0.03% | $3,130.5万 | 5.3万股 | $25.9万 | 913股 | +5.2万股+5,656.19% | 加仓 |
 Arista网络ANET |
| 0.57% | 0.2% | $2,994.8万 | 19.6万股 | $156.8万 | 1.1万股 | +18.5万股+1,695.79% | 加仓 |
 MONOLITHIC PWR SYSMPWR |
| 0.56% | 0.38% | $2,940.5万 | 2.0万股 | $292.9万 | 2,826股 | +1.7万股+599.58% | 加仓 |
 VertivVRT |
| 0.56% | 0.22% | $2,916.0万 | 8.7万股 | $166.5万 | 6,864股 | +8.0万股+1,167.73% | 加仓 |
 Arm控股ARM |
| 0.56% | — | $2,908.6万 | 10.3万股 | $0 | 0股 | +10.3万股 | 新买入 |
| TTERADYNETER |
| 0.53% | 0.25% | $2,747.0万 | 6.8万股 | $190.6万 | 7,877股 | +6.0万股+763.55% | 加仓 |
 德州仪器TXN |
| 0.52% | 0.29% | $2,698.6万 | 9.1万股 | $225.4万 | 1.1万股 | +8.0万股+737.82% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.51% | 0.1% | $2,653.3万 | 20.2万股 | $76.9万 | 5,413股 | +19.7万股+3,630.32% | 加仓 |
 艾伯维ABBV |
| 0.5% | 0.4% | $2,586.4万 | 11.9万股 | $305.1万 | 1.4万股 | +10.6万股+772.34% | 加仓 |
 欧特克ADSK |
| 0.49% | 0.12% | $2,550.0万 | 11.2万股 | $95.7万 | 3,761股 | +10.8万股+2,866.10% | 加仓 |
 QUANTA SVCSPWR |
| 0.48% | 1.03% | $2,506.5万 | 3.6万股 | $790.6万 | 1.8万股 | +1.9万股+105.41% | 加仓 |
 宝洁PG |
| 0.46% | 1.39% | $2,408.8万 | 16.3万股 | $1,069.1万 | 6.9万股 | +9.4万股+137.60% | 加仓 |
 雪佛龙CVX |
| 0.46% | 0.3% | $2,406.1万 | 13.3万股 | $227.1万 | 1.2万股 | +12.0万股+968.62% | 加仓 |
 美光科技MU |
| 0.46% | 0.2% | $2,377.8万 | 2.6万股 | $151.6万 | 3,803股 | +2.2万股+584.51% | 加仓 |
 CrowdStrikeCRWD |
| 0.44% | 0.03% | $2,289.1万 | 3.5万股 | $26.9万 | 659股 | +3.4万股+5,200.76% | 加仓 |
| IiShares安硕信托LQD |
| 0.44% | — | $2,289.0万 | 21.0万股 | $0 | 0股 | +21.0万股 | 新买入 |
 埃森哲ACN |
| 0.43% | 0.12% | $2,263.6万 | 13.4万股 | $90.5万 | 3,915股 | +13.0万股+3,311.26% | 加仓 |
| EEVERPURE CL AEVPR |
| 0.43% | — | $2,262.2万 | 26.6万股 | $0 | 0股 | +26.6万股 | 新买入 |
 DT MIDSTREAM COMMON STOCKDTM |
| 0.43% | — | $2,226.9万 | 13.3万股 | $0 | 0股 | +13.3万股 | 新买入 |
 摩根士丹利MS |
| 0.41% | 0.08% | $2,144.1万 | 9.9万股 | $61.2万 | 3,355股 | +9.6万股+2,851.06% | 加仓 |
| N新纪元能源NEE |
| 0.41% | 0.41% | $2,139.0万 | 24.0万股 | $312.1万 | 3.6万股 | +20.4万股+570.36% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 0.41% | 0.06% | $2,136.8万 | 7.9万股 | $46.9万 | 2,084股 | +7.7万股+3,675.24% | 加仓 |
 因赛特INCY |
| 0.4% | — | $2,092.8万 | 21.4万股 | $0 | 0股 | +21.4万股 | 新买入 |
 通用汽车GM |
| 0.4% | 0.01% | $2,083.7万 | 27.2万股 | $9.5万 | 1,178股 | +27.0万股+22,961.88% | 加仓 |
 纽蒙特NEM |
| 0.4% | 0.4% | $2,067.1万 | 20.2万股 | $308.8万 | 2.7万股 | +17.5万股+653.33% | 加仓 |
 伊顿ETN |
| 0.39% | 0.08% | $2,058.8万 | 5.1万股 | $59.8万 | 1,637股 | +4.9万股+2,988.64% | 加仓 |
 派克汉尼汾PH |
| 0.39% | 0.04% | $2,034.0万 | 2.2万股 | $31.4万 | 321股 | +2.2万股+6,903.12% | 加仓 |
| C花旗集团C |
| 0.39% | 1.09% | $2,014.2万 | 15.4万股 | $838.5万 | 7.4万股 | +7.9万股+106.30% | 加仓 |
