 英伟达NVDA |
| 4.58% | 4.95% | $6,878.3万 | 34.4万股 | $5,508.4万 | 31.6万股 | +2.8万股+8.84% | 加仓 |
 苹果AAPL |
| 3.9% | 4.47% | $5,861.6万 | 20.3万股 | $4,965.8万 | 19.6万股 | +6,905股+3.53% | 加仓 |
 谷歌AGOOGL |
| 3.25% | 3.17% | $4,878.7万 | 13.7万股 | $3,523.4万 | 12.3万股 | +1.4万股+11.42% | 加仓 |
 微软MSFT |
| 2.83% | 3.21% | $4,260.1万 | 11.4万股 | $3,574.1万 | 9.7万股 | +1.8万股+18.28% | 加仓 |
 博通AVGO |
| 2.03% | 2.01% | $3,044.9万 | 8.1万股 | $2,240.1万 | 7.2万股 | +8,231股+11.37% | 加仓 |
 亚马逊AMZN |
| 2.02% | 2.22% | $3,029.6万 | 12.7万股 | $2,469.9万 | 11.9万股 | +8,521股+7.19% | 加仓 |
 摩根大通JPM |
| 1.35% | 1.52% | $2,022.5万 | 6.2万股 | $1,694.3万 | 5.8万股 | +4,191股+7.28% | 加仓 |
 AMD超威AMD |
| 1.33% | 0.73% | $1,997.8万 | 3.4万股 | $816.2万 | 4.0万股 | -5,733股-14.29% | 减仓 |
 Meta平台META |
| 1.24% | 1.58% | $1,865.8万 | 3.3万股 | $1,752.4万 | 3.1万股 | +2,495股+8.15% | 加仓 |
 思科CSCO |
| 1.24% | 1.09% | $1,863.8万 | 15.9万股 | $1,208.7万 | 15.6万股 | +2,887股+1.85% | 加仓 |
 礼来LLY |
| 1.12% | 1.07% | $1,688.9万 | 1.4万股 | $1,188.2万 | 1.3万股 | +1,163股+9.00% | 加仓 |
 泛林集团LRCX |
| 1.12% | 1.02% | $1,678.0万 | 3.9万股 | $1,133.0万 | 5.3万股 | -1.4万股-26.98% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.07% | 1.35% | $1,602.5万 | 15.4万股 | $1,498.4万 | 15.4万股 | 00.00% | 持仓不变 |
 摩根士丹利MS |
| 1.05% | 0.94% | $1,572.8万 | 7.5万股 | $1,042.0万 | 6.3万股 | +1.2万股+18.84% | 加仓 |
 LIGAND PHARMACEUTICALSLGND |
| 0.99% | 0.79% | $1,483.1万 | 4.7万股 | $883.0万 | 4.4万股 | +2,695股+6.09% | 加仓 |
| IIBMIBM |
| 0.88% | 0.84% | $1,326.9万 | 4.7万股 | $930.1万 | 3.8万股 | +8,815股+22.97% | 加仓 |
 PALO ALTOPANW |
| 0.88% | 0.52% | $1,320.8万 | 3.9万股 | $581.4万 | 3.6万股 | +2,468股+6.81% | 加仓 |
 WINTRUST FINLWTFC |
| 0.88% | 0.96% | $1,317.0万 | 8.2万股 | $1,063.3万 | 7.7万股 | +5,414股+7.07% | 加仓 |
 雷神技术RTX |
| 0.86% | 0.97% | $1,295.7万 | 6.8万股 | $1,077.4万 | 5.6万股 | +1.2万股+22.27% | 加仓 |
 UNITED RENTALSURI |
| 0.86% | 0.55% | $1,294.3万 | 1.1万股 | $613.0万 | 8,414股 | +3,011股+35.79% | 加仓 |
 EntergyETR |
| 0.84% | 0.71% | $1,258.2万 | 11.0万股 | $790.2万 | 7.0万股 | +3.9万股+55.77% | 加仓 |
 联合健康UNH |
| 0.83% | 0.62% | $1,250.6万 | 3.0万股 | $694.1万 | 2.6万股 | +4,439股+17.31% | 加仓 |
 特斯拉TSLA |
| 0.83% | 0.75% | $1,242.8万 | 3.0万股 | $832.1万 | 2.2万股 | +7,167股+32.02% | 加仓 |
| EESCO TECHNOLOGIESESE |
| 0.82% | 0.84% | $1,228.3万 | 3.5万股 | $931.2万 | 3.3万股 | +1,994股+6.03% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 0.81% | 0.54% | $1,218.3万 | 4.9万股 | $596.6万 | 2.9万股 | +2.1万股+72.59% | 加仓 |
| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 0.81% | 0.49% | $1,214.7万 | 3.6万股 | $539.7万 | 4.8万股 | -1.2万股-24.17% | 减仓 |
 SITIMESITM |
| 0.79% | 0.73% | $1,182.9万 | 1.6万股 | $810.3万 | 2.3万股 | -7,597股-32.38% | 减仓 |
 APPLIED INDL TECHNOLOGIES INAIT |
| 0.77% | 0.89% | $1,157.2万 | 3.4万股 | $984.4万 | 3.7万股 | -2,881股-7.77% | 减仓 |
 QUANTA SVCSPWR |
| 0.77% | 0.74% | $1,156.7万 | 1.6万股 | $821.1万 | 1.5万股 | +1,109股+7.42% | 加仓 |
 艾伯维ABBV |
| 0.77% | 0.74% | $1,154.8万 | 4.6万股 | $820.0万 | 3.8万股 | +8,188股+21.72% | 加仓 |
 西部数据WDC |
| 0.76% | 0.28% | $1,137.9万 | 1.8万股 | $312.1万 | 1.2万股 | +6,277股+54.40% | 加仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.74% | 0.33% | $1,116.6万 | 4.1万股 | $368.1万 | 3.9万股 | +1,846股+4.71% | 加仓 |
| MMACOM TECH SOLUTIONS IMTSI |
| 0.74% | 0.61% | $1,109.5万 | 2.9万股 | $682.1万 | 3.1万股 | -1,547股-5.04% | 减仓 |
| EENPRONPO |
| 0.73% | 0.68% | $1,091.3万 | 2.9万股 | $759.8万 | 3.0万股 | -1,360股-4.49% | 减仓 |
 MATERIONMTRN |
| 0.72% | 0.45% | $1,084.9万 | 3.6万股 | $503.6万 | 3.5万股 | +1,667股+4.79% | 加仓 |
 家得宝HD |
| 0.71% | 0.84% | $1,074.4万 | 3.0万股 | $938.8万 | 2.9万股 | +1,921股+6.73% | 加仓 |
 VisaV |
| 0.7% | 0.77% | $1,051.1万 | 3.1万股 | $857.3万 | 2.8万股 | +2,271股+8.01% | 加仓 |
 马拉松石油MPC |
| 0.67% | 0.8% | $1,013.3万 | 4.0万股 | $892.5万 | 3.7万股 | +3,084股+8.44% | 加仓 |
 ENOVA INTLENVA |
| 0.67% | 0.48% | $1,007.6万 | 4.2万股 | $538.1万 | 4.0万股 | +2,243股+5.66% | 加仓 |
| SSTERLING INFRASTRUCTURESTRL |
| 0.63% | 0.76% | $940.5万 | 1.1万股 | $849.6万 | 2.1万股 | -9,657股-46.29% | 减仓 |
 伊顿ETN |
| 0.62% | 0.71% | $935.9万 | 2.2万股 | $790.7万 | 2.2万股 | -145股-0.66% | 减仓 |
 可口可乐KO |
| 0.61% | 0.72% | $913.8万 | 11.2万股 | $803.1万 | 10.6万股 | +6,838股+6.48% | 加仓 |
 VertivVRT |
| 0.6% | 0.55% | $908.6万 | 2.7万股 | $616.7万 | 2.5万股 | +2,527股+10.27% | 加仓 |
| MMODINE MFGMOD |
| 0.59% | 0.9% | $882.1万 | 3.3万股 | $997.2万 | 4.6万股 | -1.3万股-28.21% | 减仓 |
| BBEL FUSEBELFB |
| 0.57% | 0.34% | $859.9万 | 2.6万股 | $378.1万 | 1.9万股 | +6,722股+35.20% | 加仓 |
 美敦力MDT |
| 0.57% | 0.52% | $857.8万 | 11.0万股 | $579.5万 | 6.7万股 | +4.3万股+63.95% | 加仓 |
 EASTGROUP PPTYSEGP |
| 0.57% | 0.64% | $853.0万 | 4.2万股 | $714.2万 | 3.9万股 | +3,529股+9.15% | 加仓 |
 美光科技MU |
| 0.57% | — | $850.6万 | 7,369股 | $0 | 0股 | +7,369股 | 新买入 |
 IESIESC |
| 0.56% | 0.66% | $846.2万 | 1.2万股 | $731.2万 | 1.5万股 | -3,828股-24.94% | 减仓 |
| C花旗集团C |
| 0.56% | 0.57% | $846.1万 | 6.0万股 | $634.1万 | 5.6万股 | +4,540股+8.12% | 加仓 |
