 台积电TSM |
| 6.72% | 6.04% | $2.57亿 | 53.9万股 | $2.06亿 | 60.9万股 | -7.0万股-11.44% | 减仓 |
 英伟达NVDA |
| 6.31% | 6.66% | $2.42亿 | 120.8万股 | $2.27亿 | 130.0万股 | -9.2万股-7.06% | 减仓 |
 GE航空GE |
| 5.45% | 4.7% | $2.09亿 | 55.9万股 | $1.60亿 | 56.3万股 | -4,433股-0.79% | 减仓 |
 亚马逊AMZN |
| 5.25% | 5.43% | $2.01亿 | 84.4万股 | $1.85亿 | 88.7万股 | -4.3万股-4.81% | 减仓 |
 苹果AAPL |
| 4.86% | 5.34% | $1.86亿 | 64.4万股 | $1.82亿 | 71.6万股 | -7.2万股-10.03% | 减仓 |
 GE VernovaGEV |
| 4.8% | 7.21% | $1.84亿 | 15.7万股 | $2.45亿 | 28.1万股 | -12.4万股-44.28% | 减仓 |
 美光科技MU |
| 4.58% | 0.32% | $1.75亿 | 15.2万股 | $1,083.5万 | 3.2万股 | +12.0万股+374.02% | 加仓 |
 谷歌AGOOGL |
| 4.53% | 4.34% | $1.74亿 | 48.6万股 | $1.48亿 | 51.4万股 | -2.8万股-5.54% | 减仓 |
 阿斯麦ASML |
| 4.51% | 3.53% | $1.73亿 | 8.7万股 | $1.20亿 | 9.1万股 | -4,144股-4.56% | 减仓 |
 高盛GS |
| 3.68% | 3.46% | $1.41亿 | 13.9万股 | $1.18亿 | 13.9万股 | +234股+0.17% | 加仓 |
 微软MSFT |
| 3.16% | 4.2% | $1.21亿 | 32.4万股 | $1.43亿 | 38.6万股 | -6.1万股-15.91% | 减仓 |
 Meta平台META |
| 3.08% | 3.98% | $1.18亿 | 21.0万股 | $1.36亿 | 23.7万股 | -2.7万股-11.47% | 减仓 |
 波音BA |
| 2.96% | 2.95% | $1.13亿 | 52.4万股 | $1.00亿 | 50.5万股 | +1.9万股+3.77% | 加仓 |
 礼来LLY |
| 2.86% | — | $1.10亿 | 9.1万股 | $0 | 0股 | +9.1万股 | 新买入 |
| C花旗集团C |
| 2.77% | 2.71% | $1.06亿 | 76.0万股 | $9,234.1万 | 81.4万股 | -5.5万股-6.72% | 减仓 |
 好市多COST |
| 2.29% | 3.6% | $8,765.2万 | 9.4万股 | $1.22亿 | 12.3万股 | -2.9万股-23.73% | 减仓 |
 VIKING ORD SHSVIK |
| 2.23% | 0.81% | $8,550.4万 | 81.7万股 | $2,744.4万 | 37.3万股 | +44.3万股+118.72% | 加仓 |
 VisaV |
| 1.51% | 1.5% | $5,788.0万 | 16.9万股 | $5,106.2万 | 16.9万股 | -245股-0.15% | 减仓 |
| RREVOLUTION MEDICINES COMRVMD |
| 1.07% | 0.63% | $4,110.0万 | 21.9万股 | $2,134.2万 | 21.9万股 | 00.00% | 持仓不变 |
| MMKSMKSI |
| 1.02% | — | $3,921.1万 | 8.8万股 | $0 | 0股 | +8.8万股 | 新买入 |
 COCA-COLA EUROPACIFIC PARTNERS SHSCCEP |
| 1% | 1.02% | $3,818.2万 | 38.2万股 | $3,459.6万 | 38.2万股 | 00.00% | 持仓不变 |
 TEVA PHARMACEUTICAL INDS SPONSORED ADSTEVA |
| 0.96% | 0.65% | $3,689.5万 | 108.9万股 | $2,216.1万 | 73.6万股 | +35.3万股+48.01% | 加仓 |
| AAARAIR |
| 0.95% | 0.58% | $3,630.2万 | 25.4万股 | $1,975.3万 | 18.0万股 | +7.4万股+40.74% | 加仓 |
 安费诺APH |
| 0.91% | 0.74% | $3,504.9万 | 19.9万股 | $2,511.6万 | 19.9万股 | 00.00% | 持仓不变 |
| TTALEN ENERGYTLN |
| 0.82% | — | $3,158.3万 | 8.2万股 | $0 | 0股 | +8.2万股 | 新买入 |
| VVSEVSEC |
| 0.82% | 0.67% | $3,126.0万 | 13.7万股 | $2,286.4万 | 12.4万股 | +1.3万股+10.34% | 加仓 |
 HEICOHEI |
| 0.81% | 0.59% | $3,098.8万 | 8.7万股 | $2,013.1万 | 7.3万股 | +1.4万股+18.50% | 加仓 |
 宣伟SHW |
| 0.79% | 0.83% | $3,043.2万 | 8.8万股 | $2,838.3万 | 8.9万股 | -163股-0.18% | 减仓 |
 TKO GROUP HLDGS INC CLASS ATKO |
| 0.78% | 0.76% | $2,989.9万 | 14.9万股 | $2,580.4万 | 12.8万股 | +2.1万股+16.07% | 加仓 |
 DatadogDDOG |
| 0.77% | — | $2,939.0万 | 11.3万股 | $0 | 0股 | +11.3万股 | 新买入 |
 UNITED AIRLS COMUAL |
| 0.76% | 0.47% | $2,926.6万 | 21.5万股 | $1,590.0万 | 17.3万股 | +4.3万股+24.62% | 加仓 |
 SAP SPON ADRSAP |
| 0.75% | 0.63% | $2,870.5万 | 18.6万股 | $2,145.3万 | 12.5万股 | +6.1万股+48.65% | 加仓 |
 AMETEK COMAME |
| 0.73% | 0.68% | $2,784.5万 | 11.5万股 | $2,327.2万 | 10.9万股 | +6,523股+6.01% | 加仓 |
| EEVERCOREEVR |
| 0.71% | 0.45% | $2,728.8万 | 8.0万股 | $1,517.6万 | 5.1万股 | +2.9万股+57.20% | 加仓 |
 UNITED RENTALSURI |
| 0.71% | 0.3% | $2,709.5万 | 2.4万股 | $1,019.5万 | 1.4万股 | +9,923股+70.91% | 加仓 |
 科磊KLAC |
| 0.7% | 1.45% | $2,694.8万 | 8.9万股 | $4,943.0万 | 3.4万股 | +5.6万股+166.06% | 加仓 |
 YUM BRANDS COMYUM |
| 0.69% | — | $2,626.4万 | 16.4万股 | $0 | 0股 | +16.4万股 | 新买入 |
 泛林集团LRCX |
| 0.67% | 0.37% | $2,565.5万 | 5.9万股 | $1,270.6万 | 5.9万股 | -263股-0.44% | 减仓 |
| UUnityU |
| 0.65% | 0.28% | $2,502.0万 | 87.5万股 | $968.1万 | 44.1万股 | +43.4万股+98.40% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.65% | 0.37% | $2,480.0万 | 26.9万股 | $1,256.7万 | 13.6万股 | +13.3万股+97.81% | 加仓 |
| SSOLSTICE ADVANCED MATLSSOL |
| 0.61% | — | $2,330.2万 | 26.3万股 | $0 | 0股 | +26.3万股 | 新买入 |
 Ares管理ARES |
| 0.6% | — | $2,313.2万 | 20.8万股 | $0 | 0股 | +20.8万股 | 新买入 |
 CINTAS COMCTAS |
| 0.6% | 0.4% | $2,307.1万 | 13.6万股 | $1,352.0万 | 8.0万股 | +5.6万股+69.70% | 加仓 |
 AXON ENTERPRISEAXON |
| 0.58% | — | $2,207.8万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.54% | 0.09% | $2,083.8万 | 4.5万股 | $309.4万 | 6,380股 | +3.9万股+611.36% | 加仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 0.49% | — | $1,880.2万 | 8.2万股 | $0 | 0股 | +8.2万股 | 新买入 |
 江森自控JCI |
| 0.48% | 2.72% | $1,836.8万 | 12.6万股 | $9,264.7万 | 70.8万股 | -58.2万股-82.23% | 减仓 |
 摩根大通JPM |
| 0.46% | 1.36% | $1,767.4万 | 5.4万股 | $4,611.0万 | 15.7万股 | -10.3万股-65.55% | 减仓 |
 凯悦H |
| 0.44% | — | $1,702.7万 | 8.8万股 | $0 | 0股 | +8.8万股 | 新买入 |
| DDOORDASHDASH |
| 0.43% | 0.57% | $1,663.6万 | 9.0万股 | $1,935.8万 | 12.9万股 | -3.9万股-30.07% | 减仓 |
