 苹果AAPL |
| 7.09% | 7.29% | $4,124.5万 | 14.3万股 | $3,639.0万 | 14.3万股 | -849股-0.59% | 减仓 |
 Bloom EnergyBE |
| 5.03% | 2.68% | $2,924.1万 | 9.7万股 | $1,339.1万 | 9.9万股 | -2,230股-2.26% | 减仓 |
 英伟达NVDA |
| 4.79% | 4.92% | $2,786.7万 | 13.9万股 | $2,457.3万 | 14.1万股 | -1,629股-1.16% | 减仓 |
 谷歌AGOOGL |
| 4.09% | 3.89% | $2,379.5万 | 6.7万股 | $1,940.8万 | 6.7万股 | -910股-1.35% | 减仓 |
 微软MSFT |
| 3.3% | 3.88% | $1,922.0万 | 5.2万股 | $1,936.8万 | 5.2万股 | -795股-1.52% | 减仓 |
 Arista网络ANET |
| 2.72% | 2.37% | $1,580.0万 | 9.3万股 | $1,182.8万 | 9.6万股 | -3,325股-3.45% | 减仓 |
 HOWMET AEROSPACE COMHWM |
| 2.6% | 2.31% | $1,512.7万 | 5.6万股 | $1,153.2万 | 5.0万股 | +6,226股+12.44% | 加仓 |
 GE VernovaGEV |
| 2.47% | 2.14% | $1,434.0万 | 1.2万股 | $1,068.5万 | 1.2万股 | -35股-0.29% | 减仓 |
 固安捷GWW |
| 2.09% | 1.93% | $1,213.9万 | 8,923股 | $965.5万 | 8,851股 | +72股+0.81% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.96% | 2.19% | $1,141.8万 | 2.3万股 | $1,093.4万 | 2.3万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 1.96% | 1.97% | $1,139.4万 | 4.8万股 | $983.6万 | 4.7万股 | +576股+1.22% | 加仓 |
 万事达MA |
| 1.86% | 2.1% | $1,083.3万 | 2.1万股 | $1,050.5万 | 2.1万股 | +68股+0.32% | 加仓 |
 Meta平台META |
| 1.73% | 2.05% | $1,003.7万 | 1.8万股 | $1,023.3万 | 1.8万股 | -68股-0.38% | 减仓 |
 安费诺APH |
| 1.7% | 1.45% | $990.7万 | 5.6万股 | $724.6万 | 5.7万股 | -1,159股-2.02% | 减仓 |
 阿斯麦ASML |
| 1.63% | 1.26% | $950.0万 | 4,775股 | $629.4万 | 4,765股 | +10股+0.21% | 加仓 |
 特灵科技TT |
| 1.63% | 1.61% | $946.3万 | 1.9万股 | $802.6万 | 1.9万股 | +8股+0.04% | 加仓 |
 摩根大通JPM |
| 1.6% | 1.67% | $930.8万 | 2.8万股 | $834.0万 | 2.8万股 | +85股+0.30% | 加仓 |
 博通AVGO |
| 1.47% | 1.48% | $853.6万 | 2.3万股 | $741.5万 | 2.4万股 | -1,360股-5.68% | 减仓 |
 艾伯维ABBV |
| 1.44% | 1.47% | $839.9万 | 3.3万股 | $732.8万 | 3.4万股 | -317股-0.94% | 减仓 |
 AMETEK COMAME |
| 1.44% | 1.52% | $837.6万 | 3.5万股 | $761.0万 | 3.6万股 | -881股-2.48% | 减仓 |
| CCOMFORT SYS USAFIX |
| 1.39% | 1.03% | $809.2万 | 4,083股 | $515.6万 | 3,739股 | +344股+9.20% | 加仓 |
 泛林集团LRCX |
| 1.37% | 0.77% | $796.2万 | 1.8万股 | $384.0万 | 1.8万股 | +400股+2.23% | 加仓 |
 埃克森美孚XOM |
| 1.35% | 1.99% | $787.7万 | 5.8万股 | $995.5万 | 5.9万股 | -1,060股-1.81% | 减仓 |
 BANCO SANTANDER ADRSAN |
| 1.27% | 1.18% | $737.4万 | 53.4万股 | $587.4万 | 52.1万股 | +1.4万股+2.60% | 加仓 |
 伊顿ETN |
| 1.23% | 1.21% | $717.2万 | 1.7万股 | $602.4万 | 1.7万股 | -10股-0.06% | 减仓 |
 礼来LLY |
| 1.21% | 0.71% | $705.9万 | 5,885股 | $355.6万 | 3,866股 | +2,019股+52.22% | 加仓 |
 台积电TSM |
| 1.13% | 0.88% | $657.3万 | 1.4万股 | $439.7万 | 1.3万股 | +754股+5.80% | 加仓 |
 帕兰提尔PLTR |
| 1.04% | 1.52% | $602.4万 | 5.2万股 | $757.1万 | 5.2万股 | -119股-0.23% | 减仓 |
 派克汉尼汾PH |
| 1.03% | 1.11% | $600.3万 | 6,137股 | $556.6万 | 6,217股 | -80股-1.29% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 1.03% | 0.47% | $598.4万 | 2.4万股 | $234.4万 | 1.6万股 | +7,974股+51.32% | 加仓 |
 PALO ALTOPANW |
| 1.01% | 0.57% | $589.4万 | 1.7万股 | $283.7万 | 1.8万股 | -416股-2.35% | 减仓 |
 TECHNIPFMC COMFTI |
| 0.95% | 1.15% | $551.6万 | 8.3万股 | $574.4万 | 8.3万股 | +114股+0.14% | 加仓 |
 戴蒙德能源FANG |
| 0.85% | 1.1% | $492.2万 | 2.8万股 | $549.9万 | 2.8万股 | +203股+0.73% | 加仓 |
 MERCADOLIBRE COMMELI |
| 0.84% | 1.22% | $489.0万 | 2,881股 | $611.2万 | 3,535股 | -654股-18.50% | 减仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.84% | 1.03% | $488.8万 | 1.1万股 | $516.5万 | 1.1万股 | -5股-0.05% | 减仓 |
| BBANK OF AMERBAC |
| 0.83% | 0.86% | $485.4万 | 8.5万股 | $431.8万 | 8.9万股 | -3,384股-3.82% | 减仓 |
| B纽约梅隆银行BK |
| 0.83% | 0.8% | $482.0万 | 3.3万股 | $397.4万 | 3.4万股 | -174股-0.52% | 减仓 |
| FFASTENAL COMFAST |
| 0.79% | 0.89% | $459.7万 | 9.6万股 | $444.1万 | 9.6万股 | 00.00% | 持仓不变 |
 实耐宝SNA |
| 0.72% | 0.76% | $418.3万 | 1.0万股 | $377.6万 | 1.0万股 | 00.00% | 持仓不变 |
 TapestryTPR |
| 0.71% | 0.79% | $410.7万 | 2.8万股 | $396.0万 | 2.8万股 | 00.00% | 持仓不变 |
| HHARMONY GOLD MNGHMY |
| 0.7% | 0.83% | $406.9万 | 26.8万股 | $412.5万 | 26.8万股 | -877股-0.33% | 减仓 |
 MCKESSON COMMCK |
| 0.69% | 1.09% | $400.1万 | 5,295股 | $545.2万 | 6,300股 | -1,005股-15.95% | 减仓 |
| AARCHROCK COMAROC |
| 0.69% | 0.68% | $398.7万 | 9.8万股 | $340.8万 | 9.8万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.67% | 0.66% | $392.1万 | 1.1万股 | $328.1万 | 1.1万股 | -340股-2.97% | 减仓 |
 百时美施贵宝BMY |
| 0.66% | 0.79% | $381.8万 | 6.6万股 | $394.2万 | 6.5万股 | +1,270股+1.95% | 加仓 |
 宝洁PG |
| 0.62% | 0.71% | $358.6万 | 2.4万股 | $353.3万 | 2.4万股 | 00.00% | 持仓不变 |
 HalozymeHALO |
| 0.61% | 0.63% | $355.2万 | 4.5万股 | $317.0万 | 4.9万股 | -3,660股-7.46% | 减仓 |
| IING GROEP N.V. SPONSORED ADRING |
| 0.6% | 0.59% | $351.7万 | 11.2万股 | $292.4万 | 11.2万股 | -148股-0.13% | 减仓 |
 美光科技MU |
| 0.59% | 0.07% | $341.1万 | 2,955股 | $33.9万 | 1,003股 | +1,952股+194.62% | 加仓 |
 百事可乐PEP |
| 0.56% | 0.75% | $325.0万 | 2.4万股 | $372.7万 | 2.4万股 | 00.00% | 持仓不变 |
