 英伟达NVDA |
| 4.5% | 4.44% | $5,081.0万 | 25.4万股 | $4,389.7万 | 25.2万股 | +2,234股+0.89% | 加仓 |
 苹果AAPL |
| 3.62% | 4.47% | $4,089.2万 | 14.1万股 | $4,423.3万 | 17.4万股 | -3.3万股-18.92% | 减仓 |
 谷歌AGOOGL |
| 3.43% | 2.52% | $3,869.3万 | 10.8万股 | $2,494.5万 | 8.7万股 | +2.2万股+24.81% | 加仓 |
 科磊KLAC |
| 2.76% | 1.61% | $3,114.5万 | 10.3万股 | $1,595.9万 | 1.1万股 | +9.2万股+852.47% | 加仓 |
 Meta平台META |
| 1.81% | 2.11% | $2,044.6万 | 3.6万股 | $2,090.8万 | 3.7万股 | -248股-0.68% | 减仓 |
 博通AVGO |
| 1.72% | 1.33% | $1,944.7万 | 5.1万股 | $1,311.8万 | 4.2万股 | +9,099股+21.47% | 加仓 |
 特斯拉TSLA |
| 1.69% | 1.72% | $1,912.6万 | 4.5万股 | $1,697.7万 | 4.6万股 | -196股-0.43% | 减仓 |
 微软MSFT |
| 1.66% | 2.65% | $1,868.2万 | 5.0万股 | $2,619.6万 | 7.1万股 | -2.1万股-29.23% | 减仓 |
 泛林集团LRCX |
| 1.09% | 0.62% | $1,235.8万 | 2.9万股 | $615.1万 | 2.9万股 | -271股-0.94% | 减仓 |
 默沙东MRK |
| 1% | 1.04% | $1,130.6万 | 8.8万股 | $1,031.2万 | 8.6万股 | +2,257股+2.63% | 加仓 |
 宝洁PG |
| 0.98% | 0.97% | $1,106.4万 | 7.5万股 | $956.4万 | 6.6万股 | +9,230股+13.94% | 加仓 |
 AMD超威AMD |
| 0.98% | 0.07% | $1,105.1万 | 1.9万股 | $68.5万 | 3,369股 | +1.6万股+464.68% | 加仓 |
 QUANTA SVCSPWR |
| 0.88% | 0.77% | $997.7万 | 1.4万股 | $760.9万 | 1.4万股 | -3股-0.02% | 减仓 |
 应用材料AMAT |
| 0.88% | 0.48% | $997.1万 | 1.4万股 | $473.3万 | 1.4万股 | -58股-0.42% | 减仓 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 0.88% | 0.47% | $992.3万 | 13.2万股 | $469.6万 | 13.6万股 | -3,433股-2.53% | 减仓 |
 相干公司COHR |
| 0.82% | 0.52% | $924.5万 | 2.3万股 | $511.2万 | 2.1万股 | +1,975股+9.20% | 加仓 |
 VertivVRT |
| 0.82% | 0.84% | $920.0万 | 2.7万股 | $828.5万 | 3.3万股 | -5,584股-16.89% | 减仓 |
 WELLTOWER COMWELL |
| 0.81% | 0.8% | $916.1万 | 4.0万股 | $794.6万 | 4.0万股 | +172股+0.43% | 加仓 |
 德州仪器TXN |
| 0.74% | 0.29% | $836.5万 | 2.8万股 | $290.3万 | 1.5万股 | +1.3万股+87.65% | 加仓 |
 空气化工APD |
| 0.71% | 0.63% | $802.4万 | 2.7万股 | $624.7万 | 2.2万股 | +5,862股+27.26% | 加仓 |
 艾伯维ABBV |
| 0.7% | 0.69% | $795.4万 | 3.2万股 | $678.2万 | 3.1万股 | +427股+1.37% | 加仓 |
 TARGET COMTGT |
| 0.69% | 0.44% | $782.0万 | 6.0万股 | $433.0万 | 3.6万股 | +2.4万股+67.57% | 加仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.65% | 0.72% | $738.1万 | 12.8万股 | $711.1万 | 12.3万股 | +4,245股+3.44% | 加仓 |
 EAST WEST BANCORPEWBC |
| 0.65% | 0.52% | $733.1万 | 4.8万股 | $510.8万 | 4.8万股 | -89股-0.18% | 减仓 |
| FFASTENAL COMFAST |
| 0.65% | 0.85% | $732.1万 | 15.2万股 | $839.3万 | 18.1万股 | -2.8万股-15.74% | 减仓 |
 伊顿ETN |
| 0.63% | 0.59% | $716.6万 | 1.7万股 | $587.7万 | 1.6万股 | +388股+2.36% | 加仓 |
 KENVUE COMKVUE |
| 0.63% | 0.56% | $713.7万 | 37.3万股 | $552.5万 | 32.0万股 | +5.3万股+16.54% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.63% | 0.43% | $712.7万 | 2.8万股 | $422.9万 | 2.8万股 | -33股-0.12% | 减仓 |
 阿斯麦ASML |
| 0.63% | 0.47% | $707.6万 | 3,557股 | $460.0万 | 3,483股 | +74股+2.12% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.63% | 0.54% | $706.4万 | 1.9万股 | $533.0万 | 1.9万股 | -359股-1.87% | 减仓 |
| PPROLOGIS COMPLD |
| 0.62% | 0.65% | $695.9万 | 5.1万股 | $642.9万 | 4.9万股 | +2,731股+5.61% | 加仓 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 0.6% | 0.54% | $679.9万 | 1.6万股 | $530.8万 | 1.1万股 | +4,350股+38.89% | 加仓 |
 礼来LLY |
| 0.59% | 0.52% | $671.3万 | 5,597股 | $509.7万 | 5,542股 | +55股+0.99% | 加仓 |
 美敦力MDT |
| 0.59% | 0.59% | $661.9万 | 8.5万股 | $587.0万 | 6.8万股 | +1.7万股+24.89% | 加仓 |
 EquinixEQIX |
| 0.58% | 0.6% | $658.2万 | 6,315股 | $589.9万 | 6,018股 | +297股+4.94% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.57% | — | $645.1万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 康明斯CMI |
| 0.57% | 0.53% | $639.4万 | 8,965股 | $526.0万 | 9,777股 | -812股-8.31% | 减仓 |
 阿斯利康AZN |
| 0.55% | 0.65% | $623.2万 | 3.3万股 | $644.7万 | 3.3万股 | +177股+0.54% | 加仓 |
 MONOLITHIC PWR SYSMPWR |
| 0.55% | 0.52% | $618.8万 | 4,476股 | $510.0万 | 4,665股 | -189股-4.05% | 减仓 |
 强生JNJ |
| 0.55% | 0.85% | $616.9万 | 2.4万股 | $841.3万 | 3.4万股 | -1.0万股-29.42% | 减仓 |
 VisaV |
| 0.55% | 0.54% | $616.4万 | 1.8万股 | $532.7万 | 1.8万股 | +340股+1.93% | 加仓 |
 TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10ERIC |
| 0.54% | 0.6% | $605.9万 | 54.3万股 | $595.2万 | 52.8万股 | +1.5万股+2.90% | 加仓 |
| EEXPEDITORS INTL WASHEXPE |
| 0.54% | 0.73% | $604.1万 | 3.7万股 | $724.9万 | 5.1万股 | -1.4万股-26.75% | 减仓 |
| MMACOM TECH SOLUTIONS IMTSI |
| 0.53% | 0.45% | $602.2万 | 1.6万股 | $446.6万 | 2.0万股 | -4,281股-21.28% | 减仓 |
 加拿大国家铁路CNI |
| 0.53% | 0.5% | $593.5万 | 5.0万股 | $498.3万 | 4.8万股 | +1,290股+2.66% | 加仓 |
 Arista网络ANET |
| 0.52% | 0.43% | $590.6万 | 3.5万股 | $429.8万 | 3.5万股 | -240股-0.69% | 减仓 |
 PALO ALTOPANW |
| 0.52% | 0.26% | $581.6万 | 1.7万股 | $255.6万 | 1.6万股 | +1,115股+6.99% | 加仓 |
 万事达MA |
| 0.51% | 0.58% | $581.0万 | 1.1万股 | $570.8万 | 1.1万股 | -112股-0.98% | 减仓 |
 盎格鲁黄金AU |
| 0.51% | 0.7% | $577.5万 | 7.1万股 | $691.7万 | 7.1万股 | +348股+0.49% | 加仓 |
 恩智浦NXPI |
| 0.51% | 0.31% | $575.5万 | 2.0万股 | $307.4万 | 1.6万股 | +4,862股+31.14% | 加仓 |
