| DDELL TECHNOLOGIES INC CLASS CDELL |
| 2.37% | 1.51% | $617.5万 | 1.4万股 | $332.3万 | 2.0万股 | -5,930股-29.29% | 减仓 |
 科磊KLAC |
| 1.98% | 1.15% | $516.1万 | 1.7万股 | $252.5万 | 1,715股 | +1.5万股+897.43% | 加仓 |
 礼来LLY |
| 1.88% | 1.01% | $488.6万 | 4,074股 | $221.8万 | 2,412股 | +1,662股+68.91% | 加仓 |
 谷歌AGOOGL |
| 1.75% | 2.19% | $456.8万 | 1.3万股 | $481.1万 | 1.7万股 | -3,949股-23.60% | 减仓 |
 NetAppNTAP |
| 1.56% | 1.23% | $406.6万 | 2.6万股 | $271.3万 | 2.6万股 | -217股-0.82% | 减仓 |
| TTERADYNETER |
| 1.46% | 1.66% | $380.6万 | 7,867股 | $365.4万 | 1.2万股 | -4,460股-36.18% | 减仓 |
 思科CSCO |
| 1.46% | 1.49% | $379.3万 | 3.2万股 | $327.0万 | 4.2万股 | -9,851股-23.37% | 减仓 |
| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 1.44% | 0.88% | $375.3万 | 1.1万股 | $192.7万 | 1.7万股 | -5,898股-34.38% | 减仓 |
 艾伯维ABBV |
| 1.44% | 1.47% | $374.6万 | 1.5万股 | $322.2万 | 1.5万股 | +75股+0.51% | 加仓 |
 博通AVGO |
| 1.42% | 1.37% | $369.1万 | 9,770股 | $302.1万 | 9,760股 | +10股+0.10% | 加仓 |
 飞塔FTNT |
| 1.35% | 0.86% | $350.8万 | 2.3万股 | $188.2万 | 2.3万股 | -201股-0.87% | 减仓 |
 德州仪器TXN |
| 1.34% | 1.06% | $350.1万 | 1.2万股 | $233.4万 | 1.2万股 | -277股-2.30% | 减仓 |
 应用材料AMAT |
| 1.34% | 1.18% | $349.4万 | 4,832股 | $259.1万 | 7,580股 | -2,748股-36.25% | 减仓 |
 诺华NVS |
| 1.34% | 1.55% | $349.0万 | 2.2万股 | $341.6万 | 2.2万股 | -91股-0.41% | 减仓 |
 迈威尔MRVL |
| 1.32% | 0.95% | $343.3万 | 1.2万股 | $209.1万 | 2.1万股 | -9,587股-45.41% | 减仓 |
 美国合众银行USB |
| 1.3% | 1.33% | $338.8万 | 5.6万股 | $291.5万 | 5.6万股 | +45股+0.08% | 加仓 |
 阿斯利康AZN |
| 1.28% | 1.58% | $333.3万 | 1.8万股 | $346.9万 | 1.8万股 | -12股-0.07% | 减仓 |
 PALO ALTOPANW |
| 1.27% | 0.71% | $331.3万 | 9,716股 | $156.5万 | 9,764股 | -48股-0.49% | 减仓 |
 VertivVRT |
| 1.27% | 1.15% | $331.3万 | 9,894股 | $253.1万 | 1.0万股 | -205股-2.03% | 减仓 |
 AMD超威AMD |
| 1.27% | 1.08% | $330.3万 | 5,686股 | $237.2万 | 1.2万股 | -5,974股-51.23% | 减仓 |
 ALLISON TRANSMISSION IALSN |
| 1.23% | 1.52% | $319.8万 | 2.8万股 | $334.0万 | 2.9万股 | -170股-0.60% | 减仓 |
 强生JNJ |
| 1.2% | 1.64% | $313.5万 | 1.2万股 | $359.6万 | 1.5万股 | -2,368股-16.09% | 减仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 1.2% | 1.47% | $311.9万 | 1.5万股 | $323.8万 | 1.5万股 | -17股-0.11% | 减仓 |
 泛林集团LRCX |
| 1.16% | 0.85% | $300.9万 | 6,945股 | $187.3万 | 8,765股 | -1,820股-20.76% | 减仓 |
| MMODINE MFGMOD |
| 1.11% | 1.08% | $289.3万 | 1.1万股 | $237.9万 | 1.1万股 | -143股-1.30% | 减仓 |
 康明斯CMI |
| 1.11% | 1.39% | $288.7万 | 4,048股 | $304.8万 | 5,665股 | -1,617股-28.54% | 减仓 |
 美国运通AXP |
| 1.09% | 1.15% | $285.1万 | 8,430股 | $251.8万 | 8,325股 | +105股+1.26% | 加仓 |
 Meta平台META |
| 1.08% | 1.3% | $281.6万 | 4,999股 | $284.9万 | 4,979股 | +20股+0.40% | 加仓 |
 DIGITAL RLTY TR COMDLR |
| 1.08% | 1.28% | $281.2万 | 1.6万股 | $281.9万 | 1.6万股 | +14股+0.09% | 加仓 |
 KRYSTAL BIOTECHKRYS |
| 1.08% | 0.9% | $281.0万 | 7,561股 | $198.0万 | 7,664股 | -103股-1.34% | 减仓 |
 AON SHS CL AAON |
| 1.07% | 0.71% | $278.5万 | 8,396股 | $157.1万 | 4,867股 | +3,529股+72.51% | 加仓 |
 W.R.伯克利WRB |
| 1.06% | 1.16% | $275.7万 | 3.9万股 | $254.5万 | 3.8万股 | +683股+1.78% | 加仓 |
| BBLOCK H & RHRB |
| 1.06% | 0.96% | $275.3万 | 7.2万股 | $210.9万 | 6.6万股 | +5,864股+8.83% | 加仓 |
 固安捷GWW |
| 1.03% | 0.99% | $267.5万 | 1,966股 | $217.0万 | 1,989股 | -23股-1.16% | 减仓 |
| GGARMIN SHSGRMN |
| 1.01% | 1.16% | $263.2万 | 1.1万股 | $254.7万 | 1.1万股 | +105股+0.96% | 加仓 |
 洛克希德马丁LMT |
| 1.01% | 1.41% | $262.2万 | 5,147股 | $308.8万 | 5,110股 | +37股+0.72% | 加仓 |
 联合太平洋铁路UNP |
| 0.99% | 1.03% | $258.1万 | 9,488股 | $227.0万 | 9,355股 | +133股+1.42% | 加仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 0.99% | 0.89% | $257.4万 | 2.7万股 | $195.6万 | 2.7万股 | -217股-0.80% | 减仓 |
| RRAMBUS DELRMBS |
| 0.96% | 0.74% | $249.0万 | 1.9万股 | $163.3万 | 1.9万股 | -222股-1.17% | 减仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.94% | 0.89% | $246.0万 | 9,840股 | $195.2万 | 9,883股 | -43股-0.44% | 减仓 |
 默沙东MRK |
| 0.94% | 1.03% | $245.9万 | 1.9万股 | $226.8万 | 1.9万股 | +281股+1.49% | 加仓 |
 BJS WHSL CLUBBJ |
| 0.92% | 1.22% | $239.4万 | 2.7万股 | $268.9万 | 2.7万股 | +129股+0.47% | 加仓 |
| NNRG ENERGYNRG |
| 0.9% | — | $235.2万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| CCLEAR SECUREYOU |
| 0.9% | 0.94% | $235.0万 | 4.2万股 | $207.0万 | 4.3万股 | -595股-1.39% | 减仓 |
| BBROOKFIELD ASSET MANAGEMENT LTD CLASS A LTD VOTING SHS ISIN #CA1130041058 SEDOL #BPCPYH2MAGY |
| 0.9% | 1.04% | $234.4万 | 5.2万股 | $228.7万 | 5.1万股 | +808股+1.57% | 加仓 |
 ILLUMINAILMN |
| 0.87% | 0.73% | $226.9万 | 1.3万股 | $160.7万 | 1.3万股 | -131股-1.00% | 减仓 |
 苹果AAPL |
| 0.87% | 1.14% | $226.4万 | 7,824股 | $249.6万 | 9,833股 | -2,009股-20.43% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.87% | 0.99% | $226.2万 | 4,520股 | $216.8万 | 4,525股 | -5股-0.11% | 减仓 |
 F5FFIV |
| 0.85% | 0.71% | $221.7万 | 5,329股 | $155.6万 | 5,380股 | -51股-0.95% | 减仓 |
 家得宝HD |
| 0.84% | 0.91% | $218.1万 | 6,184股 | $200.2万 | 6,086股 | +98股+1.61% | 加仓 |
