 英伟达NVDA |
| 6.77% | 5.94% | $2.25亿 | 112.7万股 | $1.69亿 | 96.9万股 | +15.8万股+16.25% | 加仓 |
 微软MSFT |
| 3.94% | 4.53% | $1.31亿 | 35.2万股 | $1.29亿 | 34.8万股 | +3,246股+0.93% | 加仓 |
 苹果AAPL |
| 3.3% | 3.74% | $1.10亿 | 38.0万股 | $1.06亿 | 41.9万股 | -4.0万股-9.51% | 减仓 |
 应用材料AMAT |
| 2.73% | 1.99% | $9,104.7万 | 12.6万股 | $5,664.3万 | 16.6万股 | -4.0万股-24.01% | 减仓 |
 亚马逊AMZN |
| 2.57% | 2.54% | $8,561.4万 | 35.9万股 | $7,236.6万 | 34.7万股 | +1.2万股+3.38% | 加仓 |
 英特尔INTC |
| 2.13% | 0.14% | $7,095.4万 | 50.8万股 | $409.0万 | 9.3万股 | +41.5万股+448.34% | 加仓 |
 德州仪器TXN |
| 1.94% | 1.51% | $6,476.9万 | 21.7万股 | $4,307.9万 | 22.2万股 | -4,603股-2.07% | 减仓 |
 赛富时CRM |
| 1.79% | 1.51% | $5,952.8万 | 38.0万股 | $4,285.5万 | 23.0万股 | +15.0万股+65.52% | 加仓 |
 默沙东MRK |
| 1.61% | 1.24% | $5,347.4万 | 41.6万股 | $3,530.4万 | 29.3万股 | +12.3万股+41.79% | 加仓 |
 美光科技MU |
| 1.58% | 0.31% | $5,272.9万 | 4.6万股 | $883.3万 | 2.6万股 | +2.0万股+74.72% | 加仓 |
 博通AVGO |
| 1.53% | 1.56% | $5,107.6万 | 13.5万股 | $4,434.3万 | 14.3万股 | -8,058股-5.62% | 减仓 |
| EEVERPURE CL AEVPR |
| 1.53% | — | $5,104.3万 | 64.8万股 | $0 | 0股 | +64.8万股 | 新买入 |
 谷歌AGOOGL |
| 1.48% | 1.84% | $4,932.0万 | 13.8万股 | $5,227.3万 | 18.2万股 | -4.4万股-24.08% | 减仓 |
 礼来LLY |
| 1.35% | 1.15% | $4,498.3万 | 3.8万股 | $3,261.5万 | 3.5万股 | +2,044股+5.76% | 加仓 |
 摩根大通JPM |
| 1.19% | 1.17% | $3,955.6万 | 12.1万股 | $3,339.8万 | 11.4万股 | +7,307股+6.44% | 加仓 |
 艾伯维ABBV |
| 1.17% | 1.42% | $3,905.7万 | 15.5万股 | $4,040.1万 | 18.6万股 | -3.1万股-16.45% | 减仓 |
 Bloom EnergyBE |
| 1.09% | 0.83% | $3,616.7万 | 11.9万股 | $2,360.2万 | 17.4万股 | -5.5万股-31.41% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.94% | 0.84% | $3,134.1万 | 8.9万股 | $2,401.9万 | 8.4万股 | +4,970股+5.94% | 加仓 |
 欧特克ADSK |
| 0.92% | 2.03% | $3,052.7万 | 15.7万股 | $5,780.3万 | 24.1万股 | -8.4万股-34.97% | 减仓 |
 埃克森美孚XOM |
| 0.9% | 1.31% | $3,008.8万 | 22.0万股 | $3,732.2万 | 22.0万股 | +90股+0.04% | 加仓 |
 Arm控股ARM |
| 0.9% | 0.24% | $2,991.1万 | 8.4万股 | $684.8万 | 4.5万股 | +3.9万股+86.35% | 加仓 |
| N新纪元能源NEE |
| 0.86% | 0.95% | $2,853.9万 | 32.5万股 | $2,701.7万 | 29.1万股 | +3.4万股+11.78% | 加仓 |
| BBANK OF AMERBAC |
| 0.84% | 0.83% | $2,782.5万 | 48.8万股 | $2,370.2万 | 48.6万股 | +2,125股+0.44% | 加仓 |
| B纽约梅隆银行BK |
| 0.79% | 0.71% | $2,642.2万 | 18.3万股 | $2,028.8万 | 17.1万股 | +1.2万股+6.84% | 加仓 |
 FIRST SOLAR COMFSLR |
| 0.75% | 0.58% | $2,514.3万 | 10.7万股 | $1,652.5万 | 8.4万股 | +2.3万股+27.20% | 加仓 |
 VERISK ANALYTICS COMVRSK |
| 0.75% | 0.36% | $2,484.4万 | 13.8万股 | $1,027.4万 | 5.4万股 | +8.4万股+155.57% | 加仓 |
 PALO ALTOPANW |
| 0.69% | 0.39% | $2,307.0万 | 6.8万股 | $1,102.6万 | 6.9万股 | -1,124股-1.63% | 减仓 |
 Meta平台META |
| 0.68% | 0.91% | $2,249.6万 | 4.0万股 | $2,592.5万 | 4.5万股 | -5,377股-11.87% | 减仓 |
 OKTA CLASS AOKTA |
| 0.66% | 0.38% | $2,188.2万 | 16.0万股 | $1,081.6万 | 13.7万股 | +2.3万股+16.70% | 加仓 |
 WASTE MGMT DELWM |
| 0.65% | 0.36% | $2,171.7万 | 9.7万股 | $1,011.9万 | 4.4万股 | +5.3万股+121.28% | 加仓 |
 联合健康UNH |
| 0.65% | 0.57% | $2,171.0万 | 5.2万股 | $1,624.1万 | 6.0万股 | -7,788股-12.98% | 减仓 |
 AMGEN COMAMGN |
| 0.63% | 0.57% | $2,101.6万 | 5.8万股 | $1,628.2万 | 4.6万股 | +1.2万股+25.41% | 加仓 |
 纽蒙特NEM |
| 0.62% | 1.02% | $2,065.9万 | 22.1万股 | $2,905.6万 | 26.8万股 | -4.7万股-17.59% | 减仓 |
| DDNOWDNOW |
| 0.62% | — | $2,052.7万 | 158.3万股 | $0 | 0股 | +158.3万股 | 新买入 |
| AARCHROCK COMAROC |
| 0.61% | 0.19% | $2,017.4万 | 49.6万股 | $534.8万 | 15.4万股 | +34.2万股+222.49% | 加仓 |
 NETFLIXNFLX |
| 0.6% | 0.23% | $2,002.9万 | 28.1万股 | $640.3万 | 6.7万股 | +21.4万股+321.23% | 加仓 |
 伊顿ETN |
| 0.6% | 0.49% | $1,997.1万 | 4.7万股 | $1,390.5万 | 3.9万股 | +7,990股+20.55% | 加仓 |
 江森自控JCI |
| 0.59% | 0.54% | $1,969.4万 | 13.5万股 | $1,533.6万 | 11.7万股 | +1.8万股+15.09% | 加仓 |
| WWATERBRIDGE INFRASTRUCTURE LWBI |
| 0.58% | 0.6% | $1,927.0万 | 56.2万股 | $1,719.5万 | 64.2万股 | -8.0万股-12.39% | 减仓 |
 福泰制药VRTX |
| 0.58% | 0.55% | $1,924.9万 | 3.9万股 | $1,562.5万 | 3.5万股 | +3,761股+10.75% | 加仓 |
 ARCHER DANIELS MIDLAND COMADM |
| 0.58% | 0.41% | $1,923.0万 | 25.2万股 | $1,156.8万 | 15.9万股 | +9.3万股+58.17% | 加仓 |
 艾默生电气EMR |
| 0.57% | 0.51% | $1,895.5万 | 13.2万股 | $1,439.0万 | 11.0万股 | +2.3万股+20.56% | 加仓 |
 强生JNJ |
| 0.57% | 0.97% | $1,883.5万 | 7.4万股 | $2,771.5万 | 11.3万股 | -3.9万股-34.59% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.56% | 1.21% | $1,877.3万 | 14.9万股 | $3,452.5万 | 24.8万股 | -9.9万股-40.02% | 减仓 |
 VeevaVEEV |
| 0.56% | 0.3% | $1,860.0万 | 10.5万股 | $842.5万 | 4.8万股 | +5.7万股+118.53% | 加仓 |
| C花旗集团C |
| 0.55% | 0.49% | $1,820.0万 | 13.0万股 | $1,392.9万 | 12.3万股 | +7,222股+5.88% | 加仓 |
| TTIDEWATER NEWTDW |
| 0.53% | 0.83% | $1,766.6万 | 26.5万股 | $2,363.1万 | 28.3万股 | -1.8万股-6.26% | 减仓 |
 思科CSCO |
| 0.53% | 0.72% | $1,750.7万 | 14.9万股 | $2,058.9万 | 26.5万股 | -11.6万股-43.83% | 减仓 |
 LAUDER ESTEE COS CL AEL |
| 0.52% | 0.39% | $1,722.6万 | 21.8万股 | $1,105.9万 | 15.4万股 | +6.4万股+41.60% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.52% | 0.29% | $1,715.9万 | 30.4万股 | $811.1万 | 17.5万股 | +13.0万股+74.36% | 加仓 |
