 NEBIUSNBIS |
| 10.99% | 0.17% | $10.17亿 | 368.4万股 | $937.9万 | 518.5万股 | -150.1万股-28.94% | 减仓 |
 台积电TSM |
| 7.46% | 8.9% | $6.91亿 | 144.6万股 | $4.93亿 | 144.7万股 | -712股-0.05% | 减仓 |
 TEVA PHARMACEUTICAL INDS SPONSORED ADSTEVA |
| 4.45% | 6.06% | $4.12亿 | 1,246.7万股 | $3.36亿 | 1,146.8万股 | +99.8万股+8.71% | 加仓 |
 苹果AAPL |
| 4.29% | 2.71% | $3.97亿 | 137.3万股 | $1.50亿 | 59.2万股 | +78.1万股+131.99% | 加仓 |
 谷歌AGOOGL |
| 4.25% | 3.73% | $3.94亿 | 110.1万股 | $2.06亿 | 71.8万股 | +38.4万股+53.44% | 加仓 |
 英伟达NVDA |
| 4.23% | 2.01% | $3.91亿 | 195.4万股 | $1.11亿 | 63.7万股 | +131.7万股+206.66% | 加仓 |
 亚马逊AMZN |
| 4.2% | 4.43% | $3.89亿 | 163.2万股 | $2.45亿 | 117.8万股 | +45.3万股+38.46% | 加仓 |
| EElbit Systems LtdESLT |
| 3.97% | 6.86% | $3.67亿 | 48.4万股 | $3.80亿 | 45.6万股 | +2.8万股+6.06% | 加仓 |
| EENLIGHT RENEWABLE ENERGY LTD SHSENLT |
| 3.73% | 5.63% | $3.45亿 | 391.0万股 | $3.12亿 | 471.3万股 | -80.2万股-17.03% | 减仓 |
 思科CSCO |
| 2.46% | 1.61% | $2.28亿 | 194.1万股 | $8,938.0万 | 115.2万股 | +78.9万股+68.52% | 加仓 |
 Arm控股ARM |
| 2.26% | 1.31% | $2.09亿 | 59.0万股 | $7,235.6万 | 47.8万股 | +11.2万股+23.46% | 加仓 |
 CienaCIEN |
| 1.95% | — | $1.81亿 | 36.8万股 | $0 | 0股 | +36.8万股 | 新买入 |
 甲骨文ORCL |
| 1.85% | 3.52% | $1.71亿 | 116.8万股 | $1.95亿 | 132.4万股 | -15.6万股-11.81% | 减仓 |
 EXPAND ENERGYEXE |
| 1.78% | 2.93% | $1.64亿 | 180.3万股 | $1.62亿 | 147.9万股 | +32.4万股+21.94% | 加仓 |
 优步UBER |
| 1.74% | 3.23% | $1.61亿 | 223.6万股 | $1.79亿 | 249.0万股 | -25.4万股-10.20% | 减仓 |
 ANALOG DEVICES COMADI |
| 1.68% | 1.23% | $1.55亿 | 39.0万股 | $6,839.7万 | 21.5万股 | +17.5万股+81.62% | 加仓 |
| BBANK OF AMERBAC |
| 1.63% | 0.09% | $1.51亿 | 265.5万股 | $475.0万 | 2.1万股 | +263.4万股+12,364.79% | 加仓 |
| IIBMIBM |
| 1.58% | 1.72% | $1.46亿 | 51.9万股 | $9,526.7万 | 39.3万股 | +12.6万股+32.14% | 加仓 |
| Q高通QCOM |
| 1.51% | 1.74% | $1.40亿 | 75.7万股 | $9,622.7万 | 74.7万股 | +9,533股+1.28% | 加仓 |
 WELLS FARGO NEWWFC |
| 1.46% | 0.16% | $1.35亿 | 163.0万股 | $889.8万 | 1.3万股 | +161.7万股+12,064.18% | 加仓 |
| R力拓BBP |
| 1.38% | 1.93% | $1.28亿 | 134.4万股 | $1.07亿 | 114.4万股 | +20.0万股+17.48% | 加仓 |
| N新纪元能源NEE |
| 1.33% | 1.97% | $1.23亿 | 140.7万股 | $1.09亿 | 117.3万股 | +23.4万股+19.92% | 加仓 |
| CCRHCRH |
| 1.31% | 2.15% | $1.21亿 | 113.5万股 | $1.19亿 | 113.5万股 | 00.00% | 持仓不变 |
 ICL GROUP LTD SHSICL |
| 1.3% | 2.06% | $1.20亿 | 2,397.3万股 | $1.14亿 | 2,227.8万股 | +169.6万股+7.61% | 加仓 |
 摩根大通JPM |
| 1.27% | — | $1.18亿 | 36.0万股 | $0 | 0股 | +36.0万股 | 新买入 |
 Arista网络ANET |
| 1.22% | <0.01% | $1.13亿 | 66.7万股 | $1.1万 | 92股 | +66.7万股+724,944.57% | 加仓 |
 AMERICAN TOWER COMAMT |
| 1.08% | — | $9,977.8万 | 61.0万股 | $0 | 0股 | +61.0万股 | 新买入 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 1.07% | 2.86% | $9,910.4万 | 80.5万股 | $1.58亿 | 100.7万股 | -20.2万股-20.08% | 减仓 |
 微软MSFT |
| 1.04% | 0.07% | $9,642.7万 | 25.9万股 | $411.7万 | 1.1万股 | +24.7万股+2,224.04% | 加仓 |
| LLYFT INC CLASS ALYFT |
| 1.01% | 1.84% | $9,329.3万 | 638.6万股 | $1.02亿 | 766.2万股 | -127.6万股-16.66% | 减仓 |
 阿里巴巴BABA |
| 0.97% | 2.48% | $9,014.9万 | 93.9万股 | $1.37亿 | 109.5万股 | -15.5万股-14.19% | 减仓 |
 NETFLIXNFLX |
| 0.92% | 1.55% | $8,515.8万 | 119.3万股 | $8,606.0万 | 89.5万股 | +29.8万股+33.25% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.88% | — | $8,129.4万 | 23.0万股 | $0 | 0股 | +23.0万股 | 新买入 |
| AAPPLOVINAPP |
| 0.87% | 0.92% | $8,015.0万 | 15.6万股 | $5,086.8万 | 12.8万股 | +2.8万股+21.71% | 加仓 |
 RobinhoodHOOD |
| 0.83% | 0.66% | $7,725.9万 | 77.0万股 | $3,635.4万 | 52.5万股 | +24.6万股+46.86% | 加仓 |
 ZoomZM |
| 0.8% | 1.32% | $7,437.7万 | 86.2万股 | $7,324.6万 | 91.1万股 | -4.9万股-5.39% | 减仓 |
| NNOVANVMI |
| 0.8% | 0.17% | $7,383.9万 | 14.0万股 | $915.1万 | 2.1万股 | +11.8万股+553.90% | 加仓 |
 雅保ALB |
| 0.77% | 1.71% | $7,141.0万 | 52.9万股 | $9,481.5万 | 52.8万股 | +715股+0.14% | 加仓 |
 英特尔INTC |
| 0.66% | <0.01% | $6,122.6万 | 43.8万股 | $1.2万 | 269股 | +43.8万股+162,906.32% | 加仓 |
 霍尼韦尔HON |
| 0.66% | — | $6,112.5万 | 27.3万股 | $0 | 0股 | +27.3万股 | 新买入 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.65% | — | $6,035.5万 | 27.3万股 | $0 | 0股 | +27.3万股 | 新买入 |
 摩托罗拉解决方案MSI |
| 0.65% | <0.01% | $6,023.2万 | 14.5万股 | $3,038 | 7股 | +14.5万股+2,071,857.14% | 加仓 |
 IRENIREN |
| 0.56% | 0.07% | $5,152.9万 | 112.0万股 | $368.7万 | 140.2万股 | -28.2万股-20.13% | 减仓 |
 TRIMBLE COMTRMB |
| 0.56% | 1.34% | $5,138.5万 | 100.4万股 | $7,397.1万 | 113.4万股 | -13.0万股-11.46% | 减仓 |
 ShopifySHOP |
| 0.55% | 0.78% | $5,049.4万 | 44.2万股 | $4,345.5万 | 36.6万股 | +7.6万股+20.72% | 加仓 |
 ARCHER DANIELS MIDLAND COMADM |
| 0.53% | — | $4,889.6万 | 64.0万股 | $0 | 0股 | +64.0万股 | 新买入 |
 CHECK POINT SOFTWARE TECH ORDCHKP |
| 0.51% | 1.21% | $4,712.4万 | 35.9万股 | $6,725.1万 | 47.1万股 | -11.2万股-23.84% | 减仓 |
 SOCIEDAD QUIMICA Y MINERA DESQM |
| 0.5% | 0.91% | $4,590.5万 | 62.0万股 | $5,018.3万 | 62.0万股 | 00.00% | 持仓不变 |
 ORMAT TECHNOLOGIESORA |
| 0.5% | 0.51% | $4,586.0万 | 42.0万股 | $2,825.4万 | 25.5万股 | +16.6万股+65.04% | 加仓 |
 LGI HOMESLGIH |
| 0.49% | 0.78% | $4,548.4万 | 71.4万股 | $4,298.0万 | 108.7万股 | -37.3万股-34.31% | 减仓 |
