 台积电TSM |
| 7.09% | 6.16% | $23.57亿 | 493.6万股 | $18.65亿 | 551.8万股 | -58.2万股-10.54% | 减仓 |
 英伟达NVDA |
| 5.17% | 5.15% | $17.21亿 | 859.9万股 | $15.59亿 | 894.2万股 | -34.3万股-3.83% | 减仓 |
 谷歌AGOOGL |
| 3.43% | 2.38% | $11.40亿 | 319.1万股 | $7.20亿 | 250.5万股 | +68.6万股+27.41% | 加仓 |
 苹果AAPL |
| 2.84% | 4.04% | $9.43亿 | 326.0万股 | $12.21亿 | 481.2万股 | -155.3万股-32.26% | 减仓 |
 博通AVGO |
| 2.34% | 2.25% | $7.77亿 | 205.6万股 | $6.81亿 | 220.2万股 | -14.5万股-6.61% | 减仓 |
 微软MSFT |
| 2.3% | 3.54% | $7.64亿 | 204.9万股 | $10.72亿 | 289.7万股 | -84.8万股-29.28% | 减仓 |
 Meta平台META |
| 1.61% | 1.92% | $5.35亿 | 95.0万股 | $5.80亿 | 101.3万股 | -6.3万股-6.22% | 减仓 |
 亚马逊AMZN |
| 1.42% | 2.18% | $4.74亿 | 198.7万股 | $6.59亿 | 316.4万股 | -117.7万股-37.19% | 减仓 |
 万事达MA |
| 1.42% | 1.75% | $4.71亿 | 91.8万股 | $5.30亿 | 106.1万股 | -14.3万股-13.45% | 减仓 |
 AMD超威AMD |
| 1.33% | 0.7% | $4.44亿 | 76.4万股 | $2.12亿 | 104.3万股 | -27.9万股-26.77% | 减仓 |
 应用材料AMAT |
| 1.08% | 0.04% | $3.60亿 | 49.8万股 | $1,194.2万 | 3.5万股 | +46.3万股+1,325.15% | 加仓 |
 GE航空GE |
| 0.89% | — | $2.96亿 | 79.1万股 | $0 | 0股 | +79.1万股 | 新买入 |
 阿斯利康AZN |
| 0.85% | 1.25% | $2.83亿 | 151.5万股 | $3.77亿 | 194.2万股 | -42.7万股-22.00% | 减仓 |
| PPRIMO BRANDSPRMB |
| 0.84% | 0.81% | $2.79亿 | 1,142.7万股 | $2.46亿 | 1,305.6万股 | -162.9万股-12.48% | 减仓 |
| EEVERPURE CL AEVPR |
| 0.82% | 0.56% | $2.72亿 | 345.5万股 | $1.70亿 | 288.1万股 | +57.4万股+19.92% | 加仓 |
 安费诺APH |
| 0.81% | 0.45% | $2.71亿 | 153.5万股 | $1.36亿 | 107.7万股 | +45.8万股+42.47% | 加仓 |
 林德LIN |
| 0.79% | 1.04% | $2.62亿 | 50.5万股 | $3.15亿 | 63.6万股 | -13.1万股-20.65% | 减仓 |
| OONTO INNOVATIONONTO |
| 0.76% | 0.65% | $2.52亿 | 66.5万股 | $1.98亿 | 96.4万股 | -29.9万股-30.99% | 减仓 |
 BORGWARNERBWA |
| 0.76% | 0.52% | $2.51亿 | 378.5万股 | $1.56亿 | 288.4万股 | +90.1万股+31.23% | 加仓 |
| CCARLYLE COMCG |
| 0.75% | 1.01% | $2.49亿 | 591.5万股 | $3.05亿 | 630.1万股 | -38.6万股-6.13% | 减仓 |
 ARGENX SPONSORED ADRARGX |
| 0.74% | 0.64% | $2.45亿 | 26.5万股 | $1.94亿 | 26.6万股 | -1,450股-0.54% | 减仓 |
| MMUELLER INDSMLI |
| 0.73% | 0.77% | $2.44亿 | 198.6万股 | $2.34亿 | 211.0万股 | -12.4万股-5.86% | 减仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 0.73% | 0.7% | $2.44亿 | 253.8万股 | $2.13亿 | 293.5万股 | -39.7万股-13.53% | 减仓 |
 F5FFIV |
| 0.73% | 0.62% | $2.44亿 | 58.6万股 | $1.88亿 | 65.0万股 | -6.4万股-9.80% | 减仓 |
 CREDICORPBAP |
| 0.73% | 0.7% | $2.44亿 | 62.5万股 | $2.11亿 | 62.3万股 | +2,454股+0.39% | 加仓 |
 柯蒂斯怀特CW |
| 0.72% | 0.52% | $2.40亿 | 31.7万股 | $1.58亿 | 23.2万股 | +8.5万股+36.73% | 加仓 |
 Itau Unibanco H-Spon PRF ADRITUB |
| 0.69% | 0.88% | $2.31亿 | 2,828.3万股 | $2.66亿 | 3,168.5万股 | -340.1万股-10.73% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.69% | 0.56% | $2.29亿 | 90.1万股 | $1.70亿 | 112.8万股 | -22.6万股-20.08% | 减仓 |
| TTWIST BIOSCIENCETWST |
| 0.67% | 0.83% | $2.24亿 | 217.5万股 | $2.50亿 | 527.0万股 | -309.5万股-58.73% | 减仓 |
 TEVA PHARMACEUTICAL INDS SPONSORED ADSTEVA |
| 0.67% | 0.14% | $2.23亿 | 659.3万股 | $4,294.4万 | 142.6万股 | +516.8万股+362.47% | 加仓 |
 联合健康UNH |
| 0.65% | 0.6% | $2.18亿 | 52.3万股 | $1.82亿 | 67.3万股 | -15.0万股-22.26% | 减仓 |
 CrowdStrikeCRWD |
| 0.65% | — | $2.15亿 | 28.1万股 | $0 | 0股 | +28.1万股 | 新买入 |
| RREGAL REXNORD COMRRX |
| 0.64% | 0.52% | $2.12亿 | 89.1万股 | $1.57亿 | 83.7万股 | +5.4万股+6.41% | 加仓 |
 KRYSTAL BIOTECHKRYS |
| 0.64% | 0.35% | $2.12亿 | 57.0万股 | $1.05亿 | 40.7万股 | +16.3万股+40.03% | 加仓 |
| CCARPENTER TECHNOLOGYCRS |
| 0.62% | 0.46% | $2.05亿 | 33.3万股 | $1.38亿 | 35.1万股 | -1.8万股-5.21% | 减仓 |
| PPOWER INTEGRATIONSPOWI |
| 0.6% | 0.4% | $2.00亿 | 238.2万股 | $1.22亿 | 238.1万股 | +1,330股+0.06% | 加仓 |
 NVENT ELECTRICNVT |
| 0.6% | 0.48% | $1.98亿 | 116.8万股 | $1.46亿 | 123.4万股 | -6.6万股-5.36% | 减仓 |
 Guardant HealthGH |
| 0.59% | 0.29% | $1.97亿 | 131.1万股 | $8,785.4万 | 95.1万股 | +36.0万股+37.87% | 加仓 |
 HalozymeHALO |
| 0.59% | 0.54% | $1.97亿 | 251.1万股 | $1.63亿 | 252.6万股 | -1.5万股-0.59% | 减仓 |
| TTALEN ENERGYTLN |
| 0.58% | 0.55% | $1.91亿 | 49.8万股 | $1.68亿 | 52.5万股 | -2.8万股-5.25% | 减仓 |
 环联TRU |
| 0.57% | 0.66% | $1.91亿 | 264.9万股 | $2.00亿 | 289.1万股 | -24.2万股-8.39% | 减仓 |
 卡梅科CCJ |
| 0.57% | 0.6% | $1.89亿 | 185.9万股 | $1.83亿 | 168.2万股 | +17.6万股+10.49% | 加仓 |
| SSTERLING INFRASTRUCTURESTRL |
| 0.56% | 0.44% | $1.88亿 | 22.4万股 | $1.32亿 | 32.3万股 | -10.0万股-30.83% | 减仓 |
 好市多COST |
| 0.56% | 1% | $1.86亿 | 19.9万股 | $3.01亿 | 30.2万股 | -10.3万股-34.09% | 减仓 |
| AALIGNMENT HEALTHCAREALHC |
| 0.56% | 0.3% | $1.85亿 | 776.1万股 | $9,188.1万 | 521.5万股 | +254.7万股+48.84% | 加仓 |
| CC H ROBINSON WORLDWIDE INCHRW |
| 0.55% | 0.57% | $1.84亿 | 97.8万股 | $1.73亿 | 104.2万股 | -6.3万股-6.08% | 减仓 |
 希捷STX |
| 0.55% | — | $1.84亿 | 19.1万股 | $0 | 0股 | +19.1万股 | 新买入 |
 DIODESDIOD |
| 0.55% | 0.1% | $1.84亿 | 168.3万股 | $3,014.1万 | 44.2万股 | +124.1万股+281.08% | 加仓 |
 BWX科技BWXT |
| 0.55% | 0.66% | $1.83亿 | 94.1万股 | $2.01亿 | 98.2万股 | -4.1万股-4.13% | 减仓 |
 阿卡迈AKAM |
| 0.55% | 0.61% | $1.82亿 | 153.5万股 | $1.86亿 | 161.9万股 | -8.4万股-5.16% | 减仓 |
