 英伟达NVDA |
| 4.63% | 3.46% | $14.54亿 | 726.9万股 | $10.07亿 | 577.5万股 | +149.4万股+25.87% | 加仓 |
 博通AVGO |
| 2.73% | 1.72% | $8.59亿 | 227.4万股 | $5.02亿 | 162.0万股 | +65.4万股+40.36% | 加仓 |
 微软MSFT |
| 2.54% | 4.05% | $7.98亿 | 214.0万股 | $11.77亿 | 318.0万股 | -104.0万股-32.70% | 减仓 |
 瑞银UBS |
| 2.48% | 2% | $7.80亿 | 1,573.1万股 | $5.81亿 | 1,512.6万股 | +60.5万股+4.00% | 加仓 |
 亚马逊AMZN |
| 2.31% | 2.69% | $7.27亿 | 304.8万股 | $7.81亿 | 375.0万股 | -70.2万股-18.72% | 减仓 |
 谷歌AGOOGL |
| 2.26% | 2.13% | $7.10亿 | 198.6万股 | $6.21亿 | 215.8万股 | -17.1万股-7.94% | 减仓 |
 美光科技MU |
| 1.73% | 0.33% | $5.44亿 | 47.1万股 | $9,503.1万 | 28.1万股 | +19.0万股+67.54% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.73% | 1.51% | $5.43亿 | 153.7万股 | $4.38亿 | 152.9万股 | +8,572股+0.56% | 加仓 |
 WASTE MGMT DELWM |
| 1.68% | 2.31% | $5.30亿 | 237.6万股 | $6.73亿 | 292.7万股 | -55.1万股-18.82% | 减仓 |
 可口可乐KO |
| 1.66% | 1.85% | $5.21亿 | 640.8万股 | $5.38亿 | 707.6万股 | -66.9万股-9.45% | 减仓 |
 苹果AAPL |
| 1.6% | 1.65% | $5.03亿 | 173.9万股 | $4.79亿 | 188.8万股 | -14.9万股-7.88% | 减仓 |
| RRB GLOBALRBA |
| 1.46% | 1.46% | $4.58亿 | 393.6万股 | $4.24亿 | 441.8万股 | -48.2万股-10.92% | 减仓 |
 万事达MA |
| 1.39% | 1.61% | $4.37亿 | 85.1万股 | $4.69亿 | 93.9万股 | -8.8万股-9.34% | 减仓 |
 LOGITECH INTL SHSLOGI |
| 1.34% | 1.51% | $4.20亿 | 448.2万股 | $4.39亿 | 484.9万股 | -36.7万股-7.57% | 减仓 |
 ALCON ORD SHSALC |
| 1.29% | 1.39% | $4.06亿 | 600.6万股 | $4.05亿 | 546.4万股 | +54.2万股+9.92% | 加仓 |
 林德LIN |
| 1.28% | 0.48% | $4.03亿 | 77.7万股 | $1.41亿 | 28.4万股 | +49.3万股+173.83% | 加仓 |
 AMD超威AMD |
| 1.24% | 0.36% | $3.90亿 | 67.1万股 | $1.06亿 | 52.2万股 | +14.9万股+28.59% | 加仓 |
 台积电TSM |
| 1.22% | 1.3% | $3.83亿 | 80.1万股 | $3.79亿 | 112.2万股 | -32.1万股-28.58% | 减仓 |
 FERGUSON ENTERPRISESFERG |
| 1.15% | 1.15% | $3.61亿 | 152.2万股 | $3.33亿 | 143.0万股 | +9.2万股+6.46% | 加仓 |
 强生JNJ |
| 1.05% | 0.85% | $3.32亿 | 130.6万股 | $2.47亿 | 101.0万股 | +29.6万股+29.33% | 加仓 |
 西屋制动WAB |
| 1.05% | 0.17% | $3.31亿 | 122.8万股 | $4,857.7万 | 19.4万股 | +103.3万股+531.51% | 加仓 |
 新思科技SNPS |
| 0.98% | 0.92% | $3.09亿 | 69.4万股 | $2.68亿 | 67.6万股 | +1.7万股+2.55% | 加仓 |
 NETFLIXNFLX |
| 0.94% | 1.6% | $2.96亿 | 415.1万股 | $4.64亿 | 483.1万股 | -68.0万股-14.07% | 减仓 |
 应用材料AMAT |
| 0.88% | 0.46% | $2.78亿 | 38.4万股 | $1.34亿 | 39.3万股 | -9,116股-2.32% | 减仓 |
 芝加哥商品交易所CME |
| 0.86% | 2.06% | $2.72亿 | 123.1万股 | $5.98亿 | 202.4万股 | -79.3万股-39.20% | 减仓 |
 安桥ENB |
| 0.83% | 0.2% | $2.60亿 | 479.7万股 | $5,730.8万 | 105.7万股 | +374.0万股+353.88% | 加仓 |
| AAMRIZE SHSAMRZ |
| 0.81% | 0.76% | $2.54亿 | 479.6万股 | $2.21亿 | 406.2万股 | +73.4万股+18.07% | 加仓 |
 IRON MTN DEL COMIRM |
| 0.77% | 0.74% | $2.42亿 | 192.0万股 | $2.16亿 | 211.7万股 | -19.7万股-9.32% | 减仓 |
 CINTAS COMCTAS |
| 0.75% | 0.82% | $2.35亿 | 137.9万股 | $2.39亿 | 141.2万股 | -3.3万股-2.32% | 减仓 |
 Arista网络ANET |
| 0.73% | 0.2% | $2.31亿 | 135.8万股 | $5,784.7万 | 47.1万股 | +88.7万股+188.31% | 加仓 |
 QUANTA SVCSPWR |
| 0.71% | 0.25% | $2.23亿 | 31.0万股 | $7,321.5万 | 13.3万股 | +17.7万股+132.54% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.7% | 1.05% | $2.19亿 | 177.8万股 | $3.07亿 | 195.1万股 | -17.3万股-8.88% | 减仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.68% | 1.72% | $2.14亿 | 502.4万股 | $5.01亿 | 797.8万股 | -295.4万股-37.03% | 减仓 |
 安费诺APH |
| 0.67% | 0.77% | $2.11亿 | 119.8万股 | $2.25亿 | 178.4万股 | -58.5万股-32.82% | 减仓 |
| N新纪元能源NEE |
| 0.67% | 0.64% | $2.10亿 | 239.1万股 | $1.85亿 | 198.9万股 | +40.2万股+20.24% | 加仓 |
 英特尔INTC |
| 0.65% | 0.1% | $2.03亿 | 145.4万股 | $2,918.6万 | 66.1万股 | +79.3万股+119.92% | 加仓 |
 艾默生电气EMR |
| 0.64% | 0.58% | $2.00亿 | 139.7万股 | $1.68亿 | 127.9万股 | +11.8万股+9.22% | 加仓 |
 天弘CLS |
| 0.62% | 0.01% | $1.95亿 | 53.6万股 | $252.4万 | 8,945股 | +52.8万股+5,897.71% | 加仓 |
 TJXTJX |
| 0.61% | 0.92% | $1.93亿 | 127.1万股 | $2.68亿 | 167.8万股 | -40.6万股-24.22% | 减仓 |
 NVENT ELECTRICNVT |
| 0.6% | 0.17% | $1.90亿 | 112.1万股 | $4,937.8万 | 41.7万股 | +70.4万股+168.64% | 加仓 |
 科磊KLAC |
| 0.6% | 0.21% | $1.88亿 | 62.3万股 | $6,132.1万 | 4.2万股 | +58.1万股+1,395.81% | 加仓 |
 联合太平洋铁路UNP |
| 0.57% | 0.48% | $1.80亿 | 66.1万股 | $1.41亿 | 58.0万股 | +8.1万股+13.92% | 加仓 |
 AON SHS CL AAON |
| 0.57% | 1.11% | $1.79亿 | 54.1万股 | $3.23亿 | 99.9万股 | -45.8万股-45.88% | 减仓 |
 迈威尔MRVL |
| 0.57% | 0.33% | $1.78亿 | 59.9万股 | $9,693.2万 | 97.9万股 | -37.9万股-38.77% | 减仓 |
 赛富时CRM |
| 0.57% | 0.3% | $1.78亿 | 113.9万股 | $8,786.3万 | 47.1万股 | +66.8万股+141.96% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.56% | 0.52% | $1.76亿 | 23.6万股 | $1.50亿 | 23.1万股 | +5,336股+2.31% | 加仓 |
 汽车地带AZO |
| 0.56% | 1.17% | $1.75亿 | 5.5万股 | $3.40亿 | 10.1万股 | -4.6万股-45.40% | 减仓 |
 财捷INTU |
| 0.55% | 1.28% | $1.74亿 | 66.8万股 | $3.73亿 | 86.3万股 | -19.4万股-22.51% | 减仓 |
 艺康ECL |
| 0.55% | 0.81% | $1.74亿 | 62.3万股 | $2.34亿 | 88.0万股 | -25.8万股-29.25% | 减仓 |
| AALLEGION ORD SHSCBRE |
| 0.55% | 0.56% | $1.73亿 | 123.0万股 | $1.64亿 | 112.7万股 | +10.3万股+9.15% | 加仓 |
