 科磊KLAC |
| 4.17% | 2.47% | $2,360.2万 | 7.8万股 | $1,204.1万 | 8,178股 | +7.0万股+856.54% | 加仓 |
 台积电TSM |
| 3.52% | 2.86% | $1,994.2万 | 4.2万股 | $1,397.6万 | 4.1万股 | +403股+0.97% | 加仓 |
 瑞银UBS |
| 2.42% | 2.33% | $1,370.9万 | 27.7万股 | $1,135.2万 | 29.1万股 | -1.4万股-4.79% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.38% | 2.32% | $1,346.3万 | 3.8万股 | $1,134.1万 | 4.0万股 | -1,430股-3.62% | 减仓 |
 思科CSCO |
| 2.35% | 1.84% | $1,330.2万 | 11.3万股 | $898.9万 | 11.6万股 | -2,604股-2.25% | 减仓 |
 摩根大通JPM |
| 2.24% | 2.35% | $1,267.0万 | 3.9万股 | $1,145.3万 | 3.9万股 | -228股-0.59% | 减仓 |
 高盛GS |
| 2.15% | 2.13% | $1,217.8万 | 1.2万股 | $1,041.4万 | 1.2万股 | -269股-2.19% | 减仓 |
 HOWMET AEROSPACE COMHWM |
| 2.13% | 2.16% | $1,208.1万 | 4.5万股 | $1,054.7万 | 4.6万股 | -831股-1.82% | 减仓 |
 雷神技术RTX |
| 2.02% | 2.39% | $1,143.2万 | 6.0万股 | $1,164.2万 | 6.0万股 | -98股-0.16% | 减仓 |
 阿斯麦ASML |
| 1.97% | <0.01% | $1,116.9万 | 5,614股 | $1.2万 | 9股 | +5,605股+62,277.78% | 加仓 |
 安费诺APH |
| 1.97% | 0.22% | $1,116.2万 | 6.3万股 | $105.6万 | 8,357股 | +5.5万股+657.51% | 加仓 |
| AAPA公司APA |
| 1.96% | 3.01% | $1,107.9万 | 34.0万股 | $1,470.6万 | 34.7万股 | -6,368股-1.84% | 减仓 |
 苹果AAPL |
| 1.94% | 2% | $1,099.0万 | 3.8万股 | $975.1万 | 3.8万股 | -442股-1.15% | 减仓 |
 BARCLAYSBCS |
| 1.88% | 1.75% | $1,065.9万 | 39.7万股 | $854.2万 | 40.4万股 | -6,868股-1.70% | 减仓 |
 英伟达NVDA |
| 1.86% | 1.89% | $1,051.7万 | 5.3万股 | $921.8万 | 5.3万股 | -294股-0.56% | 减仓 |
 特斯拉TSLA |
| 1.83% | 1.88% | $1,034.3万 | 2.5万股 | $916.9万 | 2.5万股 | -73股-0.30% | 减仓 |
 GE航空GE |
| 1.82% | 1.62% | $1,030.9万 | 2.8万股 | $789.9万 | 2.8万股 | -253股-0.91% | 减仓 |
 TARGET COMTGT |
| 1.75% | 1.9% | $992.5万 | 7.6万股 | $926.1万 | 7.6万股 | -416股-0.54% | 减仓 |
 TEREX NEWTEX |
| 1.75% | 0.06% | $988.4万 | 13.7万股 | $28.4万 | 4,800股 | +13.2万股+2,744.48% | 加仓 |
 默沙东MRK |
| 1.74% | 1.91% | $984.9万 | 7.7万股 | $929.8万 | 7.7万股 | -655股-0.85% | 减仓 |
 US FOODSUSFD |
| 1.74% | 1.84% | $982.2万 | 9.6万股 | $900.3万 | 9.8万股 | -1,574股-1.61% | 减仓 |
 亚马逊AMZN |
| 1.73% | 1.78% | $979.2万 | 4.1万股 | $870.8万 | 4.2万股 | -727股-1.74% | 减仓 |
 博通AVGO |
| 1.71% | 1.64% | $966.5万 | 2.6万股 | $801.3万 | 2.6万股 | -303股-1.17% | 减仓 |
 EMCOREME |
| 1.7% | 0.24% | $964.5万 | 1.2万股 | $116.5万 | 1,578股 | +1.0万股+636.50% | 加仓 |
 渤健BIIB |
| 1.69% | 1.68% | $957.8万 | 4.4万股 | $819.1万 | 4.5万股 | -348股-0.78% | 减仓 |
| DDYCOM INDSDY |
| 1.6% | <0.01% | $904.5万 | 1.8万股 | $1.5万 | 45股 | +1.8万股+39,655.56% | 加仓 |
 AFLAC COMAFL |
| 1.59% | 1.76% | $900.2万 | 7.7万股 | $856.8万 | 7.8万股 | -1,317股-1.69% | 减仓 |
 罗克韦尔自动化ROK |
| 1.59% | 0.01% | $898.7万 | 1.8万股 | $6.9万 | 192股 | +1.8万股+9,354.17% | 加仓 |
 福特F |
| 1.55% | 1.37% | $880.1万 | 63.3万股 | $670.5万 | 58.1万股 | +5.2万股+8.97% | 加仓 |
 LabcorpECL |
| 1.52% | 1.7% | $862.5万 | 3.1万股 | $831.9万 | 3.1万股 | -377股-1.21% | 减仓 |
 沃尔玛WMT |
| 1.45% | 1.86% | $823.2万 | 7.3万股 | $909.1万 | 7.3万股 | -465股-0.64% | 减仓 |
 德文能源DVN |
| 1.42% | 2.02% | $801.5万 | 19.4万股 | $986.3万 | 19.6万股 | -2,036股-1.04% | 减仓 |
 OTTER TAILOTTR |
| 1.37% | — | $777.8万 | 8.6万股 | $0 | 0股 | +8.6万股 | 新买入 |
 XCEL ENERGY COMXEL |
| 1.33% | 1.54% | $753.4万 | 9.4万股 | $750.8万 | 9.5万股 | -692股-0.73% | 减仓 |
 卡梅科CCJ |
| 1.29% | 0.07% | $731.2万 | 7.2万股 | $33.5万 | 3,082股 | +6.9万股+2,229.27% | 加仓 |
 辉瑞PFE |
| 1.27% | 1.73% | $720.7万 | 29.9万股 | $846.3万 | 30.1万股 | -2,112股-0.70% | 减仓 |
 雪佛龙CVX |
| 1.17% | 1.72% | $663.9万 | 4.0万股 | $841.0万 | 4.1万股 | -595股-1.46% | 减仓 |
 再生元REGN |
| 1.12% | — | $632.7万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| SSPDR行业精选信托XLK |
| 0.98% | 0.39% | $556.9万 | 2.9万股 | $189.8万 | 1.4万股 | +1.5万股+104.73% | 加仓 |
 微软MSFT |
| 0.91% | 1.09% | $517.5万 | 1.4万股 | $532.0万 | 1.4万股 | -499股-3.47% | 减仓 |
 礼来LLY |
| 0.63% | 0.57% | $354.4万 | 2,955股 | $276.9万 | 3,011股 | -56股-1.86% | 减仓 |
| IiShares安硕信托EEM |
| 0.46% | 0.29% | $259.0万 | 3.8万股 | $141.5万 | 2.5万股 | +1.3万股+51.93% | 加仓 |
 WELLTOWER COMWELL |
| 0.45% | 0.45% | $255.6万 | 1.1万股 | $217.8万 | 1.1万股 | +246股+2.23% | 加仓 |
 泛林集团LRCX |
| 0.4% | 0.22% | $226.9万 | 5,237股 | $109.5万 | 5,125股 | +112股+2.19% | 加仓 |
| TTERADYNETER |
| 0.4% | 0.28% | $225.5万 | 4,661股 | $136.9万 | 4,617股 | +44股+0.95% | 加仓 |
 慧与HPEHPE |
| 0.35% | 0.22% | $200.1万 | 4.4万股 | $107.4万 | 4.5万股 | -741股-1.64% | 减仓 |
 AMD超威AMD |
| 0.35% | 0.22% | $198.1万 | 3,410股 | $109.3万 | 5,374股 | -1,964股-36.55% | 减仓 |
 英特尔INTC |
| 0.35% | 0.19% | $196.3万 | 1.4万股 | $92.9万 | 2.1万股 | -7,002股-33.25% | 减仓 |
 应用材料AMAT |
| 0.34% | 0.18% | $192.6万 | 2,664股 | $88.8万 | 2,599股 | +65股+2.50% | 加仓 |
 康宁GLW |
| 0.34% | 0.22% | $190.3万 | 7,450股 | $105.1万 | 7,733股 | -283股-3.66% | 减仓 |
