 台积电TSM |
| 5.51% | 4.34% | $1,228.3万 | 2.6万股 | $868.0万 | 2.6万股 | +35股+0.14% | 加仓 |
 博通AVGO |
| 4.78% | 4.41% | $1,066.9万 | 2.8万股 | $882.6万 | 2.9万股 | -274股-0.96% | 减仓 |
 应用材料AMAT |
| 4.55% | 3.03% | $1,014.9万 | 1.4万股 | $606.0万 | 1.8万股 | -3,691股-20.82% | 减仓 |
 科磊KLAC |
| 4.46% | 3.04% | $995.8万 | 3.3万股 | $608.7万 | 4,134股 | +2.9万股+698.38% | 加仓 |
 泛林集团LRCX |
| 3.98% | 2.78% | $888.6万 | 2.1万股 | $556.3万 | 2.6万股 | -5,531股-21.24% | 减仓 |
 安费诺APH |
| 3.95% | 3.3% | $881.3万 | 5.0万股 | $659.7万 | 5.2万股 | -2,231股-4.27% | 减仓 |
 AMD超威AMD |
| 3.69% | — | $824.1万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 谷歌AGOOGL |
| 3.22% | 2.95% | $718.3万 | 2.0万股 | $590.4万 | 2.1万股 | -429股-2.09% | 减仓 |
 亚马逊AMZN |
| 3.16% | 3.14% | $703.9万 | 3.0万股 | $628.2万 | 3.0万股 | -630股-2.09% | 减仓 |
 英伟达NVDA |
| 3.11% | 3.08% | $694.1万 | 3.5万股 | $617.2万 | 3.5万股 | -700股-1.98% | 减仓 |
 微软MSFT |
| 3.02% | 3.43% | $673.3万 | 1.8万股 | $687.3万 | 1.9万股 | -515股-2.77% | 减仓 |
 VisaV |
| 3.01% | 3.01% | $670.5万 | 2.0万股 | $603.2万 | 2.0万股 | -417股-2.09% | 减仓 |
 苹果AAPL |
| 2.93% | 2.92% | $652.9万 | 2.3万股 | $584.8万 | 2.3万股 | -481股-2.09% | 减仓 |
 AMETEK COMAME |
| 2.89% | 2.91% | $643.7万 | 2.7万股 | $582.5万 | 2.7万股 | -568股-2.09% | 减仓 |
 美敦力MDT |
| 2.82% | 3.31% | $629.2万 | 8.0万股 | $662.7万 | 7.6万股 | +3,950股+5.16% | 加仓 |
 万事达MA |
| 2.77% | 3.06% | $617.0万 | 1.2万股 | $613.1万 | 1.2万股 | -256股-2.09% | 减仓 |
| N纳斯达克NDAQ |
| 2.75% | — | $613.6万 | 7.8万股 | $0 | 0股 | +7.8万股 | 新买入 |
| T赛默飞世尔TMO |
| 2.72% | 3.03% | $605.9万 | 1.2万股 | $606.7万 | 1.2万股 | -258股-2.09% | 减仓 |
 Roper科技ROP |
| 2.7% | 3.21% | $602.0万 | 1.8万股 | $642.9万 | 1.8万股 | -379股-2.09% | 减仓 |
 DANAHER DEL COMDHR |
| 2.54% | 2.87% | $565.9万 | 3.0万股 | $575.3万 | 3.0万股 | -634股-2.09% | 减仓 |
 Meta平台META |
| 2.37% | 2.74% | $529.7万 | 9,404股 | $549.5万 | 9,604股 | -200股-2.08% | 减仓 |
 NETFLIXNFLX |
| 2.36% | 3.62% | $526.4万 | 7.4万股 | $724.0万 | 7.5万股 | -1,574股-2.09% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 2.31% | 3.07% | $516.3万 | 4.2万股 | $615.5万 | 3.9万股 | +2,805股+7.17% | 加仓 |
 赛富时CRM |
| 2.24% | 3.03% | $498.6万 | 3.2万股 | $606.8万 | 3.3万股 | -679股-2.09% | 减仓 |
 NetEase, Inc. ADRNTES |
| 1.39% | 1.17% | $310.8万 | 2.4万股 | $233.7万 | 2.1万股 | +3,378股+16.18% | 加仓 |
 伊顿ETN |
| 1.17% | 1.22% | $261.6万 | 6,140股 | $244.3万 | 6,829股 | -689股-10.09% | 减仓 |
 AFLAC COMAFL |
| 1.11% | 1.12% | $247.1万 | 2.1万股 | $224.4万 | 2.0万股 | +615股+3.01% | 加仓 |
 思科CSCO |
| 0.74% | 0.58% | $164.6万 | 1.4万股 | $117.0万 | 1.5万股 | -1,064股-7.06% | 减仓 |
 德州仪器TXN |
| 0.7% | 0.55% | $157.2万 | 5,275股 | $110.3万 | 5,682股 | -407股-7.16% | 减仓 |
| Q高通QCOM |
| 0.58% | 0.61% | $129.4万 | 7,000股 | $121.4万 | 9,427股 | -2,427股-25.75% | 减仓 |
 艾伯维ABBV |
| 0.57% | 0.59% | $127.0万 | 5,045股 | $118.0万 | 5,426股 | -381股-7.02% | 减仓 |
| B百度BIDU |
| 0.52% | 0.57% | $116.8万 | 1.0万股 | $113.9万 | 1.0万股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.52% | 0.58% | $115.8万 | 1.4万股 | $116.7万 | 1.5万股 | -1,093股-7.12% | 减仓 |
 强生JNJ |
| 0.51% | 0.59% | $114.1万 | 4,493股 | $118.3万 | 4,841股 | -348股-7.19% | 减仓 |
 PAYCHEX COMPAYX |
| 0.51% | 0.57% | $113.9万 | 1.2万股 | $114.6万 | 1.2万股 | -863股-6.94% | 减仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 0.5% | 0.56% | $111.5万 | 4,859股 | $112.4万 | 5,191股 | -332股-6.40% | 减仓 |
 恩智浦NXPI |
| 0.48% | 0.43% | $106.4万 | 3,786股 | $85.8万 | 4,360股 | -574股-13.17% | 减仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.47% | 0.57% | $105.6万 | 1.8万股 | $113.3万 | 2.0万股 | -1,400股-7.12% | 减仓 |
 SENSATA TECHNOLOGIES PLST |
| 0.47% | 0.44% | $103.7万 | 2.2万股 | $88.6万 | 2.5万股 | -3,416股-13.58% | 减仓 |
 艾默生电气EMR |
| 0.46% | 0.5% | $102.6万 | 7,168股 | $100.3万 | 7,656股 | -488股-6.37% | 减仓 |
 ILLINOIS TOOLITW |
| 0.45% | 0.52% | $100.6万 | 3,718股 | $104.2万 | 4,003股 | -285股-7.12% | 减仓 |
 宝洁PG |
| 0.44% | 0.52% | $98.0万 | 6,684股 | $103.9万 | 7,196股 | -512股-7.12% | 减仓 |
 贝莱德·INC COMBLK |
| 0.42% | 0.5% | $93.4万 | 971股 | $100.7万 | 1,047股 | -76股-7.26% | 减仓 |
 哈勃HUBB |
| 0.41% | 0.53% | $91.8万 | 1,755股 | $105.2万 | 2,144股 | -389股-18.14% | 减仓 |
 特灵科技TT |
| 0.4% | 0.46% | $90.2万 | 1,836股 | $92.8万 | 2,226股 | -390股-17.52% | 减仓 |
 百事可乐PEP |
| 0.4% | 0.55% | $89.6万 | 6,619股 | $110.7万 | 7,126股 | -507股-7.11% | 减仓 |
 OTIS WORLDWIDEOTIS |
| 0.38% | 0.49% | $85.6万 | 1.2万股 | $98.5万 | 1.3万股 | -820股-6.42% | 减仓 |
| N新纪元能源NEE |
| 0.38% | 0.55% | $85.4万 | 9,728股 | $110.3万 | 1.2万股 | -2,145股-18.07% | 减仓 |
 JD COM INCJD |
| 0.37% | 0.48% | $82.7万 | 3.2万股 | $95.9万 | 3.2万股 | 00.00% | 持仓不变 |
 芝加哥商品交易所CME |
| 0.34% | 0.55% | $76.4万 | 3,459股 | $109.1万 | 3,695股 | -236股-6.39% | 减仓 |
