 英伟达NVDA |
| 6.36% | 6.09% | $17.69亿 | 884.3万股 | $14.48亿 | 830.2万股 | +54.1万股+6.51% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 5.03% | 4.14% | $13.99亿 | 395.8万股 | $9.86亿 | 343.7万股 | +52.1万股+15.16% | 加仓 |
 苹果AAPL |
| 3.79% | 4.85% | $10.53亿 | 364.0万股 | $11.54亿 | 454.8万股 | -90.9万股-19.98% | 减仓 |
 美光科技MU |
| 2.72% | 0.78% | $7.57亿 | 65.6万股 | $1.85亿 | 54.8万股 | +10.7万股+19.54% | 加仓 |
 微软MSFT |
| 2.33% | 2.52% | $6.48亿 | 173.8万股 | $5.99亿 | 161.7万股 | +12.1万股+7.47% | 加仓 |
 科磊KLAC |
| 1.87% | 0.06% | $5.21亿 | 172.7万股 | $1,331.6万 | 9,044股 | +171.8万股+18,998.96% | 加仓 |
 BOOKING COMBKNG |
| 1.42% | 1.45% | $3.96亿 | 222.0万股 | $3.45亿 | 8.2万股 | +213.8万股+2,606.24% | 加仓 |
 飞塔FTNT |
| 1.42% | 1.05% | $3.94亿 | 256.5万股 | $2.49亿 | 305.2万股 | -48.8万股-15.98% | 减仓 |
 亚马逊AMZN |
| 1.39% | 1.17% | $3.86亿 | 162.0万股 | $2.78亿 | 133.7万股 | +28.3万股+21.18% | 加仓 |
 CrowdStrikeCRWD |
| 1.32% | 0.14% | $3.68亿 | 48.2万股 | $3,383.4万 | 8.7万股 | +39.5万股+456.32% | 加仓 |
| B纽约梅隆银行BK |
| 1.14% | 0.99% | $3.16亿 | 218.3万股 | $2.37亿 | 199.5万股 | +18.8万股+9.41% | 加仓 |
 TARGET COMTGT |
| 1.07% | 1.2% | $2.96亿 | 226.8万股 | $2.86亿 | 235.8万股 | -9.0万股-3.82% | 减仓 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 1.06% | 1.11% | $2.96亿 | 339.9万股 | $2.64亿 | 393.1万股 | -53.2万股-13.52% | 减仓 |
| CCOMFORT SYS USAFIX |
| 1.03% | 0.56% | $2.87亿 | 14.5万股 | $1.33亿 | 9.6万股 | +4.9万股+50.51% | 加仓 |
 通用汽车GM |
| 0.97% | 1.07% | $2.69亿 | 349.4万股 | $2.54亿 | 341.1万股 | +8.3万股+2.44% | 加仓 |
| SSANDISK COMSNDK |
| 0.95% | 0.02% | $2.65亿 | 11.7万股 | $513.8万 | 8,087股 | +10.9万股+1,342.60% | 加仓 |
 爱德华生命科学EW |
| 0.9% | 0.99% | $2.51亿 | 277.2万股 | $2.35亿 | 293.3万股 | -16.1万股-5.47% | 减仓 |
 VALERO ENERGY COMVLO |
| 0.86% | 0.84% | $2.38亿 | 91.4万股 | $2.00亿 | 80.8万股 | +10.6万股+13.09% | 加仓 |
 EMCOREME |
| 0.85% | 0.95% | $2.36亿 | 28.4万股 | $2.26亿 | 30.6万股 | -2.2万股-7.18% | 减仓 |
 威瑞信VRSN |
| 0.83% | 0.96% | $2.32亿 | 92.1万股 | $2.28亿 | 92.0万股 | +1,501股+0.16% | 加仓 |
 泛林集团LRCX |
| 0.83% | 0.43% | $2.31亿 | 53.3万股 | $1.02亿 | 47.8万股 | +5.5万股+11.48% | 加仓 |
 博通AVGO |
| 0.82% | 0.64% | $2.29亿 | 60.6万股 | $1.52亿 | 49.1万股 | +11.4万股+23.26% | 加仓 |
 CENTENE DEL COMCNC |
| 0.79% | 0.43% | $2.19亿 | 341.6万股 | $1.03亿 | 315.7万股 | +25.9万股+8.20% | 加仓 |
 SOUTHWEST AIRLS COMLUV |
| 0.77% | 0.41% | $2.13亿 | 414.1万股 | $9,820.4万 | 261.4万股 | +152.7万股+58.41% | 加仓 |
 新思科技SNPS |
| 0.72% | 0.3% | $2.00亿 | 44.8万股 | $7,189.4万 | 18.1万股 | +26.7万股+147.11% | 加仓 |
 ALLY FINLALLY |
| 0.69% | 0.69% | $1.92亿 | 418.2万股 | $1.64亿 | 419.3万股 | -1.1万股-0.26% | 减仓 |
| C花旗集团C |
| 0.67% | 0.67% | $1.85亿 | 132.2万股 | $1.59亿 | 140.0万股 | -7.8万股-5.59% | 减仓 |
 WEST PHARMACEUTICAL SVSCWST |
| 0.66% | 0.74% | $1.82亿 | 50.8万股 | $1.77亿 | 70.5万股 | -19.8万股-28.01% | 减仓 |
 MCKESSON COMMCK |
| 0.65% | 0.96% | $1.81亿 | 23.9万股 | $2.29亿 | 26.5万股 | -2.6万股-9.82% | 减仓 |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 0.65% | 0.74% | $1.80亿 | 106.9万股 | $1.77亿 | 103.1万股 | +3.8万股+3.65% | 加仓 |
| AAMERICAN AIRLINESAAL |
| 0.63% | — | $1.75亿 | 969.6万股 | $0 | 0股 | +969.6万股 | 新买入 |
 LAS VEGAS SANDS COMLVS |
| 0.63% | 0.62% | $1.75亿 | 378.7万股 | $1.47亿 | 272.1万股 | +106.6万股+39.17% | 加仓 |
| EEBAY COMEBAY |
| 0.62% | 0.38% | $1.73亿 | 154.4万股 | $8,965.3万 | 98.5万股 | +55.9万股+56.78% | 加仓 |
 ARCHER DANIELS MIDLAND COMADM |
| 0.59% | 0.71% | $1.64亿 | 214.9万股 | $1.69亿 | 232.2万股 | -17.3万股-7.45% | 减仓 |
 SYSCO COMSYY |
| 0.58% | — | $1.62亿 | 193.8万股 | $0 | 0股 | +193.8万股 | 新买入 |
 再生元REGN |
| 0.58% | 0.7% | $1.60亿 | 25.7万股 | $1.65亿 | 21.4万股 | +4.2万股+19.77% | 加仓 |
 Phillips 66PSX |
| 0.57% | 0.79% | $1.60亿 | 94.5万股 | $1.88亿 | 103.0万股 | -8.5万股-8.21% | 减仓 |
 北方信托NTRS |
| 0.57% | 0.2% | $1.58亿 | 91.0万股 | $4,694.1万 | 33.6万股 | +57.4万股+170.54% | 加仓 |
 LANDSTAR SYSLSTR |
| 0.55% | 0.5% | $1.54亿 | 74.2万股 | $1.19亿 | 74.5万股 | -2,738股-0.37% | 减仓 |
| SSTONEXSNEX |
| 0.55% | 0.12% | $1.54亿 | 129.6万股 | $2,778.9万 | 34.5万股 | +95.1万股+276.02% | 加仓 |
 德州仪器TXN |
| 0.54% | 0.7% | $1.50亿 | 50.5万股 | $1.66亿 | 85.7万股 | -35.2万股-41.09% | 减仓 |
| DDeckersSGVT |
| 0.54% | 0.63% | $1.49亿 | 150.4万股 | $1.51亿 | 150.4万股 | -818股-0.05% | 减仓 |
 MAPLEBEAR COMCART |
| 0.54% | 0.41% | $1.49亿 | 314.5万股 | $9,857.4万 | 263.1万股 | +51.4万股+19.53% | 加仓 |
| AARGANAGX |
| 0.53% | 0.55% | $1.49亿 | 18.6万股 | $1.30亿 | 23.9万股 | -5.3万股-22.00% | 减仓 |
 NubankNU |
| 0.52% | 0.68% | $1.45亿 | 1,082.0万股 | $1.61亿 | 1,123.4万股 | -41.5万股-3.69% | 减仓 |
 ADOBE COMADBE |
| 0.5% | 0.83% | $1.40亿 | 68.4万股 | $1.96亿 | 80.8万股 | -12.4万股-15.32% | 减仓 |
 Varonis Systems,VRNS |
| 0.5% | 0.23% | $1.40亿 | 333.2万股 | $5,543.9万 | 258.2万股 | +74.9万股+29.03% | 加仓 |
 Meta平台META |
| 0.49% | 0.98% | $1.36亿 | 24.1万股 | $2.34亿 | 40.8万股 | -16.8万股-41.05% | 减仓 |
 好市多COST |
| 0.49% | 0.36% | $1.36亿 | 14.5万股 | $8,445.9万 | 8.5万股 | +6.0万股+70.91% | 加仓 |
 POPULARBPOP |
| 0.48% | 0.46% | $1.32亿 | 80.7万股 | $1.09亿 | 81.6万股 | -8,970股-1.10% | 减仓 |
