 英伟达NVDA |
| 8.44% | 8.85% | $1.67亿 | 95.9万股 | $1.88亿 | 100.7万股 | -4.8万股-4.77% | 减仓 |
 苹果AAPL |
| 5.95% | 6.07% | $1.18亿 | 46.5万股 | $1.29亿 | 47.3万股 | -8,429股-1.78% | 减仓 |
 ANALOG DEVICES COMADI |
| 3.94% | 3.26% | $7,802.4万 | 24.5万股 | $6,916.8万 | 25.5万股 | -9,793股-3.84% | 减仓 |
 微软MSFT |
| 3.74% | 4.41% | $7,405.2万 | 20.0万股 | $9,351.8万 | 19.3万股 | +6,678股+3.45% | 加仓 |
 罗克韦尔自动化ROK |
| 3.57% | 3.63% | $7,079.5万 | 19.7万股 | $7,698.4万 | 19.8万股 | -599股-0.30% | 减仓 |
 万事达MA |
| 3.5% | 3.71% | $6,936.4万 | 13.9万股 | $7,863.6万 | 13.8万股 | +1,076股+0.78% | 加仓 |
 谷歌AGOOGL |
| 3.48% | 6.06% | $6,899.3万 | 24.0万股 | $1.29亿 | 41.0万股 | -17.0万股-41.50% | 减仓 |
 安费诺APH |
| 3.25% | 3.36% | $6,439.4万 | 51.0万股 | $7,135.6万 | 52.8万股 | -1.8万股-3.48% | 减仓 |
 HSBC SPON ADR NEWHSBC |
| 2.53% | 2.15% | $5,023.5万 | 58.6万股 | $4,551.1万 | 57.7万股 | +8,991股+1.56% | 加仓 |
 CARRIER GLOBALCARR |
| 2.53% | 2.2% | $5,018.1万 | 89.1万股 | $4,671.9万 | 88.4万股 | +6,991股+0.79% | 加仓 |
 TJXTJX |
| 2.4% | 2.21% | $4,749.7万 | 29.7万股 | $4,680.3万 | 30.5万股 | -7,270股-2.39% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.28% | — | $4,511.6万 | 15.7万股 | $0 | 0股 | +15.7万股 | 新买入 |
 雅培ABT |
| 2.18% | 2.48% | $4,329.2万 | 42.2万股 | $5,260.4万 | 42.0万股 | +1,802股+0.43% | 加仓 |
 T-MOBILE US COMTMUS |
| 2.18% | 1.99% | $4,314.0万 | 20.5万股 | $4,214.5万 | 20.8万股 | -2,171股-1.05% | 减仓 |
 赛莱默XYL |
| 2.09% | 2.23% | $4,149.6万 | 34.7万股 | $4,720.8万 | 34.7万股 | +589股+0.17% | 加仓 |
 史赛克SYK |
| 2.09% | 2.07% | $4,136.0万 | 12.6万股 | $4,387.2万 | 12.5万股 | +1,046股+0.84% | 加仓 |
 DANAHER DEL COMDHR |
| 2.02% | 2.29% | $4,006.4万 | 21.1万股 | $4,851.4万 | 21.2万股 | -618股-0.29% | 减仓 |
 APTARGROUPATR |
| 2% | 1.77% | $3,959.7万 | 31.4万股 | $3,760.0万 | 30.8万股 | +5,920股+1.92% | 加仓 |
| IIBMIBM |
| 1.76% | 1.95% | $3,478.9万 | 14.4万股 | $4,142.1万 | 14.0万股 | +3,691股+2.64% | 加仓 |
 亚马逊AMZN |
| 1.74% | 1.79% | $3,456.3万 | 16.6万股 | $3,801.7万 | 16.5万股 | +1,246股+0.76% | 加仓 |
 皇冠控股CCK |
| 1.74% | 1.57% | $3,453.4万 | 34.4万股 | $3,332.2万 | 32.4万股 | +2.1万股+6.45% | 加仓 |
 应用材料AMAT |
| 1.69% | 1.07% | $3,346.6万 | 9.8万股 | $2,264.7万 | 8.8万股 | +9,789股+11.11% | 加仓 |
 博通AVGO |
| 1.58% | 1.43% | $3,134.5万 | 10.1万股 | $3,037.0万 | 8.8万股 | +1.4万股+15.41% | 加仓 |
 家得宝HD |
| 1.52% | 1.45% | $3,021.7万 | 9.2万股 | $3,066.0万 | 8.9万股 | +2,774股+3.11% | 加仓 |
 CloudflareNET |
| 1.51% | 1.38% | $3,000.4万 | 14.5万股 | $2,935.7万 | 14.9万股 | -3,497股-2.35% | 减仓 |
 VERALTO COM SHSVLTO |
| 1.47% | 1.52% | $2,920.8万 | 33.0万股 | $3,217.0万 | 32.2万股 | +7,916股+2.46% | 加仓 |
 NEW YORK TIMES MTN BENYT |
| 1.33% | 1.08% | $2,632.3万 | 31.4万股 | $2,282.2万 | 32.9万股 | -1.4万股-4.37% | 减仓 |
 WASTE MGMT DELWM |
| 1.25% | 1.15% | $2,477.9万 | 10.8万股 | $2,449.3万 | 11.1万股 | -3,643股-3.27% | 减仓 |
 福泰制药VRTX |
| 1.23% | 1.15% | $2,441.0万 | 5.5万股 | $2,443.8万 | 5.4万股 | +759股+1.41% | 加仓 |
 ALCON ORD SHSALC |
| 1.13% | 1.15% | $2,233.5万 | 29.6万股 | $2,441.8万 | 31.0万股 | -1.3万股-4.33% | 减仓 |
 优步UBER |
| 0.99% | 0.95% | $1,953.4万 | 27.2万股 | $2,019.0万 | 24.7万股 | +2.4万股+9.90% | 加仓 |
 宝洁PG |
| 0.95% | 0.93% | $1,890.6万 | 13.1万股 | $1,962.9万 | 13.7万股 | -6,075股-4.44% | 减仓 |
 特斯拉TSLA |
| 0.95% | 1.1% | $1,881.6万 | 5.1万股 | $2,337.8万 | 5.2万股 | -1,369股-2.63% | 减仓 |
 AIRBNB COM CL AABNB |
| 0.94% | 0.89% | $1,865.8万 | 14.8万股 | $1,884.9万 | 13.9万股 | +8,867股+6.38% | 加仓 |
 强生JNJ |
| 0.94% | 0.74% | $1,858.1万 | 7.6万股 | $1,576.8万 | 7.6万股 | -181股-0.24% | 减仓 |
| UUNILEVER SPON ADR NEWUL |
| 0.87% | 0.89% | $1,732.2万 | 30.4万股 | $1,886.1万 | 28.8万股 | +1.6万股+5.43% | 加仓 |
 VertivVRT |
| 0.87% | 0.54% | $1,728.3万 | 6.9万股 | $1,142.1万 | 7.0万股 | -1,525股-2.16% | 减仓 |
 Arm控股ARM |
| 0.87% | 0.59% | $1,726.1万 | 11.4万股 | $1,250.5万 | 11.4万股 | -303股-0.26% | 减仓 |
| NNextPowerNXT |
| 0.84% | 0.53% | $1,655.8万 | 13.7万股 | $1,131.3万 | 13.0万股 | +7,483股+5.76% | 加仓 |
 EAST WEST BANCORPEWBC |
| 0.83% | 0.62% | $1,648.7万 | 15.6万股 | $1,310.9万 | 11.7万股 | +3.9万股+32.89% | 加仓 |
 ROCKET COS COM CL ARKT |
| 0.82% | 0.91% | $1,626.0万 | 114.1万股 | $1,926.9万 | 99.5万股 | +14.6万股+14.65% | 加仓 |
 MCCORMICK & COM NON VTGMKC |
| 0.79% | 1.19% | $1,560.3万 | 30.9万股 | $2,534.2万 | 37.2万股 | -6.3万股-16.86% | 减仓 |
 阿斯麦ASML |
| 0.76% | 0.58% | $1,511.6万 | 1.1万股 | $1,231.1万 | 1.2万股 | -62股-0.54% | 减仓 |
 ADPADP |
| 0.72% | 1% | $1,435.9万 | 7.1万股 | $2,121.9万 | 8.2万股 | -1.2万股-14.33% | 减仓 |
 赛富时CRM |
| 0.66% | 1.24% | $1,304.2万 | 7.0万股 | $2,622.4万 | 9.9万股 | -2.9万股-29.42% | 减仓 |
 诺华NVS |
| 0.57% | 0.51% | $1,121.1万 | 7.3万股 | $1,074.7万 | 7.8万股 | -4,562股-5.85% | 减仓 |
 INTERFACETILE |
| 0.55% | 0.53% | $1,095.7万 | 44.0万股 | $1,133.1万 | 40.6万股 | +3.4万股+8.33% | 加仓 |
 SOFI TECHNOLOGIES COMSOFI |
| 0.55% | 0.67% | $1,082.7万 | 68.2万股 | $1,418.6万 | 54.2万股 | +14.0万股+25.82% | 加仓 |
 好市多COST |
| 0.53% | 0.43% | $1,050.1万 | 1.1万股 | $913.4万 | 1.1万股 | -53股-0.50% | 减仓 |
 RELX SPONSORED ADRRELX |
| 0.41% | 0.99% | $816.5万 | 24.6万股 | $2,091.9万 | 51.8万股 | -27.1万股-52.41% | 减仓 |
