 英伟达NVDA |
| 3.74% | 3.12% | $3,942.6万 | 19.7万股 | $1,904.8万 | 10.9万股 | +8.8万股+80.41% | 加仓 |
 泛林集团LRCX |
| 2.67% | 1.78% | $2,815.4万 | 6.5万股 | $1,087.5万 | 5.1万股 | +1.4万股+27.65% | 加仓 |
 谷歌AGOOGL |
| 1.99% | 1.92% | $2,101.4万 | 5.9万股 | $1,170.5万 | 4.1万股 | +1.8万股+44.46% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.96% | 1.87% | $2,066.8万 | 5.8万股 | $1,143.3万 | 4.0万股 | +1.9万股+46.76% | 加仓 |
 美光科技MU |
| 1.9% | 1.38% | $2,002.9万 | 1.7万股 | $844.1万 | 2.5万股 | -7,632股-30.55% | 减仓 |
 亚马逊AMZN |
| 1.87% | 1.79% | $1,973.3万 | 8.3万股 | $1,093.7万 | 5.3万股 | +3.0万股+57.67% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.68% | 1.21% | $1,770.7万 | 4.1万股 | $738.3万 | 4.5万股 | -3,943股-8.77% | 减仓 |
| SSANDISK COMSNDK |
| 1.53% | 0.99% | $1,619.1万 | 7,121股 | $605.8万 | 9,535股 | -2,414股-25.32% | 减仓 |
 思科CSCO |
| 1.48% | 0.98% | $1,557.9万 | 13.3万股 | $599.7万 | 7.7万股 | +5.5万股+71.61% | 加仓 |
 AMD超威AMD |
| 1.43% | 1.33% | $1,503.9万 | 2.6万股 | $811.8万 | 4.0万股 | -1.4万股-35.13% | 减仓 |
 博通AVGO |
| 1.23% | 2.19% | $1,296.3万 | 3.4万股 | $1,337.1万 | 4.3万股 | -8,886股-20.57% | 减仓 |
 ANALOG DEVICES COMADI |
| 1.2% | — | $1,266.1万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
| IIBMIBM |
| 1.05% | 1.07% | $1,102.9万 | 3.9万股 | $653.1万 | 2.7万股 | +1.2万股+45.54% | 加仓 |
| AAMKOR TECHNOLOGYAMKR |
| 1% | 0.46% | $1,058.2万 | 12.3万股 | $280.1万 | 6.2万股 | +6.1万股+97.27% | 加仓 |
 Meta平台META |
| 0.93% | 0.94% | $986.3万 | 1.8万股 | $573.1万 | 1.0万股 | +7,494股+74.82% | 加仓 |
 百时美施贵宝BMY |
| 0.93% | 1.35% | $980.7万 | 17.0万股 | $827.2万 | 13.6万股 | +3.4万股+24.79% | 加仓 |
 道富·CORP COMSTT |
| 0.92% | 0.87% | $972.5万 | 5.7万股 | $533.9万 | 4.2万股 | +1.5万股+35.93% | 加仓 |
 北方信托NTRS |
| 0.91% | 0.83% | $957.9万 | 5.5万股 | $504.5万 | 3.6万股 | +1.9万股+52.45% | 加仓 |
| BBANK OF AMERBAC |
| 0.87% | 0.88% | $918.0万 | 16.1万股 | $538.4万 | 11.0万股 | +5.1万股+45.87% | 加仓 |
| TTERADATA DELTDC |
| 0.87% | 0.7% | $913.0万 | 26.3万股 | $428.9万 | 16.7万股 | +9.6万股+57.45% | 加仓 |
 飞塔FTNT |
| 0.86% | 0.75% | $907.4万 | 5.9万股 | $457.5万 | 5.6万股 | +3,089股+5.52% | 加仓 |
 VALERO ENERGY COMVLO |
| 0.86% | 1.15% | $903.7万 | 3.5万股 | $703.3万 | 2.8万股 | +6,235股+21.90% | 加仓 |
 沃尔玛WMT |
| 0.85% | 1.09% | $894.7万 | 7.9万股 | $668.6万 | 5.4万股 | +2.5万股+46.83% | 加仓 |
 默沙东MRK |
| 0.83% | 0.92% | $879.4万 | 6.8万股 | $563.0万 | 4.7万股 | +2.2万股+46.23% | 加仓 |
| B纽约梅隆银行BK |
| 0.82% | 0.83% | $863.4万 | 6.0万股 | $506.4万 | 4.3万股 | +1.7万股+39.86% | 加仓 |
 Arista网络ANET |
| 0.8% | — | $844.7万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 ADOBE COMADBE |
| 0.79% | — | $830.1万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 ROKU COM CL AROKU |
| 0.78% | 0.74% | $827.8万 | 6.0万股 | $453.1万 | 4.8万股 | +1.2万股+25.13% | 加仓 |
| FFLEXFLEX |
| 0.78% | 0.78% | $827.6万 | 5.1万股 | $475.7万 | 7.3万股 | -2.2万股-29.73% | 减仓 |
 马拉松石油MPC |
| 0.77% | 0.62% | $817.1万 | 3.2万股 | $376.5万 | 1.5万股 | +1.7万股+107.28% | 加仓 |
 CienaCIEN |
| 0.77% | 1.1% | $812.4万 | 1.7万股 | $669.7万 | 1.7万股 | -691股-4.01% | 减仓 |
 MACYS COMM |
| 0.77% | 0.34% | $809.5万 | 34.4万股 | $209.6万 | 11.6万股 | +22.8万股+196.61% | 加仓 |
 SPHERE ENTERTAINMENTSPHR |
| 0.76% | 0.63% | $797.5万 | 4.6万股 | $385.9万 | 3.3万股 | +1.3万股+40.24% | 加仓 |
 应用材料AMAT |
| 0.76% | 0.06% | $797.4万 | 1.1万股 | $37.2万 | 1,090股 | +9,940股+911.93% | 加仓 |
 威瑞信VRSN |
| 0.74% | 0.87% | $776.6万 | 3.1万股 | $533.0万 | 2.1万股 | +9,409股+43.84% | 加仓 |
| SSEMTECHSMTC |
| 0.73% | — | $768.2万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
 强生JNJ |
| 0.72% | 0.65% | $761.2万 | 3.0万股 | $398.5万 | 1.6万股 | +1.4万股+83.86% | 加仓 |
| AAPPLOVINAPP |
| 0.71% | 0.25% | $745.5万 | 1.4万股 | $153.7万 | 3,862股 | +1.1万股+274.68% | 加仓 |
 卡地纳健康CAH |
| 0.71% | 0.74% | $745.1万 | 3.1万股 | $451.6万 | 2.1万股 | +9,994股+46.76% | 加仓 |
 Phillips 66PSX |
| 0.7% | 1.02% | $734.6万 | 4.3万股 | $620.1万 | 3.4万股 | +9,415股+27.66% | 加仓 |
 ALTRIAMO |
| 0.68% | 0.78% | $718.6万 | 10.0万股 | $477.6万 | 7.2万股 | +2.8万股+38.00% | 加仓 |
 TARGET COMTGT |
| 0.68% | — | $717.2万 | 5.5万股 | $0 | 0股 | +5.5万股 | 新买入 |
 ARCHER DANIELS MIDLAND COMADM |
| 0.67% | 0.73% | $707.6万 | 9.3万股 | $446.5万 | 6.1万股 | +3.1万股+50.78% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 0.66% | 0.62% | $693.3万 | 2.8万股 | $376.3万 | 1.8万股 | +1.0万股+55.69% | 加仓 |
 BREAD FINANCIALBFH |
| 0.63% | 0.43% | $665.0万 | 6.1万股 | $262.2万 | 3.5万股 | +2.6万股+75.29% | 加仓 |
 埃克森美孚XOM |
| 0.62% | 1.3% | $659.2万 | 4.8万股 | $796.2万 | 4.7万股 | +1,285股+2.74% | 加仓 |
 西部数据WDC |
| 0.61% | 0.89% | $642.2万 | 1.0万股 | $545.7万 | 2.0万股 | -1.0万股-50.17% | 减仓 |
 因赛特INCY |
| 0.61% | 0.48% | $641.3万 | 5.7万股 | $292.0万 | 3.1万股 | +2.6万股+82.38% | 加仓 |
 苹果AAPL |
| 0.59% | 1.36% | $621.7万 | 2.1万股 | $833.2万 | 3.3万股 | -1.1万股-34.55% | 减仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 0.58% | 0.27% | $616.4万 | 1.8万股 | $164.1万 | 5,813股 | +1.2万股+202.89% | 加仓 |
