 美光科技MU |
| 6.55% | 3.55% | $1,291.8万 | 1.1万股 | $567.2万 | 1.7万股 | -5,598股-33.34% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 4.44% | 0.65% | $875.6万 | 2.0万股 | $103.5万 | 6,308股 | +1.4万股+221.72% | 加仓 |
 苹果AAPL |
| 3.16% | 3.58% | $622.6万 | 2.2万股 | $572.0万 | 2.3万股 | -1,023股-4.54% | 减仓 |
 谷歌AGOOGL |
| 2.73% | 2.65% | $537.6万 | 1.5万股 | $423.5万 | 1.5万股 | +313股+2.13% | 加仓 |
 捷普JBL |
| 2.64% | 2.49% | $520.9万 | 1.4万股 | $397.3万 | 1.5万股 | -1,446股-9.67% | 减仓 |
 希捷STX |
| 2.64% | 2.18% | $520.4万 | 5,393股 | $348.5万 | 8,895股 | -3,502股-39.37% | 减仓 |
 摩根大通JPM |
| 2.26% | 2.61% | $445.9万 | 1.4万股 | $417.6万 | 1.4万股 | -575股-4.05% | 减仓 |
 微软MSFT |
| 1.72% | 2.19% | $338.3万 | 9,070股 | $349.5万 | 9,441股 | -371股-3.93% | 减仓 |
| BBANK OF AMERBAC |
| 1.7% | 1.79% | $335.2万 | 5.9万股 | $285.9万 | 5.9万股 | +186股+0.32% | 加仓 |
 VALERO ENERGY COMVLO |
| 1.67% | 1.85% | $329.6万 | 1.3万股 | $296.5万 | 1.2万股 | +656股+5.47% | 加仓 |
 埃克森美孚XOM |
| 1.67% | 2.55% | $329.4万 | 2.4万股 | $408.0万 | 2.4万股 | +43股+0.18% | 加仓 |
 TapestryTPR |
| 1.62% | 2.09% | $319.6万 | 2.2万股 | $334.1万 | 2.4万股 | -1,846股-7.80% | 减仓 |
 博通AVGO |
| 1.62% | 1.68% | $318.4万 | 8,430股 | $268.3万 | 8,669股 | -239股-2.76% | 减仓 |
 英伟达NVDA |
| 1.6% | 1.67% | $315.8万 | 1.6万股 | $266.4万 | 1.5万股 | +509股+3.33% | 加仓 |
 惠普HPQ |
| 1.54% | 0.85% | $302.9万 | 13.8万股 | $136.4万 | 7.1万股 | +6.7万股+94.49% | 加仓 |
 UNITED RENTALSURI |
| 1.53% | 1.33% | $301.6万 | 2,662股 | $212.3万 | 2,914股 | -252股-8.65% | 减仓 |
 威瑞森VZ |
| 1.48% | 1.74% | $292.6万 | 6.9万股 | $277.9万 | 5.5万股 | +1.4万股+24.83% | 加仓 |
 达美航空DAL |
| 1.39% | 1.22% | $274.5万 | 2.9万股 | $195.4万 | 2.9万股 | -87股-0.30% | 减仓 |
 CVS健康CVS |
| 1.39% | 1.07% | $273.4万 | 2.6万股 | $170.8万 | 2.4万股 | +2,646股+11.13% | 加仓 |
 TARGET COMTGT |
| 1.37% | 0.93% | $270.7万 | 2.1万股 | $149.1万 | 1.2万股 | +8,422股+68.44% | 加仓 |
 亚马逊AMZN |
| 1.26% | 1.35% | $249.0万 | 1.0万股 | $216.3万 | 1.0万股 | +62股+0.60% | 加仓 |
 卡特彼勒CAT |
| 1.19% | 1.13% | $234.7万 | 2,204股 | $180.2万 | 2,544股 | -340股-13.36% | 减仓 |
 ALTRIAMO |
| 1.19% | 1.26% | $234.2万 | 3.3万股 | $201.2万 | 3.0万股 | +2,066股+6.78% | 加仓 |
 艾伯维ABBV |
| 1.14% | 1.22% | $223.9万 | 8,898股 | $194.3万 | 8,935股 | -37股-0.41% | 减仓 |
| IIBMIBM |
| 1.13% | 1.21% | $221.9万 | 7,892股 | $193.5万 | 7,984股 | -92股-1.15% | 减仓 |
| O宏盟集团OMC |
| 1.09% | 0.17% | $214.9万 | 3.0万股 | $27.5万 | 3,654股 | +2.6万股+707.64% | 加仓 |
 强生JNJ |
| 1.09% | 1.17% | $214.9万 | 8,462股 | $186.3万 | 7,623股 | +839股+11.01% | 加仓 |
 思科CSCO |
| 1.06% | 0.94% | $209.3万 | 1.8万股 | $150.6万 | 1.9万股 | -1,593股-8.21% | 减仓 |
| BBEST BUYBBY |
| 1.06% | 1.09% | $208.2万 | 2.7万股 | $174.8万 | 2.7万股 | +206股+0.76% | 加仓 |
 泛林集团LRCX |
| 1.04% | 0.67% | $204.3万 | 4,714股 | $106.4万 | 4,982股 | -268股-5.38% | 减仓 |
 福特F |
| 1.03% | 1% | $203.5万 | 14.6万股 | $159.4万 | 13.8万股 | +8,336股+6.04% | 加仓 |
| AAT&TT |
| 1.02% | 1.12% | $201.0万 | 9.7万股 | $178.7万 | 6.2万股 | +3.5万股+57.50% | 加仓 |
| C花旗集团C |
| 1.01% | 0.5% | $198.9万 | 1.4万股 | $80.4万 | 7,093股 | +7,116股+100.32% | 加仓 |
 SIMON PPTY NEW COMSPG |
| 0.99% | 0.97% | $195.0万 | 8,719股 | $154.6万 | 8,288股 | +431股+5.20% | 加仓 |
 辉瑞PFE |
| 0.97% | 1.11% | $191.9万 | 8.0万股 | $177.8万 | 6.3万股 | +1.6万股+25.87% | 加仓 |
 纽蒙特NEM |
| 0.97% | 1.5% | $190.9万 | 2.0万股 | $239.7万 | 2.2万股 | -1,707股-7.71% | 减仓 |
 Meta平台META |
| 0.96% | 1.18% | $188.8万 | 3,352股 | $188.0万 | 3,286股 | +66股+2.01% | 加仓 |
 摩根士丹利MS |
| 0.95% | 1% | $186.8万 | 8,935股 | $159.7万 | 9,706股 | -771股-7.94% | 减仓 |
 高盛GS |
| 0.94% | 1.15% | $185.5万 | 1,834股 | $183.7万 | 2,172股 | -338股-15.56% | 减仓 |
 雷神技术RTX |
| 0.94% | 1.69% | $185.0万 | 9,753股 | $269.7万 | 1.4万股 | -4,228股-30.24% | 减仓 |
 百时美施贵宝BMY |
| 0.89% | 0.52% | $176.1万 | 3.1万股 | $83.3万 | 1.4万股 | +1.7万股+122.56% | 加仓 |
 道富·CORP COMSTT |
| 0.87% | 0.31% | $171.0万 | 1.0万股 | $50.2万 | 3,965股 | +6,118股+154.30% | 加仓 |
| AAPPLOVINAPP |
| 0.85% | 0.46% | $168.5万 | 3,270股 | $74.3万 | 1,866股 | +1,404股+75.24% | 加仓 |
| CCIGNALIBD |
| 0.84% | 0.83% | $166.1万 | 6,024股 | $132.7万 | 4,973股 | +1,051股+21.13% | 加仓 |
 AMGEN COMAMGN |
| 0.79% | 0.89% | $156.7万 | 4,328股 | $141.7万 | 4,026股 | +302股+7.50% | 加仓 |
 达登饭店DRI |
| 0.74% | 0.88% | $146.7万 | 7,120股 | $140.0万 | 7,139股 | -19股-0.27% | 减仓 |
| EEBAY COMEBAY |
| 0.73% | 0.62% | $144.4万 | 1.3万股 | $99.1万 | 1.1万股 | +2,035股+18.69% | 加仓 |
| E爱克斯龙EXC |
| 0.71% | 0.86% | $141.0万 | 3.0万股 | $138.1万 | 2.8万股 | +2,055股+7.29% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.69% | 0.82% | $136.3万 | 1.6万股 | $131.6万 | 1.7万股 | -32股-0.19% | 减仓 |
 CENTENE DEL COMCNC |
| 0.66% | 0.23% | $130.6万 | 2.0万股 | $36.5万 | 1.1万股 | +9,199股+82.48% | 加仓 |
