 CrowdStrikeCRWD |
| 8.52% | 5.05% | $1,996.8万 | 2.6万股 | $1,067.4万 | 2.7万股 | -1,176股-4.30% | 减仓 |
 GeneracGNRC |
| 6.24% | 4.86% | $1,460.7万 | 5.0万股 | $1,026.9万 | 5.3万股 | -2,687股-5.11% | 减仓 |
 赛富时CRM |
| 5.45% | 4.27% | $1,275.9万 | 8.1万股 | $903.2万 | 4.8万股 | +3.3万股+68.33% | 加仓 |
 科磊KLAC |
| 5.36% | — | $1,256.0万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
 VertivVRT |
| 4.85% | 4.29% | $1,136.9万 | 3.4万股 | $907.0万 | 3.6万股 | -2,238股-6.18% | 减仓 |
 Arista网络ANET |
| 4.78% | 3.95% | $1,120.1万 | 6.6万股 | $835.2万 | 6.8万股 | -2,094股-3.08% | 减仓 |
 GE VernovaGEV |
| 3.88% | 3.25% | $907.7万 | 7,726股 | $687.0万 | 7,870股 | -144股-1.83% | 减仓 |
 亚马逊AMZN |
| 3.78% | 3.74% | $884.9万 | 3.7万股 | $790.9万 | 3.8万股 | -848股-2.23% | 减仓 |
 BHP BILLITON LIMITED SPONSORED ADSBHP |
| 3.53% | 3.48% | $825.8万 | 9.9万股 | $734.4万 | 10.1万股 | -1,844股-1.83% | 减仓 |
 苹果AAPL |
| 3.11% | 3.08% | $728.7万 | 2.5万股 | $650.3万 | 2.6万股 | -441股-1.72% | 减仓 |
 ServiceNowNOW |
| 3.02% | — | $708.1万 | 7.1万股 | $0 | 0股 | +7.1万股 | 新买入 |
 谷歌AGOOGL |
| 2.93% | 2.66% | $687.0万 | 1.9万股 | $562.6万 | 2.0万股 | -340股-1.74% | 减仓 |
| SSPDR黄金信托GLD |
| 2.87% | 3.74% | $671.2万 | 1.8万股 | $791.0万 | 1.8万股 | -164股-0.89% | 减仓 |
 HCA医疗HCA |
| 2.84% | 3.88% | $664.7万 | 1.7万股 | $820.7万 | 1.7万股 | -294股-1.70% | 减仓 |
 自由港麦克莫兰FCX |
| 2.71% | 2.86% | $633.9万 | 10.1万股 | $603.3万 | 10.3万股 | -1,840股-1.79% | 减仓 |
| BBROWN FORMANBF/A |
| 2.55% | 4.02% | $596.8万 | 21.8万股 | $848.9万 | 31.7万股 | -9.9万股-31.17% | 减仓 |
 康宁GLW |
| 2.47% | 1.48% | $577.4万 | 2.3万股 | $311.7万 | 2.3万股 | -320股-1.40% | 减仓 |
| AARQIT QUANTUM INC COM USD0.0025(POST REV SPT) |
| 1.94% | 0.99% | $455.0万 | 15.3万股 | $208.8万 | 15.8万股 | -4,464股-2.83% | 减仓 |
 联合包裹UPSUPS |
| 1.89% | — | $442.9万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
| DDIGITALOCEANDOCN |
| 1.57% | — | $366.7万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 高盛GS |
| 1.53% | 1.44% | $358.6万 | 3,546股 | $303.7万 | 3,590股 | -44股-1.23% | 减仓 |
 礼来LLY |
| 1.5% | 1.28% | $350.6万 | 2,923股 | $270.5万 | 2,941股 | -18股-0.61% | 减仓 |
| SStrategyMSTR |
| 1.48% | 2.41% | $347.1万 | 4.0万股 | $508.5万 | 4.1万股 | -816股-2.00% | 减仓 |
 RIGETTI COMPUTINGRGTI |
| 1.41% | 1.1% | $330.2万 | 17.1万股 | $232.8万 | 16.6万股 | +5,057股+3.05% | 加仓 |
| SSEALSQLAES |
| 1.31% | 1.23% | $307.3万 | 97.5万股 | $260.4万 | 99.4万股 | -1.8万股-1.84% | 减仓 |
 帕兰提尔PLTR |
| 1.21% | 1.72% | $282.9万 | 2.4万股 | $362.8万 | 2.5万股 | -555股-2.24% | 减仓 |
 REDWIRERDW |
| 1.2% | — | $281.5万 | 23.0万股 | $0 | 0股 | +23.0万股 | 新买入 |
| IIBMIBM |
| 1.13% | 1.09% | $265.7万 | 9,449股 | $230.1万 | 9,495股 | -46股-0.48% | 减仓 |
 PHILIP MORRIS INTLPM |
| 1.04% | 1.06% | $244.2万 | 1.3万股 | $224.3万 | 1.4万股 | -66股-0.49% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.93% | 0.38% | $217.8万 | 1.1万股 | $81.1万 | 6,102股 | +5,331股+87.36% | 加仓 |
| BBANK OF AMERBAC |
| 0.92% | 0.88% | $216.5万 | 3.8万股 | $186.0万 | 3.8万股 | -161股-0.42% | 减仓 |
 IRON MTN DEL COMIRM |
| 0.79% | 0.71% | $184.3万 | 1.5万股 | $149.7万 | 1.5万股 | -63股-0.43% | 减仓 |
 艾默生电气EMR |
| 0.71% | 0.73% | $167.0万 | 1.2万股 | $153.6万 | 1.2万股 | -59股-0.50% | 减仓 |
| S道富XLI |
| 0.66% | 0.45% | $153.7万 | 8,295股 | $94.8万 | 5,859股 | +2,436股+41.58% | 加仓 |
| IiShares安硕信托IVW |
| 0.65% | 0.62% | $153.3万 | 1.1万股 | $130.5万 | 1.2万股 | -389股-3.37% | 减仓 |
| I景顺自营指数基金BSCQ |
| 0.51% | 0.56% | $118.9万 | 6.1万股 | $117.9万 | 6.0万股 | +505股+0.84% | 加仓 |
| I景顺自营指数基金BSCR |
| 0.5% | 0.56% | $117.4万 | 6.0万股 | $117.4万 | 6.0万股 | +52股+0.09% | 加仓 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 0.45% | 0.46% | $105.5万 | 5,546股 | $96.5万 | 5,714股 | -168股-2.94% | 减仓 |
| SSPDR行业精选信托XLY |
| 0.38% | 0.4% | $88.3万 | 8,243股 | $85.1万 | 7,674股 | +569股+7.41% | 加仓 |
| SSPDR行业精选信托XLF |
| 0.36% | 0.52% | $84.7万 | 1.6万股 | $109.4万 | 2.2万股 | -6,373股-28.75% | 减仓 |
| GGAPGAP |
| 0.35% | 0.51% | $83.1万 | 4.5万股 | $108.0万 | 4.5万股 | -115股-0.26% | 减仓 |
| S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 0.31% | 0.24% | $72.9万 | 1.4万股 | $50.6万 | 1.0万股 | +4,208股+41.56% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.31% | — | $72.6万 | 4,578股 | $0 | 0股 | +4,578股 | 新买入 |
 慧与HPEHPE |
| 0.3% | 0.18% | $69.8万 | 1.5万股 | $37.1万 | 1.6万股 | -85股-0.55% | 减仓 |
 康明斯CMI |
| 0.26% | 0.21% | $60.0万 | 841股 | $44.9万 | 834股 | +7股+0.84% | 加仓 |
| SSTERLING INFRASTRUCTURESTRL |
| 0.24% | 0.13% | $57.0万 | 679股 | $27.9万 | 684股 | -5股-0.73% | 减仓 |
| SSPDR行业精选信托XLU |
| 0.22% | 0.2% | $52.7万 | 1.2万股 | $41.5万 | 9,040股 | +2,573股+28.46% | 加仓 |
| I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT |
| 0.22% | 0.24% | $51.8万 | 2.8万股 | $51.3万 | 2.8万股 | +372股+1.35% | 加仓 |
| SSPDR行业精选信托XLY |
| 0.22% | — | $51.5万 | 4,392股 | $0 | 0股 | +4,392股 | 新买入 |
| I景顺自营指数基金BSCU |
| 0.22% | 0.24% | $50.7万 | 3.0万股 | $50.2万 | 3.0万股 | +476股+1.59% | 加仓 |
