 微软MSFT |
| 5.83% | 4.22% | $2,414.0万 | 4.7万股 | $232.8万 | 4,680股 | +4.2万股+895.85% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 5.12% | 2.33% | $2,118.8万 | 4.2万股 | $128.2万 | 2,639股 | +4.0万股+1,497.01% | 加仓 |
 谷歌AGOOGL |
| 3.97% | 2.51% | $1,642.5万 | 6.8万股 | $138.1万 | 7,837股 | +6.0万股+762.12% | 加仓 |
 ExelixisEXEL |
| 2.84% | 1.67% | $1,173.0万 | 28.4万股 | $92.1万 | 2.1万股 | +26.3万股+1,258.89% | 加仓 |
 NETFLIXNFLX |
| 2.65% | 1.63% | $1,096.9万 | 9,149股 | $90.0万 | 672股 | +8,477股+1,261.46% | 加仓 |
 瑞银UBS |
| 2.56% | 1.22% | $1,058.3万 | 25.8万股 | $67.2万 | 2.0万股 | +23.8万股+1,198.37% | 加仓 |
| FFLEXFLEX |
| 2.36% | 1.22% | $974.6万 | 16.8万股 | $67.2万 | 1.3万股 | +15.5万股+1,149.59% | 加仓 |
 GEN DIGITALGEN |
| 2.3% | 1.43% | $950.4万 | 33.5万股 | $78.7万 | 2.7万股 | +30.8万股+1,150.54% | 加仓 |
 Meta平台META |
| 2.27% | 2.17% | $940.8万 | 1.3万股 | $119.3万 | 1,617股 | +1.1万股+692.27% | 加仓 |
| MMUELLER INDSMLI |
| 2.25% | 0.61% | $929.7万 | 9.2万股 | $33.8万 | 4,255股 | +8.8万股+2,061.08% | 加仓 |
 TECHNIPFMC COMFTI |
| 2.02% | 2.36% | $837.5万 | 21.2万股 | $130.2万 | 3.8万股 | +17.5万股+461.70% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 2.02% | 1.57% | $835.0万 | 5.9万股 | $86.6万 | 7,063股 | +5.2万股+733.89% | 加仓 |
 泛林集团LRCX |
| 1.93% | 1.52% | $797.4万 | 6.0万股 | $83.9万 | 8,622股 | +5.1万股+590.73% | 加仓 |
 AMD超威AMD |
| 1.92% | 1.46% | $796.2万 | 4.9万股 | $80.3万 | 5,659股 | +4.4万股+769.66% | 加仓 |
| T赛默飞世尔TMO |
| 1.8% | 0.66% | $745.2万 | 1.5万股 | $36.5万 | 900股 | +1.4万股+1,607.11% | 加仓 |
| EENERSYSENS |
| 1.76% | 0.5% | $727.7万 | 6.4万股 | $27.6万 | 3,221股 | +6.1万股+1,900.00% | 加仓 |
 埃克森美孚XOM |
| 1.71% | 1.6% | $707.6万 | 6.3万股 | $88.0万 | 8,160股 | +5.5万股+669.08% | 加仓 |
 EQTEQT |
| 1.69% | 1.01% | $698.2万 | 12.8万股 | $55.6万 | 9,541股 | +11.9万股+1,244.51% | 加仓 |
 AXIS CAPAXS |
| 1.64% | 1.95% | $678.5万 | 7.1万股 | $107.5万 | 1.0万股 | +6.0万股+583.97% | 加仓 |
 MGIC INVT WISMTG |
| 1.6% | 0.68% | $662.5万 | 23.4万股 | $37.7万 | 1.4万股 | +22.0万股+1,625.54% | 加仓 |
 卡梅科CCJ |
| 1.58% | 1.81% | $652.8万 | 7.8万股 | $99.7万 | 1.3万股 | +6.4万股+479.86% | 加仓 |
| NNRG ENERGYNRG |
| 1.54% | 1.26% | $637.1万 | 3.9万股 | $69.7万 | 4,340股 | +3.5万股+806.45% | 加仓 |
 腾讯音乐TME |
| 1.54% | 2.65% | $635.4万 | 27.2万股 | $145.9万 | 7.5万股 | +19.7万股+263.78% | 加仓 |
 赛富时CRM |
| 1.54% | 0.52% | $635.2万 | 2.7万股 | $28.4万 | 1,043股 | +2.6万股+2,469.70% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 1.52% | 1.35% | $629.8万 | 5.7万股 | $74.7万 | 6,737股 | +5.0万股+742.17% | 加仓 |
 甲骨文ORCL |
| 1.49% | 1.21% | $614.7万 | 2.2万股 | $66.7万 | 3,051股 | +1.9万股+616.32% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.45% | 1.11% | $600.3万 | 8,600股 | $61.4万 | 800股 | +7,800股+975.00% | 加仓 |
 艾伯维ABBV |
| 1.42% | 0.79% | $588.3万 | 2.5万股 | $43.6万 | 2,351股 | +2.3万股+980.77% | 加仓 |
 联合健康UNH |
| 1.41% | — | $583.6万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| IIBMIBM |
| 1.39% | 0.43% | $577.0万 | 2.0万股 | $23.6万 | 800股 | +2.0万股+2,456.25% | 加仓 |
 NVENT ELECTRICNVT |
| 1.39% | 1.33% | $573.4万 | 5.8万股 | $73.1万 | 9,983股 | +4.8万股+482.26% | 加仓 |
 钢铁动力STLD |
| 1.36% | 0.68% | $563.6万 | 4.0万股 | $37.4万 | 2,919股 | +3.8万股+1,284.82% | 加仓 |
 天弘CLS |
| 1.36% | 0.54% | $563.3万 | 2.3万股 | $29.8万 | 1,906股 | +2.1万股+1,099.58% | 加仓 |
 COMMVAULT SYSCVLT |
| 1.29% | 0.97% | $534.3万 | 2.8万股 | $53.4万 | 3,061股 | +2.5万股+824.57% | 加仓 |
 美敦力MDT |
| 1.29% | 1.59% | $534.1万 | 5.6万股 | $87.8万 | 1.0万股 | +4.6万股+456.58% | 加仓 |
 ENACTACT |
| 1.24% | 0.63% | $514.9万 | 13.4万股 | $34.5万 | 9,299股 | +12.5万股+1,344.23% | 加仓 |
| AAT&TT |
| 1.24% | 1.14% | $513.8万 | 18.2万股 | $63.0万 | 2.2万股 | +16.0万股+736.11% | 加仓 |
 NubankNU |
| 1.18% | 2.5% | $487.0万 | 30.4万股 | $137.7万 | 10.0万股 | +20.4万股+202.99% | 加仓 |
| RRELIANCERS |
| 1.17% | 0.71% | $486.1万 | 1.7万股 | $39.0万 | 1,244股 | +1.6万股+1,291.40% | 加仓 |
 MCKESSON COMMCK |
| 1.17% | — | $484.1万 | 6,266股 | $0 | 0股 | +6,266股 | 新买入 |
| CCOVISTACVSA |
| 1.16% | — | $478.8万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 1.16% | 1.02% | $478.4万 | 7.1万股 | $56.1万 | 7,195股 | +6.4万股+891.37% | 加仓 |
 BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSBNTX |
| 1.14% | 1.32% | $469.9万 | 4.8万股 | $72.6万 | 6,822股 | +4.1万股+598.37% | 加仓 |
 ADT DELADT |
| 1.1% | — | $456.4万 | 52.4万股 | $0 | 0股 | +52.4万股 | 新买入 |
| PPVHPVH |
| 1.04% | — | $431.1万 | 5.1万股 | $0 | 0股 | +5.1万股 | 新买入 |
| QQiagen NV |
| 1.02% | — | $421.8万 | 9.4万股 | $0 | 0股 | +9.4万股 | 新买入 |
| AAmentum Ordinary SharesAMTM |
| 1.01% | 0.43% | $419.1万 | 17.5万股 | $23.6万 | 1.0万股 | +16.5万股+1,650.00% | 加仓 |
 ALTRIAMO |
| 1% | 1.45% | $413.7万 | 6.3万股 | $79.8万 | 1.4万股 | +4.9万股+360.16% | 加仓 |
 VALERO ENERGY COMVLO |
| 0.92% | 0.84% | $382.0万 | 2.2万股 | $46.2万 | 3,434股 | +1.9万股+553.29% | 加仓 |
 财捷INTU |
| 0.89% | — | $368.8万 | 5,400股 | $0 | 0股 | +5,400股 | 新买入 |
