 英伟达NVDA |
| 16% | 14.28% | $4.25亿 | 212.9万股 | $6.19亿 | 355.1万股 | -142.2万股-40.04% | 减仓 |
 微软MSFT |
| 14.37% | 17.6% | $3.82亿 | 102.5万股 | $7.63亿 | 206.1万股 | -103.7万股-50.30% | 减仓 |
 亚马逊AMZN |
| 12.14% | 13.29% | $3.23亿 | 135.5万股 | $5.76亿 | 276.7万股 | -141.2万股-51.04% | 减仓 |
 谷歌AGOOGL |
| 8.72% | 6.05% | $2.32亿 | 64.9万股 | $2.62亿 | 91.1万股 | -26.2万股-28.79% | 减仓 |
 苹果AAPL |
| 6.14% | 6.59% | $1.63亿 | 56.5万股 | $2.86亿 | 112.5万股 | -56.1万股-49.83% | 减仓 |
 博通AVGO |
| 5.27% | 5.15% | $1.40亿 | 37.1万股 | $2.23亿 | 72.0万股 | -35.0万股-48.52% | 减仓 |
 Meta平台META |
| 4.34% | 5.28% | $1.15亿 | 20.5万股 | $2.29亿 | 40.0万股 | -19.5万股-48.81% | 减仓 |
 英特尔INTC |
| 3.88% | 1.55% | $1.03亿 | 74.0万股 | $6,738.9万 | 152.7万股 | -78.7万股-51.53% | 减仓 |
 麦当劳MCD |
| 2.44% | 3.44% | $6,489.5万 | 24.0万股 | $1.49亿 | 48.0万股 | -24.0万股-50.00% | 减仓 |
 西部数据WDC |
| 2.26% | — | $6,019.5万 | 9.4万股 | $0 | 0股 | +9.4万股 | 新买入 |
 家得宝HD |
| 2.09% | — | $5,547.7万 | 15.7万股 | $0 | 0股 | +15.7万股 | 新买入 |
| IIBMIBM |
| 2.04% | 2.15% | $5,414.7万 | 19.3万股 | $9,334.4万 | 38.5万股 | -19.3万股-50.00% | 减仓 |
 特斯拉TSLA |
| 1.98% | 3.37% | $5,275.6万 | 12.5万股 | $1.46亿 | 39.3万股 | -26.7万股-68.06% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.67% | 1.68% | $4,452.2万 | 12.6万股 | $7,263.2万 | 25.3万股 | -12.7万股-50.23% | 减仓 |
| BBANK OF AMERBAC |
| 1.63% | 1.71% | $4,341.1万 | 76.2万股 | $7,428.0万 | 152.4万股 | -76.2万股-50.00% | 减仓 |
 阿斯利康AZN |
| 1.61% | 1.01% | $4,286.2万 | 22.6万股 | $4,379.8万 | 22.2万股 | +3,964股+1.78% | 加仓 |
 史赛克SYK |
| 1.51% | 1.93% | $4,010.8万 | 12.7万股 | $8,371.9万 | 25.5万股 | -12.7万股-50.00% | 减仓 |
 通用动力GD |
| 1.21% | 1.44% | $3,223.6万 | 9.1万股 | $6,246.6万 | 18.2万股 | -9.1万股-50.00% | 减仓 |
| T赛默飞世尔TMO |
| 1.06% | 1.27% | $2,807.6万 | 5.6万股 | $5,505.1万 | 11.2万股 | -5.6万股-50.00% | 减仓 |
 新思科技SNPS |
| 0.84% | 0.91% | $2,230.5万 | 5.0万股 | $3,965.0万 | 10.0万股 | -5.0万股-50.00% | 减仓 |
| J骏利亨德森 |
| 0.66% | 0.02% | $1,763.5万 | 33.9万股 | $102.7万 | 2.0万股 | +31.9万股+1,597.34% | 加仓 |
 福泰制药VRTX |
| 0.43% | 0.47% | $1,142.4万 | 2.3万股 | $2,053.8万 | 4.6万股 | -2.3万股-50.00% | 减仓 |
 VisaV |
| 0.39% | 0.44% | $1,044.1万 | 3.0万股 | $1,888.3万 | 6.2万股 | -3.2万股-51.23% | 减仓 |
| FFRONTLINE PLC COM USD1FRO |
| 0.38% | 0.18% | $1,021.7万 | 29.4万股 | $766.1万 | 22.0万股 | +7.4万股+33.55% | 加仓 |
 CENTENE DEL COMCNC |
| 0.36% | 0.22% | $954.0万 | 14.9万股 | $973.2万 | 29.7万股 | -14.9万股-50.00% | 减仓 |
 ADPADP |
| 0.31% | 0.35% | $836.8万 | 3.7万股 | $1,518.2万 | 7.5万股 | -3.7万股-50.00% | 减仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.31% | 0.56% | $826.4万 | 19.4万股 | $2,430.0万 | 38.7万股 | -19.4万股-50.00% | 减仓 |
 PROGRESSIVEPGR |
| 0.31% | 0.35% | $824.5万 | 3.8万股 | $1,496.5万 | 7.5万股 | -3.8万股-50.00% | 减仓 |
 万事达MA |
| 0.28% | 0.16% | $743.5万 | 1.4万股 | $701.0万 | 1.4万股 | +472股+3.37% | 加仓 |
| CCHART INDSGTLS |
| 0.23% | 0.23% | $616.4万 | 3.0万股 | $1,013.1万 | 4.9万股 | -2.0万股-39.80% | 减仓 |
| AATLASSIAN CL ATEAM |
| 0.2% | 0.48% | $523.3万 | 6.7万股 | $2,099.7万 | 30.8万股 | -24.0万股-78.12% | 减仓 |
 PELOTON INTERACTIVEPTON |
| 0.19% | 0.18% | $507.9万 | 85.9万股 | $763.2万 | 178.1万股 | -92.2万股-51.79% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 0.18% | 0.2% | $478.2万 | 1.5万股 | $872.5万 | 3.0万股 | -1.5万股-50.00% | 减仓 |
 T-MOBILE US COMTMUS |
| 0.18% | 0.21% | $467.1万 | 2.8万股 | $903.4万 | 4.3万股 | -1.5万股-35.25% | 减仓 |
 BOOKING COMBKNG |
| 0.17% | 0.01% | $456.3万 | 2.6万股 | $25.5万 | 1,514股 | +2.4万股+1,591.22% | 加仓 |
 PENUMBRAPEN |
| 0.15% | 0.12% | $394.7万 | 1.3万股 | $525.4万 | 1.6万股 | -3,500股-21.88% | 减仓 |
 惠普HPQ |
| 0.15% | 0.28% | $388.3万 | 17.7万股 | $1,219.4万 | 63.5万股 | -45.8万股-72.12% | 减仓 |
 TXNM ENERGYTXNM |
| 0.14% | 0.18% | $380.2万 | 6.7万股 | $782.8万 | 13.4万股 | -6.7万股-50.00% | 减仓 |
 CHECK POINT SOFTWARE TECH ORDCHKP |
| 0.13% | 0.09% | $348.1万 | 2.6万股 | $378.4万 | 2.6万股 | 00.00% | 持仓不变 |
 SKYWORKS SOLUTIONSSWKS |
| 0.13% | 0.08% | $345.3万 | 5.1万股 | $338.4万 | 6.3万股 | -1.2万股-19.39% | 减仓 |
 KENVUE COMKVUE |
| 0.13% | 0.1% | $334.4万 | 17.5万股 | $431.0万 | 25.0万股 | -7.5万股-30.00% | 减仓 |
 MATCH NEWMTCH |
| 0.12% | 0.11% | $326.8万 | 8.6万股 | $474.3万 | 15.4万股 | -6.9万股-44.38% | 减仓 |
 CRITEOCRTO |
| 0.11% | 0.12% | $296.0万 | 16.2万股 | $532.7万 | 29.7万股 | -13.5万股-45.51% | 减仓 |
 ServiceNowNOW |
| 0.11% | 0.15% | $286.9万 | 2.9万股 | $637.8万 | 6.1万股 | -3.2万股-52.62% | 减仓 |
| NNUVALENTNUVL |
| 0.1% | — | $253.2万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
| TTOPBUILD CORBLD |
| 0.09% | — | $240.1万 | 6,773股 | $0 | 0股 | +6,773股 | 新买入 |
 UNIFIRST MASSUNF |
| 0.08% | 0.05% | $215.6万 | 8,153股 | $216.4万 | 8,600股 | -447股-5.20% | 减仓 |
 财捷INTU |
| 0.08% | — | $210.6万 | 8,068股 | $0 | 0股 | +8,068股 | 新买入 |
 台积电TSM |
| 0.08% | 0.05% | $207.6万 | 4,356股 | $226.8万 | 6,706股 | -2,350股-35.04% | 减仓 |
 TECK RESOURCESTECK |
| 0.08% | 0.06% | $205.2万 | 3.5万股 | $253.6万 | 4.9万股 | -1.5万股-29.60% | 减仓 |
