 英伟达NVDA |
| 3.96% | 4.22% | $9,304.8万 | 46.5万股 | $7,739.1万 | 44.4万股 | +2.1万股+4.79% | 加仓 |
 谷歌AGOOGL |
| 3.34% | 4.07% | $7,850.0万 | 22.0万股 | $7,457.5万 | 25.9万股 | -4.0万股-15.30% | 减仓 |
 SnowflakeSNOW |
| 2.64% | 0.84% | $6,207.2万 | 3,510.5万股 | $1,538.8万 | 1,260.0万股 | +2,250.5万股+178.61% | 加仓 |
| CCYBERARK SOFTWARECYBR |
| 2.28% | — | $5,350.8万 | 3,210.0万股 | $0 | 0股 | +3,210.0万股 | 新买入 |
 Cloudflare, Inc.NET |
| 1.92% | — | $4,518.7万 | 3,562.2万股 | $0 | 0股 | +3,562.2万股 | 新买入 |
| A阿卡迈AKAM |
| 1.86% | — | $4,356.0万 | 2,978.7万股 | $0 | 0股 | +2,978.7万股 | 新买入 |
 亚马逊AMZN |
| 1.54% | 1.1% | $3,619.0万 | 15.2万股 | $2,019.9万 | 9.7万股 | +5.5万股+56.57% | 加仓 |
 京东JD |
| 1.49% | — | $3,497.2万 | 3,554.2万股 | $0 | 0股 | +3,554.2万股 | 新买入 |
 优步UBER |
| 1.47% | 1.9% | $3,441.5万 | 2,864.8万股 | $3,476.6万 | 2,879.8万股 | -15.0万股-0.52% | 减仓 |
 美光科技MU |
| 1.34% | 0.42% | $3,155.1万 | 2.7万股 | $763.9万 | 2.3万股 | +4,724股+20.89% | 加仓 |
 CenterPoint能源CNP |
| 1.28% | 2.21% | $3,009.0万 | 2,460.2万股 | $4,053.1万 | 3,402.7万股 | -942.5万股-27.70% | 减仓 |
 HalozymeHALO |
| 1.24% | 1.4% | $2,909.2万 | 1,978.9万股 | $2,574.1万 | 1,996.9万股 | -18.0万股-0.90% | 减仓 |
 Live Nation EntertainmentLYV |
| 1.21% | 1.41% | $2,845.3万 | 2,347.7万股 | $2,577.9万 | 2,367.0万股 | -19.3万股-0.82% | 减仓 |
 DatadogDDOG |
| 1.2% | 1.13% | $2,821.9万 | 1,987.6万股 | $2,062.1万 | 2,127.1万股 | -139.5万股-6.56% | 减仓 |
 WASTE MGMT DELWM |
| 1.14% | 1.04% | $2,679.2万 | 12.0万股 | $1,902.5万 | 8.3万股 | +3.7万股+45.19% | 加仓 |
| NNextEra Energy Capital Holdings IncNEE |
| 1.13% | 1.52% | $2,654.0万 | 1,998.5万股 | $2,782.6万 | 1,998.5万股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 1.1% | 1.44% | $2,590.0万 | 20.2万股 | $2,647.4万 | 22.0万股 | -1.9万股-8.42% | 减仓 |
| PPG&E CorporationPCG |
| 1.1% | 1.66% | $2,589.4万 | 2,513.6万股 | $3,041.2万 | 2,887.9万股 | -374.3万股-12.96% | 减仓 |
 CMS能源CMS |
| 1.09% | 0.87% | $2,569.2万 | 2,290.9万股 | $1,594.5万 | 1,393.9万股 | +897.0万股+64.35% | 加仓 |
| EEBAY COMEBAY |
| 1% | 0.33% | $2,339.3万 | 20.9万股 | $602.3万 | 6.6万股 | +14.3万股+216.34% | 加仓 |
 礼来LLY |
| 0.99% | 0.81% | $2,314.8万 | 1.9万股 | $1,488.1万 | 1.6万股 | +3,120股+19.28% | 加仓 |
 OWENS CORNING NEW COMOC |
| 0.97% | — | $2,288.1万 | 14.4万股 | $0 | 0股 | +14.4万股 | 新买入 |
 安森美ON |
| 0.97% | 1.44% | $2,284.2万 | 1,270.1万股 | $2,639.1万 | 2,046.3万股 | -776.2万股-37.93% | 减仓 |
| RRivianRIVN |
| 0.94% | 1.5% | $2,213.5万 | 2,053.6万股 | $2,755.7万 | 2,824.0万股 | -770.4万股-27.28% | 减仓 |
 皇冠控股CCK |
| 0.93% | 0.9% | $2,186.7万 | 19.6万股 | $1,651.2万 | 16.5万股 | +3.1万股+18.73% | 加仓 |
 罗克韦尔自动化ROK |
| 0.92% | 0.71% | $2,157.7万 | 4.4万股 | $1,299.5万 | 3.6万股 | +7,371股+20.36% | 加仓 |
 博通AVGO |
| 0.92% | 0.5% | $2,149.9万 | 5.7万股 | $910.9万 | 2.9万股 | +2.7万股+93.37% | 加仓 |
 PALO ALTOPANW |
| 0.9% | 0.67% | $2,123.1万 | 6.2万股 | $1,223.5万 | 7.6万股 | -1.4万股-18.42% | 减仓 |
| GGameStopGME |
| 0.9% | — | $2,117.0万 | 2,071.3万股 | $0 | 0股 | +2,071.3万股 | 新买入 |
| PPARSONS DELPSN |
| 0.9% | 0.91% | $2,116.0万 | 2,122.8万股 | $1,668.4万 | 1,687.8万股 | +435.0万股+25.77% | 加仓 |
 强生JNJ |
| 0.9% | 0.76% | $2,105.0万 | 8.3万股 | $1,392.2万 | 5.7万股 | +2.6万股+45.53% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.88% | 0.44% | $2,075.0万 | 22.5万股 | $798.2万 | 8.6万股 | +13.9万股+160.58% | 加仓 |
| N新纪元能源NEE |
| 0.88% | 1.45% | $2,059.0万 | 23.5万股 | $2,653.6万 | 28.6万股 | -5.1万股-17.89% | 减仓 |
 REPUBLIC SVCSRSG |
| 0.85% | 0.86% | $1,990.4万 | 9.3万股 | $1,577.2万 | 7.2万股 | +2.1万股+29.71% | 加仓 |
 艺康ECL |
| 0.85% | 1.06% | $1,989.9万 | 7.1万股 | $1,940.4万 | 7.3万股 | -1,520股-2.08% | 减仓 |
 特斯拉TSLA |
| 0.84% | 0.17% | $1,972.5万 | 4.7万股 | $307.4万 | 8,268股 | +3.9万股+467.21% | 加仓 |
 第一能源FE |
| 0.84% | — | $1,971.1万 | 1,762.8万股 | $0 | 0股 | +1,762.8万股 | 新买入 |
 CSX铁路CSX |
| 0.82% | 0.71% | $1,928.4万 | 40.6万股 | $1,305.3万 | 31.8万股 | +8.8万股+27.59% | 加仓 |
| T赛默飞世尔TMO |
| 0.79% | 1.19% | $1,845.6万 | 3.7万股 | $2,186.8万 | 4.4万股 | -7,677股-17.26% | 减仓 |
 标普全球SPGI |
| 0.78% | 1.15% | $1,836.1万 | 4.5万股 | $2,108.8万 | 5.0万股 | -4,493股-9.06% | 减仓 |
 AMD超威AMD |
| 0.77% | 1% | $1,816.3万 | 3.1万股 | $1,840.4万 | 9.0万股 | -5.9万股-65.44% | 减仓 |
 Alliant能源LNT |
| 0.77% | — | $1,811.4万 | 1,652.6万股 | $0 | 0股 | +1,652.6万股 | 新买入 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.77% | 0.8% | $1,806.9万 | 4.8万股 | $1,471.1万 | 5.3万股 | -4,797股-9.06% | 减仓 |
 ServiceNowNOW |
| 0.76% | 0.57% | $1,790.6万 | 18.0万股 | $1,043.5万 | 10.0万股 | +8.1万股+80.70% | 加仓 |
 第一能源FE |
| 0.76% | — | $1,780.3万 | 1,575.4万股 | $0 | 0股 | +1,575.4万股 | 新买入 |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 0.72% | 0.29% | $1,701.9万 | 6.5万股 | $536.9万 | 2.6万股 | +3.9万股+151.74% | 加仓 |
 宏利金融MFC |
| 0.72% | 1.01% | $1,693.2万 | 41.8万股 | $1,842.3万 | 53.5万股 | -11.7万股-21.89% | 减仓 |
| IINTEGERITGR |
| 0.71% | — | $1,659.8万 | 1,707.2万股 | $0 | 0股 | +1,707.2万股 | 新买入 |
 谷歌AGOOGL |
| 0.69% | — | $1,631.7万 | 32.5万股 | $0 | 0股 | +32.5万股 | 新买入 |
 谷歌AGOOGL |
| 0.69% | — | $1,628.1万 | 32.5万股 | $0 | 0股 | +32.5万股 | 新买入 |
