 英伟达NVDA |
| 2.87% | 2.24% | $5.04亿 | 252.1万股 | $3.70亿 | 212.1万股 | +40.1万股+18.89% | 加仓 |
 苹果AAPL |
| 2.59% | 1.89% | $4.56亿 | 157.6万股 | $3.13亿 | 123.2万股 | +34.4万股+27.95% | 加仓 |
 博通AVGO |
| 2% | 1.91% | $3.51亿 | 93.0万股 | $3.16亿 | 101.9万股 | -9.0万股-8.82% | 减仓 |
 艾伯维ABBV |
| 1.97% | 1.98% | $3.46亿 | 137.7万股 | $3.28亿 | 150.6万股 | -13.0万股-8.60% | 减仓 |
 微软MSFT |
| 1.92% | 1.77% | $3.38亿 | 90.7万股 | $2.92亿 | 78.9万股 | +11.8万股+14.99% | 加仓 |
 应用材料AMAT |
| 1.89% | 1.37% | $3.33亿 | 46.0万股 | $2.25亿 | 66.0万股 | -20.0万股-30.25% | 减仓 |
 科磊KLAC |
| 1.7% | 0.98% | $2.99亿 | 99.1万股 | $1.62亿 | 11.0万股 | +88.0万股+798.62% | 加仓 |
 泛林集团LRCX |
| 1.46% | 0.82% | $2.57亿 | 59.3万股 | $1.35亿 | 63.3万股 | -4.0万股-6.33% | 减仓 |
 思科CSCO |
| 1.45% | 1.24% | $2.55亿 | 216.8万股 | $2.05亿 | 264.5万股 | -47.7万股-18.03% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.3% | 0.96% | $2.29亿 | 53.1万股 | $1.58亿 | 96.4万股 | -43.3万股-44.91% | 减仓 |
 谷歌AGOOGL |
| 1.3% | 1.26% | $2.28亿 | 63.9万股 | $2.08亿 | 72.4万股 | -8.5万股-11.70% | 减仓 |
 NetAppNTAP |
| 1.29% | 1.08% | $2.28亿 | 147.1万股 | $1.79亿 | 174.4万股 | -27.3万股-15.68% | 减仓 |
 摩根大通JPM |
| 1.26% | 1.43% | $2.22亿 | 67.9万股 | $2.35亿 | 80.1万股 | -12.1万股-15.15% | 减仓 |
 台积电TSM |
| 1.24% | 1.01% | $2.18亿 | 45.7万股 | $1.67亿 | 49.4万股 | -3.8万股-7.59% | 减仓 |
 CVS健康CVS |
| 1.17% | 0.89% | $2.06亿 | 199.2万股 | $1.46亿 | 203.9万股 | -4.7万股-2.32% | 减仓 |
 WEST PHARMACEUTICAL SVSCWST |
| 1.15% | 0.83% | $2.02亿 | 56.3万股 | $1.37亿 | 54.5万股 | +1.8万股+3.21% | 加仓 |
 EMCOREME |
| 1.13% | 1.17% | $1.99亿 | 24.0万股 | $1.94亿 | 26.3万股 | -2.3万股-8.84% | 减仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 1.12% | 0.93% | $1.97亿 | 204.8万股 | $1.54亿 | 213.0万股 | -8.2万股-3.86% | 减仓 |
 Meta平台META |
| 1.1% | 1.5% | $1.94亿 | 34.4万股 | $2.48亿 | 43.3万股 | -8.8万股-20.43% | 减仓 |
 慧与HPEHPE |
| 1.06% | 0.79% | $1.86亿 | 412.2万股 | $1.30亿 | 545.8万股 | -133.6万股-24.47% | 减仓 |
 德州仪器TXN |
| 0.99% | 0.62% | $1.73亿 | 58.2万股 | $1.02亿 | 52.6万股 | +5.6万股+10.66% | 加仓 |
 VisaV |
| 0.87% | 0.71% | $1.53亿 | 44.7万股 | $1.18亿 | 39.0万股 | +5.7万股+14.72% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.87% | 0.77% | $1.53亿 | 38.6万股 | $1.26亿 | 39.8万股 | -1.1万股-2.84% | 减仓 |
| FFABRINETFN |
| 0.86% | 1.02% | $1.52亿 | 27.1万股 | $1.68亿 | 32.2万股 | -5.2万股-16.01% | 减仓 |
 梅特勒托利多MTD |
| 0.83% | 0.71% | $1.47亿 | 11.5万股 | $1.18亿 | 9.3万股 | +2.2万股+23.27% | 加仓 |
| IIBMIBM |
| 0.83% | 0.73% | $1.47亿 | 52.2万股 | $1.21亿 | 49.8万股 | +2.5万股+4.94% | 加仓 |
| AARGANAGX |
| 0.82% | 0.67% | $1.44亿 | 18.1万股 | $1.10亿 | 20.2万股 | -2.2万股-10.77% | 减仓 |
 礼来LLY |
| 0.82% | 0.68% | $1.44亿 | 12.0万股 | $1.13亿 | 12.3万股 | -3,118股-2.54% | 减仓 |
 MEDPACEMEDP |
| 0.8% | 0.41% | $1.41亿 | 26.7万股 | $6,768.7万 | 14.1万股 | +12.6万股+89.10% | 加仓 |
 万事达MA |
| 0.78% | 0.84% | $1.37亿 | 26.7万股 | $1.39亿 | 27.8万股 | -1.1万股-3.84% | 减仓 |
 YUM BRANDS COMYUM |
| 0.77% | 0.82% | $1.35亿 | 84.5万股 | $1.35亿 | 87.1万股 | -2.6万股-2.95% | 减仓 |
 埃森哲ACN |
| 0.77% | 1.08% | $1.35亿 | 108.5万股 | $1.79亿 | 90.2万股 | +18.2万股+20.18% | 加仓 |
 默沙东MRK |
| 0.77% | 0.51% | $1.35亿 | 105.0万股 | $8,433.4万 | 70.1万股 | +34.9万股+49.77% | 加仓 |
 强生JNJ |
| 0.76% | 0.42% | $1.33亿 | 52.4万股 | $6,860.2万 | 28.1万股 | +24.4万股+86.85% | 加仓 |
 优步UBER |
| 0.74% | 0.99% | $1.30亿 | 179.7万股 | $1.63亿 | 226.5万股 | -46.8万股-20.66% | 减仓 |
 Arista网络ANET |
| 0.73% | 0.6% | $1.28亿 | 75.4万股 | $9,939.8万 | 81.0万股 | -5.5万股-6.81% | 减仓 |
| FFASTENAL COMFAST |
| 0.72% | 0.86% | $1.27亿 | 264.5万股 | $1.42亿 | 305.6万股 | -41.2万股-13.47% | 减仓 |
 LPL金融LPLA |
| 0.72% | 0.74% | $1.26亿 | 44.8万股 | $1.23亿 | 40.8万股 | +3.9万股+9.63% | 加仓 |
 亚马逊AMZN |
| 0.71% | 0.75% | $1.25亿 | 52.5万股 | $1.24亿 | 59.7万股 | -7.2万股-12.09% | 减仓 |
| CCHEMED NEWCHE |
| 0.71% | 0.57% | $1.24亿 | 26.7万股 | $9,448.1万 | 25.0万股 | +1.7万股+6.86% | 加仓 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 0.69% | 0.95% | $1.22亿 | 27.8万股 | $1.57亿 | 33.1万股 | -5.3万股-15.95% | 减仓 |
| DDeckersSGVT |
| 0.68% | 0.73% | $1.21亿 | 121.4万股 | $1.20亿 | 120.4万股 | +1.0万股+0.84% | 加仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 0.68% | 0.52% | $1.20亿 | 131.4万股 | $8,552.7万 | 132.4万股 | -1.0万股-0.77% | 减仓 |
 好市多COST |
| 0.68% | 0.79% | $1.19亿 | 12.7万股 | $1.31亿 | 13.2万股 | -4,485股-3.41% | 减仓 |
 美国电力AEP |
| 0.67% | 0.71% | $1.18亿 | 86.1万股 | $1.18亿 | 90.0万股 | -3.8万股-4.27% | 减仓 |
 TJXTJX |
| 0.67% | 0.77% | $1.17亿 | 77.4万股 | $1.27亿 | 79.8万股 | -2.4万股-3.01% | 减仓 |
 再生元REGN |
| 0.66% | 1.12% | $1.17亿 | 18.7万股 | $1.84亿 | 23.9万股 | -5.2万股-21.73% | 减仓 |
 阿默普莱斯AMP |
| 0.66% | 0.71% | $1.16亿 | 25.3万股 | $1.17亿 | 26.4万股 | -1.1万股-4.03% | 减仓 |
 Jack Henry & Associates, IncJKHY |
| 0.65% | 0.65% | $1.14亿 | 83.0万股 | $1.08亿 | 68.2万股 | +14.8万股+21.72% | 加仓 |
 帕卡PCAR |
| 0.65% | 0.73% | $1.14亿 | 95.0万股 | $1.21亿 | 104.8万股 | -9.8万股-9.37% | 减仓 |
