| SSANDISK COMSNDK |
| 15.18% | 0.1% | $5.28亿 | 23.2万股 | $262.3万 | 1.8万股 | +21.5万股+1,218.97% | 加仓 |
 英伟达NVDA |
| 7.73% | 9.09% | $2.69亿 | 134.7万股 | $2.33亿 | 133.7万股 | +9,900股+0.74% | 加仓 |
 苹果AAPL |
| 6.33% | 7.46% | $2.20亿 | 76.2万股 | $1.91亿 | 75.4万股 | +8,580股+1.14% | 加仓 |
 谷歌AGOOGL |
| 5.2% | 5.6% | $1.81亿 | 50.6万股 | $1.43亿 | 49.9万股 | +7,180股+1.44% | 加仓 |
 微软MSFT |
| 3.79% | 5.15% | $1.32亿 | 35.4万股 | $1.32亿 | 35.7万股 | -3,080股-0.86% | 减仓 |
 美光科技MU |
| 3.32% | 1.29% | $1.15亿 | 10.0万股 | $3,319.6万 | 9.8万股 | +1,920股+1.95% | 加仓 |
 亚马逊AMZN |
| 3.25% | 3.73% | $1.13亿 | 47.4万股 | $9,567.1万 | 45.9万股 | +1.5万股+3.27% | 加仓 |
 博通AVGO |
| 3.12% | 3.49% | $1.08亿 | 28.8万股 | $8,956.2万 | 29.0万股 | -1,880股-0.65% | 减仓 |
 科磊KLAC |
| 2.23% | 1.7% | $7,760.8万 | 25.8万股 | $4,367.6万 | 3.0万股 | +22.8万股+767.96% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.71% | 0.01% | $5,956.3万 | 13.8万股 | $38.1万 | 2,323股 | +13.6万股+5,845.89% | 加仓 |
 强生JNJ |
| 1.62% | 2.02% | $5,643.1万 | 22.2万股 | $5,176.1万 | 21.2万股 | +1.0万股+4.91% | 加仓 |
 Watts水技术WTS |
| 1.59% | 0.25% | $5,520.9万 | 14.1万股 | $638.2万 | 14.1万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 1.58% | 2.14% | $5,487.3万 | 9.7万股 | $5,497.4万 | 9.6万股 | +1,380股+1.44% | 加仓 |
 应用材料AMAT |
| 1.57% | 1.02% | $5,463.5万 | 7.6万股 | $2,602.3万 | 7.6万股 | -640股-0.84% | 减仓 |
 礼来LLY |
| 1.51% | 1.47% | $5,268.5万 | 4.4万股 | $3,774.7万 | 4.1万股 | +2,890股+7.04% | 加仓 |
 泛林集团LRCX |
| 1.46% | 0.98% | $5,067.3万 | 11.7万股 | $2,511.2万 | 11.7万股 | -600股-0.51% | 减仓 |
 思科CSCO |
| 1.36% | 1.23% | $4,746.9万 | 40.4万股 | $3,160.0万 | 40.7万股 | -2,900股-0.71% | 减仓 |
 高盛GS |
| 1.27% | 1.45% | $4,413.8万 | 4.4万股 | $3,708.0万 | 4.4万股 | -200股-0.46% | 减仓 |
 艾伯维ABBV |
| 1.21% | 1.32% | $4,201.8万 | 16.7万股 | $3,380.4万 | 15.5万股 | +1.2万股+7.59% | 加仓 |
 康明斯CMI |
| 1.06% | 1.08% | $3,675.0万 | 5.2万股 | $2,765.8万 | 5.1万股 | +120股+0.23% | 加仓 |
 VisaV |
| 0.94% | 1.14% | $3,280.5万 | 9.6万股 | $2,923.5万 | 9.7万股 | -1,000股-1.03% | 减仓 |
 AMD超威AMD |
| 0.88% | 0.09% | $3,067.2万 | 5.3万股 | $221.9万 | 1.1万股 | +4.2万股+384.19% | 加仓 |
 UNITED RENTALSURI |
| 0.82% | 0.75% | $2,839.1万 | 2.5万股 | $1,924.0万 | 2.6万股 | -1,380股-5.22% | 减仓 |
 卡地纳健康CAH |
| 0.8% | 0.96% | $2,769.3万 | 11.7万股 | $2,463.4万 | 11.7万股 | 00.00% | 持仓不变 |
 NetAppNTAP |
| 0.74% | 0.53% | $2,579.8万 | 16.7万股 | $1,359.0万 | 13.3万股 | +3.4万股+25.65% | 加仓 |
 达美航空DAL |
| 0.72% | 0.7% | $2,501.8万 | 26.7万股 | $1,796.8万 | 26.9万股 | -1,500股-0.56% | 减仓 |
 万事达MA |
| 0.68% | 0.92% | $2,377.7万 | 4.6万股 | $2,347.9万 | 4.7万股 | -680股-1.45% | 减仓 |
| EEBAY COMEBAY |
| 0.67% | 0.75% | $2,340.3万 | 20.9万股 | $1,914.4万 | 21.0万股 | -900股-0.43% | 减仓 |
 通用汽车GM |
| 0.59% | 0.78% | $2,065.4万 | 26.8万股 | $2,004.9万 | 26.9万股 | -1,100股-0.41% | 减仓 |
 哈特福德·INSURANCEHIG |
| 0.58% | 0.8% | $2,003.0万 | 15.1万股 | $2,043.8万 | 15.1万股 | 00.00% | 持仓不变 |
 United TherapeuticsUTHR |
| 0.57% | 0.71% | $1,970.2万 | 3.6万股 | $1,831.6万 | 3.1万股 | +5,500股+17.80% | 加仓 |
 CienaCIEN |
| 0.56% | 0.02% | $1,963.3万 | 4.0万股 | $52.1万 | 1,636股 | +3.8万股+2,344.13% | 加仓 |
 特斯拉TSLA |
| 0.56% | 0.88% | $1,948.3万 | 4.6万股 | $2,249.9万 | 6.1万股 | -1.4万股-23.41% | 减仓 |
 英特尔INTC |
| 0.55% | 0.05% | $1,906.7万 | 13.7万股 | $138.9万 | 3.1万股 | +10.5万股+334.05% | 加仓 |
 URBAN OUTFITTERSURBN |
| 0.54% | 0.57% | $1,892.7万 | 20.5万股 | $1,456.6万 | 20.4万股 | +1,200股+0.59% | 加仓 |
 NateraNTRA |
| 0.53% | 0.65% | $1,849.3万 | 4.6万股 | $1,655.2万 | 4.5万股 | +360股+0.80% | 加仓 |
 BOOKING COMBKNG |
| 0.53% | 0.68% | $1,827.8万 | 10.3万股 | $1,738.8万 | 4,134股 | +9.8万股+2,380.89% | 加仓 |
 ExpediaEXPE |
| 0.52% | 0.6% | $1,812.6万 | 7.1万股 | $1,548.7万 | 6.7万股 | +3,700股+5.51% | 加仓 |
| BBANK OF AMERBAC |
| 0.52% | 0.61% | $1,808.5万 | 31.8万股 | $1,568.2万 | 32.2万股 | -4,200股-1.31% | 减仓 |
 摩根士丹利MS |
| 0.51% | 0.55% | $1,779.1万 | 8.5万股 | $1,417.0万 | 8.6万股 | -1,000股-1.16% | 减仓 |
 CencoraCOR |
| 0.5% | 0.76% | $1,756.6万 | 6.2万股 | $1,949.7万 | 6.2万股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 0.48% | 0.46% | $1,677.5万 | 9.1万股 | $1,178.7万 | 9.2万股 | -800股-0.87% | 减仓 |
 SYNCHRONY FINANCIAL COMSYF |
| 0.47% | 0.57% | $1,628.1万 | 21.4万股 | $1,456.2万 | 21.4万股 | 00.00% | 持仓不变 |
 F5FFIV |
| 0.46% | 0.43% | $1,592.6万 | 3.8万股 | $1,107.7万 | 3.8万股 | 00.00% | 持仓不变 |
 ExelixisEXEL |
| 0.46% | 0.61% | $1,586.0万 | 29.4万股 | $1,556.6万 | 24.1万股 | +5.3万股+21.82% | 加仓 |
 卡特彼勒CAT |
| 0.45% | 0.44% | $1,573.5万 | 1.5万股 | $1,115.3万 | 1.6万股 | -970股-6.16% | 减仓 |
 PULTEPHM |
| 0.44% | 0.5% | $1,517.2万 | 11.0万股 | $1,270.8万 | 10.8万股 | +2,600股+2.41% | 加仓 |
 LAUREATE EDLAUR |
| 0.42% | 0.58% | $1,468.3万 | 30.1万股 | $1,489.5万 | 34.1万股 | -4.0万股-11.59% | 减仓 |
 FIRST CTZNS BANCSHARES DFCNCA |
| 0.42% | <0.01% | $1,465.6万 | 7,049股 | $1.7万 | 9股 | +7,040股+78,222.22% | 加仓 |
 KROGER COMKR |
| 0.41% | 0.72% | $1,418.7万 | 25.5万股 | $1,856.1万 | 25.7万股 | -1,100股-0.43% | 减仓 |
