 英伟达NVDA |
| 3.23% | 3.14% | $5.26亿 | 262.8万股 | $4.38亿 | 251.0万股 | +11.8万股+4.70% | 加仓 |
 苹果AAPL |
| 2.86% | 2.97% | $4.66亿 | 161.0万股 | $4.14亿 | 163.1万股 | -2.2万股-1.33% | 减仓 |
 谷歌AGOOGL |
| 2.24% | 2.17% | $3.65亿 | 102.0万股 | $3.03亿 | 105.5万股 | -3.4万股-3.26% | 减仓 |
 微软MSFT |
| 1.87% | 1.69% | $3.04亿 | 81.5万股 | $2.36亿 | 63.8万股 | +17.7万股+27.77% | 加仓 |
 博通AVGO |
| 1.72% | 1.68% | $2.79亿 | 73.8万股 | $2.35亿 | 75.8万股 | -1.9万股-2.56% | 减仓 |
 VisaV |
| 1.4% | 1.22% | $2.28亿 | 66.4万股 | $1.70亿 | 56.2万股 | +10.1万股+18.04% | 加仓 |
 GE VernovaGEV |
| 1.39% | 1.24% | $2.26亿 | 19.3万股 | $1.74亿 | 19.9万股 | -6,153股-3.09% | 减仓 |
 安费诺APH |
| 1.32% | 0.88% | $2.15亿 | 122.1万股 | $1.22亿 | 96.7万股 | +25.4万股+26.21% | 加仓 |
 LIGAND PHARMACEUTICALSLGND |
| 1.28% | 0.72% | $2.09亿 | 66.0万股 | $1.01亿 | 50.5万股 | +15.5万股+30.77% | 加仓 |
 Arista网络ANET |
| 1.23% | 1.52% | $2.00亿 | 117.7万股 | $2.13亿 | 173.3万股 | -55.6万股-32.10% | 减仓 |
 好市多COST |
| 1.2% | 1.54% | $1.95亿 | 20.9万股 | $2.15亿 | 21.6万股 | -7,173股-3.32% | 减仓 |
| SSTERLING INFRASTRUCTURESTRL |
| 1.19% | 1.45% | $1.93亿 | 23.0万股 | $2.02亿 | 49.7万股 | -26.7万股-53.65% | 减仓 |
 高盛GS |
| 1.13% | 1.15% | $1.84亿 | 18.2万股 | $1.60亿 | 18.9万股 | -7,322股-3.87% | 减仓 |
| UUFP TECHNOLOGIESUFPT |
| 1.12% | 0.73% | $1.82亿 | 68.7万股 | $1.01亿 | 52.3万股 | +16.4万股+31.33% | 加仓 |
 伊顿ETN |
| 1.08% | 1.29% | $1.76亿 | 41.3万股 | $1.80亿 | 50.4万股 | -9.1万股-18.00% | 减仓 |
 阿斯麦ASML |
| 1.08% | 0.78% | $1.76亿 | 8.8万股 | $1.09亿 | 8.3万股 | +5,639股+6.82% | 加仓 |
 亚马逊AMZN |
| 1.08% | 1.35% | $1.75亿 | 73.4万股 | $1.88亿 | 90.3万股 | -16.9万股-18.74% | 减仓 |
| MMOOGMOG/A |
| 1.06% | 0.84% | $1.72亿 | 40.6万股 | $1.18亿 | 40.3万股 | +3,762股+0.93% | 加仓 |
 MONGODB CL AMDB |
| 1.06% | 0.53% | $1.72亿 | 51.1万股 | $7,389.5万 | 30.2万股 | +20.9万股+69.34% | 加仓 |
| MMODINE MFGMOD |
| 1.03% | 1.01% | $1.68亿 | 62.9万股 | $1.41亿 | 65.1万股 | -2.1万股-3.29% | 减仓 |
 HOWMET AEROSPACE COMHWM |
| 1.03% | 1.32% | $1.67亿 | 62.2万股 | $1.84亿 | 79.6万股 | -17.4万股-21.84% | 减仓 |
 NVENT ELECTRICNVT |
| 1.03% | 0.95% | $1.67亿 | 98.4万股 | $1.33亿 | 112.2万股 | -13.8万股-12.29% | 减仓 |
 Meta平台META |
| 1.01% | 1.25% | $1.65亿 | 29.2万股 | $1.74亿 | 30.4万股 | -1.2万股-3.85% | 减仓 |
 WELLTOWER COMWELL |
| 1.01% | 1.06% | $1.64亿 | 72.2万股 | $1.48亿 | 75.0万股 | -2.9万股-3.81% | 减仓 |
| EENPRONPO |
| 1% | 0.72% | $1.63亿 | 43.3万股 | $9,986.7万 | 39.8万股 | +3.5万股+8.70% | 加仓 |
 NOVANTANOVT |
| 0.97% | 0.77% | $1.58亿 | 97.4万股 | $1.07亿 | 91.0万股 | +6.4万股+7.04% | 加仓 |
 柯蒂斯怀特CW |
| 0.93% | 1.11% | $1.51亿 | 19.9万股 | $1.55亿 | 22.8万股 | -2.9万股-12.76% | 减仓 |
 派克汉尼汾PH |
| 0.92% | 1.02% | $1.50亿 | 15.3万股 | $1.43亿 | 15.9万股 | -6,314股-3.97% | 减仓 |
 礼来LLY |
| 0.91% | 0.69% | $1.48亿 | 12.3万股 | $9,575.0万 | 10.4万股 | +1.9万股+18.21% | 加仓 |
 Arm控股ARM |
| 0.89% | — | $1.45亿 | 40.9万股 | $0 | 0股 | +40.9万股 | 新买入 |
 TG THERAPEUTICSTGTX |
| 0.88% | 0.52% | $1.43亿 | 260.0万股 | $7,202.4万 | 216.8万股 | +43.2万股+19.93% | 加仓 |
 TKO GROUP HLDGS INC CLASS ATKO |
| 0.87% | 1.05% | $1.42亿 | 70.7万股 | $1.47亿 | 72.8万股 | -2.1万股-2.90% | 减仓 |
 TJXTJX |
| 0.86% | 1.38% | $1.40亿 | 92.4万股 | $1.92亿 | 120.4万股 | -28.0万股-23.22% | 减仓 |
| RREPLIGENRGEN |
| 0.85% | 0.67% | $1.38亿 | 101.2万股 | $9,400.5万 | 79.8万股 | +21.4万股+26.87% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.83% | 1.01% | $1.35亿 | 147.0万股 | $1.41亿 | 152.5万股 | -5.5万股-3.58% | 减仓 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 0.82% | 0.47% | $1.33亿 | 152.8万股 | $6,516.0万 | 97.2万股 | +55.6万股+57.25% | 加仓 |
 BOOT BARNBOOT |
| 0.81% | 0.75% | $1.31亿 | 79.8万股 | $1.05亿 | 71.8万股 | +8.0万股+11.15% | 加仓 |
 COMMVAULT SYSCVLT |
| 0.8% | 0.43% | $1.31亿 | 92.3万股 | $5,987.0万 | 76.9万股 | +15.4万股+20.09% | 加仓 |
 威廉姆斯WMB |
| 0.8% | 0.95% | $1.30亿 | 174.8万股 | $1.32亿 | 182.0万股 | -7.2万股-3.95% | 减仓 |
 VERICELVCEL |
| 0.8% | 0.35% | $1.30亿 | 291.6万股 | $4,847.8万 | 150.7万股 | +140.9万股+93.53% | 加仓 |
| UUNIVERSAL TECHNICAL INSTUTI |
| 0.79% | 0.56% | $1.28亿 | 300.1万股 | $7,772.3万 | 215.3万股 | +84.8万股+39.37% | 加仓 |
 艺康ECL |
| 0.78% | 0.9% | $1.27亿 | 45.5万股 | $1.26亿 | 47.4万股 | -1.9万股-4.10% | 减仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.77% | 0.24% | $1.25亿 | 45.8万股 | $3,358.7万 | 35.8万股 | +10.1万股+28.11% | 加仓 |
 LIVANOVALIVN |
| 0.76% | 0.58% | $1.24亿 | 150.2万股 | $8,102.8万 | 127.5万股 | +22.7万股+17.84% | 加仓 |
| MMIRION TECHNOLOGIESMIR |
| 0.74% | 0.15% | $1.20亿 | 668.5万股 | $2,071.0万 | 111.4万股 | +557.1万股+500.10% | 加仓 |
 直觉外科ISRG |
| 0.74% | 1.03% | $1.20亿 | 30.1万股 | $1.44亿 | 31.2万股 | -1.1万股-3.67% | 减仓 |
| IINTERDIGITALIDCC |
| 0.73% | 0.84% | $1.19亿 | 42.1万股 | $1.17亿 | 38.6万股 | +3.5万股+9.18% | 加仓 |
 QUANTA SVCSPWR |
| 0.72% | 0.67% | $1.18亿 | 16.3万股 | $9,343.9万 | 17.0万股 | -6,856股-4.03% | 减仓 |
| KKULICKE & SOFFA INDSKLIC |
| 0.72% | — | $1.17亿 | 87.8万股 | $0 | 0股 | +87.8万股 | 新买入 |
| BBRINKER INTLEAT |
| 0.71% | 0.63% | $1.15亿 | 68.5万股 | $8,790.8万 | 61.6万股 | +7.0万股+11.31% | 加仓 |
