 英伟达NVDA |
| 5.93% | 5.63% | $4,185.8万 | 20.9万股 | $3,521.0万 | 20.2万股 | +7,303股+3.62% | 加仓 |
 谷歌AGOOGL |
| 4.61% | 4.04% | $3,252.5万 | 9.1万股 | $2,529.8万 | 8.8万股 | +3,036股+3.45% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 4.19% | 3.97% | $2,953.5万 | 6.4万股 | $2,481.4万 | 5.1万股 | +1.3万股+25.27% | 加仓 |
 苹果AAPL |
| 3.91% | 3.69% | $2,756.9万 | 9.5万股 | $2,306.4万 | 9.1万股 | +4,397股+4.84% | 加仓 |
 博通AVGO |
| 3.86% | 3.4% | $2,724.7万 | 7.2万股 | $2,123.6万 | 6.9万股 | +3,518股+5.13% | 加仓 |
 美光科技MU |
| 3.24% | 1.04% | $2,287.8万 | 2.0万股 | $649.9万 | 1.9万股 | +582股+3.03% | 加仓 |
 SENSATA TECHNOLOGIES PLST |
| 2.86% | 1.7% | $2,020.5万 | 42.4万股 | $1,063.2万 | 30.2万股 | +12.2万股+40.37% | 加仓 |
 泛林集团LRCX |
| 2.72% | 2.07% | $1,921.9万 | 4.4万股 | $1,297.3万 | 6.1万股 | -1.6万股-26.96% | 减仓 |
 微软MSFT |
| 2.31% | 2.5% | $1,631.8万 | 4.4万股 | $1,565.4万 | 4.2万股 | +1,455股+3.44% | 加仓 |
 台积电TSM |
| 2.2% | 1.71% | $1,550.6万 | 3.2万股 | $1,066.5万 | 3.2万股 | +912股+2.89% | 加仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 2.02% | 1.62% | $1,428.4万 | 14.9万股 | $1,014.7万 | 14.0万股 | +8,570股+6.12% | 加仓 |
 明晟MSCI |
| 1.8% | 1.25% | $1,271.7万 | 2.3万股 | $782.9万 | 1.5万股 | +8,183股+56.34% | 加仓 |
 亚马逊AMZN |
| 1.79% | 1.71% | $1,265.5万 | 5.3万股 | $1,068.4万 | 5.1万股 | +1,800股+3.51% | 加仓 |
 BANK OF N T BUTTERFIELD & SON SHS NEWNTB |
| 1.74% | 1.73% | $1,223.9万 | 20.6万股 | $1,081.0万 | 20.6万股 | -280股-0.14% | 减仓 |
 罗克韦尔自动化ROK |
| 1.73% | — | $1,220.9万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 好事达ALL |
| 1.66% | 1.58% | $1,168.0万 | 4.9万股 | $986.7万 | 4.8万股 | +1,500股+3.15% | 加仓 |
 科磊KLAC |
| 1.62% | 1.78% | $1,143.2万 | 3.8万股 | $1,115.9万 | 7,579股 | +3.0万股+399.93% | 加仓 |
 IDEXX LABS COMIDXX |
| 1.37% | 1.59% | $964.7万 | 1.8万股 | $995.4万 | 1.8万股 | +610股+3.44% | 加仓 |
 NETFLIXNFLX |
| 1.27% | 1.87% | $896.3万 | 12.6万股 | $1,167.2万 | 12.1万股 | +4,140股+3.41% | 加仓 |
 穆迪MCO |
| 1.21% | 1.27% | $852.2万 | 1.9万股 | $792.9万 | 1.8万股 | +640股+3.52% | 加仓 |
 万事达MA |
| 1.2% | 0.83% | $844.3万 | 1.6万股 | $519.5万 | 1.0万股 | +6,042股+58.11% | 加仓 |
 安费诺APH |
| 1.17% | — | $823.0万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
 MCKESSON COMMCK |
| 1.13% | 1.41% | $797.7万 | 1.1万股 | $881.5万 | 1.0万股 | +370股+3.63% | 加仓 |
 NetEase, Inc. ADRNTES |
| 1.13% | 1% | $796.1万 | 6.2万股 | $624.0万 | 5.6万股 | +6,680股+11.98% | 加仓 |
| IITURAN LOCATION AND CONTROL SHSITRN |
| 1.12% | 0.99% | $790.6万 | 13.0万股 | $620.9万 | 12.7万股 | +2,900股+2.29% | 加仓 |
| MMUELLER INDSMLI |
| 1.04% | 0.45% | $731.8万 | 5.9万股 | $281.1万 | 2.5万股 | +3.4万股+134.48% | 加仓 |
 艾伯维ABBV |
| 1.03% | — | $727.7万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 阿斯麦ASML |
| 1.01% | 0.39% | $716.0万 | 4,186股 | $243.2万 | 1,841股 | +2,345股+127.38% | 加仓 |
| FFUTU SPON ADS CL AFUTU |
| 1.01% | 1.02% | $709.1万 | 7.5万股 | $635.6万 | 4.6万股 | +2.9万股+61.86% | 加仓 |
| CCOMFORT SYS USAFIX |
| 0.96% | 0.73% | $673.9万 | 3,400股 | $454.4万 | 3,295股 | +105股+3.19% | 加仓 |
 Host酒店HST |
| 0.94% | 0.83% | $665.1万 | 28.1万股 | $519.3万 | 27.1万股 | +9,481股+3.50% | 加仓 |
 LEIDOS COMLDOS |
| 0.92% | 1.44% | $645.8万 | 6.3万股 | $901.8万 | 5.8万股 | +4,730股+8.16% | 加仓 |
 阿默普莱斯AMP |
| 0.86% | — | $605.5万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| MMKSMKSI |
| 0.82% | — | $579.6万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 AERCAP SHSAER |
| 0.81% | — | $571.9万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
 切尼尔能源LNG |
| 0.8% | 1.03% | $564.6万 | 2.4万股 | $646.5万 | 2.3万股 | +840股+3.69% | 加仓 |
 MAPLEBEAR COMCART |
| 0.78% | 0.67% | $548.4万 | 11.6万股 | $419.2万 | 11.2万股 | +3,899股+3.48% | 加仓 |
| RROLLINS COMROL |
| 0.77% | 1.07% | $539.8万 | 12.9万股 | $667.7万 | 12.5万股 | +4,310股+3.45% | 加仓 |
 ExelixisEXEL |
| 0.75% | 0.65% | $531.8万 | 9.8万股 | $405.1万 | 9.4万股 | +3,307股+3.50% | 加仓 |
 TECHNIPFMC COMFTI |
| 0.75% | 0.85% | $525.8万 | 7.9万股 | $529.3万 | 7.7万股 | +2,740股+3.58% | 加仓 |
 TapestryTPR |
| 0.74% | — | $525.1万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
 EAST WEST BANCORPEWBC |
| 0.73% | 0.66% | $513.1万 | 4.0万股 | $410.5万 | 3.8万股 | +1,290股+3.35% | 加仓 |
 Meta平台META |
| 0.73% | 2.14% | $512.9万 | 9,105股 | $1,338.2万 | 2.3万股 | -1.4万股-61.07% | 减仓 |
| AAT&TT |
| 0.72% | 1.1% | $510.5万 | 24.7万股 | $690.5万 | 23.8万股 | +8,440股+3.54% | 加仓 |
 AFFILIATED MANAGERSAMG |
| 0.71% | — | $497.7万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 LAUDER ESTEE COS CL AEL |
| 0.68% | — | $482.8万 | 6.1万股 | $0 | 0股 | +6.1万股 | 新买入 |
 POPULARBPOP |
| 0.67% | 0.6% | $473.0万 | 2.9万股 | $373.1万 | 2.8万股 | +1,000股+3.60% | 加仓 |
 福克斯FOXA |
| 0.66% | 1.26% | $465.9万 | 8.9万股 | $789.6万 | 13.5万股 | -4.6万股-33.93% | 减仓 |
| BBECTON DICKINSON & COMBDX |
| 0.65% | — | $462.0万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
 ANTERO MIDSTREAMAM |
| 0.65% | 0.71% | $455.8万 | 20.0万股 | $441.3万 | 19.4万股 | +6,807股+3.52% | 加仓 |
