 AMD超威AMD |
| 5.93% | 5.27% | $1,748.5万 | 3.0万股 | $1,572.7万 | 7.7万股 | -4.7万股-61.07% | 减仓 |
 AMGEN COMAMGN |
| 5.76% | 5.66% | $1,699.2万 | 4.7万股 | $1,689.5万 | 4.8万股 | -1,094股-2.28% | 减仓 |
| RRLIRLI |
| 5.66% | 5.4% | $1,669.3万 | 28.3万股 | $1,612.3万 | 28.3万股 | -64股-0.02% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 5.62% | 2.79% | $1,657.4万 | 6.5万股 | $833.0万 | 5.5万股 | +9,893股+17.91% | 加仓 |
 RENAISSANCERE COMRNR |
| 5.27% | 5.7% | $1,552.8万 | 4.9万股 | $1,700.7万 | 5.7万股 | -8,219股-14.36% | 减仓 |
 CHUBB LIMITEDCB |
| 5.22% | 5.74% | $1,540.0万 | 4.5万股 | $1,714.7万 | 5.3万股 | -7,412股-14.09% | 减仓 |
 德文能源DVN |
| 5.17% | 7.62% | $1,525.4万 | 36.9万股 | $2,276.5万 | 45.2万股 | -8.3万股-18.40% | 减仓 |
 百时美施贵宝BMY |
| 5.05% | 5.33% | $1,489.5万 | 25.9万股 | $1,590.1万 | 26.2万股 | -3,672股-1.40% | 减仓 |
 United TherapeuticsUTHR |
| 5.01% | 8.38% | $1,477.7万 | 2.7万股 | $2,502.0万 | 4.2万股 | -1.5万股-35.36% | 减仓 |
 ServiceNowNOW |
| 4.73% | — | $1,393.4万 | 14.0万股 | $0 | 0股 | +14.0万股 | 新买入 |
 Arista网络ANET |
| 4.65% | 3.24% | $1,371.8万 | 8.1万股 | $966.2万 | 7.9万股 | +2,063股+2.62% | 加仓 |
 VisaV |
| 4.51% | 4.55% | $1,329.2万 | 3.9万股 | $1,358.1万 | 4.5万股 | -6,193股-13.78% | 减仓 |
 REDDIT CL ARDDT |
| 4.19% | 2.45% | $1,234.7万 | 7.1万股 | $732.3万 | 5.4万股 | +1.7万股+30.79% | 加仓 |
 ShopifySHOP |
| 4.14% | 4.07% | $1,222.0万 | 10.7万股 | $1,213.9万 | 10.2万股 | +4,690股+4.58% | 加仓 |
 优步UBER |
| 4.14% | 3.45% | $1,220.5万 | 16.9万股 | $1,029.5万 | 14.3万股 | +2.6万股+18.18% | 加仓 |
 万事达MA |
| 4.13% | 4.49% | $1,216.8万 | 2.4万股 | $1,341.2万 | 2.7万股 | -3,149股-11.73% | 减仓 |
 超微电脑SMCI |
| 3.87% | 2.73% | $1,141.2万 | 38.9万股 | $816.1万 | 35.8万股 | +3.1万股+8.56% | 加仓 |
 美敦力MDT |
| 3.82% | 2.6% | $1,126.1万 | 14.4万股 | $775.0万 | 8.9万股 | +5.5万股+60.94% | 加仓 |
 AMERICAN INTL COM NEWAIG |
| 3.76% | 3.95% | $1,109.2万 | 14.9万股 | $1,178.7万 | 15.7万股 | -7,821股-4.99% | 减仓 |
| XX-ENERGY INCXE |
| 2.31% | — | $679.7万 | 37.0万股 | $0 | 0股 | +37.0万股 | 新买入 |
| HHEALTH CATALYST INC COMHCAT |
| 2.01% | 0.8% | $592.3万 | 297.6万股 | $238.3万 | 187.6万股 | +110.0万股+58.62% | 加仓 |
 PIEDMONT REALTY TRUSTPDM |
| 1.5% | 0.7% | $442.2万 | 48.3万股 | $209.8万 | 31.9万股 | +16.4万股+51.32% | 加仓 |
 NATIONAL HEALTH INVSNHI |
| 1.05% | 1.12% | $310.9万 | 4.1万股 | $335.5万 | 4.1万股 | -721股-1.74% | 减仓 |
 IRON MTN DEL COMIRM |
| 0.94% | 0.77% | $278.3万 | 2.2万股 | $230.1万 | 2.3万股 | -498股-2.21% | 减仓 |
 南方电力SO |
| 0.81% | 0.82% | $238.3万 | 2.5万股 | $245.4万 | 2.5万股 | -525股-2.07% | 减仓 |
 杜克能源DUK |
| 0.37% | 0.38% | $109.0万 | 8,611股 | $113.6万 | 8,675股 | -64股-0.74% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.27% | 0.26% | $78.3万 | 1.5万股 | $78.0万 | 1.5万股 | +73股+0.47% | 加仓 |
| B贝莱德·DEBT STRATEGIES FDDSU |
| 0.1% | 0.06% | $28.8万 | 3.0万股 | $16.9万 | 1.8万股 | +1.2万股+68.00% | 加仓 |
