 泛林集团LRCX |
| 2.81% | 1.73% | $2,757.2万 | 6.4万股 | $1,408.4万 | 6.6万股 | -2,289股-3.47% | 减仓 |
 谷歌AGOOGL |
| 2.72% | 2.68% | $2,668.7万 | 7.5万股 | $2,185.6万 | 7.6万股 | -1,328股-1.75% | 减仓 |
 科磊KLAC |
| 2.32% | 1.41% | $2,276.2万 | 7.5万股 | $1,144.5万 | 7,773股 | +6.8万股+870.59% | 加仓 |
 AMD超威AMD |
| 2.26% | 0.99% | $2,219.4万 | 3.8万股 | $802.3万 | 3.9万股 | -1,234股-3.13% | 减仓 |
 亚马逊AMZN |
| 1.88% | 2.01% | $1,848.9万 | 7.8万股 | $1,639.5万 | 7.9万股 | -1,148股-1.46% | 减仓 |
 阿斯麦ASML |
| 1.84% | 1.6% | $1,805.8万 | 9,077股 | $1,299.6万 | 1.4万股 | -4,606股-33.66% | 减仓 |
 美光科技MU |
| 1.82% | 0.66% | $1,787.5万 | 1.5万股 | $536.5万 | 1.6万股 | -395股-2.49% | 减仓 |
 Arm控股ARM |
| 1.66% | 0.88% | $1,625.5万 | 4.6万股 | $713.9万 | 4.7万股 | -1,346股-2.85% | 减仓 |
| CCOHUCOHU |
| 1.56% | 0.79% | $1,527.1万 | 20.7万股 | $640.0万 | 20.9万股 | -2,392股-1.14% | 减仓 |
 雷神技术RTX |
| 1.55% | 1.95% | $1,524.6万 | 8.0万股 | $1,585.2万 | 8.2万股 | -1,820股-2.21% | 减仓 |
 英伟达NVDA |
| 1.52% | 1.66% | $1,493.9万 | 7.5万股 | $1,350.9万 | 7.7万股 | -2,801股-3.62% | 减仓 |
 台积电TSM |
| 1.5% | 1.31% | $1,471.2万 | 3.1万股 | $1,063.1万 | 3.1万股 | -653股-2.08% | 减仓 |
 应用材料AMAT |
| 1.45% | 0.85% | $1,423.5万 | 2.0万股 | $688.4万 | 2.0万股 | -452股-2.24% | 减仓 |
 博通AVGO |
| 1.36% | 1.37% | $1,339.0万 | 3.5万股 | $1,112.3万 | 3.6万股 | -492股-1.37% | 减仓 |
 卡梅科CCJ |
| 1.35% | 1.74% | $1,320.0万 | 13.0万股 | $1,418.8万 | 13.1万股 | -1,043股-0.80% | 减仓 |
 MONOLITHIC PWR SYSMPWR |
| 1.29% | 1.27% | $1,267.9万 | 9,172股 | $1,031.9万 | 9,438股 | -266股-2.82% | 减仓 |
 苹果AAPL |
| 1.25% | 1.33% | $1,230.1万 | 4.3万股 | $1,083.3万 | 4.3万股 | -174股-0.41% | 减仓 |
 迈威尔MRVL |
| 1.2% | 0.49% | $1,179.0万 | 4.0万股 | $399.0万 | 4.0万股 | -707股-1.75% | 减仓 |
 EntergyETR |
| 1.12% | 1.34% | $1,100.0万 | 9.6万股 | $1,090.6万 | 9.7万股 | -1,291股-1.33% | 减仓 |
| OONTO INNOVATIONONTO |
| 1.12% | 0.74% | $1,098.3万 | 2.9万股 | $601.6万 | 2.9万股 | -316股-1.08% | 减仓 |
 微软MSFT |
| 1.11% | 1.33% | $1,090.8万 | 2.9万股 | $1,086.7万 | 2.9万股 | -115股-0.39% | 减仓 |
 Arista网络ANET |
| 1.06% | 0.95% | $1,041.2万 | 6.1万股 | $773.3万 | 6.3万股 | -1,686股-2.68% | 减仓 |
 林德LIN |
| 1.06% | 1.22% | $1,035.2万 | 2.0万股 | $996.2万 | 2.0万股 | -147股-0.73% | 减仓 |
| TTETRA TECHNOLOGIES DELTTI |
| 1.03% | 0.94% | $1,008.4万 | 89.0万股 | $764.1万 | 89.7万股 | -6,792股-0.76% | 减仓 |
| TTERADYNETER |
| 0.99% | — | $975.1万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 VertivVRT |
| 0.98% | 0.9% | $958.7万 | 2.9万股 | $734.2万 | 2.9万股 | -668股-2.28% | 减仓 |
 捷普JBL |
| 0.96% | 0.8% | $941.0万 | 2.4万股 | $653.8万 | 2.5万股 | -202股-0.82% | 减仓 |
 希捷STX |
| 0.86% | — | $845.6万 | 8,763股 | $0 | 0股 | +8,763股 | 新买入 |
 慧与HPEHPE |
| 0.86% | 0.74% | $845.3万 | 18.7万股 | $600.0万 | 25.2万股 | -6.5万股-25.63% | 减仓 |
 礼来LLY |
| 0.82% | 0.77% | $809.3万 | 6,747股 | $624.3万 | 6,787股 | -40股-0.59% | 减仓 |
| AAARAIR |
| 0.82% | 0.76% | $805.4万 | 5.6万股 | $619.9万 | 5.7万股 | -282股-0.50% | 减仓 |
| VValaris LTD Non-Tradeable AssetVAL |
| 0.78% | 1.27% | $761.9万 | 10.5万股 | $1,037.5万 | 10.6万股 | -881股-0.83% | 减仓 |
 LANTHEUSLNTH |
| 0.77% | 0.8% | $754.0万 | 6.8万股 | $648.3万 | 8.5万股 | -1.8万股-20.49% | 减仓 |
 CVS健康CVS |
| 0.76% | 0.64% | $743.6万 | 7.2万股 | $520.1万 | 7.2万股 | -544股-0.75% | 减仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.72% | 0.69% | $708.7万 | 2.8万股 | $561.9万 | 2.8万股 | -100股-0.35% | 减仓 |
| V先锋领航指数基金VOO |
| 0.72% | 0.75% | $702.5万 | 1.0万股 | $610.4万 | 1.0万股 | +13股+0.13% | 加仓 |
 万事达MA |
| 0.69% | 0.8% | $673.9万 | 1.3万股 | $654.2万 | 1.3万股 | +29股+0.22% | 加仓 |
 TD SYNNEXSNX |
| 0.65% | 0.51% | $638.7万 | 2.4万股 | $412.6万 | 2.4万股 | -568股-2.32% | 减仓 |
 波音BA |
| 0.64% | 0.71% | $629.6万 | 2.9万股 | $581.1万 | 2.9万股 | -113股-0.39% | 减仓 |
| FFABRINETFN |
| 0.64% | — | $628.5万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 派克汉尼汾PH |
| 0.64% | 0.7% | $625.4万 | 6,393股 | $571.9万 | 6,388股 | +5股+0.08% | 加仓 |
| WWEATHERFORD INTLWFRD |
| 0.63% | 0.89% | $622.8万 | 7.6万股 | $727.6万 | 7.7万股 | -520股-0.68% | 减仓 |
| CCORCEPT THERAPEUTICSCORT |
| 0.6% | 0.34% | $593.0万 | 6.8万股 | $276.6万 | 6.9万股 | -429股-0.63% | 减仓 |
 VALERO ENERGY COMVLO |
| 0.58% | 0.67% | $565.3万 | 2.2万股 | $549.1万 | 2.2万股 | -518股-2.33% | 减仓 |
 Citizens金融CFG |
| 0.56% | 0.58% | $552.6万 | 7.9万股 | $473.4万 | 7.9万股 | -68股-0.09% | 减仓 |
 GSK SPONSORED ADRGSK |
| 0.56% | 0.71% | $551.1万 | 10.5万股 | $580.5万 | 10.5万股 | -52股-0.05% | 减仓 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 0.56% | 0.53% | $546.2万 | 6.3万股 | $429.4万 | 6.4万股 | -1,263股-1.97% | 减仓 |
 斯伦贝谢SLB |
| 0.55% | 0.74% | $540.1万 | 11.6万股 | $600.5万 | 11.7万股 | -674股-0.58% | 减仓 |
 KNIGHT-SWIFT TRANSN CL AKNX |
| 0.54% | 0.49% | $529.6万 | 6.8万股 | $399.7万 | 6.9万股 | -1,417股-2.04% | 减仓 |
 ARCHER DANIELS MIDLAND COMADM |
| 0.54% | 0.63% | $528.8万 | 6.9万股 | $514.4万 | 7.1万股 | -1,555股-2.20% | 减仓 |
