 ON SEMICONDUCTOR COMON |
| 5.06% | 3.81% | $1,589.3万 | 16.8万股 | $1,059.5万 | 17.1万股 | -3,002股-1.75% | 减仓 |
 卡特彼勒CAT |
| 4.47% | 3.41% | $1,405.3万 | 1.3万股 | $949.1万 | 1.3万股 | -200股-1.49% | 减仓 |
 亚马逊AMZN |
| 3.41% | 3.4% | $1,071.1万 | 4.5万股 | $946.7万 | 4.5万股 | -516股-1.14% | 减仓 |
 QUANTA SVCSPWR |
| 3.26% | 2.94% | $1,024.8万 | 1.4万股 | $817.8万 | 1.5万股 | -663股-4.45% | 减仓 |
 迈威尔MRVL |
| 3.21% | 1.29% | $1,009.5万 | 3.4万股 | $358.6万 | 3.6万股 | -2,312股-6.39% | 减仓 |
| IiShares安硕信托SGOV |
| 2.99% | 2.47% | $938.8万 | 9.3万股 | $686.3万 | 6.8万股 | +2.5万股+36.78% | 加仓 |
| SSPDR道富系列信托BIL |
| 2.86% | 2.76% | $899.4万 | 9.8万股 | $769.1万 | 8.4万股 | +1.4万股+16.94% | 加仓 |
 摩根大通JPM |
| 2.38% | 2.43% | $746.1万 | 2.3万股 | $677.1万 | 2.3万股 | -226股-0.98% | 减仓 |
 谷歌AGOOGL |
| 2.17% | 1.97% | $681.9万 | 1.9万股 | $548.8万 | 1.9万股 | -5股-0.03% | 减仓 |
 联邦快递FDX |
| 1.93% | 2.5% | $607.4万 | 1.9万股 | $697.0万 | 2.0万股 | -172股-0.88% | 减仓 |
 台积电TSM |
| 1.92% | 1.54% | $602.6万 | 1.3万股 | $429.8万 | 1.3万股 | -101股-0.79% | 减仓 |
 特斯拉TSLA |
| 1.82% | 1.81% | $570.4万 | 1.4万股 | $502.5万 | 1.4万股 | +46股+0.34% | 加仓 |
 AMGEN COMAMGN |
| 1.53% | 1.68% | $479.6万 | 1.3万股 | $468.7万 | 1.3万股 | -76股-0.57% | 减仓 |
 CrowdStrikeCRWD |
| 1.52% | 0.93% | $477.6万 | 6,258股 | $260.1万 | 6,662股 | -404股-6.06% | 减仓 |
 雷神技术RTX |
| 1.52% | 1.75% | $477.3万 | 2.5万股 | $486.7万 | 2.5万股 | -73股-0.29% | 减仓 |
 苹果AAPL |
| 1.48% | 1.46% | $465.5万 | 1.6万股 | $406.7万 | 1.6万股 | +62股+0.39% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.45% | 1.73% | $455.2万 | 9,915股 | $482.7万 | 9,955股 | -40股-0.40% | 减仓 |
| GGRUPO AEROPORTUNARIO DEL PACPAC |
| 1.44% | 1.55% | $451.3万 | 1.8万股 | $431.1万 | 1.7万股 | +364股+2.08% | 加仓 |
 嘉信理财SCHW |
| 1.39% | 1.62% | $437.8万 | 4.7万股 | $450.9万 | 4.8万股 | -525股-1.09% | 减仓 |
 Meta平台META |
| 1.19% | 1.42% | $374.5万 | 6,649股 | $394.3万 | 6,892股 | -243股-3.53% | 减仓 |
 默沙东MRK |
| 1.16% | 1.24% | $362.8万 | 2.8万股 | $345.1万 | 2.9万股 | -456股-1.59% | 减仓 |
| FFIGSFIGS |
| 1.11% | 1.82% | $349.2万 | 34.1万股 | $506.6万 | 34.3万股 | -1,645股-0.48% | 减仓 |
 DatadogDDOG |
| 1.08% | 0.59% | $340.6万 | 1.3万股 | $163.0万 | 1.4万股 | -727股-5.27% | 减仓 |
 英伟达NVDA |
| 1.08% | 1.12% | $339.1万 | 1.7万股 | $310.5万 | 1.8万股 | -855股-4.80% | 减仓 |
 VisaV |
| 1.04% | 1.07% | $326.8万 | 9,525股 | $296.6万 | 9,815股 | -290股-2.95% | 减仓 |
 博通AVGO |
| 1.04% | 1.04% | $325.8万 | 8,625股 | $289.9万 | 9,366股 | -741股-7.91% | 减仓 |
 阿斯麦ASML |
| 0.95% | 0.72% | $299.8万 | 1,507股 | $199.0万 | 1,507股 | 00.00% | 持仓不变 |
 自由港麦克莫兰FCX |
| 0.95% | 1.04% | $298.8万 | 4.8万股 | $290.6万 | 4.9万股 | -1,922股-3.89% | 减仓 |
 AVALONBAY CMNTYS INC REITAVB |
| 0.93% | 0.92% | $291.0万 | 1.5万股 | $254.7万 | 1.6万股 | -168股-1.08% | 减仓 |
 Arista网络ANET |
| 0.9% | 0.66% | $283.3万 | 1.7万股 | $182.6万 | 1.5万股 | +1,809股+12.17% | 加仓 |
 CloudflareNET |
| 0.83% | 0.8% | $259.7万 | 1.1万股 | $222.7万 | 1.1万股 | -205股-1.90% | 减仓 |
 思科CSCO |
| 0.8% | 0.59% | $250.1万 | 2.1万股 | $164.2万 | 2.1万股 | +129股+0.61% | 加仓 |
 GRUPO AEROPORTUARIO DEL CENTOMAB |
| 0.79% | 0.78% | $249.5万 | 2.2万股 | $217.7万 | 1.9万股 | +3,090股+16.29% | 加仓 |
 好市多COST |
| 0.77% | 0.91% | $242.0万 | 2,587股 | $253.4万 | 2,543股 | +44股+1.73% | 加仓 |
 L3哈里斯LHX |
| 0.73% | 0.95% | $230.8万 | 7,943股 | $263.3万 | 7,630股 | +313股+4.10% | 加仓 |
 迪尔DE |
| 0.73% | 0.75% | $229.5万 | 3,618股 | $209.2万 | 3,714股 | -96股-2.58% | 减仓 |
| SSentinelone INC CLASS A CORP COMMONS |
| 0.71% | 0.49% | $224.1万 | 13.2万股 | $136.5万 | 10.6万股 | +2.6万股+24.62% | 加仓 |
 OLD DOMINION FREIGHT LINE INODFL |
| 0.71% | 0.7% | $223.3万 | 1.0万股 | $196.0万 | 1.0万股 | +279股+2.78% | 加仓 |
 直觉外科ISRG |
| 0.71% | 0.73% | $222.3万 | 5,589股 | $202.5万 | 4,392股 | +1,197股+27.25% | 加仓 |
 AMD超威AMD |
| 0.68% | 0.27% | $213.2万 | 3,670股 | $75.9万 | 3,733股 | -63股-1.69% | 减仓 |
 微软MSFT |
| 0.62% | 0.65% | $194.1万 | 5,203股 | $181.0万 | 4,890股 | +313股+6.40% | 加仓 |
 VAIL RESORTSMTN |
| 0.61% | 0.7% | $190.1万 | 1.4万股 | $195.0万 | 1.5万股 | -1,229股-8.09% | 减仓 |
 NETFLIXNFLX |
| 0.6% | 0.69% | $187.9万 | 2.6万股 | $193.3万 | 2.0万股 | +6,219股+30.93% | 加仓 |
 CORPORACION AMER ARPTSCAAP |
| 0.58% | 0.69% | $180.6万 | 7.2万股 | $191.5万 | 7.6万股 | -3,969股-5.24% | 减仓 |
 礼来LLY |
| 0.58% | 0.52% | $180.6万 | 1,506股 | $144.1万 | 1,567股 | -61股-3.89% | 减仓 |
 MERCADOLIBRE COMMELI |
| 0.57% | 0.64% | $179.1万 | 1,055股 | $179.3万 | 1,037股 | +18股+1.74% | 加仓 |
 凯悦H |
| 0.56% | 0.47% | $176.8万 | 9,123股 | $131.5万 | 9,144股 | -21股-0.23% | 减仓 |
 AIRBNB COM CL AABNB |
| 0.56% | 0.58% | $176.6万 | 1.2万股 | $161.2万 | 1.3万股 | -426股-3.34% | 减仓 |
 ShopifySHOP |
| 0.56% | 0.68% | $175.3万 | 1.5万股 | $190.2万 | 1.6万股 | -677股-4.22% | 减仓 |
 甲骨文ORCL |
| 0.55% | 0.62% | $171.4万 | 1.2万股 | $173.9万 | 1.2万股 | -121股-1.02% | 减仓 |
