 苹果AAPL |
| 4.57% | 4.97% | $2,487.0万 | 8.6万股 | $2,209.6万 | 8.7万股 | -1,115股-1.28% | 减仓 |
 英伟达NVDA |
| 4.32% | 4.9% | $2,347.5万 | 11.7万股 | $2,176.4万 | 12.5万股 | -7,472股-5.99% | 减仓 |
 科磊KLAC |
| 3.82% | 2.93% | $2,076.3万 | 6.9万股 | $1,299.8万 | 8,828股 | +6.0万股+679.54% | 加仓 |
 泛林集团LRCX |
| 3.59% | 2.93% | $1,951.3万 | 4.5万股 | $1,303.1万 | 6.1万股 | -1.6万股-26.17% | 减仓 |
 礼来LLY |
| 2.93% | — | $1,592.1万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 GE VernovaGEV |
| 2.88% | 1.93% | $1,568.7万 | 1.3万股 | $855.9万 | 9,805股 | +3,547股+36.18% | 加仓 |
 VertivVRT |
| 2.84% | 3.41% | $1,545.0万 | 4.6万股 | $1,513.9万 | 6.0万股 | -1.4万股-23.62% | 减仓 |
| AARGANAGX |
| 2.72% | 3.04% | $1,478.8万 | 1.9万股 | $1,349.3万 | 2.5万股 | -6,255股-25.25% | 减仓 |
 艾伯维ABBV |
| 2.71% | 2.9% | $1,475.5万 | 5.9万股 | $1,289.0万 | 5.9万股 | -634股-1.07% | 减仓 |
| SSANDISK COMSNDK |
| 2.56% | — | $1,394.0万 | 6,131股 | $0 | 0股 | +6,131股 | 新买入 |
 百时美施贵宝BMY |
| 2.41% | 3.06% | $1,311.3万 | 22.8万股 | $1,358.6万 | 22.4万股 | +3,584股+1.60% | 加仓 |
 ALTRIAMO |
| 2.3% | 2.55% | $1,253.3万 | 17.4万股 | $1,131.4万 | 17.1万股 | +2,740股+1.60% | 加仓 |
 博通AVGO |
| 2.28% | 2.11% | $1,239.7万 | 3.3万股 | $939.7万 | 3.0万股 | +2,457股+8.09% | 加仓 |
| CCHENIERE ENERGY PARTNERS LP COM UNITCQP |
| 2.2% | 1.09% | $1,194.2万 | 19.6万股 | $484.7万 | 7.5万股 | +12.1万股+161.25% | 加仓 |
 PALO ALTOPANW |
| 2.19% | — | $1,189.7万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
 Arista网络ANET |
| 2.17% | 2.09% | $1,181.1万 | 7.0万股 | $930.2万 | 7.6万股 | -6,237股-8.23% | 减仓 |
| MMYRMYRG |
| 2.16% | 1.75% | $1,177.2万 | 2.4万股 | $776.9万 | 2.8万股 | -3,991股-14.50% | 减仓 |
 F5FFIV |
| 2.14% | — | $1,162.2万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
 TapestryTPR |
| 2.11% | 2.9% | $1,147.6万 | 7.8万股 | $1,287.0万 | 9.1万股 | -1.3万股-14.04% | 减仓 |
 ANTERO MIDSTREAMAM |
| 1.98% | 2.4% | $1,078.8万 | 47.4万股 | $1,064.2万 | 46.7万股 | +7,464股+1.60% | 加仓 |
| SSTERLING INFRASTRUCTURESTRL |
| 1.93% | 1.22% | $1,047.7万 | 1.2万股 | $544.3万 | 1.3万股 | -882股-6.60% | 减仓 |
 TECHNIPFMC COMFTI |
| 1.88% | 2.56% | $1,020.7万 | 15.4万股 | $1,136.2万 | 16.4万股 | -1.0万股-6.33% | 减仓 |
| AAPPLOVINAPP |
| 1.78% | 1.66% | $970.6万 | 1.9万股 | $738.0万 | 1.9万股 | +296股+1.60% | 加仓 |
 CF INDSCF |
| 1.68% | 1.33% | $914.6万 | 8.4万股 | $591.0万 | 4.6万股 | +3.9万股+85.60% | 加仓 |
 希捷STX |
| 1.62% | 1.81% | $878.6万 | 9,105股 | $805.3万 | 2.1万股 | -1.1万股-55.71% | 减仓 |
| NNextPowerNXT |
| 1.6% | 2.29% | $871.2万 | 7.3万股 | $1,016.0万 | 8.4万股 | -1.1万股-13.24% | 减仓 |
 洛克希德马丁LMT |
| 1.57% | 2.25% | $856.2万 | 1.7万股 | $999.8万 | 1.7万股 | +264股+1.60% | 加仓 |
 MCKESSON COMMCK |
| 1.55% | 2.14% | $843.2万 | 1.1万股 | $950.9万 | 1.1万股 | +172股+1.57% | 加仓 |
 ARCHER DANIELS MIDLAND COMADM |
| 1.46% | 1.67% | $793.8万 | 10.4万股 | $743.3万 | 10.2万股 | +1,636股+1.60% | 加仓 |
 NetAppNTAP |
| 1.4% | 1.4% | $761.3万 | 4.9万股 | $619.9万 | 6.1万股 | -1.1万股-18.74% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 1.39% | 2.59% | $757.7万 | 6.0万股 | $1,150.8万 | 8.3万股 | -2.3万股-27.37% | 减仓 |
| PPOWELL INDSPOWL |
| 1.37% | 1.04% | $745.6万 | 2.6万股 | $462.2万 | 8,543股 | +1.7万股+204.78% | 加仓 |
 ExelixisEXEL |
| 1.34% | — | $728.7万 | 13.4万股 | $0 | 0股 | +13.4万股 | 新买入 |
 EMCOREME |
| 1.33% | 1.42% | $722.8万 | 8,710股 | $633.0万 | 8,574股 | +136股+1.59% | 加仓 |
 万事达MA |
| 1.33% | 1.93% | $722.3万 | 1.4万股 | $858.8万 | 1.7万股 | -3,124股-18.18% | 减仓 |
 ExpediaEXPE |
| 1.3% | 1.42% | $708.4万 | 2.8万股 | $629.2万 | 2.7万股 | +436股+1.60% | 加仓 |
 威瑞信VRSN |
| 1.29% | 1.54% | $704.2万 | 2.8万股 | $684.3万 | 2.8万股 | +440股+1.60% | 加仓 |
 VisaV |
| 1.27% | 1.35% | $691.3万 | 2.0万股 | $599.5万 | 2.0万股 | +316股+1.59% | 加仓 |
 BOOKING COMBKNG |
| 1.25% | 1.67% | $680.5万 | 3.8万股 | $742.3万 | 1,763股 | +3.6万股+2,065.63% | 加仓 |
 MEDPACEMEDP |
| 1.22% | 1.33% | $663.5万 | 1.3万股 | $592.2万 | 1.2万股 | +196股+1.59% | 加仓 |
 TUTOR PERINITPC |
| 1.13% | 1.27% | $615.8万 | 7.4万股 | $563.9万 | 7.3万股 | +1,168股+1.60% | 加仓 |
 欧特克ADSK |
| 1.06% | 1.58% | $578.3万 | 3.0万股 | $700.9万 | 2.9万股 | +468股+1.60% | 加仓 |
 南方铜业SCCO |
| 1.01% | 1.19% | $550.1万 | 3.2万股 | $529.3万 | 3.1万股 | +805股+2.62% | 加仓 |
 BroadridgeBR |
| 1% | 1.44% | $546.1万 | 4.0万股 | $637.7万 | 3.9万股 | +624股+1.59% | 加仓 |
 高露洁CL |
| 1% | 2.55% | $545.8万 | 6.0万股 | $1,132.7万 | 13.3万股 | -7.3万股-55.21% | 减仓 |
| AAZZAZZ |
| 1% | 1.3% | $543.3万 | 3.5万股 | $575.5万 | 4.6万股 | -1.1万股-23.81% | 减仓 |
 NEW YORK TIMES MTN BENYT |
| 0.99% | 1.43% | $538.6万 | 7.7万股 | $634.3万 | 7.6万股 | +1,212股+1.60% | 加仓 |
| Q高通QCOM |
| 0.99% | 1.42% | $538.0万 | 2.9万股 | $629.1万 | 4.9万股 | -2.0万股-40.40% | 减仓 |
 AMGEN COMAMGN |
| 0.93% | 1.09% | $508.5万 | 1.4万股 | $486.3万 | 1.4万股 | +220股+1.59% | 加仓 |
 卡地纳健康CAH |
| 0.9% | 0.97% | $491.6万 | 2.1万股 | $430.4万 | 2.0万股 | +324股+1.59% | 加仓 |
