 谷歌AGOOGL |
| 5.49% | 4.25% | $1.74亿 | 48.6万股 | $1.21亿 | 42.2万股 | +6.4万股+15.08% | 加仓 |
 苹果AAPL |
| 5.04% | 4.96% | $1.60亿 | 55.2万股 | $1.42亿 | 55.9万股 | -7,322股-1.31% | 减仓 |
 英伟达NVDA |
| 3.74% | 3.94% | $1.18亿 | 59.1万股 | $1.13亿 | 64.6万股 | -5.5万股-8.45% | 减仓 |
 亚马逊AMZN |
| 3.63% | 4.18% | $1.15亿 | 48.2万股 | $1.19亿 | 57.4万股 | -9.1万股-15.94% | 减仓 |
 微软MSFT |
| 3.05% | 5.45% | $9,658.2万 | 25.9万股 | $1.56亿 | 42.0万股 | -16.2万股-38.41% | 减仓 |
 博通AVGO |
| 2.45% | 2.45% | $7,765.3万 | 20.6万股 | $6,991.2万 | 22.6万股 | -2.0万股-8.99% | 减仓 |
 卡梅科CCJ |
| 2.04% | 2.25% | $6,468.9万 | 63.6万股 | $6,436.5万 | 59.3万股 | +4.3万股+7.32% | 加仓 |
 沃尔玛WMT |
| 1.91% | 2.27% | $6,043.7万 | 53.4万股 | $6,486.3万 | 52.2万股 | +1.2万股+2.24% | 加仓 |
 AMD超威AMD |
| 1.84% | 0.64% | $5,811.7万 | 10.0万股 | $1,826.8万 | 9.0万股 | +1.0万股+11.41% | 加仓 |
 VisaV |
| 1.76% | 1.43% | $5,578.1万 | 16.3万股 | $4,082.0万 | 13.5万股 | +2.8万股+20.38% | 加仓 |
 WASTE MGMT DELWM |
| 1.76% | 1.86% | $5,560.9万 | 25.0万股 | $5,324.3万 | 23.2万股 | +1.8万股+7.68% | 加仓 |
| BBANK OF AMERBAC |
| 1.75% | 1.66% | $5,526.6万 | 97.0万股 | $4,753.5万 | 97.5万股 | -5,160股-0.53% | 减仓 |
 PALO ALTOPANW |
| 1.59% | 1.11% | $5,047.1万 | 14.8万股 | $3,172.7万 | 19.8万股 | -5.0万股-25.21% | 减仓 |
 艾默生电气EMR |
| 1.52% | 1.39% | $4,812.7万 | 33.6万股 | $3,964.7万 | 30.3万股 | +3.4万股+11.10% | 加仓 |
 GE VernovaGEV |
| 1.42% | 1.44% | $4,503.8万 | 3.8万股 | $4,126.6万 | 4.7万股 | -8,940股-18.91% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 1.41% | 0.51% | $4,476.7万 | 11.9万股 | $1,454.0万 | 5.2万股 | +6.7万股+127.94% | 加仓 |
 TELEDYNE TECHNOLOGIESTDY |
| 1.39% | 1.05% | $4,389.3万 | 6.6万股 | $2,986.1万 | 4.9万股 | +1.6万股+33.35% | 加仓 |
 礼来LLY |
| 1.36% | 0.94% | $4,319.1万 | 3.6万股 | $2,680.2万 | 2.9万股 | +6,870股+23.58% | 加仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 1.36% | 1.27% | $4,317.5万 | 12.3万股 | $3,636.6万 | 12.9万股 | -5,456股-4.24% | 减仓 |
 FRANCO NEVFNV |
| 1.33% | 1.76% | $4,221.2万 | 20.3万股 | $5,039.2万 | 20.4万股 | -800股-0.39% | 减仓 |
| T赛默飞世尔TMO |
| 1.32% | 1.69% | $4,188.6万 | 8.4万股 | $4,826.1万 | 9.8万股 | -1.5万股-14.91% | 减仓 |
 应用材料AMAT |
| 1.28% | 0.86% | $4,056.7万 | 5.6万股 | $2,450.6万 | 7.2万股 | -1.6万股-21.74% | 减仓 |
 AMERICAN WTR WKS NEWAWK |
| 1.27% | 1.46% | $4,017.0万 | 30.5万股 | $4,184.3万 | 30.7万股 | -2,174股-0.71% | 减仓 |
 ANALOG DEVICES COMADI |
| 1.22% | 1.19% | $3,876.4万 | 9.8万股 | $3,393.9万 | 10.7万股 | -9,080股-8.51% | 减仓 |
| SSOLSTICE ADVANCED MATLSSOL |
| 1.22% | 0.64% | $3,867.1万 | 43.6万股 | $1,829.2万 | 24.0万股 | +19.6万股+81.73% | 加仓 |
 美国运通AXP |
| 1.19% | 1.13% | $3,770.5万 | 11.1万股 | $3,239.0万 | 10.7万股 | +4,390股+4.10% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 1.18% | 1.09% | $3,725.2万 | 13.9万股 | $3,128.0万 | 13.6万股 | +2,828股+2.08% | 加仓 |
 L3哈里斯LHX |
| 1.16% | 1.33% | $3,661.1万 | 12.6万股 | $3,802.9万 | 11.0万股 | +1.6万股+14.35% | 加仓 |
 直觉外科ISRG |
| 1.12% | 1.37% | $3,541.8万 | 8.9万股 | $3,912.7万 | 8.5万股 | +4,186股+4.93% | 加仓 |
 可口可乐KO |
| 1.11% | 1.17% | $3,514.0万 | 43.2万股 | $3,334.6万 | 43.8万股 | -6,100股-1.39% | 减仓 |
 TJXTJX |
| 1.09% | 1.28% | $3,453.5万 | 22.8万股 | $3,654.1万 | 22.9万股 | -858股-0.37% | 减仓 |
 NETFLIXNFLX |
| 1.06% | 1.6% | $3,347.0万 | 46.9万股 | $4,561.9万 | 47.4万股 | -5,692股-1.20% | 减仓 |
 美光科技MU |
| 1.04% | — | $3,287.4万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
 万豪MAR |
| 0.96% | 1.01% | $3,048.8万 | 8.2万股 | $2,898.4万 | 8.9万股 | -6,348股-7.16% | 减仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 0.94% | 0.27% | $2,970.6万 | 34.3万股 | $785.1万 | 10.0万股 | +24.3万股+243.59% | 加仓 |
 罗克韦尔自动化ROK |
| 0.92% | 0.74% | $2,901.6万 | 5.9万股 | $2,103.4万 | 5.9万股 | 00.00% | 持仓不变 |
 哈勃HUBB |
| 0.84% | 0.84% | $2,653.7万 | 5.1万股 | $2,389.9万 | 4.9万股 | +2,020股+4.15% | 加仓 |
 派克汉尼汾PH |
| 0.83% | 0.84% | $2,635.1万 | 2.7万股 | $2,403.9万 | 2.7万股 | +88股+0.33% | 加仓 |
 摩根士丹利MS |
| 0.79% | 0.68% | $2,507.9万 | 12.0万股 | $1,934.8万 | 11.8万股 | +2,400股+2.04% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.78% | 0.38% | $2,476.5万 | 19.6万股 | $1,098.2万 | 7.9万股 | +11.7万股+148.76% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.78% | 0.54% | $2,468.4万 | 26.8万股 | $1,552.3万 | 16.8万股 | +10.0万股+59.40% | 加仓 |
 切尼尔能源LNG |
| 0.78% | 0.39% | $2,461.3万 | 10.3万股 | $1,100.4万 | 3.9万股 | +6.4万股+165.55% | 加仓 |
 BWX科技BWXT |
| 0.74% | 0.85% | $2,357.8万 | 12.1万股 | $2,432.6万 | 11.9万股 | +2,169股+1.82% | 加仓 |
| MMOOGMOG/A |
| 0.73% | 0.34% | $2,297.8万 | 5.4万股 | $974.5万 | 3.3万股 | +2.1万股+62.81% | 加仓 |
 星座能源CEG |
| 0.73% | 0.9% | $2,295.5万 | 9.2万股 | $2,580.9万 | 9.2万股 | 00.00% | 持仓不变 |
 CMS ENERGY COMCMS |
| 0.72% | 0.8% | $2,273.2万 | 29.7万股 | $2,273.9万 | 29.3万股 | +4,050股+1.38% | 加仓 |
 赛莱默XYL |
| 0.71% | 1.03% | $2,246.1万 | 19.0万股 | $2,942.0万 | 24.6万股 | -5.6万股-22.82% | 减仓 |
 柯蒂斯怀特CW |
| 0.7% | 0.75% | $2,212.6万 | 2.9万股 | $2,151.0万 | 3.2万股 | -2,382股-7.54% | 减仓 |
 安费诺APH |
| 0.67% | 0.56% | $2,125.3万 | 12.1万股 | $1,606.4万 | 12.7万股 | -6,599股-5.19% | 减仓 |
 摩根大通JPM |
| 0.65% | 0.65% | $2,070.9万 | 6.3万股 | $1,861.0万 | 6.3万股 | 00.00% | 持仓不变 |
