 谷歌AGOOGL |
| 4.32% | 4.09% | $3.28亿 | 91.8万股 | $2.83亿 | 98.4万股 | -6.6万股-6.73% | 减仓 |
 英伟达NVDA |
| 4.06% | 3.29% | $3.08亿 | 153.8万股 | $2.27亿 | 130.4万股 | +23.4万股+17.92% | 加仓 |
 亚马逊AMZN |
| 3.31% | 2.14% | $2.51亿 | 105.5万股 | $1.48亿 | 70.9万股 | +34.6万股+48.79% | 加仓 |
 微软MSFT |
| 3.16% | 3.22% | $2.40亿 | 64.2万股 | $2.23亿 | 60.2万股 | +4.0万股+6.72% | 加仓 |
 阿卡迈AKAM |
| 2.93% | 4.03% | $2.22亿 | 187.8万股 | $2.79亿 | 242.7万股 | -54.8万股-22.60% | 减仓 |
 VeevaVEEV |
| 2.75% | 2.76% | $2.09亿 | 117.7万股 | $1.91亿 | 108.5万股 | +9.2万股+8.53% | 加仓 |
| BBANK OF AMERBAC |
| 2.32% | 2.17% | $1.76亿 | 309.3万股 | $1.50亿 | 307.5万股 | +1.8万股+0.58% | 加仓 |
 布鲁克BRKR |
| 2.24% | 1.75% | $1.70亿 | 282.3万股 | $1.21亿 | 335.7万股 | -53.4万股-15.90% | 减仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 2.24% | 2.98% | $1.70亿 | 218.9万股 | $2.06亿 | 221.6万股 | -2.7万股-1.22% | 减仓 |
 斯伦贝谢SLB |
| 2.07% | 2.72% | $1.57亿 | 338.2万股 | $1.88亿 | 365.7万股 | -27.5万股-7.52% | 减仓 |
 MATCH NEWMTCH |
| 2.04% | 2.2% | $1.55亿 | 406.9万股 | $1.52亿 | 494.9万股 | -88.1万股-17.80% | 减仓 |
 ILLUMINAILMN |
| 1.71% | 1.37% | $1.30亿 | 73.8万股 | $9,458.7万 | 76.7万股 | -2.9万股-3.81% | 减仓 |
 NetAppNTAP |
| 1.69% | 1.25% | $1.28亿 | 82.8万股 | $8,667.6万 | 84.7万股 | -1.8万股-2.16% | 减仓 |
| CCcc Intelligent Solutions Holdings Inc Ordinary SharesCCC |
| 1.56% | 1.62% | $1.18亿 | 2,292.8万股 | $1.12亿 | 1,868.5万股 | +424.3万股+22.71% | 加仓 |
 摩根大通JPM |
| 1.48% | 1.4% | $1.12亿 | 34.4万股 | $9,666.9万 | 32.9万股 | +1.5万股+4.57% | 加仓 |
 CHECK POINT SOFTWARE TECH ORDCHKP |
| 1.48% | 1.55% | $1.12亿 | 85.4万股 | $1.07亿 | 75.2万股 | +10.3万股+13.68% | 加仓 |
| I景顺QQQ信托VOO |
| 1.42% | 1.31% | $1.07亿 | 14.6万股 | $9,091.5万 | 15.8万股 | -1.2万股-7.35% | 减仓 |
| B博思艾伦BAH |
| 1.18% | 1.66% | $8,949.0万 | 147.5万股 | $1.15亿 | 147.2万股 | +2,632股+0.18% | 加仓 |
| N新纪元能源NEE |
| 1.15% | 0.96% | $8,694.0万 | 99.1万股 | $6,647.6万 | 71.6万股 | +27.5万股+38.40% | 加仓 |
 苹果AAPL |
| 1.13% | 0.95% | $8,582.5万 | 29.7万股 | $6,582.1万 | 25.9万股 | +3.7万股+14.36% | 加仓 |
 IQVIAIQV |
| 1.05% | 0.81% | $7,952.5万 | 41.2万股 | $5,617.5万 | 32.9万股 | +8.2万股+24.95% | 加仓 |
 DatadogDDOG |
| 1.04% | 0.62% | $7,911.1万 | 30.4万股 | $4,275.8万 | 36.2万股 | -5.8万股-16.11% | 减仓 |
 阿斯利康AZN |
| 1.01% | 1.13% | $7,676.9万 | 41.2万股 | $7,811.3万 | 40.2万股 | +1.0万股+2.55% | 加仓 |
 家得宝HD |
| 0.94% | 0.82% | $7,107.8万 | 20.2万股 | $5,665.2万 | 17.2万股 | +2.9万股+17.00% | 加仓 |
| GGitLabGTLB |
| 0.86% | 0.65% | $6,496.5万 | 212.8万股 | $4,506.8万 | 208.3万股 | +4.5万股+2.17% | 加仓 |
 HubSpotHUBS |
| 0.85% | 1.25% | $6,461.6万 | 35.4万股 | $8,611.8万 | 35.3万股 | +1,245股+0.35% | 加仓 |
 礼来LLY |
| 0.84% | 0.57% | $6,343.1万 | 5.3万股 | $3,943.7万 | 4.3万股 | +1.0万股+23.34% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.83% | 0.88% | $6,289.0万 | 76.1万股 | $6,060.0万 | 76.1万股 | -195股-0.03% | 减仓 |
| WWORKIVAWK |
| 0.81% | 1.05% | $6,152.0万 | 126.8万股 | $7,284.2万 | 122.2万股 | +4.7万股+3.82% | 加仓 |
| I景顺·KBW BANK ETFKBWB |
| 0.8% | 0.72% | $6,105.6万 | 65.7万股 | $4,968.2万 | 62.8万股 | +2.9万股+4.57% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.8% | 0.85% | $6,105.2万 | 9.5万股 | $5,869.5万 | 17.9万股 | -8.3万股-46.65% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.8% | 0.78% | $6,087.5万 | 8.3万股 | $5,371.7万 | 8.3万股 | +71股+0.09% | 加仓 |
 威瑞森VZ |
| 0.79% | 0.87% | $6,027.3万 | 142.4万股 | $5,999.9万 | 119.5万股 | +22.8万股+19.10% | 加仓 |
| TTOAST CL ATOST |
| 0.77% | 0.79% | $5,876.6万 | 211.2万股 | $5,467.4万 | 206.2万股 | +5.0万股+2.42% | 加仓 |
 WASTE MGMT DELWM |
| 0.71% | 0.74% | $5,415.0万 | 24.3万股 | $5,121.8万 | 22.3万股 | +2.0万股+9.00% | 加仓 |
 VisaV |
| 0.7% | 0.65% | $5,314.7万 | 15.5万股 | $4,504.3万 | 14.9万股 | +5,876股+3.94% | 加仓 |
 ICICI BANK LIMITEDIBN |
| 0.69% | 0.58% | $5,236.2万 | 180.4万股 | $3,992.0万 | 154.1万股 | +26.2万股+17.02% | 加仓 |
| BBAXTER INTLBAX |
| 0.68% | 0.61% | $5,195.8万 | 243.7万股 | $4,188.5万 | 249.3万股 | -5.6万股-2.25% | 减仓 |
 默沙东MRK |
| 0.68% | 0.63% | $5,134.6万 | 40.0万股 | $4,380.0万 | 36.4万股 | +3.5万股+9.74% | 加仓 |
 台积电TSM |
| 0.66% | 0.54% | $5,036.0万 | 10.5万股 | $3,702.7万 | 11.0万股 | -4,112股-3.75% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.66% | 0.59% | $5,013.6万 | 14.2万股 | $4,097.0万 | 14.3万股 | -926股-0.65% | 减仓 |
 STELLANTIS N.V SHSSTLA |
| 0.66% | 0.87% | $4,982.1万 | 878.3万股 | $5,986.6万 | 858.6万股 | +19.6万股+2.28% | 加仓 |
 美敦力MDT |
| 0.66% | 0.78% | $4,971.1万 | 63.5万股 | $5,400.6万 | 62.3万股 | +1.2万股+1.96% | 加仓 |
 PinterestPINS |
| 0.63% | 0.63% | $4,786.4万 | 227.6万股 | $4,368.6万 | 238.2万股 | -10.6万股-4.45% | 减仓 |
 登士柏西诺德XRAY |
| 0.63% | 0.7% | $4,778.0万 | 450.3万股 | $4,846.8万 | 417.8万股 | +32.5万股+7.78% | 加仓 |
 宝洁PG |
| 0.62% | 0.63% | $4,731.6万 | 32.3万股 | $4,386.3万 | 30.4万股 | +1.9万股+6.25% | 加仓 |
 WEYERHAEUSERWY |
| 0.61% | 0.65% | $4,605.2万 | 192.4万股 | $4,514.7万 | 184.8万股 | +7.6万股+4.09% | 加仓 |
 林德LIN |
| 0.61% | 0.46% | $4,604.4万 | 8.9万股 | $3,149.0万 | 6.4万股 | +2.5万股+39.77% | 加仓 |
| DDEUTSCHE BK |
| 0.59% | 0.54% | $4,448.9万 | 131.8万股 | $3,766.4万 | 130.4万股 | +1.4万股+1.05% | 加仓 |
 纽蒙特NEM |
| 0.57% | 0.65% | $4,331.2万 | 46.4万股 | $4,487.1万 | 41.4万股 | +4.9万股+11.89% | 加仓 |
