 英伟达NVDA |
| 5.93% | 3.49% | $4.71亿 | 235.6万股 | $2.46亿 | 140.8万股 | +94.9万股+67.39% | 加仓 |
 苹果AAPL |
| 4.8% | 2.46% | $3.82亿 | 132.1万股 | $1.73亿 | 68.2万股 | +63.9万股+93.71% | 加仓 |
 谷歌AGOOGL |
| 4.17% | 3.77% | $3.32亿 | 92.9万股 | $2.65亿 | 92.0万股 | +8,840股+0.96% | 加仓 |
 泛林集团LRCX |
| 4.11% | 2.99% | $3.27亿 | 75.5万股 | $2.10亿 | 98.2万股 | -22.8万股-23.16% | 减仓 |
 博通AVGO |
| 4.05% | 3.32% | $3.22亿 | 85.2万股 | $2.34亿 | 75.5万股 | +9.8万股+12.92% | 加仓 |
 科磊KLAC |
| 3.51% | 1.83% | $2.80亿 | 92.7万股 | $1.29亿 | 8.7万股 | +83.9万股+960.40% | 加仓 |
 亚马逊AMZN |
| 2.98% | 3.33% | $2.37亿 | 99.6万股 | $2.34亿 | 112.2万股 | -12.6万股-11.21% | 减仓 |
 微软MSFT |
| 2.89% | 5.34% | $2.30亿 | 61.7万股 | $3.75亿 | 101.3万股 | -39.6万股-39.09% | 减仓 |
 德州仪器TXN |
| 2.85% | 2.71% | $2.27亿 | 76.0万股 | $1.91亿 | 98.2万股 | -22.1万股-22.53% | 减仓 |
 VisaV |
| 2.71% | 2.41% | $2.16亿 | 62.9万股 | $1.69亿 | 56.1万股 | +6.8万股+12.13% | 加仓 |
 Arista网络ANET |
| 2.53% | — | $2.01亿 | 118.5万股 | $0 | 0股 | +118.5万股 | 新买入 |
 艾伯维ABBV |
| 2.51% | 2.48% | $2.00亿 | 79.3万股 | $1.74亿 | 80.1万股 | -7,900股-0.99% | 减仓 |
| BBANK OF AMERBAC |
| 2.5% | — | $1.99亿 | 348.5万股 | $0 | 0股 | +348.5万股 | 新买入 |
 Meta平台META |
| 2.42% | 3.25% | $1.93亿 | 34.2万股 | $2.29亿 | 39.9万股 | -5.7万股-14.33% | 减仓 |
| N新纪元能源NEE |
| 2.27% | 3.08% | $1.80亿 | 205.6万股 | $2.16亿 | 232.9万股 | -27.2万股-11.69% | 减仓 |
| T赛默飞世尔TMO |
| 2.26% | 2.86% | $1.80亿 | 35.9万股 | $2.01亿 | 40.9万股 | -5.0万股-12.22% | 减仓 |
 EquinixEQIX |
| 2.15% | 2.88% | $1.71亿 | 16.4万股 | $2.02亿 | 20.6万股 | -4.2万股-20.57% | 减仓 |
 强生JNJ |
| 2.08% | 2.26% | $1.65亿 | 65.0万股 | $1.59亿 | 65.0万股 | 00.00% | 持仓不变 |
| GGILEAD SCIENCES COMGILD |
| 2.06% | 2.59% | $1.64亿 | 129.6万股 | $1.82亿 | 130.3万股 | -7,769股-0.60% | 减仓 |
 星座能源CEG |
| 1.94% | 2.52% | $1.54亿 | 62.1万股 | $1.77亿 | 63.3万股 | -1.2万股-1.86% | 减仓 |
 安费诺APH |
| 1.9% | 1.52% | $1.51亿 | 85.7万股 | $1.07亿 | 84.7万股 | +9,900股+1.17% | 加仓 |
| Q高通QCOM |
| 1.88% | 1.73% | $1.49亿 | 80.7万股 | $1.21亿 | 94.3万股 | -13.5万股-14.34% | 减仓 |
 万事达MA |
| 1.87% | 2.08% | $1.49亿 | 29.0万股 | $1.46亿 | 29.2万股 | -2,820股-0.96% | 减仓 |
 切尼尔能源LNG |
| 1.76% | 3.45% | $1.40亿 | 58.6万股 | $2.43亿 | 85.5万股 | -26.9万股-31.44% | 减仓 |
 思科CSCO |
| 1.74% | 1.26% | $1.38亿 | 117.5万股 | $8,830.3万 | 113.8万股 | +3.7万股+3.25% | 加仓 |
 史赛克SYK |
| 1.61% | 2.29% | $1.28亿 | 40.8万股 | $1.61亿 | 49.0万股 | -8.2万股-16.75% | 减仓 |
 PUBLIC SVC ENTERPRISE COMPEG |
| 1.39% | 1.98% | $1.10亿 | 136.1万股 | $1.39亿 | 172.2万股 | -36.2万股-21.00% | 减仓 |
 ALTRIAMO |
| 1.14% | 1.21% | $9,098.8万 | 126.5万股 | $8,528.5万 | 129.2万股 | -2.8万股-2.15% | 减仓 |
 NetAppNTAP |
| 1.03% | 0.75% | $8,221.6万 | 53.1万股 | $5,274.6万 | 51.5万股 | +1.6万股+3.13% | 加仓 |
 MCKESSON COMMCK |
| 1.02% | 1.35% | $8,133.4万 | 10.8万股 | $9,491.4万 | 11.0万股 | -2,040股-1.86% | 减仓 |
| FFASTENAL COMFAST |
| 1% | 1.11% | $7,954.0万 | 165.6万股 | $7,826.5万 | 168.7万股 | -3.1万股-1.82% | 减仓 |
 固安捷GWW |
| 0.92% | 0.86% | $7,352.7万 | 5.4万股 | $6,022.1万 | 5.5万股 | -1,160股-2.10% | 减仓 |
 派克汉尼汾PH |
| 0.9% | 0.94% | $7,179.4万 | 7.3万股 | $6,571.1万 | 7.3万股 | 00.00% | 持仓不变 |
 ExpediaEXPE |
| 0.86% | 0.87% | $6,874.4万 | 26.9万股 | $6,134.7万 | 26.6万股 | +2,959股+1.11% | 加仓 |
 InsmedINSM |
| 0.81% | — | $6,447.3万 | 60.5万股 | $0 | 0股 | +60.5万股 | 新买入 |
 百时美施贵宝BMY |
| 0.75% | 0.9% | $5,996.5万 | 104.1万股 | $6,311.8万 | 104.1万股 | 00.00% | 持仓不变 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.69% | 0.56% | $5,487.2万 | 14.6万股 | $3,910.2万 | 14.1万股 | +5,480股+3.89% | 加仓 |
 TapestryTPR |
| 0.66% | 0.52% | $5,219.6万 | 35.7万股 | $3,618.1万 | 25.6万股 | +10.0万股+39.07% | 加仓 |
 特灵科技TT |
| 0.64% | 0.27% | $5,108.1万 | 10.4万股 | $1,875.3万 | 4.5万股 | +5.9万股+131.11% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.63% | 0.28% | $5,002.0万 | 12.6万股 | $1,978.8万 | 6.2万股 | +6.4万股+102.48% | 加仓 |
 飞塔FTNT |
| 0.6% | — | $4,759.1万 | 31.0万股 | $0 | 0股 | +31.0万股 | 新买入 |
 ADOBE COMADBE |
| 0.56% | 0.31% | $4,464.5万 | 21.8万股 | $2,148.8万 | 8.8万股 | +12.9万股+146.33% | 加仓 |
 TJXTJX |
| 0.51% | 0.61% | $4,093.5万 | 27.0万股 | $4,265.6万 | 26.7万股 | +3,100股+1.16% | 加仓 |
 惠普HPQ |
| 0.49% | 0.39% | $3,918.1万 | 178.6万股 | $2,751.1万 | 143.2万股 | +35.4万股+24.70% | 加仓 |
 欧特克ADSK |
| 0.49% | 0.47% | $3,894.1万 | 20.0万股 | $3,308.3万 | 13.8万股 | +6.2万股+44.94% | 加仓 |
 F5FFIV |
| 0.48% | 0.11% | $3,785.7万 | 9.1万股 | $761.8万 | 2.6万股 | +6.5万股+245.65% | 加仓 |
 FORTIVE COMFTV |
| 0.46% | 0.31% | $3,692.3万 | 60.4万股 | $2,148.7万 | 38.9万股 | +21.6万股+55.49% | 加仓 |
 WILLIAMS SONOMAWSM |
| 0.46% | 0.4% | $3,629.4万 | 15.6万股 | $2,838.9万 | 15.6万股 | 00.00% | 持仓不变 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 0.45% | — | $3,609.9万 | 10.3万股 | $0 | 0股 | +10.3万股 | 新买入 |
 HCA医疗HCA |
| 0.45% | 0.62% | $3,604.4万 | 9.2万股 | $4,375.0万 | 9.2万股 | 00.00% | 持仓不变 |
