 ANALOG DEVICES COMADI |
| 8.77% | — | $2.89亿 | 72.7万股 | $0 | 0股 | +72.7万股 | 新买入 |
 捷普JBL |
| 4.09% | 3.8% | $1.35亿 | 34.9万股 | $8,611.7万 | 32.4万股 | +2.5万股+7.77% | 加仓 |
 3M COMMMM |
| 4.07% | — | $1.34亿 | 82.8万股 | $0 | 0股 | +82.8万股 | 新买入 |
 德州仪器TXN |
| 3.92% | — | $1.29亿 | 43.4万股 | $0 | 0股 | +43.4万股 | 新买入 |
| FFLEXFLEX |
| 3.57% | 2.39% | $1.18亿 | 72.5万股 | $5,422.7万 | 82.8万股 | -10.3万股-12.48% | 减仓 |
| IiShares安硕信托MTUM |
| 2.98% | — | $9,818.7万 | 28.6万股 | $0 | 0股 | +28.6万股 | 新买入 |
 艺康ECL |
| 2.7% | 1.2% | $8,893.2万 | 31.9万股 | $2,729.4万 | 10.3万股 | +21.7万股+211.11% | 加仓 |
 英伟达NVDA |
| 2.44% | 2.96% | $8,047.6万 | 40.2万股 | $6,719.6万 | 38.5万股 | +1.7万股+4.39% | 加仓 |
 思科CSCO |
| 2.42% | 5.45% | $7,984.9万 | 68.0万股 | $1.24亿 | 159.3万股 | -91.3万股-57.33% | 减仓 |
 贝克休斯BKR |
| 2.13% | 0.38% | $7,001.3万 | 126.2万股 | $854.7万 | 14.0万股 | +112.2万股+801.07% | 加仓 |
| DDYNATRACEDT |
| 1.9% | — | $6,241.4万 | 144.0万股 | $0 | 0股 | +144.0万股 | 新买入 |
 BORGWARNERBWA |
| 1.85% | 2.05% | $6,086.2万 | 91.7万股 | $4,656.6万 | 85.8万股 | +5.8万股+6.80% | 加仓 |
| RRALLIANT CORP COMRAL |
| 1.81% | — | $5,959.6万 | 80.9万股 | $0 | 0股 | +80.9万股 | 新买入 |
 赛富时CRM |
| 1.8% | — | $5,943.7万 | 37.9万股 | $0 | 0股 | +37.9万股 | 新买入 |
 VisaV |
| 1.8% | — | $5,914.9万 | 17.2万股 | $0 | 0股 | +17.2万股 | 新买入 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 1.78% | 2.64% | $5,867.2万 | 16.8万股 | $5,986.2万 | 21.2万股 | -4.4万股-20.94% | 减仓 |
 LOWES COS COMLOW |
| 1.78% | — | $5,847.4万 | 26.5万股 | $0 | 0股 | +26.5万股 | 新买入 |
 PALO ALTOPANW |
| 1.68% | 1.49% | $5,517.7万 | 16.2万股 | $3,373.1万 | 21.0万股 | -4.9万股-23.10% | 减仓 |
 LITTELFUSELFUS |
| 1.63% | — | $5,382.0万 | 11.8万股 | $0 | 0股 | +11.8万股 | 新买入 |
 AMD超威AMD |
| 1.56% | — | $5,141.1万 | 8.9万股 | $0 | 0股 | +8.9万股 | 新买入 |
 DANAHER DEL COMDHR |
| 1.55% | — | $5,114.4万 | 26.9万股 | $0 | 0股 | +26.9万股 | 新买入 |
| AAPI COM STKAPG |
| 1.55% | 0.9% | $5,112.5万 | 120.7万股 | $2,032.5万 | 50.2万股 | +70.6万股+140.67% | 加仓 |
 F5FFIV |
| 1.49% | — | $4,908.3万 | 11.8万股 | $0 | 0股 | +11.8万股 | 新买入 |
 DatadogDDOG |
| 1.44% | 1.27% | $4,738.6万 | 18.2万股 | $2,875.7万 | 24.4万股 | -6.2万股-25.29% | 减仓 |
 CloudflareNET |
| 1.4% | 1.43% | $4,611.3万 | 18.8万股 | $3,247.8万 | 15.7万股 | +3.1万股+19.44% | 加仓 |
 CrowdStrikeCRWD |
| 1.36% | 0.27% | $4,472.0万 | 5.9万股 | $616.8万 | 1.6万股 | +4.3万股+270.89% | 加仓 |
| S新美亚SANM |
| 1.3% | — | $4,277.1万 | 16.9万股 | $0 | 0股 | +16.9万股 | 新买入 |
 MONGODB CL AMDB |
| 1.3% | 0.91% | $4,272.6万 | 12.7万股 | $2,056.1万 | 8.4万股 | +4.3万股+51.43% | 加仓 |
 ServiceNowNOW |
| 1.23% | — | $4,047.6万 | 40.8万股 | $0 | 0股 | +40.8万股 | 新买入 |
 阿斯麦ASML |
| 1.18% | 1.88% | $3,899.3万 | 2.0万股 | $4,253.1万 | 3.2万股 | -1.3万股-39.13% | 减仓 |
 Varonis Systems,VRNS |
| 1.16% | 0.16% | $3,831.8万 | 91.3万股 | $354.9万 | 16.5万股 | +74.8万股+452.45% | 加仓 |
| AATIATI |
| 1.16% | — | $3,804.0万 | 19.3万股 | $0 | 0股 | +19.3万股 | 新买入 |
 ICON PUB LTD COICLR |
| 1.03% | — | $3,408.2万 | 19.6万股 | $0 | 0股 | +19.6万股 | 新买入 |
| IiShares安硕·MSCI TAIWAN ETFEWT |
| 1.01% | — | $3,316.9万 | 30.5万股 | $0 | 0股 | +30.5万股 | 新买入 |
| RROLLINS COMROL |
| 0.99% | — | $3,270.7万 | 78.4万股 | $0 | 0股 | +78.4万股 | 新买入 |
 标普全球SPGI |
| 0.97% | 1.04% | $3,209.2万 | 7.9万股 | $2,356.4万 | 5.5万股 | +2.3万股+42.24% | 加仓 |
| EELEMENT SOLUTIONSESI |
| 0.94% | — | $3,110.4万 | 65.1万股 | $0 | 0股 | +65.1万股 | 新买入 |
 REPUBLIC SVCSRSG |
| 0.93% | — | $3,068.4万 | 14.4万股 | $0 | 0股 | +14.4万股 | 新买入 |
 ILLINOIS TOOLITW |
| 0.9% | 0.8% | $2,953.5万 | 10.9万股 | $1,816.8万 | 7.0万股 | +3.9万股+56.45% | 加仓 |
| IIBMIBM |
| 0.88% | 0.23% | $2,902.1万 | 10.3万股 | $521.1万 | 2.2万股 | +8.2万股+380.00% | 加仓 |
 WASTE CONNECTIONSWCN |
| 0.87% | — | $2,873.7万 | 17.2万股 | $0 | 0股 | +17.2万股 | 新买入 |
 AXON ENTERPRISEAXON |
| 0.87% | — | $2,859.1万 | 5.1万股 | $0 | 0股 | +5.1万股 | 新买入 |
 万事达MA |
| 0.84% | — | $2,763.2万 | 5.4万股 | $0 | 0股 | +5.4万股 | 新买入 |
 CHECK POINT SOFTWARE TECH ORDCHKP |
| 0.83% | 0.43% | $2,731.1万 | 20.8万股 | $975.7万 | 6.8万股 | +14.0万股+204.25% | 加仓 |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 0.77% | — | $2,534.9万 | 65.5万股 | $0 | 0股 | +65.5万股 | 新买入 |
 ZscalerZS |
| 0.72% | 0.47% | $2,362.9万 | 16.7万股 | $1,059.2万 | 7.6万股 | +9.2万股+121.72% | 加仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.7% | 0.34% | $2,294.8万 | 9.2万股 | $774.2万 | 3.9万股 | +5.3万股+134.18% | 加仓 |
 GE VernovaGEV |
| 0.66% | 1.74% | $2,185.2万 | 1.9万股 | $3,954.2万 | 4.5万股 | -2.7万股-58.94% | 减仓 |
 HSBC SPON ADR NEWHSBC |
| 0.65% | 0.38% | $2,155.4万 | 21.2万股 | $862.2万 | 10.1万股 | +11.1万股+110.34% | 加仓 |
| CCARPENTER TECHNOLOGYCRS |
| 0.64% | 2.32% | $2,121.9万 | 3.4万股 | $5,258.0万 | 13.3万股 | -9.9万股-74.21% | 减仓 |
