 英伟达NVDA |
| 8.18% | 9.74% | $6.34亿 | 318.1万股 | $9.03亿 | 515.2万股 | -197.1万股-38.25% | 减仓 |
 微软MSFT |
| 5.8% | 6.59% | $4.50亿 | 120.8万股 | $6.11亿 | 164.1万股 | -43.3万股-26.38% | 减仓 |
 苹果AAPL |
| 4.14% | 2.23% | $3.21亿 | 111.5万股 | $2.07亿 | 81.6万股 | +29.9万股+36.61% | 加仓 |
 博通AVGO |
| 4.12% | 3.17% | $3.19亿 | 84.8万股 | $2.94亿 | 94.8万股 | -10.0万股-10.59% | 减仓 |
 阿斯利康AZN |
| 3.84% | 5.2% | $2.97亿 | 159.2万股 | $4.82亿 | 244.5万股 | -85.3万股-34.88% | 减仓 |
 PALO ALTOPANW |
| 3.63% | 2.76% | $2.82亿 | 82.7万股 | $2.56亿 | 158.0万股 | -75.3万股-47.66% | 减仓 |
 谷歌AGOOGL |
| 3.47% | 1.86% | $2.69亿 | 75.4万股 | $1.72亿 | 60.3万股 | +15.2万股+25.13% | 加仓 |
 亚马逊AMZN |
| 3.12% | 2.18% | $2.42亿 | 101.3万股 | $2.02亿 | 97.2万股 | +4.1万股+4.22% | 加仓 |
 礼来LLY |
| 2.57% | 2.39% | $1.99亿 | 16.5万股 | $2.21亿 | 24.0万股 | -7.5万股-31.22% | 减仓 |
 GE VernovaGEV |
| 2.4% | 1.44% | $1.86亿 | 16.1万股 | $1.33亿 | 15.5万股 | +6,547股+4.23% | 加仓 |
 VisaV |
| 2.26% | 2.75% | $1.75亿 | 51.0万股 | $2.55亿 | 83.6万股 | -32.6万股-39.00% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.97% | 0.79% | $1.52亿 | 43.1万股 | $7,283.1万 | 25.2万股 | +17.9万股+71.03% | 加仓 |
 特灵科技TT |
| 1.86% | 2.28% | $1.44亿 | 29.4万股 | $2.12亿 | 50.2万股 | -20.8万股-41.45% | 减仓 |
 摩根大通JPM |
| 1.84% | 1.29% | $1.43亿 | 43.5万股 | $1.20亿 | 40.7万股 | +2.8万股+6.87% | 加仓 |
 QUANTA SVCSPWR |
| 1.76% | 2.01% | $1.37亿 | 19.0万股 | $1.87亿 | 33.7万股 | -14.7万股-43.69% | 减仓 |
 林德LIN |
| 1.75% | 2.61% | $1.36亿 | 26.2万股 | $2.42亿 | 48.4万股 | -22.2万股-45.94% | 减仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 1.63% | 1.6% | $1.27亿 | 163.2万股 | $1.48亿 | 158.1万股 | +5.1万股+3.26% | 加仓 |
| BBANK OF AMERBAC |
| 1.6% | 2.47% | $1.24亿 | 218.1万股 | $2.29亿 | 466.1万股 | -247.9万股-53.20% | 减仓 |
 标普全球SPGI |
| 1.55% | 2.63% | $1.20亿 | 29.5万股 | $2.44亿 | 56.9万股 | -27.4万股-48.11% | 减仓 |
 好市多COST |
| 1.43% | 1.17% | $1.11亿 | 11.8万股 | $1.08亿 | 10.8万股 | +1.0万股+9.72% | 加仓 |
 EquinixEQIX |
| 1.41% | 2.09% | $1.10亿 | 10.5万股 | $1.94亿 | 19.6万股 | -9.0万股-46.23% | 减仓 |
 赛莱默XYL |
| 1.36% | 1.96% | $1.06亿 | 89.2万股 | $1.82亿 | 150.7万股 | -61.5万股-40.80% | 减仓 |
 NETFLIXNFLX |
| 1.31% | 2.23% | $1.02亿 | 142.2万股 | $2.07亿 | 213.1万股 | -70.9万股-33.28% | 减仓 |
 艾伯维ABBV |
| 1.28% | 2.05% | $9,916.8万 | 39.5万股 | $1.90亿 | 86.4万股 | -47.0万股-54.34% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 1.26% | 1.75% | $9,734.0万 | 105.8万股 | $1.62亿 | 174.1万股 | -68.4万股-39.27% | 减仓 |
| CCRHCRH |
| 1.23% | 0.92% | $9,512.4万 | 88.4万股 | $8,525.9万 | 81.9万股 | +6.6万股+8.00% | 加仓 |
 TJXTJX |
| 1.17% | 1.9% | $9,041.0万 | 59.7万股 | $1.76亿 | 109.1万股 | -49.4万股-45.26% | 减仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 1.12% | 0.67% | $8,680.9万 | 90.4万股 | $6,237.1万 | 85.4万股 | +4.9万股+5.79% | 加仓 |
 史赛克SYK |
| 1.11% | 1.97% | $8,636.0万 | 27.4万股 | $1.82亿 | 54.9万股 | -27.5万股-50.03% | 减仓 |
 爱德华生命科学EW |
| 1.08% | 0.35% | $8,357.3万 | 92.4万股 | $3,225.5万 | 39.8万股 | +52.6万股+131.99% | 加仓 |
 瑞银UBS |
| 1.04% | 0.61% | $8,070.7万 | 163.0万股 | $5,671.8万 | 147.0万股 | +16.0万股+10.89% | 加仓 |
 帕兰提尔PLTR |
| 0.99% | 0.06% | $7,675.2万 | 65.8万股 | $572.5万 | 3.9万股 | +61.9万股+1,590.69% | 加仓 |
 优步UBER |
| 0.97% | 0.75% | $7,504.9万 | 104.1万股 | $6,954.0万 | 95.9万股 | +8.2万股+8.56% | 加仓 |
 摩根士丹利MS |
| 0.94% | 0.62% | $7,319.9万 | 34.7万股 | $5,728.6万 | 35.4万股 | -6,553股-1.85% | 减仓 |
 应用材料AMAT |
| 0.93% | 0.33% | $7,185.6万 | 10.0万股 | $3,033.6万 | 8.8万股 | +1.2万股+13.09% | 加仓 |
 贝莱德·INC COMBLK |
| 0.86% | 0.8% | $6,624.8万 | 6.9万股 | $7,399.5万 | 7.6万股 | -7,310股-9.58% | 减仓 |
 VeevaVEEV |
| 0.82% | 1.2% | $6,330.2万 | 35.7万股 | $1.11亿 | 62.8万股 | -27.1万股-43.11% | 减仓 |
 福泰制药VRTX |
| 0.81% | 0.57% | $6,251.7万 | 12.6万股 | $5,328.2万 | 11.8万股 | +7,621股+6.44% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.78% | 0.64% | $6,049.5万 | 13.2万股 | $5,969.2万 | 12.2万股 | +9,479股+7.75% | 加仓 |
 科磊KLAC |
| 0.72% | 0.4% | $5,572.6万 | 18.6万股 | $3,669.1万 | 2.5万股 | +16.1万股+650.51% | 加仓 |
 CrowdStrikeCRWD |
| 0.68% | 0.47% | $5,306.4万 | 7.0万股 | $4,382.2万 | 11.1万股 | -4.2万股-37.51% | 减仓 |
 Meta平台META |
| 0.68% | 0.56% | $5,254.9万 | 9.3万股 | $5,208.8万 | 9.5万股 | -1,160股-1.23% | 减仓 |
 台积电TSM |
| 0.67% | 0.47% | $5,200.6万 | 10.9万股 | $4,342.6万 | 12.7万股 | -1.8万股-14.52% | 减仓 |
 FIRST SOLAR COMFSLR |
| 0.62% | 0.43% | $4,804.5万 | 20.4万股 | $3,966.8万 | 19.9万股 | +4,593股+2.31% | 加仓 |
 可口可乐KO |
| 0.61% | 0.52% | $4,760.8万 | 57.9万股 | $4,816.1万 | 62.7万股 | -4.7万股-7.57% | 减仓 |
 美国运通AXP |
| 0.5% | 0.37% | $3,901.6万 | 11.5万股 | $3,421.1万 | 11.4万股 | +751股+0.66% | 加仓 |
 贝克休斯BKR |
| 0.49% | 0.45% | $3,773.9万 | 67.1万股 | $4,162.5万 | 68.0万股 | -9,155股-1.35% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.48% | 0.3% | $3,737.4万 | 10.0万股 | $2,778.0万 | 10.1万股 | -1,268股-1.25% | 减仓 |
 艺康ECL |
| 0.44% | 0.34% | $3,412.3万 | 12.3万股 | $3,191.3万 | 11.9万股 | +3,778股+3.18% | 加仓 |
 美光科技MU |
| 0.44% | 0.17% | $3,376.9万 | 2.9万股 | $1,609.4万 | 4.8万股 | -1.9万股-39.11% | 减仓 |
