 英伟达NVDA |
| 11.33% | 13.87% | $13.10亿 | 654.5万股 | $12.46亿 | 714.7万股 | -60.2万股-8.43% | 减仓 |
 谷歌AGOOGL |
| 9.91% | 11.3% | $11.45亿 | 320.4万股 | $10.16亿 | 353.2万股 | -32.9万股-9.30% | 减仓 |
 阿斯麦ASML |
| 7.48% | 5.58% | $8.65亿 | 43.5万股 | $5.01亿 | 37.9万股 | +5.5万股+14.58% | 加仓 |
 美光科技MU |
| 5.88% | 0.75% | $6.80亿 | 58.9万股 | $6,696.0万 | 19.8万股 | +39.1万股+197.22% | 加仓 |
 亚马逊AMZN |
| 5.67% | 5.51% | $6.56亿 | 275.1万股 | $4.95亿 | 237.8万股 | +37.3万股+15.67% | 加仓 |
 摩根士丹利MS |
| 5.04% | 5.7% | $5.83亿 | 278.7万股 | $5.13亿 | 311.5万股 | -32.8万股-10.52% | 减仓 |
 GE航空GE |
| 4.46% | 4.78% | $5.16亿 | 138.1万股 | $4.30亿 | 151.4万股 | -13.3万股-8.79% | 减仓 |
 摩根大通JPM |
| 4.45% | 9.35% | $5.14亿 | 157.1万股 | $8.40亿 | 285.6万股 | -128.5万股-44.98% | 减仓 |
 AMD超威AMD |
| 4.42% | — | $5.11亿 | 87.9万股 | $0 | 0股 | +87.9万股 | 新买入 |
 GE VernovaGEV |
| 4.18% | 2.71% | $4.83亿 | 41.1万股 | $2.43亿 | 27.9万股 | +13.2万股+47.54% | 加仓 |
 台积电TSM |
| 3.72% | 3.23% | $4.30亿 | 90.0万股 | $2.90亿 | 85.8万股 | +4.2万股+4.85% | 加仓 |
 LumentumLITE |
| 3.02% | 0.01% | $3.49亿 | 40.6万股 | $116.3万 | 1,655股 | +40.5万股+24,459.46% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 1.61% | 1.28% | $1.86亿 | 69.2万股 | $1.15亿 | 49.9万股 | +19.3万股+38.75% | 加仓 |
 苹果AAPL |
| 1.58% | 1.62% | $1.83亿 | 63.1万股 | $1.46亿 | 57.4万股 | +5.7万股+9.97% | 加仓 |
 博通AVGO |
| 1.33% | 1.94% | $1.54亿 | 40.7万股 | $1.74亿 | 56.3万股 | -15.6万股-27.68% | 减仓 |
 MILLICOM INTL CELLULARTIGO |
| 1.25% | 0.18% | $1.45亿 | 159.5万股 | $1,648.1万 | 22.0万股 | +137.5万股+625.26% | 加仓 |
| TTOWER SEMICONDUCTOR SHS NEWTSEM |
| 1.18% | — | $1.37亿 | 52.4万股 | $0 | 0股 | +52.4万股 | 新买入 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 1.15% | — | $1.32亿 | 176.8万股 | $0 | 0股 | +176.8万股 | 新买入 |
 强生JNJ |
| 1.08% | — | $1.25亿 | 49.1万股 | $0 | 0股 | +49.1万股 | 新买入 |
| TTERADYNETER |
| 1.05% | 0.84% | $1.22亿 | 25.1万股 | $7,514.2万 | 25.3万股 | -1,982股-0.78% | 减仓 |
 柯蒂斯怀特CW |
| 1.02% | 1.16% | $1.17亿 | 15.5万股 | $1.04亿 | 15.3万股 | +1,599股+1.04% | 加仓 |
 TJXTJX |
| 1% | 1.54% | $1.16亿 | 76.3万股 | $1.38亿 | 86.6万股 | -10.3万股-11.88% | 减仓 |
| IiShares安硕信托IEFA |
| 0.92% | 1.22% | $1.07亿 | 110.3万股 | $1.09亿 | 120.8万股 | -10.5万股-8.66% | 减仓 |
 AERCAP SHSAER |
| 0.87% | 1.06% | $1.00亿 | 68.6万股 | $9,507.7万 | 69.3万股 | -6,658股-0.96% | 减仓 |
| EEMBRAER S.AFGM |
| 0.81% | 0.77% | $9,372.7万 | 146.9万股 | $6,947.3万 | 117.1万股 | +29.8万股+25.48% | 加仓 |
 EMCOREME |
| 0.72% | — | $8,280.4万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
| NNOKIA SPONSORED ADRNOK |
| 0.71% | — | $8,171.7万 | 615.3万股 | $0 | 0股 | +615.3万股 | 新买入 |
 思科CSCO |
| 0.66% | — | $7,653.9万 | 65.2万股 | $0 | 0股 | +65.2万股 | 新买入 |
 安费诺APH |
| 0.59% | 6% | $6,762.2万 | 38.4万股 | $5.39亿 | 426.7万股 | -388.4万股-91.01% | 减仓 |
 南方铜业SCCO |
| 0.49% | 0.66% | $5,668.5万 | 32.5万股 | $5,914.7万 | 34.4万股 | -1.8万股-5.37% | 减仓 |
 CINTAS COMCTAS |
| 0.48% | 0.84% | $5,549.4万 | 32.6万股 | $7,534.2万 | 44.5万股 | -11.9万股-26.75% | 减仓 |
| PPROLOGIS COMPLD |
| 0.47% | 0.61% | $5,466.5万 | 40.4万股 | $5,437.8万 | 41.1万股 | -7,875股-1.91% | 减仓 |
 好市多COST |
| 0.47% | 0.59% | $5,403.6万 | 5.8万股 | $5,298.9万 | 5.3万股 | +4,585股+8.62% | 加仓 |
 CREDICORPBAP |
| 0.34% | 0.51% | $3,883.5万 | 10.0万股 | $4,549.8万 | 13.4万股 | -3.4万股-25.69% | 减仓 |
| NNOVANVMI |
| 0.32% | 0.37% | $3,703.5万 | 6.8万股 | $3,328.3万 | 7.7万股 | -8,428股-11.00% | 减仓 |
 AMERICA MOVIL S A B DE FSPONSORED ADR 1 ADR REPS 20 ORD SHSAMX |
| 0.32% | — | $3,660.6万 | 140.8万股 | $0 | 0股 | +140.8万股 | 新买入 |
 HERSHEY COMHSY |
| 0.31% | 0.88% | $3,552.3万 | 20.2万股 | $7,913.9万 | 38.1万股 | -17.8万股-46.81% | 减仓 |
| IiShares安硕·MSCI INDIA ETFINDA |
| 0.28% | 0.28% | $3,287.4万 | 66.6万股 | $2,523.4万 | 53.9万股 | +12.7万股+23.55% | 加仓 |
 AXON ENTERPRISEAXON |
| 0.27% | 0.22% | $3,122.8万 | 5.6万股 | $2,015.7万 | 4.7万股 | +8,240股+17.36% | 加仓 |
 VisaV |
| 0.27% | 0.31% | $3,073.8万 | 9.0万股 | $2,748.0万 | 9.1万股 | -1,327股-1.46% | 减仓 |
 United TherapeuticsUTHR |
| 0.26% | 0.01% | $2,949.6万 | 5.4万股 | $47.7万 | 805股 | +5.4万股+6,662.36% | 加仓 |
| MMERCURY SYSMRCY |
| 0.22% | 0.17% | $2,500.8万 | 20.4万股 | $1,538.9万 | 21.1万股 | -6,635股-3.14% | 减仓 |
| SSOLARIS ENERGY INFRASSEI |
| 0.22% | 0.15% | $2,485.1万 | 30.9万股 | $1,307.1万 | 23.1万股 | +7.8万股+33.53% | 加仓 |
 CASEYS GEN STORESCASY |
| 0.2% | 0.29% | $2,363.3万 | 3.0万股 | $2,646.9万 | 3.6万股 | -6,630股-18.23% | 减仓 |
| RRBC BEARINGSRBC |
| 0.2% | 0.32% | $2,304.4万 | 3.6万股 | $2,858.6万 | 5.3万股 | -1.7万股-32.02% | 减仓 |
| SSTERLING INFRASTRUCTURESTRL |
| 0.19% | 0.18% | $2,244.2万 | 2.7万股 | $1,607.5万 | 3.9万股 | -1.3万股-32.26% | 减仓 |
 Bloom EnergyBE |
| 0.19% | 0.14% | $2,221.5万 | 7.3万股 | $1,280.8万 | 9.5万股 | -2.1万股-22.37% | 减仓 |
 Guardant HealthGH |
| 0.19% | 0.16% | $2,197.3万 | 14.6万股 | $1,422.7万 | 15.4万股 | -7,568股-4.91% | 减仓 |
 FIRSTCASHFCFS |
| 0.18% | 0.23% | $2,096.1万 | 9.7万股 | $2,056.6万 | 10.9万股 | -1.2万股-11.42% | 减仓 |
| GGARRETT MOTIONGTX |
| 0.17% | 0.13% | $1,976.3万 | 54.5万股 | $1,160.5万 | 63.9万股 | -9.3万股-14.59% | 减仓 |
