 谷歌AGOOGL |
| 9.51% | — | $2.04亿 | 57.0万股 | $0 | 0股 | +57.0万股 | 新买入 |
 VisaV |
| 3.62% | — | $7,755.6万 | 22.6万股 | $0 | 0股 | +22.6万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 2.28% | 1.46% | $4,885.1万 | 13.8万股 | $3,694.4万 | 12.9万股 | +9,379股+7.28% | 加仓 |
| AALLIED GOLDAAUC |
| 2.06% | 0.19% | $4,414.7万 | 131.0万股 | $471.0万 | 10.9万股 | +120.1万股+1,097.44% | 加仓 |
| CCHART INDSGTLS |
| 1.76% | 0.77% | $3,760.9万 | 18.0万股 | $1,964.1万 | 9.5万股 | +8.5万股+89.47% | 加仓 |
 艺电EA |
| 1.75% | 1.35% | $3,742.0万 | 18.3万股 | $3,414.8万 | 16.8万股 | +1.5万股+8.96% | 加仓 |
| JJANUS HENDERSON GROUP LTD |
| 1.7% | — | $3,640.0万 | 70.0万股 | $0 | 0股 | +70.0万股 | 新买入 |
 HOWMET AEROSPACE COMHWM |
| 1.67% | 1.15% | $3,571.4万 | 13.3万股 | $2,908.9万 | 12.6万股 | +6,613股+5.24% | 加仓 |
 EMCOREME |
| 1.65% | 1.22% | $3,527.3万 | 4.3万股 | $3,101.4万 | 4.2万股 | +497股+1.18% | 加仓 |
 安费诺APH |
| 1.61% | 1.2% | $3,455.2万 | 19.6万股 | $3,054.4万 | 24.2万股 | -4.6万股-18.94% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 1.6% | 0.98% | $3,434.0万 | 13.5万股 | $2,491.8万 | 16.5万股 | -3.0万股-18.33% | 减仓 |
| AASCENDIS PHARMA A/S SPONSORED ADRASND |
| 1.6% | 1.16% | $3,431.5万 | 12.9万股 | $2,942.8万 | 12.9万股 | 00.00% | 持仓不变 |
| TTAYLOR MORRISON HOMETMHC* |
| 1.59% | — | $3,407.7万 | 47.5万股 | $0 | 0股 | +47.5万股 | 新买入 |
 西部数据WDC |
| 1.49% | 0.62% | $3,179.9万 | 5.0万股 | $1,574.1万 | 5.8万股 | -8,410股-14.45% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 1.47% | 1.07% | $3,145.9万 | 10.0万股 | $2,726.5万 | 9.5万股 | +5,000股+5.26% | 加仓 |
 华纳兄弟探索WBD |
| 1.46% | 1.08% | $3,135.5万 | 117.6万股 | $2,746.0万 | 100.0万股 | +17.6万股+17.61% | 加仓 |
 ZIM INTEGRATED SHIPPING SERVZIM |
| 1.4% | 1.19% | $2,990.0万 | 115.0万股 | $3,030.3万 | 115.0万股 | 00.00% | 持仓不变 |
 MERCADOLIBRE COMMELI |
| 1.34% | 1.4% | $2,859.9万 | 1.7万股 | $3,544.8万 | 2.1万股 | -3,653股-17.82% | 减仓 |
 思科CSCO |
| 1.33% | 0.83% | $2,856.0万 | 24.3万股 | $2,097.3万 | 27.0万股 | -2.7万股-9.94% | 减仓 |
| NNUVALENTNUVL |
| 1.31% | — | $2,808.2万 | 22.7万股 | $0 | 0股 | +22.7万股 | 新买入 |
| T赛默飞世尔TMO |
| 1.25% | 0.72% | $2,680.4万 | 5.3万股 | $1,830.8万 | 3.7万股 | +1.6万股+43.38% | 加仓 |
 WELLTOWER COMWELL |
| 1.23% | — | $2,631.4万 | 11.6万股 | $0 | 0股 | +11.6万股 | 新买入 |
| RROGERSROG |
| 1.19% | 0.66% | $2,537.8万 | 15.5万股 | $1,663.6万 | 15.5万股 | 00.00% | 持仓不变 |
 Arista网络ANET |
| 1.11% | 1.32% | $2,380.9万 | 14.0万股 | $3,344.0万 | 27.2万股 | -13.2万股-48.54% | 减仓 |
 ARGENX SPONSORED ADRARGX |
| 1.08% | 0.72% | $2,320.3万 | 2.5万股 | $1,826.3万 | 2.5万股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 1.07% | 1.49% | $2,297.7万 | 32.2万股 | $3,787.7万 | 39.4万股 | -7.2万股-18.31% | 减仓 |
 爱德华生命科学EW |
| 1.07% | — | $2,292.7万 | 25.3万股 | $0 | 0股 | +25.3万股 | 新买入 |
 帕兰提尔PLTR |
| 1.02% | 0.67% | $2,192.4万 | 18.8万股 | $1,704.0万 | 11.6万股 | +7.1万股+61.32% | 加仓 |
 德州仪器TXN |
| 1.02% | 0.24% | $2,179.3万 | 7.3万股 | $602.6万 | 3.1万股 | +4.2万股+135.54% | 加仓 |
| BBRIGHTHOUSE FINL INC COMBHF |
| 1.01% | 0.8% | $2,152.2万 | 34.0万股 | $2,035.9万 | 34.0万股 | 00.00% | 持仓不变 |
 INTERNATIONAL MONEY EXPRESS COMIMXI |
| 0.99% | — | $2,124.2万 | 147.0万股 | $0 | 0股 | +147.0万股 | 新买入 |
 LumentumLITE |
| 0.95% | 0.25% | $2,036.8万 | 2.4万股 | $644.3万 | 9,168股 | +1.5万股+158.91% | 加仓 |
| CCOMFORT SYS USAFIX |
| 0.94% | 0.22% | $2,014.3万 | 1.0万股 | $570.6万 | 4,138股 | +6,025股+145.60% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.94% | 0.78% | $2,005.4万 | 15.9万股 | $1,969.1万 | 14.1万股 | +1.7万股+12.35% | 加仓 |
 DatadogDDOG |
| 0.93% | 0.4% | $1,993.8万 | 7.7万股 | $1,019.2万 | 8.6万股 | -9,762股-11.31% | 减仓 |
| SSELECT MEDSEM |
| 0.93% | — | $1,988.3万 | 120.5万股 | $0 | 0股 | +120.5万股 | 新买入 |
 ShopifySHOP |
| 0.93% | 0.8% | $1,987.6万 | 12.3万股 | $2,031.1万 | 12.3万股 | 00.00% | 持仓不变 |
 标普全球SPGI |
| 0.9% | 0.83% | $1,922.8万 | 4.7万股 | $2,114.0万 | 5.0万股 | -2,490股-5.01% | 减仓 |
| SSANDISK COMSNDK |
| 0.82% | — | $1,763.7万 | 7,757股 | $0 | 0股 | +7,757股 | 新买入 |
 星巴克SBUX |
| 0.82% | 0.56% | $1,756.1万 | 17.2万股 | $1,432.2万 | 16.0万股 | +1.2万股+7.50% | 加仓 |
 宏利金融MFC |
| 0.81% | 0.52% | $1,733.1万 | 30.1万股 | $1,326.9万 | 27.7万股 | +2.4万股+8.81% | 加仓 |
 甲骨文ORCL |
| 0.78% | 0.48% | $1,675.6万 | 11.4万股 | $1,221.0万 | 8.3万股 | +3.1万股+37.75% | 加仓 |
 英特尔INTC |
| 0.78% | — | $1,663.0万 | 11.9万股 | $0 | 0股 | +11.9万股 | 新买入 |
 艾伯维ABBV |
| 0.78% | 0.51% | $1,662.6万 | 6.6万股 | $1,287.8万 | 5.9万股 | +6,859股+11.58% | 加仓 |
 迈威尔MRVL |
| 0.77% | 0.29% | $1,638.1万 | 5.5万股 | $735.5万 | 7.4万股 | -1.9万股-25.94% | 减仓 |
 哈特福德·INSURANCEHIG |
| 0.75% | 0.56% | $1,603.5万 | 12.1万股 | $1,411.5万 | 10.4万股 | +1.7万股+15.93% | 加仓 |
 柯蒂斯怀特CW |
| 0.74% | 0.54% | $1,582.7万 | 2.1万股 | $1,376.1万 | 2.0万股 | +683股+3.38% | 加仓 |
| EESPERION THERAPEUTICS NEESPR |
| 0.74% | — | $1,580.0万 | 500.0万股 | $0 | 0股 | +500.0万股 | 新买入 |
 强生JNJ |
| 0.71% | 0.33% | $1,520.9万 | 6.0万股 | $838.9万 | 3.4万股 | +2.6万股+74.40% | 加仓 |
 纽蒙特NEM |
| 0.71% | 0.67% | $1,514.6万 | 16.2万股 | $1,703.7万 | 15.7万股 | +4,782股+3.04% | 加仓 |
