 英伟达NVDA |
| 9.44% | 9.85% | $2.28亿 | 113.8万股 | $2.10亿 | 120.7万股 | -6.9万股-5.71% | 减仓 |
 谷歌AGOOGL |
| 5.67% | 5.13% | $1.37亿 | 38.3万股 | $1.10亿 | 38.1万股 | +1,935股+0.51% | 加仓 |
 微软MSFT |
| 4.73% | 6.01% | $1.14亿 | 30.6万股 | $1.28亿 | 34.7万股 | -4.1万股-11.89% | 减仓 |
 苹果AAPL |
| 4.66% | 5.16% | $1.12亿 | 38.8万股 | $1.10亿 | 43.4万股 | -4.6万股-10.65% | 减仓 |
 亚马逊AMZN |
| 4.04% | 4.09% | $9,754.7万 | 40.9万股 | $8,739.9万 | 42.0万股 | -1.0万股-2.47% | 减仓 |
 博通AVGO |
| 3.74% | 3.68% | $9,015.4万 | 23.9万股 | $7,864.2万 | 25.4万股 | -1.5万股-6.07% | 减仓 |
 应用材料AMAT |
| 3.34% | 1.55% | $8,047.6万 | 11.1万股 | $3,314.5万 | 9.7万股 | +1.4万股+14.78% | 加仓 |
 摩根大通JPM |
| 2.95% | 2.95% | $7,126.6万 | 21.8万股 | $6,307.8万 | 21.4万股 | +3,287股+1.53% | 加仓 |
 默沙东MRK |
| 2.91% | 3.11% | $7,022.3万 | 54.6万股 | $6,645.9万 | 55.2万股 | -6,000股-1.09% | 减仓 |
 Guardant HealthGH |
| 2.75% | 1.93% | $6,643.6万 | 44.3万股 | $4,115.4万 | 44.6万股 | -2,714股-0.61% | 减仓 |
 AMETEK COMAME |
| 2.42% | 2.45% | $5,845.0万 | 24.2万股 | $5,223.0万 | 24.4万股 | -2,068股-0.85% | 减仓 |
 Meta平台META |
| 2.35% | 2.73% | $5,660.8万 | 10.0万股 | $5,825.0万 | 10.2万股 | -1,316股-1.29% | 减仓 |
 AMD超威AMD |
| 2.32% | 0.08% | $5,605.9万 | 9.7万股 | $172.1万 | 8,460股 | +8.8万股+1,040.69% | 加仓 |
 VisaV |
| 2.18% | 2.21% | $5,249.8万 | 15.3万股 | $4,715.7万 | 15.6万股 | -3,009股-1.93% | 减仓 |
 特灵科技TT |
| 2.12% | 1.97% | $5,115.4万 | 10.4万股 | $4,211.0万 | 10.1万股 | +3,102股+3.07% | 加仓 |
 BIO-TECHNETECH |
| 1.93% | 1.5% | $4,659.6万 | 66.0万股 | $3,202.6万 | 61.3万股 | +4.7万股+7.62% | 加仓 |
| AADAPTIVE BIOTECHNOLOGIES CORADPT |
| 1.64% | 1.11% | $3,943.6万 | 183.9万股 | $2,379.5万 | 171.4万股 | +12.4万股+7.24% | 加仓 |
 ANALOG DEVICES COMADI |
| 1.63% | 1.61% | $3,931.2万 | 9.9万股 | $3,443.3万 | 10.8万股 | -9,251股-8.55% | 减仓 |
 埃克森美孚XOM |
| 1.59% | 2.05% | $3,842.7万 | 28.1万股 | $4,368.4万 | 25.7万股 | +2.4万股+9.16% | 加仓 |
 CHUBB LIMITEDCB |
| 1.53% | 1.61% | $3,700.0万 | 10.9万股 | $3,449.2万 | 10.6万股 | +2,761股+2.61% | 加仓 |
 NORFOLK SOUTHN COMNSC |
| 1.53% | 1.57% | $3,692.9万 | 11.7万股 | $3,348.4万 | 11.7万股 | +718股+0.62% | 加仓 |
| T赛默飞世尔TMO |
| 1.48% | 1.63% | $3,579.2万 | 7.1万股 | $3,491.9万 | 7.1万股 | +347股+0.49% | 加仓 |
 礼来LLY |
| 1.39% | 1.22% | $3,343.7万 | 2.8万股 | $2,610.3万 | 2.8万股 | -503股-1.77% | 减仓 |
| DDARLING INGREDIENTSDAR |
| 1.32% | 2.13% | $3,187.5万 | 58.4万股 | $4,549.2万 | 73.6万股 | -15.2万股-20.66% | 减仓 |
 派克汉尼汾PH |
| 1.22% | 1.26% | $2,934.4万 | 3.0万股 | $2,685.7万 | 3.0万股 | 00.00% | 持仓不变 |
 万豪MAR |
| 1.21% | 1.17% | $2,908.7万 | 7.8万股 | $2,502.3万 | 7.7万股 | +1,981股+2.59% | 加仓 |
 家得宝HD |
| 1.18% | 1.27% | $2,853.5万 | 8.1万股 | $2,705.4万 | 8.2万股 | -1,349股-1.64% | 减仓 |
 CrowdStrikeCRWD |
| 1.17% | 1% | $2,832.9万 | 3.7万股 | $2,141.7万 | 5.5万股 | -1.8万股-32.33% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 1.15% | 1.3% | $2,770.7万 | 30.1万股 | $2,782.6万 | 30.1万股 | -582股-0.19% | 减仓 |
 好市多COST |
| 1.12% | 1.37% | $2,697.2万 | 2.9万股 | $2,927.8万 | 2.9万股 | -550股-1.87% | 减仓 |
 阿默普莱斯AMP |
| 1.08% | 1.13% | $2,604.0万 | 5.7万股 | $2,421.8万 | 5.4万股 | +2,264股+4.15% | 加仓 |
| BBANK OF AMERBAC |
| 1.07% | 1.01% | $2,581.1万 | 45.3万股 | $2,148.4万 | 44.1万股 | +1.2万股+2.79% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 1.01% | 1.39% | $2,426.6万 | 19.7万股 | $2,972.0万 | 18.9万股 | +8,147股+4.31% | 加仓 |
 通用汽车GM |
| 1% | 1.07% | $2,418.4万 | 31.4万股 | $2,276.8万 | 30.6万股 | +8,142股+2.66% | 加仓 |
 甲骨文ORCL |
| 0.99% | 0.56% | $2,392.3万 | 16.3万股 | $1,191.9万 | 8.1万股 | +8.2万股+101.47% | 加仓 |
 德康医疗DXCM |
| 0.98% | 0.74% | $2,353.3万 | 34.9万股 | $1,579.3万 | 25.1万股 | +9.8万股+38.94% | 加仓 |
 相干公司COHR |
| 0.96% | 0.42% | $2,317.0万 | 5.9万股 | $896.2万 | 3.8万股 | +2.1万股+56.12% | 加仓 |
 联合太平洋铁路UNP |
| 0.94% | 1.06% | $2,261.7万 | 8.3万股 | $2,260.0万 | 9.3万股 | -1.0万股-10.74% | 减仓 |
 艾利丹尼森AVY |
| 0.92% | 1.08% | $2,220.6万 | 13.7万股 | $2,301.7万 | 13.3万股 | +3,482股+2.61% | 加仓 |
 AMERICAN WTR WKS NEWAWK |
| 0.89% | 1.01% | $2,144.4万 | 16.3万股 | $2,147.9万 | 15.8万股 | +5,141股+3.26% | 加仓 |
 NETFLIXNFLX |
| 0.87% | 1.33% | $2,103.7万 | 29.5万股 | $2,837.3万 | 29.5万股 | -453股-0.15% | 减仓 |
| PPROLOGIS COMPLD |
| 0.87% | 0.94% | $2,095.6万 | 15.5万股 | $2,011.6万 | 15.2万股 | +2,504股+1.65% | 加仓 |
| AAPI COM STKAPG |
| 0.82% | 0.86% | $1,976.8万 | 46.7万股 | $1,831.4万 | 45.2万股 | +1.5万股+3.28% | 加仓 |
 福泰制药VRTX |
| 0.77% | 0.78% | $1,862.2万 | 3.7万股 | $1,676.0万 | 3.8万股 | -43股-0.11% | 减仓 |
 贝克休斯BKR |
| 0.66% | 0.81% | $1,599.6万 | 28.8万股 | $1,726.6万 | 28.3万股 | +5,400股+1.91% | 加仓 |
 GE航空GE |
| 0.6% | 0.49% | $1,440.1万 | 3.9万股 | $1,046.6万 | 3.7万股 | +1,651股+4.48% | 加仓 |
 美光科技MU |
| 0.59% | — | $1,419.7万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 ANTERO RESOURCESAR |
| 0.47% | 0.93% | $1,135.6万 | 32.3万股 | $1,980.3万 | 46.7万股 | -14.3万股-30.74% | 减仓 |
| N新纪元能源NEE |
| 0.46% | 0.64% | $1,115.8万 | 12.7万股 | $1,376.7万 | 14.8万股 | -2.1万股-14.23% | 减仓 |
 MURPHY USAMUSA |
| 0.45% | 0.51% | $1,079.8万 | 2.0万股 | $1,098.5万 | 2.2万股 | -2,200股-9.89% | 减仓 |
