 微软MSFT |
| 4.58% | 4.86% | $103.18亿 | 2,766.0万股 | $89.82亿 | 2,426.5万股 | +339.5万股+13.99% | 加仓 |
 亚马逊AMZN |
| 4.27% | 3.67% | $96.16亿 | 4,034.7万股 | $67.85亿 | 3,257.8万股 | +776.9万股+23.85% | 加仓 |
 苹果AAPL |
| 3.84% | 2.67% | $86.49亿 | 2,988.9万股 | $49.34亿 | 1,944.3万股 | +1,044.6万股+53.72% | 加仓 |
 英伟达NVDA |
| 3.08% | 3% | $69.52亿 | 3,474.6万股 | $55.43亿 | 3,178.2万股 | +296.5万股+9.33% | 加仓 |
 谷歌AGOOGL |
| 2.37% | 2.65% | $53.51亿 | 1,497.3万股 | $49.00亿 | 1,704.0万股 | -206.8万股-12.13% | 减仓 |
 泛林集团LRCX |
| 2.36% | 1.52% | $53.17亿 | 1,226.9万股 | $28.16亿 | 1,318.0万股 | -91.1万股-6.91% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.25% | 2.26% | $50.64亿 | 1,433.2万股 | $41.83亿 | 1,458.2万股 | -25.0万股-1.72% | 减仓 |
| SSANDISK COMSNDK |
| 2.19% | 0.97% | $49.33亿 | 216.9万股 | $17.94亿 | 282.4万股 | -65.5万股-23.18% | 减仓 |
 博通AVGO |
| 1.44% | 3.14% | $32.46亿 | 859.4万股 | $58.00亿 | 1,873.9万股 | -1,014.5万股-54.14% | 减仓 |
 阿斯麦ASML |
| 1.29% | 1.17% | $29.12亿 | 146.4万股 | $21.68亿 | 164.2万股 | -17.8万股-10.82% | 减仓 |
 帕兰提尔PLTR |
| 1.06% | 0.83% | $23.94亿 | 2,051.7万股 | $15.28亿 | 1,044.7万股 | +1,007.0万股+96.39% | 加仓 |
 思科CSCO |
| 1.01% | 0.74% | $22.72亿 | 1,933.9万股 | $13.64亿 | 1,758.6万股 | +175.3万股+9.97% | 加仓 |
 万事达MA |
| 0.97% | 0.99% | $21.76亿 | 423.6万股 | $18.32亿 | 366.6万股 | +57.0万股+15.56% | 加仓 |
 安费诺APH |
| 0.93% | 0.81% | $20.96亿 | 1,188.6万股 | $15.02亿 | 1,188.5万股 | +1,576股+0.01% | 加仓 |
 赛富时CRM |
| 0.92% | 1.28% | $20.80亿 | 1,327.9万股 | $23.63亿 | 1,265.9万股 | +61.9万股+4.89% | 加仓 |
 希捷STX |
| 0.92% | 0.3% | $20.64亿 | 213.8万股 | $5.62亿 | 143.3万股 | +70.5万股+49.18% | 加仓 |
 飞塔FTNT |
| 0.69% | 0.43% | $15.56亿 | 1,012.7万股 | $7.89亿 | 965.1万股 | +47.6万股+4.94% | 加仓 |
 直觉外科ISRG |
| 0.66% | 0.53% | $14.89亿 | 374.4万股 | $9.71亿 | 210.6万股 | +163.9万股+77.84% | 加仓 |
 Arm控股ARM |
| 0.64% | 0.08% | $14.52亿 | 409.5万股 | $1.43亿 | 94.5万股 | +315.0万股+333.23% | 加仓 |
 森科能源SU |
| 0.64% | 0.93% | $14.37亿 | 2,674.9万股 | $17.25亿 | 2,608.5万股 | +66.4万股+2.54% | 加仓 |
 科磊KLAC |
| 0.63% | 0.63% | $14.22亿 | 471.2万股 | $11.65亿 | 79.1万股 | +392.1万股+495.54% | 加仓 |
 ADOBE COMADBE |
| 0.62% | 0.89% | $13.91亿 | 678.7万股 | $16.51亿 | 679.2万股 | -5,253股-0.08% | 减仓 |
 台积电TSM |
| 0.6% | 0.21% | $13.46亿 | 281.8万股 | $3.88亿 | 114.7万股 | +167.2万股+145.77% | 加仓 |
 PROGRESSIVEPGR |
| 0.59% | 0.29% | $13.31亿 | 609.3万股 | $5.28亿 | 266.4万股 | +342.9万股+128.72% | 加仓 |
 Arista网络ANET |
| 0.57% | 0.56% | $12.94亿 | 761.6万股 | $10.39亿 | 845.9万股 | -84.3万股-9.97% | 减仓 |
 COMCAST NEW CL ACMCSA |
| 0.57% | 0.19% | $12.84亿 | 5,230.6万股 | $3.55亿 | 1,236.9万股 | +3,993.7万股+322.87% | 加仓 |
 TJXTJX |
| 0.56% | 0.62% | $12.68亿 | 836.7万股 | $11.54亿 | 722.8万股 | +113.8万股+15.75% | 加仓 |
| B巴里克黄金GOLD |
| 0.56% | 1.05% | $12.63亿 | 3,438.4万股 | $19.37亿 | 4,742.5万股 | -1,304.1万股-27.50% | 减仓 |
 联合健康UNH |
| 0.56% | 0.5% | $12.51亿 | 301.0万股 | $9.27亿 | 342.5万股 | -41.5万股-12.12% | 减仓 |
 LumentumLITE |
| 0.52% | 0.15% | $11.76亿 | 137.1万股 | $2.85亿 | 40.5万股 | +96.6万股+238.52% | 加仓 |
 MCKESSON COMMCK |
| 0.52% | 0.61% | $11.73亿 | 155.2万股 | $11.35亿 | 131.2万股 | +24.0万股+18.27% | 加仓 |
 财捷INTU |
| 0.52% | 0.91% | $11.66亿 | 446.8万股 | $16.85亿 | 389.7万股 | +57.2万股+14.67% | 加仓 |
 麦当劳MCD |
| 0.51% | 0.61% | $11.53亿 | 426.5万股 | $11.31亿 | 363.8万股 | +62.7万股+17.24% | 加仓 |
 迪士尼DIS |
| 0.48% | 0.74% | $10.72亿 | 1,113.5万股 | $13.76亿 | 1,427.2万股 | -313.8万股-21.98% | 减仓 |
 史赛克SYK |
| 0.46% | 0.28% | $10.33亿 | 328.2万股 | $5.11亿 | 155.6万股 | +172.7万股+110.99% | 加仓 |
 美敦力MDT |
| 0.45% | 0.22% | $10.09亿 | 1,289.3万股 | $4.04亿 | 465.9万股 | +823.3万股+176.70% | 加仓 |
 阿斯利康AZN |
| 0.44% | 0.49% | $10.02亿 | 530.7万股 | $9.14亿 | 465.2万股 | +65.5万股+14.07% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.44% | 0.47% | $9.94亿 | 2,329.4万股 | $8.72亿 | 1,389.2万股 | +940.2万股+67.68% | 加仓 |
 雅培ABT |
| 0.44% | 0.31% | $9.89亿 | 1,089.7万股 | $5.67亿 | 552.2万股 | +537.5万股+97.33% | 加仓 |
 DANAHER DEL COMDHR |
| 0.44% | 0.37% | $9.83亿 | 516.3万股 | $6.90亿 | 364.0万股 | +152.3万股+41.86% | 加仓 |
 T-MOBILE US COMTMUS |
| 0.43% | 0.13% | $9.58亿 | 571.4万股 | $2.38亿 | 113.1万股 | +458.3万股+405.14% | 加仓 |
 林德LIN |
| 0.42% | 0.44% | $9.57亿 | 184.5万股 | $8.05亿 | 162.5万股 | +22.0万股+13.54% | 加仓 |
| BBANK OF AMERBAC |
| 0.42% | 0.29% | $9.48亿 | 1,663.8万股 | $5.30亿 | 1,088.1万股 | +575.7万股+52.91% | 加仓 |
 BOOKING COMBKNG |
| 0.42% | 0.6% | $9.37亿 | 525.7万股 | $11.01亿 | 26.1万股 | +499.6万股+1,911.37% | 加仓 |
 AON SHS CL AAON |
| 0.38% | 0.14% | $8.67亿 | 261.5万股 | $2.57亿 | 79.7万股 | +181.7万股+227.90% | 加仓 |
 HCA医疗HCA |
| 0.38% | 0.55% | $8.61亿 | 220.9万股 | $10.25亿 | 216.5万股 | +4.4万股+2.04% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.38% | 0.08% | $8.56亿 | 1,035.9万股 | $1.47亿 | 185.2万股 | +850.7万股+459.23% | 加仓 |
 瑞银UBS |
| 0.37% | 0.39% | $8.44亿 | 1,703.5万股 | $7.28亿 | 1,885.1万股 | -181.6万股-9.63% | 减仓 |
 CHUBB LIMITEDCB |
| 0.37% | 0.23% | $8.39亿 | 246.1万股 | $4.25亿 | 130.5万股 | +115.6万股+88.52% | 加仓 |
 CienaCIEN |
| 0.37% | 0.29% | $8.23亿 | 167.7万股 | $5.39亿 | 138.8万股 | +28.9万股+20.78% | 加仓 |
