 应用材料AMAT |
| 5.86% | 3.34% | $761.2万 | 1.1万股 | $370.4万 | 1.1万股 | -310股-2.86% | 减仓 |
 英伟达NVDA |
| 4.28% | 4.47% | $556.2万 | 2.8万股 | $496.6万 | 2.8万股 | -675股-2.37% | 减仓 |
 谷歌AGOOGL |
| 4.23% | 4.12% | $548.8万 | 1.5万股 | $457.2万 | 1.6万股 | -545股-3.43% | 减仓 |
 QUANTA SVCSPWR |
| 4.13% | 3.83% | $535.9万 | 7,443股 | $425.8万 | 7,756股 | -313股-4.04% | 减仓 |
 礼来LLY |
| 3.68% | 3.36% | $478.2万 | 3,987股 | $373.7万 | 4,063股 | -76股-1.87% | 减仓 |
 ANALOG DEVICES COMADI |
| 3.65% | 3.52% | $473.9万 | 1.2万股 | $391.0万 | 1.2万股 | -358股-2.91% | 减仓 |
 苹果AAPL |
| 3.52% | 3.74% | $457.6万 | 1.6万股 | $415.8万 | 1.6万股 | -570股-3.48% | 减仓 |
 摩根大通JPM |
| 3.4% | 3.66% | $441.1万 | 1.3万股 | $406.6万 | 1.4万股 | -347股-2.51% | 减仓 |
 好市多COST |
| 3.06% | 3.9% | $397.0万 | 4,244股 | $432.7万 | 4,343股 | -99股-2.28% | 减仓 |
 特灵科技TT |
| 2.88% | 2.93% | $374.2万 | 7,618股 | $325.7万 | 7,815股 | -197股-2.52% | 减仓 |
 UNITED RENTALSURI |
| 2.79% | 2.16% | $362.0万 | 3,196股 | $239.7万 | 3,291股 | -95股-2.89% | 减仓 |
 Meta平台META |
| 2.52% | 3.07% | $327.5万 | 5,815股 | $341.4万 | 5,967股 | -152股-2.55% | 减仓 |
 亚马逊AMZN |
| 2.16% | 2.27% | $280.5万 | 1.2万股 | $251.8万 | 1.2万股 | -322股-2.66% | 减仓 |
 VisaV |
| 2.06% | 2.19% | $268.0万 | 7,810股 | $243.4万 | 8,053股 | -243股-3.02% | 减仓 |
 WELLS FARGO NEWWFC |
| 1.87% | 2.18% | $242.4万 | 2.9万股 | $241.7万 | 3.0万股 | -1,027股-3.38% | 减仓 |
 贝莱德·INC COMBLK |
| 1.77% | 2.12% | $230.0万 | 2,392股 | $235.5万 | 2,449股 | -57股-2.33% | 减仓 |
 嘉信理财SCHW |
| 1.75% | 2.36% | $227.0万 | 2.5万股 | $262.3万 | 2.8万股 | -3,309股-11.86% | 减仓 |
 Targa资源TRGP |
| 1.72% | 1.89% | $223.4万 | 8,333股 | $210.0万 | 8,375股 | -42股-0.50% | 减仓 |
 Arista网络ANET |
| 1.71% | 1.49% | $222.7万 | 1.3万股 | $165.2万 | 1.3万股 | -350股-2.60% | 减仓 |
 甲骨文ORCL |
| 1.65% | 1.99% | $213.7万 | 1.5万股 | $220.5万 | 1.5万股 | -405股-2.70% | 减仓 |
 PALO ALTOPANW |
| 1.62% | 0.93% | $210.9万 | 6,185股 | $102.9万 | 6,416股 | -231股-3.60% | 减仓 |
 科磊KLAC |
| 1.51% | 0.91% | $196.6万 | 6,517股 | $100.7万 | 684股 | +5,833股+852.78% | 加仓 |
 通用动力GD |
| 1.39% | 1.6% | $180.9万 | 5,106股 | $178.2万 | 5,193股 | -87股-1.68% | 减仓 |
 标普全球SPGI |
| 1.29% | 1.62% | $168.0万 | 4,124股 | $179.7万 | 4,225股 | -101股-2.39% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 1.26% | 0.9% | $164.1万 | 6,448股 | $99.7万 | 6,610股 | -162股-2.45% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.11% | — | $144.2万 | 3,341股 | $0 | 0股 | +3,341股 | 新买入 |
 微软MSFT |
| 1.08% | 1.26% | $140.3万 | 3,761股 | $139.9万 | 3,778股 | -17股-0.45% | 减仓 |
 NEW YORK TIMES MTN BENYT |
| 1.06% | 1.38% | $138.0万 | 2.0万股 | $153.5万 | 1.8万股 | +1,392股+7.60% | 加仓 |
 博通AVGO |
| 1.06% | 1.02% | $137.7万 | 3,645股 | $113.8万 | 3,677股 | -32股-0.87% | 减仓 |
 泛林集团LRCX |
| 1.04% | 0.6% | $134.5万 | 3,104股 | $66.8万 | 3,127股 | -23股-0.74% | 减仓 |
 星座能源CEG |
| 1% | — | $130.3万 | 5,248股 | $0 | 0股 | +5,248股 | 新买入 |
 德康医疗DXCM |
| 0.93% | 1.04% | $120.4万 | 1.8万股 | $115.2万 | 1.8万股 | -472股-2.57% | 减仓 |
 美国运通AXP |
| 0.9% | 0.95% | $117.2万 | 3,466股 | $105.0万 | 3,471股 | -5股-0.14% | 减仓 |
 GE航空GE |
| 0.88% | 0.79% | $114.6万 | 3,067股 | $87.6万 | 3,086股 | -19股-0.62% | 减仓 |
 埃克森美孚XOM |
| 0.83% | 1.22% | $107.9万 | 7,893股 | $135.2万 | 7,970股 | -77股-0.97% | 减仓 |
 优步UBER |
| 0.74% | 0.7% | $96.3万 | 1.3万股 | $78.2万 | 1.1万股 | +2,473股+22.74% | 加仓 |
 TJXTJX |
| 0.74% | 0.85% | $96.3万 | 6,354股 | $94.2万 | 5,900股 | +454股+7.69% | 加仓 |
| DDOORDASHDASH |
| 0.74% | 0.72% | $95.7万 | 5,188股 | $80.3万 | 5,348股 | -160股-2.99% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.71% | 0.8% | $91.8万 | 7,390股 | $89.2万 | 2,091股 | +5,299股+253.42% | 加仓 |
| B纽约梅隆银行BK |
| 0.68% | 0.66% | $88.4万 | 6,112股 | $73.0万 | 6,151股 | -39股-0.63% | 减仓 |
 沃尔玛WMT |
| 0.68% | 0.87% | $88.0万 | 7,773股 | $97.0万 | 7,801股 | -28股-0.36% | 减仓 |
 强生JNJ |
| 0.61% | 0.66% | $79.2万 | 3,120股 | $73.7万 | 3,017股 | +103股+3.41% | 加仓 |
 万事达MA |
| 0.6% | 0.69% | $78.2万 | 1,522股 | $76.3万 | 1,527股 | -5股-0.33% | 减仓 |
 迈威尔MRVL |
| 0.54% | 0.21% | $70.5万 | 2,368股 | $23.4万 | 2,364股 | +4股+0.17% | 加仓 |
 派克汉尼汾PH |
| 0.51% | 0.56% | $66.8万 | 683股 | $61.9万 | 691股 | -8股-1.16% | 减仓 |
 HOWMET AEROSPACE COMHWM |
| 0.5% | 0.51% | $65.5万 | 2,436股 | $56.6万 | 2,454股 | -18股-0.73% | 减仓 |
 台积电TSM |
| 0.49% | 0.4% | $64.0万 | 1,340股 | $44.6万 | 1,321股 | +19股+1.44% | 加仓 |
| IiShares安硕信托IEI |
| 0.48% | 0.56% | $62.7万 | 5,338股 | $62.2万 | 5,246股 | +92股+1.75% | 加仓 |
 德州仪器TXN |
| 0.48% | 0.36% | $62.1万 | 2,083股 | $40.4万 | 2,079股 | +4股+0.19% | 加仓 |
| I景顺·S&PSPHQ |
| 0.47% | 0.34% | $60.6万 | 6,726股 | $37.8万 | 5,030股 | +1,696股+33.72% | 加仓 |
