 谷歌AGOOGL |
| 4.49% | 4.49% | $2,126.3万 | 5.9万股 | $1,708.5万 | 5.9万股 | +82股+0.14% | 加仓 |
 英伟达NVDA |
| 4.05% | 4.17% | $1,920.1万 | 9.6万股 | $1,589.8万 | 9.1万股 | +4,802股+5.27% | 加仓 |
 VertivVRT |
| 3.68% | 3.55% | $1,744.7万 | 5.2万股 | $1,350.8万 | 5.4万股 | -1,802股-3.34% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 3.67% | 1.71% | $1,739.5万 | 4.0万股 | $652.6万 | 4.0万股 | +553股+1.39% | 加仓 |
 AMD超威AMD |
| 3.62% | 1.53% | $1,717.6万 | 3.0万股 | $584.6万 | 2.9万股 | +828股+2.88% | 加仓 |
| CCARPENTER TECHNOLOGYCRS |
| 3.41% | 2.66% | $1,614.1万 | 2.6万股 | $1,014.3万 | 2.6万股 | +433股+1.68% | 加仓 |
 TwilioTWLO |
| 2.94% | 2.22% | $1,395.2万 | 6.8万股 | $845.1万 | 6.7万股 | +447股+0.67% | 加仓 |
| BBRIGHTSPRING HEALTH SVCSBTSG |
| 2.89% | 2.17% | $1,371.4万 | 19.7万股 | $825.6万 | 19.4万股 | +2,888股+1.49% | 加仓 |
| B纽约梅隆银行BK |
| 2.77% | 2.69% | $1,310.9万 | 9.1万股 | $1,024.1万 | 8.6万股 | +4,323股+5.01% | 加仓 |
 美光科技MU |
| 2.76% | 0.85% | $1,308.4万 | 1.1万股 | $324.9万 | 9,618股 | +1,717股+17.85% | 加仓 |
 天弘CLS |
| 2.74% | 2.57% | $1,297.7万 | 3.6万股 | $979.3万 | 3.5万股 | +806股+2.32% | 加仓 |
 TECHNIPFMC COMFTI |
| 2.62% | 3.44% | $1,239.8万 | 18.7万股 | $1,309.1万 | 18.9万股 | -2,377股-1.26% | 减仓 |
 高盛GS |
| 2.55% | 2.58% | $1,207.1万 | 1.2万股 | $982.6万 | 1.2万股 | +320股+2.76% | 加仓 |
 苹果AAPL |
| 2.53% | 0.31% | $1,198.1万 | 4.1万股 | $116.7万 | 4,600股 | +3.7万股+800.11% | 加仓 |
| EEBAY COMEBAY |
| 2.43% | 2.39% | $1,152.2万 | 10.3万股 | $910.2万 | 10.0万股 | +3,101股+3.10% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 2.43% | 2.64% | $1,149.6万 | 4.3万股 | $1,004.3万 | 4.4万股 | -824股-1.89% | 减仓 |
 LITTELFUSELFUS |
| 2.39% | 2.19% | $1,133.8万 | 2.5万股 | $833.8万 | 2.5万股 | +328股+1.33% | 加仓 |
| MMASTECMTZ |
| 2.37% | 2.68% | $1,121.3万 | 2.7万股 | $1,019.4万 | 3.2万股 | -4,734股-14.94% | 减仓 |
 WESCO INTLWCC |
| 2.34% | 1.4% | $1,108.0万 | 3.2万股 | $534.7万 | 2.0万股 | +1.3万股+64.12% | 加仓 |
 博通AVGO |
| 1.87% | 2.14% | $884.7万 | 2.3万股 | $814.3万 | 2.6万股 | -2,891股-10.99% | 减仓 |
 AFFILIATED MANAGERSAMG |
| 1.85% | 1.34% | $877.6万 | 2.6万股 | $508.5万 | 1.8万股 | +7,557股+41.12% | 加仓 |
 亚马逊AMZN |
| 1.8% | 1.75% | $853.3万 | 3.6万股 | $666.1万 | 3.2万股 | +3,816股+11.93% | 加仓 |
 道富·CORP COMSTT |
| 1.63% | 1.46% | $772.1万 | 4.6万股 | $555.5万 | 4.4万股 | +1,625股+3.70% | 加仓 |
 艾伯维ABBV |
| 1.59% | 1.75% | $755.5万 | 3.0万股 | $665.1万 | 3.1万股 | -556股-1.82% | 减仓 |
| PPRINCIPAL FINANCIAL INPFG |
| 1.56% | — | $741.1万 | 6.9万股 | $0 | 0股 | +6.9万股 | 新买入 |
| S新美亚SANM |
| 1.53% | 0.99% | $724.5万 | 2.9万股 | $375.2万 | 2.9万股 | -320股-1.11% | 减仓 |
| MMYRMYRG |
| 1.15% | 0.8% | $543.7万 | 1.1万股 | $302.9万 | 1.1万股 | +135股+1.26% | 加仓 |
| IINDIVIOR PHARMACEUTICALSINDV |
| 1.12% | — | $532.3万 | 13.0万股 | $0 | 0股 | +13.0万股 | 新买入 |
| AAPI COM STKAPG |
| 1.1% | 1.32% | $523.5万 | 12.4万股 | $501.7万 | 12.4万股 | -226股-0.18% | 减仓 |
 DocuSignDOCU |
| 1.07% | — | $505.4万 | 11.4万股 | $0 | 0股 | +11.4万股 | 新买入 |
 URBAN OUTFITTERSURBN |
| 1.01% | — | $477.0万 | 6.7万股 | $0 | 0股 | +6.7万股 | 新买入 |
 阿格尼科鹰矿AEM |
| 0.99% | 2.16% | $471.1万 | 3.0万股 | $823.7万 | 4.1万股 | -1.0万股-25.17% | 减仓 |
 EAST WEST BANCORPEWBC |
| 0.98% | — | $464.3万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| VVSEVSEC |
| 0.96% | 0.94% | $452.8万 | 2.0万股 | $359.8万 | 2.0万股 | +301股+1.54% | 加仓 |
| EEVERPURE CL AEVPR |
| 0.92% | — | $436.3万 | 5.5万股 | $0 | 0股 | +5.5万股 | 新买入 |
| SSPROTT ASSET MANAGEMENTCEF |
| 0.84% | 1.25% | $400.0万 | 9.9万股 | $474.6万 | 9.9万股 | -60股-0.06% | 减仓 |
| WWisdomTree·INCWT |
| 0.69% | — | $326.8万 | 19.3万股 | $0 | 0股 | +19.3万股 | 新买入 |
| QQualysQLYS |
| 0.58% | 0.37% | $275.0万 | 2.0万股 | $140.5万 | 1.6万股 | +4,000股+25.00% | 加仓 |
 微软MSFT |
| 0.49% | 0.28% | $233.4万 | 6,256股 | $105.8万 | 2,860股 | +3,396股+118.74% | 加仓 |
 EMCOREME |
| 0.49% | 0.58% | $232.7万 | 2,804股 | $219.5万 | 2,974股 | -170股-5.72% | 减仓 |
 泛林集团LRCX |
| 0.47% | 0.29% | $223.1万 | 5,148股 | $109.9万 | 5,148股 | 00.00% | 持仓不变 |
 LANTHEUSLNTH |
| 0.47% | 0.4% | $221.9万 | 2.0万股 | $151.7万 | 2.0万股 | 00.00% | 持仓不变 |
| CCOMFORT SYS USAFIX |
| 0.46% | 0.4% | $219.0万 | 1,105股 | $152.3万 | 1,105股 | 00.00% | 持仓不变 |
 United TherapeuticsUTHR |
| 0.46% | 0.68% | $216.7万 | 4,000股 | $260.9万 | 4,400股 | -400股-9.09% | 减仓 |
| RRLIRLI |
| 0.45% | 0.45% | $212.7万 | 3.6万股 | $171.1万 | 3.0万股 | +6,000股+20.00% | 加仓 |
 HalozymeHALO |
| 0.43% | 0.44% | $203.5万 | 2.6万股 | $168.0万 | 2.6万股 | 00.00% | 持仓不变 |
 SPROUTS FMRS MKTSFM |
| 0.43% | 0.49% | $203.0万 | 2.4万股 | $185.1万 | 2.4万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.42% | 0.07% | $199.1万 | 1,660股 | $28.1万 | 307股 | +1,353股+440.72% | 加仓 |
 iShares安硕·MBSACGL |
| 0.41% | 0.5% | $194.1万 | 2.0万股 | $191.9万 | 2.0万股 | 00.00% | 持仓不变 |
| BBLOCK H & RHRB |
| 0.4% | 0.33% | $190.4万 | 5.0万股 | $126.9万 | 4.0万股 | +1.0万股+25.00% | 加仓 |
