 美光科技MU |
| 16.78% | <0.01% | $1.80亿 | 15.6万股 | $1.7万 | 15.6万股 | 00.00% | 持仓不变 |
 DIGITAL RLTY TR COMDLR |
| 8.38% | <0.01% | $8,979.0万 | 50.0万股 | $482 | 50.0万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 7.11% | 7.44% | $7,611.2万 | 38.0万股 | $4,718.3万 | 38.0万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 6.61% | 12.91% | $7,082.2万 | 19.0万股 | $8,188.9万 | 19.0万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 3.68% | 1.79% | $3,946.8万 | 6.8万股 | $1,138.0万 | 6.8万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 3.67% | 2.93% | $3,935.5万 | 10.4万股 | $1,855.4万 | 10.4万股 | 00.00% | 持仓不变 |
 阿斯利康AZN |
| 2.9% | 4.13% | $3,107.3万 | 16.4万股 | $2,620.2万 | 16.4万股 | 00.00% | 持仓不变 |
 VertivVRT |
| 2.4% | <0.01% | $2,566.4万 | 7.7万股 | $7,713 | 7.7万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 2.27% | 2.9% | $2,427.4万 | 2.0万股 | $1,840.3万 | 2.0万股 | 00.00% | 持仓不变 |
 SMURFIT WESTROCK SHSSW |
| 2.11% | 2.84% | $2,260.9万 | 48.9万股 | $1,800.0万 | 48.9万股 | 00.00% | 持仓不变 |
 万事达MA |
| 1.91% | 3.09% | $2,045.9万 | 4.0万股 | $1,956.9万 | 4.0万股 | 00.00% | 持仓不变 |
 WASTE CONNECTIONSWCN |
| 1.82% | 4.45% | $1,954.1万 | 11.7万股 | $2,821.0万 | 11.7万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 1.81% | 1.19% | $1,935.3万 | 4.1万股 | $757.1万 | 4.1万股 | 00.00% | 持仓不变 |
 伊顿ETN |
| 1.77% | 2.33% | $1,893.2万 | 4.4万股 | $1,479.5万 | 4.4万股 | 00.00% | 持仓不变 |
 ANALOG DEVICES COMADI |
| 1.64% | 1.56% | $1,757.5万 | 4.4万股 | $991.0万 | 4.4万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 1.59% | 1.23% | $1,708.3万 | 4.8万股 | $777.9万 | 4.8万股 | 00.00% | 持仓不变 |
 SNOWFLAKE COM SHSSNOW |
| 1.51% | 1.13% | $1,619.6万 | 6.4万股 | $715.9万 | 6.4万股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 1.5% | 0.74% | $1,608.8万 | 2.2万股 | $466.4万 | 2.2万股 | 00.00% | 持仓不变 |
 UNITED RENTALSURI |
| 1.49% | 1.78% | $1,592.8万 | 1.4万股 | $1,128.5万 | 1.4万股 | 00.00% | 持仓不变 |
 史赛克SYK |
| 1.4% | 2.71% | $1,497.9万 | 4.8万股 | $1,719.2万 | 4.8万股 | 00.00% | 持仓不变 |
| EEVERPURE CL AEVPR |
| 1.38% | 1.49% | $1,480.3万 | 18.8万股 | $947.8万 | 18.8万股 | 00.00% | 持仓不变 |
 MONGODB CL AMDB |
| 1.31% | 1.8% | $1,403.4万 | 4.2万股 | $1,139.1万 | 4.2万股 | 00.00% | 持仓不变 |
 QUANTA SVCSPWR |
| 1.31% | 0.91% | $1,400.8万 | 1.9万股 | $576.6万 | 1.9万股 | 00.00% | 持仓不变 |
 相干公司COHR |
| 1.27% | <0.01% | $1,356.0万 | 3.4万股 | $3,177 | 3.4万股 | 00.00% | 持仓不变 |
 T-MOBILE US COMTMUS |
| 1.23% | 2.52% | $1,318.6万 | 7.9万股 | $1,597.8万 | 7.9万股 | 00.00% | 持仓不变 |
 WorkdayWDAY |
| 1.12% | 3.8% | $1,202.0万 | 9.8万股 | $2,409.9万 | 9.8万股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 1.09% | 2.28% | $1,169.1万 | 2.3万股 | $1,444.2万 | 2.3万股 | 00.00% | 持仓不变 |
 PROGRESSIVEPGR |
| 1.06% | 2.06% | $1,130.9万 | 5.2万股 | $1,306.6万 | 5.2万股 | 00.00% | 持仓不变 |
 迪尔DE |
| 0.94% | 1.03% | $1,004.5万 | 1.6万股 | $651.6万 | 1.6万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.89% | 0.96% | $954.6万 | 2.9万股 | $611.8万 | 2.9万股 | 00.00% | 持仓不变 |
 新思科技SNPS |
| 0.88% | 1.71% | $939.2万 | 2.1万股 | $1,085.1万 | 2.1万股 | 00.00% | 持仓不变 |
| MMASTECMTZ |
| 0.87% | <0.01% | $933.5万 | 2.2万股 | $2,754 | 2.2万股 | 00.00% | 持仓不变 |
 西屋制动WAB |
| 0.84% | 0.96% | $904.7万 | 3.4万股 | $611.7万 | 3.4万股 | 00.00% | 持仓不变 |
 ALCON ORD SHSALC |
| 0.83% | 2.27% | $893.9万 | 13.3万股 | $1,437.4万 | 13.3万股 | 00.00% | 持仓不变 |
 FERRARI COMRACE |
| 0.82% | 1.88% | $880.4万 | 2.4万股 | $1,194.4万 | 2.4万股 | 00.00% | 持仓不变 |
| AASTERA LABSALAB |
| 0.78% | <0.01% | $832.3万 | 1.7万股 | $943 | 1.7万股 | 00.00% | 持仓不变 |
 CrowdStrikeCRWD |
| 0.77% | 0.48% | $828.3万 | 1.1万股 | $305.5万 | 1.1万股 | 00.00% | 持仓不变 |
 直觉外科ISRG |
| 0.7% | 1.45% | $753.4万 | 1.9万股 | $921.4万 | 1.9万股 | 00.00% | 持仓不变 |
 VeevaVEEV |
| 0.67% | 1.33% | $714.7万 | 4.0万股 | $843.4万 | 4.0万股 | 00.00% | 持仓不变 |
 埃森哲ACN |
| 0.67% | 3.21% | $712.3万 | 5.7万股 | $2,036.7万 | 5.7万股 | 00.00% | 持仓不变 |
| DDARLING INGREDIENTSDAR |
| 0.66% | 0.75% | $710.6万 | 13.0万股 | $474.3万 | 13.0万股 | 00.00% | 持仓不变 |
 STELLANTIS N.V SHSSTLA |
| 0.59% | <0.01% | $637.2万 | 111.0万股 | $1.8万 | 111.0万股 | 00.00% | 持仓不变 |
| PPROCORE TECHNOLOGIESPCOR |
| 0.59% | 1.51% | $631.1万 | 15.5万股 | $957.6万 | 15.5万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.58% | 0.77% | $621.5万 | 2.1万股 | $488.7万 | 2.1万股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| 0.55% | 0.93% | $592.2万 | 1.7万股 | $588.2万 | 1.7万股 | 00.00% | 持仓不变 |
 财捷INTU |
| 0.41% | 1.69% | $439.7万 | 1.7万股 | $1,072.8万 | 1.7万股 | 00.00% | 持仓不变 |
 VERISK ANALYTICS COMVRSK |
| 0.4% | 1.01% | $432.4万 | 2.4万股 | $638.2万 | 2.4万股 | 00.00% | 持仓不变 |
 ON SEMICONDUCTOR COMON |
| 0.39% | 0.51% | $420.2万 | 4.4万股 | $325.9万 | 4.4万股 | 00.00% | 持仓不变 |
| GGitLabGTLB |
| 0.38% | 1.08% | $408.1万 | 13.4万股 | $687.2万 | 13.4万股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 0.35% | 0.56% | $376.4万 | 4.3万股 | $358.0万 | 4.3万股 | 00.00% | 持仓不变 |
