 应用材料AMAT |
| 17.81% | 14.99% | $6,687.6万 | 9.2万股 | $4,035.2万 | 11.8万股 | -2.6万股-21.65% | 减仓 |
 泛林集团LRCX |
| 17.18% | 12.68% | $6,451.3万 | 14.9万股 | $3,414.0万 | 16.0万股 | -1.1万股-6.83% | 减仓 |
 科磊KLAC |
| 10.92% | 7.44% | $4,102.0万 | 13.6万股 | $2,001.9万 | 1.4万股 | +12.2万股+900.00% | 加仓 |
 华纳兄弟探索WBD |
| 6.59% | 9.91% | $2,473.8万 | 92.8万股 | $2,667.1万 | 97.1万股 | -4.3万股-4.47% | 减仓 |
 思科CSCO |
| 6.44% | 5.94% | $2,419.1万 | 20.6万股 | $1,598.0万 | 20.6万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 6.05% | 7.41% | $2,273.2万 | 7.9万股 | $1,993.8万 | 7.9万股 | 00.00% | 持仓不变 |
 WELLS FARGO NEWWFC |
| 5.59% | 7.52% | $2,100.6万 | 25.4万股 | $2,023.6万 | 25.4万股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 4.28% | 1.89% | $1,606.5万 | 11.5万股 | $507.7万 | 11.5万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 4.05% | 5.3% | $1,522.8万 | 4.1万股 | $1,426.0万 | 3.9万股 | +2,300股+5.97% | 加仓 |
 耐克NKE |
| 3.95% | 4.77% | $1,483.9万 | 36.1万股 | $1,283.1万 | 24.3万股 | +11.9万股+48.81% | 加仓 |
 GATXGATX |
| 3.93% | 5.29% | $1,477.7万 | 8.3万股 | $1,423.9万 | 8.3万股 | 00.00% | 持仓不变 |
 COMCAST NEW CL ACMCSA |
| 3.59% | 5.12% | $1,349.1万 | 55.0万股 | $1,379.2万 | 48.0万股 | +6.9万股+14.39% | 加仓 |
 EAGLE MATLSEXP |
| 3.54% | 4.16% | $1,331.0万 | 5.9万股 | $1,120.7万 | 5.9万股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 2.21% | 2.64% | $831.8万 | 14.6万股 | $711.7万 | 14.6万股 | 00.00% | 持仓不变 |
| VVERSANT MEDIA COM CL AVSNT |
| 2.12% | 2.84% | $796.8万 | 22.1万股 | $764.2万 | 20.6万股 | +1.5万股+7.19% | 加仓 |
 惠普HPQ |
| 1.73% | 2.11% | $648.1万 | 29.5万股 | $567.5万 | 29.5万股 | 00.00% | 持仓不变 |
