 台积电TSM |
| 14.97% | 14.97% | $6,665.6万 | 38.4万股 | $6,665.6万 | 38.4万股 | 00.00% | 持仓不变 |
 International Flavors & Fragrances INC Fragrans CORP COMMONIFF |
| 13.9% | 13.9% | $6,188.2万 | 59.0万股 | $6,188.2万 | 59.0万股 | 00.00% | 持仓不变 |
 伊顿ETN |
| 9.98% | 9.98% | $4,441.5万 | 13.4万股 | $4,441.5万 | 13.4万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 7.57% | 7.57% | $3,369.3万 | 19.5万股 | $3,369.3万 | 19.5万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 4.7% | 4.7% | $2,094.0万 | 11.2万股 | $2,094.0万 | 11.2万股 | 00.00% | 持仓不变 |
 通用汽车GM |
| 4.54% | 4.54% | $2,022.1万 | 45.1万股 | $2,022.1万 | 45.1万股 | 00.00% | 持仓不变 |
 自由港麦克莫兰FCX |
| 4.36% | 4.36% | $1,942.5万 | 38.9万股 | $1,942.5万 | 38.9万股 | 00.00% | 持仓不变 |
| CCBRE CL ACBRE |
| 4.03% | 4.03% | $1,796.0万 | 12.3万股 | $1,796.0万 | 12.3万股 | 00.00% | 持仓不变 |
 UNIVERSAL DISPLAYOLED |
| 3.96% | 3.96% | $1,762.4万 | 8.4万股 | $1,762.4万 | 8.4万股 | 00.00% | 持仓不变 |
 CORTEVA COMCTVA |
| 3.18% | 3.18% | $1,414.3万 | 24.1万股 | $1,414.3万 | 24.1万股 | 00.00% | 持仓不变 |
| CCRHCRH |
| 3.14% | 3.14% | $1,398.3万 | 15.1万股 | $1,398.3万 | 15.1万股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 3.08% | 3.08% | $1,369.4万 | 11.3万股 | $1,369.4万 | 11.3万股 | 00.00% | 持仓不变 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 3.07% | 3.07% | $1,366.5万 | 5.9万股 | $1,366.5万 | 5.9万股 | 00.00% | 持仓不变 |
 空气化工APD |
| 2.44% | 2.44% | $1,087.7万 | 3.7万股 | $1,087.7万 | 3.7万股 | 00.00% | 持仓不变 |
 FERGUSON ENTERPRISESFERG |
| 2.15% | 2.15% | $956.4万 | 4.8万股 | $956.4万 | 4.8万股 | 00.00% | 持仓不变 |
 CARRIER GLOBALCARR |
| 2.08% | 2.08% | $924.3万 | 11.5万股 | $924.3万 | 11.5万股 | 00.00% | 持仓不变 |
 3M COMMMM |
| 1.56% | 1.56% | $693.2万 | 5.1万股 | $693.2万 | 5.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 1.37% | 1.37% | $608.8万 | 2.8万股 | $608.8万 | 2.8万股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLP |
| 1.26% | 1.26% | $559.4万 | 6.7万股 | $559.4万 | 6.7万股 | 00.00% | 持仓不变 |
| AAPTIVAPTV |
| 1.02% | 1.02% | $455.2万 | 6.3万股 | $455.2万 | 6.3万股 | 00.00% | 持仓不变 |
 江森自控JCI |
| 1.02% | 1.02% | $453.4万 | 5.8万股 | $453.4万 | 5.8万股 | 00.00% | 持仓不变 |
 TRIMBLE COMTRMB |
| 1.01% | 1.01% | $448.8万 | 7.2万股 | $448.8万 | 7.2万股 | 00.00% | 持仓不变 |
 霍尼韦尔HON |
| 1% | 1% | $444.7万 | 2.2万股 | $444.7万 | 2.2万股 | 00.00% | 持仓不变 |
 OSHKOSHOSK |
| 0.99% | 0.99% | $441.9万 | 4.4万股 | $441.9万 | 4.4万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.9% | 0.9% | $401.0万 | 6,989股 | $401.0万 | 6,989股 | 00.00% | 持仓不变 |
 康明斯CMI |
| 0.75% | 0.75% | $334.1万 | 1.0万股 | $334.1万 | 1.0万股 | 00.00% | 持仓不变 |
| EELEMENT SOLUTIONSESI |
| 0.68% | 0.68% | $301.8万 | 11.1万股 | $301.8万 | 11.1万股 | 00.00% | 持仓不变 |
 WESTLAKEWLK |
| 0.5% | 0.5% | $220.5万 | 1.5万股 | $220.5万 | 1.5万股 | 00.00% | 持仓不变 |
 特灵科技TT |
| 0.49% | 0.49% | $217.6万 | 5,597股 | $217.6万 | 5,597股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托RSP |
| 0.32% | 0.32% | $142.4万 | 7,946股 | $142.4万 | 7,946股 | 00.00% | 持仓不变 |
