 英伟达NVDA |
| 6.69% | 6.16% | $1.81亿 | 90.5万股 | $1.52亿 | 86.9万股 | +3.6万股+4.12% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 3.76% | 2.62% | $1.02亿 | 27.2万股 | $6,447.5万 | 23.2万股 | +3.9万股+17.01% | 加仓 |
 微软MSFT |
| 3.63% | 2.84% | $9,816.2万 | 26.3万股 | $6,990.6万 | 18.9万股 | +7.4万股+39.35% | 加仓 |
 博通AVGO |
| 3.1% | 2.13% | $8,380.7万 | 22.2万股 | $5,252.9万 | 17.0万股 | +5.2万股+30.72% | 加仓 |
 谷歌AGOOGL |
| 2.85% | 2.11% | $7,708.6万 | 21.6万股 | $5,200.1万 | 18.1万股 | +3.5万股+19.28% | 加仓 |
 AMD超威AMD |
| 2.67% | 1.51% | $7,231.9万 | 12.4万股 | $3,716.0万 | 18.3万股 | -5.8万股-31.85% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 2.32% | 1.58% | $6,291.9万 | 24.7万股 | $3,886.5万 | 25.8万股 | -1.0万股-4.06% | 减仓 |
 新思科技SNPS |
| 2.05% | 2.45% | $5,555.8万 | 12.5万股 | $6,021.5万 | 15.2万股 | -2.7万股-17.99% | 减仓 |
 科磊KLAC |
| 2.05% | 1.17% | $5,544.1万 | 18.4万股 | $2,890.6万 | 2.0万股 | +16.4万股+836.00% | 加仓 |
 CrowdStrikeCRWD |
| 1.88% | 1.86% | $5,097.8万 | 6.7万股 | $4,592.2万 | 11.8万股 | -5.1万股-43.21% | 减仓 |
 MONGODB CL AMDB |
| 1.6% | 0.97% | $4,328.6万 | 12.9万股 | $2,381.6万 | 9.7万股 | +3.2万股+32.44% | 加仓 |
 VertivVRT |
| 1.56% | 1.54% | $4,218.8万 | 12.6万股 | $3,793.5万 | 15.1万股 | -2.5万股-16.77% | 减仓 |
 WASTE MGMT DELWM |
| 1.52% | 1.55% | $4,116.1万 | 18.5万股 | $3,824.8万 | 16.6万股 | +1.8万股+10.95% | 加仓 |
| BBENTLEY SYSBSY |
| 1.52% | 1.79% | $4,103.9万 | 137.3万股 | $4,417.0万 | 125.8万股 | +11.5万股+9.17% | 加仓 |
 QUANTA SVCSPWR |
| 1.47% | 0.36% | $3,988.9万 | 5.5万股 | $879.1万 | 1.6万股 | +3.9万股+245.96% | 加仓 |
 艺康ECL |
| 1.44% | 2.19% | $3,887.5万 | 14.0万股 | $5,390.6万 | 20.3万股 | -6.3万股-31.14% | 减仓 |
 直觉外科ISRG |
| 1.37% | 1.71% | $3,715.0万 | 9.3万股 | $4,207.9万 | 9.1万股 | +2,137股+2.34% | 加仓 |
 VERALTO COM SHSVLTO |
| 1.37% | 1.27% | $3,708.6万 | 41.8万股 | $3,131.7万 | 35.4万股 | +6.4万股+18.07% | 加仓 |
 IDEXIEX |
| 1.27% | 1.24% | $3,446.8万 | 15.2万股 | $3,046.1万 | 16.1万股 | -8,827股-5.49% | 减仓 |
 DatadogDDOG |
| 1.2% | 0.35% | $3,246.6万 | 12.5万股 | $857.6万 | 7.3万股 | +5.2万股+71.64% | 加仓 |
 NVENT ELECTRICNVT |
| 1.19% | 1.54% | $3,226.1万 | 19.0万股 | $3,791.1万 | 32.1万股 | -13.0万股-40.66% | 减仓 |
| T赛默飞世尔TMO |
| 1.18% | 1.46% | $3,206.5万 | 6.4万股 | $3,601.7万 | 7.3万股 | -9,318股-12.72% | 减仓 |
| JJBT MARELJBTM |
| 1.11% | 1.01% | $3,019.1万 | 20.8万股 | $2,486.2万 | 19.4万股 | +1.4万股+7.09% | 加仓 |
 赛莱默XYL |
| 1.11% | 1.19% | $3,000.6万 | 25.4万股 | $2,921.8万 | 24.5万股 | +9,331股+3.82% | 加仓 |
 PALO ALTOPANW |
| 1.09% | 1.21% | $2,948.5万 | 8.6万股 | $2,991.0万 | 18.7万股 | -10.0万股-53.66% | 减仓 |
 ServiceNowNOW |
| 1.05% | 2.6% | $2,835.3万 | 28.6万股 | $6,396.1万 | 61.2万股 | -32.6万股-53.32% | 减仓 |
 CLEAN HARBORSCLH |
| 1.02% | 1.52% | $2,767.4万 | 9.3万股 | $3,746.8万 | 13.1万股 | -3.8万股-29.11% | 减仓 |
 ADVANCED DRAIN SYS DELWMS |
| 1.01% | 0.96% | $2,724.2万 | 17.4万股 | $2,360.7万 | 17.2万股 | +1,407股+0.82% | 加仓 |
 VisaV |
| 1% | 0.47% | $2,699.8万 | 7.9万股 | $1,146.4万 | 3.8万股 | +4.1万股+107.47% | 加仓 |
| FFLEXFLEX |
| 0.93% | 0.36% | $2,523.7万 | 15.6万股 | $890.8万 | 13.6万股 | +2.0万股+14.42% | 加仓 |
 WASTE CONNECTIONSWCN |
| 0.87% | 0.98% | $2,360.1万 | 14.2万股 | $2,406.2万 | 14.8万股 | -6,539股-4.41% | 减仓 |
 高露洁CL |
| 0.86% | 0.4% | $2,326.9万 | 25.4万股 | $978.6万 | 11.5万股 | +13.9万股+121.06% | 加仓 |
 DANAHER DEL COMDHR |
| 0.83% | 1.01% | $2,251.5万 | 11.8万股 | $2,483.1万 | 13.1万股 | -1.3万股-9.74% | 减仓 |
| MMANHATTAN ASSOCIATESMANH |
| 0.83% | 0.8% | $2,236.7万 | 16.1万股 | $1,978.5万 | 14.9万股 | +1.2万股+8.08% | 加仓 |
 滨特尔PNR |
| 0.79% | 0.81% | $2,148.9万 | 28.0万股 | $1,994.1万 | 22.9万股 | +5.1万股+22.45% | 加仓 |
 JFROGFROG |
| 0.78% | 0.68% | $2,109.5万 | 23.2万股 | $1,664.0万 | 35.5万股 | -12.2万股-34.54% | 减仓 |
 威瑞森VZ |
| 0.75% | 0.33% | $2,035.4万 | 48.1万股 | $809.9万 | 16.1万股 | +31.9万股+197.98% | 加仓 |
| TTETRA TECH NEWTTEK |
| 0.71% | 0.75% | $1,934.5万 | 67.0万股 | $1,842.5万 | 61.2万股 | +5.8万股+9.46% | 加仓 |
 CORE & MAINCNM |
| 0.71% | 0.84% | $1,926.3万 | 39.9万股 | $2,064.9万 | 41.8万股 | -1.9万股-4.49% | 减仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 0.7% | 0.46% | $1,884.1万 | 5.4万股 | $1,124.4万 | 4.0万股 | +1.4万股+35.16% | 加仓 |
 默沙东MRK |
| 0.69% | 0.21% | $1,857.5万 | 14.5万股 | $525.6万 | 4.4万股 | +10.1万股+230.79% | 加仓 |
| PPTC COMPTC |
| 0.67% | 1% | $1,803.4万 | 15.9万股 | $2,465.6万 | 17.3万股 | -1.4万股-8.27% | 减仓 |
| EENERSYSENS |
| 0.65% | 0.48% | $1,759.9万 | 7.5万股 | $1,171.5万 | 6.7万股 | +7,830股+11.61% | 加仓 |
 林德LIN |
| 0.64% | 0.55% | $1,737.0万 | 3.3万股 | $1,345.3万 | 2.7万股 | +6,337股+23.35% | 加仓 |
 TRIMBLE COMTRMB |
| 0.64% | 0.7% | $1,728.5万 | 33.8万股 | $1,733.2万 | 26.6万股 | +7.2万股+27.11% | 加仓 |
 艾伯维ABBV |
| 0.64% | 0.25% | $1,721.0万 | 6.8万股 | $610.0万 | 2.8万股 | +4.0万股+143.83% | 加仓 |
 艾默生电气EMR |
| 0.62% | 0.51% | $1,690.2万 | 11.8万股 | $1,250.0万 | 9.5万股 | +2.3万股+23.75% | 加仓 |
 LITTELFUSELFUS |
| 0.62% | 0.65% | $1,674.0万 | 3.7万股 | $1,608.9万 | 4.7万股 | -1.1万股-22.45% | 减仓 |
 美光科技MU |
| 0.61% | — | $1,646.8万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 德康医疗DXCM |
| 0.61% | 0.75% | $1,640.1万 | 24.4万股 | $1,838.5万 | 29.3万股 | -4.9万股-16.82% | 减仓 |
