 应用材料AMAT |
| 6.39% | 4.08% | $1.33亿 | 18.3万股 | $7,261.8万 | 21.2万股 | -2.9万股-13.72% | 减仓 |
 英伟达NVDA |
| 6.25% | 6.33% | $1.30亿 | 64.8万股 | $1.13亿 | 64.6万股 | +1,884股+0.29% | 加仓 |
 谷歌AGOOGL |
| 4.37% | 4.14% | $9,066.0万 | 25.4万股 | $7,373.6万 | 25.6万股 | -2,732股-1.07% | 减仓 |
 礼来LLY |
| 4.18% | 3.83% | $8,684.1万 | 7.2万股 | $6,814.9万 | 7.4万股 | -1,691股-2.28% | 减仓 |
 苹果AAPL |
| 4.16% | 4.11% | $8,625.6万 | 29.8万股 | $7,321.8万 | 28.9万股 | +9,592股+3.32% | 加仓 |
 亚马逊AMZN |
| 3.08% | 3.1% | $6,390.9万 | 26.8万股 | $5,516.9万 | 26.5万股 | +3,251股+1.23% | 加仓 |
 康明斯CMI |
| 2.39% | 2.12% | $4,954.2万 | 6.9万股 | $3,772.4万 | 7.0万股 | -653股-0.93% | 减仓 |
 GE航空GE |
| 2.18% | 2.08% | $4,520.3万 | 12.1万股 | $3,698.3万 | 13.0万股 | -9,376股-7.19% | 减仓 |
 伊顿ETN |
| 2.07% | 1.98% | $4,299.7万 | 10.1万股 | $3,530.1万 | 9.9万股 | +2,205股+2.23% | 加仓 |
 摩根大通JPM |
| 2% | 2.09% | $4,150.5万 | 12.7万股 | $3,719.3万 | 12.6万股 | +361股+0.29% | 加仓 |
 VisaV |
| 1.99% | 2.04% | $4,135.3万 | 12.1万股 | $3,641.5万 | 12.0万股 | +47股+0.04% | 加仓 |
 UNITED RENTALSURI |
| 1.86% | 1.44% | $3,869.0万 | 3.4万股 | $2,562.5万 | 3.5万股 | -1,020股-2.90% | 减仓 |
 MONOLITHIC PWR SYSMPWR |
| 1.86% | 1.27% | $3,862.3万 | 2.8万股 | $2,269.4万 | 2.1万股 | +7,184股+34.61% | 加仓 |
 纽柯钢铁NUE |
| 1.81% | 1.6% | $3,752.0万 | 16.8万股 | $2,848.4万 | 16.8万股 | -6股-0.00% | 减仓 |
 嘉信理财SCHW |
| 1.66% | 1.88% | $3,435.6万 | 37.2万股 | $3,350.7万 | 35.7万股 | +1.6万股+4.43% | 加仓 |
| E爱克斯龙EXC |
| 1.52% | 0.33% | $3,153.1万 | 67.6万股 | $590.5万 | 12.0万股 | +55.6万股+461.48% | 加仓 |
 派克汉尼汾PH |
| 1.51% | 0.1% | $3,142.7万 | 3.2万股 | $179.2万 | 2,002股 | +3.0万股+1,504.90% | 加仓 |
 Vulcan材料VMC |
| 1.48% | 1.56% | $3,064.0万 | 10.4万股 | $2,783.6万 | 10.2万股 | +1,635股+1.60% | 加仓 |
 微软MSFT |
| 1.46% | 1.6% | $3,036.1万 | 8.1万股 | $2,856.3万 | 7.7万股 | +4,231股+5.48% | 加仓 |
 ROSS STORES COMROST |
| 1.43% | 1.64% | $2,972.1万 | 14.0万股 | $2,927.1万 | 13.5万股 | +4,515股+3.34% | 加仓 |
 ILLUMINAILMN |
| 1.43% | 1.59% | $2,963.7万 | 16.9万股 | $2,838.3万 | 23.0万股 | -6.2万股-26.80% | 减仓 |
 新思科技SNPS |
| 1.37% | 1.47% | $2,845.5万 | 6.4万股 | $2,626.3万 | 6.6万股 | -2,450股-3.70% | 减仓 |
 Meta平台META |
| 1.33% | 1.53% | $2,766.9万 | 4.9万股 | $2,733.1万 | 4.8万股 | +1,349股+2.82% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.33% | 1.52% | $2,766.7万 | 5.5万股 | $2,699.3万 | 5.6万股 | -1,039股-1.84% | 减仓 |
 ShopifySHOP |
| 1.19% | 1.7% | $2,462.7万 | 21.6万股 | $3,032.9万 | 25.6万股 | -4.0万股-15.64% | 减仓 |
| QQNITY ELECTRONICS COMMON STOCKQ |
| 1.16% | 0.01% | $2,405.4万 | 14.7万股 | $20.5万 | 1,778股 | +14.6万股+8,184.08% | 加仓 |
 博通AVGO |
| 0.78% | 0.73% | $1,627.2万 | 4.3万股 | $1,291.9万 | 4.2万股 | +1,334股+3.20% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.74% | 0.73% | $1,542.6万 | 4.4万股 | $1,294.3万 | 4.5万股 | -1,460股-3.24% | 减仓 |
 强生JNJ |
| 0.68% | 0.76% | $1,415.6万 | 5.6万股 | $1,350.8万 | 5.5万股 | +475股+0.86% | 加仓 |
 特斯拉TSLA |
| 0.51% | 0.34% | $1,054.8万 | 2.5万股 | $598.5万 | 1.6万股 | +8,979股+55.77% | 加仓 |
 思科CSCO |
| 0.51% | 0.41% | $1,054.2万 | 9.0万股 | $729.0万 | 9.4万股 | -4,207股-4.48% | 减仓 |
 COCA-COLA EUROPACIFIC PARTNERS SHSCCEP |
| 0.48% | 0.48% | $989.1万 | 9.9万股 | $848.6万 | 9.4万股 | +5,244股+5.60% | 加仓 |
 AMD超威AMD |
| 0.47% | 0.19% | $977.4万 | 1.7万股 | $332.8万 | 1.6万股 | +467股+2.85% | 加仓 |
 美光科技MU |
| 0.46% | 0.17% | $959.0万 | 8,308股 | $299.4万 | 8,863股 | -555股-6.26% | 减仓 |
 可口可乐KO |
| 0.45% | 0.47% | $931.7万 | 11.5万股 | $841.9万 | 11.1万股 | +3,948股+3.57% | 加仓 |
 麦当劳MCD |
| 0.43% | 0.54% | $901.1万 | 3.3万股 | $967.4万 | 3.1万股 | +2,207股+7.09% | 加仓 |
| KKOSMOS ENERGYKOS |
| 0.41% | 0.63% | $845.8万 | 400.9万股 | $1,114.4万 | 400.9万股 | 00.00% | 持仓不变 |
 WASTE MGMT DELWM |
| 0.38% | 0.43% | $788.8万 | 3.5万股 | $774.1万 | 3.4万股 | +1,706股+5.06% | 加仓 |
 PALO ALTOPANW |
| 0.37% | 0.26% | $768.2万 | 2.3万股 | $466.7万 | 2.9万股 | -6,583股-22.61% | 减仓 |
 艾伯维ABBV |
| 0.37% | 0.37% | $763.0万 | 3.0万股 | $652.2万 | 3.0万股 | +334股+1.11% | 加仓 |
 AMETEK COMAME |
| 0.34% | 0.34% | $709.1万 | 2.9万股 | $598.3万 | 2.8万股 | +1,400股+5.02% | 加仓 |
 泛林集团LRCX |
| 0.33% | 0.21% | $680.2万 | 1.6万股 | $381.9万 | 1.8万股 | -2,176股-12.17% | 减仓 |
 宝洁PG |
| 0.32% | 0.41% | $665.5万 | 4.5万股 | $724.3万 | 5.0万股 | -4,763股-9.50% | 减仓 |
 CencoraCOR |
| 0.31% | 0.34% | $647.8万 | 2.3万股 | $608.9万 | 1.9万股 | +3,511股+18.11% | 加仓 |
 哈勃HUBB |
| 0.31% | 0.3% | $646.4万 | 1.2万股 | $536.6万 | 1.1万股 | +1,420股+12.99% | 加仓 |
 万事达MA |
| 0.3% | 0.24% | $628.4万 | 1.2万股 | $421.9万 | 8,444股 | +3,792股+44.91% | 加仓 |
 科磊KLAC |
| 0.29% | 0.18% | $596.6万 | 2.0万股 | $311.9万 | 2,118股 | +1.8万股+833.66% | 加仓 |
 GENERAL MILLS COMGIS |
| 0.28% | 0.28% | $583.8万 | 16.8万股 | $503.0万 | 13.5万股 | +3.3万股+24.12% | 加仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.28% | 0.31% | $575.2万 | 9.9万股 | $547.5万 | 9.5万股 | +4,462股+4.70% | 加仓 |
 MCKESSON COMMCK |
| 0.28% | 0.33% | $572.5万 | 7,577股 | $593.5万 | 6,858股 | +719股+10.48% | 加仓 |
