 应用材料AMAT |
| 3.89% | 3.32% | $1,059.0万 | 1.5万股 | $921.0万 | 2.7万股 | -1.2万股-45.64% | 减仓 |
 台积电TSM |
| 3.6% | 2.75% | $980.8万 | 2.1万股 | $764.6万 | 2.3万股 | -2,087股-9.22% | 减仓 |
 苹果AAPL |
| 3.59% | 3.65% | $977.9万 | 3.4万股 | $1,012.8万 | 4.0万股 | -6,115股-15.32% | 减仓 |
 博通AVGO |
| 2.91% | 3.4% | $794.2万 | 2.1万股 | $943.9万 | 3.0万股 | -9,472股-31.06% | 减仓 |
 CROCSCROX |
| 2.88% | 1.95% | $783.9万 | 6.5万股 | $541.3万 | 6.5万股 | -228股-0.35% | 减仓 |
 UNITED RENTALSURI |
| 2.82% | 1.89% | $768.7万 | 6,785股 | $525.1万 | 7,207股 | -422股-5.86% | 减仓 |
 阿斯麦ASML |
| 2.71% | 2.05% | $738.5万 | 3,712股 | $569.5万 | 4,312股 | -600股-13.91% | 减仓 |
 EAST WEST BANCORPEWBC |
| 2.67% | 2.31% | $726.3万 | 5.6万股 | $640.6万 | 6.0万股 | -3,738股-6.23% | 减仓 |
 谷歌AGOOGL |
| 2.45% | 4.01% | $667.5万 | 1.9万股 | $1,114.5万 | 3.9万股 | -2.0万股-51.80% | 减仓 |
 微软MSFT |
| 2.36% | 2.64% | $642.3万 | 1.7万股 | $732.3万 | 2.0万股 | -2,562股-12.95% | 减仓 |
 WASTE MGMT DELWM |
| 2.36% | 2.63% | $642.3万 | 2.9万股 | $730.0万 | 3.2万股 | -2,953股-9.30% | 减仓 |
| CCIGNALIBD |
| 2.29% | 1.37% | $625.4万 | 2.3万股 | $380.4万 | 1.4万股 | +8,424股+59.07% | 加仓 |
| EEVERPURE CL AEVPR |
| 2.28% | 1.71% | $622.1万 | 7.9万股 | $474.0万 | 8.0万股 | -1,332股-1.66% | 减仓 |
 VisaV |
| 2.26% | 2.19% | $616.5万 | 1.8万股 | $609.2万 | 2.0万股 | -2,187股-10.85% | 减仓 |
 METLIFE COMMET |
| 2.19% | 2% | $596.9万 | 7.1万股 | $555.8万 | 7.9万股 | -8,042股-10.23% | 减仓 |
 芝加哥期权交易所CBOE |
| 2.18% | 2.61% | $594.7万 | 2.5万股 | $725.7万 | 2.6万股 | -1,316股-5.10% | 减仓 |
 英伟达NVDA |
| 2.15% | 1.91% | $584.9万 | 2.9万股 | $530.6万 | 3.0万股 | -1,190股-3.91% | 减仓 |
 iShares安硕·MBSACGL |
| 2.13% | 2.26% | $579.9万 | 6.0万股 | $627.6万 | 6.5万股 | -5,630股-8.61% | 减仓 |
 T-MOBILE US COMTMUS |
| 2.08% | 1.77% | $567.7万 | 3.4万股 | $491.9万 | 2.3万股 | +1.0万股+44.51% | 加仓 |
 FLOWSERVEFLS |
| 2.07% | 2.21% | $565.2万 | 7.6万股 | $613.2万 | 8.3万股 | -7,211股-8.64% | 减仓 |
 康明斯CMI |
| 2.01% | 3.55% | $548.2万 | 7,687股 | $986.6万 | 1.8万股 | -1.1万股-58.08% | 减仓 |
 美国电力AEP |
| 1.99% | 2.02% | $542.9万 | 4.0万股 | $562.0万 | 4.3万股 | -3,189股-7.44% | 减仓 |
 BORGWARNERBWA |
| 1.98% | — | $540.5万 | 8.1万股 | $0 | 0股 | +8.1万股 | 新买入 |
| Q高通QCOM |
| 1.94% | 1.47% | $529.7万 | 2.9万股 | $407.6万 | 3.2万股 | -2,983股-9.43% | 减仓 |
 德事隆TXT |
| 1.91% | — | $520.7万 | 5.7万股 | $0 | 0股 | +5.7万股 | 新买入 |
 皇冠控股CCK |
| 1.87% | 1.7% | $509.1万 | 4.6万股 | $473.4万 | 4.7万股 | -1,694股-3.59% | 减仓 |
 Meta平台META |
| 1.82% | 1.98% | $495.7万 | 8,800股 | $549.6万 | 9,606股 | -806股-8.39% | 减仓 |
 宝洁PG |
| 1.76% | 1.85% | $479.1万 | 3.3万股 | $515.0万 | 3.6万股 | -2,978股-8.35% | 减仓 |
 新思科技SNPS |
| 1.69% | 1.68% | $461.0万 | 1.0万股 | $467.8万 | 1.2万股 | -1,465股-12.42% | 减仓 |
| PPROLOGIS COMPLD |
| 1.62% | 1.76% | $441.9万 | 3.3万股 | $487.6万 | 3.7万股 | -4,274股-11.59% | 减仓 |
| V先锋领航全球基金VGT |
| 1.62% | 1.32% | $440.5万 | 3.7万股 | $367.9万 | 5,272股 | +3.2万股+599.09% | 加仓 |
| PPVHPVH |
| 1.62% | 1.51% | $440.1万 | 5.9万股 | $420.4万 | 6.0万股 | -995股-1.65% | 减仓 |
 高盛GS |
| 1.59% | 2.41% | $434.4万 | 4,295股 | $670.3万 | 7,924股 | -3,629股-45.80% | 减仓 |
 恩智浦NXPI |
| 1.59% | 1.12% | $432.1万 | 1.5万股 | $310.0万 | 1.6万股 | -371股-2.36% | 减仓 |
 福克斯FOXA |
| 1.56% | 1.76% | $423.9万 | 9.1万股 | $488.7万 | 9.2万股 | -1,525股-1.66% | 减仓 |
 美敦力MDT |
| 1.53% | 1.7% | $417.6万 | 5.3万股 | $472.5万 | 5.5万股 | -1,148股-2.11% | 减仓 |
 赛富时CRM |
| 1.46% | 1.79% | $396.8万 | 2.5万股 | $496.6万 | 2.7万股 | -1,271股-4.78% | 减仓 |
| AAPTIVAPTV |
| 1.39% | — | $377.4万 | 6.1万股 | $0 | 0股 | +6.1万股 | 新买入 |
| BBECTON DICKINSON & COMBDX |
| 1.35% | 1.34% | $369.0万 | 2.4万股 | $372.8万 | 2.4万股 | +668股+2.82% | 加仓 |
 INGREDION COMINGR |
| 1.2% | 1.36% | $326.0万 | 3.4万股 | $376.5万 | 3.3万股 | +997股+2.98% | 加仓 |
 埃森哲ACN |
| 1.15% | 1.81% | $313.2万 | 2.5万股 | $502.5万 | 2.5万股 | -170股-0.67% | 减仓 |
 ADOBE COMADBE |
| 1.12% | 1.12% | $305.7万 | 1.5万股 | $311.9万 | 1.3万股 | +2,078股+16.19% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 1.12% | 1.44% | $303.9万 | 7.1万股 | $399.9万 | 6.4万股 | +7,476股+11.73% | 加仓 |
 DTE ENERGY COMDTE |
| 0.98% | — | $268.3万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 EOG资源EOG |
| 0.94% | 1.13% | $255.8万 | 2.0万股 | $313.7万 | 2.2万股 | -1,979股-9.12% | 减仓 |
 ONEOKOKE |
| 0.8% | 0.8% | $219.3万 | 2.5万股 | $223.5万 | 2.5万股 | +497股+2.01% | 加仓 |
| V先锋领航·TOTALBND |
| 0.67% | 0.67% | $182.9万 | 2.5万股 | $184.6万 | 2.5万股 | -164股-0.65% | 减仓 |
| IiShares安硕信托AGG |
| 0.65% | 0.65% | $176.4万 | 1.8万股 | $180.0万 | 1.8万股 | -305股-1.68% | 减仓 |
 VICI PPTYS COMVICI |
| 0.58% | 0.64% | $157.5万 | 5.9万股 | $176.9万 | 6.5万股 | -5,439股-8.40% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.55% | 0.52% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
