 英伟达NVDA |
| 9.4% | 8.95% | $1,303.6万 | 6.5万股 | $1,092.6万 | 6.3万股 | +2,503股+4.00% | 加仓 |
 苹果AAPL |
| 9.02% | 8.64% | $1,250.9万 | 4.3万股 | $1,054.8万 | 4.2万股 | +1,669股+4.02% | 加仓 |
 谷歌AGOOGL |
| 8.01% | 7.11% | $1,111.4万 | 3.1万股 | $867.8万 | 3.0万股 | +922股+3.06% | 加仓 |
 微软MSFT |
| 5.88% | 6.41% | $816.1万 | 2.2万股 | $783.1万 | 2.1万股 | +723股+3.42% | 加仓 |
 阿斯麦ASML |
| 4.61% | 4.38% | $639.4万 | 3,214股 | $535.1万 | 4,051股 | -837股-20.66% | 减仓 |
 应用材料AMAT |
| 3.88% | 2.64% | $538.7万 | 7,451股 | $322.0万 | 9,422股 | -1,971股-20.92% | 减仓 |
 康明斯CMI |
| 3.47% | 3.2% | $481.2万 | 6,747股 | $391.1万 | 7,269股 | -522股-7.18% | 减仓 |
 万事达MA |
| 3.27% | 3.56% | $454.0万 | 8,839股 | $434.3万 | 8,692股 | +147股+1.69% | 加仓 |
 AMD超威AMD |
| 3.25% | 1.19% | $450.5万 | 7,755股 | $144.9万 | 7,121股 | +634股+8.90% | 加仓 |
 钢铁动力STLD |
| 2.94% | 3.41% | $407.6万 | 1.8万股 | $415.9万 | 2.3万股 | -5,340股-23.11% | 减仓 |
 美国运通AXP |
| 2.93% | 3% | $406.7万 | 1.2万股 | $365.8万 | 1.2万股 | -70股-0.58% | 减仓 |
 泛林集团LRCX |
| 2.91% | 1.66% | $404.3万 | 9,330股 | $202.7万 | 9,489股 | -159股-1.68% | 减仓 |
| RRLIRLI |
| 2.9% | 3.69% | $402.3万 | 6.8万股 | $450.9万 | 7.9万股 | -1.1万股-13.85% | 减仓 |
 迪尔DE |
| 2.84% | 3.05% | $394.3万 | 6,216股 | $372.3万 | 6,610股 | -394股-5.96% | 减仓 |
 摩根大通JPM |
| 2.61% | 2.43% | $361.6万 | 1.1万股 | $297.2万 | 1.0万股 | +944股+9.34% | 加仓 |
 标普全球SPGI |
| 2.57% | 3.33% | $357.1万 | 8,769股 | $406.0万 | 9,546股 | -777股-8.14% | 减仓 |
 OLD DOMINION FREIGHT LINE INODFL |
| 2.42% | 3.1% | $335.1万 | 1.5万股 | $378.3万 | 1.9万股 | -3,891股-20.10% | 减仓 |
 ANALOG DEVICES COMADI |
| 1.67% | 1.26% | $231.9万 | 5,839股 | $153.7万 | 4,832股 | +1,007股+20.84% | 加仓 |
 科磊KLAC |
| 1.64% | 1.28% | $228.1万 | 7,560股 | $156.1万 | 1,060股 | +6,500股+613.21% | 加仓 |
 德州仪器TXN |
| 1.58% | 1.41% | $219.4万 | 7,360股 | $172.7万 | 8,896股 | -1,536股-17.27% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 1.54% | 1.03% | $214.0万 | 5,703股 | $125.4万 | 4,513股 | +1,190股+26.37% | 加仓 |
 卡特彼勒CAT |
| 1.52% | 1% | $211.5万 | 1,986股 | $122.7万 | 1,732股 | +254股+14.67% | 加仓 |
 财捷INTU |
| 1.41% | 2.43% | $195.5万 | 7,490股 | $296.3万 | 6,853股 | +637股+9.30% | 加仓 |
 GE航空GE |
| 1.16% | 1% | $160.9万 | 4,306股 | $122.2万 | 4,306股 | 00.00% | 持仓不变 |
 新思科技SNPS |
| 1.03% | 1% | $143.3万 | 3,213股 | $121.7万 | 3,069股 | +144股+4.69% | 加仓 |
 摩托罗拉解决方案MSI |
| 0.96% | 0.33% | $133.7万 | 3,219股 | $40.3万 | 928股 | +2,291股+246.88% | 加仓 |
 史赛克SYK |
| 0.96% | 0.34% | $133.3万 | 4,235股 | $41.0万 | 1,247股 | +2,988股+239.62% | 加仓 |
 礼来LLY |
| 0.89% | 0.78% | $123.3万 | 1,028股 | $94.7万 | 1,030股 | -2股-0.19% | 减仓 |
 ServiceNowNOW |
| 0.85% | 0.33% | $118.3万 | 1.2万股 | $39.8万 | 3,804股 | +8,111股+213.22% | 加仓 |
| IiShares安硕信托IVV |
| 0.82% | 0.82% | $114.4万 | 1,527股 | $99.7万 | 1,527股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 0.81% | 0.52% | $112.8万 | 960股 | $63.2万 | 724股 | +236股+32.60% | 加仓 |
 默沙东MRK |
| 0.73% | 0.77% | $100.7万 | 7,836股 | $94.3万 | 7,836股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.72% | 0.52% | $100.0万 | 6,820股 | $63.8万 | 4,418股 | +2,402股+54.37% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.7% | 6.44% | $97.1万 | 1,300股 | $786.9万 | 1.2万股 | -1.1万股-89.26% | 减仓 |
 TRAVELERS COSTRV |
| 0.53% | 0.34% | $73.9万 | 2,240股 | $41.8万 | 1,433股 | +807股+56.32% | 加仓 |
 思科CSCO |
| 0.53% | 0.54% | $72.9万 | 6,208股 | $66.0万 | 8,500股 | -2,292股-26.96% | 减仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.52% | 0.62% | $72.7万 | 1.7万股 | $76.2万 | 1.2万股 | +4,882股+40.19% | 加仓 |
 赛富时CRM |
| 0.51% | 0.68% | $70.9万 | 4,523股 | $83.6万 | 4,479股 | +44股+0.98% | 加仓 |
 达美航空DAL |
| 0.49% | 0.64% | $67.7万 | 7,233股 | $78.2万 | 1.2万股 | -4,535股-38.54% | 减仓 |
 摩根士丹利MS |
| 0.44% | — | $60.4万 | 2,888股 | $0 | 0股 | +2,888股 | 新买入 |
 PROGRESSIVEPGR |
| 0.42% | — | $57.7万 | 2,643股 | $0 | 0股 | +2,643股 | 新买入 |
 万豪MAR |
| 0.39% | — | $53.8万 | 1,452股 | $0 | 0股 | +1,452股 | 新买入 |
 强生JNJ |
| 0.39% | 0.42% | $53.7万 | 2,115股 | $51.8万 | 2,119股 | -4股-0.19% | 减仓 |
 固安捷GWW |
| 0.38% | — | $53.2万 | 391股 | $0 | 0股 | +391股 | 新买入 |
 希尔顿HLT |
| 0.38% | — | $53.1万 | 1,606股 | $0 | 0股 | +1,606股 | 新买入 |
 诺和诺德NVO |
| 0.34% | 0.29% | $46.5万 | 9,709股 | $35.7万 | 9,710股 | -1股-0.01% | 减仓 |
 Roper科技ROP |
| 0.32% | 0.5% | $44.0万 | 1,300股 | $61.5万 | 1,737股 | -437股-25.16% | 减仓 |
 伊顿ETN |
| 0.3% | — | $42.1万 | 987股 | $0 | 0股 | +987股 | 新买入 |
 欧特克ADSK |
| 0.28% | 0.55% | $39.3万 | 2,019股 | $67.4万 | 2,814股 | -795股-28.25% | 减仓 |
 贝克休斯BKR |
| 0.28% | 0.47% | $38.4万 | 6,926股 | $57.5万 | 9,420股 | -2,494股-26.48% | 减仓 |
