 思科CSCO |
| 1.48% | 1.23% | $25.09亿 | 2,135.9万股 | $17.18亿 | 2,213.9万股 | -78.1万股-3.53% | 减仓 |
 英伟达NVDA |
| 1.28% | 1.3% | $21.75亿 | 1,086.9万股 | $18.18亿 | 1,042.7万股 | +44.3万股+4.25% | 加仓 |
 博通AVGO |
| 1.14% | 1.14% | $19.42亿 | 514.1万股 | $16.02亿 | 517.6万股 | -3.4万股-0.66% | 减仓 |
 谷歌AGOOGL |
| 1.14% | 1.01% | $19.31亿 | 540.4万股 | $14.08亿 | 489.7万股 | +50.7万股+10.34% | 加仓 |
 PALO ALTOPANW |
| 1.05% | 0.74% | $17.92亿 | 525.6万股 | $10.37亿 | 646.6万股 | -121.1万股-18.72% | 减仓 |
 应用材料AMAT |
| 1.05% | 0.63% | $17.80亿 | 246.2万股 | $8.85亿 | 258.9万股 | -12.7万股-4.91% | 减仓 |
 微软MSFT |
| 1.02% | 1.09% | $17.41亿 | 466.7万股 | $15.30亿 | 413.2万股 | +53.5万股+12.95% | 加仓 |
 苹果AAPL |
| 0.99% | 0.95% | $16.88亿 | 583.3万股 | $13.23亿 | 521.4万股 | +61.9万股+11.88% | 加仓 |
 飞塔FTNT |
| 0.98% | 0.67% | $16.62亿 | 1,081.6万股 | $9.40亿 | 1,150.6万股 | -69.0万股-6.00% | 减仓 |
 科磊KLAC |
| 0.95% | 0.6% | $16.11亿 | 534.1万股 | $8.33亿 | 56.6万股 | +477.5万股+843.88% | 加仓 |
 泛林集团LRCX |
| 0.92% | 0.65% | $15.68亿 | 361.7万股 | $9.03亿 | 422.6万股 | -60.8万股-14.39% | 减仓 |
 CrowdStrikeCRWD |
| 0.85% | 0.72% | $14.50亿 | 190.0万股 | $10.09亿 | 258.4万股 | -68.4万股-26.47% | 减仓 |
 QUANTA SVCSPWR |
| 0.82% | 0.39% | $14.01亿 | 194.5万股 | $5.51亿 | 100.4万股 | +94.1万股+93.76% | 加仓 |
 伊顿ETN |
| 0.78% | 0.59% | $13.32亿 | 312.6万股 | $8.22亿 | 229.7万股 | +82.9万股+36.08% | 加仓 |
 美光科技MU |
| 0.78% | 0.27% | $13.26亿 | 114.9万股 | $3.84亿 | 113.7万股 | +1.2万股+1.02% | 加仓 |
 Meta平台META |
| 0.73% | 0.77% | $12.46亿 | 221.3万股 | $10.77亿 | 188.3万股 | +33.0万股+17.50% | 加仓 |
 江森自控JCI |
| 0.72% | 0.54% | $12.32亿 | 843.3万股 | $7.54亿 | 576.2万股 | +267.2万股+46.37% | 加仓 |
 GE VernovaGEV |
| 0.7% | 0.6% | $11.87亿 | 101.0万股 | $8.37亿 | 95.9万股 | +5.1万股+5.37% | 加仓 |
| IIBMIBM |
| 0.6% | 0.58% | $10.26亿 | 364.9万股 | $8.07亿 | 333.1万股 | +31.8万股+9.56% | 加仓 |
 亚马逊AMZN |
| 0.59% | 0.65% | $10.04亿 | 421.1万股 | $9.03亿 | 433.5万股 | -12.4万股-2.87% | 减仓 |
 CloudflareNET |
| 0.54% | 0.56% | $9.21亿 | 375.7万股 | $7.79亿 | 377.4万股 | -1.7万股-0.46% | 减仓 |
| F第一信托·UST NYSE ARCA BIOTECHNOLOGY INDEX FUNDFBT |
| 0.49% | 0.5% | $8.40亿 | 338.9万股 | $7.06亿 | 351.5万股 | -12.6万股-3.60% | 减仓 |
| MMUELLER INDSMLI |
| 0.49% | 0.44% | $8.40亿 | 683.2万股 | $6.20亿 | 559.4万股 | +123.8万股+22.13% | 加仓 |
 实耐宝SNA |
| 0.49% | 0.53% | $8.33亿 | 207.0万股 | $7.38亿 | 203.3万股 | +3.7万股+1.83% | 加仓 |
| FFIRST TRUST NASDAQ SEMICONDUCTOR ETFFTXL |
| 0.48% | 0.46% | $8.14亿 | 285.5万股 | $6.48亿 | 439.2万股 | -153.7万股-35.00% | 减仓 |
| F第一信托·USTQTEC |
| 0.48% | <0.01% | $8.13亿 | 242.9万股 | $46.8万 | 2,168股 | +242.7万股+111,933.39% | 加仓 |
| FFirst Trust Technology Alphadex Fund EtfFXL |
| 0.48% | — | $8.09亿 | 372.6万股 | $0 | 0股 | +372.6万股 | 新买入 |
| FFIRST TRUST NASDAQ TRANSPORTATION ETFFTXR |
| 0.47% | 0.48% | $8.01亿 | 1,757.2万股 | $6.69亿 | 1,756.2万股 | +1.1万股+0.06% | 加仓 |
 甲骨文ORCL |
| 0.46% | 0.38% | $7.82亿 | 533.7万股 | $5.34亿 | 363.3万股 | +170.4万股+46.90% | 加仓 |
 Arista网络ANET |
| 0.46% | 0.38% | $7.80亿 | 459.2万股 | $5.31亿 | 432.8万股 | +26.3万股+6.09% | 加仓 |
 CINCINNATI FINL COMCINF |
| 0.45% | 0.24% | $7.67亿 | 414.5万股 | $3.31亿 | 210.4万股 | +204.1万股+96.97% | 加仓 |
| SSTERLING INFRASTRUCTURESTRL |
| 0.44% | 0.26% | $7.52亿 | 89.6万股 | $3.58亿 | 87.8万股 | +1.8万股+2.04% | 加仓 |
| CCOMFORT SYS USAFIX |
| 0.44% | 0.41% | $7.43亿 | 37.5万股 | $5.74亿 | 41.6万股 | -4.1万股-9.81% | 减仓 |
 ROSS STORES COMROST |
| 0.43% | 0.57% | $7.28亿 | 341.9万股 | $8.00亿 | 369.4万股 | -27.5万股-7.44% | 减仓 |
 VERALTO COM SHSVLTO |
| 0.43% | 0.39% | $7.26亿 | 819.0万股 | $5.44亿 | 615.0万股 | +204.0万股+33.17% | 加仓 |
 威瑞森VZ |
| 0.43% | 0.53% | $7.26亿 | 1,714.6万股 | $7.38亿 | 1,470.8万股 | +243.8万股+16.58% | 加仓 |
 DatadogDDOG |
| 0.43% | 0.31% | $7.24亿 | 278.0万股 | $4.35亿 | 368.6万股 | -90.5万股-24.57% | 减仓 |
 摩根大通JPM |
| 0.42% | 0.47% | $7.21亿 | 220.3万股 | $6.58亿 | 223.7万股 | -3.3万股-1.49% | 减仓 |
 德州仪器TXN |
| 0.42% | 0.36% | $7.17亿 | 240.5万股 | $5.03亿 | 259.3万股 | -18.8万股-7.25% | 减仓 |
 好市多COST |
| 0.42% | 0.49% | $7.06亿 | 75.5万股 | $6.90亿 | 69.2万股 | +6.3万股+9.09% | 加仓 |
 赛富时CRM |
| 0.41% | 0.5% | $7.02亿 | 448.4万股 | $6.93亿 | 371.3万股 | +77.1万股+20.77% | 加仓 |
 VisaV |
| 0.41% | 0.4% | $6.95亿 | 202.6万股 | $5.65亿 | 187.1万股 | +15.5万股+8.28% | 加仓 |
| BBANK OF AMERBAC |
| 0.4% | 0.35% | $6.77亿 | 1,188.9万股 | $4.85亿 | 995.3万股 | +193.6万股+19.46% | 加仓 |
 ADPADP |
| 0.4% | 0.36% | $6.72亿 | 300.2万股 | $5.08亿 | 249.8万股 | +50.4万股+20.18% | 加仓 |
 美国合众银行USB |
| 0.39% | 0.3% | $6.69亿 | 1,107.3万股 | $4.22亿 | 811.9万股 | +295.4万股+36.38% | 加仓 |
 MONOLITHIC PWR SYSMPWR |
| 0.39% | 0.46% | $6.67亿 | 48.3万股 | $6.47亿 | 59.1万股 | -10.9万股-18.36% | 减仓 |
 GE航空GE |
| 0.39% | 0.39% | $6.61亿 | 176.8万股 | $5.51亿 | 194.1万股 | -17.3万股-8.89% | 减仓 |
 雪佛龙CVX |
| 0.38% | 0.63% | $6.52亿 | 393.3万股 | $8.85亿 | 427.9万股 | -34.6万股-8.09% | 减仓 |
 埃森哲ACN |
| 0.38% | 0.49% | $6.52亿 | 523.6万股 | $6.90亿 | 348.2万股 | +175.4万股+50.36% | 加仓 |
 WILLIAMS SONOMAWSM |
| 0.38% | 0.35% | $6.50亿 | 279.1万股 | $4.86亿 | 266.5万股 | +12.6万股+4.73% | 加仓 |
