 英伟达NVDA |
| 7.72% | 8.81% | $2,150.5万 | 10.7万股 | $1,927.0万 | 11.0万股 | -3,017股-2.73% | 减仓 |
 AMD超威AMD |
| 4.04% | 2.54% | $1,124.8万 | 1.9万股 | $556.3万 | 2.7万股 | -7,983股-29.19% | 减仓 |
 谷歌AGOOGL |
| 3.99% | 3.93% | $1,111.8万 | 3.1万股 | $858.9万 | 3.0万股 | +1,242股+4.16% | 加仓 |
 CrowdStrikeCRWD |
| 3.69% | 2.61% | $1,027.7万 | 1.3万股 | $570.0万 | 1.5万股 | -1,134股-7.77% | 减仓 |
 PALO ALTOPANW |
| 3.1% | 1.93% | $863.7万 | 2.5万股 | $423.0万 | 2.6万股 | -1,057股-4.01% | 减仓 |
 Arista网络ANET |
| 2.93% | 2.81% | $817.0万 | 4.8万股 | $615.2万 | 5.0万股 | -2,013股-4.02% | 减仓 |
 苹果AAPL |
| 2.93% | 3.35% | $815.5万 | 2.8万股 | $733.4万 | 2.9万股 | -713股-2.47% | 减仓 |
 GE航空GE |
| 2.49% | 2.45% | $693.2万 | 1.9万股 | $536.8万 | 1.9万股 | -369股-1.95% | 减仓 |
 亚马逊AMZN |
| 2.47% | 2.72% | $686.8万 | 2.9万股 | $595.1万 | 2.9万股 | +243股+0.85% | 加仓 |
 美光科技MU |
| 2.46% | 0.57% | $684.5万 | 5,930股 | $125.0万 | 3,701股 | +2,229股+60.23% | 加仓 |
 GE VernovaGEV |
| 2.39% | 2.28% | $665.1万 | 5,661股 | $499.5万 | 5,722股 | -61股-1.07% | 减仓 |
 摩根大通JPM |
| 2.36% | 2.74% | $656.5万 | 2.0万股 | $600.0万 | 2.0万股 | -342股-1.68% | 减仓 |
 康明斯CMI |
| 2.23% | 2.23% | $619.8万 | 8,690股 | $487.5万 | 9,061股 | -371股-4.09% | 减仓 |
 泛林集团LRCX |
| 2.11% | 1.2% | $588.9万 | 1.4万股 | $262.4万 | 1.2万股 | +1,309股+10.66% | 加仓 |
 微软MSFT |
| 2.04% | 2.64% | $568.1万 | 1.5万股 | $577.7万 | 1.6万股 | -377股-2.42% | 减仓 |
 高盛GS |
| 1.96% | 2.09% | $545.7万 | 5,396股 | $456.7万 | 5,398股 | -2股-0.04% | 减仓 |
 卡特彼勒CAT |
| 1.95% | 1.7% | $543.3万 | 5,102股 | $372.0万 | 5,251股 | -149股-2.84% | 减仓 |
 台积电TSM |
| 1.94% | 1.73% | $540.1万 | 1.1万股 | $378.0万 | 1.1万股 | +123股+1.10% | 加仓 |
 CASEYS GEN STORESCASY |
| 1.91% | 2.43% | $532.6万 | 6,701股 | $530.8万 | 7,293股 | -592股-8.12% | 减仓 |
 好市多COST |
| 1.9% | 2.6% | $529.4万 | 5,659股 | $568.7万 | 5,707股 | -48股-0.84% | 减仓 |
 VisaV |
| 1.81% | 2.07% | $505.0万 | 1.5万股 | $451.9万 | 1.5万股 | -232股-1.55% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 1.8% | 1.5% | $501.5万 | 2.0万股 | $327.0万 | 2.2万股 | -1,975股-9.11% | 减仓 |
 VertivVRT |
| 1.75% | 1.74% | $486.0万 | 1.5万股 | $381.4万 | 1.5万股 | -704股-4.63% | 减仓 |
 TJXTJX |
| 1.72% | 2.18% | $479.8万 | 3.2万股 | $477.3万 | 3.0万股 | +1,787股+5.98% | 加仓 |
 Meta平台META |
| 1.72% | — | $479.6万 | 8,514股 | $0 | 0股 | +8,514股 | 新买入 |
 RobinhoodHOOD |
| 1.63% | 1.46% | $453.1万 | 4.5万股 | $319.1万 | 4.6万股 | -869股-1.89% | 减仓 |
 礼来LLY |
| 1.61% | — | $449.3万 | 3,746股 | $0 | 0股 | +3,746股 | 新买入 |
 万事达MA |
| 1.58% | 1.97% | $439.8万 | 8,563股 | $431.4万 | 8,634股 | -71股-0.82% | 减仓 |
 家得宝HD |
| 1.57% | 1.89% | $438.6万 | 1.2万股 | $414.0万 | 1.3万股 | -152股-1.21% | 减仓 |
 UNITED RENTALSURI |
| 1.54% | 1.24% | $429.1万 | 3,788股 | $272.0万 | 3,734股 | +54股+1.45% | 加仓 |
 沃尔玛WMT |
| 1.43% | 1.74% | $397.2万 | 3.5万股 | $379.7万 | 3.1万股 | +4,514股+14.77% | 加仓 |
 雪佛龙CVX |
| 1.42% | 2.28% | $394.5万 | 2.4万股 | $498.6万 | 2.4万股 | -299股-1.24% | 减仓 |
 MCKESSON COMMCK |
| 1.39% | 1.89% | $387.1万 | 5,123股 | $413.6万 | 4,779股 | +344股+7.20% | 加仓 |
 BANCO SANTANDER CHILE NEWBSAC |
| 1.37% | 0.6% | $381.8万 | 11.6万股 | $131.9万 | 11.7万股 | -1,220股-1.04% | 减仓 |
| AAPPLOVINAPP |
| 1.28% | 1.28% | $355.7万 | 6,903股 | $279.5万 | 7,023股 | -120股-1.71% | 减仓 |
 NETFLIXNFLX |
| 1.25% | 2.1% | $348.7万 | 4.9万股 | $458.9万 | 4.8万股 | +1,114股+2.33% | 加仓 |
 CloudflareNET |
| 1.25% | 0.89% | $347.1万 | 1.4万股 | $194.7万 | 9,434股 | +4,719股+50.02% | 加仓 |
| N新纪元能源NEE |
| 1.15% | 1.42% | $319.9万 | 3.6万股 | $310.4万 | 3.3万股 | +3,033股+9.08% | 加仓 |
 相干公司COHR |
| 1.15% | 0.69% | $319.1万 | 8,090股 | $150.8万 | 6,329股 | +1,761股+27.82% | 加仓 |
 史赛克SYK |
| 1.12% | 1.62% | $312.4万 | 9,923股 | $354.5万 | 1.1万股 | -867股-8.04% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 1.08% | — | $301.8万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 美国运通AXP |
| 1.04% | 1.04% | $289.5万 | 8,559股 | $228.5万 | 7,553股 | +1,006股+13.32% | 加仓 |
 霍尼韦尔HON |
| 0.95% | 2.32% | $263.4万 | 1.2万股 | $508.1万 | 2.2万股 | -1.1万股-47.66% | 减仓 |
 康宁GLW |
| 0.88% | 0.16% | $245.9万 | 9,625股 | $35.9万 | 2,637股 | +6,988股+265.00% | 加仓 |
 美国合众银行USB |
| 0.78% | 1.01% | $215.8万 | 3.6万股 | $221.8万 | 4.3万股 | -6,909股-16.20% | 减仓 |
 应用材料AMAT |
| 0.75% | 0.71% | $209.5万 | 2,898股 | $154.8万 | 4,528股 | -1,630股-36.00% | 减仓 |
 REDDIT CL ARDDT |
| 0.71% | 0.75% | $196.4万 | 1.1万股 | $163.8万 | 1.2万股 | -846股-6.96% | 减仓 |
 英特尔INTC |
| 0.61% | — | $169.5万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.56% | 0.66% | $155.5万 | 4,400股 | $143.5万 | 5,004股 | -604股-12.07% | 减仓 |
 WASTE MGMT DELWM |
| 0.47% | — | $129.7万 | 5,818股 | $0 | 0股 | +5,818股 | 新买入 |
