 苹果AAPL |
| 3.9% | 3.05% | $7,249.1万 | 25.1万股 | $1,800.1万 | 7.1万股 | +18.0万股+253.20% | 加仓 |
 Bloom EnergyBE |
| 3.82% | — | $7,090.7万 | 23.4万股 | $0 | 0股 | +23.4万股 | 新买入 |
 英特尔INTC |
| 3.61% | — | $6,702.2万 | 48.0万股 | $0 | 0股 | +48.0万股 | 新买入 |
 微软MSFT |
| 2.57% | — | $4,777.6万 | 12.8万股 | $0 | 0股 | +12.8万股 | 新买入 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 2.53% | 0.64% | $4,704.0万 | 17.3万股 | $378.3万 | 4.0万股 | +13.3万股+329.21% | 加仓 |
 礼来LLY |
| 2.46% | 0.31% | $4,567.5万 | 3.8万股 | $184.3万 | 2,004股 | +3.6万股+1,800.25% | 加仓 |
 VertivVRT |
| 2.34% | 0.76% | $4,348.3万 | 13.0万股 | $449.1万 | 1.8万股 | +11.2万股+624.25% | 加仓 |
 迈威尔MRVL |
| 2.02% | — | $3,754.8万 | 12.6万股 | $0 | 0股 | +12.6万股 | 新买入 |
| SSTERLING INFRASTRUCTURESTRL |
| 1.21% | 0.07% | $2,254.6万 | 2.7万股 | $41.5万 | 1,020股 | +2.6万股+2,533.43% | 加仓 |
 亚马逊AMZN |
| 1.14% | — | $2,121.2万 | 8.9万股 | $0 | 0股 | +8.9万股 | 新买入 |
| Q高通QCOM |
| 1.09% | — | $2,026.2万 | 11.0万股 | $0 | 0股 | +11.0万股 | 新买入 |
 赛富时CRM |
| 1.07% | 0.37% | $1,977.6万 | 12.6万股 | $218.1万 | 1.2万股 | +11.5万股+980.48% | 加仓 |
| IIONQIONQ |
| 1.02% | — | $1,897.7万 | 35.6万股 | $0 | 0股 | +35.6万股 | 新买入 |
| NNextPowerNXT |
| 1.02% | 0.25% | $1,894.3万 | 15.9万股 | $149.5万 | 1.2万股 | +14.7万股+1,181.84% | 加仓 |
| TTTM TECHNOLOGIESTTMI |
| 0.99% | — | $1,838.4万 | 9.8万股 | $0 | 0股 | +9.8万股 | 新买入 |
| FFABRINETFN |
| 0.93% | 0.2% | $1,729.1万 | 3.1万股 | $120.8万 | 2,316股 | +2.8万股+1,228.24% | 加仓 |
 德州仪器TXN |
| 0.88% | 0.1% | $1,627.5万 | 5.5万股 | $57.2万 | 2,948股 | +5.2万股+1,752.14% | 加仓 |
 AMD超威AMD |
| 0.87% | — | $1,614.9万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
 埃克森美孚XOM |
| 0.84% | 1.18% | $1,565.1万 | 11.4万股 | $694.6万 | 4.1万股 | +7.4万股+179.60% | 加仓 |
| CCOEUR MNGCDE |
| 0.81% | 0.28% | $1,505.9万 | 92.3万股 | $167.2万 | 8.9万股 | +83.4万股+936.08% | 加仓 |
 MONOLITHIC PWR SYSMPWR |
| 0.78% | 0.04% | $1,447.3万 | 1.0万股 | $23.1万 | 211股 | +1.0万股+4,862.09% | 加仓 |
 英伟达NVDA |
| 0.75% | 0.09% | $1,386.6万 | 6.9万股 | $52.3万 | 3,000股 | +6.6万股+2,210.00% | 加仓 |
 优步UBER |
| 0.7% | 0.17% | $1,293.1万 | 17.9万股 | $97.9万 | 1.4万股 | +16.6万股+1,216.58% | 加仓 |
| DDYCOM INDSDY |
| 0.69% | — | $1,278.1万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
| MMODINE MFGMOD |
| 0.68% | 0.19% | $1,267.7万 | 4.7万股 | $112.1万 | 5,175股 | +4.2万股+817.39% | 加仓 |
| SSEMTECHSMTC |
| 0.65% | — | $1,206.6万 | 7.5万股 | $0 | 0股 | +7.5万股 | 新买入 |
 艾伯维ABBV |
| 0.64% | 1.28% | $1,183.2万 | 4.7万股 | $757.0万 | 3.5万股 | +1.2万股+35.08% | 加仓 |
| RRAMBUS DELRMBS |
| 0.63% | — | $1,178.7万 | 8.9万股 | $0 | 0股 | +8.9万股 | 新买入 |
| AASTERA LABSALAB |
| 0.63% | 0.45% | $1,178.6万 | 2.4万股 | $267.4万 | 2.4万股 | 00.00% | 持仓不变 |
 JAMES HARDIE INDS PLC ORD SHSJHX |
| 0.61% | — | $1,137.7万 | 43.5万股 | $0 | 0股 | +43.5万股 | 新买入 |
 可口可乐KO |
| 0.61% | 0.07% | $1,132.9万 | 13.9万股 | $40.9万 | 5,375股 | +13.4万股+2,493.49% | 加仓 |
 联合健康UNH |
| 0.59% | — | $1,103.9万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
 Guardant HealthGH |
| 0.59% | — | $1,099.7万 | 7.3万股 | $0 | 0股 | +7.3万股 | 新买入 |
 思科CSCO |
| 0.59% | 1.55% | $1,098.9万 | 9.4万股 | $916.0万 | 11.8万股 | -2.5万股-20.75% | 减仓 |
 VisaV |
| 0.59% | 0.28% | $1,091.0万 | 3.2万股 | $166.4万 | 5,505股 | +2.6万股+477.66% | 加仓 |
| SSPX TECHNOLOGIESSPXC |
| 0.58% | 0.12% | $1,081.2万 | 4.4万股 | $72.0万 | 3,600股 | +4.1万股+1,125.00% | 加仓 |
 沃尔玛WMT |
| 0.58% | 1.17% | $1,068.6万 | 9.4万股 | $693.9万 | 5.6万股 | +3.9万股+69.00% | 加仓 |
| S新美亚SANM |
| 0.57% | — | $1,064.2万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
 VALERO ENERGY COMVLO |
| 0.56% | 1.04% | $1,039.4万 | 4.0万股 | $613.0万 | 2.5万股 | +1.5万股+60.87% | 加仓 |
 SITIMESITM |
| 0.55% | 0.15% | $1,023.9万 | 1.4万股 | $90.2万 | 2,613股 | +1.1万股+425.56% | 加仓 |
| FFORMFACTORFORM |
| 0.52% | — | $972.4万 | 6.1万股 | $0 | 0股 | +6.1万股 | 新买入 |
| AADVANCED ENERGY INDSAEIS |
| 0.52% | — | $969.5万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
| DDIGITALOCEANDOCN |
| 0.52% | — | $959.5万 | 6.1万股 | $0 | 0股 | +6.1万股 | 新买入 |
 ARROWHEAD PHARMACEUTICALS INARWR |
| 0.52% | — | $958.6万 | 11.8万股 | $0 | 0股 | +11.8万股 | 新买入 |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 0.49% | — | $915.5万 | 9.0万股 | $0 | 0股 | +9.0万股 | 新买入 |
 希捷STX |
| 0.48% | 0.06% | $891.5万 | 9,238股 | $33.8万 | 863股 | +8,375股+970.45% | 加仓 |
 Meta平台META |
| 0.47% | 1.02% | $870.7万 | 1.5万股 | $601.9万 | 1.1万股 | +4,937股+46.93% | 加仓 |
 阿斯利康AZN |
| 0.46% | 1.54% | $847.6万 | 4.5万股 | $908.6万 | 5.9万股 | -1.4万股-24.09% | 减仓 |
 摩根大通JPM |
| 0.45% | 0.71% | $838.0万 | 2.6万股 | $420.4万 | 1.4万股 | +1.1万股+79.11% | 加仓 |
 Watts水技术WTS |
| 0.45% | — | $836.1万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
