 亚马逊AMZN |
| 2.59% | 3.58% | $39.53亿 | 1,658.5万股 | $51.96亿 | 2,494.7万股 | -836.2万股-33.52% | 减仓 |
 微软MSFT |
| 2.58% | 3.25% | $39.42亿 | 1,056.8万股 | $47.18亿 | 1,274.5万股 | -217.7万股-17.08% | 减仓 |
 英伟达NVDA |
| 2.21% | 2.33% | $33.75亿 | 1,686.6万股 | $33.90亿 | 1,943.8万股 | -257.2万股-13.23% | 减仓 |
 谷歌AGOOGL |
| 1.97% | 1.75% | $29.99亿 | 839.2万股 | $25.40亿 | 883.3万股 | -44.1万股-5.00% | 减仓 |
 博通AVGO |
| 1.94% | 1.36% | $29.56亿 | 782.5万股 | $19.68亿 | 636.0万股 | +146.5万股+23.03% | 加仓 |
 CENTERPOINT ENERGY COMCNP |
| 1.92% | 1.76% | $29.25亿 | 6,642.2万股 | $25.59亿 | 5,929.4万股 | +712.8万股+12.02% | 加仓 |
 Meta平台META |
| 1.73% | 2.7% | $26.39亿 | 468.5万股 | $39.28亿 | 686.5万股 | -218.1万股-31.77% | 减仓 |
 AMD超威AMD |
| 1.46% | 1.05% | $22.28亿 | 383.6万股 | $15.23亿 | 748.7万股 | -365.1万股-48.76% | 减仓 |
 苹果AAPL |
| 1.42% | 2.74% | $21.71亿 | 750.2万股 | $39.77亿 | 1,566.9万股 | -816.6万股-52.12% | 减仓 |
 CencoraCOR |
| 1.37% | 1.36% | $20.97亿 | 741.1万股 | $19.77亿 | 629.4万股 | +111.7万股+17.74% | 加仓 |
 AURORA INNOVATION INC CLASS AAUR |
| 1.34% | 0.83% | $20.42亿 | 2.99亿股 | $12.03亿 | 2.92亿股 | +745.3万股+2.55% | 加仓 |
 REVVITYRVTY |
| 1.33% | 1.34% | $20.32亿 | 1,826.1万股 | $19.45亿 | 2,219.8万股 | -393.7万股-17.74% | 减仓 |
| AASCENDIS PHARMA A/S SPONSORED ADRASND |
| 1.18% | 0.97% | $18.02亿 | 675.5万股 | $14.09亿 | 616.2万股 | +59.3万股+9.62% | 加仓 |
 万事达MA |
| 1.16% | 0.72% | $17.66亿 | 343.9万股 | $10.42亿 | 208.5万股 | +135.4万股+64.93% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.13% | <0.01% | $17.18亿 | 486.1万股 | $648.9万 | 2.3万股 | +483.9万股+21,392.96% | 加仓 |
 阿里拉姆制药ALNY |
| 1.11% | 1.18% | $16.98亿 | 564.2万股 | $17.18亿 | 519.3万股 | +44.9万股+8.64% | 加仓 |
 YUM BRANDS COMYUM |
| 1.08% | 1.06% | $16.42亿 | 1,027.3万股 | $15.36亿 | 988.2万股 | +39.1万股+3.96% | 加仓 |
 CYTOKINETICSCYTK |
| 1.05% | 0.8% | $15.95亿 | 1,871.8万股 | $11.55亿 | 1,752.4万股 | +119.5万股+6.82% | 加仓 |
| PPTC COMPTC |
| 0.97% | 1.87% | $14.82亿 | 1,304.8万股 | $27.23亿 | 1,910.9万股 | -606.1万股-31.72% | 减仓 |
 沃特世WAT |
| 0.94% | 0.96% | $14.32亿 | 381.8万股 | $13.89亿 | 466.4万股 | -84.6万股-18.14% | 减仓 |
 NISOURCE COMNI |
| 0.93% | 1.6% | $14.19亿 | 2,983.5万股 | $23.24亿 | 4,981.5万股 | -1,998.0万股-40.11% | 减仓 |
| AAMEREN COMDHS |
| 0.9% | 0.57% | $13.71亿 | 1,213.1万股 | $8.28亿 | 753.4万股 | +459.7万股+61.01% | 加仓 |
 INGERSOLL RAND COMIR |
| 0.86% | 0.98% | $13.18亿 | 1,607.7万股 | $14.27亿 | 1,780.6万股 | -172.9万股-9.71% | 减仓 |
 DANAHER DEL COMDHR |
| 0.86% | 0.49% | $13.18亿 | 692.0万股 | $7.18亿 | 378.5万股 | +313.5万股+82.83% | 加仓 |
 美光科技MU |
| 0.83% | 0.15% | $12.74亿 | 110.4万股 | $2.11亿 | 62.6万股 | +47.8万股+76.28% | 加仓 |
 KEURIG DR PEPPER COMKDP |
| 0.81% | 0.68% | $12.37亿 | 3,780.2万股 | $9.82亿 | 3,729.9万股 | +50.3万股+1.35% | 加仓 |
 VERALTO COM SHSVLTO |
| 0.8% | 0.48% | $12.16亿 | 1,371.3万股 | $6.96亿 | 787.5万股 | +583.8万股+74.12% | 加仓 |
| LLATTICE SEMICONDUCTORLSCC |
| 0.78% | 1.04% | $11.92亿 | 779.1万股 | $15.07亿 | 1,624.3万股 | -845.3万股-52.04% | 减仓 |
 PPL COMPPL |
| 0.77% | 0.55% | $11.79亿 | 3,243.3万股 | $7.92亿 | 2,074.6万股 | +1,168.7万股+56.34% | 加仓 |
 明晟MSCI |
| 0.75% | 0.56% | $11.48亿 | 204.9万股 | $8.12亿 | 150.7万股 | +54.2万股+35.98% | 加仓 |
 VisaV |
| 0.75% | 0.53% | $11.47亿 | 334.3万股 | $7.76亿 | 256.6万股 | +77.7万股+30.27% | 加仓 |
| MMACOM TECH SOLUTIONS IMTSI |
| 0.71% | 0.69% | $10.84亿 | 285.0万股 | $9.96亿 | 448.6万股 | -163.6万股-36.47% | 减仓 |
 LIBERTY LIVELLYVK |
| 0.69% | 0.68% | $10.56亿 | 999.4万股 | $9.94亿 | 1,056.6万股 | -57.3万股-5.42% | 减仓 |
 AGILENT TECHNOLOGIES COMA |
| 0.68% | 0.71% | $10.30亿 | 775.7万股 | $10.25亿 | 899.3万股 | -123.6万股-13.74% | 减仓 |
| DDOORDASHDASH |
| 0.65% | 0.53% | $9.88亿 | 535.4万股 | $7.64亿 | 509.1万股 | +26.3万股+5.17% | 加仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 0.6% | 0.6% | $9.18亿 | 262.3万股 | $8.67亿 | 306.9万股 | -44.6万股-14.54% | 减仓 |
 梅特勒托利多MTD |
| 0.58% | 0.64% | $8.87亿 | 69.4万股 | $9.23亿 | 73.2万股 | -3.8万股-5.14% | 减仓 |
 Arista网络ANET |
| 0.57% | 0.2% | $8.70亿 | 512.1万股 | $2.96亿 | 241.1万股 | +271.0万股+112.38% | 加仓 |
| TTERADYNETER |
| 0.56% | — | $8.58亿 | 177.4万股 | $0 | 0股 | +177.4万股 | 新买入 |
| CCANADIAN NAT RESCNQ |
| 0.54% | 0.41% | $8.31亿 | 2,102.7万股 | $5.96亿 | 1,223.6万股 | +879.1万股+71.84% | 加仓 |
 BURLINGTON STORES COMBURL |
| 0.53% | 0.63% | $8.07亿 | 254.9万股 | $9.10亿 | 279.8万股 | -24.9万股-8.91% | 减仓 |
 DatadogDDOG |
| 0.53% | — | $8.07亿 | 309.9万股 | $0 | 0股 | +309.9万股 | 新买入 |
| EESABESAB |
| 0.49% | 0.54% | $7.52亿 | 762.2万股 | $7.88亿 | 815.7万股 | -53.5万股-6.56% | 减仓 |
 US FOODSUSFD |
| 0.49% | 0.36% | $7.51亿 | 734.3万股 | $5.23亿 | 567.4万股 | +167.0万股+29.43% | 加仓 |
 星巴克SBUX |
| 0.48% | 0.81% | $7.39亿 | 723.6万股 | $11.70亿 | 1,306.1万股 | -582.5万股-44.60% | 减仓 |
 KYMERA THERAPEUTICSKYMR |
| 0.47% | 0.31% | $7.18亿 | 625.7万股 | $4.55亿 | 546.5万股 | +79.2万股+14.50% | 加仓 |
 VAXCYTEPCVX |
| 0.47% | 0.49% | $7.10亿 | 1,220.7万股 | $7.05亿 | 1,212.6万股 | +8.1万股+0.67% | 加仓 |
 ELANCO ANIMAL HEALTHELAN |
| 0.46% | 0.57% | $7.08亿 | 2,875.1万股 | $8.29亿 | 3,463.5万股 | -588.4万股-16.99% | 减仓 |
 HSBC SPON ADR NEWHSBC |
| 0.46% | 0.43% | $7.05亿 | 692.1万股 | $6.24亿 | 728.6万股 | -36.4万股-5.00% | 减仓 |
 洛克希德马丁LMT |
| 0.46% | <0.01% | $6.98亿 | 137.0万股 | $367.0万 | 6,071股 | +136.4万股+22,467.85% | 加仓 |
