 科磊KLAC |
| 10% | 6.07% | $1.79亿 | 59.2万股 | $9,028.1万 | 6.1万股 | +53.1万股+865.94% | 加仓 |
 亚马逊AMZN |
| 6.85% | 7.23% | $1.22亿 | 51.4万股 | $1.07亿 | 51.6万股 | -1,950股-0.38% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 6.61% | 6.77% | $1.18亿 | 33.4万股 | $1.01亿 | 35.1万股 | -1.6万股-4.66% | 减仓 |
 思科CSCO |
| 6% | 4.8% | $1.07亿 | 91.3万股 | $7,134.9万 | 92.0万股 | -6,213股-0.68% | 减仓 |
 博通AVGO |
| 4.5% | 4.9% | $8,051.2万 | 21.3万股 | $7,287.9万 | 23.5万股 | -2.2万股-9.48% | 减仓 |
 英伟达NVDA |
| 3.39% | 3.56% | $6,057.7万 | 30.3万股 | $5,293.9万 | 30.4万股 | -800股-0.26% | 减仓 |
 AMD超威AMD |
| 3.29% | 1.4% | $5,882.6万 | 10.1万股 | $2,081.4万 | 10.2万股 | -1,050股-1.03% | 减仓 |
 VisaV |
| 3% | 3.24% | $5,365.8万 | 15.6万股 | $4,818.3万 | 15.9万股 | -3,024股-1.90% | 减仓 |
 Meta平台META |
| 2.87% | 3.59% | $5,123.7万 | 9.1万股 | $5,340.1万 | 9.3万股 | -2,377股-2.55% | 减仓 |
 微软MSFT |
| 2.86% | 3.42% | $5,110.1万 | 13.7万股 | $5,082.1万 | 13.7万股 | -300股-0.22% | 减仓 |
 谷歌AGOOGL |
| 2.85% | 2.93% | $5,096.8万 | 14.3万股 | $4,356.6万 | 15.2万股 | -8,883股-5.86% | 减仓 |
 恩智浦NXPI |
| 2.71% | 2.26% | $4,838.5万 | 17.2万股 | $3,357.7万 | 17.1万股 | +1,609股+0.94% | 加仓 |
 AMGEN COMAMGN |
| 2.22% | 2.62% | $3,973.6万 | 11.0万股 | $3,886.7万 | 11.0万股 | -735股-0.67% | 减仓 |
 嘉信理财SCHW |
| 2.19% | 2.71% | $3,920.4万 | 42.5万股 | $4,022.1万 | 42.8万股 | -3,095股-0.72% | 减仓 |
 摩根大通JPM |
| 1.95% | 2.12% | $3,484.2万 | 10.6万股 | $3,152.0万 | 10.7万股 | -710股-0.66% | 减仓 |
 苹果AAPL |
| 1.83% | 1.93% | $3,266.7万 | 11.3万股 | $2,865.1万 | 11.3万股 | 00.00% | 持仓不变 |
 安费诺APH |
| 1.74% | 1.45% | $3,116.1万 | 17.7万股 | $2,148.1万 | 17.0万股 | +6,724股+3.96% | 加仓 |
 新思科技SNPS |
| 1.6% | 1.71% | $2,862.6万 | 6.4万股 | $2,544.4万 | 6.4万股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 1.56% | 1.32% | $2,793.4万 | 15.1万股 | $1,956.1万 | 15.2万股 | -730股-0.48% | 减仓 |
 NetAppNTAP |
| 1.46% | 1.34% | $2,608.5万 | 16.9万股 | $1,993.7万 | 19.5万股 | -2.6万股-13.44% | 减仓 |
 诺华NVS |
| 1.36% | 1.61% | $2,434.8万 | 15.5万股 | $2,388.4万 | 15.6万股 | -1,000股-0.64% | 减仓 |
 CHUBB LIMITEDCB |
| 1.34% | 1.55% | $2,396.6万 | 7.0万股 | $2,307.8万 | 7.1万股 | -471股-0.67% | 减仓 |
 ADOBE COMADBE |
| 1.3% | 2.03% | $2,320.8万 | 11.3万股 | $3,012.3万 | 12.4万股 | -1.1万股-8.65% | 减仓 |
 LOWES COS COMLOW |
| 1.29% | 1.67% | $2,305.4万 | 10.5万股 | $2,486.1万 | 10.5万股 | -660股-0.63% | 减仓 |
 阿斯麦ASML |
| 1.19% | — | $2,128.3万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 泛林集团LRCX |
| 1.09% | 0.64% | $1,942.2万 | 4.5万股 | $957.6万 | 4.5万股 | 00.00% | 持仓不变 |
 罗克韦尔自动化ROK |
| 1% | 0.88% | $1,789.5万 | 3.6万股 | $1,313.4万 | 3.7万股 | -450股-1.23% | 减仓 |
 艺康ECL |
| 0.98% | 1.13% | $1,753.0万 | 6.3万股 | $1,680.4万 | 6.3万股 | -375股-0.60% | 减仓 |
 万事达MA |
| 0.94% | 1.11% | $1,674.5万 | 3.3万股 | $1,643.1万 | 3.3万股 | -281股-0.85% | 减仓 |
 洛克希德马丁LMT |
| 0.92% | 1.31% | $1,637.0万 | 3.2万股 | $1,942.1万 | 3.2万股 | 00.00% | 持仓不变 |
 阿卡迈AKAM |
| 0.9% | 1.06% | $1,615.9万 | 13.7万股 | $1,569.9万 | 13.7万股 | 00.00% | 持仓不变 |
| CCIGNALIBD |
| 0.73% | 0.86% | $1,307.0万 | 4.7万股 | $1,274.3万 | 4.8万股 | -360股-0.75% | 减仓 |
 NETFLIXNFLX |
| 0.7% | 1.13% | $1,249.5万 | 17.5万股 | $1,682.6万 | 17.5万股 | 00.00% | 持仓不变 |
 ALCON ORD SHSALC |
| 0.63% | 0.85% | $1,118.7万 | 16.7万股 | $1,263.6万 | 16.8万股 | -980股-0.58% | 减仓 |
 道富·CORP COMSTT |
| 0.59% | 0.54% | $1,057.1万 | 6.2万股 | $807.4万 | 6.4万股 | -1,465股-2.30% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.57% | 0.77% | $1,018.9万 | 8.1万股 | $1,139.7万 | 8.2万股 | -1,130股-1.38% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.53% | 0.48% | $945.2万 | 2.5万股 | $710.9万 | 2.6万股 | -400股-1.56% | 减仓 |
| B纽约梅隆银行BK |
| 0.53% | 0.57% | $941.6万 | 6.5万股 | $848.3万 | 7.2万股 | -6,400股-8.95% | 减仓 |
 MCKESSON COMMCK |
| 0.5% | 0.69% | $892.7万 | 1.2万股 | $1,022.3万 | 1.2万股 | 00.00% | 持仓不变 |
 ASSURANTAIZ |
| 0.49% | 0.48% | $884.5万 | 3.3万股 | $717.4万 | 3.3万股 | 00.00% | 持仓不变 |
| KKULICKE & SOFFA INDSKLIC |
| 0.46% | 0.27% | $821.3万 | 6.1万股 | $403.5万 | 6.1万股 | 00.00% | 持仓不变 |
 APPLIED INDL TECHNOLOGIES INAIT |
| 0.45% | 0.43% | $810.8万 | 2.4万股 | $636.2万 | 2.4万股 | 00.00% | 持仓不变 |
 赛富时CRM |
| 0.43% | 0.62% | $766.0万 | 4.9万股 | $920.0万 | 4.9万股 | -391股-0.79% | 减仓 |
 DT MIDSTREAM COMMON STOCKDTM |
| 0.43% | 0.5% | $759.8万 | 5.1万股 | $740.3万 | 5.1万股 | -35股-0.07% | 减仓 |
 甲骨文ORCL |
| 0.42% | 0.51% | $750.1万 | 5.1万股 | $753.0万 | 5.1万股 | 00.00% | 持仓不变 |
 百时美施贵宝BMY |
| 0.42% | 0.54% | $747.9万 | 13.0万股 | $799.3万 | 13.2万股 | -2,000股-1.52% | 减仓 |
| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 0.4% | 0.19% | $708.0万 | 2.1万股 | $285.9万 | 2.5万股 | -4,223股-16.58% | 减仓 |
 再生元REGN |
| 0.37% | 0.55% | $658.5万 | 1.1万股 | $815.9万 | 1.1万股 | 00.00% | 持仓不变 |
 WorkdayWDAY |
| 0.35% | 0.45% | $623.8万 | 5.1万股 | $662.0万 | 5.1万股 | 00.00% | 持仓不变 |
 EOG资源EOG |
| 0.34% | 0.46% | $604.4万 | 4.7万股 | $680.8万 | 4.7万股 | -500股-1.06% | 减仓 |
