 苹果AAPL |
| 8.08% | 7.61% | $4,528.8万 | 15.7万股 | $3,519.6万 | 13.9万股 | +1.8万股+12.86% | 加仓 |
 英伟达NVDA |
| 7.81% | 6.74% | $4,377.8万 | 21.9万股 | $3,113.3万 | 17.9万股 | +4.0万股+22.56% | 加仓 |
 阿斯利康AZN |
| 7.12% | 8.72% | $3,990.9万 | 21.0万股 | $4,030.5万 | 20.4万股 | +6,103股+2.99% | 加仓 |
 谷歌AGOOGL |
| 4.95% | 4.23% | $2,774.3万 | 7.8万股 | $1,956.7万 | 6.8万股 | +9,585股+14.09% | 加仓 |
 美光科技MU |
| 3.6% | — | $2,018.0万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 北方信托NTRS |
| 3.54% | — | $1,986.2万 | 11.4万股 | $0 | 0股 | +11.4万股 | 新买入 |
 OLD DOMINION FREIGHT LINE INODFL |
| 3.23% | — | $1,812.5万 | 8.4万股 | $0 | 0股 | +8.4万股 | 新买入 |
| MMONSTER BEVERAGE NEW COMMNST |
| 3.11% | 2.74% | $1,743.4万 | 18.1万股 | $1,264.3万 | 17.4万股 | +6,888股+3.95% | 加仓 |
 江森自控JCI |
| 3.07% | — | $1,718.5万 | 11.8万股 | $0 | 0股 | +11.8万股 | 新买入 |
 科磊KLAC |
| 3.04% | 3.84% | $1,701.3万 | 5.6万股 | $1,775.7万 | 1.2万股 | +4.4万股+367.58% | 加仓 |
 泛林集团LRCX |
| 3.04% | 3.9% | $1,701.3万 | 3.9万股 | $1,804.6万 | 8.4万股 | -4.5万股-53.51% | 减仓 |
 ROSS STORES COMROST |
| 2.77% | 2.61% | $1,551.3万 | 7.3万股 | $1,206.1万 | 5.6万股 | +1.7万股+30.91% | 加仓 |
 芝加哥期权交易所CBOE |
| 2.52% | 2.89% | $1,411.8万 | 5.8万股 | $1,336.4万 | 4.8万股 | +1.1万股+22.35% | 加仓 |
 微软MSFT |
| 2.46% | 4.05% | $1,377.5万 | 3.7万股 | $1,872.2万 | 5.1万股 | -1.4万股-26.99% | 减仓 |
 博通AVGO |
| 2.45% | 2.11% | $1,372.9万 | 3.6万股 | $975.3万 | 3.2万股 | +4,833股+15.34% | 加仓 |
 芝加哥商品交易所CME |
| 2.36% | 3.83% | $1,325.0万 | 6.0万股 | $1,772.1万 | 6.0万股 | 00.00% | 持仓不变 |
| EEBAY COMEBAY |
| 2.36% | 2.19% | $1,323.4万 | 11.8万股 | $1,011.3万 | 11.1万股 | +7,319股+6.59% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 2.22% | 2.16% | $1,246.4万 | 4.6万股 | $1,000.7万 | 4.3万股 | +2,936股+6.76% | 加仓 |
 高盛GS |
| 2.22% | 2.26% | $1,245.8万 | 1.2万股 | $1,045.7万 | 1.2万股 | -43股-0.35% | 减仓 |
 摩根士丹利MS |
| 2.19% | 2.07% | $1,225.5万 | 5.9万股 | $959.0万 | 5.8万股 | +351股+0.60% | 加仓 |
 AMGEN COMAMGN |
| 2.01% | 2.72% | $1,127.6万 | 3.1万股 | $1,259.5万 | 3.6万股 | -4,657股-13.01% | 减仓 |
| IiShares安硕信托IVV |
| 1.83% | 1.94% | $1,026.0万 | 1.4万股 | $894.9万 | 1.4万股 | 00.00% | 持仓不变 |
 VisaV |
| 1.81% | 1.78% | $1,011.4万 | 2.9万股 | $822.7万 | 2.7万股 | +2,259股+8.30% | 加仓 |
 CF INDSCF |
| 1.77% | 2.12% | $989.1万 | 9.1万股 | $980.9万 | 7.6万股 | +1.6万股+20.93% | 加仓 |
 GE航空GE |
| 1.57% | 2.27% | $877.8万 | 2.3万股 | $1,050.7万 | 3.7万股 | -1.4万股-36.57% | 减仓 |
 特灵科技TT |
| 1.54% | 1.44% | $860.7万 | 1.8万股 | $667.8万 | 1.6万股 | +1,498股+9.35% | 加仓 |
 穆迪MCO |
| 1.53% | 1.66% | $857.2万 | 1.9万股 | $765.4万 | 1.8万股 | +1,382股+7.88% | 加仓 |
 瑞银UBS |
| 1.35% | 1.25% | $755.4万 | 15.2万股 | $577.9万 | 14.8万股 | +4,509股+3.05% | 加仓 |
 亚马逊AMZN |
| 1.33% | 1.17% | $746.0万 | 3.1万股 | $539.5万 | 2.6万股 | +5,399股+20.84% | 加仓 |
 HERSHEY COMHSY |
| 1.33% | 2.19% | $744.4万 | 4.2万股 | $1,010.4万 | 4.9万股 | -6,175股-12.71% | 减仓 |
 摩根大通JPM |
| 1.31% | 1.43% | $735.7万 | 2.2万股 | $661.6万 | 2.2万股 | -14股-0.06% | 减仓 |
 优步UBER |
| 1.28% | 1.41% | $717.9万 | 9.9万股 | $652.5万 | 9.1万股 | +8,773股+9.67% | 加仓 |
 LOGITECH INTL SHSLOGI |
| 1.24% | 1.32% | $697.4万 | 7.4万股 | $609.8万 | 6.7万股 | +7,237股+10.81% | 加仓 |
 纽蒙特NEM |
| 1.21% | 2.04% | $675.6万 | 7.2万股 | $943.4万 | 8.7万股 | -1.5万股-17.00% | 减仓 |
 高露洁CL |
| 1.15% | 1.17% | $646.8万 | 7.1万股 | $541.0万 | 6.3万股 | +7,077股+11.15% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 1.12% | 1.36% | $625.2万 | 4.9万股 | $629.2万 | 4.5万股 | +4,337股+9.61% | 加仓 |
 金佰利KMB |
| 1.07% | 1.03% | $598.6万 | 5.5万股 | $474.1万 | 4.9万股 | +5,388股+10.96% | 加仓 |
 礼来LLY |
| 1.04% | 0.86% | $583.5万 | 4,865股 | $396.0万 | 4,305股 | +560股+13.01% | 加仓 |
 CINTAS COMCTAS |
| 1% | 1.14% | $561.9万 | 3.3万股 | $525.9万 | 3.1万股 | +1,941股+6.24% | 加仓 |
 摩托罗拉解决方案MSI |
| 0.79% | 0.83% | $442.9万 | 1.1万股 | $383.0万 | 8,826股 | +1,839股+20.84% | 加仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.24% | 0.36% | $134.1万 | 1.7万股 | $166.5万 | 1.8万股 | -1,053股-5.75% | 减仓 |
 BOOKING COMBKNG |
| 0.06% | 1.24% | $31.3万 | 1,754股 | $573.9万 | 1,363股 | +391股+28.69% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.06% | 0.05% | $30.9万 | 875股 | $25.1万 | 875股 | 00.00% | 持仓不变 |
| CCANADIAN NAT RESCNQ |
| 0.05% | 0.08% | $28.4万 | 7,182股 | $35.0万 | 7,182股 | 00.00% | 持仓不变 |
 康明斯CMI |
| 0.05% | 0.06% | $26.1万 | 366股 | $28.4万 | 528股 | -162股-30.68% | 减仓 |
 强生JNJ |
| 0.04% | 2.27% | $23.9万 | 943股 | $1,050.7万 | 4.3万股 | -4.2万股-97.81% | 减仓 |
 TransDigmTDG |
| 0.04% | — | $21.3万 | 160股 | $0 | 0股 | +160股 | 新买入 |
| NNRG ENERGYNRG |
| 0.04% | 1.1% | $20.8万 | 1,421股 | $506.3万 | 3.5万股 | -3.3万股-95.90% | 减仓 |
