 英伟达NVDA |
| 6.33% | 6.48% | $2.23亿 | 111.5万股 | $1.95亿 | 111.7万股 | -2,245股-0.20% | 减仓 |
 苹果AAPL |
| 5.45% | 5.51% | $1.92亿 | 66.5万股 | $1.66亿 | 65.3万股 | +1.2万股+1.90% | 加仓 |
 微软MSFT |
| 3.6% | 4.2% | $1.27亿 | 34.0万股 | $1.26亿 | 34.1万股 | -834股-0.24% | 减仓 |
 谷歌AGOOGL |
| 3.32% | 3.03% | $1.17亿 | 32.8万股 | $9,119.2万 | 31.7万股 | +1.1万股+3.32% | 加仓 |
 美光科技MU |
| 3.13% | 1.61% | $1.11亿 | 9.6万股 | $4,834.2万 | 14.3万股 | -4.7万股-33.07% | 减仓 |
 亚马逊AMZN |
| 3.12% | 3.1% | $1.10亿 | 46.1万股 | $9,331.6万 | 44.8万股 | +1.3万股+3.00% | 加仓 |
 西部数据WDC |
| 2.81% | 1.87% | $9,896.6万 | 15.5万股 | $5,612.5万 | 20.7万股 | -5.3万股-25.33% | 减仓 |
 博通AVGO |
| 2.15% | 2.35% | $7,589.1万 | 20.1万股 | $7,082.2万 | 22.9万股 | -2.8万股-12.20% | 减仓 |
 VertivVRT |
| 1.93% | 2.01% | $6,813.9万 | 20.4万股 | $6,042.7万 | 24.1万股 | -3.8万股-15.61% | 减仓 |
 泛林集团LRCX |
| 1.91% | 1.14% | $6,728.2万 | 15.5万股 | $3,435.2万 | 16.1万股 | -5,512股-3.43% | 减仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 1.83% | 0.76% | $6,453.9万 | 23.7万股 | $2,275.6万 | 24.2万股 | -5,102股-2.10% | 减仓 |
 LumentumLITE |
| 1.79% | 2.15% | $6,330.8万 | 7.4万股 | $6,454.4万 | 9.2万股 | -1.8万股-19.67% | 减仓 |
 Meta平台META |
| 1.64% | 2.02% | $5,777.0万 | 10.3万股 | $6,079.7万 | 10.6万股 | -3,705股-3.49% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.63% | 1.55% | $5,743.4万 | 16.3万股 | $4,658.3万 | 16.2万股 | +162股+0.10% | 加仓 |
 摩根大通JPM |
| 1.61% | 1.74% | $5,693.3万 | 17.4万股 | $5,240.5万 | 17.8万股 | -4,219股-2.37% | 减仓 |
 HOWMET AEROSPACE COMHWM |
| 1.53% | 1.58% | $5,386.3万 | 20.0万股 | $4,753.7万 | 20.6万股 | -5,932股-2.88% | 减仓 |
 埃克森美孚XOM |
| 1.45% | 2.14% | $5,110.8万 | 37.4万股 | $6,439.8万 | 38.0万股 | -5,759股-1.52% | 减仓 |
 WELLTOWER COMWELL |
| 1.4% | 1.46% | $4,923.3万 | 21.7万股 | $4,390.6万 | 22.2万股 | -5,158股-2.32% | 减仓 |
 QUANTA SVCSPWR |
| 1.39% | 1.35% | $4,900.3万 | 6.8万股 | $4,060.1万 | 7.4万股 | -5,896股-7.97% | 减仓 |
 礼来LLY |
| 1.39% | 1.27% | $4,893.0万 | 4.1万股 | $3,823.5万 | 4.2万股 | -776股-1.87% | 减仓 |
 GE VernovaGEV |
| 1.23% | 1.09% | $4,325.7万 | 3.7万股 | $3,287.4万 | 3.8万股 | -842股-2.24% | 减仓 |
 PALO ALTOPANW |
| 1.21% | 0.62% | $4,283.7万 | 12.6万股 | $1,877.2万 | 11.7万股 | +8,527股+7.28% | 加仓 |
 卡特彼勒CAT |
| 1.21% | 0.91% | $4,264.8万 | 4.0万股 | $2,750.9万 | 3.9万股 | +1,220股+3.14% | 加仓 |
 强生JNJ |
| 1.12% | 1.24% | $3,962.1万 | 15.6万股 | $3,743.5万 | 15.3万股 | +2,860股+1.87% | 加仓 |
| AAPPLOVINAPP |
| 1.11% | 1% | $3,907.3万 | 7.6万股 | $3,002.2万 | 7.5万股 | +403股+0.53% | 加仓 |
 思科CSCO |
| 1.11% | 0.87% | $3,903.4万 | 33.2万股 | $2,612.5万 | 33.7万股 | -4,390股-1.30% | 减仓 |
 高盛GS |
| 1.09% | 0.99% | $3,838.8万 | 3.8万股 | $2,980.3万 | 3.5万股 | +2,727股+7.74% | 加仓 |
 TRAVELERS COSTRV |
| 1.08% | 1.13% | $3,806.2万 | 11.5万股 | $3,395.2万 | 11.6万股 | -1,105股-0.95% | 减仓 |
 雷神技术RTX |
| 1.07% | 1.22% | $3,786.6万 | 20.0万股 | $3,684.5万 | 19.1万股 | +8,572股+4.49% | 加仓 |
| EEVERCOREEVR |
| 1.04% | 1.07% | $3,683.4万 | 10.8万股 | $3,223.0万 | 10.8万股 | -90股-0.08% | 减仓 |
 TJXTJX |
| 1.02% | 1.28% | $3,592.5万 | 23.7万股 | $3,852.4万 | 24.1万股 | -4,099股-1.70% | 减仓 |
| AASCENDIS PHARMA A/S SPONSORED ADRASND |
| 1% | 1% | $3,538.9万 | 13.3万股 | $2,996.2万 | 13.1万股 | +1,690股+1.29% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1% | 1.14% | $3,515.9万 | 7.0万股 | $3,432.1万 | 7.2万股 | -1,358股-1.90% | 减仓 |
 EntergyETR |
| 1% | 1.17% | $3,510.9万 | 30.6万股 | $3,526.4万 | 31.4万股 | -8,176股-2.61% | 减仓 |
 默沙东MRK |
| 0.99% | 0.98% | $3,507.3万 | 27.3万股 | $2,959.4万 | 24.6万股 | +2.7万股+10.94% | 加仓 |
 EAST WEST BANCORPEWBC |
| 0.97% | 0.81% | $3,428.2万 | 22.5万股 | $2,431.0万 | 23.0万股 | -4,423股-1.93% | 减仓 |
 安费诺APH |
| 0.94% | 0.8% | $3,324.4万 | 18.9万股 | $2,400.3万 | 19.0万股 | -1,430股-0.75% | 减仓 |
| C花旗集团C |
| 0.94% | — | $3,317.6万 | 23.7万股 | $0 | 0股 | +23.7万股 | 新买入 |
 奎斯特诊断DGX |
| 0.93% | 1.02% | $3,272.4万 | 15.4万股 | $3,073.6万 | 15.7万股 | -2,436股-1.55% | 减仓 |
 LIFE TIMELTH |
| 0.9% | 0.72% | $3,187.8万 | 78.1万股 | $2,172.6万 | 80.6万股 | -2.6万股-3.21% | 减仓 |
 万事达MA |
| 0.89% | 1.02% | $3,121.6万 | 6.1万股 | $3,055.9万 | 6.1万股 | -381股-0.62% | 减仓 |
| BBANK OF AMERBAC |
| 0.87% | 0.83% | $3,053.4万 | 53.6万股 | $2,498.2万 | 51.2万股 | +2.3万股+4.57% | 加仓 |
 可口可乐KO |
| 0.86% | 0.88% | $3,023.1万 | 37.2万股 | $2,657.1万 | 34.9万股 | +2.3万股+6.47% | 加仓 |
 3M COMMMM |
| 0.86% | 0.88% | $3,019.5万 | 18.6万股 | $2,637.3万 | 18.2万股 | +4,895股+2.70% | 加仓 |
 自由媒体FWONK |
| 0.85% | 0.78% | $2,986.0万 | 31.4万股 | $2,350.6万 | 27.6万股 | +3.7万股+13.52% | 加仓 |
 RYDER SYSR |
| 0.84% | 0.41% | $2,961.9万 | 11.2万股 | $1,218.9万 | 6.0万股 | +5.3万股+88.59% | 加仓 |
| N纳斯达克NDAQ |
| 0.81% | 1.02% | $2,859.9万 | 36.3万股 | $3,064.8万 | 36.1万股 | +1,815股+0.50% | 加仓 |
 纽柯钢铁NUE |
| 0.8% | 0.79% | $2,832.4万 | 12.7万股 | $2,366.5万 | 14.0万股 | -1.3万股-9.14% | 减仓 |
 TKO GROUP HLDGS INC CLASS ATKO |
| 0.79% | 0.86% | $2,788.3万 | 13.9万股 | $2,592.9万 | 12.9万股 | +9,924股+7.72% | 加仓 |
| R拉夫劳伦RL |
| 0.76% | — | $2,671.6万 | 6.7万股 | $0 | 0股 | +6.7万股 | 新买入 |
