 苹果AAPL |
| 8.2% | 8.94% | $2,907.1万 | 10.1万股 | $2,621.4万 | 10.3万股 | -2,150股-2.08% | 减仓 |
 AMD超威AMD |
| 7.7% | 5.29% | $2,732.5万 | 4.7万股 | $1,549.5万 | 7.6万股 | -2.9万股-37.83% | 减仓 |
 台积电TSM |
| 7.11% | 8.58% | $2,521.8万 | 5.3万股 | $2,513.3万 | 7.4万股 | -2.1万股-28.52% | 减仓 |
 亚马逊AMZN |
| 6.67% | 7.28% | $2,367.5万 | 10.0万股 | $2,134.7万 | 10.2万股 | -2,500股-2.44% | 减仓 |
| LLITHIUM ARGENTINALAR |
| 4.95% | — | $1,754.2万 | 213.4万股 | $0 | 0股 | +213.4万股 | 新买入 |
 英伟达NVDA |
| 4.62% | 5.03% | $1,638.1万 | 8.2万股 | $1,473.9万 | 8.4万股 | -2,100股-2.49% | 减仓 |
 迪尔DE |
| 4.11% | 4.56% | $1,456.5万 | 2.3万股 | $1,335.9万 | 2.4万股 | -600股-2.53% | 减仓 |
 万事达MA |
| 3.53% | 4.28% | $1,250.8万 | 2.5万股 | $1,255.0万 | 2.5万股 | -600股-2.39% | 减仓 |
 Elevance健康ELV |
| 3.42% | 3.23% | $1,212.0万 | 3.2万股 | $947.0万 | 3.2万股 | -800股-2.47% | 减仓 |
 ICON PUB LTD COICLR |
| 3.39% | 2.18% | $1,202.1万 | 7.0万股 | $638.0万 | 5.8万股 | +1.2万股+20.82% | 加仓 |
 MCKESSON COMMCK |
| 3.37% | 4.82% | $1,194.9万 | 1.6万股 | $1,412.2万 | 1.6万股 | -400股-2.45% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 3.06% | 1.77% | $1,086.2万 | 2.9万股 | $519.5万 | 1.9万股 | +1.0万股+55.82% | 加仓 |
 艺康ECL |
| 2.96% | 3.53% | $1,050.7万 | 3.8万股 | $1,033.9万 | 3.9万股 | -900股-2.32% | 减仓 |
 特灵科技TT |
| 2.76% | 2.93% | $980.7万 | 2.0万股 | $858.5万 | 2.1万股 | -500股-2.43% | 减仓 |
| AAPTIVAPTV |
| 2.72% | 3.27% | $964.9万 | 15.8万股 | $959.4万 | 13.8万股 | +2.0万股+14.53% | 加仓 |
 WEYERHAEUSERWY |
| 2.68% | 3.42% | $952.3万 | 40.0万股 | $1,002.5万 | 41.0万股 | -9,900股-2.41% | 减仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 2.64% | 3.73% | $935.0万 | 2.7万股 | $1,093.8万 | 3.9万股 | -1.2万股-30.58% | 减仓 |
 汽车地带AZO |
| 2.61% | 3.43% | $927.6万 | 2,920股 | $1,003.8万 | 2,970股 | -50股-1.68% | 减仓 |
 VAIL RESORTSMTN |
| 2.53% | 2.98% | $897.6万 | 6.6万股 | $872.2万 | 6.8万股 | -1,600股-2.36% | 减仓 |
| DDARLING INGREDIENTSDAR |
| 2.52% | 3.56% | $893.0万 | 16.4万股 | $1,043.4万 | 16.9万股 | -4,100股-2.43% | 减仓 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 2.45% | 2.36% | $870.8万 | 10.1万股 | $693.0万 | 10.3万股 | -2,600股-2.52% | 减仓 |
 TENABLETENB |
| 2.37% | 1.36% | $838.9万 | 22.9万股 | $397.2万 | 23.5万股 | -5,800股-2.47% | 减仓 |
 微软MSFT |
| 2% | — | $710.4万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 GXO LOGISTICS INCORPORATEDGXO |
| 1.78% | 3.08% | $629.8万 | 12.5万股 | $902.5万 | 17.4万股 | -4.9万股-28.16% | 减仓 |
 摩根大通JPM |
| 1.62% | 1.83% | $574.9万 | 1.8万股 | $534.9万 | 1.8万股 | -500股-2.75% | 减仓 |
 ServiceNowNOW |
| 1.59% | 2.09% | $563.4万 | 5.7万股 | $611.9万 | 5.8万股 | -1,400股-2.39% | 减仓 |
 ALCON ORD SHSALC |
| 1.57% | 2.14% | $555.8万 | 8.3万股 | $625.7万 | 8.5万股 | -2,100股-2.48% | 减仓 |
 穆迪MCO |
| 1.45% | 1.75% | $516.1万 | 1.1万股 | $513.5万 | 1.2万股 | -300股-2.55% | 减仓 |
 MONGODB CL AMDB |
| 1.26% | — | $448.0万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 WELLS FARGO NEWWFC |
| 1.01% | 1.21% | $357.0万 | 4.3万股 | $355.0万 | 4.5万股 | -1,100股-2.47% | 减仓 |
 ISOENERGYISOU |
| 0.82% | — | $290.3万 | 29.3万股 | $0 | 0股 | +29.3万股 | 新买入 |
| IIBMIBM |
| 0.54% | — | $190.6万 | 6,820股 | $0 | 0股 | +6,820股 | 新买入 |
