 英伟达NVDA |
| 4.92% | 5.1% | $1.08亿 | 58.1万股 | $1.13亿 | 71.7万股 | -13.6万股-18.98% | 减仓 |
 ServiceNowNOW |
| 3.32% | 3.4% | $7,321.6万 | 8.0万股 | $7,558.9万 | 7.4万股 | +6,034股+8.21% | 加仓 |
 新思科技SNPS |
| 3.19% | 3.56% | $7,032.5万 | 14.3万股 | $7,911.7万 | 15.4万股 | -1.2万股-7.64% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 2.34% | 2.28% | $5,162.3万 | 14.7万股 | $5,067.7万 | 16.4万股 | -1.7万股-10.64% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 2.04% | 2.01% | $4,494.3万 | 19.9万股 | $4,458.8万 | 19.9万股 | 00.00% | 持仓不变 |
 CLEAN HARBORSCLH |
| 2.03% | 1.98% | $4,465.6万 | 19.2万股 | $4,411.8万 | 19.1万股 | +1,463股+0.77% | 加仓 |
| EELASTICESTC |
| 2.01% | 1.8% | $4,421.2万 | 52.3万股 | $4,005.1万 | 47.5万股 | +4.8万股+10.18% | 加仓 |
 谷歌AGOOGL |
| 1.99% | 1.71% | $4,395.7万 | 18.1万股 | $3,799.6万 | 21.6万股 | -3.5万股-16.13% | 减仓 |
| PPTC COMPTC |
| 1.95% | 1.49% | $4,287.9万 | 21.1万股 | $3,311.4万 | 19.2万股 | +1.9万股+9.92% | 加仓 |
 NVENT ELECTRICNVT |
| 1.9% | 1.97% | $4,190.9万 | 42.5万股 | $4,376.1万 | 59.7万股 | -17.3万股-28.88% | 减仓 |
 VertivVRT |
| 1.82% | 1.7% | $4,011.1万 | 26.6万股 | $3,768.9万 | 29.4万股 | -2.8万股-9.41% | 减仓 |
 艺康ECL |
| 1.68% | 1.85% | $3,693.6万 | 13.5万股 | $4,116.6万 | 15.3万股 | -1.8万股-11.72% | 减仓 |
 直觉外科ISRG |
| 1.58% | 1.76% | $3,485.5万 | 7.8万股 | $3,913.6万 | 7.2万股 | +5,916股+8.21% | 加仓 |
 微软MSFT |
| 1.57% | 1.19% | $3,455.3万 | 6.7万股 | $2,641.0万 | 5.3万股 | +1.4万股+25.64% | 加仓 |
 CrowdStrikeCRWD |
| 1.48% | 1.19% | $3,270.9万 | 6.7万股 | $2,654.0万 | 5.2万股 | +1.5万股+28.00% | 加仓 |
 MONGODB CL AMDB |
| 1.47% | 1.07% | $3,246.6万 | 10.5万股 | $2,369.0万 | 11.3万股 | -8,212股-7.28% | 减仓 |
 豪洛捷HOLX |
| 1.43% | 1.36% | $3,146.8万 | 46.6万股 | $3,034.5万 | 46.6万股 | +559股+0.12% | 加仓 |
| T赛默飞世尔TMO |
| 1.33% | 0.95% | $2,933.6万 | 6.0万股 | $2,101.8万 | 5.2万股 | +8,647股+16.68% | 加仓 |
| JJBT MARELJBTM |
| 1.33% | 1.13% | $2,929.1万 | 20.9万股 | $2,508.0万 | 20.9万股 | 00.00% | 持仓不变 |
 摩托罗拉解决方案MSI |
| 1.33% | 1.22% | $2,923.3万 | 6.4万股 | $2,711.1万 | 6.4万股 | -554股-0.86% | 减仓 |
 SterisSTE |
| 1.29% | 1.22% | $2,839.0万 | 11.5万股 | $2,720.5万 | 11.3万股 | +1,487股+1.31% | 加仓 |
 博通AVGO |
| 1.29% | 0.92% | $2,831.7万 | 8.6万股 | $2,035.5万 | 7.4万股 | +1.2万股+16.24% | 加仓 |
 ZscalerZS |
| 1.28% | 1.43% | $2,819.9万 | 9.4万股 | $3,181.7万 | 10.1万股 | -7,243股-7.15% | 减仓 |
| BBENTLEY SYSBSY |
| 1.24% | 1.29% | $2,736.1万 | 53.1万股 | $2,868.4万 | 53.1万股 | 00.00% | 持仓不变 |
 EquinixEQIX |
| 1.23% | 1.26% | $2,708.6万 | 3.5万股 | $2,812.3万 | 3.5万股 | -772股-2.18% | 减仓 |
 OSI SYSTEMSOSIS |
| 1.2% | 1.14% | $2,652.2万 | 10.6万股 | $2,531.5万 | 11.3万股 | -6,172股-5.48% | 减仓 |
| RROLLINS COMROL |
| 1.2% | 1.13% | $2,643.3万 | 45.0万股 | $2,517.7万 | 44.6万股 | +3,754股+0.84% | 加仓 |
 DIGITAL RLTY TR COMDLR |
| 1.19% | 1.18% | $2,617.5万 | 15.1万股 | $2,622.6万 | 15.0万股 | +969股+0.64% | 加仓 |
| AAPI COM STKAPG |
| 1.16% | 0.83% | $2,559.1万 | 74.5万股 | $1,839.6万 | 54.1万股 | +20.4万股+37.74% | 加仓 |
 AMD超威AMD |
| 1.14% | 1.78% | $2,521.8万 | 15.6万股 | $3,967.9万 | 28.0万股 | -12.4万股-44.26% | 减仓 |
 Varonis Systems,VRNS |
| 1.13% | 1.08% | $2,498.2万 | 43.5万股 | $2,399.7万 | 47.3万股 | -3.8万股-8.07% | 减仓 |
 德康医疗DXCM |
| 1.11% | 1.33% | $2,437.9万 | 36.2万股 | $2,947.7万 | 33.8万股 | +2.5万股+7.29% | 加仓 |
 科磊KLAC |
| 1.07% | 1.25% | $2,366.2万 | 2.2万股 | $2,773.6万 | 3.1万股 | -9,026股-29.15% | 减仓 |
 PALO ALTOPANW |
| 1.04% | 0.94% | $2,288.0万 | 11.2万股 | $2,089.6万 | 10.2万股 | +1.0万股+10.04% | 加仓 |
| AAPTIVAPTV |
| 1.02% | 0.51% | $2,254.3万 | 26.1万股 | $1,137.0万 | 16.7万股 | +9.5万股+56.87% | 加仓 |
 CORE & MAINCNM |
| 1.02% | 0.99% | $2,250.1万 | 41.8万股 | $2,196.7万 | 36.4万股 | +5.4万股+14.84% | 加仓 |
 PROCEPT BIOROBOTICSPRCT |
| 1.02% | 1.02% | $2,248.7万 | 63.0万股 | $2,273.5万 | 39.5万股 | +23.5万股+59.62% | 加仓 |
| MMANHATTAN ASSOCIATESMANH |
| 1.02% | 0.97% | $2,239.2万 | 10.9万股 | $2,157.1万 | 10.9万股 | 00.00% | 持仓不变 |
 WASTE CONNECTIONSWCN |
| 0.95% | 0.93% | $2,082.7万 | 11.8万股 | $2,062.7万 | 11.0万股 | +8,000股+7.24% | 加仓 |
| SSPS COMMSPSC |
| 0.93% | 1.07% | $2,050.7万 | 19.7万股 | $2,384.2万 | 17.5万股 | +2.2万股+12.40% | 加仓 |
| SSentinelone INC CLASS A CORP COMMONS |
| 0.93% | 0.85% | $2,040.6万 | 115.9万股 | $1,882.0万 | 103.0万股 | +12.9万股+12.55% | 加仓 |
 ADVANCED DRAIN SYS DELWMS |
| 0.92% | 0.78% | $2,018.1万 | 14.6万股 | $1,728.6万 | 15.1万股 | -5,000股-3.32% | 减仓 |
| CCELLEBRITE DICLBT |
| 0.9% | 0.63% | $1,976.9万 | 106.7万股 | $1,391.9万 | 87.0万股 | +19.7万股+22.64% | 加仓 |
 西屋制动WAB |
| 0.86% | 1.14% | $1,887.2万 | 9.4万股 | $2,540.0万 | 12.1万股 | -2.7万股-22.41% | 减仓 |
| TTyler科技TYL |
| 0.84% | 1.04% | $1,840.0万 | 3.5万股 | $2,310.8万 | 3.9万股 | -3,808股-9.77% | 减仓 |
 Roper科技ROP |
| 0.83% | 0.94% | $1,836.2万 | 3.7万股 | $2,087.1万 | 3.7万股 | 00.00% | 持仓不变 |
 AXON ENTERPRISEAXON |
| 0.83% | 1.01% | $1,834.9万 | 2.6万股 | $2,243.1万 | 2.7万股 | -1,524股-5.63% | 减仓 |
 欧特克ADSK |
| 0.83% | 0.81% | $1,823.0万 | 5.7万股 | $1,805.8万 | 5.8万股 | -946股-1.62% | 减仓 |
 DANAHER DEL COMDHR |
| 0.83% | 0.75% | $1,818.1万 | 9.2万股 | $1,673.2万 | 8.5万股 | +7,000股+8.26% | 加仓 |
 美敦力MDT |
| 0.8% | 0.72% | $1,761.0万 | 18.5万股 | $1,611.8万 | 18.5万股 | 00.00% | 持仓不变 |
