 英伟达NVDA |
| 7.34% | 7.35% | $2.39亿 | 119.2万股 | $2.22亿 | 145.9万股 | -26.6万股-18.25% | 减仓 |
 谷歌AGOOGL |
| 6.21% | 5.65% | $2.02亿 | 56.5万股 | $1.70亿 | 76.0万股 | -19.5万股-25.68% | 减仓 |
 苹果AAPL |
| 4.65% | 4.61% | $1.51亿 | 52.2万股 | $1.39亿 | 70.5万股 | -18.3万股-26.01% | 减仓 |
 微软MSFT |
| 4.59% | 5.23% | $1.49亿 | 40.0万股 | $1.58亿 | 58.2万股 | -18.2万股-31.31% | 减仓 |
 PALO ALTOPANW |
| 3.02% | 1.76% | $9,800.6万 | 28.7万股 | $5,290.5万 | 35.3万股 | -6.6万股-18.64% | 减仓 |
 台积电TSM |
| 2.24% | 1.83% | $7,283.0万 | 15.2万股 | $5,519.5万 | 20.1万股 | -4.9万股-24.18% | 减仓 |
 阿斯麦ASML |
| 2.05% | 1.6% | $6,665.3万 | 3.4万股 | $4,811.8万 | 9.1万股 | -5.7万股-63.03% | 减仓 |
 万事达MA |
| 1.81% | 2.03% | $5,886.3万 | 11.5万股 | $6,107.8万 | 18.6万股 | -7.2万股-38.48% | 减仓 |
 TJXTJX |
| 1.81% | 2.15% | $5,886.0万 | 38.9万股 | $6,478.3万 | 46.3万股 | -7.5万股-16.09% | 减仓 |
 博通AVGO |
| 1.48% | 1.13% | $4,824.0万 | 12.8万股 | $3,410.7万 | 15.7万股 | -2.9万股-18.51% | 减仓 |
| PPNC FINL SVCS COMVXF |
| 1.47% | 1.42% | $4,794.0万 | 19.5万股 | $4,277.1万 | 23.4万股 | -3.9万股-16.81% | 减仓 |
| BBANK OF AMERBAC |
| 1.39% | 1.36% | $4,511.9万 | 79.2万股 | $4,087.6万 | 80.3万股 | -1.2万股-1.44% | 减仓 |
 特灵科技TT |
| 1.36% | 1.3% | $4,430.3万 | 9.0万股 | $3,919.4万 | 13.9万股 | -4.8万股-34.96% | 减仓 |
 应用材料AMAT |
| 1.36% | 0.81% | $4,426.3万 | 6.1万股 | $2,451.4万 | 11.5万股 | -5.4万股-46.67% | 减仓 |
 艺康ECL |
| 1.34% | 1.48% | $4,368.7万 | 15.7万股 | $4,459.4万 | 19.9万股 | -4.2万股-21.15% | 减仓 |
 好市多COST |
| 1.34% | 1.6% | $4,349.4万 | 4.6万股 | $4,820.4万 | 14.4万股 | -9.7万股-67.67% | 减仓 |
 伊顿ETN |
| 1.23% | 1.2% | $4,008.2万 | 9.4万股 | $3,624.1万 | 14.9万股 | -5.5万股-36.93% | 减仓 |
 阿斯利康AZN |
| 1.22% | 1.47% | $3,956.4万 | 20.9万股 | $4,444.0万 | 26.4万股 | -5.5万股-20.70% | 减仓 |
 林德LIN |
| 1.18% | 1.29% | $3,838.9万 | 7.4万股 | $3,893.9万 | 12.7万股 | -5.3万股-41.78% | 减仓 |
 西屋制动WAB |
| 1.06% | 1.12% | $3,457.7万 | 12.8万股 | $3,363.3万 | 13.3万股 | -4,681股-3.52% | 减仓 |
 联合太平洋铁路UNP |
| 1.06% | 1.05% | $3,433.7万 | 12.6万股 | $3,167.9万 | 16.0万股 | -3.4万股-21.14% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 1.02% | 0.85% | $3,326.2万 | 8.9万股 | $2,559.8万 | 11.7万股 | -2.9万股-24.44% | 减仓 |
 FIRST SOLAR COMFSLR |
| 1% | 0.92% | $3,242.7万 | 13.7万股 | $2,773.0万 | 14.2万股 | -4,976股-3.49% | 减仓 |
 TRAVELERS COSTRV |
| 0.96% | 0.99% | $3,135.2万 | 9.5万股 | $2,982.0万 | 10.3万股 | -7,535股-7.35% | 减仓 |
 恩智浦NXPI |
| 0.96% | 0.75% | $3,132.1万 | 11.1万股 | $2,275.1万 | 14.1万股 | -3.0万股-21.17% | 减仓 |
| EENCOMPASS HEALTH COMEHC |
| 0.94% | 0.8% | $3,056.6万 | 30.2万股 | $2,415.3万 | 24.4万股 | +5.8万股+23.70% | 加仓 |
 ServiceNowNOW |
| 0.94% | 1.16% | $3,039.7万 | 30.6万股 | $3,498.9万 | 34.6万股 | -4.0万股-11.43% | 减仓 |
 福泰制药VRTX |
| 0.92% | 0.93% | $2,985.8万 | 6.0万股 | $2,809.1万 | 10.0万股 | -4.0万股-39.75% | 减仓 |
| PPROLOGIS COMPLD |
| 0.9% | 0.99% | $2,921.9万 | 21.6万股 | $2,969.9万 | 23.8万股 | -2.2万股-9.22% | 减仓 |
 HUNT J B TRANS SVCSJBHT |
| 0.88% | 0.71% | $2,867.1万 | 9.9万股 | $2,145.2万 | 11.5万股 | -1.6万股-14.12% | 减仓 |
 AMERICAN WTR WKS NEWAWK |
| 0.87% | 1.03% | $2,820.1万 | 21.4万股 | $3,098.4万 | 23.8万股 | -2.3万股-9.83% | 减仓 |
| VVALMONT INDSVMI |
| 0.86% | 0.58% | $2,801.7万 | 4.9万股 | $1,756.1万 | 4.3万股 | +5,641股+13.16% | 加仓 |
 VisaV |
| 0.86% | 0.86% | $2,796.3万 | 8.2万股 | $2,584.9万 | 12.3万股 | -4.1万股-33.55% | 减仓 |
 NETFLIXNFLX |
| 0.85% | 1.28% | $2,753.4万 | 38.6万股 | $3,869.1万 | 41.1万股 | -2.5万股-6.08% | 减仓 |
 仲量联行JLL |
| 0.84% | 0.92% | $2,745.5万 | 8.9万股 | $2,773.5万 | 10.9万股 | -2.0万股-18.56% | 减仓 |
 家得宝HD |
| 0.84% | 0.88% | $2,737.4万 | 7.8万股 | $2,639.6万 | 10.8万股 | -3.1万股-28.22% | 减仓 |
| UUNILEVER SPON ADR NEWUL |
| 0.83% | 0.91% | $2,688.0万 | 44.7万股 | $2,739.8万 | 46.8万股 | -2.0万股-4.38% | 减仓 |
 FERGUSON ENTERPRISESFERG |
| 0.82% | 0.9% | $2,669.1万 | 11.2万股 | $2,725.2万 | 14.5万股 | -3.3万股-22.72% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.76% | 1.12% | $2,468.4万 | 20.0万股 | $3,372.3万 | 23.8万股 | -3.7万股-15.64% | 减仓 |
 赛莱默XYL |
| 0.74% | 0.86% | $2,402.3万 | 20.3万股 | $2,603.0万 | 22.8万股 | -2.5万股-10.82% | 减仓 |
 MERCADOLIBRE COMMELI |
| 0.74% | 0.86% | $2,400.5万 | 1.4万股 | $2,587.3万 | 2.8万股 | -1.4万股-50.16% | 减仓 |
 罗克韦尔自动化ROK |
| 0.7% | 0.16% | $2,284.8万 | 4.6万股 | $487.4万 | 1.4万股 | +3.2万股+234.84% | 加仓 |
 史赛克SYK |
| 0.7% | 0.82% | $2,266.6万 | 7.2万股 | $2,456.5万 | 10.6万股 | -3.4万股-31.96% | 减仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.68% | 0.62% | $2,203.4万 | 39.1万股 | $1,872.2万 | 37.1万股 | +2.0万股+5.29% | 加仓 |
 QUANTA SVCSPWR |
| 0.67% | 0.68% | $2,192.3万 | 3.0万股 | $2,046.9万 | 7.1万股 | -4.0万股-56.92% | 减仓 |
 UNITED RENTALSURI |
| 0.67% | 0.58% | $2,170.5万 | 1.9万股 | $1,734.0万 | 5.8万股 | -3.9万股-67.24% | 减仓 |
 NVENT ELECTRICNVT |
| 0.66% | 0.57% | $2,142.7万 | 12.6万股 | $1,730.8万 | 14.2万股 | -1.6万股-11.09% | 减仓 |
 BOOKING COMBKNG |
| 0.65% | 0.68% | $2,124.6万 | 11.9万股 | $2,036.6万 | 2.7万股 | +9.2万股+342.96% | 加仓 |
 ChipotleCMG |
| 0.65% | 0.68% | $2,105.7万 | 61.9万股 | $2,046.6万 | 59.8万股 | +2.1万股+3.56% | 加仓 |
| MMYRMYRG |
| 0.64% | 0.49% | $2,095.5万 | 4.2万股 | $1,465.7万 | 4.9万股 | -7,287股-14.82% | 减仓 |
