 博通AVGO |
| 1.8% | 1.79% | $6,603.0万 | 17.5万股 | $5,858.6万 | 18.9万股 | -1.4万股-7.65% | 减仓 |
 英伟达NVDA |
| 1.71% | 1.67% | $6,282.5万 | 31.4万股 | $5,461.3万 | 31.3万股 | +835股+0.27% | 加仓 |
 派克汉尼汾PH |
| 1.57% | 1.7% | $5,766.6万 | 5.9万股 | $5,562.4万 | 6.2万股 | -3,177股-5.11% | 减仓 |
 特灵科技TT |
| 1.47% | 1.47% | $5,378.8万 | 11.0万股 | $4,808.1万 | 11.5万股 | -5,861股-5.08% | 减仓 |
 泛林集团LRCX |
| 1.4% | 0.58% | $5,142.5万 | 11.9万股 | $1,897.8万 | 8.9万股 | +3.0万股+33.61% | 加仓 |
 台积电TSM |
| 1.35% | 1.27% | $4,933.9万 | 10.3万股 | $4,154.9万 | 12.3万股 | -2.0万股-15.97% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 1.21% | 1.28% | $4,421.6万 | 20.8万股 | $4,175.2万 | 21.8万股 | -9,737股-4.48% | 减仓 |
 卡特彼勒CAT |
| 1.14% | 1.03% | $4,182.6万 | 3.9万股 | $3,352.6万 | 4.7万股 | -8,046股-17.00% | 减仓 |
 HOWMET AEROSPACE COMHWM |
| 1.09% | 1.12% | $4,003.8万 | 14.9万股 | $3,642.6万 | 15.8万股 | -9,137股-5.78% | 减仓 |
 WILLIAMS SONOMAWSM |
| 1.03% | 0.96% | $3,780.3万 | 16.2万股 | $3,146.3万 | 17.3万股 | -1.0万股-6.02% | 减仓 |
 微软MSFT |
| 0.99% | 1.04% | $3,619.9万 | 9.7万股 | $3,392.9万 | 9.2万股 | +5,386股+5.88% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.97% | 0.89% | $3,564.0万 | 9.5万股 | $2,904.1万 | 10.5万股 | -9,552股-9.14% | 减仓 |
 EOG资源EOG |
| 0.97% | 1.34% | $3,539.8万 | 27.3万股 | $4,365.7万 | 30.2万股 | -2.9万股-9.64% | 减仓 |
 应用材料AMAT |
| 0.92% | 0.53% | $3,359.0万 | 4.6万股 | $1,742.1万 | 5.1万股 | -4,512股-8.85% | 减仓 |
 安费诺APH |
| 0.9% | 0.76% | $3,292.5万 | 18.7万股 | $2,475.0万 | 19.6万股 | -9,155股-4.67% | 减仓 |
 NetAppNTAP |
| 0.88% | 0.71% | $3,242.9万 | 21.0万股 | $2,306.9万 | 22.5万股 | -1.6万股-7.00% | 减仓 |
 阿默普莱斯AMP |
| 0.85% | 0.96% | $3,121.9万 | 6.8万股 | $3,129.1万 | 7.0万股 | -2,361股-3.35% | 减仓 |
 德州仪器TXN |
| 0.82% | 0.67% | $3,018.9万 | 10.1万股 | $2,174.5万 | 11.2万股 | -1.1万股-9.58% | 减仓 |
 谷歌AGOOGL |
| 0.82% | 0.73% | $3,014.1万 | 8.4万股 | $2,373.3万 | 8.3万股 | +1,808股+2.19% | 加仓 |
 ZOETIS CL AZTS |
| 0.8% | 0.9% | $2,951.7万 | 41.1万股 | $2,923.4万 | 24.7万股 | +16.3万股+66.10% | 加仓 |
 Arista网络ANET |
| 0.8% | 0.69% | $2,932.8万 | 17.3万股 | $2,242.0万 | 18.3万股 | -9,967股-5.46% | 减仓 |
 科磊KLAC |
| 0.78% | 0.46% | $2,877.0万 | 9.5万股 | $1,512.9万 | 1.0万股 | +8.5万股+828.06% | 加仓 |
 摩根大通JPM |
| 0.78% | 0.78% | $2,846.4万 | 8.7万股 | $2,552.9万 | 8.7万股 | +173股+0.20% | 加仓 |
 美光科技MU |
| 0.75% | 0.23% | $2,752.3万 | 2.4万股 | $759.0万 | 2.2万股 | +1,379股+6.14% | 加仓 |
 VisaV |
| 0.75% | 0.78% | $2,743.9万 | 8.0万股 | $2,556.5万 | 8.5万股 | -4,609股-5.45% | 减仓 |
 默沙东MRK |
| 0.74% | 0.81% | $2,727.0万 | 21.2万股 | $2,649.9万 | 22.0万股 | -8,074股-3.67% | 减仓 |
 思科CSCO |
| 0.74% | 0.65% | $2,707.3万 | 23.0万股 | $2,133.1万 | 27.5万股 | -4.4万股-16.16% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.71% | 0.68% | $2,610.5万 | 7.4万股 | $2,207.9万 | 7.7万股 | -3,084股-4.01% | 减仓 |
 林德LIN |
| 0.69% | 0.78% | $2,546.1万 | 4.9万股 | $2,549.2万 | 5.1万股 | -2,357股-4.58% | 减仓 |
 礼来LLY |
| 0.68% | 0.32% | $2,507.2万 | 2.1万股 | $1,036.1万 | 1.1万股 | +9,638股+85.56% | 加仓 |
 联邦快递FDX |
| 0.67% | 0.82% | $2,460.1万 | 7.9万股 | $2,680.4万 | 7.5万股 | +3,310股+4.40% | 加仓 |
 迈威尔MRVL |
| 0.67% | — | $2,447.3万 | 8.2万股 | $0 | 0股 | +8.2万股 | 新买入 |
 亚马逊AMZN |
| 0.64% | 0.59% | $2,362.0万 | 9.9万股 | $1,921.8万 | 9.2万股 | +6,827股+7.40% | 加仓 |
 PALO ALTOPANW |
| 0.62% | 0.36% | $2,275.5万 | 6.7万股 | $1,180.5万 | 7.4万股 | -6,907股-9.38% | 减仓 |
 QUANTA SVCSPWR |
| 0.62% | 0.56% | $2,264.2万 | 3.1万股 | $1,832.6万 | 3.3万股 | -1,934股-5.79% | 减仓 |
 强生JNJ |
| 0.61% | 0.68% | $2,255.5万 | 8.9万股 | $2,222.0万 | 9.1万股 | -2,093股-2.30% | 减仓 |
 伊顿ETN |
| 0.61% | 0.6% | $2,247.8万 | 5.3万股 | $1,946.7万 | 5.4万股 | -1,677股-3.08% | 减仓 |
 奎斯特诊断DGX |
| 0.6% | 0.65% | $2,214.8万 | 10.4万股 | $2,123.5万 | 10.8万股 | -3,856股-3.56% | 减仓 |
 Meta平台META |
| 0.6% | 0.63% | $2,204.4万 | 3.9万股 | $2,057.9万 | 3.6万股 | +3,166股+8.80% | 加仓 |
 CASEYS GEN STORESCASY |
| 0.58% | 0.64% | $2,144.3万 | 2.7万股 | $2,083.6万 | 2.9万股 | -1,648股-5.76% | 减仓 |
 沃尔玛WMT |
| 0.58% | 0.61% | $2,110.9万 | 18.6万股 | $2,003.8万 | 16.1万股 | +2.5万股+15.60% | 加仓 |
| CCOMFORT SYS USAFIX |
| 0.57% | 0.48% | $2,101.1万 | 1.1万股 | $1,565.7万 | 1.1万股 | -753股-6.63% | 减仓 |
 IRON MTN DEL COMIRM |
| 0.56% | 0.54% | $2,064.6万 | 16.3万股 | $1,770.7万 | 17.3万股 | -9,902股-5.71% | 减仓 |
 PULTEPHM |
| 0.56% | 0.57% | $2,039.3万 | 14.9万股 | $1,847.1万 | 15.7万股 | -8,426股-5.37% | 减仓 |
 REPUBLIC SVCSRSG |
| 0.55% | 0.66% | $2,011.1万 | 9.4万股 | $2,148.3万 | 9.8万股 | -3,702股-3.77% | 减仓 |
| FFLEXFLEX |
| 0.54% | 0.32% | $1,983.3万 | 12.2万股 | $1,043.6万 | 15.9万股 | -3.7万股-23.25% | 减仓 |
 宝洁PG |
| 0.52% | 0.6% | $1,903.6万 | 13.0万股 | $1,944.1万 | 13.5万股 | -4,787股-3.56% | 减仓 |
 美国运通AXP |
| 0.52% | 0.54% | $1,889.8万 | 5.6万股 | $1,757.3万 | 5.8万股 | -2,227股-3.83% | 减仓 |
 苹果AAPL |
| 0.51% | 0.41% | $1,865.3万 | 6.4万股 | $1,343.1万 | 5.3万股 | +1.2万股+21.81% | 加仓 |
| PPENSKE AUTOMOTIVE GROUPPAG |
| 0.51% | 0.49% | $1,854.8万 | 10.4万股 | $1,603.0万 | 10.7万股 | -3,561股-3.32% | 减仓 |
