 英伟达NVDA |
| 2.83% | 2.95% | $3,509.7万 | 17.5万股 | $3,059.6万 | 17.5万股 | -34股-0.02% | 减仓 |
 谷歌AGOOGL |
| 1.72% | 1.64% | $2,134.5万 | 6.0万股 | $1,707.0万 | 5.9万股 | +365股+0.61% | 加仓 |
 博通AVGO |
| 1.54% | 1.49% | $1,914.6万 | 5.1万股 | $1,541.7万 | 5.0万股 | +873股+1.75% | 加仓 |
 Arista网络ANET |
| 1.49% | 1.25% | $1,841.4万 | 10.8万股 | $1,298.7万 | 10.6万股 | +2,619股+2.48% | 加仓 |
 苹果AAPL |
| 1.48% | 1.54% | $1,836.0万 | 6.3万股 | $1,602.9万 | 6.3万股 | +289股+0.46% | 加仓 |
 AMD超威AMD |
| 1.23% | 0.51% | $1,518.9万 | 2.6万股 | $525.6万 | 2.6万股 | +310股+1.20% | 加仓 |
| AASTERA LABSALAB |
| 1.07% | 0.4% | $1,327.1万 | 2.7万股 | $415.7万 | 3.8万股 | -1.0万股-27.56% | 减仓 |
 PALO ALTOPANW |
| 1.05% | 0.58% | $1,307.5万 | 3.8万股 | $603.1万 | 3.8万股 | +719股+1.91% | 加仓 |
| IICHORICHR |
| 1.04% | 0.46% | $1,295.0万 | 11.5万股 | $478.8万 | 10.3万股 | +1.3万股+12.27% | 加仓 |
 康宁GLW |
| 1.02% | 0.63% | $1,263.5万 | 4.9万股 | $649.6万 | 4.8万股 | +1,693股+3.54% | 加仓 |
 科磊KLAC |
| 0.99% | 0.57% | $1,230.1万 | 4.1万股 | $595.3万 | 4,043股 | +3.7万股+908.46% | 加仓 |
 微软MSFT |
| 0.84% | 0.99% | $1,035.0万 | 2.8万股 | $1,026.9万 | 2.8万股 | +6股+0.02% | 加仓 |
 泛林集团LRCX |
| 0.78% | 0.45% | $968.9万 | 2.2万股 | $468.8万 | 2.2万股 | +418股+1.91% | 加仓 |
 F5FFIV |
| 0.78% | 0.65% | $968.6万 | 2.3万股 | $669.7万 | 2.3万股 | +141股+0.61% | 加仓 |
 HEICOHEI |
| 0.75% | 0.71% | $932.1万 | 2.6万股 | $735.3万 | 2.7万股 | -645股-2.41% | 减仓 |
| AARGANAGX |
| 0.74% | 0.54% | $915.5万 | 1.1万股 | $556.7万 | 1.0万股 | +1,242股+12.15% | 加仓 |
 应用材料AMAT |
| 0.72% | 0.4% | $894.4万 | 1.2万股 | $415.4万 | 1.2万股 | +216股+1.78% | 加仓 |
| CCOMFORT SYS USAFIX |
| 0.72% | 0.53% | $891.3万 | 4,497股 | $554.8万 | 4,023股 | +474股+11.78% | 加仓 |
 思科CSCO |
| 0.71% | 0.55% | $882.5万 | 7.5万股 | $573.2万 | 7.4万股 | +1,258股+1.70% | 加仓 |
 飞塔FTNT |
| 0.66% | 0.46% | $815.4万 | 5.3万股 | $478.7万 | 5.9万股 | -5,501股-9.39% | 减仓 |
 ALTRIAMO |
| 0.65% | 0.7% | $808.1万 | 11.2万股 | $728.4万 | 11.0万股 | +1,933股+1.75% | 加仓 |
 Meta平台META |
| 0.64% | 0.77% | $789.3万 | 1.4万股 | $797.0万 | 1.4万股 | +83股+0.60% | 加仓 |
 礼来LLY |
| 0.61% | 0.54% | $759.6万 | 6,333股 | $563.5万 | 6,127股 | +206股+3.36% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.6% | 0.53% | $746.8万 | 2.0万股 | $548.5万 | 2.0万股 | +160股+0.81% | 加仓 |
 GE VernovaGEV |
| 0.56% | 0.49% | $692.7万 | 5,896股 | $503.8万 | 5,772股 | +124股+2.15% | 加仓 |
| T赛默飞世尔TMO |
| 0.56% | 0.65% | $692.0万 | 1.4万股 | $672.2万 | 1.4万股 | +128股+0.94% | 加仓 |
 CrowdStrikeCRWD |
| 0.55% | 0.33% | $677.4万 | 8,876股 | $340.2万 | 8,715股 | +161股+1.85% | 加仓 |
 瑞思迈RMD |
| 0.53% | 0.74% | $656.1万 | 3.4万股 | $769.9万 | 3.4万股 | -630股-1.84% | 减仓 |
| MMATSON INC COM NPVMATX |
| 0.51% | 0.61% | $630.6万 | 3.3万股 | $630.4万 | 3.8万股 | -5,648股-14.69% | 减仓 |
 VisaV |
| 0.51% | 0.53% | $629.6万 | 1.8万股 | $548.2万 | 1.8万股 | +215股+1.19% | 加仓 |
| EEVERPURE CL AEVPR |
| 0.5% | 0.3% | $625.2万 | 7.9万股 | $314.6万 | 5.3万股 | +2.6万股+48.93% | 加仓 |
 特斯拉TSLA |
| 0.5% | 0.52% | $616.1万 | 1.5万股 | $544.7万 | 1.5万股 | -6股-0.04% | 减仓 |
 ARCBESTARCB |
| 0.5% | 0.39% | $615.5万 | 4.3万股 | $408.4万 | 4.2万股 | +1,351股+3.25% | 加仓 |
 埃克森美孚XOM |
| 0.48% | 0.69% | $598.0万 | 4.4万股 | $716.3万 | 4.2万股 | +1,520股+3.60% | 加仓 |
 DatadogDDOG |
| 0.47% | 0.25% | $588.2万 | 2.3万股 | $258.6万 | 2.2万股 | +686股+3.13% | 加仓 |
 标普全球SPGI |
| 0.47% | 0.58% | $585.2万 | 1.4万股 | $602.7万 | 1.4万股 | +201股+1.42% | 加仓 |
| MMACOM TECH SOLUTIONS IMTSI |
| 0.47% | 0.49% | $585.0万 | 1.5万股 | $504.0万 | 2.3万股 | -7,315股-32.23% | 减仓 |
 沃尔玛WMT |
| 0.47% | 0.59% | $578.1万 | 5.1万股 | $608.6万 | 4.9万股 | +2,071股+4.23% | 加仓 |
 威瑞森VZ |
| 0.46% | 0.65% | $576.2万 | 13.6万股 | $670.7万 | 13.4万股 | +2,479股+1.86% | 加仓 |
 威廉姆斯WMB |
| 0.46% | 0.53% | $567.0万 | 7.6万股 | $547.9万 | 7.5万股 | +980股+1.30% | 加仓 |
 安费诺APH |
| 0.45% | 0.5% | $563.0万 | 3.2万股 | $523.3万 | 4.1万股 | -9,484股-22.90% | 减仓 |
| CCATALYST PHARMACEUTICALS |
| 0.45% | 0.39% | $553.2万 | 17.6万股 | $405.1万 | 16.4万股 | +1.2万股+7.59% | 加仓 |
 慧与HPEHPE |
| 0.44% | 0.27% | $549.0万 | 12.2万股 | $282.5万 | 11.9万股 | +3,048股+2.57% | 加仓 |
 NVENT ELECTRICNVT |
| 0.44% | 0.43% | $542.0万 | 3.2万股 | $442.4万 | 3.7万股 | -5,452股-14.57% | 减仓 |
 雷诺士LII |
| 0.43% | 0.39% | $538.7万 | 9,403股 | $405.0万 | 8,726股 | +677股+7.76% | 加仓 |
| NNRG ENERGYNRG |
| 0.43% | 0.51% | $536.2万 | 3.7万股 | $525.1万 | 3.6万股 | +782股+2.18% | 加仓 |
 VICI PPTYS COMVICI |
| 0.43% | 0.51% | $528.3万 | 19.9万股 | $531.8万 | 19.5万股 | +4,340股+2.23% | 加仓 |
 因赛特INCY |
| 0.43% | 0.42% | $527.2万 | 4.7万股 | $431.8万 | 4.6万股 | +627股+1.37% | 加仓 |
 ServiceNowNOW |
| 0.41% | 0.51% | $506.4万 | 5.1万股 | $525.8万 | 5.0万股 | +722股+1.44% | 加仓 |
 好市多COST |
| 0.4% | 0.51% | $498.7万 | 5,331股 | $529.1万 | 5,310股 | +21股+0.40% | 加仓 |
