 英伟达NVDA |
| 4.09% | 4.73% | $42.86亿 | 2,142.1万股 | $44.87亿 | 2,573.6万股 | -431.5万股-16.77% | 减仓 |
 谷歌AGOOGL |
| 2.79% | 2.55% | $29.19亿 | 816.8万股 | $24.15亿 | 840.1万股 | -23.3万股-2.77% | 减仓 |
 博通AVGO |
| 2.65% | 2.47% | $27.74亿 | 734.5万股 | $23.42亿 | 757.1万股 | -22.6万股-2.99% | 减仓 |
 苹果AAPL |
| 2.42% | 2.43% | $25.32亿 | 875.2万股 | $22.99亿 | 906.0万股 | -30.8万股-3.40% | 减仓 |
 微软MSFT |
| 1.96% | 2.61% | $20.53亿 | 550.4万股 | $24.75亿 | 668.9万股 | -118.5万股-17.72% | 减仓 |
 亚马逊AMZN |
| 1.95% | 2.09% | $20.40亿 | 856.0万股 | $19.85亿 | 953.5万股 | -97.5万股-10.22% | 减仓 |
 瑞银UBS |
| 1.74% | 1.44% | $18.25亿 | 3,674.4万股 | $13.61亿 | 3,559.2万股 | +115.2万股+3.24% | 加仓 |
 应用材料AMAT |
| 1.44% | 1.01% | $15.06亿 | 208.4万股 | $9.58亿 | 280.3万股 | -71.9万股-25.65% | 减仓 |
 科磊KLAC |
| 1.4% | 1.12% | $14.63亿 | 485.7万股 | $10.62亿 | 72.2万股 | +413.5万股+572.79% | 加仓 |
 美光科技MU |
| 1.17% | 0.44% | $12.24亿 | 106.0万股 | $4.16亿 | 123.1万股 | -17.0万股-13.85% | 减仓 |
 泛林集团LRCX |
| 1.1% | 0.65% | $11.49亿 | 265.3万股 | $6.20亿 | 290.5万股 | -25.3万股-8.70% | 减仓 |
 AMD超威AMD |
| 1% | 0.41% | $10.50亿 | 180.8万股 | $3.87亿 | 190.4万股 | -9.6万股-5.03% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.99% | 0.41% | $10.37亿 | 407.4万股 | $3.92亿 | 260.1万股 | +147.4万股+56.67% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.97% | 0.92% | $10.13亿 | 286.8万股 | $8.76亿 | 305.6万股 | -18.8万股-6.15% | 减仓 |
 VisaV |
| 0.89% | 0.65% | $9.36亿 | 272.9万股 | $6.18亿 | 204.4万股 | +68.5万股+33.53% | 加仓 |
 思科CSCO |
| 0.87% | 0.32% | $9.10亿 | 774.8万股 | $3.00亿 | 386.4万股 | +388.4万股+100.50% | 加仓 |
 恩智浦NXPI |
| 0.87% | 0.8% | $9.07亿 | 322.8万股 | $7.56亿 | 384.2万股 | -61.5万股-15.99% | 减仓 |
 礼来LLY |
| 0.86% | 0.92% | $9.06亿 | 75.5万股 | $8.68亿 | 94.4万股 | -18.9万股-20.02% | 减仓 |
 Arista网络ANET |
| 0.75% | 0.55% | $7.91亿 | 465.9万股 | $5.20亿 | 424.1万股 | +41.8万股+9.85% | 加仓 |
 特斯拉TSLA |
| 0.75% | 0.75% | $7.85亿 | 186.6万股 | $7.15亿 | 192.3万股 | -5.7万股-2.98% | 减仓 |
 PALO ALTOPANW |
| 0.74% | 0.81% | $7.72亿 | 226.5万股 | $7.70亿 | 480.9万股 | -254.5万股-52.91% | 减仓 |
 Meta平台META |
| 0.73% | 1.04% | $7.65亿 | 135.8万股 | $9.90亿 | 173.2万股 | -37.4万股-21.59% | 减仓 |
 特灵科技TT |
| 0.73% | 0.85% | $7.64亿 | 155.7万股 | $8.04亿 | 193.0万股 | -37.3万股-19.33% | 减仓 |
 XCEL ENERGY COMXEL |
| 0.69% | 0.74% | $7.26亿 | 903.9万股 | $7.05亿 | 887.2万股 | +16.7万股+1.88% | 加仓 |
 赛富时CRM |
| 0.68% | 0.87% | $7.14亿 | 455.4万股 | $8.25亿 | 441.9万股 | +13.5万股+3.06% | 加仓 |
 ServiceNowNOW |
| 0.68% | 0.67% | $7.13亿 | 718.3万股 | $6.36亿 | 608.0万股 | +110.3万股+18.14% | 加仓 |
 艺康ECL |
| 0.67% | 0.91% | $6.97亿 | 250.2万股 | $8.67亿 | 325.9万股 | -75.7万股-23.24% | 减仓 |
 CrowdStrikeCRWD |
| 0.63% | 0.53% | $6.58亿 | 86.2万股 | $4.99亿 | 127.9万股 | -41.7万股-32.62% | 减仓 |
 万事达MA |
| 0.61% | 0.81% | $6.39亿 | 124.4万股 | $7.71亿 | 154.3万股 | -29.9万股-19.37% | 减仓 |
 VertivVRT |
| 0.6% | 0.12% | $6.28亿 | 187.8万股 | $1.18亿 | 47.1万股 | +140.7万股+298.83% | 加仓 |
| N新纪元能源NEE |
| 0.6% | 0.95% | $6.25亿 | 712.6万股 | $8.96亿 | 964.9万股 | -252.3万股-26.15% | 减仓 |
 AGILENT TECHNOLOGIES COMA |
| 0.57% | 0.42% | $5.97亿 | 449.4万股 | $3.99亿 | 349.7万股 | +99.7万股+28.51% | 加仓 |
| DDYNATRACEDT |
| 0.53% | 0.62% | $5.60亿 | 1,276.2万股 | $5.85亿 | 1,580.9万股 | -304.7万股-19.27% | 减仓 |
 阿斯利康AZN |
| 0.53% | 0.71% | $5.50亿 | 293.8万股 | $6.75亿 | 348.2万股 | -54.4万股-15.63% | 减仓 |
 直觉外科ISRG |
| 0.52% | 0.59% | $5.48亿 | 137.7万股 | $5.64亿 | 122.3万股 | +15.4万股+12.62% | 加仓 |
| T赛默飞世尔TMO |
| 0.51% | 1.07% | $5.38亿 | 107.4万股 | $10.13亿 | 206.1万股 | -98.8万股-47.91% | 减仓 |
 欧特克ADSK |
| 0.51% | 0.53% | $5.34亿 | 274.7万股 | $5.04亿 | 210.3万股 | +64.3万股+30.58% | 加仓 |
 林德LIN |
| 0.51% | 0.56% | $5.30亿 | 102.1万股 | $5.33亿 | 107.6万股 | -5.5万股-5.13% | 减仓 |
 REPUBLIC SVCSRSG |
| 0.5% | 0.72% | $5.26亿 | 246.9万股 | $6.79亿 | 309.8万股 | -62.9万股-20.31% | 减仓 |
 迈威尔MRVL |
| 0.5% | 0.43% | $5.19亿 | 174.2万股 | $4.07亿 | 410.7万股 | -236.4万股-57.57% | 减仓 |
 FERGUSON ENTERPRISESFERG |
| 0.48% | 0.71% | $5.02亿 | 211.7万股 | $6.69亿 | 286.8万股 | -75.1万股-26.19% | 减仓 |
 摩根大通JPM |
| 0.46% | 0.43% | $4.87亿 | 148.7万股 | $4.11亿 | 139.6万股 | +9.0万股+6.47% | 加仓 |
 赛莱默XYL |
| 0.46% | 0.55% | $4.78亿 | 404.0万股 | $5.18亿 | 433.5万股 | -29.5万股-6.81% | 减仓 |
| TTERADYNETER |
| 0.45% | 0.25% | $4.73亿 | 97.8万股 | $2.37亿 | 80.1万股 | +17.7万股+22.13% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.45% | 0.37% | $4.73亿 | 126.0万股 | $3.47亿 | 124.7万股 | +1.2万股+0.99% | 加仓 |
 强生JNJ |
| 0.45% | 0.38% | $4.71亿 | 185.3万股 | $3.57亿 | 146.1万股 | +39.3万股+26.89% | 加仓 |
 TwilioTWLO |
| 0.44% | 0.31% | $4.64亿 | 224.8万股 | $2.93亿 | 233.1万股 | -8.4万股-3.60% | 减仓 |
 派克汉尼汾PH |
| 0.44% | 0.58% | $4.63亿 | 47.4万股 | $5.47亿 | 61.1万股 | -13.7万股-22.43% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.43% | 0.4% | $4.51亿 | 113.6万股 | $3.82亿 | 120.2万股 | -6.6万股-5.48% | 减仓 |
 CloudflareNET |
| 0.42% | 0.3% | $4.41亿 | 179.8万股 | $2.85亿 | 138.2万股 | +41.6万股+30.11% | 加仓 |
