 英伟达NVDA |
| 8.1% | 8.15% | $3.48亿 | 173.9万股 | $3.08亿 | 176.8万股 | -2.9万股-1.65% | 减仓 |
 微软MSFT |
| 6.39% | 7.18% | $2.75亿 | 73.6万股 | $2.72亿 | 73.4万股 | +1,759股+0.24% | 加仓 |
 谷歌AGOOGL |
| 6.12% | 5.75% | $2.63亿 | 73.6万股 | $2.18亿 | 75.7万股 | -2.1万股-2.74% | 减仓 |
 苹果AAPL |
| 5.73% | 5.7% | $2.46亿 | 85.0万股 | $2.16亿 | 85.0万股 | +189股+0.02% | 加仓 |
 亚马逊AMZN |
| 4.53% | 4.69% | $1.95亿 | 81.6万股 | $1.77亿 | 85.2万股 | -3.6万股-4.18% | 减仓 |
 博通AVGO |
| 4.42% | 4.2% | $1.90亿 | 50.3万股 | $1.59亿 | 51.4万股 | -1.1万股-2.16% | 减仓 |
 摩根大通JPM |
| 2.41% | 2.13% | $1.03亿 | 31.6万股 | $8,075.1万 | 27.5万股 | +4.2万股+15.13% | 加仓 |
 VisaV |
| 2.34% | 1.94% | $1.00亿 | 29.3万股 | $7,352.9万 | 24.3万股 | +5.0万股+20.37% | 加仓 |
 礼来LLY |
| 1.82% | 0.67% | $7,828.7万 | 6.5万股 | $2,529.1万 | 2.7万股 | +3.8万股+137.37% | 加仓 |
 台积电TSM |
| 1.69% | 1.19% | $7,253.9万 | 15.2万股 | $4,495.3万 | 13.3万股 | +1.9万股+14.19% | 加仓 |
| IIBMIBM |
| 1.44% | 1.49% | $6,200.0万 | 22.0万股 | $5,655.2万 | 23.3万股 | -1.3万股-5.50% | 减仓 |
 Meta平台META |
| 1.28% | 1.74% | $5,487.6万 | 9.7万股 | $6,584.0万 | 11.5万股 | -1.8万股-15.34% | 减仓 |
 PALO ALTOPANW |
| 1.24% | 1.01% | $5,328.9万 | 15.6万股 | $3,819.1万 | 23.8万股 | -8.2万股-34.40% | 减仓 |
 高露洁CL |
| 1.2% | 1.11% | $5,173.6万 | 56.4万股 | $4,191.1万 | 49.2万股 | +7.3万股+14.76% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.19% | 1.11% | $5,118.5万 | 14.5万股 | $4,186.6万 | 14.6万股 | -1,080股-0.74% | 减仓 |
 固安捷GWW |
| 1.11% | 1% | $4,785.9万 | 3.5万股 | $3,793.9万 | 3.5万股 | +399股+1.15% | 加仓 |
 万事达MA |
| 1.09% | 1.28% | $4,699.4万 | 9.2万股 | $4,855.1万 | 9.7万股 | -5,669股-5.83% | 减仓 |
 美光科技MU |
| 1.07% | 0.34% | $4,596.8万 | 4.0万股 | $1,297.4万 | 3.8万股 | +1,420股+3.70% | 加仓 |
 ServiceNowNOW |
| 0.99% | 0.73% | $4,247.6万 | 42.8万股 | $2,761.2万 | 26.4万股 | +16.4万股+61.99% | 加仓 |
| PPROLOGIS COMPLD |
| 0.96% | 1.08% | $4,143.2万 | 30.6万股 | $4,084.2万 | 30.9万股 | -3,154股-1.02% | 减仓 |
 史赛克SYK |
| 0.96% | 0.1% | $4,139.2万 | 13.1万股 | $389.9万 | 1.2万股 | +12.0万股+1,007.96% | 加仓 |
 贝莱德·INC COMBLK |
| 0.95% | 0.92% | $4,097.4万 | 4.3万股 | $3,486.3万 | 3.6万股 | +6,361股+17.55% | 加仓 |
 第一资本COF |
| 0.92% | 0.11% | $3,967.8万 | 19.8万股 | $403.1万 | 2.2万股 | +17.6万股+795.01% | 加仓 |
 PROGRESSIVEPGR |
| 0.92% | 1.01% | $3,953.6万 | 18.1万股 | $3,837.8万 | 19.4万股 | -1.3万股-6.51% | 减仓 |
 飞塔FTNT |
| 0.91% | 0.62% | $3,926.8万 | 25.6万股 | $2,329.5万 | 28.5万股 | -2.9万股-10.33% | 减仓 |
| T赛默飞世尔TMO |
| 0.91% | 1% | $3,904.8万 | 7.8万股 | $3,788.3万 | 7.7万股 | +814股+1.06% | 加仓 |
 ICICI BANK LIMITEDIBN |
| 0.91% | 0.86% | $3,900.9万 | 134.4万股 | $3,253.4万 | 125.6万股 | +8.8万股+6.97% | 加仓 |
 FIRST SOLAR COMFSLR |
| 0.83% | 0.72% | $3,586.0万 | 15.2万股 | $2,705.9万 | 13.7万股 | +1.5万股+10.79% | 加仓 |
 AMD超威AMD |
| 0.78% | 0.33% | $3,341.6万 | 5.8万股 | $1,238.0万 | 6.1万股 | -3,330股-5.47% | 减仓 |
 多佛DOV |
| 0.77% | 0.02% | $3,295.8万 | 14.7万股 | $93.5万 | 4,484股 | +14.2万股+3,177.19% | 加仓 |
 MERCADOLIBRE COMMELI |
| 0.76% | 0.8% | $3,249.7万 | 1.9万股 | $3,042.4万 | 1.8万股 | +1,549股+8.80% | 加仓 |
 ALBERTSONS COMPANIES INCACI |
| 0.73% | 0.92% | $3,140.7万 | 232.1万股 | $3,469.4万 | 203.6万股 | +28.5万股+14.01% | 加仓 |
 PRICESMARTPSMT |
| 0.71% | 0.52% | $3,065.5万 | 15.7万股 | $1,986.4万 | 13.2万股 | +2.5万股+18.89% | 加仓 |
| CCOMFORT SYS USAFIX |
| 0.71% | 0.65% | $3,061.7万 | 1.5万股 | $2,457.2万 | 1.8万股 | -2,371股-13.31% | 减仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 0.71% | 0.74% | $3,031.2万 | 33.2万股 | $2,782.2万 | 43.1万股 | -9.8万股-22.82% | 减仓 |
 Watts水技术WTS |
| 0.7% | 0.5% | $2,991.7万 | 7.6万股 | $1,873.8万 | 6.5万股 | +1.2万股+18.40% | 加仓 |
 赛富时CRM |
| 0.69% | 0.86% | $2,963.1万 | 18.9万股 | $3,259.4万 | 17.5万股 | +1.5万股+8.33% | 加仓 |
 GeneracGNRC |
| 0.69% | 0.53% | $2,955.5万 | 10.1万股 | $1,997.2万 | 10.2万股 | -1,309股-1.28% | 减仓 |
 星座能源CEG |
| 0.67% | 0.84% | $2,869.2万 | 11.6万股 | $3,184.2万 | 11.4万股 | +1,496股+1.31% | 加仓 |
| RRADNETRDNT |
| 0.65% | 0.05% | $2,793.4万 | 45.3万股 | $203.5万 | 3.6万股 | +41.7万股+1,144.31% | 加仓 |
 优步UBER |
| 0.64% | 0.67% | $2,767.5万 | 38.4万股 | $2,521.5万 | 35.1万股 | +3.3万股+9.41% | 加仓 |
 VeevaVEEV |
| 0.64% | 0.7% | $2,730.5万 | 15.4万股 | $2,638.8万 | 15.0万股 | +3,631股+2.42% | 加仓 |
 应用材料AMAT |
| 0.61% | 0.32% | $2,636.9万 | 3.6万股 | $1,211.7万 | 3.5万股 | +1,020股+2.88% | 加仓 |
 CYTOKINETICSCYTK |
| 0.6% | 0.52% | $2,595.0万 | 30.5万股 | $1,982.3万 | 30.1万股 | +3,849股+1.28% | 加仓 |
 欧特克ADSK |
| 0.58% | 0.81% | $2,488.9万 | 12.8万股 | $3,064.8万 | 12.8万股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 0.58% | 0.32% | $2,485.2万 | 5.7万股 | $1,194.8万 | 5.6万股 | +1,430股+2.56% | 加仓 |
| RROLLINS COMROL |
| 0.53% | 0.88% | $2,298.5万 | 55.1万股 | $3,330.4万 | 62.4万股 | -7.3万股-11.69% | 减仓 |
 英特尔INTC |
| 0.5% | 0.23% | $2,164.3万 | 15.5万股 | $883.7万 | 20.0万股 | -4.5万股-22.59% | 减仓 |
 LumentumLITE |
| 0.5% | 0.04% | $2,150.4万 | 2.5万股 | $168.7万 | 2,400股 | +2.3万股+944.21% | 加仓 |
 OKTA CLASS AOKTA |
| 0.46% | 0.01% | $1,994.3万 | 14.6万股 | $46.1万 | 5,856股 | +14.0万股+2,395.83% | 加仓 |
