 博通AVGO |
| 4.87% | 4.82% | $1,058.7万 | 2.8万股 | $877.2万 | 2.8万股 | -317股-1.12% | 减仓 |
 苹果AAPL |
| 4.49% | 4.79% | $975.9万 | 3.4万股 | $870.9万 | 3.4万股 | -590股-1.72% | 减仓 |
 英伟达NVDA |
| 4.2% | 4.41% | $912.6万 | 4.6万股 | $802.3万 | 4.6万股 | -396股-0.86% | 减仓 |
 谷歌AGOOGL |
| 4% | 4.15% | $870.6万 | 2.4万股 | $754.6万 | 2.6万股 | -1,882股-7.17% | 减仓 |
 微软MSFT |
| 3.03% | 3.18% | $659.4万 | 1.8万股 | $579.4万 | 1.6万股 | +2,025股+12.94% | 加仓 |
 康宁GLW |
| 2.64% | 2.35% | $573.0万 | 2.2万股 | $427.5万 | 3.1万股 | -9,008股-28.65% | 减仓 |
 礼来LLY |
| 2.53% | 2.58% | $550.9万 | 4,593股 | $469.9万 | 5,109股 | -516股-10.10% | 减仓 |
 迈威尔MRVL |
| 2.41% | 0.97% | $524.9万 | 1.8万股 | $175.6万 | 1.8万股 | -110股-0.62% | 减仓 |
 Meta平台META |
| 2.22% | 2.12% | $483.6万 | 8,585股 | $386.4万 | 6,754股 | +1,831股+27.11% | 加仓 |
 帕兰提尔PLTR |
| 2.21% | 2.66% | $481.0万 | 4.1万股 | $484.9万 | 3.3万股 | +8,079股+24.37% | 加仓 |
 亚马逊AMZN |
| 2.08% | 2.24% | $452.3万 | 1.9万股 | $407.0万 | 2.0万股 | -567股-2.90% | 减仓 |
 AMD超威AMD |
| 2.01% | 1.63% | $436.4万 | 7,513股 | $296.9万 | 1.5万股 | -7,080股-48.52% | 减仓 |
 台积电TSM |
| 2.01% | 2.01% | $436.3万 | 9,136股 | $366.0万 | 1.1万股 | -1,694股-15.64% | 减仓 |
 思科CSCO |
| 1.93% | 1.89% | $419.4万 | 3.6万股 | $344.7万 | 4.4万股 | -8,714股-19.62% | 减仓 |
 NETFLIXNFLX |
| 1.9% | 2.16% | $413.7万 | 5.8万股 | $393.5万 | 4.1万股 | +1.7万股+41.60% | 加仓 |
 美光科技MU |
| 1.89% | 0.6% | $412.0万 | 3,569股 | $109.0万 | 3,227股 | +342股+10.60% | 加仓 |
 安费诺APH |
| 1.86% | 1.66% | $404.6万 | 2.3万股 | $301.9万 | 2.4万股 | -946股-3.96% | 减仓 |
 科磊KLAC |
| 1.85% | 0.01% | $403.1万 | 1.3万股 | $2.1万 | 14股 | +1.3万股+95,335.71% | 加仓 |
 卡特彼勒CAT |
| 1.83% | 1.66% | $398.5万 | 3,742股 | $302.0万 | 4,263股 | -521股-12.22% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.83% | 1.52% | $397.7万 | 9,217股 | $277.0万 | 1.7万股 | -7,661股-45.39% | 减仓 |
 摩根大通JPM |
| 1.73% | 1.93% | $376.9万 | 1.2万股 | $351.4万 | 1.2万股 | -430股-3.60% | 减仓 |
 家得宝HD |
| 1.72% | 1.76% | $374.6万 | 1.1万股 | $320.9万 | 9,757股 | +864股+8.86% | 加仓 |
 好市多COST |
| 1.58% | 2.1% | $343.3万 | 3,670股 | $383.0万 | 3,843股 | -173股-4.50% | 减仓 |
 沃尔玛WMT |
| 1.53% | 2.1% | $332.7万 | 2.9万股 | $381.3万 | 3.1万股 | -1,309股-4.27% | 减仓 |
| TTOLL BROTHERSTOL |
| 1.45% | 1.38% | $315.7万 | 1.9万股 | $251.0万 | 1.8万股 | +768股+4.18% | 加仓 |
 史赛克SYK |
| 1.41% | 1.75% | $306.6万 | 9,737股 | $319.2万 | 9,715股 | +22股+0.23% | 加仓 |
 嘉信理财SCHW |
| 1.31% | 1.53% | $284.6万 | 3.1万股 | $279.1万 | 3.0万股 | +1,143股+3.85% | 加仓 |
 EMCOREME |
| 1.3% | 1.46% | $282.8万 | 3,408股 | $265.7万 | 3,599股 | -191股-5.31% | 减仓 |
 TJXTJX |
| 1.24% | 1.38% | $268.6万 | 1.8万股 | $250.5万 | 1.6万股 | +2,042股+13.02% | 加仓 |
 Citizens金融CFG |
| 1.23% | 1.2% | $267.8万 | 3.8万股 | $218.7万 | 3.6万股 | +1,755股+4.81% | 加仓 |
 QUANTA SVCSPWR |
| 1.23% | 1.28% | $267.4万 | 3,713股 | $232.3万 | 4,231股 | -518股-12.24% | 减仓 |
| EEVERCOREEVR |
| 1.18% | 1.28% | $257.6万 | 7,544股 | $233.2万 | 7,812股 | -268股-3.43% | 减仓 |
 福泰制药VRTX |
| 1.07% | 1.25% | $231.9万 | 4,669股 | $227.2万 | 5,089股 | -420股-8.25% | 减仓 |
 卡梅科CCJ |
| 1.01% | 1.37% | $218.6万 | 2.1万股 | $250.1万 | 2.3万股 | -1,571股-6.82% | 减仓 |
 BANK NOVA SCOTIA B CBNS |
| 0.97% | 0.43% | $211.1万 | 2.4万股 | $78.1万 | 1.1万股 | +1.3万股+115.61% | 加仓 |
 罗克韦尔自动化ROK |
| 0.96% | 0.79% | $208.8万 | 4,218股 | $144.6万 | 4,030股 | +188股+4.67% | 加仓 |
 星座能源CEG |
| 0.96% | 1.19% | $207.8万 | 8,366股 | $216.5万 | 7,752股 | +614股+7.92% | 加仓 |
 美国运通AXP |
| 0.93% | 0.95% | $201.4万 | 5,953股 | $173.1万 | 5,723股 | +230股+4.02% | 加仓 |
 OMEGA HEALTHCARE INVSOHI |
| 0.92% | 1.06% | $200.8万 | 4.2万股 | $192.2万 | 4.4万股 | -1,757股-4.01% | 减仓 |
 GE VernovaGEV |
| 0.9% | 0.95% | $194.9万 | 1,659股 | $172.8万 | 1,980股 | -321股-16.21% | 减仓 |
 CARLYLE SECD LENDING INCCGBD |
| 0.88% | 1.21% | $192.0万 | 18.2万股 | $219.3万 | 20.0万股 | -1.8万股-9.03% | 减仓 |
 默沙东MRK |
| 0.87% | 0.97% | $190.1万 | 1.5万股 | $176.4万 | 1.5万股 | +132股+0.90% | 加仓 |
 切尼尔能源LNG |
| 0.84% | 1.19% | $182.7万 | 7,644股 | $216.4万 | 7,627股 | +17股+0.22% | 加仓 |
 雷神技术RTX |
| 0.82% | 0.93% | $177.8万 | 9,370股 | $169.3万 | 8,777股 | +593股+6.76% | 加仓 |
 BUNGE GLOBALBG |
| 0.77% | 0.5% | $167.9万 | 1.6万股 | $91.5万 | 7,197股 | +8,536股+118.60% | 加仓 |
 渤健BIIB |
| 0.73% | — | $159.5万 | 7,381股 | $0 | 0股 | +7,381股 | 新买入 |
 NORTHWESTERN ENERGY INNWE |
| 0.68% | 0.7% | $148.1万 | 2.1万股 | $126.7万 | 1.9万股 | +1,458股+7.59% | 加仓 |
 BAIN CAP SPECIALTY FIN INC COM STKBCSF |
| 0.66% | 0.87% | $143.9万 | 11.5万股 | $158.0万 | 12.7万股 | -1.3万股-9.83% | 减仓 |
 VisaV |
| 0.64% | 0.67% | $138.4万 | 4,035股 | $122.8万 | 4,063股 | -28股-0.69% | 减仓 |
 艾伯维ABBV |
| 0.63% | 0.7% | $136.1万 | 5,407股 | $127.7万 | 5,870股 | -463股-7.89% | 减仓 |
