 英伟达NVDA |
| 7.89% | 8.29% | $5,808.9万 | 29.0万股 | $5,566.8万 | 31.9万股 | -2.9万股-9.05% | 减仓 |
 苹果AAPL |
| 6.82% | 5.33% | $5,022.3万 | 17.4万股 | $3,579.9万 | 14.1万股 | +3.3万股+23.05% | 加仓 |
 微软MSFT |
| 4.99% | 5.8% | $3,677.6万 | 9.9万股 | $3,894.9万 | 10.5万股 | -6,629股-6.30% | 减仓 |
 谷歌AGOOGL |
| 4.8% | 3.68% | $3,532.1万 | 9.9万股 | $2,469.0万 | 8.6万股 | +1.3万股+15.12% | 加仓 |
 博通AVGO |
| 3.16% | 2.68% | $2,326.9万 | 6.2万股 | $1,797.6万 | 5.8万股 | +3,519股+6.06% | 加仓 |
 亚马逊AMZN |
| 3.08% | 2.94% | $2,264.8万 | 9.5万股 | $1,972.1万 | 9.5万股 | +338股+0.36% | 加仓 |
 Meta平台META |
| 2.9% | 1.7% | $2,132.4万 | 3.8万股 | $1,144.3万 | 2.0万股 | +1.8万股+89.28% | 加仓 |
 礼来LLY |
| 2.58% | 2.81% | $1,899.2万 | 1.6万股 | $1,889.0万 | 2.1万股 | -4,704股-22.90% | 减仓 |
 WELLS FARGO NEWWFC |
| 2.24% | 2.27% | $1,652.8万 | 20.0万股 | $1,521.6万 | 19.1万股 | +8,873股+4.64% | 加仓 |
| BBANK OF AMERBAC |
| 2.03% | 1.7% | $1,498.4万 | 26.3万股 | $1,139.5万 | 23.4万股 | +2.9万股+12.50% | 加仓 |
 PALO ALTOPANW |
| 1.85% | 0.02% | $1,363.9万 | 4.0万股 | $12.5万 | 778股 | +3.9万股+5,040.75% | 加仓 |
 第一资本COF |
| 1.82% | 1.09% | $1,341.7万 | 6.7万股 | $729.7万 | 4.0万股 | +2.7万股+67.20% | 加仓 |
 NETFLIXNFLX |
| 1.61% | 2.26% | $1,186.4万 | 16.6万股 | $1,517.4万 | 15.8万股 | +8,343股+5.29% | 加仓 |
 美光科技MU |
| 1.55% | 1.11% | $1,137.9万 | 9,858股 | $743.2万 | 2.2万股 | -1.2万股-55.19% | 减仓 |
 艾默生电气EMR |
| 1.36% | 1.37% | $1,002.1万 | 7.0万股 | $917.1万 | 7.0万股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 1.36% | 1.54% | $999.9万 | 2.0万股 | $1,032.2万 | 2.1万股 | -1,057股-5.03% | 减仓 |
 可口可乐KO |
| 1.23% | 1.02% | $905.0万 | 11.1万股 | $684.5万 | 9.0万股 | +2.1万股+23.73% | 加仓 |
 摩根大通JPM |
| 1.19% | 1.08% | $878.3万 | 2.7万股 | $724.6万 | 2.5万股 | +2,199股+8.93% | 加仓 |
 PPG工业PPG |
| 1.18% | 0.96% | $865.3万 | 7.1万股 | $641.3万 | 6.0万股 | +1.1万股+18.91% | 加仓 |
 DANAHER DEL COMDHR |
| 1.16% | 1.76% | $851.0万 | 4.5万股 | $1,178.2万 | 6.2万股 | -1.7万股-28.10% | 减仓 |
| PPROLOGIS COMPLD |
| 1.15% | 2.16% | $848.7万 | 6.3万股 | $1,448.6万 | 11.0万股 | -4.7万股-42.84% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.14% | 1.41% | $842.1万 | 2.4万股 | $945.7万 | 3.3万股 | -9,136股-27.71% | 减仓 |
 好事达ALL |
| 1.08% | 0.99% | $798.5万 | 3.4万股 | $663.5万 | 3.2万股 | +1,557股+4.87% | 加仓 |
 罗克韦尔自动化ROK |
| 1.06% | 0.8% | $783.6万 | 1.6万股 | $536.7万 | 1.5万股 | +872股+5.83% | 加仓 |
 特斯拉TSLA |
| 1.02% | 1.9% | $753.1万 | 1.8万股 | $1,273.0万 | 3.4万股 | -1.6万股-47.71% | 减仓 |
 ROSS STORES COMROST |
| 0.98% | 0.97% | $724.4万 | 3.4万股 | $651.7万 | 3.0万股 | +3,947股+13.12% | 加仓 |
 派克汉尼汾PH |
| 0.98% | 0.8% | $722.0万 | 7,381股 | $537.1万 | 6,000股 | +1,381股+23.02% | 加仓 |
 ILLUMINAILMN |
| 0.96% | 0.73% | $703.3万 | 4.0万股 | $493.0万 | 4.0万股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.93% | 0.74% | $682.5万 | 7,296股 | $498.2万 | 5,000股 | +2,296股+45.92% | 加仓 |
 应用材料AMAT |
| 0.86% | 1.02% | $635.7万 | 8,793股 | $683.6万 | 2.0万股 | -1.1万股-56.04% | 减仓 |
 麦当劳MCD |
| 0.85% | 1.35% | $625.3万 | 2.3万股 | $906.2万 | 2.9万股 | -6,025股-20.66% | 减仓 |
 赛富时CRM |
| 0.84% | 1.48% | $615.7万 | 3.9万股 | $991.8万 | 5.3万股 | -1.4万股-26.03% | 减仓 |
 ZOETIS CL AZTS |
| 0.8% | 0.19% | $590.3万 | 8.2万股 | $130.6万 | 1.1万股 | +7.1万股+643.25% | 加仓 |
 强生JNJ |
| 0.79% | 0.34% | $581.2万 | 2.3万股 | $228.5万 | 9,346股 | +1.4万股+144.85% | 加仓 |
 HEICOHEI |
| 0.75% | 0.41% | $555.4万 | 1.6万股 | $274.2万 | 1.0万股 | +5,594股+55.94% | 加仓 |
 财捷INTU |
| 0.75% | 0.88% | $555.3万 | 2.1万股 | $591.3万 | 1.4万股 | +7,600股+55.58% | 加仓 |
 VisaV |
| 0.75% | 1.15% | $552.4万 | 1.6万股 | $774.3万 | 2.6万股 | -9,518股-37.15% | 减仓 |
 新思科技SNPS |
| 0.72% | 0.76% | $531.6万 | 1.2万股 | $507.5万 | 1.3万股 | -883股-6.90% | 减仓 |
| N新纪元能源NEE |
| 0.71% | 1.2% | $525.0万 | 6.0万股 | $808.1万 | 8.7万股 | -2.7万股-31.24% | 减仓 |
 艺康ECL |
| 0.69% | 0.73% | $510.0万 | 1.8万股 | $487.0万 | 1.8万股 | 00.00% | 持仓不变 |
 ADOBE COMADBE |
| 0.68% | 0.84% | $499.4万 | 2.4万股 | $564.9万 | 2.3万股 | +1,119股+4.82% | 加仓 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 0.66% | 0.77% | $483.7万 | 1.1万股 | $517.5万 | 9,900股 | +826股+8.34% | 加仓 |
 MERCADOLIBRE COMMELI |
| 0.64% | 0.1% | $473.7万 | 2,791股 | $64.0万 | 370股 | +2,421股+654.32% | 加仓 |
 耐克NKE |
| 0.61% | 0.16% | $450.3万 | 11.0万股 | $105.6万 | 2.0万股 | +9.0万股+448.45% | 加仓 |
 TRIMBLE COMTRMB |
| 0.6% | 0.85% | $444.1万 | 8.7万股 | $570.4万 | 8.7万股 | -679股-0.78% | 减仓 |
 SYSCO COMSYY |
| 0.57% | 0.32% | $417.9万 | 5.0万股 | $214.0万 | 3.0万股 | +2.0万股+66.67% | 加仓 |
| BBECTON DICKINSON & COMBDX |
| 0.56% | 0.82% | $415.5万 | 2.7万股 | $550.3万 | 3.5万股 | -7,542股-21.55% | 减仓 |
 ChipotleCMG |
| 0.55% | 0.61% | $408.0万 | 12.0万股 | $408.9万 | 12.8万股 | -7,726股-6.05% | 减仓 |
 默沙东MRK |
| 0.53% | 0.54% | $391.0万 | 3.0万股 | $360.6万 | 3.0万股 | +450股+1.50% | 加仓 |
 AMD超威AMD |
| 0.5% | 0.78% | $370.7万 | 6,382股 | $523.7万 | 2.6万股 | -1.9万股-75.21% | 减仓 |
