 英伟达NVDA |
| 6.44% | 6.99% | $5.49亿 | 281.6万股 | $4.87亿 | 294.8万股 | -13.2万股-4.48% | 减仓 |
 谷歌AGOOGL |
| 5.24% | 4.92% | $4.47亿 | 126.4万股 | $3.43亿 | 125.1万股 | +1.3万股+1.04% | 加仓 |
 苹果AAPL |
| 4.71% | 4.83% | $4.02亿 | 142.6万股 | $3.37亿 | 136.6万股 | +6.0万股+4.41% | 加仓 |
 微软MSFT |
| 3.23% | 3.64% | $2.76亿 | 74.8万股 | $2.54亿 | 70.6万股 | +4.2万股+5.93% | 加仓 |
 博通AVGO |
| 3.19% | 3.18% | $2.72亿 | 73.1万股 | $2.22亿 | 75.6万股 | -2.5万股-3.34% | 减仓 |
 亚马逊AMZN |
| 3.15% | 3.08% | $2.69亿 | 112.1万股 | $2.15亿 | 106.4万股 | +5.7万股+5.39% | 加仓 |
 应用材料AMAT |
| 2.77% | 1.78% | $2.37亿 | 34.0万股 | $1.24亿 | 38.3万股 | -4.3万股-11.23% | 减仓 |
 礼来LLY |
| 1.87% | 1.73% | $1.60亿 | 13.0万股 | $1.21亿 | 13.6万股 | -6,567股-4.82% | 减仓 |
 泛林集团LRCX |
| 1.8% | 1.43% | $1.54亿 | 37.4万股 | $9,935.4万 | 49.7万股 | -12.2万股-24.64% | 减仓 |
 AMD超威AMD |
| 1.76% | 1.01% | $1.50亿 | 27.9万股 | $7,043.5万 | 35.9万股 | -8.1万股-22.47% | 减仓 |
 台积电TSM |
| 1.5% | 1.4% | $1.28亿 | 28.0万股 | $9,772.3万 | 30.9万股 | -2.8万股-9.16% | 减仓 |
 美光科技MU |
| 1.43% | 0.64% | $1.22亿 | 10.7万股 | $4,470.4万 | 13.9万股 | -3.2万股-23.23% | 减仓 |
 思科CSCO |
| 1.31% | 1.16% | $1.11亿 | 94.7万股 | $8,082.3万 | 104.9万股 | -10.2万股-9.73% | 减仓 |
 摩根大通JPM |
| 1.27% | 1.34% | $1.08亿 | 32.8万股 | $9,346.5万 | 32.9万股 | -1,270股-0.39% | 减仓 |
 艾伯维ABBV |
| 1.13% | 1.13% | $9,662.2万 | 38.0万股 | $7,888.3万 | 37.0万股 | +9,801股+2.65% | 加仓 |
 科磊KLAC |
| 1.06% | 0.89% | $9,063.8万 | 32.6万股 | $6,183.0万 | 4.5万股 | +28.1万股+627.99% | 加仓 |
 Arista网络ANET |
| 1.01% | 0.9% | $8,655.7万 | 52.4万股 | $6,307.1万 | 53.7万股 | -1.3万股-2.47% | 减仓 |
 QUANTA SVCSPWR |
| 1.01% | 1.05% | $8,652.3万 | 12.1万股 | $7,312.8万 | 13.7万股 | -1.6万股-11.60% | 减仓 |
 VisaV |
| 1.01% | 1.1% | $8,644.7万 | 25.3万股 | $7,649.9万 | 25.5万股 | -2,206股-0.86% | 减仓 |
 PALO ALTOPANW |
| 0.88% | 0.49% | $7,500.3万 | 22.6万股 | $3,417.6万 | 22.1万股 | +4,495股+2.03% | 加仓 |
 优步UBER |
| 0.85% | 0.72% | $7,215.3万 | 96.6万股 | $4,999.9万 | 71.5万股 | +25.1万股+35.14% | 加仓 |
| T赛默飞世尔TMO |
| 0.82% | 0.95% | $7,015.4万 | 13.9万股 | $6,597.4万 | 13.7万股 | +1,871股+1.37% | 加仓 |
 联合健康UNH |
| 0.81% | 0.37% | $6,896.5万 | 16.4万股 | $2,594.3万 | 9.9万股 | +6.5万股+66.21% | 加仓 |
 英特尔INTC |
| 0.8% | 0.34% | $6,822.2万 | 51.8万股 | $2,350.1万 | 56.8万股 | -5.0万股-8.81% | 减仓 |
 万事达MA |
| 0.8% | 0.92% | $6,813.5万 | 13.4万股 | $6,438.3万 | 13.0万股 | +3,363股+2.58% | 加仓 |
| IIBMIBM |
| 0.79% | 0.73% | $6,720.3万 | 24.2万股 | $5,082.4万 | 21.4万股 | +2.8万股+12.85% | 加仓 |
 摩根士丹利MS |
| 0.78% | 0.54% | $6,628.8万 | 31.3万股 | $3,758.2万 | 23.7万股 | +7.6万股+31.94% | 加仓 |
 宝洁PG |
| 0.76% | 0.94% | $6,439.7万 | 43.4万股 | $6,522.2万 | 45.1万股 | -1.7万股-3.75% | 减仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.75% | 0.72% | $6,387.0万 | 13.8万股 | $5,020.5万 | 10.5万股 | +3.3万股+31.41% | 加仓 |
 家得宝HD |
| 0.73% | 0.88% | $6,236.4万 | 17.8万股 | $6,138.3万 | 19.0万股 | -1.2万股-6.31% | 减仓 |
 摩托罗拉解决方案MSI |
| 0.73% | 0.94% | $6,235.5万 | 15.1万股 | $6,569.0万 | 15.4万股 | -2,792股-1.81% | 减仓 |
| BBANK OF AMERBAC |
| 0.73% | 0.71% | $6,215.1万 | 107.4万股 | $4,967.4万 | 105.2万股 | +2.2万股+2.10% | 加仓 |
 林德LIN |
| 0.73% | 0.9% | $6,187.3万 | 12.1万股 | $6,303.7万 | 12.6万股 | -5,202股-4.12% | 减仓 |
 美国运通AXP |
| 0.68% | 0.73% | $5,798.0万 | 17.0万股 | $5,105.9万 | 17.2万股 | -1,546股-0.90% | 减仓 |
 康宁GLW |
| 0.67% | 0.14% | $5,683.8万 | 22.2万股 | $958.3万 | 7.5万股 | +14.8万股+198.20% | 加仓 |
 北方信托NTRS |
| 0.62% | 0.6% | $5,273.1万 | 30.1万股 | $4,182.7万 | 30.7万股 | -5,559股-1.81% | 减仓 |
 默沙东MRK |
| 0.6% | 0.7% | $5,146.2万 | 39.8万股 | $4,879.1万 | 41.3万股 | -1.5万股-3.72% | 减仓 |
 罗克韦尔自动化ROK |
| 0.59% | 0.57% | $5,018.1万 | 10.4万股 | $3,965.7万 | 11.4万股 | -9,751股-8.57% | 减仓 |
 艺康ECL |
| 0.59% | 0.68% | $4,997.3万 | 17.9万股 | $4,771.4万 | 18.2万股 | -2,403股-1.32% | 减仓 |
 BOOKING COMBKNG |
| 0.58% | 0.6% | $4,976.3万 | 27.3万股 | $4,196.2万 | 1.0万股 | +26.3万股+2,576.98% | 加仓 |
 纽蒙特NEM |
| 0.58% | 0.86% | $4,967.0万 | 52.6万股 | $5,970.0万 | 57.9万股 | -5.3万股-9.22% | 减仓 |
 福泰制药VRTX |
| 0.57% | 0.65% | $4,898.0万 | 9.8万股 | $4,533.7万 | 10.2万股 | -4,265股-4.17% | 减仓 |
 VertivVRT |
| 0.54% | 0.6% | $4,597.6万 | 15.0万股 | $4,156.0万 | 17.7万股 | -2.8万股-15.59% | 减仓 |
 赛莱默XYL |
| 0.53% | 0.55% | $4,541.1万 | 38.9万股 | $3,817.4万 | 32.9万股 | +6.0万股+18.40% | 加仓 |
 OWENS CORNING NEW COMOC |
| 0.52% | 0.42% | $4,397.6万 | 28.2万股 | $2,921.8万 | 28.0万股 | +1,725股+0.62% | 加仓 |
| AACM RESHACMR |
| 0.5% | 0.21% | $4,279.7万 | 36.0万股 | $1,441.3万 | 38.0万股 | -2.0万股-5.26% | 减仓 |
 特灵科技TT |
| 0.5% | 0.52% | $4,273.2万 | 8.9万股 | $3,648.7万 | 9.0万股 | -1,368股-1.51% | 减仓 |
 WASTE MGMT DELWM |
| 0.49% | 0.63% | $4,191.9万 | 18.8万股 | $4,363.2万 | 19.0万股 | -2,069股-1.09% | 减仓 |
 卡特彼勒CAT |
| 0.48% | 0.12% | $4,083.3万 | 4.0万股 | $808.5万 | 1.2万股 | +2.7万股+227.64% | 加仓 |
 直觉外科ISRG |
| 0.48% | 0.65% | $4,073.7万 | 10.0万股 | $4,529.0万 | 10.0万股 | +316股+0.32% | 加仓 |
