 科磊KLAC |
| 6.86% | 5.05% | $9,245.6万 | 30.6万股 | $6,194.3万 | 4.2万股 | +26.4万股+628.42% | 加仓 |
 苹果AAPL |
| 6.14% | 6.42% | $8,275.7万 | 28.6万股 | $7,872.1万 | 31.0万股 | -2.4万股-7.80% | 减仓 |
 博通AVGO |
| 4.96% | 4.95% | $6,685.5万 | 17.7万股 | $6,070.1万 | 19.6万股 | -1.9万股-9.76% | 减仓 |
 礼来LLY |
| 4.75% | 2.34% | $6,398.7万 | 5.3万股 | $2,863.2万 | 3.1万股 | +2.2万股+71.38% | 加仓 |
 安费诺APH |
| 4.06% | 3.85% | $5,474.6万 | 31.0万股 | $4,721.6万 | 37.4万股 | -6.3万股-16.91% | 减仓 |
 道富·CORP COMSTT |
| 3.75% | 3.44% | $5,053.6万 | 29.8万股 | $4,212.6万 | 33.3万股 | -3.5万股-10.48% | 减仓 |
 微软MSFT |
| 3.7% | 4.52% | $4,987.4万 | 13.4万股 | $5,544.2万 | 15.0万股 | -1.6万股-10.73% | 减仓 |
 伊顿ETN |
| 3.69% | 3.59% | $4,967.9万 | 11.7万股 | $4,405.7万 | 12.3万股 | -6,592股-5.35% | 减仓 |
 德州仪器TXN |
| 3.64% | 2.76% | $4,905.7万 | 16.5万股 | $3,383.7万 | 17.4万股 | -9,707股-5.57% | 减仓 |
 威廉姆斯WMB |
| 3.61% | 3.4% | $4,867.2万 | 65.5万股 | $4,169.9万 | 57.3万股 | +8.2万股+14.27% | 加仓 |
 ANALOG DEVICES COMADI |
| 3.47% | 3.27% | $4,670.9万 | 11.8万股 | $4,004.0万 | 12.6万股 | -8,252股-6.56% | 减仓 |
 联合健康UNH |
| 3.37% | — | $4,541.1万 | 10.9万股 | $0 | 0股 | +10.9万股 | 新买入 |
| WWEC ENERGY COMIDU |
| 3.25% | 3.55% | $4,380.7万 | 37.5万股 | $4,350.0万 | 37.6万股 | -594股-0.16% | 减仓 |
 雷神技术RTX |
| 2.97% | 3.49% | $3,997.1万 | 21.1万股 | $4,282.7万 | 22.2万股 | -1.1万股-5.11% | 减仓 |
 艾伯维ABBV |
| 2.89% | 2.93% | $3,898.1万 | 15.5万股 | $3,597.0万 | 16.5万股 | -1.0万股-6.34% | 减仓 |
 星巴克SBUX |
| 2.64% | 1.68% | $3,561.6万 | 34.9万股 | $2,054.7万 | 22.9万股 | +11.9万股+51.96% | 加仓 |
 艾默生电气EMR |
| 2.53% | 2.7% | $3,414.4万 | 23.9万股 | $3,306.7万 | 25.2万股 | -1.4万股-5.49% | 减仓 |
 摩托罗拉解决方案MSI |
| 2.49% | 2.89% | $3,351.1万 | 8.1万股 | $3,544.4万 | 8.2万股 | -980股-1.20% | 减仓 |
 LOWES COS COMLOW |
| 2.27% | 2.82% | $3,052.2万 | 13.8万股 | $3,458.6万 | 14.6万股 | -7,949股-5.43% | 减仓 |
 WELLS FARGO NEWWFC |
| 2.1% | 2.22% | $2,827.4万 | 34.2万股 | $2,725.5万 | 34.2万股 | -217股-0.06% | 减仓 |
 VisaV |
| 1.96% | 2.05% | $2,636.1万 | 7.7万股 | $2,506.8万 | 8.3万股 | -6,108股-7.36% | 减仓 |
| N纳斯达克NDAQ |
| 1.92% | 2.41% | $2,588.8万 | 32.8万股 | $2,954.9万 | 34.8万股 | -2.0万股-5.64% | 减仓 |
 百事可乐PEP |
| 1.87% | 2.43% | $2,515.0万 | 18.6万股 | $2,977.5万 | 19.2万股 | -5,993股-3.13% | 减仓 |
 雷诺士LII |
| 1.66% | 1.43% | $2,232.8万 | 3.9万股 | $1,755.5万 | 3.8万股 | +1,146股+3.03% | 加仓 |
 万事达MA |
| 1.65% | 1.94% | $2,223.3万 | 4.3万股 | $2,383.2万 | 4.8万股 | -4,408股-9.24% | 减仓 |
 穆迪MCO |
| 1.47% | 1.67% | $1,981.2万 | 4.4万股 | $2,052.9万 | 4.7万股 | -3,314股-7.04% | 减仓 |
 史赛克SYK |
| 1.39% | 1.69% | $1,878.2万 | 6.0万股 | $2,066.0万 | 6.3万股 | -3,218股-5.12% | 减仓 |
 Vulcan材料VMC |
| 1.37% | 1.47% | $1,844.1万 | 6.3万股 | $1,802.2万 | 6.6万股 | -3,676股-5.55% | 减仓 |
| MMODINE MFGMOD |
| 0.64% | 0.55% | $861.8万 | 3.2万股 | $675.5万 | 3.1万股 | +1,104股+3.54% | 加仓 |
 亚马逊AMZN |
| 0.61% | 0.59% | $826.8万 | 3.5万股 | $723.3万 | 3.5万股 | -39股-0.11% | 减仓 |
| OONTO INNOVATIONONTO |
| 0.55% | 0.39% | $744.2万 | 2.0万股 | $476.0万 | 2.3万股 | -3,546股-15.28% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.52% | 0.47% | $702.7万 | 2.0万股 | $570.5万 | 2.0万股 | 00.00% | 持仓不变 |
| MMASTECMTZ |
| 0.49% | 0.48% | $664.3万 | 1.6万股 | $584.2万 | 1.8万股 | -2,190股-12.06% | 减仓 |
| DDYCOM INDSDY |
| 0.49% | 0.4% | $658.2万 | 1.3万股 | $491.1万 | 1.4万股 | -1,476股-10.18% | 减仓 |
| DDIGITALOCEANDOCN |
| 0.48% | 0.31% | $650.1万 | 4.1万股 | $384.2万 | 4.5万股 | -3,395股-7.58% | 减仓 |
 柯蒂斯怀特CW |
| 0.46% | 0.43% | $619.5万 | 8,175股 | $531.8万 | 7,808股 | +367股+4.70% | 加仓 |
 谷歌AGOOGL |
| 0.43% | 0.46% | $581.2万 | 1.6万股 | $562.6万 | 2.0万股 | -3,303股-16.88% | 减仓 |
| RRAMBUS DELRMBS |
| 0.42% | 0.29% | $570.3万 | 4.3万股 | $353.3万 | 4.1万股 | +1,899股+4.62% | 加仓 |
 英伟达NVDA |
| 0.4% | 0.39% | $540.6万 | 2.7万股 | $472.9万 | 2.7万股 | -98股-0.36% | 减仓 |
| FFABRINETFN |
| 0.39% | 0.38% | $520.7万 | 9,264股 | $461.3万 | 8,846股 | +418股+4.73% | 加仓 |
 MEDPACEMEDP |
| 0.38% | 0.36% | $508.6万 | 9,604股 | $441.2万 | 9,188股 | +416股+4.53% | 加仓 |
 LANTHEUSLNTH |
| 0.3% | 0.22% | $408.4万 | 3.7万股 | $267.0万 | 3.5万股 | +1,607股+4.56% | 加仓 |
| AADVANCED ENERGY INDSAEIS |
| 0.28% | 0.25% | $375.6万 | 1.0万股 | $308.9万 | 9,573股 | +500股+5.22% | 加仓 |
| EEVERCOREEVR |
| 0.27% | 0.24% | $357.9万 | 1.0万股 | $299.3万 | 1.0万股 | +454股+4.53% | 加仓 |
| SSEMTECHSMTC |
| 0.26% | 0.13% | $356.6万 | 2.2万股 | $161.1万 | 2.1万股 | +1,074股+5.12% | 加仓 |
| AAPI COM STKAPG |
| 0.24% | 0.25% | $330.1万 | 7.8万股 | $302.1万 | 7.5万股 | +3,397股+4.56% | 加仓 |
| EENSIGNENSG |
| 0.24% | 0.31% | $319.8万 | 2.0万股 | $384.6万 | 1.9万股 | +867股+4.54% | 加仓 |
| PPLEXUSPLXS |
| 0.23% | — | $308.6万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| CCATALYST PHARMACEUTICALS |
| 0.23% | 0.19% | $303.9万 | 9.7万股 | $229.0万 | 9.2万股 | +4,214股+4.56% | 加仓 |
 HalozymeHALO |
| 0.22% | 0.19% | $295.7万 | 3.8万股 | $233.5万 | 3.6万股 | +1,644股+4.55% | 加仓 |
