CIK: 0000872163
申报总市值
US$9.6亿
仅显示前 200 大持股（共 280 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 股票-科技 | 2.88% | -1.25% | -0.66% | |
| 2 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 2.68% | — | -4.77% | |
| 3 | PYPL | Paypal Holdings INC | 股票-金融 | 2.10% | — | +154.17% | |
| 4 | FTNT | Fortinet INC | 股票-科技 | 1.99% | — | -11.99% | |
| 5 | FUTU | Futu Holdings Ltd-adr | 股票-金融 | 1.73% | — | +85.27% | |
| 6 | EPAM | Epam Systems INC | 股票-科技 | 1.52% | — | -2.88% | |
| 7 | CGNX | Cognex CORP | 股票-科技 | 1.50% | — | -3.01% | |
| 8 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 1.49% | -0.56% | -2.05% | |
| 9 | KR | Kroger Co | 股票-非周期性消费 | 1.44% | — | +40.04% | |
| 10 | TECH | Bio-techne CORP | 股票-医疗保健 | 1.41% | — | — | |
| 11 | MPWR | Monolithic Power Systems INC | 股票-科技 | 1.36% | — | -22.72% | |
| 12 | AMD | Advanced Micro Devices | 股票-科技 | 1.35% | — | -0.53% | |
| 13 | ENPH | Enphase Energy INC | 股票-科技 | 1.34% | — | +5.40% | |
| 14 | ENTG | Entegris INC | 股票-科技 | 1.34% | — | — | |
| 15 | FXO | First Trust Financial Alphad | ETF-其他 | 1.31% | — | -4.62% | |
| 16 | APPS | Digital Turbine INC | 股票-其他 | 1.30% | — | +4.76% | |
| 17 | FXN | First Trust Energy Alphadex | ETF-其他 | 1.28% | — | — | |
| 18 | GNRC | Generac Holdings INC | 股票-工业 | 1.24% | — | +14.23% | |
| 19 | LFUS | Littelfuse INC | 股票-科技 | 1.23% | — | — | |
| 20 | FXD | First Trust Consumer Discret | ETF-其他 | 1.21% | — | — | |
| 21 | DOCU | Docusign INC | 股票-科技 | 1.19% | — | +9.96% | |
| 22 | NOW | Servicenow INC | 股票-科技 | 1.18% | — | -7.56% | |
| 23 | ROL | Rollins INC | 股票-周期性消费 | 1.17% | — | -2.64% | |
| 24 | AMED | Amedisys INC | 股票-其他 | 1.16% | — | — | |
| 25 | FXL | First Trust Technology Alpha | ETF-科技型 | 1.12% | — | -4.75% | |
| 26 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 1.12% | — | -4.92% | |
| 27 | LULU | Lululemon Athletica INC | 股票-周期性消费 | 1.08% | — | -2.53% | |
| 28 | WST | West Pharmaceutical Services | 股票-医疗保健 | 1.06% | — | +14.60% | |
| 29 | FBT | First Trust Nyse Arca Biotec | ETF-其他 | 1.05% | — | — | |
| 30 | ZM | Zoom Communications INC | 股票-科技 | 1.04% | — | +3.02% | |
| 31 | PINS | Pinterest Inc- Class A | 股票-通信服务 | 1.03% | — | — | |
| 32 | SAM | Boston Beer Company Inc-a | 股票-非周期性消费 | 0.98% | — | +353.85% | |
| 33 | LOGI | Logitech International S.A. | 股票-科技 | 0.95% | — | +14.30% | |
| 34 | MSFT | Microsoft CORP | 股票-科技 | 0.95% | -0.29% | -5.06% | |
| 35 | UMC | United Microelectron-sp Adr | 股票-其他 | 0.94% | — | +1.44% | |
| 36 | VIPS | Vipshop Holdings LTD - Adr | 股票-周期性消费 | 0.91% | — | +9.85% | |
| 37 | AMGN | Amgen INC | 股票-医疗保健 | 0.83% | — | -1.05% | |
| 38 | JD | Jd.com Inc-adr | 股票-周期性消费 | 0.81% | — | +8.49% | |
| 39 | EMR | Emerson Electric Co | 股票-工业 | 0.80% | — | +0.14% | |
| 40 | RGEN | Repligen CORP | 股票-医疗保健 | 0.79% | — | +4.79% | |
| 41 | EMN | Eastman Chemical Co | 股票-原材料 | 0.79% | — | +4.36% | |
| 42 | UVV | Universal Corp/va | 股票-其他 | 0.77% | — | +0.62% | |
| 43 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.76% | — | +0.03% | |
| 44 | WSM | Williams-sonoma INC | 股票-周期性消费 | 0.75% | — | — | |
| 45 | ADBE | Adobe INC | 股票-科技 | 0.74% | — | -58.74% | |
| 46 | TXN | Texas Instruments INC | 股票-科技 | 0.72% | — | -0.28% | |
| 47 | KLAC | Kla CORP | 股票-科技 | 0.72% | — | -5.30% | |
| 48 | ITW | Illinois Tool Works | 股票-工业 | 0.70% | — | +2.42% | |
| 49 | TEAM | Atlassian Corporation | 股票-科技 | 0.69% | — | -3.90% | |
| 50 | UNP | Union Pacific CORP | 股票-工业 | 0.69% | — | -2.36% |