 博通AVGO |
| 22.18% | 21.38% | $2,692.1万 | 7.1万股 | $2,303.9万 | 7.4万股 | -3,172股-4.26% | 减仓 |
 苹果AAPL |
| 9.77% | 9.62% | $1,185.7万 | 4.1万股 | $1,036.8万 | 4.1万股 | +124股+0.30% | 加仓 |
 英伟达NVDA |
| 8.03% | 7.79% | $974.8万 | 4.9万股 | $839.7万 | 4.8万股 | +573股+1.19% | 加仓 |
 谷歌AGOOGL |
| 7.16% | 6.43% | $869.5万 | 2.4万股 | $693.4万 | 2.4万股 | +218股+0.90% | 加仓 |
 Arm控股ARM |
| 5.04% | 2.42% | $611.5万 | 1.7万股 | $260.9万 | 1.7万股 | 00.00% | 持仓不变 |
 IDEXX LABS COMIDXX |
| 4.98% | 6.33% | $605.0万 | 1.1万股 | $682.0万 | 1.2万股 | -645股-5.31% | 减仓 |
 艾伯维ABBV |
| 4.58% | 4.41% | $556.6万 | 2.2万股 | $475.0万 | 2.2万股 | +280股+1.28% | 加仓 |
 希尔顿HLT |
| 3.45% | 3.57% | $418.4万 | 1.3万股 | $385.1万 | 1.3万股 | -5股-0.04% | 减仓 |
 爱德华生命科学EW |
| 3.27% | 3.27% | $397.4万 | 4.4万股 | $352.8万 | 4.4万股 | -124股-0.28% | 减仓 |
 Roper科技ROP |
| 3.2% | 3.84% | $388.9万 | 1.1万股 | $413.4万 | 1.2万股 | -189股-1.62% | 减仓 |
 万豪MAR |
| 3.07% | 3.05% | $372.9万 | 1.0万股 | $329.2万 | 1.0万股 | -3股-0.03% | 减仓 |
 微软MSFT |
| 2.95% | 2.74% | $358.5万 | 9,612股 | $294.9万 | 7,967股 | +1,645股+20.65% | 加仓 |
 VistraVST |
| 2.32% | — | $281.9万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 艺康ECL |
| 2.13% | 2.31% | $259.2万 | 9,302股 | $249.1万 | 9,365股 | -63股-0.67% | 减仓 |
 Nice Ltd ADRNICE |
| 1.99% | 2.73% | $242.0万 | 2.7万股 | $293.7万 | 2.7万股 | 00.00% | 持仓不变 |
 ADOBE COMADBE |
| 1.92% | 1.45% | $233.7万 | 1.1万股 | $155.8万 | 6,410股 | +4,988股+77.82% | 加仓 |
 因赛特INCY |
| 1.73% | 1.62% | $209.7万 | 1.9万股 | $174.0万 | 1.8万股 | +11股+0.06% | 加仓 |
 Meta平台META |
| 1.58% | 1.35% | $191.8万 | 3,405股 | $145.2万 | 2,538股 | +867股+34.16% | 加仓 |
 亚马逊AMZN |
| 1.56% | 1.49% | $188.9万 | 7,927股 | $160.2万 | 7,692股 | +235股+3.06% | 加仓 |
 直觉外科ISRG |
| 1.5% | 1.95% | $181.5万 | 4,564股 | $210.4万 | 4,564股 | 00.00% | 持仓不变 |
 VisaV |
| 1.49% | 1.4% | $181.3万 | 5,283股 | $150.9万 | 4,993股 | +290股+5.81% | 加仓 |
 AMD超威AMD |
| 0.89% | 0.35% | $108.3万 | 1,864股 | $37.9万 | 1,864股 | 00.00% | 持仓不变 |
 金罗斯黄金KGC |
| 0.82% | 1.19% | $99.7万 | 4.2万股 | $127.9万 | 4.2万股 | +300股+0.72% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.58% | 0.64% | $70.6万 | 1,410股 | $68.8万 | 1,435股 | -25股-1.74% | 减仓 |
| N新纪元能源NEE |
| 0.55% | 0.66% | $66.8万 | 7,607股 | $70.7万 | 7,607股 | 00.00% | 持仓不变 |
 EquinixEQIX |
| 0.42% | 0.44% | $50.7万 | 486股 | $47.6万 | 486股 | 00.00% | 持仓不变 |
 PUBLIC SVC ENTERPRISE COMPEG |
| 0.42% | 0.47% | $50.6万 | 6,231股 | $50.4万 | 6,231股 | 00.00% | 持仓不变 |
 SKYWORKS SOLUTIONSSWKS |
| 0.31% | 0.28% | $37.7万 | 5,564股 | $29.9万 | 5,583股 | -19股-0.34% | 减仓 |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 0.3% | 0.27% | $36.6万 | 1,390股 | $29.1万 | 1,390股 | 00.00% | 持仓不变 |
| GGILEAD SCIENCES COMGILD |
| 0.28% | 0.35% | $34.5万 | 2,730股 | $38.0万 | 2,730股 | 00.00% | 持仓不变 |
 百时美施贵宝BMY |
| 0.28% | 0.34% | $34.3万 | 5,958股 | $36.1万 | 5,958股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.25% | 0.21% | $29.7万 | 248股 | $22.8万 | 248股 | 00.00% | 持仓不变 |
 ExpediaEXPE |
| 0.22% | 0.22% | $27.2万 | 1,670股 | $23.9万 | 1,670股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 0.21% | — | $26.0万 | 360股 | $0 | 0股 | +360股 | 新买入 |
| CCOREWEAVE INC CLASS ACRWV |
| 0.2% | — | $24.2万 | 2,436股 | $0 | 0股 | +2,436股 | 新买入 |
 艾默生电气EMR |
| 0.18% | — | $21.7万 | 1,517股 | $0 | 0股 | +1,517股 | 新买入 |
 南方电力SO |
| 0.17% | 0.19% | $20.2万 | 2,113股 | $20.4万 | 2,113股 | 00.00% | 持仓不变 |
