 谷歌AGOOGL |
| 9.06% | 6.81% | $1.28亿 | 35.7万股 | $4,796.5万 | 16.7万股 | +19.1万股+114.32% | 加仓 |
 博通AVGO |
| 6.61% | 5.49% | $9,319.1万 | 24.7万股 | $3,867.6万 | 12.5万股 | +12.2万股+97.42% | 加仓 |
 Arista网络ANET |
| 6.12% | 4.48% | $8,633.5万 | 50.8万股 | $3,154.3万 | 25.7万股 | +25.1万股+97.82% | 加仓 |
 台积电TSM |
| 5.93% | 4% | $8,368.0万 | 17.5万股 | $2,815.5万 | 8.3万股 | +9.2万股+110.32% | 加仓 |
 英伟达NVDA |
| 4.44% | 7.48% | $6,254.0万 | 31.3万股 | $5,273.9万 | 30.2万股 | +1.0万股+3.36% | 加仓 |
 应用材料AMAT |
| 3.62% | 1.91% | $5,099.3万 | 7.1万股 | $1,348.9万 | 3.9万股 | +3.1万股+78.72% | 加仓 |
 AMD超威AMD |
| 3.46% | 0.85% | $4,879.6万 | 8.4万股 | $601.7万 | 3.0万股 | +5.4万股+183.98% | 加仓 |
 泛林集团LRCX |
| 3.43% | 1.87% | $4,842.0万 | 11.2万股 | $1,315.5万 | 6.2万股 | +5.0万股+81.48% | 加仓 |
 PALO ALTOPANW |
| 3.06% | 1.75% | $4,308.4万 | 12.6万股 | $1,234.0万 | 7.7万股 | +4.9万股+64.14% | 加仓 |
 微软MSFT |
| 2.93% | 3.29% | $4,136.8万 | 11.1万股 | $2,315.4万 | 6.3万股 | +4.8万股+77.30% | 加仓 |
 美光科技MU |
| 2.26% | 1.02% | $3,181.2万 | 2.8万股 | $722.3万 | 2.1万股 | +6,180股+28.91% | 加仓 |
 亚马逊AMZN |
| 2.24% | 3.76% | $3,160.9万 | 13.3万股 | $2,647.5万 | 12.7万股 | +5,500股+4.33% | 加仓 |
 ANALOG DEVICES COMADI |
| 2.17% | 1.84% | $3,056.6万 | 7.7万股 | $1,297.4万 | 4.1万股 | +3.6万股+88.72% | 加仓 |
| SSANDISK COMSNDK |
| 2% | 0.6% | $2,817.2万 | 1.2万股 | $425.7万 | 6,700股 | +5,690股+84.93% | 加仓 |
 苹果AAPL |
| 2% | 2.56% | $2,814.6万 | 9.7万股 | $1,806.1万 | 7.1万股 | +2.6万股+36.68% | 加仓 |
 MERCADOLIBRE COMMELI |
| 1.81% | 1.49% | $2,556.3万 | 1.5万股 | $1,046.9万 | 6,055股 | +9,005股+148.72% | 加仓 |
 Meta平台META |
| 1.77% | 3.34% | $2,495.4万 | 4.4万股 | $2,355.7万 | 4.1万股 | +3,125股+7.59% | 加仓 |
 礼来LLY |
| 1.6% | 1.19% | $2,259.7万 | 1.9万股 | $837.9万 | 9,110股 | +9,730股+106.81% | 加仓 |
 联合健康UNH |
| 1.56% | 0.75% | $2,203.6万 | 5.3万股 | $527.9万 | 2.0万股 | +3.4万股+171.75% | 加仓 |
 西部数据WDC |
| 1.47% | 0.6% | $2,078.4万 | 3.3万股 | $422.0万 | 1.6万股 | +1.7万股+108.59% | 加仓 |
 摩根大通JPM |
| 1.27% | 1.14% | $1,793.4万 | 5.5万股 | $805.9万 | 2.7万股 | +2.7万股+100.00% | 加仓 |
 迈威尔MRVL |
| 1.18% | 0.79% | $1,668.2万 | 5.6万股 | $554.7万 | 5.6万股 | 00.00% | 持仓不变 |
 ServiceNowNOW |
| 1.09% | 1.44% | $1,532.9万 | 15.4万股 | $1,012.0万 | 9.7万股 | +5.8万股+59.50% | 加仓 |
 阿斯利康AZN |
| 0.93% | 1.16% | $1,315.8万 | 7.1万股 | $814.8万 | 4.2万股 | +2.9万股+68.49% | 加仓 |
 赛富时CRM |
| 0.92% | 1.5% | $1,298.7万 | 8.3万股 | $1,054.6万 | 5.6万股 | +2.6万股+46.74% | 加仓 |
 BOOKING COMBKNG |
| 0.88% | 0.85% | $1,243.4万 | 7.0万股 | $598.7万 | 1,422股 | +6.8万股+4,805.77% | 加仓 |
 默沙东MRK |
| 0.8% | 0.92% | $1,130.8万 | 8.8万股 | $645.0万 | 5.4万股 | +3.4万股+64.12% | 加仓 |
 GE航空GE |
| 0.71% | 0.53% | $996.4万 | 2.7万股 | $372.9万 | 1.3万股 | +1.4万股+102.89% | 加仓 |
| IiShares安硕EWJ |
| 0.64% | 0.65% | $901.5万 | 9.7万股 | $458.8万 | 5.4万股 | +4.2万股+77.91% | 加仓 |
 南方铜业SCCO |
| 0.58% | 0.65% | $814.5万 | 4.7万股 | $461.6万 | 2.7万股 | +2.0万股+74.22% | 加仓 |
 卡特彼勒CAT |
| 0.57% | 0.38% | $798.7万 | 7,500股 | $265.7万 | 3,750股 | +3,750股+100.00% | 加仓 |
 LumentumLITE |
| 0.57% | 0.75% | $798.0万 | 9,300股 | $530.6万 | 7,550股 | +1,750股+23.18% | 加仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 0.55% | 0.27% | $770.5万 | 4.9万股 | $187.0万 | 1.5万股 | +3.4万股+232.58% | 加仓 |
| IiShares安硕EWC |
| 0.54% | 0.52% | $766.6万 | 13.3万股 | $364.4万 | 6.7万股 | +6.7万股+100.00% | 加仓 |
 万事达MA |
| 0.54% | 0.51% | $758.6万 | 1.5万股 | $357.5万 | 7,155股 | +7,615股+106.43% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.53% | 0.98% | $744.8万 | 4.7万股 | $693.9万 | 5.0万股 | -2,700股-5.38% | 减仓 |
 雷神技术RTX |
| 0.52% | 0.53% | $736.2万 | 3.9万股 | $374.2万 | 1.9万股 | +1.9万股+100.00% | 加仓 |
| IiShares安硕·MSCI TAIWAN ETFEWT |
| 0.52% | 0.45% | $727.7万 | 6.7万股 | $318.4万 | 4.5万股 | +2.2万股+49.22% | 加仓 |
 雪佛龙CVX |
| 0.5% | 0.95% | $700.0万 | 4.2万股 | $669.9万 | 3.2万股 | +9,850股+30.42% | 加仓 |
 QUANTA SVCSPWR |
| 0.47% | 0.02% | $660.3万 | 9,170股 | $11.8万 | 215股 | +8,955股+4,165.12% | 加仓 |
 纽蒙特NEM |
| 0.46% | 0.55% | $648.6万 | 6.9万股 | $386.7万 | 3.6万股 | +3.4万股+94.40% | 加仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.45% | 0.79% | $639.2万 | 8.2万股 | $556.0万 | 6.0万股 | +2.3万股+37.96% | 加仓 |
 SOCIEDAD QUIMICA Y MINERA DESQM |
| 0.45% | 0.43% | $633.3万 | 8.6万股 | $305.7万 | 3.8万股 | +4.8万股+126.48% | 加仓 |
 NubankNU |
| 0.45% | 0.38% | $632.7万 | 47.4万股 | $268.4万 | 18.7万股 | +28.7万股+153.53% | 加仓 |
 雅保ALB |
| 0.44% | 0.67% | $621.4万 | 4.6万股 | $468.8万 | 2.6万股 | +2.0万股+76.25% | 加仓 |
 优步UBER |
| 0.44% | 0.46% | $620.6万 | 8.6万股 | $323.7万 | 4.5万股 | +4.1万股+91.11% | 加仓 |
 联合太平洋铁路UNP |
| 0.44% | 0.39% | $619.1万 | 2.3万股 | $276.1万 | 1.1万股 | +1.1万股+100.00% | 加仓 |
 贝莱德·INC COMBLK |
| 0.44% | 0.93% | $619.0万 | 6,437股 | $652.7万 | 6,787股 | -350股-5.16% | 减仓 |
 直觉外科ISRG |
| 0.43% | 0.49% | $612.4万 | 1.5万股 | $342.1万 | 7,420股 | +7,980股+107.55% | 加仓 |
 SOFI TECHNOLOGIES COMSOFI |
| 0.41% | 0.22% | $581.1万 | 32.4万股 | $157.3万 | 9.9万股 | +22.5万股+227.21% | 加仓 |
