 VeevaVEEV |
| 7.78% | 2.82% | $713.8万 | 3.7万股 | $282.7万 | 1.6万股 | +2.1万股+128.12% | 加仓 |
 安费诺APH |
| 7.57% | 3.57% | $695.0万 | 2.8万股 | $357.7万 | 2.8万股 | -36股-0.13% | 减仓 |
 亚马逊AMZN |
| 7.34% | 5.41% | $673.8万 | 2.6万股 | $541.8万 | 2.6万股 | -312股-1.20% | 减仓 |
 柯蒂斯怀特CW |
| 6.57% | 5.4% | $603.3万 | 7,962股 | $540.9万 | 7,941股 | +21股+0.26% | 加仓 |
 迪尔DE |
| 6.18% | 4.65% | $567.8万 | 8,547股 | $465.5万 | 8,263股 | +284股+3.44% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 6.06% | 1.48% | $556.3万 | 1.0万股 | $148.0万 | 5,328股 | +4,845股+90.93% | 加仓 |
 FERRARI COMRACE |
| 5.64% | 4.62% | $517.6万 | 1.4万股 | $462.0万 | 1.4万股 | +165股+1.21% | 加仓 |
 EMCOREME |
| 5.53% | 4.75% | $507.9万 | 6,314股 | $475.6万 | 6,442股 | -128股-1.99% | 减仓 |
 苹果AAPL |
| 5.28% | 3.55% | $485.1万 | 1.5万股 | $355.2万 | 1.4万股 | +1,129股+8.07% | 加仓 |
 UNITED RENTALSURI |
| 5.18% | 2.41% | $475.9万 | 3,088股 | $241.5万 | 3,315股 | -227股-6.85% | 减仓 |
 英伟达NVDA |
| 4.64% | 3.4% | $426.2万 | 2.1万股 | $340.2万 | 2.0万股 | +1,801股+9.23% | 加仓 |
 艺康ECL |
| 4.49% | 3.87% | $412.2万 | 1.5万股 | $387.8万 | 1.5万股 | +230股+1.58% | 加仓 |
 ANALOG DEVICES COMADI |
| 4.38% | 4% | $402.5万 | 1.0万股 | $400.7万 | 1.3万股 | -2,248股-17.85% | 减仓 |
 德州仪器TXN |
| 4.08% | 3.28% | $374.7万 | 1.3万股 | $328.8万 | 1.7万股 | -3,978股-24.06% | 减仓 |
| IIBMIBM |
| 3.43% | 2.97% | $315.0万 | 1.1万股 | $297.7万 | 1.2万股 | -1,072股-8.73% | 减仓 |
| T赛默飞世尔TMO |
| 2.62% | 1.53% | $240.5万 | 3,309股 | $153.2万 | 3,116股 | +193股+6.19% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 2.4% | 2.73% | $220.2万 | 6.0万股 | $272.8万 | 7.2万股 | -1.2万股-16.34% | 减仓 |
 ShopifySHOP |
| 2.12% | 2.06% | $194.5万 | 1.7万股 | $205.9万 | 1.7万股 | -300股-1.73% | 减仓 |
 NETFLIXNFLX |
| 1.98% | 3.57% | $181.4万 | 2.6万股 | $356.9万 | 3.7万股 | -1.2万股-31.16% | 减仓 |
 微软MSFT |
| 1.65% | 1.35% | $151.4万 | 4,060股 | $135.0万 | 3,646股 | +414股+11.35% | 加仓 |
 家得宝HD |
| 1.56% | — | $143.0万 | 4,075股 | $0 | 0股 | +4,075股 | 新买入 |
| N新纪元能源NEE |
| 1.34% | — | $122.9万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| V先锋领航指数基金VOO |
| 1.06% | 0.77% | $97.2万 | 1,326股 | $77.3万 | 1,339股 | -13股-0.97% | 减仓 |
 财捷INTU |
| 0.7% | 2.1% | $64.6万 | 2,477股 | $210.6万 | 4,844股 | -2,367股-48.86% | 减仓 |
 台积电TSM |
| 0.31% | — | $28.3万 | 593股 | $0 | 0股 | +593股 | 新买入 |
 SnapSNAP |
| 0.05% | 0.05% | $4.8万 | 1.0万股 | $4.6万 | 1.0万股 | 00.00% | 持仓不变 |
 CoStarCSGP |
| 0.04% | 1.19% | $4.1万 | 1,454股 | $119.4万 | 1,421股 | +33股+2.32% | 加仓 |
 VertivVRT |
| 0.01% | — | $6,700 | 20股 | $0 | 0股 | +20股 | 新买入 |
