 英伟达NVDA |
| 15.2% | 3.39% | $1,539.3万 | 7.7万股 | $299.1万 | 1.7万股 | +6.0万股+348.57% | 加仓 |
 亚马逊AMZN |
| 11.49% | 9.44% | $1,163.8万 | 4.9万股 | $832.0万 | 4.0万股 | +8,880股+22.23% | 加仓 |
 谷歌AGOOGL |
| 8.73% | 3.07% | $883.8万 | 2.5万股 | $270.5万 | 9,407股 | +1.5万股+162.91% | 加仓 |
 微软MSFT |
| 7.24% | 8.26% | $733.5万 | 2.0万股 | $727.9万 | 2.0万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 5.88% | 5.17% | $595.7万 | 1.6万股 | $455.8万 | 1.5万股 | +1,045股+7.10% | 加仓 |
 优步UBER |
| 5.45% | 6.24% | $551.7万 | 7.6万股 | $549.9万 | 7.6万股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 5.39% | 5.74% | $545.6万 | 7.6万股 | $505.9万 | 5.3万股 | +2.4万股+45.23% | 加仓 |
 Meta平台META |
| 5.01% | 2.63% | $507.0万 | 9,001股 | $232.0万 | 4,055股 | +4,946股+121.97% | 加仓 |
 BOOKING COMBKNG |
| 4.14% | — | $419.3万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 台积电TSM |
| 3.64% | 5.53% | $368.7万 | 7,720股 | $487.0万 | 1.4万股 | -6,690股-46.43% | 减仓 |
 赛富时CRM |
| 3.22% | 4.41% | $326.6万 | 2.1万股 | $389.1万 | 2.1万股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 2.87% | 3.41% | $290.9万 | 1.6万股 | $300.8万 | 2.3万股 | -7,620股-32.62% | 减仓 |
 MERCADOLIBRE COMMELI |
| 2.83% | 3.31% | $286.5万 | 1,688股 | $291.9万 | 1,688股 | 00.00% | 持仓不变 |
 阿里巴巴BABA |
| 2.35% | 3.54% | $238.5万 | 2.5万股 | $311.8万 | 2.5万股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 2.16% | 1.51% | $218.9万 | 1.5万股 | $133.1万 | 9,050股 | +5,890股+65.08% | 加仓 |
 HESAIHSAI |
| 1.73% | — | $175.6万 | 9.6万股 | $0 | 0股 | +9.6万股 | 新买入 |
 ADOBE COMADBE |
| 1.64% | 2.23% | $165.7万 | 8,080股 | $196.4万 | 8,080股 | 00.00% | 持仓不变 |
 伊顿ETN |
| 1.59% | — | $160.6万 | 3,770股 | $0 | 0股 | +3,770股 | 新买入 |
 VertivVRT |
| 1.58% | — | $160.4万 | 4,790股 | $0 | 0股 | +4,790股 | 新买入 |
| LLYFT INC CLASS ALYFT |
| 1.51% | 1.58% | $153.0万 | 10.5万股 | $139.3万 | 10.5万股 | 00.00% | 持仓不变 |
 QUANTA SVCSPWR |
| 1.04% | — | $105.1万 | 1,460股 | $0 | 0股 | +1,460股 | 新买入 |
 JD COM INCJD |
| 1.03% | 1.37% | $103.8万 | 4.1万股 | $120.5万 | 4.1万股 | 00.00% | 持仓不变 |
| CCOREWEAVE INC CLASS ACRWV |
| 0.98% | — | $99.5万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 EquinixEQIX |
| 0.98% | — | $99.2万 | 952股 | $0 | 0股 | +952股 | 新买入 |
 DIGITAL RLTY TR COMDLR |
| 0.96% | — | $97.1万 | 5,405股 | $0 | 0股 | +5,405股 | 新买入 |
| NNextPowerNXT |
| 0.81% | — | $82.2万 | 6,900股 | $0 | 0股 | +6,900股 | 新买入 |
| MMYRMYRG |
| 0.56% | — | $56.5万 | 1,129股 | $0 | 0股 | +1,129股 | 新买入 |
