 微软MSFT |
| 6.84% | 7.52% | $1,784.5万 | 4.8万股 | $1,636.9万 | 4.4万股 | +3,618股+8.18% | 加仓 |
 英伟达NVDA |
| 5.11% | 5.33% | $1,332.5万 | 6.7万股 | $1,161.5万 | 6.7万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 5.04% | 4.81% | $1,314.7万 | 5.5万股 | $1,047.2万 | 5.0万股 | +4,879股+9.70% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 4.81% | 4.22% | $1,255.0万 | 3.6万股 | $919.6万 | 3.2万股 | +3,460股+10.79% | 加仓 |
| KKASPI KZ JSCKSPI |
| 4.33% | 4.58% | $1,128.7万 | 13.0万股 | $997.5万 | 13.5万股 | -4,403股-3.27% | 减仓 |
 Meta平台META |
| 4.05% | 4.16% | $1,057.7万 | 1.9万股 | $906.1万 | 1.6万股 | +2,939股+18.56% | 加仓 |
 苹果AAPL |
| 2.91% | 2.8% | $759.0万 | 2.6万股 | $609.6万 | 2.4万股 | +2,210股+9.20% | 加仓 |
 Pdd Holdings Inc ADRPDD |
| 2.7% | 0.34% | $704.5万 | 9.2万股 | $73.3万 | 7,169股 | +8.5万股+1,188.24% | 加仓 |
 台积电TSM |
| 2.56% | 1.87% | $668.8万 | 1.4万股 | $406.3万 | 1.2万股 | +1,982股+16.49% | 加仓 |
| IiShares安硕信托GJS |
| 2.31% | 2.21% | $602.6万 | 26.5万股 | $480.7万 | 21.0万股 | +5.5万股+26.08% | 加仓 |
 JD COM INCJD |
| 2.1% | 2.4% | $548.8万 | 21.5万股 | $523.5万 | 17.7万股 | +3.8万股+21.67% | 加仓 |
 NubankNU |
| 1.91% | 1.99% | $497.9万 | 37.3万股 | $434.4万 | 30.2万股 | +7.0万股+23.27% | 加仓 |
 VisaV |
| 1.81% | 1.64% | $472.8万 | 1.4万股 | $357.0万 | 1.2万股 | +1,967股+16.65% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.8% | 1.41% | $469.1万 | 9,375股 | $306.4万 | 6,393股 | +2,982股+46.64% | 加仓 |
 BOOKING COMBKNG |
| 1.78% | 1.87% | $464.3万 | 2.6万股 | $406.3万 | 965股 | +2.5万股+2,599.27% | 加仓 |
 飞塔FTNT |
| 1.7% | 1.33% | $443.9万 | 2.9万股 | $289.8万 | 3.5万股 | -6,564股-18.51% | 减仓 |
 万事达MA |
| 1.59% | 1.44% | $415.5万 | 8,089股 | $312.9万 | 6,262股 | +1,827股+29.18% | 加仓 |
 博通AVGO |
| 1.4% | 1.37% | $365.4万 | 9,673股 | $299.4万 | 9,673股 | 00.00% | 持仓不变 |
 赛富时CRM |
| 1.21% | 0.93% | $315.2万 | 2.0万股 | $203.0万 | 1.1万股 | +9,241股+84.97% | 加仓 |
| T赛默飞世尔TMO |
| 1.13% | 1.33% | $296.0万 | 5,903股 | $290.2万 | 5,903股 | 00.00% | 持仓不变 |
 优步UBER |
| 1.11% | 0.83% | $289.5万 | 4.0万股 | $180.6万 | 2.5万股 | +1.5万股+59.77% | 加仓 |
 标普全球SPGI |
| 1.11% | 1.26% | $288.7万 | 7,090股 | $273.4万 | 6,428股 | +662股+10.30% | 加仓 |
 摩根大通JPM |
| 1.1% | 1.19% | $287.2万 | 8,773股 | $258.1万 | 8,773股 | 00.00% | 持仓不变 |
 瑞思迈RMD |
| 1.01% | 1.09% | $263.0万 | 1.3万股 | $236.8万 | 1.1万股 | +2,950股+27.97% | 加仓 |
 MCKESSON COMMCK |
| 0.91% | 0.82% | $238.5万 | 3,157股 | $177.7万 | 2,053股 | +1,104股+53.77% | 加仓 |
 爱德华生命科学EW |
| 0.91% | 0.94% | $238.3万 | 2.6万股 | $203.8万 | 2.5万股 | +885股+3.48% | 加仓 |
 史赛克SYK |
| 0.91% | 0.82% | $237.9万 | 7,556股 | $178.3万 | 5,425股 | +2,131股+39.28% | 加仓 |
 美国运通AXP |
| 0.84% | 0.9% | $219.7万 | 6,494股 | $196.4万 | 6,494股 | 00.00% | 持仓不变 |
 汽车地带AZO |
| 0.82% | 0.68% | $214.4万 | 671股 | $148.3万 | 439股 | +232股+52.85% | 加仓 |
 Arista网络ANET |
| 0.81% | 0.46% | $211.3万 | 1.2万股 | $100.9万 | 8,218股 | +4,218股+51.33% | 加仓 |
| DDeckersSGVT |
| 0.8% | 0.7% | $208.7万 | 2.1万股 | $152.0万 | 1.5万股 | +5,836股+38.43% | 加仓 |
 甲骨文ORCL |
| 0.8% | 0.96% | $208.3万 | 1.4万股 | $209.1万 | 1.4万股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.79% | 0.81% | $207.0万 | 3.6万股 | $177.1万 | 3.6万股 | 00.00% | 持仓不变 |
| PPROLOGIS COMPLD |
| 0.79% | 0.92% | $206.4万 | 1.5万股 | $201.4万 | 1.5万股 | 00.00% | 持仓不变 |
 科磊KLAC |
| 0.79% | 0.46% | $206.4万 | 6,840股 | $100.7万 | 684股 | +6,156股+900.00% | 加仓 |
 ADPADP |
| 0.78% | 0.9% | $204.3万 | 9,121股 | $194.9万 | 9,594股 | -473股-4.93% | 减仓 |
 EMCOREME |
| 0.78% | 1.05% | $203.2万 | 2,449股 | $227.6万 | 3,083股 | -634股-20.56% | 减仓 |
 PROGRESSIVEPGR |
| 0.77% | 0.84% | $202.1万 | 9,250股 | $183.4万 | 9,250股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.76% | 0.87% | $198.3万 | 2.2万股 | $189.2万 | 1.8万股 | +3,430股+18.62% | 加仓 |
 ADOBE COMADBE |
| 0.75% | 0.82% | $196.2万 | 9,569股 | $177.9万 | 7,317股 | +2,252股+30.78% | 加仓 |
 WELLTOWER COMWELL |
| 0.74% | 0.39% | $193.8万 | 8,538股 | $84.8万 | 4,290股 | +4,248股+99.02% | 加仓 |
 AMD超威AMD |
| 0.74% | 0.52% | $193.0万 | 3,322股 | $112.6万 | 5,536股 | -2,214股-39.99% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.73% | 0.88% | $190.2万 | 2.1万股 | $190.7万 | 2.1万股 | 00.00% | 持仓不变 |
 RobinhoodHOOD |
| 0.72% | — | $187.9万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 ZOETIS CL AZTS |
| 0.71% | 1.39% | $186.4万 | 2.6万股 | $302.5万 | 2.6万股 | +352股+1.38% | 加仓 |
 SMITH A OAOS |
| 0.71% | 0.59% | $185.3万 | 3.0万股 | $128.8万 | 2.0万股 | +1.0万股+51.28% | 加仓 |
 明晟MSCI |
| 0.7% | 0.99% | $182.0万 | 3,250股 | $215.4万 | 3,997股 | -747股-18.69% | 减仓 |
 EquinixEQIX |
| 0.69% | 0.78% | $179.6万 | 1,723股 | $168.9万 | 1,723股 | 00.00% | 持仓不变 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.69% | 0.55% | $179.4万 | 4,158股 | $118.7万 | 7,234股 | -3,076股-42.52% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.69% | 0.51% | $179.4万 | 9,914股 | $111.7万 | 6,756股 | +3,158股+46.74% | 加仓 |
