 英伟达NVDA |
| 6.44% | 6.57% | $1,936.3万 | 9.7万股 | $1,590.1万 | 9.1万股 | +5,597股+6.14% | 加仓 |
 微软MSFT |
| 5.42% | 5.17% | $1,628.9万 | 4.4万股 | $1,252.1万 | 3.4万股 | +9,843股+29.10% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 4.91% | 4.88% | $1,476.2万 | 4.2万股 | $1,181.8万 | 4.1万股 | +581股+1.41% | 加仓 |
 美光科技MU |
| 4.07% | 2.54% | $1,224.1万 | 1.1万股 | $615.6万 | 1.8万股 | -7,618股-41.80% | 减仓 |
 亚马逊AMZN |
| 3.83% | 3.63% | $1,149.6万 | 4.8万股 | $877.8万 | 4.2万股 | +6,084股+14.43% | 加仓 |
 AMD超威AMD |
| 3.22% | 2.97% | $966.6万 | 1.7万股 | $718.9万 | 3.5万股 | -1.9万股-52.91% | 减仓 |
 苹果AAPL |
| 2.4% | 2.92% | $719.8万 | 2.5万股 | $706.3万 | 2.8万股 | -2,956股-10.62% | 减仓 |
 ServiceNowNOW |
| 2.37% | 2.14% | $710.7万 | 7.2万股 | $519.1万 | 5.0万股 | +2.2万股+44.18% | 加仓 |
 博通AVGO |
| 1.9% | 1.88% | $571.3万 | 1.5万股 | $454.8万 | 1.5万股 | +429股+2.92% | 加仓 |
 Meta平台META |
| 1.88% | 2.24% | $564.2万 | 1.0万股 | $541.6万 | 9,467股 | +549股+5.80% | 加仓 |
 万事达MA |
| 1.57% | 1.88% | $472.9万 | 9,208股 | $453.9万 | 9,085股 | +123股+1.35% | 加仓 |
 AXON ENTERPRISEAXON |
| 1.54% | 0.7% | $464.2万 | 8,280股 | $169.7万 | 3,995股 | +4,285股+107.26% | 加仓 |
 QUANTA SVCSPWR |
| 1.53% | 1.79% | $459.7万 | 6,385股 | $433.2万 | 7,890股 | -1,505股-19.07% | 减仓 |
 赛富时CRM |
| 1.45% | 1.61% | $436.9万 | 2.8万股 | $389.2万 | 2.1万股 | +7,037股+33.75% | 加仓 |
 CONSTRUCTION PARTNERSROAD |
| 1.42% | 1.65% | $426.7万 | 3.6万股 | $399.6万 | 3.6万股 | -40股-0.11% | 减仓 |
 DatadogDDOG |
| 1.4% | 1% | $422.0万 | 1.6万股 | $242.5万 | 2.1万股 | -4,330股-21.08% | 减仓 |
 CLEAN HARBORSCLH |
| 1.4% | 2.03% | $419.2万 | 1.4万股 | $490.5万 | 1.7万股 | -3,075股-17.98% | 减仓 |
 Arm控股ARM |
| 1.35% | 0.95% | $406.6万 | 1.1万股 | $229.3万 | 1.5万股 | -3,688股-24.34% | 减仓 |
 自由港麦克莫兰FCX |
| 1.31% | 1.71% | $393.8万 | 6.3万股 | $414.3万 | 7.0万股 | -7,870股-11.16% | 减仓 |
 台积电TSM |
| 1.25% | 0.32% | $374.5万 | 7,842股 | $78.3万 | 2,316股 | +5,526股+238.60% | 加仓 |
 迈威尔MRVL |
| 1.21% | 0.6% | $362.9万 | 1.2万股 | $145.4万 | 1.5万股 | -2,497股-17.01% | 减仓 |
 VisaV |
| 1.09% | 0.85% | $328.3万 | 9,569股 | $206.8万 | 6,841股 | +2,728股+39.88% | 加仓 |
 卡特彼勒CAT |
| 1.05% | 0.93% | $316.5万 | 2,972股 | $224.7万 | 3,172股 | -200股-6.31% | 减仓 |
 摩根大通JPM |
| 1.05% | 1.11% | $314.3万 | 9,602股 | $268.0万 | 9,111股 | +491股+5.39% | 加仓 |
 联合太平洋铁路UNP |
| 1.03% | 1.01% | $309.3万 | 1.1万股 | $245.1万 | 1.0万股 | +1,270股+12.57% | 加仓 |
| B纽约梅隆银行BK |
| 1% | 1.08% | $300.1万 | 2.1万股 | $260.7万 | 2.2万股 | -1,223股-5.56% | 减仓 |
 GeneracGNRC |
| 1% | 0.44% | $300.1万 | 1.0万股 | $107.6万 | 5,508股 | +4,740股+86.06% | 加仓 |
| RROCKET LAB COMRKLB |
| 0.96% | 0.52% | $287.2万 | 2.8万股 | $124.8万 | 1.9万股 | +8,817股+45.37% | 加仓 |
 科磊KLAC |
| 0.87% | 0.53% | $260.0万 | 8,616股 | $127.8万 | 868股 | +7,748股+892.63% | 加仓 |
 LumentumLITE |
| 0.84% | 0.86% | $253.8万 | 2,958股 | $207.9万 | 2,958股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 0.82% | 0.5% | $246.8万 | 5,695股 | $120.0万 | 5,615股 | +80股+1.42% | 加仓 |
 高盛GS |
| 0.81% | 0.95% | $244.5万 | 2,418股 | $231.0万 | 2,730股 | -312股-11.43% | 减仓 |
 ONESPAWORLD LIMITEDOSW |
| 0.79% | 0.84% | $236.7万 | 8.4万股 | $203.2万 | 8.9万股 | -4,685股-5.29% | 减仓 |
 FEDERAL SIGNALFSS |
| 0.78% | 0.96% | $233.1万 | 1.8万股 | $232.5万 | 2.1万股 | -3,353股-15.60% | 减仓 |
 BlockXYZ |
| 0.77% | 0.99% | $231.4万 | 3.0万股 | $239.8万 | 4.0万股 | -9,400股-23.59% | 减仓 |
 希捷STX |
| 0.74% | — | $222.7万 | 2,308股 | $0 | 0股 | +2,308股 | 新买入 |
| RRAMBUS DELRMBS |
| 0.74% | 0.91% | $221.0万 | 1.7万股 | $221.1万 | 2.6万股 | -9,050股-35.21% | 减仓 |
 德康医疗DXCM |
| 0.73% | — | $218.9万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
 CienaCIEN |
| 0.7% | 0.7% | $210.4万 | 4,289股 | $168.9万 | 4,351股 | -62股-1.42% | 减仓 |
| LLATTICE SEMICONDUCTORLSCC |
| 0.69% | 0.75% | $208.6万 | 1.4万股 | $181.1万 | 2.0万股 | -5,880股-30.12% | 减仓 |
| TTTM TECHNOLOGIESTTMI |
| 0.69% | 0.43% | $206.4万 | 1.1万股 | $102.9万 | 1.1万股 | +470股+4.45% | 加仓 |
 西屋制动WAB |
| 0.67% | 0.93% | $201.2万 | 7,462股 | $224.7万 | 8,991股 | -1,529股-17.01% | 减仓 |
| DDOORDASHDASH |
| 0.66% | 0.92% | $197.4万 | 1.1万股 | $223.7万 | 1.5万股 | -4,201股-28.19% | 减仓 |
 MONOLITHIC PWR SYSMPWR |
| 0.64% | 1.23% | $193.3万 | 1,398股 | $297.7万 | 2,723股 | -1,325股-48.66% | 减仓 |
 MERCADOLIBRE COMMELI |
| 0.64% | 0.89% | $191.8万 | 1,130股 | $215.3万 | 1,245股 | -115股-9.24% | 减仓 |
 CrowdStrikeCRWD |
| 0.63% | 0.37% | $189.7万 | 2,486股 | $89.5万 | 2,292股 | +194股+8.46% | 加仓 |
 NateraNTRA |
| 0.63% | 0.59% | $189.5万 | 6,980股 | $144.0万 | 7,200股 | -220股-3.06% | 减仓 |
 ROSS STORES COMROST |
| 0.62% | 0.84% | $185.6万 | 8,722股 | $202.9万 | 9,367股 | -645股-6.89% | 减仓 |
 PALO ALTOPANW |
| 0.59% | 0.34% | $177.1万 | 5,192股 | $83.3万 | 5,198股 | -6股-0.12% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.54% | 0.49% | $161.4万 | 4,300股 | $119.5万 | 4,300股 | 00.00% | 持仓不变 |
