 英伟达NVDA |
| 8.51% | 8.67% | $896.6万 | 4.5万股 | $841.1万 | 4.5万股 | -290股-0.64% | 减仓 |
 AMD超威AMD |
| 3.55% | 1.69% | $373.6万 | 6,431股 | $164.3万 | 7,439股 | -1,008股-13.55% | 减仓 |
 苹果AAPL |
| 3.38% | 3.51% | $356.3万 | 1.2万股 | $340.3万 | 1.3万股 | -208股-1.66% | 减仓 |
 泛林集团LRCX |
| 3.26% | 1.99% | $342.9万 | 7,912股 | $193.1万 | 1.1万股 | -3,337股-29.66% | 减仓 |
 谷歌AGOOGL |
| 3.23% | 3.41% | $340.0万 | 9,515股 | $331.0万 | 1.1万股 | -1,065股-10.07% | 减仓 |
 CrowdStrikeCRWD |
| 3.06% | 1.34% | $322.4万 | 4,224股 | $129.7万 | 2,766股 | +1,458股+52.71% | 加仓 |
 希捷STX |
| 2.96% | 1.11% | $311.6万 | 3,229股 | $108.1万 | 3,925股 | -696股-17.73% | 减仓 |
 联合健康UNH |
| 2.82% | 2.38% | $296.6万 | 7,135股 | $231.2万 | 7,005股 | +130股+1.86% | 加仓 |
 亚马逊AMZN |
| 2.74% | 2.5% | $288.5万 | 1.2万股 | $242.2万 | 1.0万股 | +1,613股+15.37% | 加仓 |
 卡特彼勒CAT |
| 2.67% | 1.73% | $280.9万 | 2,638股 | $168.0万 | 2,932股 | -294股-10.03% | 减仓 |
 台积电TSM |
| 2.23% | 1.6% | $234.8万 | 4,917股 | $155.4万 | 5,114股 | -197股-3.85% | 减仓 |
 微软MSFT |
| 2.1% | 2.53% | $220.9万 | 5,921股 | $245.6万 | 5,077股 | +844股+16.62% | 加仓 |
 联邦快递FDX |
| 1.96% | 2.47% | $206.8万 | 6,604股 | $239.3万 | 8,284股 | -1,680股-20.28% | 减仓 |
| CCARMAXKMX |
| 1.9% | 1.4% | $200.3万 | 3.8万股 | $136.1万 | 3.5万股 | +2,653股+7.53% | 加仓 |
| R力拓BBP |
| 1.89% | 1.83% | $198.9万 | 2.1万股 | $177.6万 | 2.2万股 | -1,241股-5.59% | 减仓 |
 嘉信理财SCHW |
| 1.86% | 2.2% | $196.3万 | 2.1万股 | $213.7万 | 2.1万股 | -113股-0.53% | 减仓 |
 沃尔玛WMT |
| 1.74% | 1.4% | $183.6万 | 1.6万股 | $135.7万 | 1.2万股 | +4,033股+33.11% | 加仓 |
 VisaV |
| 1.68% | 1.84% | $177.1万 | 5,163股 | $178.5万 | 5,089股 | +74股+1.45% | 加仓 |
 莫德纳MRNA |
| 1.67% | 1.08% | $175.4万 | 2.5万股 | $104.6万 | 3.5万股 | -1.0万股-29.40% | 减仓 |
 阿斯麦ASML |
| 1.63% | 1.07% | $171.5万 | 862股 | $104.3万 | 975股 | -113股-11.59% | 减仓 |
 博通AVGO |
| 1.58% | 1.41% | $166.4万 | 4,404股 | $136.5万 | 3,927股 | +477股+12.15% | 加仓 |
 ADOBE COMADBE |
| 1.56% | 1.71% | $164.3万 | 8,016股 | $166.3万 | 4,751股 | +3,265股+68.72% | 加仓 |
| RRIVIAN AUTOMOTIVE INC CLASS ARIVN |
| 1.49% | 1.26% | $156.8万 | 9.0万股 | $121.9万 | 6.2万股 | +2.9万股+46.16% | 加仓 |
 Meta平台META |
| 1.49% | 1.71% | $156.6万 | 2,779股 | $165.5万 | 2,507股 | +272股+10.85% | 加仓 |
 赛富时CRM |
| 1.4% | 1.54% | $147.7万 | 9,431股 | $149.2万 | 5,631股 | +3,800股+67.48% | 加仓 |
 ROYALTY PHARMARPRX |
| 1.38% | 1.18% | $145.1万 | 2.6万股 | $114.2万 | 3.0万股 | -3,671股-12.42% | 减仓 |
 DraftKingsDKNG |
| 1.35% | 0.85% | $141.7万 | 5.6万股 | $82.7万 | 2.4万股 | +3.2万股+133.81% | 加仓 |
 默沙东MRK |
| 1.34% | 1.22% | $141.0万 | 1.1万股 | $118.9万 | 1.1万股 | -320股-2.83% | 减仓 |
 摩根大通JPM |
| 1.32% | 1.59% | $139.3万 | 4,255股 | $154.0万 | 4,779股 | -524股-10.96% | 减仓 |
 CVS健康CVS |
| 1.32% | 1.17% | $138.9万 | 1.3万股 | $113.7万 | 1.4万股 | -900股-6.28% | 减仓 |
| FFiservFISV |
| 1.29% | 1.78% | $135.3万 | 2.8万股 | $172.6万 | 2.6万股 | +1,891股+7.36% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.25% | 1.33% | $131.1万 | 2,620股 | $129.5万 | 2,576股 | +44股+1.71% | 加仓 |
 ServiceNowNOW |
| 1.19% | 0.94% | $125.6万 | 1.3万股 | $90.7万 | 5,924股 | +6,724股+113.50% | 加仓 |
| AATLASSIAN CL ATEAM |
| 1.16% | 1.47% | $122.3万 | 1.6万股 | $142.7万 | 8,800股 | +6,926股+78.70% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.15% | 1.32% | $121.3万 | 1,624股 | $128.6万 | 1,752股 | -128股-7.31% | 减仓 |
 阿斯利康AZN |
| 1.12% | 1.26% | $118.1万 | 6,226股 | $121.9万 | 1.3万股 | -7,029股-53.03% | 减仓 |
 GLOBAL PMTS COMGPN |
| 1.1% | 1.08% | $116.1万 | 1.6万股 | $105.1万 | 1.4万股 | +2,426股+17.87% | 加仓 |
| VVICTORIAS SECRETVSXY |
| 1.08% | 1.37% | $113.7万 | 1.4万股 | $132.7万 | 2.4万股 | -1.1万股-44.41% | 减仓 |
 渤健BIIB |
| 1.07% | 0.94% | $113.1万 | 5,234股 | $90.9万 | 5,163股 | +71股+1.38% | 加仓 |
 百事可乐PEP |
| 1.06% | 1.48% | $111.5万 | 8,235股 | $143.7万 | 1.0万股 | -1,775股-17.73% | 减仓 |
 COMCAST NEW CL ACMCSA |
| 1.06% | 1.39% | $111.1万 | 4.5万股 | $134.6万 | 4.5万股 | +228股+0.51% | 加仓 |
 财捷INTU |
| 0.99% | 1.47% | $104.3万 | 3,995股 | $142.8万 | 2,154股 | +1,841股+85.47% | 加仓 |
| N新纪元能源NEE |
| 0.96% | 1.2% | $101.3万 | 1.2万股 | $116.8万 | 1.5万股 | -3,013股-20.71% | 减仓 |
 露露乐蒙LULU |
| 0.96% | 1.4% | $100.7万 | 8,817股 | $136.3万 | 6,560股 | +2,257股+34.41% | 加仓 |
 阿里巴巴BABA |
| 0.95% | 0.86% | $100.1万 | 1.0万股 | $83.8万 | 5,718股 | +4,710股+82.37% | 加仓 |
 好市多COST |
| 0.95% | 1.02% | $100.1万 | 1,070股 | $99.0万 | 1,148股 | -78股-6.79% | 减仓 |
 辉瑞PFE |
| 0.8% | 0.93% | $84.5万 | 3.5万股 | $90.0万 | 3.6万股 | -1,064股-2.94% | 减仓 |
 Arista网络ANET |
| 0.77% | 0.82% | $80.9万 | 4,763股 | $79.2万 | 5,663股 | -900股-15.89% | 减仓 |
 康宁GLW |
| 0.75% | 0.28% | $79.4万 | 3,110股 | $27.2万 | 3,110股 | 00.00% | 持仓不变 |
 WELLS FARGO NEWWFC |
| 0.74% | 0.84% | $77.6万 | 9,387股 | $82.0万 | 8,798股 | +589股+6.69% | 加仓 |
