 英伟达NVDA |
| 9.98% | 9.61% | $79.04亿 | 3,950.2万股 | $71.46亿 | 4,097.7万股 | -147.5万股-3.60% | 减仓 |
 谷歌AGOOGL |
| 7.77% | 6.71% | $61.53亿 | 1,721.8万股 | $49.86亿 | 1,734.0万股 | -12.2万股-0.70% | 减仓 |
 特斯拉TSLA |
| 6.74% | 6.33% | $53.33亿 | 1,267.9万股 | $47.05亿 | 1,265.5万股 | +2.4万股+0.19% | 加仓 |
 亚马逊AMZN |
| 5.51% | 5.13% | $43.60亿 | 1,829.1万股 | $38.17亿 | 1,832.6万股 | -3.4万股-0.19% | 减仓 |
 Meta平台META |
| 5.34% | 5.73% | $42.27亿 | 750.4万股 | $42.62亿 | 745.0万股 | +5.4万股+0.73% | 加仓 |
 VisaV |
| 3.95% | 3.76% | $31.26亿 | 911.1万股 | $27.97亿 | 925.4万股 | -14.3万股-1.55% | 减仓 |
 波音BA |
| 3.8% | 3.77% | $30.12亿 | 1,391.5万股 | $27.99亿 | 1,406.2万股 | -14.7万股-1.04% | 减仓 |
 微软MSFT |
| 3.67% | 3.02% | $29.02亿 | 778.0万股 | $22.44亿 | 606.3万股 | +171.6万股+28.31% | 加仓 |
 NETFLIXNFLX |
| 3.61% | 4.91% | $28.57亿 | 4,001.7万股 | $36.51亿 | 3,797.4万股 | +204.4万股+5.38% | 加仓 |
 甲骨文ORCL |
| 3.09% | 3.33% | $24.47亿 | 1,669.8万股 | $24.77亿 | 1,683.9万股 | -14.1万股-0.84% | 减仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 3.02% | 2.53% | $23.89亿 | 2,484.9万股 | $18.77亿 | 2,590.5万股 | -105.6万股-4.08% | 减仓 |
 福泰制药VRTX |
| 2.46% | 2.41% | $19.48亿 | 392.1万股 | $17.88亿 | 400.4万股 | -8.3万股-2.07% | 减仓 |
 ShopifySHOP |
| 2.08% | 2.3% | $16.45亿 | 1,440.8万股 | $17.09亿 | 1,440.3万股 | +4,741股+0.03% | 加仓 |
 迪士尼DIS |
| 1.65% | 1.81% | $13.07亿 | 1,357.4万股 | $13.49亿 | 1,399.2万股 | -41.8万股-2.98% | 减仓 |
 欧特克ADSK |
| 1.56% | 1.85% | $12.32亿 | 633.5万股 | $13.74亿 | 574.0万股 | +59.5万股+10.37% | 加仓 |
 再生元REGN |
| 1.46% | 1.99% | $11.59亿 | 185.9万股 | $14.78亿 | 191.2万股 | -5.3万股-2.78% | 减仓 |
 赛富时CRM |
| 1.28% | 1.52% | $10.11亿 | 645.2万股 | $11.31亿 | 605.7万股 | +39.6万股+6.53% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.21% | 1.1% | $9.60亿 | 271.6万股 | $8.17亿 | 284.8万股 | -13.1万股-4.61% | 减仓 |
 星巴克SBUX |
| 1.18% | 1.13% | $9.33亿 | 913.2万股 | $8.40亿 | 937.6万股 | -24.4万股-2.60% | 减仓 |
| EEXPEDITORS INTL WASHEXPE |
| 1.13% | 1.08% | $8.96亿 | 549.7万股 | $8.04亿 | 561.5万股 | -11.8万股-2.10% | 减仓 |
 诺和诺德NVO |
| 1.13% | 0.84% | $8.91亿 | 1,859.4万股 | $6.25亿 | 1,701.7万股 | +157.7万股+9.27% | 加仓 |
 迪尔DE |
| 1.1% | 1.04% | $8.67亿 | 136.7万股 | $7.74亿 | 137.5万股 | -7,442股-0.54% | 减仓 |
 诺华NVS |
| 1.04% | 1.12% | $8.21亿 | 523.9万股 | $8.29亿 | 542.6万股 | -18.7万股-3.44% | 减仓 |
| SSEI INVTSSEIC |
| 0.94% | 0.91% | $7.44亿 | 848.2万股 | $6.77亿 | 862.9万股 | -14.7万股-1.70% | 减仓 |
| T赛默飞世尔TMO |
| 0.83% | 0.9% | $6.59亿 | 131.5万股 | $6.70亿 | 136.4万股 | -4.9万股-3.56% | 减仓 |
 直觉外科ISRG |
| 0.83% | 1.05% | $6.59亿 | 165.6万股 | $7.84亿 | 170.0万股 | -4.4万股-2.56% | 减仓 |
 BOOKING COMBKNG |
| 0.77% | 0.7% | $6.09亿 | 341.4万股 | $5.17亿 | 12.3万股 | +329.1万股+2,678.40% | 加仓 |
 YUM BRANDS COMYUM |
| 0.74% | 0.78% | $5.87亿 | 367.3万股 | $5.82亿 | 374.2万股 | -6.8万股-1.82% | 减仓 |
 BlockXYZ |
| 0.7% | 0.6% | $5.58亿 | 734.0万股 | $4.47亿 | 742.4万股 | -8.3万股-1.12% | 减仓 |
 万事达MA |
| 0.47% | 0.41% | $3.73亿 | 72.6万股 | $3.07亿 | 61.5万股 | +11.1万股+18.01% | 加仓 |
| NNATIXIS ETF TRUST IILSGR |
| 0.43% | 0.4% | $3.41亿 | 808.7万股 | $2.95亿 | 748.7万股 | +60.0万股+8.02% | 加仓 |
 ILLUMINAILMN |
| 0.43% | 0.49% | $3.40亿 | 193.2万股 | $3.63亿 | 294.3万股 | -101.1万股-34.35% | 减仓 |
 标普全球SPGI |
| 0.42% | 0.39% | $3.31亿 | 81.4万股 | $2.87亿 | 67.4万股 | +13.9万股+20.65% | 加仓 |
| FFACTSET RESH SYSFDS |
| 0.42% | 0.43% | $3.31亿 | 143.9万股 | $3.21亿 | 147.8万股 | -3.9万股-2.62% | 减仓 |
 博通AVGO |
| 0.42% | 0.03% | $3.29亿 | 87.1万股 | $1,948.3万 | 6.3万股 | +80.8万股+1,283.83% | 加仓 |
 耐克NKE |
| 0.4% | 0.56% | $3.20亿 | 780.7万股 | $4.19亿 | 792.8万股 | -12.1万股-1.53% | 减仓 |
 特灵科技TT |
| 0.37% | 0.28% | $2.91亿 | 59.2万股 | $2.11亿 | 50.8万股 | +8.4万股+16.60% | 加仓 |
 WorkdayWDAY |
| 0.35% | 0.36% | $2.81亿 | 229.5万股 | $2.70亿 | 207.9万股 | +21.6万股+10.38% | 加仓 |
 Arm控股ARM |
| 0.35% | 0.18% | $2.78亿 | 78.5万股 | $1.30亿 | 86.0万股 | -7.5万股-8.73% | 减仓 |
 康明斯CMI |
| 0.32% | 0.24% | $2.54亿 | 35.6万股 | $1.81亿 | 33.6万股 | +2.0万股+6.07% | 加仓 |
 台积电TSM |
| 0.29% | 0.3% | $2.32亿 | 48.6万股 | $2.21亿 | 65.4万股 | -16.8万股-25.66% | 减仓 |
 科磊KLAC |
| 0.29% | 0.25% | $2.32亿 | 76.9万股 | $1.84亿 | 12.5万股 | +64.5万股+516.53% | 加仓 |
 MERCADOLIBRE COMMELI |
| 0.27% | 0.21% | $2.11亿 | 12.4万股 | $1.58亿 | 9.1万股 | +3.3万股+36.35% | 加仓 |
 派克汉尼汾PH |
| 0.26% | 0.29% | $2.04亿 | 20.9万股 | $2.19亿 | 24.4万股 | -3.6万股-14.55% | 减仓 |
 希尔顿HLT |
| 0.25% | 0.3% | $2.01亿 | 60.8万股 | $2.21亿 | 72.6万股 | -11.8万股-16.27% | 减仓 |
 高盛GS |
| 0.24% | 0.24% | $1.94亿 | 19.1万股 | $1.80亿 | 21.3万股 | -2.2万股-10.19% | 减仓 |
 贝莱德·INC COMBLK |
| 0.24% | 0.27% | $1.91亿 | 19.8万股 | $2.02亿 | 21.0万股 | -1.1万股-5.29% | 减仓 |
 摩根大通JPM |
| 0.24% | 0.25% | $1.91亿 | 58.3万股 | $1.88亿 | 64.0万股 | -5.8万股-9.01% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.24% | 0.26% | $1.87亿 | 203.6万股 | $1.95亿 | 210.8万股 | -7.2万股-3.41% | 减仓 |
 阿里拉姆制药ALNY |
| 0.22% | 0.23% | $1.75亿 | 58.0万股 | $1.69亿 | 51.2万股 | +6.8万股+13.30% | 加仓 |
