 英伟达NVDA |
| 4.43% | 4.37% | $511.0万 | 2.6万股 | $426.7万 | 2.4万股 | +1,068股+4.36% | 加仓 |
 苹果AAPL |
| 4.11% | 4.48% | $474.1万 | 1.6万股 | $437.9万 | 1.7万股 | -870股-5.04% | 减仓 |
 CrowdStrikeCRWD |
| 4.1% | 2.63% | $473.1万 | 6,199股 | $256.9万 | 6,580股 | -381股-5.79% | 减仓 |
 亚马逊AMZN |
| 2.75% | 2.99% | $317.1万 | 1.3万股 | $291.6万 | 1.4万股 | -693股-4.95% | 减仓 |
 DatadogDDOG |
| 2.6% | 1.13% | $300.4万 | 1.2万股 | $110.3万 | 9,341股 | +2,196股+23.51% | 加仓 |
 微软MSFT |
| 2.53% | 3.11% | $292.0万 | 7,828股 | $303.9万 | 8,210股 | -382股-4.65% | 减仓 |
| TTERADYNETER |
| 2.45% | 2.07% | $282.3万 | 5,834股 | $202.3万 | 6,825股 | -991股-14.52% | 减仓 |
 Meta平台META |
| 2.42% | 3.06% | $279.2万 | 4,957股 | $298.8万 | 5,223股 | -266股-5.09% | 减仓 |
 卡特彼勒CAT |
| 2.23% | 1.79% | $257.3万 | 2,416股 | $174.4万 | 2,462股 | -46股-1.87% | 减仓 |
 康宁GLW |
| 2.14% | 1.71% | $247.2万 | 9,676股 | $166.8万 | 1.2万股 | -2,589股-21.11% | 减仓 |
 BARCLAYSBCS |
| 2.04% | 2.23% | $235.2万 | 8.8万股 | $218.0万 | 10.3万股 | -1.5万股-15.02% | 减仓 |
| C花旗集团C |
| 2.03% | 2.19% | $234.4万 | 1.7万股 | $214.4万 | 1.9万股 | -2,153股-11.39% | 减仓 |
| V先锋领航·FSTEVWO |
| 2.01% | 2.17% | $232.3万 | 3.9万股 | $212.2万 | 3.9万股 | -336股-0.86% | 减仓 |
 摩根大通JPM |
| 2.01% | 1.8% | $231.3万 | 7,066股 | $175.7万 | 5,972股 | +1,094股+18.32% | 加仓 |
 礼来LLY |
| 1.94% | 1.87% | $223.5万 | 1,863股 | $183.0万 | 1,990股 | -127股-6.38% | 减仓 |
 高盛GS |
| 1.85% | 1.94% | $213.4万 | 2,110股 | $189.8万 | 2,244股 | -134股-5.97% | 减仓 |
 VertivVRT |
| 1.64% | 1.07% | $188.9万 | 5,642股 | $104.3万 | 4,163股 | +1,479股+35.53% | 加仓 |
 Arista网络ANET |
| 1.63% | 2.27% | $188.0万 | 1.1万股 | $221.5万 | 1.8万股 | -6,973股-38.66% | 减仓 |
 TJXTJX |
| 1.58% | 2.01% | $182.4万 | 1.2万股 | $196.7万 | 1.2万股 | -277股-2.25% | 减仓 |
 阿斯麦ASML |
| 1.55% | — | $178.3万 | 896股 | $0 | 0股 | +896股 | 新买入 |
 沃尔玛WMT |
| 1.51% | 2.02% | $173.6万 | 1.5万股 | $196.9万 | 1.6万股 | -515股-3.25% | 减仓 |
 美国运通AXP |
| 1.48% | 1.65% | $170.8万 | 5,049股 | $161.5万 | 5,340股 | -291股-5.45% | 减仓 |
 优步UBER |
| 1.47% | 1.92% | $169.1万 | 2.3万股 | $187.8万 | 2.6万股 | -2,678股-10.26% | 减仓 |
 英特尔INTC |
| 1.42% | — | $163.8万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.41% | 1.86% | $162.4万 | 3,537股 | $182.0万 | 3,754股 | -217股-5.78% | 减仓 |
 ServiceNowNOW |
| 1.4% | 1.79% | $161.2万 | 1.6万股 | $175.2万 | 1.7万股 | -522股-3.11% | 减仓 |
 联合包裹UPSUPS |
| 1.39% | 1.57% | $160.6万 | 1.5万股 | $153.2万 | 1.6万股 | -641股-4.12% | 减仓 |
 RobinhoodHOOD |
| 1.37% | 1.17% | $158.2万 | 1.6万股 | $114.6万 | 1.7万股 | -761股-4.60% | 减仓 |
 伊顿ETN |
| 1.35% | 1.38% | $156.1万 | 3,663股 | $134.9万 | 3,773股 | -110股-2.92% | 减仓 |
 再生元REGN |
| 1.34% | 2.04% | $154.1万 | 2,472股 | $198.9万 | 2,574股 | -102股-3.96% | 减仓 |
 MONGODB CL AMDB |
| 1.29% | — | $148.4万 | 4,419股 | $0 | 0股 | +4,419股 | 新买入 |
| V先锋领航指数基金VOO |
| 1.28% | 1.14% | $148.0万 | 2,155股 | $111.3万 | 1,862股 | +293股+15.74% | 加仓 |
 宝洁PG |
| 1.26% | 1.37% | $145.9万 | 9,949股 | $133.4万 | 9,233股 | +716股+7.75% | 加仓 |
 雷神技术RTX |
| 1.25% | 1.53% | $143.9万 | 7,586股 | $149.5万 | 7,749股 | -163股-2.10% | 减仓 |
 林德LIN |
| 1.24% | 1.51% | $143.3万 | 2,761股 | $147.4万 | 2,973股 | -212股-7.13% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.21% | 1.18% | $139.4万 | 3,945股 | $115.1万 | 4,013股 | -68股-1.69% | 减仓 |
 REDDIT CL ARDDT |
| 1.21% | 0.57% | $139.2万 | 8,018股 | $56.0万 | 4,160股 | +3,858股+92.74% | 加仓 |
 福泰制药VRTX |
| 1.18% | 1.32% | $135.7万 | 2,731股 | $129.4万 | 2,898股 | -167股-5.76% | 减仓 |
 甲骨文ORCL |
| 1.16% | 1% | $133.7万 | 9,123股 | $98.1万 | 6,670股 | +2,453股+36.78% | 加仓 |
| SSPDR行业精选信托XLU |
| 1.15% | 1.4% | $132.6万 | 2.9万股 | $136.9万 | 3.0万股 | -603股-2.02% | 减仓 |
 VistraVST |
| 1.14% | 1.34% | $131.0万 | 8,259股 | $131.3万 | 8,737股 | -478股-5.47% | 减仓 |
 CARRIER GLOBALCARR |
| 1.1% | — | $127.4万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 MERCADOLIBRE COMMELI |
| 1.1% | 1.4% | $126.8万 | 747股 | $136.8万 | 791股 | -44股-5.56% | 减仓 |
 杜克能源DUK |
| 1.09% | 1.4% | $125.5万 | 9,918股 | $136.9万 | 1.0万股 | -535股-5.12% | 减仓 |
| SSPDR行业精选信托XLK |
| 1.06% | 0.87% | $121.9万 | 6,400股 | $85.1万 | 6,400股 | 00.00% | 持仓不变 |
 ShopifySHOP |
| 1.04% | 1.33% | $119.5万 | 1.0万股 | $129.8万 | 1.1万股 | -476股-4.35% | 减仓 |
| SSEA SPONSORD ADSSE |
| 1.03% | 1.1% | $119.3万 | 1.2万股 | $107.7万 | 1.3万股 | -561股-4.31% | 减仓 |
 史赛克SYK |
| 0.96% | 1.22% | $110.5万 | 3,510股 | $118.8万 | 3,616股 | -106股-2.93% | 减仓 |
 强生JNJ |
| 0.9% | 1.09% | $103.4万 | 4,072股 | $106.5万 | 4,355股 | -283股-6.50% | 减仓 |
 HubSpotHUBS |
| 0.88% | 0.36% | $101.4万 | 5,554股 | $35.4万 | 1,448股 | +4,106股+283.56% | 加仓 |
