 优步UBER |
| 8.73% | 2.66% | $1,374.0万 | 19.0万股 | $357.2万 | 5.0万股 | +14.1万股+283.44% | 加仓 |
 微软MSFT |
| 5.69% | 5.69% | $895.0万 | 2.4万股 | $763.5万 | 2.1万股 | +3,367股+16.32% | 加仓 |
 Meta平台META |
| 5.37% | 5.88% | $845.3万 | 1.5万股 | $789.0万 | 1.4万股 | +1,216股+8.82% | 加仓 |
 BOOKING COMBKNG |
| 5.17% | — | $814.4万 | 4.6万股 | $0 | 0股 | +4.6万股 | 新买入 |
 芝加哥商品交易所CME |
| 4.22% | — | $664.2万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 宝洁PG |
| 4.12% | 2.04% | $648.8万 | 4.4万股 | $273.3万 | 1.9万股 | +2.5万股+133.85% | 加仓 |
 英伟达NVDA |
| 3.67% | 3.03% | $578.2万 | 2.9万股 | $407.0万 | 2.3万股 | +5,557股+23.81% | 加仓 |
 TransDigmTDG |
| 2.82% | 2.51% | $443.4万 | 3,329股 | $337.4万 | 2,911股 | +418股+14.36% | 加仓 |
 自由港麦克莫兰FCX |
| 2.49% | 2.73% | $392.7万 | 6.2万股 | $367.0万 | 6.2万股 | 00.00% | 持仓不变 |
| B巴里克黄金GOLD |
| 2.09% | 2.72% | $328.4万 | 9.0万股 | $365.5万 | 9.0万股 | 00.00% | 持仓不变 |
 EquinixEQIX |
| 1.99% | 2.75% | $313.7万 | 3,009股 | $368.7万 | 3,761股 | -752股-19.99% | 减仓 |
 PALO ALTOPANW |
| 1.92% | 1.4% | $301.8万 | 8,849股 | $187.8万 | 1.2万股 | -2,864股-24.45% | 减仓 |
 应用材料AMAT |
| 1.89% | 0.81% | $297.1万 | 4,109股 | $108.7万 | 3,180股 | +929股+29.21% | 加仓 |
 亚马逊AMZN |
| 1.87% | 2.5% | $293.6万 | 1.2万股 | $335.6万 | 1.6万股 | -3,799股-23.57% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 1.74% | 1.07% | $273.8万 | 1.1万股 | $143.8万 | 9,532股 | +1,228股+12.88% | 加仓 |
 Arista网络ANET |
| 1.73% | 1.43% | $272.5万 | 1.6万股 | $191.6万 | 1.6万股 | +431股+2.76% | 加仓 |
| OONTO INNOVATIONONTO |
| 1.71% | — | $268.6万 | 7,098股 | $0 | 0股 | +7,098股 | 新买入 |
 高露洁CL |
| 1.67% | 0.55% | $262.1万 | 2.9万股 | $73.5万 | 8,618股 | +2.0万股+231.70% | 加仓 |
 台积电TSM |
| 1.59% | 1.48% | $250.3万 | 5,241股 | $198.7万 | 5,881股 | -640股-10.88% | 减仓 |
| RRUBRIK INC CLASS ARBRK |
| 1.54% | 0.74% | $242.4万 | 3.0万股 | $99.2万 | 2.0万股 | +9,936股+49.03% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 1.53% | 0.95% | $240.7万 | 6,413股 | $127.1万 | 4,574股 | +1,839股+40.21% | 加仓 |
 CARRIER GLOBALCARR |
| 1.52% | 1.09% | $239.1万 | 3.3万股 | $146.9万 | 2.6万股 | +6,513股+24.97% | 加仓 |
 AMD超威AMD |
| 1.51% | 0.66% | $237.4万 | 4,086股 | $89.0万 | 4,374股 | -288股-6.58% | 减仓 |
 DatadogDDOG |
| 1.42% | 1.3% | $223.7万 | 8,591股 | $173.9万 | 1.5万股 | -6,141股-41.68% | 减仓 |
 特灵科技TT |
| 1.32% | 0.77% | $208.3万 | 4,241股 | $103.8万 | 2,490股 | +1,751股+70.32% | 加仓 |
 博通AVGO |
| 1.31% | 1.45% | $206.6万 | 5,468股 | $195.1万 | 6,302股 | -834股-13.23% | 减仓 |
 雪佛龙CVX |
| 1.3% | 8.27% | $204.2万 | 1.2万股 | $1,110.2万 | 5.4万股 | -4.1万股-77.04% | 减仓 |
 安费诺APH |
| 1.27% | 0.73% | $200.3万 | 1.1万股 | $98.3万 | 7,781股 | +3,577股+45.97% | 加仓 |
 谷歌AGOOGL |
| 1.2% | 0.95% | $188.2万 | 5,267股 | $127.9万 | 4,447股 | +820股+18.44% | 加仓 |
 科磊KLAC |
| 1.17% | 0.84% | $184.6万 | 6,120股 | $113.1万 | 768股 | +5,352股+696.88% | 加仓 |
| DDYNATRACEDT |
| 1.08% | 1.07% | $170.7万 | 3.9万股 | $143.8万 | 3.9万股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 1.07% | — | $168.8万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 新思科技SNPS |
| 0.98% | 0.85% | $153.8万 | 3,447股 | $113.7万 | 2,867股 | +580股+20.23% | 加仓 |
 艾伯维ABBV |
| 0.94% | 0.82% | $147.8万 | 5,873股 | $110.0万 | 5,060股 | +813股+16.07% | 加仓 |
 HEICOHEI |
| 0.93% | 2.73% | $146.0万 | 4,099股 | $366.5万 | 1.3万股 | -9,267股-69.33% | 减仓 |
 VertivVRT |
| 0.92% | — | $144.5万 | 4,316股 | $0 | 0股 | +4,316股 | 新买入 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.91% | — | $142.8万 | 3,110股 | $0 | 0股 | +3,110股 | 新买入 |
 恩智浦NXPI |
| 0.9% | 0.08% | $141.6万 | 5,039股 | $10.8万 | 550股 | +4,489股+816.18% | 加仓 |
| IIBMIBM |
| 0.85% | 0.7% | $133.8万 | 4,759股 | $93.8万 | 3,868股 | +891股+23.04% | 加仓 |
 家得宝HD |
| 0.81% | 0.75% | $126.9万 | 3,597股 | $100.2万 | 3,048股 | +549股+18.01% | 加仓 |
 ServiceNowNOW |
| 0.72% | 0.89% | $113.7万 | 1.1万股 | $119.7万 | 1.1万股 | +2股+0.02% | 加仓 |
 阿斯利康AZN |
| 0.72% | 0.74% | $113.1万 | 6,063股 | $99.5万 | 5,127股 | +936股+18.26% | 加仓 |
 可口可乐KO |
| 0.68% | 0.75% | $107.0万 | 1.3万股 | $100.1万 | 1.3万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.68% | 8.02% | $106.6万 | 7,799股 | $1,077.2万 | 6.3万股 | -5.6万股-87.72% | 减仓 |
 百事可乐PEP |
| 0.65% | 1.01% | $101.6万 | 7,500股 | $135.6万 | 8,732股 | -1,232股-14.11% | 减仓 |
 贝莱德·INC COMBLK |
| 0.64% | 0.63% | $100.8万 | 1,048股 | $84.9万 | 883股 | +165股+18.69% | 加仓 |
| N新纪元能源NEE |
| 0.63% | 0.78% | $98.5万 | 1.1万股 | $104.2万 | 1.1万股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 0.61% | 0.72% | $95.3万 | 3,196股 | $96.5万 | 4,973股 | -1,777股-35.73% | 减仓 |
 帕卡PCAR |
| 0.59% | — | $92.5万 | 7,697股 | $0 | 0股 | +7,697股 | 新买入 |
 AMGEN COMAMGN |
| 0.58% | 0.66% | $90.5万 | 2,500股 | $88.0万 | 2,500股 | 00.00% | 持仓不变 |
