 英伟达NVDA |
| 13.26% | 13.77% | $1,790.8万 | 8.9万股 | $1,560.6万 | 8.9万股 | +16股+0.02% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 10.35% | 4.5% | $1,398.1万 | 3.2万股 | $510.0万 | 3.1万股 | +1,328股+4.27% | 加仓 |
 台积电TSM |
| 7.05% | 4.48% | $952.6万 | 2.0万股 | $507.5万 | 1.5万股 | +4,930股+32.83% | 加仓 |
| SSPDR道富系列信托BIL |
| 6.05% | 6.26% | $816.7万 | 8.9万股 | $709.2万 | 7.7万股 | +1.2万股+15.16% | 加仓 |
 谷歌AGOOGL |
| 5.78% | 5.49% | $780.7万 | 2.2万股 | $622.5万 | 2.2万股 | +196股+0.91% | 加仓 |
 微软MSFT |
| 5.16% | 6.15% | $696.9万 | 1.9万股 | $696.7万 | 1.9万股 | -137股-0.73% | 减仓 |
 捷普JBL |
| 4.12% | 3.35% | $556.3万 | 1.4万股 | $379.9万 | 1.4万股 | +132股+0.92% | 加仓 |
 Meta平台META |
| 3.72% | 4.52% | $502.8万 | 8,927股 | $511.7万 | 8,944股 | -17股-0.19% | 减仓 |
 VertivVRT |
| 3.31% | 2.81% | $447.4万 | 1.3万股 | $318.4万 | 1.3万股 | +657股+5.17% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 3.29% | 3.6% | $444.7万 | 5.4万股 | $408.5万 | 4.9万股 | +4,439股+8.99% | 加仓 |
 QUANTA SVCSPWR |
| 3.13% | 2.74% | $422.1万 | 5,862股 | $310.0万 | 5,647股 | +215股+3.81% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 2.78% | 3.18% | $375.5万 | 6.5万股 | $360.8万 | 6.2万股 | +2,879股+4.67% | 加仓 |
 摩根士丹利MS |
| 2.73% | 2.07% | $369.0万 | 1.8万股 | $234.3万 | 1.4万股 | +3,416股+24.00% | 加仓 |
 联合健康UNH |
| 2.58% | 1.95% | $348.1万 | 8,376股 | $221.0万 | 8,167股 | +209股+2.56% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 2.09% | 2.03% | $281.8万 | 5.0万股 | $229.6万 | 4.9万股 | +568股+1.15% | 加仓 |
 VisaV |
| 1.99% | 2.07% | $269.0万 | 7,839股 | $234.7万 | 7,765股 | +74股+0.95% | 加仓 |
 洛克希德马丁LMT |
| 1.87% | 2.6% | $252.6万 | 4,958股 | $294.1万 | 4,866股 | +92股+1.89% | 加仓 |
 VERISK ANALYTICS COMVRSK |
| 1.77% | 2.21% | $239.7万 | 1.3万股 | $250.9万 | 1.3万股 | +127股+0.96% | 加仓 |
 MCKESSON COMMCK |
| 1.73% | 2.34% | $233.4万 | 3,089股 | $265.3万 | 3,066股 | +23股+0.75% | 加仓 |
 PHILIP MORRIS INTLPM |
| 1.72% | 1.82% | $232.5万 | 1.3万股 | $206.3万 | 1.2万股 | +375股+3.01% | 加仓 |
 特斯拉TSLA |
| 1.71% | 1.9% | $231.0万 | 5,493股 | $214.9万 | 5,782股 | -289股-5.00% | 减仓 |
 家得宝HD |
| 1.65% | 1.82% | $223.1万 | 6,326股 | $206.4万 | 6,275股 | +51股+0.81% | 加仓 |
 百事可乐PEP |
| 1.41% | 1.88% | $190.5万 | 1.4万股 | $212.6万 | 1.4万股 | +376股+2.75% | 加仓 |
 百时美施贵宝BMY |
| 1.36% | 1.64% | $184.1万 | 3.2万股 | $185.5万 | 3.1万股 | +1,371股+4.48% | 加仓 |
 汽车地带AZO |
| 1.2% | 1.5% | $162.7万 | 509股 | $170.2万 | 504股 | +5股+0.99% | 加仓 |
 HERSHEY COMHSY |
| 1.06% | 1.47% | $143.8万 | 8,194股 | $166.2万 | 7,993股 | +201股+2.51% | 加仓 |
 IDEXX LABS COMIDXX |
| 1.05% | 1.32% | $141.9万 | 2,696股 | $149.9万 | 2,667股 | +29股+1.09% | 加仓 |
 芝加哥期权交易所CBOE |
| 1.05% | 1.41% | $141.2万 | 5,817股 | $160.0万 | 5,693股 | +124股+2.18% | 加仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 1% | 0.62% | $135.2万 | 1.1万股 | $70.4万 | 6,319股 | +5,109股+80.85% | 加仓 |
| V先锋领航斯科茨代尔基金VGLT |
| 0.94% | 1.08% | $126.9万 | 2.3万股 | $122.5万 | 2.2万股 | +863股+3.90% | 加仓 |
 高露洁CL |
| 0.88% | 0.95% | $118.4万 | 1.3万股 | $107.6万 | 1.3万股 | +292股+2.31% | 加仓 |
 帕兰提尔PLTR |
| 0.52% | 0.78% | $70.7万 | 6,060股 | $87.9万 | 6,009股 | +51股+0.85% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.49% | 0.56% | $66.1万 | 1.1万股 | $64.0万 | 1.1万股 | +469股+4.36% | 加仓 |
 Arista网络ANET |
| 0.42% | — | $56.2万 | 3,311股 | $0 | 0股 | +3,311股 | 新买入 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.24% | — | $32.6万 | 1,199股 | $0 | 0股 | +1,199股 | 新买入 |
| AASTERA LABSALAB |
| 0.2% | — | $27.1万 | 562股 | $0 | 0股 | +562股 | 新买入 |
 美光科技MU |
| 0.17% | — | $22.4万 | 194股 | $0 | 0股 | +194股 | 新买入 |
| FFS KKR CAPFSK |
| 0.16% | 0.56% | $21.4万 | 2.0万股 | $63.2万 | 6.2万股 | -4.2万股-67.22% | 减仓 |
