 GE VernovaGEV |
| 11.2% | 13.44% | $1,468.6万 | 1.3万股 | $1,091.1万 | 1.3万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 9.15% | 12.89% | $1,200.5万 | 6.0万股 | $1,046.4万 | 6.0万股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 8.52% | 5.98% | $1,117.0万 | 8.0万股 | $485.4万 | 11.0万股 | -3.0万股-27.27% | 减仓 |
 礼来LLY |
| 8.23% | 10.19% | $1,079.5万 | 9,000股 | $827.8万 | 9,000股 | 00.00% | 持仓不变 |
| RROCKET LAB COMRKLB |
| 7.75% | 7.91% | $1,016.5万 | 10.0万股 | $642.2万 | 10.0万股 | 00.00% | 持仓不变 |
 Arm控股ARM |
| 7.3% | 3.73% | $957.3万 | 2.7万股 | $302.6万 | 2.0万股 | +7,000股+35.00% | 加仓 |
 RobinhoodHOOD |
| 6.5% | — | $852.4万 | 8.5万股 | $0 | 0股 | +8.5万股 | 新买入 |
 SPHERE ENTERTAINMENTSPHR |
| 6.07% | 5.21% | $795.9万 | 4.6万股 | $422.6万 | 3.6万股 | +1.0万股+27.78% | 加仓 |
 TwilioTWLO |
| 5.03% | — | $660.3万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
| CCARVANA CL ACVNA |
| 4.52% | — | $592.4万 | 9.0万股 | $0 | 0股 | +9.0万股 | 新买入 |
 帕兰提尔PLTR |
| 4.45% | 9.01% | $583.4万 | 5.0万股 | $731.4万 | 5.0万股 | 00.00% | 持仓不变 |
 新思科技SNPS |
| 4.42% | — | $579.9万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 亚马逊AMZN |
| 4.36% | 6.75% | $572.0万 | 2.4万股 | $547.8万 | 2.6万股 | -2,300股-8.75% | 减仓 |
 微软MSFT |
| 4.27% | 4.83% | $559.5万 | 1.5万股 | $392.4万 | 1.1万股 | +4,400股+41.51% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 2.28% | — | $298.4万 | 6,500股 | $0 | 0股 | +6,500股 | 新买入 |
| TTERADYNETER |
| 2.21% | — | $290.3万 | 6,000股 | $0 | 0股 | +6,000股 | 新买入 |
 CloudflareNET |
| 2.15% | — | $282.1万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 Guardant HealthGH |
| 1.6% | — | $210.0万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
