 英特尔INTC |
| 7.08% | 4.42% | $2.82亿 | 202.2万股 | $1.48亿 | 335.7万股 | -133.5万股-39.77% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.88% | 4.91% | $1.95亿 | 55.1万股 | $1.65亿 | 57.4万股 | -2.3万股-3.97% | 减仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 4.32% | 4.87% | $1.72亿 | 145.6万股 | $1.63亿 | 146.3万股 | -6,911股-0.47% | 减仓 |
 T-MOBILE US COMTMUS |
| 3.88% | 3.61% | $1.55亿 | 92.3万股 | $1.21亿 | 57.6万股 | +34.7万股+60.32% | 加仓 |
 嘉信理财SCHW |
| 3.87% | 4.37% | $1.55亿 | 167.5万股 | $1.46亿 | 155.7万股 | +11.8万股+7.59% | 加仓 |
 微软MSFT |
| 3.71% | 4.19% | $1.48亿 | 39.7万股 | $1.40亿 | 37.9万股 | +1.8万股+4.64% | 加仓 |
 英伟达NVDA |
| 3.42% | 1.7% | $1.37亿 | 68.3万股 | $5,694.4万 | 32.7万股 | +35.6万股+109.09% | 加仓 |
 MERCADOLIBRE COMMELI |
| 3.16% | 3.04% | $1.26亿 | 7.4万股 | $1.02亿 | 5.9万股 | +1.5万股+26.34% | 加仓 |
 优步UBER |
| 3.12% | 2.67% | $1.24亿 | 172.4万股 | $8,933.2万 | 124.2万股 | +48.2万股+38.83% | 加仓 |
 AIRBNB COM CL AABNB |
| 2.79% | 2.85% | $1.11亿 | 77.9万股 | $9,541.2万 | 75.6万股 | +2.3万股+3.07% | 加仓 |
 贝莱德·INC COMBLK |
| 2.69% | 3.19% | $1.07亿 | 11.1万股 | $1.07亿 | 11.1万股 | +586股+0.53% | 加仓 |
 AERCAP SHSAER |
| 2.66% | 3.44% | $1.06亿 | 72.7万股 | $1.15亿 | 83.9万股 | -11.2万股-13.33% | 减仓 |
 CHUBB LIMITEDCB |
| 2.65% | 3.01% | $1.06亿 | 31.0万股 | $1.01亿 | 30.9万股 | +707股+0.23% | 加仓 |
 AON SHS CL AAON |
| 2.63% | 2.62% | $1.05亿 | 31.7万股 | $8,779.7万 | 27.2万股 | +4.5万股+16.37% | 加仓 |
 阿里巴巴BABA |
| 2.26% | 3.25% | $9,008.0万 | 93.9万股 | $1.09亿 | 86.7万股 | +7.1万股+8.24% | 加仓 |
 ServiceNowNOW |
| 2.21% | 1.94% | $8,829.3万 | 88.9万股 | $6,506.7万 | 62.2万股 | +26.7万股+42.90% | 加仓 |
 COMCAST NEW CL ACMCSA |
| 2.16% | 3% | $8,625.9万 | 351.4万股 | $1.00亿 | 349.6万股 | +1.8万股+0.50% | 加仓 |
 亚马逊AMZN |
| 2.07% | 1.86% | $8,239.4万 | 34.6万股 | $6,226.3万 | 29.9万股 | +4.7万股+15.64% | 加仓 |
 应用材料AMAT |
| 2.05% | 2.35% | $8,160.9万 | 11.3万股 | $7,877.0万 | 23.0万股 | -11.8万股-51.02% | 减仓 |
 博通AVGO |
| 2.01% | 0.95% | $8,009.2万 | 21.2万股 | $3,188.0万 | 10.3万股 | +10.9万股+105.85% | 加仓 |
 艺康ECL |
| 1.97% | 2.56% | $7,856.2万 | 28.1万股 | $8,583.5万 | 32.2万股 | -4.1万股-12.79% | 减仓 |
 甲骨文ORCL |
| 1.91% | 2.16% | $7,639.3万 | 52.1万股 | $7,225.5万 | 49.1万股 | +3.0万股+6.13% | 加仓 |
 VisaV |
| 1.8% | 1.9% | $7,176.0万 | 20.9万股 | $6,354.7万 | 21.0万股 | -1,095股-0.52% | 减仓 |
 赛富时CRM |
| 1.79% | 2.47% | $7,159.9万 | 45.7万股 | $8,269.1万 | 44.3万股 | +1.4万股+3.17% | 加仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 1.66% | 1.55% | $6,613.4万 | 26.5万股 | $5,191.2万 | 26.3万股 | +1,714股+0.65% | 加仓 |
 Meta平台META |
| 1.65% | 1.75% | $6,589.0万 | 11.7万股 | $5,868.2万 | 10.3万股 | +1.4万股+14.04% | 加仓 |
 VIPSHOP HOLDINGS LTDVIPS |
| 1.52% | 2.09% | $6,046.3万 | 456.0万股 | $6,981.2万 | 444.1万股 | +11.9万股+2.68% | 加仓 |
 LAS VEGAS SANDS COMLVS |
| 1.49% | 2.06% | $5,943.9万 | 128.7万股 | $6,899.8万 | 128.1万股 | +6,243股+0.49% | 加仓 |
| WWYNDHAM HOTELS & RESORTSWH |
| 1.45% | 1.36% | $5,783.3万 | 68.7万股 | $4,538.9万 | 55.9万股 | +12.8万股+22.91% | 加仓 |
 AMD超威AMD |
| 1.43% | 0.93% | $5,714.4万 | 9.8万股 | $3,119.6万 | 15.3万股 | -5.5万股-35.85% | 减仓 |
 VistraVST |
| 1.41% | — | $5,613.9万 | 35.4万股 | $0 | 0股 | +35.4万股 | 新买入 |
 ZOETIS CL AZTS |
| 1.37% | 0.29% | $5,455.3万 | 75.9万股 | $978.0万 | 8.3万股 | +67.6万股+817.62% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 1.33% | 1.58% | $5,303.7万 | 43.1万股 | $5,300.7万 | 33.7万股 | +9.4万股+27.83% | 加仓 |
 标普全球SPGI |
| 1.32% | 0.89% | $5,268.7万 | 12.9万股 | $2,980.4万 | 7.0万股 | +5.9万股+84.63% | 加仓 |
 迪尔DE |
| 1.28% | 1.37% | $5,116.9万 | 8.1万股 | $4,586.2万 | 8.1万股 | -750股-0.92% | 减仓 |
 PALO ALTOPANW |
| 1.1% | 0.74% | $4,392.3万 | 12.9万股 | $2,481.8万 | 15.5万股 | -2.6万股-16.80% | 减仓 |
 ADOBE COMADBE |
| 1.06% | 1.51% | $4,244.9万 | 20.7万股 | $5,041.2万 | 20.7万股 | -340股-0.16% | 减仓 |
 AGILENT TECHNOLOGIES COMA |
| 1.06% | — | $4,232.0万 | 31.9万股 | $0 | 0股 | +31.9万股 | 新买入 |
| AAMRIZE SHSAMRZ |
| 1.02% | 0.98% | $4,052.5万 | 76.0万股 | $3,285.6万 | 58.7万股 | +17.4万股+29.64% | 加仓 |
 迪士尼DIS |
| 0.99% | 1.16% | $3,943.7万 | 41.0万股 | $3,890.2万 | 40.4万股 | +6,100股+1.51% | 加仓 |
 联合健康UNH |
| 0.79% | 0.79% | $3,149.4万 | 7.6万股 | $2,659.1万 | 9.8万股 | -2.2万股-22.89% | 减仓 |
 CorpayCPAY |
| 0.66% | 0.69% | $2,637.8万 | 7.9万股 | $2,303.2万 | 7.9万股 | 00.00% | 持仓不变 |
 捷迈邦美ZBH |
| 0.64% | 0.88% | $2,556.9万 | 29.7万股 | $2,957.9万 | 32.7万股 | -3.0万股-9.21% | 减仓 |
 NETFLIXNFLX |
| 0.63% | 0.84% | $2,531.8万 | 35.5万股 | $2,801.8万 | 29.1万股 | +6.3万股+21.69% | 加仓 |
 黑石集团BX |
| 0.61% | 0.78% | $2,449.4万 | 20.8万股 | $2,623.7万 | 22.8万股 | -2.0万股-8.77% | 减仓 |
 固安捷GWW |
| 0.61% | 0.7% | $2,444.0万 | 1.8万股 | $2,343.6万 | 2.1万股 | -3,520股-16.38% | 减仓 |
 PinterestPINS |
| 0.46% | 0.58% | $1,817.4万 | 86.4万股 | $1,944.3万 | 106.0万股 | -19.6万股-18.48% | 减仓 |
 NVIDIANVDA |
| 0.38% | — | $1,530.7万 | 7.7万股 | $0 | 0股 | +7.7万股 | 新买入 |
 雪佛龙CVX |
| 0.37% | 0.89% | $1,462.3万 | 8.8万股 | $2,976.8万 | 14.4万股 | -5.6万股-38.69% | 减仓 |
 财捷INTU |
| 0.36% | 0.64% | $1,436.8万 | 5.5万股 | $2,140.3万 | 5.0万股 | +5,550股+11.21% | 加仓 |
