 微软MSFT |
| 5.22% | 3.35% | $531.6万 | 1.4万股 | $479.4万 | 1.3万股 | +1,300股+10.04% | 加仓 |
 PALO ALTOPANW |
| 5.02% | 2.86% | $511.5万 | 1.5万股 | $409.6万 | 2.6万股 | -1.1万股-41.29% | 减仓 |
 Meta平台META |
| 4.29% | 3.49% | $436.5万 | 7,750股 | $500.6万 | 8,750股 | -1,000股-11.43% | 减仓 |
 英伟达NVDA |
| 4.03% | 2.5% | $410.2万 | 2.1万股 | $357.5万 | 2.1万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 3.86% | 2.4% | $393.3万 | 1.7万股 | $343.6万 | 1.7万股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 3.74% | 1.58% | $381.0万 | 7,600股 | $226.1万 | 4,600股 | +3,000股+65.22% | 加仓 |
| Q高通QCOM |
| 3.54% | 2.18% | $360.9万 | 2.0万股 | $311.6万 | 2.4万股 | -4,670股-19.30% | 减仓 |
 赛富时CRM |
| 3.46% | 2.82% | $352.5万 | 2.3万股 | $403.6万 | 2.2万股 | +880股+4.07% | 加仓 |
 CHARTER COMMUNICATIONSCHTR |
| 3.45% | 2.49% | $352.0万 | 2.5万股 | $356.2万 | 1.7万股 | +8,250股+50.00% | 加仓 |
 AMD超威AMD |
| 3.42% | 1.49% | $348.5万 | 6,000股 | $213.6万 | 1.1万股 | -4,500股-42.86% | 减仓 |
 OKTA CLASS AOKTA |
| 3.38% | 1.4% | $343.9万 | 2.5万股 | $200.7万 | 2.6万股 | -300股-1.18% | 减仓 |
 再生元REGN |
| 3.09% | 0.59% | $314.9万 | 5,050股 | $85.0万 | 1,100股 | +3,950股+359.09% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 3.09% | 2.04% | $314.6万 | 7.4万股 | $291.8万 | 4.7万股 | +2.7万股+58.49% | 加仓 |
 迈威尔MRVL |
| 3.07% | 2.36% | $312.8万 | 1.1万股 | $338.8万 | 3.4万股 | -2.4万股-69.30% | 减仓 |
 ServiceNowNOW |
| 3.07% | 1.85% | $312.7万 | 3.2万股 | $265.6万 | 2.5万股 | +6,100股+24.02% | 加仓 |
| EENERGY TRANSFER L PET |
| 2.89% | 2.55% | $294.4万 | 15.4万股 | $364.8万 | 18.9万股 | -3.5万股-18.52% | 减仓 |
 ZOETIS CL AZTS |
| 2.68% | 1.16% | $273.1万 | 3.8万股 | $165.5万 | 1.4万股 | +2.4万股+171.43% | 加仓 |
| CCHEWY CL ACHWY |
| 2.57% | 2.1% | $262.3万 | 13.4万股 | $301.1万 | 11.2万股 | +2.2万股+19.73% | 加仓 |
 道富·CORP COMSTT |
| 2.33% | 1.4% | $237.4万 | 1.4万股 | $201.2万 | 1.6万股 | -1,900股-11.95% | 减仓 |
| BBANK OF AMERBAC |
| 2.24% | 1.36% | $227.9万 | 4.0万股 | $195.0万 | 4.0万股 | 00.00% | 持仓不变 |
 VisaV |
| 2.02% | 1.27% | $205.9万 | 6,000股 | $181.3万 | 6,000股 | 00.00% | 持仓不变 |
 万事达MA |
| 2.02% | 1.26% | $205.4万 | 4,000股 | $179.9万 | 3,600股 | +400股+11.11% | 加仓 |
| IIBMIBM |
| 1.99% | 1.02% | $202.5万 | 7,200股 | $145.4万 | 6,000股 | +1,200股+20.00% | 加仓 |
 苹果AAPL |
| 1.92% | 1.33% | $195.3万 | 6,750股 | $190.3万 | 7,500股 | -750股-10.00% | 减仓 |
 康菲石油COP |
| 1.73% | 1.57% | $176.7万 | 1.7万股 | $224.4万 | 1.7万股 | 00.00% | 持仓不变 |
 CRISPR THERAPEUTICSCRSP |
| 1.64% | — | $166.7万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
 NateraNTRA |
| 1.6% | 0.84% | $162.9万 | 6,000股 | $120.0万 | 6,000股 | 00.00% | 持仓不变 |
 博通AVGO |
| 1.48% | 0.97% | $151.1万 | 4,000股 | $139.3万 | 4,500股 | -500股-11.11% | 减仓 |
 T-MOBILE US COMTMUS |
| 1.48% | 0.88% | $151.0万 | 9,000股 | $126.0万 | 6,000股 | +3,000股+50.00% | 加仓 |
 EQTEQT |
| 1.46% | 1.24% | $148.9万 | 2.8万股 | $178.2万 | 2.8万股 | 00.00% | 持仓不变 |
 戴蒙德能源FANG |
| 1.21% | 0.97% | $123.0万 | 7,000股 | $138.5万 | 7,000股 | 00.00% | 持仓不变 |
 ANTERO RESOURCESAR |
| 1.21% | 0.86% | $123.0万 | 3.5万股 | $123.1万 | 2.9万股 | +6,000股+20.69% | 加仓 |
 GE VernovaGEV |
| 1.15% | — | $117.5万 | 1,000股 | $0 | 0股 | +1,000股 | 新买入 |
 CYTOKINETICSCYTK |
| 1.06% | 0.23% | $108.5万 | 1.3万股 | $33.0万 | 5,000股 | +7,731股+154.62% | 加仓 |
 可口可乐KO |
| 1.05% | 1.75% | $107.3万 | 1.3万股 | $251.0万 | 3.3万股 | -2.0万股-60.00% | 减仓 |
| C花旗集团C |
| 0.96% | 1.09% | $98.0万 | 7,000股 | $155.9万 | 1.4万股 | -6,750股-49.09% | 减仓 |
 RIGETTI COMPUTINGRGTI |
| 0.92% | 1.18% | $93.9万 | 4.9万股 | $168.5万 | 12.0万股 | -7.1万股-59.50% | 减仓 |
| AAT&TT |
| 0.81% | 2.02% | $82.8万 | 4.0万股 | $289.2万 | 10.0万股 | -6.0万股-59.90% | 减仓 |
 阿里巴巴BABA |
| 0.75% | 0.35% | $76.8万 | 8,000股 | $50.2万 | 4,000股 | +4,000股+100.00% | 加仓 |
| OOVINTIV COMOVV |
| 0.72% | 0.58% | $73.7万 | 1.4万股 | $83.1万 | 1.4万股 | 00.00% | 持仓不变 |
| DD-WAVE QUANTUMQBTS |
| 0.71% | 0.3% | $72.0万 | 3.0万股 | $43.3万 | 3.0万股 | 00.00% | 持仓不变 |
| IIONQIONQ |
| 0.65% | 0.4% | $66.6万 | 1.3万股 | $57.7万 | 2.0万股 | -7,500股-37.50% | 减仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.57% | 2.21% | $57.8万 | 1.0万股 | $317.0万 | 5.5万股 | -4.5万股-81.82% | 减仓 |
 Targa资源TRGP |
| 0.53% | 0.35% | $53.6万 | 2,000股 | $50.1万 | 2,000股 | 00.00% | 持仓不变 |
 ADOBE COMADBE |
| 0.5% | 2.26% | $51.3万 | 2,500股 | $323.3万 | 1.3万股 | -1.1万股-81.20% | 减仓 |
 德文能源DVN |
| 0.41% | 0.35% | $41.3万 | 1.0万股 | $50.3万 | 1.0万股 | 00.00% | 持仓不变 |
 霍尼韦尔HON |
| 0.26% | 0.38% | $26.9万 | 1,200股 | $54.2万 | 2,400股 | -1,200股-50.00% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.26% | — | $26.5万 | 1,200股 | $0 | 0股 | +1,200股 | 新买入 |
 沃尔玛WMT |
| 0.11% | 0.09% | $11.3万 | 1,000股 | $12.4万 | 1,000股 | 00.00% | 持仓不变 |
 ROYALTY PHARMARPRX |
| 0.11% | — | $11.2万 | 2,000股 | $0 | 0股 | +2,000股 | 新买入 |
