 英伟达NVDA |
| 28.35% | 35.36% | $4,065.8万 | 20.3万股 | $3,741.3万 | 21.5万股 | -1.1万股-5.28% | 减仓 |
 AMD超威AMD |
| 15.24% | 7.46% | $2,184.8万 | 3.8万股 | $789.4万 | 3.9万股 | -1,194股-3.08% | 减仓 |
 博通AVGO |
| 11.79% | 14.17% | $1,691.0万 | 4.5万股 | $1,499.3万 | 4.8万股 | -3,675股-7.59% | 减仓 |
 礼来LLY |
| 6% | 6.3% | $860.4万 | 7,173股 | $666.6万 | 7,248股 | -75股-1.03% | 减仓 |
 迈威尔MRVL |
| 4.95% | 2.23% | $709.7万 | 2.4万股 | $236.0万 | 2.4万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 4.03% | 4.88% | $578.6万 | 2.4万股 | $516.0万 | 2.5万股 | -500股-2.02% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.96% | 4.15% | $567.4万 | 1.6万股 | $439.6万 | 1.5万股 | +735股+4.80% | 加仓 |
 美光科技MU |
| 3.94% | 1.57% | $565.6万 | 4,900股 | $165.7万 | 4,905股 | -5股-0.10% | 减仓 |
 应用材料AMAT |
| 3.03% | 1.97% | $433.8万 | 6,000股 | $208.5万 | 6,100股 | -100股-1.64% | 减仓 |
 苹果AAPL |
| 2.61% | 3.11% | $374.7万 | 1.3万股 | $328.7万 | 1.3万股 | 00.00% | 持仓不变 |
 好市多COST |
| 2.41% | 3.64% | $345.2万 | 3,690股 | $385.1万 | 3,865股 | -175股-4.53% | 减仓 |
 伊顿ETN |
| 1.93% | 2.03% | $276.7万 | 6,493股 | $215.1万 | 6,013股 | +480股+7.98% | 加仓 |
 CrowdStrikeCRWD |
| 1.78% | 1.19% | $254.7万 | 3,337股 | $125.6万 | 3,217股 | +120股+3.73% | 加仓 |
 微软MSFT |
| 1.66% | 2.25% | $237.8万 | 6,375股 | $238.4万 | 6,440股 | -65股-1.01% | 减仓 |
 GE VernovaGEV |
| 1.23% | 1.24% | $176.8万 | 1,505股 | $131.4万 | 1,505股 | 00.00% | 持仓不变 |
 Arista网络ANET |
| 1.18% | 1.24% | $169.9万 | 1.0万股 | $131.1万 | 1.1万股 | -680股-6.37% | 减仓 |
| T赛默飞世尔TMO |
| 1.02% | 1.36% | $146.9万 | 2,930股 | $144.0万 | 2,930股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.81% | 0.73% | $116.6万 | 1,095股 | $77.6万 | 1,095股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.77% | 1.14% | $110.7万 | 3,140股 | $120.7万 | 3,670股 | -530股-14.44% | 减仓 |
 康宁GLW |
| 0.6% | 0.43% | $86.0万 | 3,365股 | $45.8万 | 3,365股 | 00.00% | 持仓不变 |
 林德LIN |
| 0.4% | 0.52% | $57.1万 | 1,100股 | $54.5万 | 1,100股 | 00.00% | 持仓不变 |
| QQNITY ELECTRONICS COMMON STOCKQ |
| 0.36% | — | $51.9万 | 3,180股 | $0 | 0股 | +3,180股 | 新买入 |
 摩根大通JPM |
| 0.33% | 0.4% | $47.5万 | 1,450股 | $42.7万 | 1,450股 | 00.00% | 持仓不变 |
| CCOREWEAVE INC CLASS ACRWV |
| 0.29% | 0.26% | $41.0万 | 4,118股 | $27.8万 | 3,593股 | +525股+14.61% | 加仓 |
 ShopifySHOP |
| 0.23% | 0.32% | $32.5万 | 2,850股 | $33.8万 | 2,850股 | 00.00% | 持仓不变 |
 帕兰提尔PLTR |
| 0.21% | 0.36% | $30.3万 | 2,600股 | $38.0万 | 2,600股 | 00.00% | 持仓不变 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.21% | — | $29.8万 | 690股 | $0 | 0股 | +690股 | 新买入 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.19% | 0.26% | $27.6万 | 3,000股 | $27.7万 | 3,000股 | 00.00% | 持仓不变 |
 纽柯钢铁NUE |
| 0.19% | 0.2% | $27.3万 | 1,225股 | $20.7万 | 1,225股 | 00.00% | 持仓不变 |
 福泰制药VRTX |
| 0.15% | 0.2% | $21.1万 | 425股 | $21.2万 | 475股 | -50股-10.53% | 减仓 |
 摩根士丹利MS |
| 0.15% | — | $20.9万 | 1,000股 | $0 | 0股 | +1,000股 | 新买入 |
