 谷歌AGOOGL |
| 14.54% | 15.67% | $2,686.3万 | 7.5万股 | $2,117.8万 | 7.4万股 | +1,522股+2.07% | 加仓 |
 美光科技MU |
| 14.44% | 5.68% | $2,668.0万 | 2.3万股 | $768.0万 | 2.3万股 | +381股+1.68% | 加仓 |
 英伟达NVDA |
| 13.94% | 15.66% | $2,576.8万 | 12.9万股 | $2,116.4万 | 12.1万股 | +7,431股+6.12% | 加仓 |
 微软MSFT |
| 11.16% | 12.22% | $2,063.2万 | 5.5万股 | $1,651.0万 | 4.5万股 | +1.1万股+24.01% | 加仓 |
 VisaV |
| 10.66% | 10.94% | $1,970.2万 | 5.7万股 | $1,478.0万 | 4.9万股 | +8,524股+17.43% | 加仓 |
 CHUBB LIMITEDCB |
| 10.45% | 9.85% | $1,931.6万 | 5.7万股 | $1,331.9万 | 4.1万股 | +1.6万股+38.73% | 加仓 |
 台积电TSM |
| 5.26% | 5.05% | $972.0万 | 2.0万股 | $682.1万 | 2.0万股 | +170股+0.84% | 加仓 |
 赛富时CRM |
| 4.62% | 5.82% | $853.2万 | 5.4万股 | $786.7万 | 4.2万股 | +1.2万股+29.22% | 加仓 |
 慧与HPEHPE |
| 4.4% | 3.18% | $813.7万 | 18.0万股 | $429.5万 | 18.0万股 | 00.00% | 持仓不变 |
 万豪MAR |
| 4.33% | 7.58% | $800.7万 | 2.2万股 | $1,024.8万 | 3.1万股 | -9,727股-31.04% | 减仓 |
| Q高通QCOM |
| 1.7% | 3.23% | $314.7万 | 1.7万股 | $436.9万 | 3.4万股 | -1.7万股-49.80% | 减仓 |
 博通AVGO |
| 1.44% | 1.62% | $266.8万 | 7,064股 | $218.6万 | 7,064股 | 00.00% | 持仓不变 |
 Markel Group Inc.MKL |
| 0.95% | 0.02% | $175.6万 | 899股 | $2.5万 | 13股 | +886股+6,815.38% | 加仓 |
 优步UBER |
| 0.62% | 0.57% | $115.5万 | 1.6万股 | $76.5万 | 1.1万股 | +5,370股+50.52% | 加仓 |
 财捷INTU |
| 0.46% | 0.55% | $85.7万 | 3,285股 | $74.8万 | 1,729股 | +1,556股+89.99% | 加仓 |
| FFiservFISV |
| 0.31% | 0.48% | $57.5万 | 1.2万股 | $65.4万 | 1.2万股 | 00.00% | 持仓不变 |
| FFUTU SPON ADS CL AFUTU |
| 0.26% | 0.24% | $48.0万 | 5,123股 | $32.8万 | 2,396股 | +2,727股+113.81% | 加仓 |
 Meta平台META |
| 0.21% | 0.28% | $39.3万 | 698股 | $37.7万 | 659股 | +39股+5.92% | 加仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 0.12% | 0.01% | $22.0万 | 957股 | $1.4万 | 64股 | +893股+1,395.31% | 加仓 |
 CienaCIEN |
| 0.07% | 0.07% | $12.1万 | 246股 | $9.6万 | 246股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.01% | 0.93% | $2.3万 | 80股 | $125.4万 | 4,943股 | -4,863股-98.38% | 减仓 |
 ADOBE COMADBE |
| 0.01% | 0.02% | $2.0万 | 97股 | $2.4万 | 97股 | 00.00% | 持仓不变 |
 标普全球SPGI |
| 0.01% | 0.01% | $1.7万 | 41股 | $1.7万 | 41股 | 00.00% | 持仓不变 |
 APPLIED OPTOELECTRONICSAAOI |
| 0.01% | — | $1.2万 | 80股 | $0 | 0股 | +80股 | 新买入 |
