 英伟达NVDA |
| 11.29% | 12.1% | $2.06亿 | 103.1万股 | $1.83亿 | 104.9万股 | -1.8万股-1.74% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 7.94% | 4.89% | $1.45亿 | 41.0万股 | $7,394.9万 | 25.8万股 | +15.2万股+59.15% | 加仓 |
 苹果AAPL |
| 5.66% | 10.02% | $1.03亿 | 35.7万股 | $1.51亿 | 59.7万股 | -24.0万股-40.15% | 减仓 |
 博通AVGO |
| 4.61% | 4.67% | $8,419.1万 | 22.3万股 | $7,060.4万 | 22.8万股 | -5,240股-2.30% | 减仓 |
 CrowdStrikeCRWD |
| 4.28% | 0.67% | $7,818.9万 | 10.2万股 | $1,011.2万 | 2.6万股 | +7.7万股+295.63% | 加仓 |
 礼来LLY |
| 4.22% | 4.02% | $7,698.4万 | 6.4万股 | $6,084.3万 | 6.6万股 | -1,966股-2.97% | 减仓 |
 微软MSFT |
| 3.13% | 8.57% | $5,716.6万 | 15.3万股 | $1.30亿 | 35.0万股 | -19.7万股-56.23% | 减仓 |
 Meta平台META |
| 3.07% | 3.84% | $5,608.5万 | 10.0万股 | $5,811.5万 | 10.2万股 | -2,011股-1.98% | 减仓 |
 AMD超威AMD |
| 3.05% | — | $5,572.8万 | 9.6万股 | $0 | 0股 | +9.6万股 | 新买入 |
 美光科技MU |
| 2.95% | — | $5,378.4万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
 特斯拉TSLA |
| 2.8% | 2.29% | $5,107.7万 | 12.1万股 | $3,457.4万 | 9.3万股 | +2.8万股+30.57% | 加仓 |
 科磊KLAC |
| 1.97% | 1.8% | $3,591.2万 | 11.9万股 | $2,718.5万 | 1.8万股 | +10.1万股+544.68% | 加仓 |
 泛林集团LRCX |
| 1.78% | — | $3,252.6万 | 7.5万股 | $0 | 0股 | +7.5万股 | 新买入 |
 谷歌AGOOGL |
| 1.63% | 1.55% | $2,973.6万 | 8.3万股 | $2,344.8万 | 8.2万股 | +1,669股+2.05% | 加仓 |
 VisaV |
| 1.57% | 1.73% | $2,868.4万 | 8.4万股 | $2,616.2万 | 8.7万股 | -2,953股-3.41% | 减仓 |
 亚马逊AMZN |
| 1.34% | 4.81% | $2,449.5万 | 10.3万股 | $7,278.0万 | 34.9万股 | -24.7万股-70.59% | 减仓 |
 GE VernovaGEV |
| 1.27% | 1.11% | $2,313.1万 | 2.0万股 | $1,674.9万 | 1.9万股 | +500股+2.61% | 加仓 |
 卡特彼勒CAT |
| 1.21% | 0.64% | $2,210.2万 | 2.1万股 | $966.3万 | 1.4万股 | +7,116股+52.17% | 加仓 |
| SSANDISK COMSNDK |
| 1.17% | — | $2,128.7万 | 9,362股 | $0 | 0股 | +9,362股 | 新买入 |
 万事达MA |
| 1.16% | 1.4% | $2,112.5万 | 4.1万股 | $2,117.1万 | 4.2万股 | -1,239股-2.92% | 减仓 |
 HOWMET AEROSPACE COMHWM |
| 1.15% | 0.72% | $2,107.2万 | 7.8万股 | $1,082.7万 | 4.7万股 | +3.1万股+66.83% | 加仓 |
 好市多COST |
| 1.13% | 1.47% | $2,068.7万 | 2.2万股 | $2,229.8万 | 2.2万股 | -264股-1.18% | 减仓 |
 迈威尔MRVL |
| 1.04% | — | $1,906.5万 | 6.4万股 | $0 | 0股 | +6.4万股 | 新买入 |
 VertivVRT |
| 1.02% | 0.77% | $1,858.3万 | 5.6万股 | $1,168.7万 | 4.7万股 | +8,862股+19.00% | 加仓 |
| BBRIGHTSPRING HEALTH SVCSBTSG |
| 1% | 0.73% | $1,832.6万 | 26.3万股 | $1,107.9万 | 26.0万股 | +2,755股+1.06% | 加仓 |
 相干公司COHR |
| 0.91% | 0.67% | $1,655.9万 | 4.2万股 | $1,010.3万 | 4.2万股 | -434股-1.02% | 减仓 |
 QUANTA SVCSPWR |
| 0.86% | 0.84% | $1,567.0万 | 2.2万股 | $1,273.0万 | 2.3万股 | -1,424股-6.14% | 减仓 |
 CloudflareNET |
| 0.83% | 0.89% | $1,520.8万 | 6.2万股 | $1,351.0万 | 6.5万股 | -3,472股-5.30% | 减仓 |
| VVIAVI SOLUTIONSVIAV |
| 0.75% | 0.59% | $1,370.7万 | 28.7万股 | $887.6万 | 26.7万股 | +2.0万股+7.63% | 加仓 |
| KKULICKE & SOFFA INDSKLIC |
| 0.74% | 0.37% | $1,354.8万 | 10.1万股 | $562.9万 | 8.6万股 | +1.6万股+18.26% | 加仓 |
 天弘CLS |
| 0.71% | 1.02% | $1,288.5万 | 3.5万股 | $1,542.3万 | 5.5万股 | -1.9万股-35.49% | 减仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.65% | 0.18% | $1,188.0万 | 4.4万股 | $268.8万 | 2.9万股 | +1.5万股+52.53% | 加仓 |
 DatadogDDOG |
| 0.63% | 0.34% | $1,147.6万 | 4.4万股 | $520.2万 | 4.4万股 | +14股+0.03% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.62% | 0.6% | $1,124.5万 | 2.8万股 | $909.1万 | 2.9万股 | -264股-0.92% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.59% | 0.8% | $1,084.3万 | 11.8万股 | $1,209.6万 | 13.1万股 | -1.3万股-10.15% | 减仓 |
 万豪MAR |
| 0.58% | 0.07% | $1,067.3万 | 2.9万股 | $108.5万 | 3,316股 | +2.5万股+768.49% | 加仓 |
 史赛克SYK |
| 0.58% | 0.74% | $1,058.1万 | 3.4万股 | $1,113.6万 | 3.4万股 | -284股-0.84% | 减仓 |
| AAPPLOVINAPP |
| 0.56% | 0.53% | $1,018.5万 | 2.0万股 | $801.3万 | 2.0万股 | -367股-1.82% | 减仓 |
 帕兰提尔PLTR |
| 0.55% | 0.87% | $1,011.2万 | 8.7万股 | $1,317.1万 | 9.0万股 | -3,367股-3.74% | 减仓 |
 Bloom EnergyBE |
| 0.53% | 0.29% | $975.6万 | 3.2万股 | $438.2万 | 3.2万股 | -112股-0.35% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.51% | 0.33% | $929.6万 | 3.7万股 | $497.1万 | 3.3万股 | +3,570股+10.83% | 加仓 |
 AXON ENTERPRISEAXON |
| 0.5% | 0.46% | $921.4万 | 1.6万股 | $702.8万 | 1.7万股 | -113股-0.68% | 减仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.49% | 0.47% | $885.9万 | 3.5万股 | $710.2万 | 3.6万股 | -523股-1.45% | 减仓 |
 APPLIED OPTOELECTRONICSAAOI |
| 0.45% | 0.21% | $825.7万 | 5.6万股 | $321.4万 | 3.8万股 | +1.8万股+46.66% | 加仓 |
 直觉外科ISRG |
| 0.44% | 0.61% | $797.5万 | 2.0万股 | $927.0万 | 2.0万股 | -55股-0.27% | 减仓 |
 思科CSCO |
| 0.43% | 0.02% | $785.0万 | 6.7万股 | $24.5万 | 3,164股 | +6.4万股+2,012.20% | 加仓 |
| SSEMTECHSMTC |
| 0.41% | 0.22% | $746.0万 | 4.6万股 | $333.5万 | 4.3万股 | +2,720股+6.27% | 加仓 |
| EEVERUS CONSTRECG |
| 0.4% | 0.34% | $733.2万 | 4.4万股 | $510.8万 | 4.3万股 | +912股+2.11% | 加仓 |
 JFROGFROG |
| 0.4% | 0.09% | $733.0万 | 8.1万股 | $141.4万 | 3.0万股 | +5.1万股+167.75% | 加仓 |
 SITIMESITM |
| 0.35% | 0.28% | $648.3万 | 8,695股 | $420.9万 | 1.2万股 | -3,494股-28.67% | 减仓 |
