 博通AVGO |
| 5.33% | 4.84% | $3.76亿 | 99.6万股 | $2.96亿 | 95.5万股 | +4.1万股+4.28% | 加仓 |
 英伟达NVDA |
| 4.65% | 4.57% | $3.29亿 | 164.3万股 | $2.79亿 | 160.2万股 | +4.1万股+2.56% | 加仓 |
 Meta平台META |
| 4.51% | 5.11% | $3.19亿 | 56.6万股 | $3.12亿 | 54.5万股 | +2.0万股+3.69% | 加仓 |
 特斯拉TSLA |
| 3.62% | 3.37% | $2.56亿 | 60.8万股 | $2.06亿 | 55.4万股 | +5.4万股+9.82% | 加仓 |
 微软MSFT |
| 3.33% | 4.22% | $2.35亿 | 63.0万股 | $2.58亿 | 69.6万股 | -6.6万股-9.43% | 减仓 |
 美光科技MU |
| 2.88% | 1.04% | $2.03亿 | 17.6万股 | $6,342.2万 | 18.8万股 | -1.2万股-6.13% | 减仓 |
 谷歌AGOOGL |
| 2.66% | 2.39% | $1.88亿 | 52.6万股 | $1.46亿 | 50.8万股 | +1.7万股+3.37% | 加仓 |
 阿斯利康AZN |
| 2.65% | 2.92% | $1.87亿 | 99.7万股 | $1.78亿 | 91.5万股 | +8.2万股+8.94% | 加仓 |
 礼来LLY |
| 2.61% | 2.27% | $1.85亿 | 15.4万股 | $1.38亿 | 15.0万股 | +3,399股+2.26% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.46% | 2.27% | $1.74亿 | 49.2万股 | $1.39亿 | 48.4万股 | +7,702股+1.59% | 加仓 |
 亚马逊AMZN |
| 2.45% | 2.13% | $1.73亿 | 72.6万股 | $1.30亿 | 62.6万股 | +10.0万股+15.97% | 加仓 |
 科磊KLAC |
| 1.93% | 0.81% | $1.36亿 | 45.1万股 | $4,935.5万 | 3.4万股 | +41.7万股+1,244.83% | 加仓 |
 ROYAL CARIBBEANRCL |
| 1.84% | 1.77% | $1.30亿 | 40.8万股 | $1.08亿 | 39.3万股 | +1.5万股+3.82% | 加仓 |
 PHILIP MORRIS INTLPM |
| 1.81% | 1.85% | $1.28亿 | 70.8万股 | $1.13亿 | 68.3万股 | +2.6万股+3.77% | 加仓 |
 苹果AAPL |
| 1.58% | 1.23% | $1.11亿 | 38.5万股 | $7,524.2万 | 29.6万股 | +8.8万股+29.75% | 加仓 |
 福泰制药VRTX |
| 1.48% | 1.53% | $1.05亿 | 21.1万股 | $9,327.4万 | 20.9万股 | +1,836股+0.88% | 加仓 |
 ShopifySHOP |
| 1.4% | 1.5% | $9,903.2万 | 86.7万股 | $9,183.0万 | 77.4万股 | +9.3万股+12.04% | 加仓 |
 GE航空GE |
| 1.38% | 1.24% | $9,734.8万 | 26.0万股 | $7,546.5万 | 26.6万股 | -5,461股-2.05% | 减仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 1.32% | 1.84% | $9,354.4万 | 120.3万股 | $1.13亿 | 122.3万股 | -2.0万股-1.64% | 减仓 |
 VisaV |
| 1.32% | 1.31% | $9,308.4万 | 27.1万股 | $8,004.2万 | 26.5万股 | +6,480股+2.45% | 加仓 |
 阿斯麦ASML |
| 1.27% | 0.91% | $8,938.4万 | 4.5万股 | $5,557.0万 | 4.2万股 | +2,857股+6.79% | 加仓 |
 英特尔INTC |
| 1.22% | 0.19% | $8,610.7万 | 61.7万股 | $1,163.1万 | 26.4万股 | +35.3万股+133.98% | 加仓 |
 迪尔DE |
| 1.18% | 0.88% | $8,333.0万 | 13.1万股 | $5,379.9万 | 9.6万股 | +3.6万股+37.55% | 加仓 |
 WELLTOWER COMWELL |
| 1.1% | 0.77% | $7,799.0万 | 34.4万股 | $4,728.6万 | 23.9万股 | +10.4万股+43.67% | 加仓 |
 台积电TSM |
| 1.1% | 0.9% | $7,754.4万 | 16.2万股 | $5,494.2万 | 16.3万股 | -203股-0.12% | 减仓 |
 CloudflareNET |
| 1.07% | 0.94% | $7,574.5万 | 30.9万股 | $5,755.9万 | 27.9万股 | +3.0万股+10.70% | 加仓 |
 安费诺APH |
| 1.05% | 0.76% | $7,394.9万 | 41.9万股 | $4,638.6万 | 36.7万股 | +5.2万股+14.24% | 加仓 |
 星巴克SBUX |
| 1.02% | 1.03% | $7,217.4万 | 70.6万股 | $6,300.1万 | 70.3万股 | +3,059股+0.44% | 加仓 |
 好市多COST |
| 0.93% | 1.11% | $6,544.3万 | 7.0万股 | $6,801.2万 | 6.8万股 | +1,701股+2.49% | 加仓 |
 ROYALTY PHARMARPRX |
| 0.85% | 0.82% | $6,033.5万 | 107.6万股 | $5,028.2万 | 104.8万股 | +2.8万股+2.66% | 加仓 |
 摩根大通JPM |
| 0.78% | 0.81% | $5,540.9万 | 16.9万股 | $4,928.2万 | 16.8万股 | +1,739股+1.04% | 加仓 |
 万事达MA |
| 0.78% | 0.88% | $5,523.7万 | 10.8万股 | $5,361.3万 | 10.7万股 | +249股+0.23% | 加仓 |
 MERCADOLIBRE COMMELI |
| 0.76% | 1.01% | $5,360.7万 | 3.2万股 | $6,161.2万 | 3.6万股 | -4,052股-11.37% | 减仓 |
| C花旗集团C |
| 0.73% | 0.76% | $5,120.1万 | 36.6万股 | $4,624.6万 | 40.8万股 | -4.2万股-10.29% | 减仓 |
 NETFLIXNFLX |
| 0.72% | 0.96% | $5,063.7万 | 70.9万股 | $5,880.5万 | 61.2万股 | +9.8万股+15.96% | 加仓 |
| RRYANAIR HOLDINGS PLC SPONSORED ADRRYAAY |
| 0.71% | 0.72% | $5,030.4万 | 77.7万股 | $4,404.1万 | 76.2万股 | +1.5万股+1.96% | 加仓 |
| BBEONE MEDICINESONC |
| 0.71% | 0.85% | $5,002.4万 | 17.6万股 | $5,163.7万 | 17.4万股 | +1,663股+0.96% | 加仓 |
 直觉外科ISRG |
| 0.7% | 0.91% | $4,940.2万 | 12.4万股 | $5,571.7万 | 12.1万股 | +3,363股+2.78% | 加仓 |
 RESTAURANT BRANDS INTLQSR |
| 0.68% | 0.79% | $4,833.5万 | 66.7万股 | $4,808.9万 | 65.1万股 | +1.6万股+2.44% | 加仓 |
 林德LIN |
| 0.68% | 0.81% | $4,832.3万 | 9.3万股 | $4,917.7万 | 9.9万股 | -6,076股-6.13% | 减仓 |
| BBANK OF AMERBAC |
| 0.67% | 1.08% | $4,730.7万 | 83.0万股 | $6,612.1万 | 135.6万股 | -52.6万股-38.79% | 减仓 |
 TransDigmTDG |
| 0.67% | 0.78% | $4,718.4万 | 3.5万股 | $4,739.0万 | 4.1万股 | -5,468股-13.37% | 减仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.67% | 1.27% | $4,711.7万 | 9.3万股 | $7,752.5万 | 11.4万股 | -2.1万股-18.59% | 减仓 |
 GE VernovaGEV |
| 0.63% | 0.58% | $4,449.8万 | 3.8万股 | $3,552.4万 | 4.1万股 | -2,821股-6.93% | 减仓 |
| FFTAI AVIATIONFTAI |
| 0.6% | 0.66% | $4,257.8万 | 15.7万股 | $4,028.1万 | 16.4万股 | -7,024股-4.27% | 减仓 |
| T赛默飞世尔TMO |
| 0.59% | 0.72% | $4,176.5万 | 8.3万股 | $4,395.0万 | 8.9万股 | -6,111股-6.83% | 减仓 |
 梅特勒托利多MTD |
| 0.53% | 0.46% | $3,720.6万 | 2.9万股 | $2,809.1万 | 2.2万股 | +6,851股+30.76% | 加仓 |
 Arm控股ARM |
| 0.52% | 0.12% | $3,706.6万 | 10.5万股 | $738.1万 | 4.9万股 | +5.6万股+114.26% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.48% | 0.34% | $3,380.7万 | 9.0万股 | $2,047.2万 | 7.4万股 | +1.6万股+22.26% | 加仓 |
 BOOKING COMBKNG |
| 0.46% | 0.4% | $3,221.5万 | 18.1万股 | $2,448.7万 | 5,816股 | +17.5万股+3,007.62% | 加仓 |
