 Meta平台META |
| 5.23% | 5.91% | $1.60亿 | 28.5万股 | $1.59亿 | 27.9万股 | +6,116股+2.20% | 加仓 |
 英伟达NVDA |
| 5.03% | 4.79% | $1.54亿 | 77.0万股 | $1.29亿 | 74.2万股 | +2.8万股+3.83% | 加仓 |
 博通AVGO |
| 5.01% | 4.59% | $1.54亿 | 40.6万股 | $1.24亿 | 40.0万股 | +6,042股+1.51% | 加仓 |
 特斯拉TSLA |
| 4.48% | 4.15% | $1.37亿 | 32.6万股 | $1.12亿 | 30.1万股 | +2.5万股+8.43% | 加仓 |
 微软MSFT |
| 3.29% | 4.21% | $1.01亿 | 27.0万股 | $1.14亿 | 30.7万股 | -3.7万股-11.93% | 减仓 |
 阿斯利康AZN |
| 3.1% | 3.42% | $9,484.6万 | 50.6万股 | $9,231.0万 | 47.2万股 | +3.4万股+7.15% | 加仓 |
 礼来LLY |
| 2.79% | 2.39% | $8,556.0万 | 7.1万股 | $6,455.2万 | 7.0万股 | +1,151股+1.64% | 加仓 |
 美光科技MU |
| 2.78% | 0.96% | $8,510.0万 | 7.4万股 | $2,586.2万 | 7.7万股 | -2,825股-3.69% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.54% | 2.31% | $7,775.7万 | 22.0万股 | $6,222.7万 | 21.7万股 | +3,147股+1.45% | 加仓 |
 亚马逊AMZN |
| 2.53% | 2.27% | $7,754.3万 | 32.5万股 | $6,114.1万 | 29.4万股 | +3.2万股+10.83% | 加仓 |
 谷歌AGOOGL |
| 2.39% | 2.16% | $7,327.0万 | 20.5万股 | $5,818.5万 | 20.2万股 | +2,687股+1.33% | 加仓 |
 ROYAL CARIBBEANRCL |
| 2.03% | 1.96% | $6,209.5万 | 19.6万股 | $5,290.5万 | 19.2万股 | +3,300股+1.72% | 加仓 |
 科磊KLAC |
| 1.99% | 0.8% | $6,100.9万 | 20.2万股 | $2,150.9万 | 1.5万股 | +18.8万股+1,284.25% | 加仓 |
 ShopifySHOP |
| 1.67% | 1.79% | $5,123.4万 | 44.9万股 | $4,823.8万 | 40.7万股 | +4.2万股+10.34% | 加仓 |
 福泰制药VRTX |
| 1.58% | 1.59% | $4,834.9万 | 9.7万股 | $4,281.2万 | 9.6万股 | +1,460股+1.52% | 加仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 1.47% | 2.04% | $4,495.7万 | 57.8万股 | $5,517.2万 | 59.8万股 | -2.0万股-3.27% | 减仓 |
 迪尔DE |
| 1.37% | 0.99% | $4,207.6万 | 6.6万股 | $2,669.1万 | 4.7万股 | +1.9万股+39.99% | 加仓 |
 VisaV |
| 1.34% | 1.37% | $4,105.6万 | 12.0万股 | $3,704.9万 | 12.3万股 | -2,914股-2.38% | 减仓 |
 GE航空GE |
| 1.33% | 1.18% | $4,083.7万 | 10.9万股 | $3,191.5万 | 11.2万股 | -3,201股-2.85% | 减仓 |
 苹果AAPL |
| 1.33% | 0.97% | $4,082.7万 | 14.1万股 | $2,609.4万 | 10.3万股 | +3.8万股+37.23% | 加仓 |
 CloudflareNET |
| 1.32% | 1.16% | $4,058.6万 | 16.5万股 | $3,121.1万 | 15.1万股 | +1.4万股+9.39% | 加仓 |
 好市多COST |
| 1.28% | 1.48% | $3,915.0万 | 4.2万股 | $3,980.8万 | 4.0万股 | +1,900股+4.76% | 加仓 |
 英特尔INTC |
| 1.26% | 0.11% | $3,851.4万 | 27.6万股 | $287.8万 | 6.5万股 | +21.1万股+322.92% | 加仓 |
 安费诺APH |
| 1.24% | 0.89% | $3,805.5万 | 21.6万股 | $2,400.3万 | 19.0万股 | +2.6万股+13.61% | 加仓 |
 TransDigmTDG |
| 1.08% | 1.22% | $3,306.4万 | 2.5万股 | $3,279.2万 | 2.8万股 | -3,472股-12.27% | 减仓 |
 星巴克SBUX |
| 1.06% | 1.05% | $3,257.4万 | 31.9万股 | $2,833.0万 | 31.6万股 | +2,551股+0.81% | 加仓 |
 ROYALTY PHARMARPRX |
| 1.06% | 1.01% | $3,250.9万 | 58.0万股 | $2,737.1万 | 57.1万股 | +9,224股+1.62% | 加仓 |
 阿斯麦ASML |
| 0.99% | 0.7% | $3,025.1万 | 1.5万股 | $1,883.5万 | 1.4万股 | +946股+6.63% | 加仓 |
 RESTAURANT BRANDS INTLQSR |
| 0.88% | 1.02% | $2,694.8万 | 37.2万股 | $2,739.5万 | 37.1万股 | +942股+0.25% | 加仓 |
 林德LIN |
| 0.87% | 0.99% | $2,665.6万 | 5.1万股 | $2,667.9万 | 5.4万股 | -2,449股-4.55% | 减仓 |
 直觉外科ISRG |
| 0.87% | 1.12% | $2,651.1万 | 6.7万股 | $3,023.0万 | 6.6万股 | +1,088股+1.66% | 加仓 |
| RRYANAIR HOLDINGS PLC SPONSORED ADRRYAAY |
| 0.85% | 0.86% | $2,617.9万 | 40.4万股 | $2,330.9万 | 40.3万股 | +1,032股+0.26% | 加仓 |
 NETFLIXNFLX |
| 0.85% | 1.1% | $2,599.8万 | 36.4万股 | $2,957.2万 | 30.8万股 | +5.7万股+18.39% | 加仓 |
| C花旗集团C |
| 0.84% | 0.86% | $2,558.8万 | 18.3万股 | $2,325.7万 | 20.5万股 | -2.2万股-10.85% | 减仓 |
 万事达MA |
| 0.8% | 0.89% | $2,461.6万 | 4.8万股 | $2,388.6万 | 4.8万股 | +124股+0.26% | 加仓 |
| FFTAI AVIATIONFTAI |
| 0.74% | 0.82% | $2,277.0万 | 8.4万股 | $2,223.7万 | 9.1万股 | -6,597股-7.27% | 减仓 |
 MERCADOLIBRE COMMELI |
| 0.73% | 1.08% | $2,249.7万 | 1.3万股 | $2,902.0万 | 1.7万股 | -3,530股-21.03% | 减仓 |
| BBANK OF AMERBAC |
| 0.72% | 1.23% | $2,199.2万 | 38.6万股 | $3,327.0万 | 68.2万股 | -29.7万股-43.45% | 减仓 |
| BBEONE MEDICINESONC |
| 0.72% | 0.84% | $2,198.9万 | 7.7万股 | $2,272.3万 | 7.7万股 | +646股+0.84% | 加仓 |
| T赛默飞世尔TMO |
| 0.69% | 0.84% | $2,129.3万 | 4.2万股 | $2,258.4万 | 4.6万股 | -3,476股-7.57% | 减仓 |
 Arm控股ARM |
| 0.65% | 0.15% | $1,998.6万 | 5.6万股 | $405.5万 | 2.7万股 | +3.0万股+110.29% | 加仓 |
 梅特勒托利多MTD |
| 0.63% | 0.54% | $1,938.2万 | 1.5万股 | $1,465.8万 | 1.2万股 | +3,550股+30.55% | 加仓 |
 摩根大通JPM |
| 0.6% | 0.61% | $1,852.3万 | 5.7万股 | $1,636.3万 | 5.6万股 | +961股+1.73% | 加仓 |
 宣伟SHW |
| 0.59% | 0.62% | $1,820.9万 | 5.3万股 | $1,677.1万 | 5.2万股 | +564股+1.08% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.58% | 0.41% | $1,780.3万 | 4.7万股 | $1,100.4万 | 4.0万股 | +7,833股+19.78% | 加仓 |
| DDEUTSCHE BK |
| 0.55% | 0.74% | $1,682.5万 | 49.7万股 | $2,004.3万 | 68.5万股 | -18.8万股-27.47% | 减仓 |
| CCENOVUS ENERGY COMCVE |
| 0.54% | 0.64% | $1,653.4万 | 66.6万股 | $1,715.8万 | 64.7万股 | +2.0万股+3.07% | 加仓 |
 BOOKING COMBKNG |
| 0.52% | 0.46% | $1,586.1万 | 8.9万股 | $1,244.6万 | 2,956股 | +8.6万股+2,910.42% | 加仓 |
 CARRIER GLOBALCARR |
| 0.52% | 0.49% | $1,584.0万 | 21.6万股 | $1,334.0万 | 23.7万股 | -2.1万股-8.85% | 减仓 |
 GE VernovaGEV |
| 0.5% | 0.42% | $1,537.2万 | 1.3万股 | $1,142.7万 | 1.3万股 | -7股-0.05% | 减仓 |
