 英伟达NVDA |
| 8.26% | — | $5,428.2万 | 27.1万股 | $0 | 0股 | +27.1万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 5.65% | 9.31% | $3,713.5万 | 10.5万股 | $2,875.6万 | 10.0万股 | +4,855股+4.84% | 加仓 |
 苹果AAPL |
| 4.88% | 9.25% | $3,206.6万 | 11.1万股 | $2,858.1万 | 11.3万股 | -1,798股-1.60% | 减仓 |
 微软MSFT |
| 4.06% | 8.3% | $2,666.7万 | 7.1万股 | $2,564.4万 | 6.9万股 | +2,212股+3.19% | 加仓 |
 博通AVGO |
| 3.9% | — | $2,563.5万 | 6.8万股 | $0 | 0股 | +6.8万股 | 新买入 |
 亚马逊AMZN |
| 3.04% | 5.81% | $1,999.1万 | 8.4万股 | $1,795.6万 | 8.6万股 | -2,336股-2.71% | 减仓 |
 摩根大通JPM |
| 2.97% | — | $1,955.1万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
 美光科技MU |
| 2.78% | 1.72% | $1,826.2万 | 1.6万股 | $532.1万 | 1.6万股 | +70股+0.44% | 加仓 |
 AMD超威AMD |
| 2.52% | 1.86% | $1,658.1万 | 2.9万股 | $573.2万 | 2.8万股 | +367股+1.30% | 加仓 |
 台积电TSM |
| 2.15% | 3.27% | $1,415.3万 | 3.0万股 | $1,009.3万 | 3.0万股 | -230股-0.77% | 减仓 |
 礼来LLY |
| 1.83% | 2.99% | $1,201.9万 | 1.0万股 | $922.5万 | 1.0万股 | -9股-0.09% | 减仓 |
 Bloom EnergyBE |
| 1.79% | 1.29% | $1,177.4万 | 3.9万股 | $397.1万 | 2.9万股 | +9,586股+32.71% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.52% | 4.26% | $996.1万 | 2.0万股 | $1,317.1万 | 2.7万股 | -7,579股-27.57% | 减仓 |
 VertivVRT |
| 1.47% | — | $966.3万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 Meta平台META |
| 1.44% | — | $947.1万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 卡特彼勒CAT |
| 1.44% | 2.1% | $943.9万 | 8,864股 | $648.2万 | 9,150股 | -286股-3.13% | 减仓 |
| CCOMFORT SYS USAFIX |
| 1.33% | 1.93% | $873.4万 | 4,407股 | $597.0万 | 4,329股 | +78股+1.80% | 加仓 |
| TTERADYNETER |
| 1.28% | 1.61% | $840.9万 | 1.7万股 | $496.0万 | 1.7万股 | +648股+3.87% | 加仓 |
 GE VernovaGEV |
| 1.27% | — | $834.7万 | 7,105股 | $0 | 0股 | +7,105股 | 新买入 |
 EMCOREME |
| 1.24% | — | $817.7万 | 9,853股 | $0 | 0股 | +9,853股 | 新买入 |
 应用材料AMAT |
| 1.21% | 1.18% | $792.6万 | 1.1万股 | $365.6万 | 1.1万股 | +265股+2.48% | 加仓 |
| SSANDISK COMSNDK |
| 1.18% | — | $772.6万 | 3,398股 | $0 | 0股 | +3,398股 | 新买入 |
 西部数据WDC |
| 1.16% | 2.05% | $764.9万 | 1.2万股 | $634.4万 | 2.3万股 | -1.1万股-48.93% | 减仓 |
 埃克森美孚XOM |
| 1.08% | 2.89% | $712.8万 | 5.2万股 | $892.0万 | 5.3万股 | -437股-0.83% | 减仓 |
| BBRIGHTSPRING HEALTH SVCSBTSG |
| 1.06% | — | $697.5万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
 VisaV |
| 1.03% | — | $678.2万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 天弘CLS |
| 0.96% | — | $630.3万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 LumentumLITE |
| 0.94% | — | $615.1万 | 7,168股 | $0 | 0股 | +7,168股 | 新买入 |
 康宁GLW |
| 0.93% | 1.6% | $610.0万 | 2.4万股 | $494.3万 | 3.6万股 | -1.2万股-34.31% | 减仓 |
| GGUARDIAN PHARMACY SVCSGRDN |
| 0.92% | — | $602.4万 | 14.4万股 | $0 | 0股 | +14.4万股 | 新买入 |
 高盛GS |
| 0.92% | — | $602.4万 | 5,956股 | $0 | 0股 | +5,956股 | 新买入 |
 TJXTJX |
| 0.91% | — | $599.1万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 安费诺APH |
| 0.91% | 1.94% | $596.8万 | 3.4万股 | $601.0万 | 4.8万股 | -1.4万股-28.83% | 减仓 |
 好市多COST |
| 0.9% | 2.08% | $594.7万 | 6,357股 | $643.0万 | 6,453股 | -96股-1.49% | 减仓 |
 阿斯麦ASML |
| 0.9% | — | $589.7万 | 2,964股 | $0 | 0股 | +2,964股 | 新买入 |
| MMODINE MFGMOD |
| 0.88% | — | $581.1万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
| IiShares安硕信托IVV |
| 0.88% | 1.63% | $580.0万 | 7,745股 | $505.1万 | 7,732股 | +13股+0.17% | 加仓 |
 RobinhoodHOOD |
| 0.87% | 1.36% | $569.7万 | 5.7万股 | $420.2万 | 6.1万股 | -3,817股-6.30% | 减仓 |
 强生JNJ |
| 0.87% | 1.81% | $569.6万 | 2.2万股 | $558.9万 | 2.3万股 | -439股-1.92% | 减仓 |
 MONOLITHIC PWR SYSMPWR |
| 0.83% | 1.91% | $547.6万 | 3,961股 | $588.8万 | 5,385股 | -1,424股-26.44% | 减仓 |
 沃尔玛WMT |
| 0.82% | 4.28% | $541.2万 | 4.8万股 | $1,322.6万 | 10.6万股 | -5.9万股-55.10% | 减仓 |
 NEBIUSNBIS |
| 0.81% | — | $529.6万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| TTOLL BROTHERSTOL |
| 0.8% | 1.44% | $527.7万 | 3.2万股 | $443.9万 | 3.3万股 | -494股-1.52% | 减仓 |
| MMASTECMTZ |
| 0.79% | — | $519.5万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| AAPPLOVINAPP |
| 0.76% | — | $503.0万 | 9,762股 | $0 | 0股 | +9,762股 | 新买入 |
 芝加哥期权交易所CBOE |
| 0.73% | — | $480.9万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 0.72% | 0.9% | $473.2万 | 2.3万股 | $277.8万 | 2.3万股 | +854股+3.78% | 加仓 |
| EEVERCOREEVR |
| 0.7% | — | $457.3万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 Arista网络ANET |
| 0.69% | 1.98% | $453.7万 | 2.7万股 | $610.8万 | 5.0万股 | -2.3万股-46.31% | 减仓 |
 美国运通AXP |
| 0.68% | — | $448.8万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
