 苹果AAPL |
| 8.67% | 8.04% | $9,265.4万 | 32.0万股 | $7,149.7万 | 28.2万股 | +3.8万股+13.66% | 加仓 |
 英伟达NVDA |
| 7.46% | 7.9% | $7,975.0万 | 39.9万股 | $7,027.4万 | 40.3万股 | -4,379股-1.09% | 减仓 |
 谷歌AGOOGL |
| 5.85% | 5.68% | $6,253.4万 | 17.5万股 | $5,052.2万 | 17.6万股 | -708股-0.40% | 减仓 |
 亚马逊AMZN |
| 5.76% | 4.97% | $6,152.6万 | 25.8万股 | $4,419.7万 | 21.2万股 | +4.6万股+21.64% | 加仓 |
 微软MSFT |
| 5.09% | 6.47% | $5,442.3万 | 14.6万股 | $5,751.6万 | 15.5万股 | -9,478股-6.10% | 减仓 |
 博通AVGO |
| 4.14% | 3.8% | $4,422.8万 | 11.7万股 | $3,379.4万 | 10.9万股 | +7,896股+7.23% | 加仓 |
 应用材料AMAT |
| 3.58% | 2.66% | $3,822.8万 | 5.3万股 | $2,367.3万 | 6.9万股 | -1.6万股-23.66% | 减仓 |
 好市多COST |
| 2.82% | 2.73% | $3,007.5万 | 3.2万股 | $2,424.3万 | 2.4万股 | +7,820股+32.14% | 加仓 |
 思科CSCO |
| 2.68% | 2.93% | $2,865.0万 | 24.4万股 | $2,609.8万 | 33.6万股 | -9.2万股-27.48% | 减仓 |
 特斯拉TSLA |
| 2.68% | 4.02% | $2,865.0万 | 6.8万股 | $3,578.7万 | 9.6万股 | -2.8万股-29.24% | 减仓 |
 礼来LLY |
| 2.5% | 2.3% | $2,671.8万 | 2.2万股 | $2,047.1万 | 2.2万股 | +18股+0.08% | 加仓 |
 台积电TSM |
| 2.39% | 2.07% | $2,555.7万 | 5.4万股 | $1,837.4万 | 5.4万股 | -855股-1.57% | 减仓 |
 阿斯麦ASML |
| 2.3% | 2.85% | $2,455.4万 | 1.2万股 | $2,530.8万 | 1.9万股 | -6,819股-35.59% | 减仓 |
 高盛GS |
| 2.26% | 2.24% | $2,410.3万 | 2.4万股 | $1,994.2万 | 2.4万股 | +260股+1.10% | 加仓 |
 NateraNTRA |
| 2.2% | 1.91% | $2,351.1万 | 8.7万股 | $1,701.7万 | 8.5万股 | +1,522股+1.79% | 加仓 |
 Meta平台META |
| 2.1% | 4.01% | $2,238.6万 | 4.0万股 | $3,562.8万 | 6.2万股 | -2.3万股-36.18% | 减仓 |
 罗克韦尔自动化ROK |
| 2% | 2.2% | $2,141.4万 | 4.3万股 | $1,959.3万 | 5.5万股 | -1.1万股-20.78% | 减仓 |
 美光科技MU |
| 1.91% | 1.11% | $2,037.0万 | 1.8万股 | $990.7万 | 2.9万股 | -1.2万股-39.82% | 减仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 1.88% | — | $2,007.4万 | 8.0万股 | $0 | 0股 | +8.0万股 | 新买入 |
 CASEYS GEN STORESCASY |
| 1.86% | 0.14% | $1,982.4万 | 2.5万股 | $127.6万 | 1,753股 | +2.3万股+1,322.88% | 加仓 |
 英特尔INTC |
| 1.69% | 1.29% | $1,801.6万 | 12.9万股 | $1,149.5万 | 26.0万股 | -13.1万股-50.46% | 减仓 |
 MCKESSON COMMCK |
| 1.5% | — | $1,606.9万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 VertivVRT |
| 1.5% | 2.28% | $1,600.7万 | 4.8万股 | $2,026.7万 | 8.1万股 | -3.3万股-40.89% | 减仓 |
 卡特彼勒CAT |
| 1.45% | 1% | $1,553.0万 | 1.5万股 | $884.9万 | 1.2万股 | +2,092股+16.75% | 加仓 |
| AAPI COM STKAPG |
| 1.2% | 0.1% | $1,280.5万 | 30.2万股 | $86.9万 | 2.1万股 | +28.1万股+1,309.42% | 加仓 |
 AMD超威AMD |
| 1.13% | 0.9% | $1,211.3万 | 2.1万股 | $800.3万 | 3.9万股 | -1.8万股-47.00% | 减仓 |
| AASTERA LABSALAB |
| 1.12% | — | $1,193.3万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 TwilioTWLO |
| 1.11% | — | $1,185.4万 | 5.7万股 | $0 | 0股 | +5.7万股 | 新买入 |
 Bloom EnergyBE |
| 1.03% | 0.07% | $1,104.2万 | 3.6万股 | $64.5万 | 4,763股 | +3.2万股+665.86% | 加仓 |
 ServiceNowNOW |
| 1.01% | 0.27% | $1,079.3万 | 10.9万股 | $243.0万 | 2.3万股 | +8.5万股+367.71% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.99% | — | $1,055.2万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 沃尔玛WMT |
| 0.96% | 0.17% | $1,028.3万 | 9.1万股 | $150.2万 | 1.2万股 | +7.9万股+651.21% | 加仓 |
 联合健康UNH |
| 0.89% | — | $947.4万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 XPOXPO |
| 0.88% | 1.43% | $939.1万 | 4.6万股 | $1,270.4万 | 6.5万股 | -2.0万股-29.95% | 减仓 |
| SSpaceXSPCX |
| 0.83% | — | $888.0万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.75% | — | $797.5万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.72% | 0.82% | $767.2万 | 2.2万股 | $725.4万 | 2.5万股 | -3,576股-14.14% | 减仓 |
 UNITED RENTALSURI |
| 0.68% | 0.75% | $730.8万 | 6,451股 | $666.6万 | 9,150股 | -2,699股-29.50% | 减仓 |
 美国运通AXP |
| 0.53% | 0.76% | $560.9万 | 1.7万股 | $674.9万 | 2.2万股 | -5,731股-25.68% | 减仓 |
 万事达MA |
| 0.48% | 2.46% | $515.3万 | 1.0万股 | $2,191.4万 | 4.4万股 | -3.4万股-77.12% | 减仓 |
 VisaV |
| 0.44% | 0.46% | $471.1万 | 1.4万股 | $412.1万 | 1.4万股 | +95股+0.70% | 加仓 |
 迪尔DE |
| 0.4% | 0.41% | $426.5万 | 6,724股 | $368.5万 | 6,541股 | +183股+2.80% | 加仓 |
 联合太平洋铁路UNP |
| 0.33% | 0.34% | $357.8万 | 1.3万股 | $305.1万 | 1.3万股 | +579股+4.60% | 加仓 |
 NETFLIXNFLX |
| 0.33% | — | $352.3万 | 4.9万股 | $0 | 0股 | +4.9万股 | 新买入 |
 艺康ECL |
| 0.33% | 0.37% | $351.7万 | 1.3万股 | $332.6万 | 1.2万股 | +92股+0.74% | 加仓 |
| AALASKA AIRALK |
| 0.33% | 0.27% | $348.5万 | 6.7万股 | $243.8万 | 6.6万股 | +466股+0.70% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.32% | 0.38% | $346.8万 | 6,931股 | $336.0万 | 7,011股 | -80股-1.14% | 减仓 |
 迪士尼DIS |
| 0.32% | 0.38% | $339.0万 | 3.5万股 | $337.3万 | 3.5万股 | +232股+0.66% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.31% | 1.9% | $330.0万 | 2.6万股 | $1,692.3万 | 12.1万股 | -9.5万股-78.49% | 减仓 |
 LOWES COS COMLOW |
| 0.31% | 0.39% | $326.9万 | 1.5万股 | $347.8万 | 1.5万股 | +106股+0.72% | 加仓 |
