 亚马逊AMZN |
| 15.07% | 14.36% | $4,731.8万 | 19.9万股 | $5,711.6万 | 27.4万股 | -7.6万股-27.61% | 减仓 |
 英伟达NVDA |
| 11.76% | 11.05% | $3,694.4万 | 18.5万股 | $4,392.9万 | 25.2万股 | -6.7万股-26.70% | 减仓 |
 微软MSFT |
| 10.62% | 11.42% | $3,337.2万 | 8.9万股 | $4,541.1万 | 12.3万股 | -3.3万股-27.07% | 减仓 |
 博通AVGO |
| 7.89% | 7% | $2,478.5万 | 6.6万股 | $2,782.5万 | 9.0万股 | -2.4万股-27.02% | 减仓 |
 万事达MA |
| 6.91% | 7.29% | $2,170.9万 | 4.2万股 | $2,900.7万 | 5.8万股 | -1.6万股-27.19% | 减仓 |
 FICOFICO |
| 6.74% | 6.52% | $2,117.9万 | 1.8万股 | $2,592.3万 | 2.4万股 | -6,557股-27.00% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 6.74% | 5.41% | $2,116.3万 | 5.6万股 | $2,152.5万 | 7.7万股 | -2.1万股-27.21% | 减仓 |
 沃尔玛WMT |
| 6.57% | 7.88% | $2,063.6万 | 18.2万股 | $3,132.9万 | 25.2万股 | -7.0万股-27.72% | 减仓 |
 TransDigmTDG |
| 6.39% | 6.03% | $2,005.5万 | 1.5万股 | $2,397.7万 | 2.1万股 | -5,632股-27.22% | 减仓 |
 标普全球SPGI |
| 6.17% | 7.02% | $1,938.1万 | 4.8万股 | $2,791.4万 | 6.6万股 | -1.8万股-27.49% | 减仓 |
 Meta平台META |
| 5.62% | 6.2% | $1,764.2万 | 3.1万股 | $2,467.0万 | 4.3万股 | -1.2万股-27.37% | 减仓 |
 自由媒体FWONK |
| 4.1% | 3.96% | $1,289.0万 | 13.5万股 | $1,576.2万 | 18.5万股 | -5.0万股-26.92% | 减仓 |
 苹果AAPL |
| 3.2% | 3.02% | $1,003.8万 | 3.5万股 | $1,200.8万 | 4.7万股 | -1.3万股-26.68% | 减仓 |
| TTyler科技TYL |
| 2.22% | 2.82% | $697.9万 | 2.4万股 | $1,122.9万 | 3.3万股 | -8,934股-27.24% | 减仓 |
