 英伟达NVDA |
| 16.58% | 15.98% | $8,041.7万 | 40.2万股 | $7,012.1万 | 40.2万股 | -164股-0.04% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 9.32% | 8.45% | $4,521.1万 | 12.8万股 | $3,708.2万 | 12.9万股 | -1,312股-1.01% | 减仓 |
 亚马逊AMZN |
| 7.67% | 7.44% | $3,719.1万 | 15.6万股 | $3,263.7万 | 15.7万股 | -662股-0.42% | 减仓 |
 苹果AAPL |
| 5.83% | 5.67% | $2,826.0万 | 9.8万股 | $2,487.9万 | 9.8万股 | -363股-0.37% | 减仓 |
 微软MSFT |
| 3.53% | 3.9% | $1,711.9万 | 4.6万股 | $1,713.4万 | 4.6万股 | -393股-0.85% | 减仓 |
 谷歌AGOOGL |
| 3.28% | 3.44% | $1,590.0万 | 4.4万股 | $1,507.9万 | 5.2万股 | -7,946股-15.15% | 减仓 |
 UNITED RENTALSURI |
| 2.9% | 2.29% | $1,406.8万 | 1.2万股 | $1,005.8万 | 1.4万股 | -1,388股-10.05% | 减仓 |
 摩根大通JPM |
| 2.52% | 2.52% | $1,223.8万 | 3.7万股 | $1,105.4万 | 3.8万股 | -190股-0.51% | 减仓 |
 HalozymeHALO |
| 2.36% | 1.33% | $1,143.6万 | 14.6万股 | $585.5万 | 9.1万股 | +5.6万股+61.27% | 加仓 |
 BridgeBioBBIO |
| 2.13% | 0.97% | $1,034.0万 | 13.9万股 | $425.4万 | 5.7万股 | +8.2万股+142.36% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.9% | 2.04% | $921.0万 | 1.8万股 | $894.7万 | 1.9万股 | -266股-1.42% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 1.88% | 2.01% | $910.9万 | 7.4万股 | $883.0万 | 5.6万股 | +1.8万股+31.80% | 加仓 |
 马丁玛丽埃塔MLM |
| 1.68% | 1.94% | $812.9万 | 1.4万股 | $853.0万 | 1.4万股 | -395股-2.73% | 减仓 |
 纽蒙特NEM |
| 1.67% | 2.19% | $810.9万 | 8.7万股 | $959.0万 | 8.9万股 | -1,775股-2.00% | 减仓 |
 VisaV |
| 1.64% | 1.62% | $794.9万 | 2.3万股 | $712.6万 | 2.4万股 | -407股-1.73% | 减仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 1.58% | 0.91% | $764.4万 | 3.1万股 | $400.1万 | 2.0万股 | +1.0万股+50.95% | 加仓 |
 礼来LLY |
| 1.55% | 1.34% | $754.1万 | 6,287股 | $586.2万 | 6,373股 | -86股-1.35% | 减仓 |
 摩托罗拉解决方案MSI |
| 1.55% | 1.84% | $752.8万 | 1.8万股 | $805.3万 | 1.9万股 | -430股-2.32% | 减仓 |
 Arista网络ANET |
| 1.45% | 1.15% | $705.1万 | 4.2万股 | $505.5万 | 4.1万股 | +330股+0.80% | 加仓 |
 爵士制药JAZZ |
| 1.34% | 1.52% | $648.5万 | 2.7万股 | $667.7万 | 3.5万股 | -8,407股-23.80% | 减仓 |
 GOLAR LNG LTD SHSGLNG |
| 1.27% | 1.55% | $615.9万 | 12.4万股 | $680.6万 | 12.6万股 | -2,195股-1.75% | 减仓 |
| BBANK OF AMERBAC |
| 1.25% | 1.19% | $604.4万 | 10.6万股 | $523.9万 | 10.7万股 | -1,400股-1.30% | 减仓 |
 RAYONIERRYN |
| 1.24% | 1.2% | $599.2万 | 28.2万股 | $527.9万 | 25.6万股 | +2.6万股+10.00% | 加仓 |
 美光科技MU |
| 1.21% | 0.75% | $585.6万 | 5,073股 | $327.0万 | 9,678股 | -4,605股-47.58% | 减仓 |
 CYTOKINETICSCYTK |
| 1.2% | 0.74% | $581.6万 | 6.8万股 | $324.9万 | 4.9万股 | +1.9万股+38.50% | 加仓 |
 安费诺APH |
| 1.2% | — | $580.1万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
 Vulcan材料VMC |
| 1.13% | 1.17% | $547.4万 | 1.9万股 | $513.4万 | 1.9万股 | -300股-1.59% | 减仓 |
| IiShares安硕信托IVV |
| 1.09% | 1.06% | $530.8万 | 7,088股 | $466.3万 | 7,138股 | -50股-0.70% | 减仓 |
 Meta平台META |
| 1.07% | 1.21% | $518.2万 | 9,200股 | $532.1万 | 9,300股 | -100股-1.08% | 减仓 |
 万事达MA |
| 1.03% | 0.91% | $497.9万 | 9,695股 | $397.2万 | 7,950股 | +1,745股+21.95% | 加仓 |
 NETFLIXNFLX |
| 1.01% | — | $491.7万 | 6.9万股 | $0 | 0股 | +6.9万股 | 新买入 |
 EXPAND ENERGYEXE |
| 0.87% | 1.27% | $419.8万 | 4.6万股 | $559.4万 | 5.1万股 | -4,920股-9.66% | 减仓 |
 赛富时CRM |
| 0.86% | 1.71% | $417.6万 | 2.7万股 | $750.6万 | 4.0万股 | -1.4万股-33.70% | 减仓 |
 ARGENX SPONSORED ADRARGX |
| 0.83% | 0.75% | $403.2万 | 4,346股 | $328.7万 | 4,501股 | -155股-3.44% | 减仓 |
 阿格尼科鹰矿AEM |
| 0.8% | 1.18% | $387.6万 | 2.5万股 | $518.2万 | 2.6万股 | -545股-2.13% | 减仓 |
 ZoomZM |
| 0.75% | 1.08% | $363.0万 | 4.2万股 | $472.0万 | 5.9万股 | -1.7万股-28.37% | 减仓 |
 再生元REGN |
| 0.64% | 1.76% | $310.2万 | 4,975股 | $770.8万 | 9,976股 | -5,001股-50.13% | 减仓 |
 MERCADOLIBRE COMMELI |
| 0.64% | 0.73% | $309.3万 | 1,822股 | $319.9万 | 1,850股 | -28股-1.51% | 减仓 |
 ExpediaEXPE |
| 0.63% | 0.64% | $306.4万 | 1.2万股 | $279.1万 | 1.2万股 | -115股-0.95% | 减仓 |
 JacobsJ |
| 0.61% | 0.69% | $297.0万 | 2.4万股 | $301.9万 | 2.4万股 | -150股-0.63% | 减仓 |
 WorkdayWDAY |
| 0.61% | — | $295.3万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 F N BFNB |
| 0.6% | 0.72% | $290.2万 | 15.6万股 | $316.6万 | 16.4万股 | -8,000股-4.89% | 减仓 |
 星座能源CEG |
| 0.59% | — | $285.1万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 AIRBNB COM CL AABNB |
| 0.58% | — | $279.9万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 沃尔玛WMT |
| 0.51% | 0.78% | $247.9万 | 2.2万股 | $341.1万 | 2.7万股 | -5,562股-20.26% | 减仓 |
 欧特克ADSK |
| 0.37% | 0.53% | $181.4万 | 9,330股 | $231.4万 | 9,665股 | -335股-3.47% | 减仓 |
| DDHT SHS NEWDHT |
| 0.35% | 0.82% | $170.9万 | 10.3万股 | $360.6万 | 19.7万股 | -9.4万股-47.61% | 减仓 |
 VistraVST |
| 0.32% | — | $152.9万 | 9,640股 | $0 | 0股 | +9,640股 | 新买入 |
 强生JNJ |
| 0.26% | 0.28% | $127.0万 | 4,999股 | $122.2万 | 5,000股 | -1股-0.02% | 减仓 |
| IINTERNATIONAL SEAWAYS INC COM NPVINSW |
| 0.25% | 0.28% | $123.2万 | 1.6万股 | $120.8万 | 1.7万股 | -500股-3.02% | 减仓 |
