 英伟达NVDA |
| 8.25% | 9.91% | $3.61亿 | 180.6万股 | $3.45亿 | 197.6万股 | -17.0万股-8.62% | 减仓 |
 AMD超威AMD |
| 5.46% | 3.27% | $2.39亿 | 41.2万股 | $1.14亿 | 56.0万股 | -14.8万股-26.47% | 减仓 |
 特斯拉TSLA |
| 5.13% | 5.74% | $2.25亿 | 53.4万股 | $2.00亿 | 53.7万股 | -3,072股-0.57% | 减仓 |
 美光科技MU |
| 4.59% | 1.86% | $2.01亿 | 17.4万股 | $6,484.8万 | 19.2万股 | -1.8万股-9.37% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.41% | 4.51% | $1.93亿 | 54.7万股 | $1.57亿 | 54.6万股 | +115股+0.02% | 加仓 |
 AXON ENTERPRISEAXON |
| 3.87% | 3.52% | $1.69亿 | 30.2万股 | $1.22亿 | 28.8万股 | +1.4万股+4.84% | 加仓 |
 亚马逊AMZN |
| 3.37% | 3.79% | $1.47亿 | 61.8万股 | $1.32亿 | 63.3万股 | -1.5万股-2.36% | 减仓 |
 苹果AAPL |
| 3.33% | 3.66% | $1.46亿 | 50.4万股 | $1.27亿 | 50.2万股 | +2,356股+0.47% | 加仓 |
 ShopifySHOP |
| 3.09% | 4.47% | $1.35亿 | 118.4万股 | $1.55亿 | 130.9万股 | -12.5万股-9.58% | 减仓 |
 Meta平台META |
| 2.84% | 3.7% | $1.24亿 | 22.0万股 | $1.29亿 | 22.5万股 | -4,590股-2.04% | 减仓 |
 博通AVGO |
| 2.75% | 2.78% | $1.21亿 | 31.9万股 | $9,674.0万 | 31.3万股 | +6,590股+2.11% | 加仓 |
 微软MSFT |
| 2.66% | 3.35% | $1.17亿 | 31.2万股 | $1.16亿 | 31.4万股 | -2,025股-0.64% | 减仓 |
 MERCADOLIBRE COMMELI |
| 2.61% | 3.56% | $1.14亿 | 6.7万股 | $1.24亿 | 7.2万股 | -4,260股-5.95% | 减仓 |
 MONOLITHIC PWR SYSMPWR |
| 2.48% | 2.57% | $1.09亿 | 7.9万股 | $8,955.7万 | 8.2万股 | -3,307股-4.04% | 减仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 2.48% | 1.09% | $1.09亿 | 39.9万股 | $3,782.6万 | 40.3万股 | -3,655股-0.91% | 减仓 |
 CrowdStrikeCRWD |
| 2.42% | 1.65% | $1.06亿 | 13.9万股 | $5,742.5万 | 14.7万股 | -7,983股-5.43% | 减仓 |
| RROCKET LAB COMRKLB |
| 2.33% | 1.89% | $1.02亿 | 100.5万股 | $6,582.5万 | 102.5万股 | -2.0万股-1.95% | 减仓 |
 VertivVRT |
| 2.14% | 2.16% | $9,374.7万 | 28.0万股 | $7,516.4万 | 30.0万股 | -2.0万股-6.66% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 2.14% | 1.88% | $9,374.0万 | 36.8万股 | $6,532.6万 | 43.3万股 | -6.5万股-14.96% | 减仓 |
 谷歌AGOOGL |
| 1.82% | 1.88% | $7,976.6万 | 22.3万股 | $6,521.3万 | 22.7万股 | -3,578股-1.58% | 减仓 |
 QUANTA SVCSPWR |
| 1.64% | 1.58% | $7,171.0万 | 10.0万股 | $5,499.9万 | 10.0万股 | -585股-0.58% | 减仓 |
 NateraNTRA |
| 1.58% | 1.5% | $6,909.7万 | 25.5万股 | $5,229.3万 | 26.1万股 | -6,930股-2.65% | 减仓 |
 应用材料AMAT |
| 1.3% | 0.77% | $5,697.2万 | 7.9万股 | $2,693.3万 | 7.9万股 | 00.00% | 持仓不变 |
| TTOAST CL ATOST |
| 1.27% | 1.35% | $5,541.8万 | 199.2万股 | $4,704.4万 | 177.5万股 | +21.7万股+12.25% | 加仓 |
 台积电TSM |
| 1.19% | 0.66% | $5,189.5万 | 10.9万股 | $2,282.9万 | 6.8万股 | +4.1万股+60.87% | 加仓 |
| SSchwab Strategic TrSWTSX |
| 1.04% | 1.91% | $4,566.5万 | 250.9万股 | $6,652.4万 | 422.9万股 | -172.0万股-40.67% | 减仓 |
 科磊KLAC |
| 1.03% | 0.64% | $4,525.7万 | 15.0万股 | $2,208.6万 | 1.5万股 | +13.5万股+900.00% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.03% | 0.49% | $4,495.4万 | 10.4万股 | $1,703.5万 | 10.4万股 | +400股+0.39% | 加仓 |
| KKARMANKRMN |
| 1% | 1.44% | $4,365.9万 | 87.5万股 | $5,014.2万 | 62.6万股 | +24.8万股+39.62% | 加仓 |
 Arista网络ANET |
| 0.99% | 0.9% | $4,313.3万 | 25.4万股 | $3,117.4万 | 25.4万股 | 00.00% | 持仓不变 |
 DatadogDDOG |
| 0.95% | 0.56% | $4,168.4万 | 16.0万股 | $1,936.0万 | 16.4万股 | -3,895股-2.38% | 减仓 |
| AAPPLOVINAPP |
| 0.95% | 0.97% | $4,151.3万 | 8.1万股 | $3,390.9万 | 8.5万股 | -4,628股-5.43% | 减仓 |
 NETFLIXNFLX |
| 0.95% | 1.68% | $4,150.8万 | 58.1万股 | $5,849.0万 | 60.8万股 | -2.7万股-4.43% | 减仓 |
 优步UBER |
| 0.95% | 1.62% | $4,140.8万 | 57.4万股 | $5,618.8万 | 78.1万股 | -20.7万股-26.54% | 减仓 |
 PALO ALTOPANW |
| 0.73% | 0.44% | $3,202.5万 | 9.4万股 | $1,521.9万 | 9.5万股 | -1,020股-1.07% | 减仓 |
 相干公司COHR |
| 0.72% | 0.1% | $3,147.0万 | 8.0万股 | $352.6万 | 1.5万股 | +6.5万股+439.03% | 加仓 |
 安费诺APH |
| 0.71% | 0.65% | $3,103.8万 | 17.6万股 | $2,248.2万 | 17.8万股 | -1,905股-1.07% | 减仓 |
| CCOMFORT SYS USAFIX |
| 0.65% | — | $2,856.8万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| SSAMSARA INC CLASS AIOT |
| 0.62% | 0.66% | $2,698.9万 | 83.2万股 | $2,294.5万 | 72.4万股 | +10.8万股+14.94% | 加仓 |
 迈威尔MRVL |
| 0.61% | — | $2,670.8万 | 9.0万股 | $0 | 0股 | +9.0万股 | 新买入 |
 阿斯麦ASML |
| 0.6% | 0.5% | $2,630.4万 | 1.3万股 | $1,746.4万 | 1.3万股 | 00.00% | 持仓不变 |
 VisaV |
| 0.6% | 0.58% | $2,619.4万 | 7.6万股 | $2,004.1万 | 6.6万股 | +1.0万股+15.14% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.56% | 0.52% | $2,439.6万 | 6.5万股 | $1,806.2万 | 6.5万股 | 00.00% | 持仓不变 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.54% | 1.08% | $2,369.9万 | 5.2万股 | $3,754.2万 | 7.7万股 | -2.6万股-33.33% | 减仓 |
| NNLIGHTLASR |
| 0.53% | 0.47% | $2,339.5万 | 33.6万股 | $1,628.3万 | 28.6万股 | +5.0万股+17.68% | 加仓 |
 Arm控股ARM |
| 0.49% | 0.25% | $2,161.6万 | 6.1万股 | $863.8万 | 5.7万股 | +3,865股+6.77% | 加仓 |
| Q高通QCOM |
| 0.49% | 0.46% | $2,143.1万 | 11.6万股 | $1,616.3万 | 12.6万股 | -9,535股-7.60% | 减仓 |
 希捷STX |
| 0.49% | 0.21% | $2,132.7万 | 2.2万股 | $724.8万 | 1.9万股 | +3,600股+19.46% | 加仓 |
 EAST WEST BANCORPEWBC |
| 0.49% | 0.36% | $2,127.6万 | 14.0万股 | $1,257.1万 | 11.9万股 | +2.1万股+17.70% | 加仓 |
 恩智浦NXPI |
| 0.47% | 0.41% | $2,054.3万 | 7.3万股 | $1,439.0万 | 7.3万股 | 00.00% | 持仓不变 |
