| IiShares安硕信托IVV |
| 8.76% | 7.8% | $34.03亿 | 453.3万股 | $27.59亿 | 422.2万股 | +31.1万股+7.37% | 加仓 |
| CCOREWEAVE INC CLASS ACRWV |
| 2.79% | 1.53% | $10.84亿 | 1,089.1万股 | $5.42亿 | 699.4万股 | +389.8万股+55.73% | 加仓 |
 Meta平台META |
| 2.16% | 1.5% | $8.38亿 | 148.8万股 | $5.32亿 | 93.1万股 | +55.7万股+59.86% | 加仓 |
 赛富时CRM |
| 1.88% | — | $7.30亿 | 466.2万股 | $0 | 0股 | +466.2万股 | 新买入 |
 Arista网络ANET |
| 1.38% | — | $5.38亿 | 316.5万股 | $0 | 0股 | +316.5万股 | 新买入 |
 微软MSFT |
| 1.28% | 0.65% | $4.99亿 | 133.8万股 | $2.30亿 | 62.1万股 | +71.7万股+115.39% | 加仓 |
 直觉外科ISRG |
| 1.09% | 0.65% | $4.24亿 | 106.6万股 | $2.31亿 | 50.1万股 | +56.4万股+112.56% | 加仓 |
 亚马逊AMZN |
| 1.09% | 2.58% | $4.22亿 | 177.2万股 | $9.14亿 | 438.8万股 | -261.7万股-59.63% | 减仓 |
 安费诺APH |
| 1.05% | 1.01% | $4.09亿 | 231.8万股 | $3.58亿 | 283.7万股 | -51.9万股-18.29% | 减仓 |
| GGPGIGPGI |
| 0.95% | 1.03% | $3.71亿 | 2,340.5万股 | $3.66亿 | 2,139.5万股 | +201.0万股+9.39% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.92% | — | $3.56亿 | 77.5万股 | $0 | 0股 | +77.5万股 | 新买入 |
 ANALOG DEVICES COMADI |
| 0.91% | 0.75% | $3.56亿 | 89.5万股 | $2.64亿 | 83.1万股 | +6.4万股+7.75% | 加仓 |
 BURLINGTON STORES COMBURL |
| 0.86% | 0.84% | $3.33亿 | 105.0万股 | $2.96亿 | 91.0万股 | +14.0万股+15.38% | 加仓 |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 0.85% | 0.78% | $3.29亿 | 124.8万股 | $2.77亿 | 132.5万股 | -7.6万股-5.76% | 减仓 |
 默沙东MRK |
| 0.82% | 0.78% | $3.19亿 | 248.1万股 | $2.77亿 | 230.6万股 | +17.5万股+7.59% | 加仓 |
 强生JNJ |
| 0.77% | 0.58% | $2.98亿 | 117.3万股 | $2.04亿 | 83.5万股 | +33.9万股+40.59% | 加仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 0.75% | 0.61% | $2.92亿 | 304.2万股 | $2.14亿 | 295.5万股 | +8.7万股+2.95% | 加仓 |
 希尔顿HLT |
| 0.73% | 0.92% | $2.83亿 | 85.6万股 | $3.26亿 | 107.2万股 | -21.6万股-20.15% | 减仓 |
| RRHRH |
| 0.72% | 0.65% | $2.82亿 | 170.9万股 | $2.29亿 | 163.6万股 | +7.3万股+4.44% | 加仓 |
 希捷STX |
| 0.72% | 0.14% | $2.81亿 | 29.1万股 | $4,900.3万 | 12.5万股 | +16.6万股+132.99% | 加仓 |
| MMEDLINE COM CL AMDLN |
| 0.69% | 0.37% | $2.69亿 | 680.9万股 | $1.31亿 | 293.7万股 | +387.2万股+131.81% | 加仓 |
 CDWCDW |
| 0.67% | 0.21% | $2.61亿 | 185.5万股 | $7,556.9万 | 62.4万股 | +123.1万股+197.06% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.65% | 0.4% | $2.51亿 | 272.5万股 | $1.42亿 | 153.5万股 | +119.0万股+77.53% | 加仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.63% | 0.32% | $2.46亿 | 98.4万股 | $1.15亿 | 58.2万股 | +40.2万股+69.15% | 加仓 |
| UUSA RARE EARTH INC COMUSAR |
| 0.63% | 0.71% | $2.44亿 | 1,129.0万股 | $2.51亿 | 1,657.1万股 | -528.0万股-31.87% | 减仓 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 0.63% | 0.7% | $2.43亿 | 53.9万股 | $2.47亿 | 47.3万股 | +6.6万股+14.02% | 加仓 |
 英伟达NVDA |
| 0.62% | 2.81% | $2.40亿 | 119.8万股 | $9.94亿 | 569.8万股 | -450.0万股-78.98% | 减仓 |
 IDEXIEX |
| 0.61% | 0.28% | $2.37亿 | 104.3万股 | $9,812.2万 | 51.8万股 | +52.5万股+101.43% | 加仓 |
 REPUBLIC SVCSRSG |
| 0.61% | 0.59% | $2.35亿 | 110.4万股 | $2.08亿 | 94.9万股 | +15.5万股+16.33% | 加仓 |
 JAMES HARDIE INDS PLC ORD SHSJHX |
| 0.59% | 0.42% | $2.29亿 | 873.8万股 | $1.47亿 | 778.4万股 | +95.4万股+12.26% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.58% | 0.53% | $2.26亿 | 124.8万股 | $1.86亿 | 112.4万股 | +12.5万股+11.10% | 加仓 |
 WESCO INTLWCC |
| 0.58% | 0.43% | $2.26亿 | 65.4万股 | $1.54亿 | 56.2万股 | +9.1万股+16.24% | 加仓 |
 TEVA PHARMACEUTICAL INDS SPONSORED ADSTEVA |
| 0.55% | 0.47% | $2.12亿 | 625.8万股 | $1.66亿 | 551.9万股 | +73.9万股+13.38% | 加仓 |
 ChipotleCMG |
| 0.55% | 0.64% | $2.12亿 | 623.0万股 | $2.27亿 | 707.9万股 | -84.9万股-11.99% | 减仓 |
 IDEXX LABS COMIDXX |
| 0.54% | 0.32% | $2.11亿 | 40.1万股 | $1.14亿 | 20.3万股 | +19.8万股+97.31% | 加仓 |
 EquinixEQIX |
| 0.54% | 0.41% | $2.11亿 | 20.2万股 | $1.44亿 | 14.7万股 | +5.5万股+37.64% | 加仓 |
 渤健BIIB |
| 0.52% | 0.42% | $2.01亿 | 93.2万股 | $1.48亿 | 80.5万股 | +12.7万股+15.82% | 加仓 |
 The Trade DeskTTD |
| 0.52% | 0.36% | $2.01亿 | 1,112.0万股 | $1.28亿 | 562.9万股 | +549.1万股+97.55% | 加仓 |
 MCCORMICK & COM NON VTGMKC |
| 0.52% | 0.26% | $2.01亿 | 398.3万股 | $9,165.9万 | 181.7万股 | +216.6万股+119.18% | 加仓 |
 博通AVGO |
| 0.5% | 0.03% | $1.96亿 | 51.9万股 | $940.6万 | 3.0万股 | +48.8万股+1,606.89% | 加仓 |
 LumentumLITE |
| 0.5% | — | $1.93亿 | 22.5万股 | $0 | 0股 | +22.5万股 | 新买入 |
| T赛默飞世尔TMO |
| 0.49% | 0.17% | $1.89亿 | 37.6万股 | $6,141.4万 | 12.5万股 | +25.1万股+200.99% | 加仓 |
 AMERICAN HEALTHCARE REITAHR |
| 0.48% | 0.17% | $1.88亿 | 360.5万股 | $6,033.5万 | 127.9万股 | +232.6万股+181.77% | 加仓 |
 优步UBER |
| 0.47% | 1.05% | $1.83亿 | 254.2万股 | $3.72亿 | 517.1万股 | -262.9万股-50.85% | 减仓 |
| KKARMANKRMN |
| 0.46% | — | $1.79亿 | 358.4万股 | $0 | 0股 | +358.4万股 | 新买入 |
 新思科技SNPS |
| 0.46% | — | $1.78亿 | 39.8万股 | $0 | 0股 | +39.8万股 | 新买入 |
 WASTE MGMT DELWM |
| 0.45% | 0.33% | $1.76亿 | 79.1万股 | $1.18亿 | 51.4万股 | +27.7万股+53.82% | 加仓 |
 SBA通信SBAC |
| 0.45% | — | $1.75亿 | 99.2万股 | $0 | 0股 | +99.2万股 | 新买入 |
| FFTAI AVIATIONFTAI |
| 0.45% | 0.46% | $1.75亿 | 64.7万股 | $1.63亿 | 66.4万股 | -1.7万股-2.51% | 减仓 |
 CVS健康CVS |
| 0.45% | — | $1.74亿 | 168.5万股 | $0 | 0股 | +168.5万股 | 新买入 |
