| EEHEALTH INC COMEHTH |
| 22.3% | 9.07% | $244.8万 | 60.0万股 | $271.8万 | 60.0万股 | 00.00% | 持仓不变 |
 KORNIT DIGITALKRNT |
| 13.99% | 2.9% | $153.6万 | 5.9万股 | $87.0万 | 5.9万股 | 00.00% | 持仓不变 |
| VVYNE THERAPEUTICS INCMNLOUSD |
| 11.93% | 4.58% | $130.9万 | 69.6万股 | $137.2万 | 69.6万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 5.2% | 1.75% | $57.1万 | 998股 | $52.3万 | 1,038股 | -40股-3.85% | 减仓 |
 微软MSFT |
| 4.89% | 1.74% | $53.7万 | 1,247股 | $52.1万 | 1,166股 | +81股+6.95% | 加仓 |
 谷歌AGOOGL |
| 4.81% | 1.71% | $52.8万 | 3,185股 | $51.1万 | 2,806股 | +379股+13.51% | 加仓 |
 万事达MA |
| 3.63% | 1.24% | $39.8万 | 807股 | $37.2万 | 843股 | -36股-4.27% | 减仓 |
 VisaV |
| 3.57% | 1.25% | $39.2万 | 1,426股 | $37.3万 | 1,422股 | +4股+0.28% | 加仓 |
 NETFLIXNFLX |
| 3.4% | 1.25% | $37.4万 | 527股 | $37.4万 | 554股 | -27股-4.87% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 3.24% | 1.17% | $35.6万 | 773股 | $35.0万 | 861股 | -88股-10.22% | 减仓 |
 甲骨文ORCL |
| 3.1% | 1.01% | $34.1万 | 2,000股 | $30.3万 | 2,145股 | -145股-6.76% | 减仓 |
 赛富时CRM |
| 3.03% | 1.12% | $33.2万 | 1,214股 | $33.5万 | 1,302股 | -88股-6.76% | 减仓 |
 苹果AAPL |
| 2.76% | 1.04% | $30.3万 | 1,300股 | $31.1万 | 1,477股 | -177股-11.98% | 减仓 |
 埃森哲ACN |
| 2.71% | 0.91% | $29.7万 | 841股 | $27.4万 | 903股 | -62股-6.87% | 减仓 |
 英伟达NVDA |
| 2.68% | 1.06% | $29.4万 | 2,423股 | $31.9万 | 2,580股 | -157股-6.09% | 减仓 |
 ADOBE COMADBE |
| 2.52% | 1.06% | $27.7万 | 535股 | $31.8万 | 572股 | -37股-6.47% | 减仓 |
| IIBMIBM |
| 2.18% | 0.67% | $23.9万 | 1,081股 | $20.0万 | 1,159股 | -78股-6.73% | 减仓 |
 ServiceNowNOW |
| 2.09% | 0.72% | $22.9万 | 256股 | $21.7万 | 276股 | -20股-7.25% | 减仓 |
 财捷INTU |
| 1.99% | 0.82% | $21.8万 | 351股 | $24.7万 | 376股 | -25股-6.65% | 减仓 |
