 亚马逊AMZN |
| 7.53% | 9.2% | $6,902.3万 | 29.0万股 | $6,656.2万 | 32.0万股 | -3.0万股-9.39% | 减仓 |
 VanEck ETF信托SMH |
| 7.15% | — | $6,558.9万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
 美光科技MU |
| 5.62% | 9.13% | $5,155.1万 | 4.5万股 | $6,610.2万 | 19.6万股 | -15.1万股-77.17% | 减仓 |
 CrowdStrikeCRWD |
| 5.6% | 4.44% | $5,139.0万 | 6.7万股 | $3,214.6万 | 8.2万股 | -1.5万股-18.22% | 减仓 |
 英伟达NVDA |
| 5.6% | 7.03% | $5,138.3万 | 25.7万股 | $5,089.0万 | 29.2万股 | -3.5万股-11.99% | 减仓 |
 PALO ALTOPANW |
| 5.56% | 3.32% | $5,103.0万 | 15.0万股 | $2,399.0万 | 15.0万股 | 00.00% | 持仓不变 |
 SNOWFLAKE COM SHSSNOW |
| 5.47% | 2.96% | $5,018.7万 | 19.7万股 | $2,144.7万 | 14.2万股 | +5.5万股+38.68% | 加仓 |
 VertivVRT |
| 4.38% | 4.16% | $4,017.8万 | 12.0万股 | $3,007.0万 | 12.0万股 | 00.00% | 持仓不变 |
 新思科技SNPS |
| 3.41% | — | $3,122.5万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
 MONOLITHIC PWR SYSMPWR |
| 3.32% | 3.4% | $3,041.2万 | 2.2万股 | $2,460.0万 | 2.3万股 | -500股-2.22% | 减仓 |
 UNITED RENTALSURI |
| 3.09% | — | $2,832.2万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 CloudflareNET |
| 2.82% | 2.29% | $2,585.3万 | 10.5万股 | $1,659.0万 | 8.0万股 | +2.5万股+31.09% | 加仓 |
 特斯拉TSLA |
| 2.75% | 3.08% | $2,523.6万 | 6.0万股 | $2,230.5万 | 6.0万股 | 00.00% | 持仓不变 |
 MONGODB CL AMDB |
| 2.7% | 1.69% | $2,478.9万 | 7.4万股 | $1,223.9万 | 5.0万股 | +2.4万股+47.60% | 加仓 |
 苹果AAPL |
| 2.51% | 2.79% | $2,302.7万 | 8.0万股 | $2,019.7万 | 8.0万股 | 00.00% | 持仓不变 |
| DDICKS SPORTING GOODSDKS |
| 2.47% | 1.37% | $2,268.1万 | 10.0万股 | $991.5万 | 5.0万股 | +5.0万股+100.00% | 加仓 |
 LOWES COS COMLOW |
| 2.4% | — | $2,204.9万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
 帕兰提尔PLTR |
| 2.29% | — | $2,100.1万 | 18.0万股 | $0 | 0股 | +18.0万股 | 新买入 |
 伊顿ETN |
| 2.21% | 2.11% | $2,028.3万 | 4.8万股 | $1,523.7万 | 4.3万股 | +5,000股+11.74% | 加仓 |
 ANALOG DEVICES COMADI |
| 1.96% | 1.99% | $1,799.2万 | 4.5万股 | $1,441.2万 | 4.5万股 | 00.00% | 持仓不变 |
| MMACOM TECH SOLUTIONS IMTSI |
| 1.9% | 1.56% | $1,738.3万 | 4.6万股 | $1,125.9万 | 5.1万股 | -5,000股-9.86% | 减仓 |
 ServiceNowNOW |
| 1.89% | 1.94% | $1,733.4万 | 17.5万股 | $1,407.2万 | 13.5万股 | +4.0万股+29.72% | 加仓 |
| R拉夫劳伦RL |
| 1.75% | 1.43% | $1,605.6万 | 4.0万股 | $1,032.0万 | 3.0万股 | +1.0万股+33.33% | 加仓 |
 艾默生电气EMR |
| 1.64% | 2.08% | $1,503.1万 | 10.5万股 | $1,506.7万 | 11.5万股 | -1.0万股-8.70% | 减仓 |
 迈威尔MRVL |
| 1.62% | 1.09% | $1,489.5万 | 5.0万股 | $792.4万 | 8.0万股 | -3.0万股-37.50% | 减仓 |
 派克汉尼汾PH |
| 1.61% | 1.25% | $1,477.0万 | 1.5万股 | $904.2万 | 1.0万股 | +5,000股+49.50% | 加仓 |
 CRANECR |
| 1.58% | 1.54% | $1,450.0万 | 6.5万股 | $1,111.5万 | 6.5万股 | 00.00% | 持仓不变 |
 家得宝HD |
| 1.47% | 1.74% | $1,347.2万 | 3.8万股 | $1,256.4万 | 3.8万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 1.25% | 1.28% | $1,150.7万 | 3.2万股 | $925.9万 | 3.2万股 | 00.00% | 持仓不变 |
 WAYFAIRW |
| 1.21% | 1.04% | $1,109.0万 | 12.0万股 | $752.1万 | 10.0万股 | +2.0万股+20.00% | 加仓 |
 PULTEPHM |
| 1.2% | 0.89% | $1,097.7万 | 8.0万股 | $646.9万 | 5.5万股 | +2.5万股+45.45% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.1% | 1.13% | $1,007.0万 | 2.9万股 | $817.6万 | 2.9万股 | 00.00% | 持仓不变 |
 CADENCE DESIGN SYSTEM COMAYI |
| 1.02% | — | $938.3万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 SILICON LABORATORIESSLAB |
| 0.89% | 1.65% | $817.4万 | 3.7万股 | $1,194.8万 | 5.7万股 | -2.0万股-34.84% | 减仓 |
| LLUXEXPERIENCE BVLUXE |
| 0.77% | 1.05% | $705.9万 | 95.0万股 | $760.0万 | 95.0万股 | 00.00% | 持仓不变 |
 露露乐蒙LULU |
| 0.23% | 0.39% | $212.8万 | 1.9万股 | $285.4万 | 1.9万股 | 00.00% | 持仓不变 |
