 谷歌AGOOGL |
| 17.79% | 18.04% | $1.80亿 | 50.3万股 | $1.80亿 | 62.5万股 | -12.2万股-19.47% | 减仓 |
 QUANTA SVCSPWR |
| 12.84% | 12.58% | $1.30亿 | 18.0万股 | $1.25亿 | 22.8万股 | -4.8万股-21.04% | 减仓 |
 VisaV |
| 9.42% | 6.92% | $9,517.7万 | 27.7万股 | $6,891.4万 | 22.8万股 | +4.9万股+21.67% | 加仓 |
 雷神技术RTX |
| 9.31% | 11.67% | $9,411.7万 | 49.6万股 | $1.16亿 | 60.2万股 | -10.6万股-17.66% | 减仓 |
 PHILIP MORRIS INTLPM |
| 8.97% | 6.71% | $9,064.9万 | 50.1万股 | $6,684.3万 | 40.4万股 | +9.7万股+23.94% | 加仓 |
 台积电TSM |
| 8.02% | 7.32% | $8,110.0万 | 17.0万股 | $7,288.3万 | 21.6万股 | -4.6万股-21.26% | 减仓 |
 AFLAC COMAFL |
| 7.02% | — | $7,091.9万 | 60.5万股 | $0 | 0股 | +60.5万股 | 新买入 |
 飞塔FTNT |
| 6.04% | — | $6,107.2万 | 39.8万股 | $0 | 0股 | +39.8万股 | 新买入 |
 康宁GLW |
| 4.76% | 4.87% | $4,814.9万 | 18.9万股 | $4,853.2万 | 35.7万股 | -16.8万股-47.19% | 减仓 |
| SSANDISK COMSNDK |
| 4.48% | — | $4,524.7万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| AAPI COM STKAPG |
| 3.87% | 7.51% | $3,907.5万 | 92.3万股 | $7,480.6万 | 184.6万股 | -92.3万股-50.02% | 减仓 |
 iShares安硕·MBSACGL |
| 2.94% | 4.65% | $2,976.5万 | 30.7万股 | $4,628.8万 | 48.2万股 | -17.6万股-36.41% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 1.64% | 0.02% | $1,652.9万 | 6.5万股 | $22.7万 | 1,508股 | +6.3万股+4,206.90% | 加仓 |
 BlockXYZ |
| 0.85% | 1.16% | $857.5万 | 11.3万股 | $1,158.5万 | 19.3万股 | -8.0万股-41.39% | 减仓 |
| AASTERA LABSALAB |
| 0.34% | — | $347.8万 | 7,200股 | $0 | 0股 | +7,200股 | 新买入 |
 PROGRESSIVEPGR |
| 0.32% | — | $319.8万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 应用材料AMAT |
| 0.31% | — | $315.2万 | 4,360股 | $0 | 0股 | +4,360股 | 新买入 |
| DDYCOM INDSDY |
| 0.3% | — | $305.4万 | 6,040股 | $0 | 0股 | +6,040股 | 新买入 |
 林德LIN |
| 0.17% | 0.43% | $167.6万 | 3,230股 | $426.4万 | 8,600股 | -5,370股-62.44% | 减仓 |
 GE航空GE |
| 0.1% | 0.46% | $97.6万 | 2,611股 | $462.6万 | 1.6万股 | -1.4万股-83.98% | 减仓 |
 博通AVGO |
| 0.09% | 2.05% | $89.5万 | 2,370股 | $2,037.3万 | 6.6万股 | -6.3万股-96.40% | 减仓 |
 Arm控股ARM |
| 0.07% | 0.02% | $74.5万 | 2,100股 | $15.1万 | 1,000股 | +1,100股+110.00% | 加仓 |
 微软MSFT |
| 0.07% | 9.58% | $67.5万 | 1,810股 | $9,543.9万 | 25.8万股 | -25.6万股-99.30% | 减仓 |
| Q高通QCOM |
| 0.06% | — | $59.1万 | 3,200股 | $0 | 0股 | +3,200股 | 新买入 |
 AIRBNB COM CL AABNB |
| 0.05% | 0.05% | $50.9万 | 3,557股 | $44.9万 | 3,557股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.03% | — | $28.6万 | 2,047股 | $0 | 0股 | +2,047股 | 新买入 |
| FFIGMAFIG |
| 0.03% | 0.04% | $25.9万 | 1.4万股 | $36.1万 | 1.7万股 | -2,739股-16.04% | 减仓 |
| CCOMFORT SYS USAFIX |
| 0.03% | — | $25.8万 | 130股 | $0 | 0股 | +130股 | 新买入 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.02% | — | $19.5万 | 452股 | $0 | 0股 | +452股 | 新买入 |
| DDOORDASHDASH |
| 0.02% | 0.02% | $18.5万 | 1,000股 | $15.0万 | 1,000股 | 00.00% | 持仓不变 |
 伊顿ETN |
| 0.02% | — | $17.0万 | 400股 | $0 | 0股 | +400股 | 新买入 |
 英伟达NVDA |
| 0.01% | 0.01% | $14.6万 | 729股 | $12.7万 | 729股 | 00.00% | 持仓不变 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.01% | 0.13% | $12.3万 | 1,000股 | $130.5万 | 8,300股 | -7,300股-87.95% | 减仓 |
 LumentumLITE |
| 0.01% | 0.01% | $8.6万 | 100股 | $7.0万 | 100股 | 00.00% | 持仓不变 |
 MONDELEZ INTL CL AMDLZ |
| 0.01% | 0.01% | $5.8万 | 1,000股 | $5.8万 | 1,000股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| <0.01% | <0.01% | $4.2万 | 100股 | $3.7万 | 100股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| <0.01% | <0.01% | $2.4万 | 100股 | $2.1万 | 100股 | 00.00% | 持仓不变 |
| WWINGSTOPWING |
| <0.01% | <0.01% | $1.7万 | 100股 | $1.5万 | 100股 | 00.00% | 持仓不变 |
 KeyCorpKEY |
| <0.01% | <0.01% | $1.6万 | 698股 | $1.4万 | 698股 | 00.00% | 持仓不变 |
| DDIGITALOCEANDOCN |
| <0.01% | 4.28% | $1.6万 | 100股 | $4,260.7万 | 49.7万股 | -49.7万股-99.98% | 减仓 |
