 苹果AAPL |
| 7.3% | 13.5% | $1.27亿 | 43.8万股 | $1.15亿 | 45.3万股 | -1.5万股-3.27% | 减仓 |
 谷歌AGOOGL |
| 6.35% | — | $1.10亿 | 30.9万股 | $0 | 0股 | +30.9万股 | 新买入 |
 台积电TSM |
| 5.37% | 11.15% | $9,329.8万 | 19.5万股 | $9,492.7万 | 28.1万股 | -8.6万股-30.45% | 减仓 |
 博通AVGO |
| 5.3% | — | $9,200.7万 | 24.4万股 | $0 | 0股 | +24.4万股 | 新买入 |
 亚马逊AMZN |
| 4.55% | 8.28% | $7,894.3万 | 33.1万股 | $7,044.7万 | 33.8万股 | -7,026股-2.08% | 减仓 |
 QUANTA SVCSPWR |
| 4.2% | — | $7,295.9万 | 10.1万股 | $0 | 0股 | +10.1万股 | 新买入 |
 礼来LLY |
| 4.06% | 6.46% | $7,043.8万 | 5.9万股 | $5,500.6万 | 6.0万股 | -1,078股-1.80% | 减仓 |
 PALO ALTOPANW |
| 3.9% | 5.06% | $6,767.7万 | 19.8万股 | $4,308.7万 | 26.9万股 | -7.0万股-26.16% | 减仓 |
 微软MSFT |
| 3.56% | 7.47% | $6,188.2万 | 16.6万股 | $6,357.0万 | 17.2万股 | -5,838股-3.40% | 减仓 |
 康宁GLW |
| 3.5% | 0.21% | $6,079.7万 | 23.8万股 | $175.9万 | 1.3万股 | +22.5万股+1,739.82% | 加仓 |
 AXON ENTERPRISEAXON |
| 3.36% | — | $5,834.1万 | 10.4万股 | $0 | 0股 | +10.4万股 | 新买入 |
 WEST PHARMACEUTICAL SVSCWST |
| 3.03% | 4.55% | $5,268.8万 | 14.7万股 | $3,869.9万 | 15.4万股 | -7,637股-4.95% | 减仓 |
 CHURCH & DWIGHTCHD |
| 2.97% | 5.94% | $5,162.4万 | 53.3万股 | $5,057.2万 | 54.2万股 | -9,055股-1.67% | 减仓 |
 NETFLIXNFLX |
| 2.84% | — | $4,940.8万 | 69.2万股 | $0 | 0股 | +69.2万股 | 新买入 |
 LabcorpECL |
| 2.75% | 5.44% | $4,775.5万 | 17.1万股 | $4,628.7万 | 17.3万股 | -2,927股-1.69% | 减仓 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 2.58% | — | $4,480.4万 | 9.9万股 | $0 | 0股 | +9.9万股 | 新买入 |
 CrowdStrikeCRWD |
| 2.53% | — | $4,395.8万 | 5.8万股 | $0 | 0股 | +5.8万股 | 新买入 |
 高露洁CL |
| 2.53% | 4.99% | $4,392.6万 | 47.9万股 | $4,245.1万 | 49.8万股 | -1.9万股-3.81% | 减仓 |
 嘉信理财SCHW |
| 2.3% | 4.94% | $3,992.3万 | 43.3万股 | $4,201.2万 | 44.7万股 | -1.4万股-3.21% | 减仓 |
| BBECTON DICKINSON & COMBDX |
| 2.24% | 4.87% | $3,893.1万 | 25.7万股 | $4,149.4万 | 26.4万股 | -6,647股-2.52% | 减仓 |
 WASTE MGMT DELWM |
| 2.21% | — | $3,829.9万 | 17.2万股 | $0 | 0股 | +17.2万股 | 新买入 |
 万事达MA |
| 2.02% | — | $3,514.6万 | 6.8万股 | $0 | 0股 | +6.8万股 | 新买入 |
 MAPLEBEAR COMCART |
| 2.02% | 1.84% | $3,512.7万 | 74.2万股 | $1,568.7万 | 41.9万股 | +32.3万股+77.16% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 2% | — | $3,470.3万 | 7.6万股 | $0 | 0股 | +7.6万股 | 新买入 |
 ServiceNowNOW |
| 1.97% | — | $3,418.6万 | 34.4万股 | $0 | 0股 | +34.4万股 | 新买入 |
 艺康ECL |
| 1.55% | 3.12% | $2,691.7万 | 9.7万股 | $2,651.7万 | 10.0万股 | -3,071股-3.08% | 减仓 |
 新思科技SNPS |
| 1.33% | 2.49% | $2,311.5万 | 5.2万股 | $2,119.9万 | 5.3万股 | -1,648股-3.08% | 减仓 |
 Arm控股ARM |
| 1.28% | — | $2,229.1万 | 6.3万股 | $0 | 0股 | +6.3万股 | 新买入 |
 好市多COST |
| 1.17% | — | $2,035.7万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 InsuletPODD |
| 1.14% | — | $1,976.4万 | 13.0万股 | $0 | 0股 | +13.0万股 | 新买入 |
 ZOETIS CL AZTS |
| 1.09% | — | $1,886.4万 | 26.3万股 | $0 | 0股 | +26.3万股 | 新买入 |
| SSpaceXSPCX |
| 0.92% | — | $1,596.4万 | 9.3万股 | $0 | 0股 | +9.3万股 | 新买入 |
 TJXTJX |
| 0.88% | — | $1,536.2万 | 10.1万股 | $0 | 0股 | +10.1万股 | 新买入 |
 MCCORMICK & COM NON VTGMKC |
| 0.83% | 1.81% | $1,449.0万 | 28.7万股 | $1,544.7万 | 30.6万股 | -1.9万股-6.15% | 减仓 |
 CINTAS COMCTAS |
| 0.69% | 1.46% | $1,205.0万 | 7.1万股 | $1,244.9万 | 7.4万股 | -2,755股-3.74% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.54% | 0.71% | $941.7万 | 7.6万股 | $602.5万 | 1.4万股 | +6.2万股+436.69% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.13% | — | $230.4万 | 3,085股 | $0 | 0股 | +3,085股 | 新买入 |
 强生JNJ |
| 0.09% | 0.17% | $156.2万 | 6,149股 | $147.5万 | 6,033股 | +116股+1.92% | 加仓 |
| Q高通QCOM |
| 0.08% | 0.12% | $147.6万 | 7,987股 | $101.7万 | 7,900股 | +87股+1.10% | 加仓 |
 CG ONCOLOGYCGON |
| 0.08% | 0.16% | $137.8万 | 1.9万股 | $136.2万 | 2.0万股 | -731股-3.63% | 减仓 |
 默沙东MRK |
| 0.08% | — | $137.7万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 摩根大通JPM |
| 0.08% | — | $137.4万 | 4,199股 | $0 | 0股 | +4,199股 | 新买入 |
| VVERA THERAPEUTICSVERA |
| 0.08% | — | $131.2万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
| OONTO INNOVATIONONTO |
| 0.07% | 0.06% | $122.1万 | 3,227股 | $52.1万 | 2,542股 | +685股+26.95% | 加仓 |
 CYTOKINETICSCYTK |
| 0.07% | — | $121.5万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 SCHOLAR ROCKSRRK |
| 0.07% | — | $119.4万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 美国包装PKG |
| 0.07% | 0.12% | $117.7万 | 4,939股 | $103.6万 | 4,884股 | +55股+1.13% | 加仓 |
 MADRIGAL PHARMACEUTICALSMDGL |
| 0.07% | 0.16% | $114.6万 | 2,135股 | $136.8万 | 2,613股 | -478股-18.29% | 减仓 |
| DDYCOM INDSDY |
| 0.06% | 0.09% | $112.2万 | 2,220股 | $78.0万 | 2,303股 | -83股-3.60% | 减仓 |
| VVERACYTEVCYT |
| 0.06% | — | $111.0万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
