 英伟达NVDA |
| 10.74% | 11.32% | $31.21亿 | 1,560.0万股 | $29.05亿 | 1,665.4万股 | -105.4万股-6.33% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 10.7% | 7.43% | $31.09亿 | 880.0万股 | $19.05亿 | 664.2万股 | +215.8万股+32.48% | 加仓 |
 博通AVGO |
| 6.02% | 6.17% | $17.50亿 | 463.3万股 | $15.83亿 | 511.5万股 | -48.1万股-9.41% | 减仓 |
 苹果AAPL |
| 4.86% | 9.16% | $14.11亿 | 487.8万股 | $23.50亿 | 925.9万股 | -438.2万股-47.32% | 减仓 |
 亚马逊AMZN |
| 3.53% | 4.4% | $10.26亿 | 430.5万股 | $11.28亿 | 541.5万股 | -111.0万股-20.50% | 减仓 |
 微软MSFT |
| 2.95% | 6.48% | $8.56亿 | 229.5万股 | $16.62亿 | 448.8万股 | -219.3万股-48.86% | 减仓 |
 AMD超威AMD |
| 2.92% | 1.5% | $8.48亿 | 146.0万股 | $3.86亿 | 189.5万股 | -43.5万股-22.96% | 减仓 |
 礼来LLY |
| 2.86% | 2.72% | $8.32亿 | 69.4万股 | $6.97亿 | 75.8万股 | -6.4万股-8.44% | 减仓 |
 Meta平台META |
| 2.59% | 3.88% | $7.54亿 | 133.8万股 | $9.95亿 | 173.9万股 | -40.1万股-23.04% | 减仓 |
 希尔顿HLT |
| 2.49% | 2.07% | $7.23亿 | 218.7万股 | $5.31亿 | 174.5万股 | +44.2万股+25.34% | 加仓 |
 阿斯麦ASML |
| 2.38% | 1.81% | $6.93亿 | 34.8万股 | $4.63亿 | 35.1万股 | -2,315股-0.66% | 减仓 |
 美光科技MU |
| 2.22% | 0.77% | $6.46亿 | 55.9万股 | $1.97亿 | 58.4万股 | -2.4万股-4.14% | 减仓 |
 GE航空GE |
| 2.2% | 2.64% | $6.38亿 | 170.8万股 | $6.77亿 | 238.7万股 | -67.9万股-28.43% | 减仓 |
 Arista网络ANET |
| 2.04% | 0.99% | $5.92亿 | 348.5万股 | $2.54亿 | 206.5万股 | +142.0万股+68.74% | 加仓 |
 LumentumLITE |
| 1.76% | — | $5.11亿 | 59.6万股 | $0 | 0股 | +59.6万股 | 新买入 |
 VisaV |
| 1.74% | 1.6% | $5.05亿 | 147.2万股 | $4.10亿 | 135.7万股 | +11.5万股+8.51% | 加仓 |
 希捷STX |
| 1.72% | — | $4.99亿 | 51.7万股 | $0 | 0股 | +51.7万股 | 新买入 |
 特斯拉TSLA |
| 1.66% | 2.12% | $4.84亿 | 115.0万股 | $5.42亿 | 145.9万股 | -30.9万股-21.18% | 减仓 |
 科磊KLAC |
| 1.58% | 0.92% | $4.60亿 | 152.5万股 | $2.37亿 | 16.1万股 | +136.4万股+848.38% | 加仓 |
 江森自控JCI |
| 1.48% | — | $4.30亿 | 294.6万股 | $0 | 0股 | +294.6万股 | 新买入 |
 GE VernovaGEV |
| 1.46% | 1.82% | $4.24亿 | 36.1万股 | $4.66亿 | 53.4万股 | -17.3万股-32.43% | 减仓 |
 ANALOG DEVICES COMADI |
| 1.37% | 1.12% | $3.97亿 | 99.9万股 | $2.88亿 | 90.6万股 | +9.3万股+10.22% | 加仓 |
 特灵科技TT |
| 1.35% | 1.29% | $3.93亿 | 80.1万股 | $3.30亿 | 79.3万股 | +8,321股+1.05% | 加仓 |
 VertivVRT |
| 1.34% | 0.84% | $3.89亿 | 116.2万股 | $2.17亿 | 86.5万股 | +29.8万股+34.42% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 1.31% | 1.34% | $3.80亿 | 141.3万股 | $3.43亿 | 148.7万股 | -7.4万股-4.97% | 减仓 |
 卡特彼勒CAT |
| 1.29% | — | $3.74亿 | 35.1万股 | $0 | 0股 | +35.1万股 | 新买入 |
 AFFIRM COM CL AAFRM |
| 1.28% | — | $3.73亿 | 457.8万股 | $0 | 0股 | +457.8万股 | 新买入 |
 万事达MA |
| 1.27% | 1.63% | $3.70亿 | 71.9万股 | $4.18亿 | 83.7万股 | -11.7万股-14.00% | 减仓 |
 安费诺APH |
| 1.24% | 0.65% | $3.60亿 | 204.4万股 | $1.68亿 | 132.8万股 | +71.6万股+53.95% | 加仓 |
 艺康ECL |
| 1.21% | 0.55% | $3.51亿 | 125.8万股 | $1.41亿 | 52.9万股 | +73.0万股+138.03% | 加仓 |
 ELANCO ANIMAL HEALTHELAN |
| 1.14% | 1.27% | $3.33亿 | 1,351.1万股 | $3.26亿 | 1,361.4万股 | -10.3万股-0.76% | 减仓 |
| AAPPLOVINAPP |
| 1.14% | 0.67% | $3.30亿 | 64.0万股 | $1.72亿 | 43.2万股 | +20.8万股+48.27% | 加仓 |
 派克汉尼汾PH |
| 1.09% | 1.33% | $3.18亿 | 32.5万股 | $3.42亿 | 38.2万股 | -5.7万股-14.85% | 减仓 |
 MCKESSON COMMCK |
| 1.09% | 1.28% | $3.18亿 | 42.1万股 | $3.28亿 | 38.0万股 | +4.1万股+10.79% | 加仓 |
| CC H ROBINSON WORLDWIDE INCHRW |
| 1.06% | 1.02% | $3.07亿 | 163.1万股 | $2.63亿 | 158.3万股 | +4.8万股+3.02% | 加仓 |
 QUANTA SVCSPWR |
| 1.04% | 1.5% | $3.03亿 | 42.1万股 | $3.84亿 | 70.0万股 | -27.9万股-39.79% | 减仓 |
 明晟MSCI |
| 1.02% | — | $2.97亿 | 53.0万股 | $0 | 0股 | +53.0万股 | 新买入 |
| SSANDISK COMSNDK |
| 1.02% | — | $2.95亿 | 13.0万股 | $0 | 0股 | +13.0万股 | 新买入 |
 伍德沃德WWD |
| 1.01% | — | $2.94亿 | 69.0万股 | $0 | 0股 | +69.0万股 | 新买入 |
 摩根士丹利MS |
| 0.99% | 0.62% | $2.87亿 | 137.2万股 | $1.59亿 | 96.5万股 | +40.7万股+42.11% | 加仓 |
 AXON ENTERPRISEAXON |
| 0.97% | — | $2.83亿 | 50.5万股 | $0 | 0股 | +50.5万股 | 新买入 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.96% | 1.06% | $2.78亿 | 302.3万股 | $2.72亿 | 295.1万股 | +7.1万股+2.42% | 加仓 |
 天弘CLS |
| 0.9% | — | $2.61亿 | 71.4万股 | $0 | 0股 | +71.4万股 | 新买入 |
 帕兰提尔PLTR |
| 0.79% | 1.97% | $2.31亿 | 197.6万股 | $5.05亿 | 345.1万股 | -147.5万股-42.74% | 减仓 |
| SSpaceXSPCX |
| 0.79% | — | $2.30亿 | 134.5万股 | $0 | 0股 | +134.5万股 | 新买入 |
 甲骨文ORCL |
| 0.78% | 0.27% | $2.25亿 | 153.8万股 | $6,936.1万 | 47.1万股 | +106.6万股+226.10% | 加仓 |
 ShopifySHOP |
| 0.75% | 1.4% | $2.19亿 | 192.0万股 | $3.59亿 | 302.4万股 | -110.5万股-36.52% | 减仓 |
 德州仪器TXN |
| 0.67% | 0.52% | $1.94亿 | 65.1万股 | $1.33亿 | 68.6万股 | -3.5万股-5.16% | 减仓 |
 泛林集团LRCX |
| 0.66% | 0.01% | $1.92亿 | 44.4万股 | $311.7万 | 1.5万股 | +43.0万股+2,944.51% | 加仓 |
 CompassCOMP |
| 0.29% | 0.2% | $8,550.4万 | 693.5万股 | $5,069.2万 | 693.5万股 | 00.00% | 持仓不变 |
