 英伟达NVDA |
| 5.28% | 4.62% | $16.17亿 | 808.0万股 | $11.02亿 | 631.7万股 | +176.3万股+27.91% | 加仓 |
 谷歌AGOOGL |
| 4.38% | 2.45% | $13.40亿 | 374.9万股 | $5.83亿 | 202.7万股 | +172.2万股+84.98% | 加仓 |
| AASCENDIS PHARMA A/S SPONSORED ADRASND |
| 4.18% | 4.62% | $12.80亿 | 479.8万股 | $11.01亿 | 481.3万股 | -1.5万股-0.32% | 减仓 |
 AXON ENTERPRISEAXON |
| 2.73% | 1.9% | $8.36亿 | 149.1万股 | $4.52亿 | 106.4万股 | +42.7万股+40.16% | 加仓 |
| FFTAI AVIATIONFTAI |
| 2.6% | 2.93% | $7.95亿 | 293.7万股 | $6.98亿 | 284.8万股 | +8.9万股+3.12% | 加仓 |
 苹果AAPL |
| 2.43% | 3.34% | $7.45亿 | 257.4万股 | $7.95亿 | 313.3万股 | -55.9万股-17.85% | 减仓 |
| CCOMFORT SYS USAFIX |
| 2.3% | 3.59% | $7.04亿 | 35.5万股 | $8.56亿 | 62.1万股 | -26.5万股-42.76% | 减仓 |
 博通AVGO |
| 1.92% | 1.61% | $5.88亿 | 155.7万股 | $3.83亿 | 123.7万股 | +32.0万股+25.84% | 加仓 |
 微软MSFT |
| 1.72% | 2.56% | $5.28亿 | 141.4万股 | $6.11亿 | 165.0万股 | -23.5万股-14.26% | 减仓 |
 HOWMET AEROSPACE COMHWM |
| 1.69% | 2.21% | $5.17亿 | 192.1万股 | $5.28亿 | 229.0万股 | -36.8万股-16.08% | 减仓 |
 礼来LLY |
| 1.63% | 1.41% | $5.00亿 | 41.7万股 | $3.35亿 | 36.5万股 | +5.2万股+14.30% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 1.44% | 0.45% | $4.42亿 | 173.6万股 | $1.08亿 | 71.9万股 | +101.8万股+141.58% | 加仓 |
| MMKSMKSI |
| 1.35% | 1.01% | $4.13亿 | 92.9万股 | $2.41亿 | 104.7万股 | -11.8万股-11.29% | 减仓 |
 Meta平台META |
| 1.25% | 1.26% | $3.82亿 | 67.7万股 | $3.01亿 | 52.7万股 | +15.1万股+28.58% | 加仓 |
 VertivVRT |
| 1.15% | 2.02% | $3.53亿 | 105.4万股 | $4.82亿 | 192.2万股 | -86.7万股-45.13% | 减仓 |
 GE VernovaGEV |
| 0.93% | 0.73% | $2.83亿 | 24.1万股 | $1.74亿 | 19.9万股 | +4.2万股+21.06% | 加仓 |
 美光科技MU |
| 0.86% | 0.14% | $2.63亿 | 22.8万股 | $3,393.1万 | 10.0万股 | +12.8万股+127.22% | 加仓 |
 VisaV |
| 0.85% | 0.58% | $2.62亿 | 76.2万股 | $1.38亿 | 45.7万股 | +30.6万股+66.99% | 加仓 |
| AAPI COM STKAPG |
| 0.85% | 0.79% | $2.61亿 | 615.4万股 | $1.88亿 | 463.5万股 | +151.9万股+32.78% | 加仓 |
 TapestryTPR |
| 0.81% | 1.3% | $2.48亿 | 169.7万股 | $3.10亿 | 219.9万股 | -50.2万股-22.84% | 减仓 |
 RHYTHM PHARMACEUTICALSRYTM |
| 0.8% | 0.7% | $2.45亿 | 220.9万股 | $1.68亿 | 192.9万股 | +27.9万股+14.49% | 加仓 |
 LIFE TIMELTH |
| 0.8% | 0.36% | $2.45亿 | 599.5万股 | $8,581.8万 | 318.6万股 | +281.0万股+88.20% | 加仓 |
 台积电TSM |
| 0.8% | 0.7% | $2.44亿 | 51.1万股 | $1.67亿 | 49.4万股 | +1.7万股+3.55% | 加仓 |
 Guardant HealthGH |
| 0.8% | 0.53% | $2.44亿 | 162.4万股 | $1.26亿 | 136.3万股 | +26.2万股+19.22% | 加仓 |
 QUANTA SVCSPWR |
| 0.78% | 0.76% | $2.39亿 | 33.1万股 | $1.82亿 | 33.2万股 | -327股-0.10% | 减仓 |
 ServiceNowNOW |
| 0.77% | 0.61% | $2.36亿 | 237.4万股 | $1.46亿 | 139.4万股 | +98.0万股+70.26% | 加仓 |
 AMD超威AMD |
| 0.76% | <0.01% | $2.34亿 | 40.3万股 | $102.1万 | 5,020股 | +39.8万股+7,929.50% | 加仓 |
 PALO ALTOPANW |
| 0.73% | 0.43% | $2.25亿 | 65.8万股 | $1.02亿 | 63.6万股 | +2.2万股+3.43% | 加仓 |
 伍德沃德WWD |
| 0.73% | 0.41% | $2.24亿 | 52.7万股 | $9,742.0万 | 27.2万股 | +25.4万股+93.44% | 加仓 |
 Arista网络ANET |
| 0.73% | 0.4% | $2.24亿 | 131.7万股 | $9,581.8万 | 78.0万股 | +53.7万股+68.77% | 加仓 |
 LPL金融LPLA |
| 0.73% | 1.11% | $2.23亿 | 79.3万股 | $2.65亿 | 88.2万股 | -8.8万股-10.03% | 减仓 |
| RROCKET LAB COMRKLB |
| 0.7% | 0.85% | $2.15亿 | 211.4万股 | $2.04亿 | 317.3万股 | -105.9万股-33.37% | 减仓 |
 AMER SPORTS INC COM SHSAS |
| 0.7% | 0.54% | $2.15亿 | 634.5万股 | $1.30亿 | 393.8万股 | +240.7万股+61.14% | 加仓 |
 CloudflareNET |
| 0.67% | 0.47% | $2.05亿 | 83.6万股 | $1.12亿 | 54.2万股 | +29.4万股+54.28% | 加仓 |
 亚马逊AMZN |
| 0.67% | 1.99% | $2.05亿 | 86.0万股 | $4.75亿 | 228.0万股 | -142.0万股-62.28% | 减仓 |
| GGARMIN SHSGRMN |
| 0.67% | 0.37% | $2.05亿 | 86.1万股 | $8,732.0万 | 37.6万股 | +48.5万股+128.78% | 加仓 |
| RREGAL REXNORD COMRRX |
| 0.67% | 0.54% | $2.04亿 | 85.7万股 | $1.28亿 | 68.2万股 | +17.5万股+25.71% | 加仓 |
 NateraNTRA |
| 0.64% | 0.63% | $1.97亿 | 72.7万股 | $1.51亿 | 75.5万股 | -2.8万股-3.72% | 减仓 |
 摩根士丹利MS |
| 0.64% | 0.34% | $1.97亿 | 94.1万股 | $8,171.9万 | 49.7万股 | +44.4万股+89.42% | 加仓 |
| CCARPENTER TECHNOLOGYCRS |
| 0.63% | — | $1.94亿 | 31.4万股 | $0 | 0股 | +31.4万股 | 新买入 |
| SSAMSARA INC CLASS AIOT |
| 0.62% | 0.67% | $1.89亿 | 583.6万股 | $1.61亿 | 507.3万股 | +76.4万股+15.05% | 加仓 |
| DDYNATRACEDT |
| 0.61% | 0.65% | $1.87亿 | 424.9万股 | $1.56亿 | 421.0万股 | +4.0万股+0.94% | 加仓 |
 卡特彼勒CAT |
| 0.61% | 0.1% | $1.86亿 | 17.5万股 | $2,290.1万 | 3.2万股 | +14.2万股+440.20% | 加仓 |
| SSEMTECHSMTC |
| 0.6% | 0.41% | $1.83亿 | 113.3万股 | $9,846.5万 | 128.1万股 | -14.7万股-11.50% | 减仓 |
 AMETEK COMAME |
| 0.57% | 0.67% | $1.75亿 | 72.4万股 | $1.60亿 | 74.6万股 | -2.2万股-2.95% | 减仓 |
 ABIVAXABVX |
| 0.57% | 0.62% | $1.75亿 | 131.0万股 | $1.47亿 | 132.3万股 | -1.3万股-0.99% | 减仓 |
 InsmedINSM |
| 0.57% | 1.01% | $1.74亿 | 163.0万股 | $2.40亿 | 146.8万股 | +16.1万股+10.97% | 加仓 |
 ITTITT |
| 0.54% | 0.56% | $1.64亿 | 83.0万股 | $1.34亿 | 70.3万股 | +12.7万股+18.07% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.53% | 0.02% | $1.63亿 | 128.8万股 | $372.0万 | 2.7万股 | +126.1万股+4,724.39% | 加仓 |
 PTC THERAPEUTICSPTCT |
| 0.52% | — | $1.60亿 | 195.6万股 | $0 | 0股 | +195.6万股 | 新买入 |
