 英伟达NVDA |
| 11.82% | 12.55% | $35.47亿 | 1,772.5万股 | $28.57亿 | 1,638.2万股 | +134.3万股+8.20% | 加仓 |
 微软MSFT |
| 6.42% | 8.11% | $19.26亿 | 516.4万股 | $18.46亿 | 498.6万股 | +17.8万股+3.58% | 加仓 |
 亚马逊AMZN |
| 5.74% | 6.54% | $17.23亿 | 723.0万股 | $14.90亿 | 715.3万股 | +7.7万股+1.08% | 加仓 |
 NEBIUSNBIS |
| 5.27% | 4.37% | $15.82亿 | 572.7万股 | $9.96亿 | 959.9万股 | -387.3万股-40.34% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 5.1% | 4.82% | $15.31亿 | 433.4万股 | $10.97亿 | 382.3万股 | +51.1万股+13.37% | 加仓 |
 苹果AAPL |
| 4.86% | 5.17% | $14.59亿 | 504.2万股 | $11.77亿 | 463.7万股 | +40.5万股+8.74% | 加仓 |
 西部数据WDC |
| 4.7% | 3.16% | $14.09亿 | 220.6万股 | $7.19亿 | 266.0万股 | -45.4万股-17.05% | 减仓 |
 Meta平台META |
| 3.74% | 4.47% | $11.23亿 | 199.4万股 | $10.18亿 | 178.0万股 | +21.4万股+12.03% | 加仓 |
 博通AVGO |
| 3.47% | 4.01% | $10.41亿 | 275.5万股 | $9.13亿 | 294.9万股 | -19.4万股-6.58% | 减仓 |
| SSpaceXSPCX |
| 3.29% | — | $9.87亿 | 577.9万股 | $0 | 0股 | +577.9万股 | 新买入 |
 特斯拉TSLA |
| 2.81% | 2.98% | $8.45亿 | 200.8万股 | $6.79亿 | 182.6万股 | +18.3万股+10.01% | 加仓 |
| AAPPLOVINAPP |
| 2.22% | 2.05% | $6.67亿 | 129.4万股 | $4.67亿 | 117.3万股 | +12.1万股+10.32% | 加仓 |
| AASTERA LABSALAB |
| 2.07% | 1.24% | $6.20亿 | 128.4万股 | $2.82亿 | 257.3万股 | -128.9万股-50.10% | 减仓 |
| TTALEN ENERGYTLN |
| 1.98% | 1.66% | $5.94亿 | 154.6万股 | $3.79亿 | 118.6万股 | +36.1万股+30.40% | 加仓 |
 NateraNTRA |
| 1.61% | 1.54% | $4.83亿 | 177.8万股 | $3.51亿 | 175.6万股 | +2.2万股+1.23% | 加仓 |
| QQXOQXO |
| 1.58% | 1.91% | $4.73亿 | 2,736.2万股 | $4.35亿 | 2,240.5万股 | +495.7万股+22.13% | 加仓 |
 GE VernovaGEV |
| 1.57% | 1.31% | $4.70亿 | 40.0万股 | $2.98亿 | 34.1万股 | +6.0万股+17.47% | 加仓 |
| SSEA SPONSORD ADSSE |
| 1.15% | 1.23% | $3.46亿 | 361.0万股 | $2.79亿 | 337.1万股 | +23.9万股+7.09% | 加仓 |
 美光科技MU |
| 1.03% | 0.16% | $3.09亿 | 26.8万股 | $3,746.4万 | 11.1万股 | +15.7万股+141.61% | 加仓 |
 HEICO NEW CL AHEI |
| 0.91% | 0.89% | $2.72亿 | 105.4万股 | $2.03亿 | 96.1万股 | +9.2万股+9.61% | 加仓 |
 ARROWHEAD PHARMACEUTICALS INARWR |
| 0.9% | 0.92% | $2.69亿 | 330.2万股 | $2.10亿 | 334.2万股 | -4.1万股-1.21% | 减仓 |
 AMD超威AMD |
| 0.88% | — | $2.63亿 | 45.2万股 | $0 | 0股 | +45.2万股 | 新买入 |
 诺和诺德NVO |
| 0.78% | — | $2.35亿 | 490.8万股 | $0 | 0股 | +490.8万股 | 新买入 |
 RobinhoodHOOD |
| 0.76% | 0.34% | $2.29亿 | 228.1万股 | $7,723.3万 | 111.4万股 | +116.7万股+104.70% | 加仓 |
 ROKU COM CL AROKU |
| 0.74% | 0.66% | $2.21亿 | 159.7万股 | $1.51亿 | 159.1万股 | +5,594股+0.35% | 加仓 |
 GFL ENVIRONMENTALGFL |
| 0.67% | 1.1% | $2.00亿 | 543.0万股 | $2.51亿 | 601.8万股 | -58.7万股-9.76% | 减仓 |
 LumentumLITE |
| 0.66% | 0.01% | $1.99亿 | 23.2万股 | $258.2万 | 3,674股 | +22.8万股+6,208.85% | 加仓 |
 TwilioTWLO |
| 0.57% | 0.11% | $1.71亿 | 83.1万股 | $2,399.9万 | 19.1万股 | +64.0万股+335.64% | 加仓 |
 渤健BIIB |
| 0.57% | 0.59% | $1.70亿 | 78.8万股 | $1.34亿 | 73.3万股 | +5.5万股+7.52% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.53% | — | $1.59亿 | 62.4万股 | $0 | 0股 | +62.4万股 | 新买入 |
| FFIGURE TECHNOLOGY SOLUTIOFIGR |
| 0.51% | 0.57% | $1.54亿 | 500.6万股 | $1.30亿 | 383.9万股 | +116.7万股+30.40% | 加仓 |
 MERCADOLIBRE COMMELI |
| 0.46% | 0.72% | $1.37亿 | 8.1万股 | $1.64亿 | 9.5万股 | -1.4万股-14.84% | 减仓 |
 IRENIREN |
| 0.44% | 0.05% | $1.31亿 | 287.4万股 | $1,114.4万 | 32.5万股 | +254.9万股+784.12% | 加仓 |
| DDIANTHUS THERAPEUTICSDNTH |
| 0.42% | 0.43% | $1.27亿 | 130.2万股 | $9,750.9万 | 116.2万股 | +14.1万股+12.10% | 加仓 |
 ROCKET COS COM CL ARKT |
| 0.42% | 0.64% | $1.25亿 | 792.4万股 | $1.45亿 | 1,018.9万股 | -226.5万股-22.23% | 减仓 |
 CloudflareNET |
| 0.39% | 0.49% | $1.18亿 | 48.0万股 | $1.11亿 | 53.8万股 | -5.8万股-10.77% | 减仓 |
 VertivVRT |
| 0.39% | 0.52% | $1.16亿 | 34.7万股 | $1.19亿 | 47.3万股 | -12.6万股-26.56% | 减仓 |
 卡地纳健康CAH |
| 0.38% | 0.48% | $1.14亿 | 48.1万股 | $1.10亿 | 52.2万股 | -4.1万股-7.92% | 减仓 |
 强生JNJ |
| 0.38% | 0.36% | $1.13亿 | 44.4万股 | $8,178.8万 | 33.5万股 | +11.0万股+32.74% | 加仓 |
 WELLTOWER COMWELL |
| 0.37% | 0.46% | $1.10亿 | 48.5万股 | $1.05亿 | 53.4万股 | -4.9万股-9.09% | 减仓 |
| RRBC BEARINGSRBC |
| 0.36% | 0.43% | $1.08亿 | 16.8万股 | $9,729.1万 | 17.9万股 | -1.2万股-6.48% | 减仓 |
 希捷STX |
| 0.35% | 0.11% | $1.05亿 | 10.8万股 | $2,450.8万 | 6.3万股 | +4.6万股+73.37% | 加仓 |
| RREPLIGENRGEN |
| 0.33% | 0.23% | $1.00亿 | 73.4万股 | $5,122.5万 | 43.5万股 | +29.9万股+68.76% | 加仓 |
 科磊KLAC |
| 0.32% | 0.21% | $9,581.2万 | 31.8万股 | $4,753.8万 | 3.2万股 | +28.5万股+883.59% | 加仓 |
 谷歌AGOOGL |
| 0.32% | 0.29% | $9,543.5万 | 26.7万股 | $6,656.8万 | 23.1万股 | +3.6万股+15.36% | 加仓 |
 自由港麦克莫兰FCX |
| 0.31% | — | $9,312.8万 | 148.1万股 | $0 | 0股 | +148.1万股 | 新买入 |
 礼来LLY |
| 0.3% | 0.48% | $9,076.0万 | 7.6万股 | $1.09亿 | 11.9万股 | -4.3万股-36.29% | 减仓 |
 ShopifySHOP |
| 0.3% | 0.48% | $8,866.0万 | 77.6万股 | $1.10亿 | 93.1万股 | -15.4万股-16.57% | 减仓 |
| GGLOBALFOUNDRIES INC ORDINARY SHARESGFS |
| 0.29% | — | $8,806.4万 | 106.7万股 | $0 | 0股 | +106.7万股 | 新买入 |
 EAST WEST BANCORPEWBC |
| 0.28% | 0.24% | $8,328.0万 | 54.7万股 | $5,395.8万 | 51.0万股 | +3.7万股+7.34% | 加仓 |
