 英伟达NVDA |
| 5.41% | 5.96% | $2.97亿 | 148.3万股 | $2.76亿 | 158.4万股 | -10.0万股-6.34% | 减仓 |
 苹果AAPL |
| 5.3% | 5.65% | $2.91亿 | 100.5万股 | $2.62亿 | 103.3万股 | -2.8万股-2.72% | 减仓 |
 微软MSFT |
| 3.9% | 3.76% | $2.14亿 | 57.4万股 | $1.74亿 | 47.1万股 | +10.3万股+21.89% | 加仓 |
 谷歌AGOOGL |
| 3.79% | 3.99% | $2.08亿 | 58.3万股 | $1.85亿 | 64.4万股 | -6.1万股-9.52% | 减仓 |
 亚马逊AMZN |
| 2.76% | 2.83% | $1.51亿 | 63.4万股 | $1.31亿 | 63.0万股 | +4,275股+0.68% | 加仓 |
 Meta平台META |
| 1.97% | 1.53% | $1.08亿 | 19.2万股 | $7,117.5万 | 12.4万股 | +6.7万股+54.17% | 加仓 |
 特斯拉TSLA |
| 1.76% | 1.51% | $9,661.2万 | 23.0万股 | $6,999.4万 | 18.8万股 | +4.1万股+22.00% | 加仓 |
 美光科技MU |
| 1.46% | 0.65% | $8,017.7万 | 6.9万股 | $3,006.6万 | 8.9万股 | -2.0万股-21.95% | 减仓 |
 摩根大通JPM |
| 1.42% | 1.04% | $7,809.3万 | 23.9万股 | $4,810.0万 | 16.4万股 | +7.5万股+45.90% | 加仓 |
 博通AVGO |
| 1.32% | 1.4% | $7,257.6万 | 19.2万股 | $6,493.3万 | 21.0万股 | -1.8万股-8.42% | 减仓 |
 万事达MA |
| 1.28% | 1.24% | $6,999.8万 | 13.6万股 | $5,757.2万 | 11.5万股 | +2.1万股+18.28% | 加仓 |
| SSANDISK COMSNDK |
| 1.21% | 0.53% | $6,619.7万 | 2.9万股 | $2,435.7万 | 3.8万股 | -9,223股-24.06% | 减仓 |
 礼来LLY |
| 1.17% | 1.46% | $6,394.3万 | 5.3万股 | $6,776.5万 | 7.4万股 | -2.0万股-27.64% | 减仓 |
 英特尔INTC |
| 1.13% | 0.33% | $6,174.1万 | 44.2万股 | $1,520.4万 | 34.5万股 | +9.8万股+28.34% | 加仓 |
| AASTERA LABSALAB |
| 0.96% | 0.52% | $5,246.1万 | 10.9万股 | $2,398.5万 | 21.9万股 | -11.0万股-50.37% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.93% | 0.82% | $5,082.9万 | 55.2万股 | $3,805.4万 | 41.2万股 | +14.0万股+33.89% | 加仓 |
 ChipotleCMG |
| 0.87% | 0.82% | $4,755.0万 | 139.9万股 | $3,784.4万 | 118.2万股 | +21.6万股+18.29% | 加仓 |
 艾伯维ABBV |
| 0.79% | 0.77% | $4,347.2万 | 17.3万股 | $3,566.9万 | 16.4万股 | +8,749股+5.33% | 加仓 |
 VisaV |
| 0.74% | 0.84% | $4,058.1万 | 11.8万股 | $3,889.9万 | 12.9万股 | -1.0万股-8.10% | 减仓 |
 卡地纳健康CAH |
| 0.73% | 0.4% | $4,012.8万 | 16.9万股 | $1,851.1万 | 8.8万股 | +8.1万股+92.82% | 加仓 |
 沃尔玛WMT |
| 0.72% | 0.82% | $3,964.9万 | 35.0万股 | $3,787.0万 | 30.5万股 | +4.5万股+14.88% | 加仓 |
 默沙东MRK |
| 0.69% | 0.19% | $3,797.2万 | 29.5万股 | $874.3万 | 7.3万股 | +22.3万股+306.58% | 加仓 |
| SSOLSTICE ADVANCED MATLSSOL |
| 0.65% | 0.31% | $3,574.2万 | 40.3万股 | $1,443.6万 | 19.0万股 | +21.4万股+112.82% | 加仓 |
 通用动力GD |
| 0.63% | 0.4% | $3,472.5万 | 9.8万股 | $1,847.5万 | 5.4万股 | +4.4万股+82.11% | 加仓 |
 家得宝HD |
| 0.63% | 0.67% | $3,468.0万 | 9.8万股 | $3,120.0万 | 9.5万股 | +3,467股+3.65% | 加仓 |
 西屋制动WAB |
| 0.61% | 0.55% | $3,364.3万 | 12.5万股 | $2,558.7万 | 10.2万股 | +2.2万股+21.88% | 加仓 |
 贝莱德·INC COMBLK |
| 0.61% | 0.48% | $3,354.6万 | 3.5万股 | $2,235.4万 | 2.3万股 | +1.2万股+50.09% | 加仓 |
 宣伟SHW |
| 0.59% | 0.34% | $3,255.0万 | 9.5万股 | $1,577.2万 | 4.9万股 | +4.5万股+92.13% | 加仓 |
 COPART COMCPRT |
| 0.59% | 0.56% | $3,230.8万 | 114.6万股 | $2,578.7万 | 77.7万股 | +36.9万股+47.55% | 加仓 |
 应用材料AMAT |
| 0.58% | 0.02% | $3,180.2万 | 4.4万股 | $82.0万 | 2,400股 | +4.2万股+1,732.75% | 加仓 |
 飞塔FTNT |
| 0.57% | 0.75% | $3,105.0万 | 20.2万股 | $3,501.4万 | 42.8万股 | -22.6万股-52.83% | 减仓 |
 RobinhoodHOOD |
| 0.56% | 0.64% | $3,084.9万 | 30.8万股 | $2,946.0万 | 42.5万股 | -11.7万股-27.63% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.56% | 0.82% | $3,055.7万 | 6.1万股 | $3,793.3万 | 7.9万股 | -1.8万股-22.86% | 减仓 |
 可口可乐KO |
| 0.56% | 0.5% | $3,045.0万 | 37.5万股 | $2,328.1万 | 30.6万股 | +6.9万股+22.39% | 加仓 |
| AATIATI |
| 0.55% | 0.31% | $3,041.5万 | 15.4万股 | $1,438.9万 | 9.9万股 | +5.5万股+55.99% | 加仓 |
 GE VernovaGEV |
| 0.55% | 0.77% | $3,017.2万 | 2.6万股 | $3,557.0万 | 4.1万股 | -1.5万股-36.98% | 减仓 |
 卡特彼勒CAT |
| 0.51% | 0.32% | $2,824.1万 | 2.7万股 | $1,471.2万 | 2.1万股 | +5,754股+27.71% | 加仓 |
| OONTO INNOVATIONONTO |
| 0.51% | 0.15% | $2,815.6万 | 7.4万股 | $694.3万 | 3.4万股 | +4.1万股+119.74% | 加仓 |
| CCIGNALIBD |
| 0.5% | 0.53% | $2,718.0万 | 9.9万股 | $2,449.1万 | 9.2万股 | +6,782股+7.39% | 加仓 |
| FFASTENAL COMFAST |
| 0.49% | 0.15% | $2,686.0万 | 55.9万股 | $677.0万 | 14.6万股 | +41.3万股+283.29% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.49% | 0.11% | $2,661.7万 | 6.2万股 | $492.7万 | 3.0万股 | +3.2万股+105.53% | 加仓 |
 宝洁PG |
| 0.46% | 0.76% | $2,535.7万 | 17.3万股 | $3,510.4万 | 24.3万股 | -7.0万股-28.85% | 减仓 |
| SSUNOCOCORPSUNC |
| 0.46% | 0.23% | $2,520.2万 | 37.2万股 | $1,070.1万 | 17.4万股 | +19.9万股+114.57% | 加仓 |
 德康医疗DXCM |
| 0.45% | 0.71% | $2,470.6万 | 36.7万股 | $3,300.9万 | 52.6万股 | -15.9万股-30.21% | 减仓 |
 AMD超威AMD |
| 0.44% | — | $2,398.6万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
 IRENIREN |
| 0.43% | 0.27% | $2,385.2万 | 52.2万股 | $1,265.3万 | 36.9万股 | +15.2万股+41.31% | 加仓 |
 好市多COST |
| 0.43% | 0.5% | $2,383.8万 | 2.5万股 | $2,307.8万 | 2.3万股 | +2,321股+10.02% | 加仓 |
 阿斯利康AZN |
| 0.43% | — | $2,377.6万 | 12.5万股 | $0 | 0股 | +12.5万股 | 新买入 |
 CINTAS COMCTAS |
| 0.42% | 0.37% | $2,297.4万 | 13.5万股 | $1,707.0万 | 10.1万股 | +3.4万股+33.85% | 加仓 |
| SSKYWATER TECHNOLOGYSKYT |
| 0.42% | 0.2% | $2,282.0万 | 65.5万股 | $946.2万 | 34.5万股 | +31.0万股+89.85% | 加仓 |
