 AMD超威AMD |
| 7.68% | 3.29% | $4,227.7万 | 7.3万股 | $1,586.0万 | 7.8万股 | -5,187股-6.65% | 减仓 |
 英伟达NVDA |
| 7.59% | 8.15% | $4,182.2万 | 20.9万股 | $3,926.2万 | 22.5万股 | -1.6万股-7.15% | 减仓 |
 亚马逊AMZN |
| 7.58% | 8.09% | $4,175.8万 | 17.5万股 | $3,899.0万 | 18.7万股 | -1.2万股-6.41% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 5.98% | 3.45% | $3,291.4万 | 9.3万股 | $1,664.0万 | 5.8万股 | +3.5万股+60.59% | 加仓 |
 CrowdStrikeCRWD |
| 4.76% | 2.97% | $2,620.2万 | 3.4万股 | $1,432.5万 | 3.7万股 | -2,359股-6.43% | 减仓 |
 礼来LLY |
| 4.59% | 3.85% | $2,528.3万 | 2.1万股 | $1,853.5万 | 2.0万股 | +927股+4.60% | 加仓 |
 万事达MA |
| 4.2% | 6.48% | $2,311.4万 | 4.5万股 | $3,121.2万 | 6.2万股 | -1.7万股-27.96% | 减仓 |
 微软MSFT |
| 4.16% | 6.5% | $2,294.0万 | 6.1万股 | $3,131.7万 | 8.5万股 | -2.3万股-27.31% | 减仓 |
 PALO ALTOPANW |
| 4.13% | 2.37% | $2,272.7万 | 6.7万股 | $1,141.5万 | 7.1万股 | -4,558股-6.40% | 减仓 |
 Meta平台META |
| 3.9% | 6.68% | $2,149.9万 | 3.8万股 | $3,220.1万 | 5.6万股 | -1.8万股-32.19% | 减仓 |
 ServiceNowNOW |
| 3.53% | 4.54% | $1,942.6万 | 19.6万股 | $2,187.7万 | 20.9万股 | -1.4万股-6.49% | 减仓 |
 Arista网络ANET |
| 3% | 2.65% | $1,652.2万 | 9.7万股 | $1,276.1万 | 10.4万股 | -6,675股-6.42% | 减仓 |
 HOWMET AEROSPACE COMHWM |
| 2.88% | 3.02% | $1,588.2万 | 5.9万股 | $1,455.1万 | 6.3万股 | -4,069股-6.44% | 减仓 |
 直觉外科ISRG |
| 2.77% | 3.91% | $1,523.0万 | 3.8万股 | $1,885.2万 | 4.1万股 | -2,598股-6.35% | 减仓 |
 泛林集团LRCX |
| 2.68% | — | $1,477.7万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
 ShopifySHOP |
| 2.55% | 3.22% | $1,405.4万 | 12.3万股 | $1,550.1万 | 13.1万股 | -7,596股-5.81% | 减仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 2.46% | 1.04% | $1,356.8万 | 5.0万股 | $500.7万 | 5.3万股 | -3,451股-6.47% | 减仓 |
 RobinhoodHOOD |
| 2.46% | 2.07% | $1,355.2万 | 13.5万股 | $999.2万 | 14.4万股 | -9,047股-6.27% | 减仓 |
 MERCADOLIBRE COMMELI |
| 2.27% | 2.83% | $1,248.9万 | 7,358股 | $1,363.9万 | 7,888股 | -530股-6.72% | 减仓 |
 台积电TSM |
| 2.15% | — | $1,183.7万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 博通AVGO |
| 2.13% | 1.1% | $1,173.7万 | 3.1万股 | $529.4万 | 1.7万股 | +1.4万股+81.65% | 加仓 |
 VertivVRT |
| 2.1% | 1.33% | $1,156.9万 | 3.5万股 | $643.1万 | 2.6万股 | +8,890股+34.64% | 加仓 |
 优步UBER |
| 1.88% | 2.29% | $1,036.6万 | 14.4万股 | $1,101.9万 | 15.3万股 | -9,535股-6.22% | 减仓 |
 安费诺APH |
| 1.75% | 1.53% | $961.2万 | 5.5万股 | $736.0万 | 5.8万股 | -3,740股-6.42% | 减仓 |
 AXON ENTERPRISEAXON |
| 1.7% | 1.57% | $934.0万 | 1.7万股 | $756.2万 | 1.8万股 | -1,145股-6.43% | 减仓 |
 HEICOHEI |
| 1.58% | — | $871.5万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 帕兰提尔PLTR |
| 1.29% | 1.97% | $710.9万 | 6.1万股 | $947.5万 | 6.5万股 | -3,842股-5.93% | 减仓 |
 甲骨文ORCL |
| 1.21% | 1.47% | $665.1万 | 4.5万股 | $707.3万 | 4.8万股 | -2,699股-5.61% | 减仓 |
 LumentumLITE |
| 1.12% | — | $618.5万 | 7,208股 | $0 | 0股 | +7,208股 | 新买入 |
| SSTERLING INFRASTRUCTURESTRL |
| 1.06% | — | $582.3万 | 6,937股 | $0 | 0股 | +6,937股 | 新买入 |
 江森自控JCI |
| 1.01% | 1.04% | $557.2万 | 3.8万股 | $499.4万 | 3.8万股 | 00.00% | 持仓不变 |
 COINBASE GLOBALCOIN |
| 0.72% | 1.05% | $396.0万 | 2.7万股 | $505.5万 | 2.9万股 | -1,861股-6.43% | 减仓 |
 苹果AAPL |
| 0.49% | 0.49% | $269.9万 | 9,326股 | $236.7万 | 9,326股 | 00.00% | 持仓不变 |
 VisaV |
| 0.33% | 0.34% | $183.3万 | 5,343股 | $161.5万 | 5,343股 | 00.00% | 持仓不变 |
| SSCHWAB PRIME ADVANTAGE MONEY INVESTORSWVXX |
| 0.1% | 0.11% | $52.5万 | 52.5万股 | $52.1万 | 52.1万股 | +4,519股+0.87% | 加仓 |
 谷歌AGOOGL |
| 0.05% | 0.05% | $28.7万 | 802股 | $23.1万 | 802股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 0.05% | 0.04% | $27.8万 | 237股 | $20.7万 | 237股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.04% | — | $23.3万 | 624股 | $0 | 0股 | +624股 | 新买入 |
 宝洁PG |
| 0.04% | 0.04% | $22.0万 | 1,500股 | $21.7万 | 1,500股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 0.04% | 4.17% | $21.5万 | 3,014股 | $2,009.5万 | 20.9万股 | -20.6万股-98.56% | 减仓 |
