 NETFLIXNFLX |
| 9.39% | 5.08% | $1,091.8万 | 15.3万股 | $544.3万 | 5.7万股 | +9.6万股+170.12% | 加仓 |
 谷歌AGOOGL |
| 5.73% | 5.59% | $665.8万 | 1.9万股 | $599.8万 | 2.1万股 | -2,227股-10.68% | 减仓 |
| SStrategyMSTR |
| 5.25% | 8.16% | $609.7万 | 7.0万股 | $875.0万 | 7.0万股 | +31股+0.04% | 加仓 |
 英伟达NVDA |
| 5.03% | 4.59% | $584.1万 | 2.9万股 | $491.7万 | 2.8万股 | +997股+3.54% | 加仓 |
 台积电TSM |
| 4.74% | 3.98% | $551.2万 | 1.2万股 | $427.3万 | 1.3万股 | -1,101股-8.71% | 减仓 |
 亚马逊AMZN |
| 4.74% | 5.15% | $550.5万 | 2.3万股 | $552.5万 | 2.7万股 | -3,429股-12.93% | 减仓 |
 苹果AAPL |
| 4.65% | 5.96% | $540.1万 | 1.9万股 | $638.8万 | 2.5万股 | -6,503股-25.84% | 减仓 |
 MERCADOLIBRE COMMELI |
| 3.59% | 4.16% | $417.2万 | 2,458股 | $445.6万 | 2,577股 | -119股-4.62% | 减仓 |
 VisaV |
| 3.33% | 0.19% | $387.2万 | 1.1万股 | $20.9万 | 692股 | +1.1万股+1,531.07% | 加仓 |
 优步UBER |
| 3.16% | 3.65% | $366.7万 | 5.1万股 | $391.4万 | 5.4万股 | -3,586股-6.59% | 减仓 |
 礼来LLY |
| 3.06% | 1.32% | $355.2万 | 2,984股 | $141.3万 | 1,472股 | +1,512股+102.72% | 加仓 |
 好市多COST |
| 2.73% | 3.96% | $317.5万 | 3,394股 | $424.5万 | 4,260股 | -866股-20.33% | 减仓 |
| AAPPLOVINAPP |
| 2.7% | 2.02% | $314.0万 | 6,095股 | $216.8万 | 5,448股 | +647股+11.88% | 加仓 |
 GE航空GE |
| 2.69% | 2.78% | $312.5万 | 8,362股 | $297.7万 | 1.0万股 | -2,130股-20.30% | 减仓 |
 沃尔玛WMT |
| 2.19% | 3.14% | $254.9万 | 2.3万股 | $337.1万 | 2.7万股 | -4,606股-16.98% | 减仓 |
 HEICOHEI |
| 2.07% | 1.94% | $240.0万 | 6,739股 | $208.2万 | 7,593股 | -854股-11.25% | 减仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 1.92% | 2.48% | $223.0万 | 1.9万股 | $265.6万 | 2.4万股 | -4,993股-20.94% | 减仓 |
 博通AVGO |
| 1.87% | 1.45% | $217.2万 | 5,751股 | $155.0万 | 5,007股 | +744股+14.86% | 加仓 |
 切尼尔能源LNG |
| 1.81% | — | $210.0万 | 8,785股 | $0 | 0股 | +8,785股 | 新买入 |
 黑石集团BX |
| 1.62% | 1.9% | $188.6万 | 1.6万股 | $204.1万 | 1.8万股 | -1,716股-9.67% | 减仓 |
 TransDigmTDG |
| 1.51% | 0.96% | $175.0万 | 1,314股 | $102.7万 | 886股 | +428股+48.31% | 加仓 |
 艾伯维ABBV |
| 1.47% | 0.49% | $170.5万 | 6,775股 | $52.2万 | 2,398股 | +4,377股+182.53% | 加仓 |
| CCBRE CL ACBRE |
| 1.41% | — | $163.3万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.34% | 4.19% | $155.3万 | 3,382股 | $448.8万 | 9,256股 | -5,874股-63.46% | 减仓 |
 摩根大通JPM |
| 1.04% | 0.86% | $120.6万 | 3,684股 | $92.2万 | 3,135股 | +549股+17.51% | 加仓 |
 PALO ALTOPANW |
| 1.03% | — | $119.7万 | 3,511股 | $0 | 0股 | +3,511股 | 新买入 |
 帕兰提尔PLTR |
| 0.99% | 3.01% | $114.6万 | 9,822股 | $323.0万 | 2.2万股 | -1.2万股-55.52% | 减仓 |
 GE VernovaGEV |
| 0.85% | 0.9% | $98.7万 | 840股 | $96.9万 | 1,110股 | -270股-24.32% | 减仓 |
 阿斯麦ASML |
| 0.85% | — | $98.5万 | 495股 | $0 | 0股 | +495股 | 新买入 |
 TJXTJX |
| 0.85% | — | $98.4万 | 6,495股 | $0 | 0股 | +6,495股 | 新买入 |
 微软MSFT |
| 0.7% | 3.6% | $81.1万 | 2,174股 | $386.1万 | 1.0万股 | -8,257股-79.16% | 减仓 |
 阿斯利康AZN |
| 0.64% | — | $74.9万 | 4,006股 | $0 | 0股 | +4,006股 | 新买入 |
 诺和诺德NVO |
| 0.63% | — | $73.2万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| QQXOQXO |
| 0.58% | — | $66.9万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
 伊顿ETN |
| 0.57% | — | $66.6万 | 1,563股 | $0 | 0股 | +1,563股 | 新买入 |
 AXON ENTERPRISEAXON |
| 0.55% | — | $64.4万 | 1,148股 | $0 | 0股 | +1,148股 | 新买入 |
 布鲁克菲尔德BN |
| 0.54% | 0.46% | $62.3万 | 1.5万股 | $49.5万 | 1.2万股 | +2,399股+19.63% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.52% | 0.54% | $60.0万 | 1,200股 | $57.7万 | 1,204股 | -4股-0.33% | 减仓 |
 卡特彼勒CAT |
| 0.51% | — | $58.8万 | 552股 | $0 | 0股 | +552股 | 新买入 |
| TTALEN ENERGYTLN |
| 0.5% | — | $57.9万 | 1,508股 | $0 | 0股 | +1,508股 | 新买入 |
 AON SHS CL AAON |
| 0.43% | 0.45% | $49.8万 | 1,500股 | $48.4万 | 1,500股 | 00.00% | 持仓不变 |
 VistraVST |
| 0.42% | — | $49.2万 | 3,100股 | $0 | 0股 | +3,100股 | 新买入 |
| DDOORDASHDASH |
| 0.42% | — | $48.7万 | 2,639股 | $0 | 0股 | +2,639股 | 新买入 |
| SSTRIVE CL A COMASST |
| 0.42% | 0.41% | $48.3万 | 4.4万股 | $44.4万 | 4.4万股 | 00.00% | 持仓不变 |
| PPETROLEO BRASILEIROPBR |
| 0.38% | 0.52% | $43.6万 | 2.7万股 | $56.0万 | 2.7万股 | 00.00% | 持仓不变 |
 ServiceNowNOW |
| 0.35% | 3.16% | $40.8万 | 4,112股 | $338.7万 | 3.2万股 | -2.8万股-87.31% | 减仓 |
 美光科技MU |
| 0.35% | — | $40.4万 | 350股 | $0 | 0股 | +350股 | 新买入 |
| KKKR & COMKKR |
| 0.35% | 0.38% | $40.4万 | 4,401股 | $40.5万 | 4,373股 | +28股+0.64% | 加仓 |
 雷神技术RTX |
| 0.32% | — | $36.8万 | 1,942股 | $0 | 0股 | +1,942股 | 新买入 |
 CORTEVA COMCTVA |
| 0.32% | — | $36.7万 | 4,295股 | $0 | 0股 | +4,295股 | 新买入 |
