 谷歌AGOOGL |
| 11.77% | 10.92% | $2,286.3万 | 6.4万股 | $1,839.7万 | 6.4万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 8.3% | 9.72% | $1,612.5万 | 2.9万股 | $1,637.8万 | 2.9万股 | 00.00% | 持仓不变 |
 VertivVRT |
| 7.07% | 9.66% | $1,373.6万 | 4.1万股 | $1,626.9万 | 6.5万股 | -2.4万股-36.81% | 减仓 |
 亚马逊AMZN |
| 5.94% | 5.99% | $1,154.3万 | 4.8万股 | $1,008.7万 | 4.8万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 4.87% | 4.76% | $945.2万 | 2.7万股 | $801.1万 | 2.8万股 | -1,175股-4.21% | 减仓 |
 高盛GS |
| 4.42% | 4.26% | $858.1万 | 8,485股 | $717.8万 | 8,485股 | 00.00% | 持仓不变 |
 万事达MA |
| 4.18% | 4.69% | $812.2万 | 1.6万股 | $790.2万 | 1.6万股 | 00.00% | 持仓不变 |
 TransDigmTDG |
| 4.09% | 4.11% | $795.2万 | 5,970股 | $691.9万 | 5,970股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 4.02% | 1.53% | $780.9万 | 5.6万股 | $258.3万 | 5.9万股 | -2,600股-4.44% | 减仓 |
 摩根大通JPM |
| 3.99% | 4.13% | $774.7万 | 2.4万股 | $696.2万 | 2.4万股 | 00.00% | 持仓不变 |
 CrowdStrikeCRWD |
| 3.36% | 2.13% | $652.9万 | 8,555股 | $359.6万 | 9,210股 | -655股-7.11% | 减仓 |
 康宁GLW |
| 2.99% | — | $579.8万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 COOPER COSCOO |
| 2.97% | 3.01% | $577.8万 | 8.1万股 | $506.4万 | 7.1万股 | +9,750股+13.77% | 加仓 |
 IDEXX LABS COMIDXX |
| 2.87% | 3.18% | $558.0万 | 1.1万股 | $535.2万 | 9,525股 | +1,075股+11.29% | 加仓 |
 微软MSFT |
| 2.77% | 3.17% | $537.7万 | 1.4万股 | $533.6万 | 1.4万股 | 00.00% | 持仓不变 |
 万豪MAR |
| 2.49% | 2.54% | $484.2万 | 1.3万股 | $427.3万 | 1.3万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 2.39% | 2.11% | $463.6万 | 3,865股 | $355.5万 | 3,865股 | 00.00% | 持仓不变 |
 L3哈里斯LHX |
| 2.32% | 3.17% | $449.7万 | 1.5万股 | $534.1万 | 1.5万股 | 00.00% | 持仓不变 |
 宝洁PG |
| 2.06% | 2.34% | $400.3万 | 2.7万股 | $394.3万 | 2.7万股 | 00.00% | 持仓不变 |
 家得宝HD |
| 1.9% | 2.04% | $369.3万 | 1.0万股 | $344.4万 | 1.0万股 | 00.00% | 持仓不变 |
 RED ROCK RESORTSRRR |
| 1.87% | 1.76% | $362.4万 | 5.6万股 | $297.3万 | 5.6万股 | 00.00% | 持仓不变 |
 LAUDER ESTEE COS CL AEL |
| 1.77% | 1.86% | $344.7万 | 4.4万股 | $313.4万 | 4.4万股 | 00.00% | 持仓不变 |
| DDRAFTKINGSDKNG1USD |
| 1.73% | 2.02% | $335.4万 | 21.0万股 | $340.8万 | 15.8万股 | +5.2万股+32.99% | 加仓 |
 直觉外科ISRG |
| 1.72% | 1.91% | $335.0万 | 8,425股 | $321.5万 | 6,975股 | +1,450股+20.79% | 加仓 |
 NETFLIXNFLX |
| 1.26% | 1.96% | $244.5万 | 3.4万股 | $329.3万 | 3.4万股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 1.22% | 1.24% | $237.0万 | 5,635股 | $209.5万 | 5,635股 | 00.00% | 持仓不变 |
 BOSTON SCIENTIFIC COMBSX |
| 1.04% | 1.89% | $201.6万 | 4.7万股 | $317.8万 | 5.1万股 | -3,400股-6.71% | 减仓 |
 好市多COST |
| 1.04% | 1.27% | $201.6万 | 2,155股 | $214.7万 | 2,155股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 0.94% | 0.8% | $182.1万 | 1,550股 | $135.3万 | 1,550股 | 00.00% | 持仓不变 |
| SSpaceXSPCX |
| 0.79% | — | $153.8万 | 9,000股 | $0 | 0股 | +9,000股 | 新买入 |
 AMD超威AMD |
| 0.78% | 0.31% | $151.0万 | 2,600股 | $52.9万 | 2,600股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.73% | 0.59% | $141.9万 | 7,090股 | $99.7万 | 5,715股 | +1,375股+24.06% | 加仓 |
| CCAVACAVA |
| 0.34% | 0.9% | $65.6万 | 8,365股 | $152.2万 | 1.9万股 | -1.0万股-55.54% | 减仓 |
| NNATIONAL ENERGY SERVICES REUNESR |
| 0.01% | 0.01% | $1.3万 | 450股 | $9,662 | 450股 | 00.00% | 持仓不变 |
