 英伟达NVDA |
| 11.31% | 10.75% | $1,882.2万 | 9.4万股 | $1,640.5万 | 9.4万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 10.12% | — | $1,684.6万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 9.56% | 5.09% | $1,589.9万 | 6.4万股 | $777.2万 | 3.9万股 | +2.4万股+61.63% | 加仓 |
 切尼尔能源LNG |
| 8.71% | 6.69% | $1,448.4万 | 6.1万股 | $1,021.5万 | 3.6万股 | +2.5万股+68.33% | 加仓 |
 汽车地带AZO |
| 7.68% | 6.49% | $1,278.1万 | 3,999股 | $991.0万 | 2,934股 | +1,065股+36.30% | 加仓 |
 亚马逊AMZN |
| 7.18% | 6.83% | $1,194.1万 | 5.0万股 | $1,043.4万 | 5.0万股 | 00.00% | 持仓不变 |
 万事达MA |
| 7.01% | 6.45% | $1,165.9万 | 2.3万股 | $984.3万 | 2.0万股 | +3,000股+15.23% | 加仓 |
 GE VernovaGEV |
| 6.72% | 5.44% | $1,117.3万 | 9,510股 | $830.1万 | 9,510股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 6.04% | 5.63% | $1,004.7万 | 8.9万股 | $860.1万 | 6.9万股 | +2.0万股+28.18% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 5.52% | — | $918.7万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
| CCARPENTER TECHNOLOGYCRS |
| 4.98% | 6.94% | $829.3万 | 1.3万股 | $1,060.1万 | 2.7万股 | -1.3万股-50.01% | 减仓 |
 LumentumLITE |
| 4.54% | 4.88% | $755.1万 | 8,800股 | $744.9万 | 1.1万股 | -1,800股-16.98% | 减仓 |
 新思科技SNPS |
| 4.1% | 7.35% | $682.5万 | 1.5万股 | $1,122.0万 | 2.8万股 | -1.3万股-45.94% | 减仓 |
 TradewebTW |
| 3.94% | 5.07% | $655.8万 | 6.6万股 | $774.2万 | 6.6万股 | 00.00% | 持仓不变 |
| SSANDISK COMSNDK |
| 2.6% | 2.62% | $432.0万 | 1,900股 | $400.3万 | 6,300股 | -4,400股-69.84% | 减仓 |
