 英伟达NVDA |
| 8.42% | 7.25% | $2.18亿 | 109.1万股 | $1.69亿 | 96.7万股 | +12.4万股+12.86% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 8.1% | 7.18% | $2.10亿 | 59.4万股 | $1.67亿 | 58.2万股 | +1.2万股+2.05% | 加仓 |
 苹果AAPL |
| 7.61% | 6.29% | $1.97亿 | 68.2万股 | $1.46亿 | 57.7万股 | +10.5万股+18.27% | 加仓 |
 亚马逊AMZN |
| 5.14% | 4.71% | $1.33亿 | 56.0万股 | $1.09亿 | 52.5万股 | +3.4万股+6.50% | 加仓 |
 微软MSFT |
| 4.7% | 4.82% | $1.22亿 | 32.7万股 | $1.12亿 | 30.3万股 | +2.4万股+7.88% | 加仓 |
 博通AVGO |
| 2.98% | 3.1% | $7,734.2万 | 20.5万股 | $7,215.0万 | 23.3万股 | -2.8万股-12.17% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.97% | 1.78% | $7,690.4万 | 15.4万股 | $4,137.6万 | 8.6万股 | +6.7万股+78.00% | 加仓 |
 沃尔玛WMT |
| 2.67% | 1.9% | $6,931.7万 | 61.2万股 | $4,412.1万 | 35.5万股 | +25.7万股+72.39% | 加仓 |
 AMD超威AMD |
| 2.6% | 1.15% | $6,740.5万 | 11.6万股 | $2,680.4万 | 13.2万股 | -1.6万股-11.94% | 减仓 |
 摩根大通JPM |
| 2.38% | 2.7% | $6,161.3万 | 18.8万股 | $6,270.5万 | 21.3万股 | -2.5万股-11.70% | 减仓 |
 英特尔INTC |
| 2% | 0.78% | $5,182.4万 | 37.1万股 | $1,811.0万 | 41.0万股 | -3.9万股-9.56% | 减仓 |
 Meta平台META |
| 1.91% | 3.3% | $4,940.8万 | 8.8万股 | $7,672.3万 | 13.4万股 | -4.6万股-34.59% | 减仓 |
 VisaV |
| 1.88% | 2.16% | $4,882.0万 | 14.2万股 | $5,022.3万 | 16.6万股 | -2.4万股-14.37% | 减仓 |
 万事达MA |
| 1.88% | 2.29% | $4,877.6万 | 9.5万股 | $5,323.1万 | 10.7万股 | -1.2万股-10.86% | 减仓 |
 特斯拉TSLA |
| 1.78% | 1.8% | $4,624.4万 | 11.0万股 | $4,186.1万 | 11.3万股 | -2,657股-2.36% | 减仓 |
 好市多COST |
| 1.76% | 2.19% | $4,556.4万 | 4.9万股 | $5,089.4万 | 5.1万股 | -2,369股-4.64% | 减仓 |
 泛林集团LRCX |
| 1.57% | 1.2% | $4,061.6万 | 9.4万股 | $2,784.3万 | 13.0万股 | -3.7万股-28.07% | 减仓 |
 NETFLIXNFLX |
| 1.07% | 1.66% | $2,767.5万 | 38.8万股 | $3,868.3万 | 40.2万股 | -1.5万股-3.66% | 减仓 |
 雪佛龙CVX |
| 0.95% | 1.39% | $2,475.6万 | 14.9万股 | $3,231.3万 | 15.6万股 | -6,833股-4.38% | 减仓 |
| SSTONEXSNEX |
| 0.92% | 0.93% | $2,380.7万 | 20.1万股 | $2,163.6万 | 26.8万股 | -6.7万股-25.11% | 减仓 |
 高盛GS |
| 0.9% | 0.9% | $2,321.8万 | 2.3万股 | $2,095.2万 | 2.5万股 | -1,809股-7.30% | 减仓 |
 AXON ENTERPRISEAXON |
| 0.74% | 0.65% | $1,917.2万 | 3.4万股 | $1,502.1万 | 3.5万股 | -1,172股-3.31% | 减仓 |
 EquinixEQIX |
| 0.74% | 0.81% | $1,916.3万 | 1.8万股 | $1,875.7万 | 1.9万股 | -751股-3.92% | 减仓 |
 台积电TSM |
| 0.68% | 0.56% | $1,775.4万 | 3.7万股 | $1,311.1万 | 3.9万股 | -1,620股-4.18% | 减仓 |
 PALO ALTOPANW |
| 0.66% | 0.46% | $1,721.8万 | 5.0万股 | $1,065.9万 | 6.6万股 | -1.6万股-24.05% | 减仓 |
 TJXTJX |
| 0.61% | 0.71% | $1,592.5万 | 10.5万股 | $1,645.5万 | 10.3万股 | +2,079股+2.02% | 加仓 |
 Arista网络ANET |
| 0.6% | 0.6% | $1,552.9万 | 9.1万股 | $1,396.2万 | 11.4万股 | -2.2万股-19.62% | 减仓 |
 CrowdStrikeCRWD |
| 0.57% | 0.41% | $1,466.9万 | 1.9万股 | $954.0万 | 2.4万股 | -5,213股-21.33% | 减仓 |
 赛富时CRM |
| 0.55% | 0.88% | $1,437.1万 | 9.2万股 | $2,037.0万 | 10.9万股 | -1.7万股-15.94% | 减仓 |
 T-MOBILE US COMTMUS |
| 0.54% | 0.79% | $1,410.0万 | 8.4万股 | $1,831.0万 | 8.7万股 | -3,117股-3.58% | 减仓 |
| WWATSCOWSO |
| 0.54% | 0.55% | $1,408.9万 | 3.4万股 | $1,286.6万 | 3.5万股 | -1,557股-4.40% | 减仓 |
 德康医疗DXCM |
| 0.53% | 0.58% | $1,384.7万 | 20.6万股 | $1,338.1万 | 21.3万股 | -7,479股-3.51% | 减仓 |
 AMGEN COMAMGN |
| 0.53% | 0.66% | $1,367.1万 | 3.8万股 | $1,541.6万 | 4.4万股 | -6,063股-13.84% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.52% | 0.67% | $1,358.7万 | 10.8万股 | $1,568.3万 | 11.3万股 | -4,982股-4.43% | 减仓 |
 AMERICAN TOWER COMAMT |
| 0.52% | 0.64% | $1,353.1万 | 8.3万股 | $1,479.0万 | 8.6万股 | -2,975股-3.47% | 减仓 |
 WASTE CONNECTIONSWCN |
| 0.51% | 0.58% | $1,317.4万 | 7.9万股 | $1,340.0万 | 8.2万股 | -3,460股-4.19% | 减仓 |
 迪士尼DIS |
| 0.5% | 0.61% | $1,294.0万 | 13.4万股 | $1,418.9万 | 14.7万股 | -1.3万股-8.68% | 减仓 |
 康宁GLW |
| 0.49% | 0.4% | $1,277.9万 | 5.0万股 | $932.5万 | 6.9万股 | -1.9万股-27.05% | 减仓 |
| FFASTENAL COMFAST |
| 0.49% | 0.55% | $1,267.1万 | 26.4万股 | $1,276.9万 | 27.5万股 | -1.1万股-4.14% | 减仓 |
| AAPPLOVINAPP |
| 0.48% | 0.55% | $1,249.8万 | 2.4万股 | $1,290.8万 | 3.2万股 | -8,174股-25.20% | 减仓 |
 DatadogDDOG |
| 0.48% | 0.36% | $1,248.1万 | 4.8万股 | $829.6万 | 7.0万股 | -2.2万股-31.79% | 减仓 |
 优步UBER |
| 0.47% | 0.54% | $1,218.5万 | 16.9万股 | $1,251.2万 | 17.4万股 | -5,077股-2.92% | 减仓 |
 直觉外科ISRG |
| 0.45% | 0.67% | $1,169.4万 | 2.9万股 | $1,547.9万 | 3.4万股 | -4,173股-12.43% | 减仓 |
 沃特世WAT |
| 0.44% | 0.4% | $1,132.3万 | 3.0万股 | $937.1万 | 3.1万股 | -1,277股-4.06% | 减仓 |
 BOOKING COMBKNG |
| 0.43% | 0.56% | $1,122.1万 | 6.3万股 | $1,296.4万 | 3,079股 | +6.0万股+1,944.56% | 加仓 |
 联合太平洋铁路UNP |
| 0.43% | 0.5% | $1,103.7万 | 4.1万股 | $1,157.5万 | 4.8万股 | -7,129股-14.94% | 减仓 |
 ServiceNowNOW |
| 0.42% | 0.55% | $1,100.9万 | 11.1万股 | $1,285.5万 | 12.3万股 | -1.2万股-9.81% | 减仓 |
| FFABRINETFN |
| 0.41% | 0.45% | $1,071.7万 | 1.9万股 | $1,037.1万 | 2.0万股 | -820股-4.12% | 减仓 |
 百时美施贵宝BMY |
| 0.39% | 0.46% | $1,011.4万 | 17.6万股 | $1,071.0万 | 17.7万股 | -1,059股-0.60% | 减仓 |
 CVS健康CVS |
| 0.37% | 0.31% | $967.7万 | 9.4万股 | $728.5万 | 10.1万股 | -7,895股-7.78% | 减仓 |
