 谷歌AGOOGL |
| 8.69% | 6.47% | $1.15亿 | 32.3万股 | $8,281.5万 | 28.8万股 | +3.5万股+12.19% | 加仓 |
 亚马逊AMZN |
| 6.9% | 5.93% | $9,167.9万 | 38.5万股 | $7,590.7万 | 36.4万股 | +2.0万股+5.54% | 加仓 |
 微软MSFT |
| 5.1% | 5.09% | $6,772.2万 | 18.2万股 | $6,519.7万 | 18.1万股 | +963股+0.53% | 加仓 |
 林德LIN |
| 3.47% | 3.36% | $4,616.2万 | 8.9万股 | $4,304.3万 | 8.7万股 | +2,066股+2.38% | 加仓 |
 Meta平台META |
| 2.68% | 3.21% | $3,556.8万 | 6.3万股 | $4,113.0万 | 7.3万股 | -9,554股-13.14% | 减仓 |
 苹果AAPL |
| 2.47% | 2.14% | $3,282.8万 | 11.3万股 | $2,740.7万 | 10.8万股 | +5,456股+5.05% | 加仓 |
 英伟达NVDA |
| 2.41% | 2.1% | $3,202.9万 | 16.0万股 | $2,688.2万 | 15.5万股 | +4,638股+2.98% | 加仓 |
 甲骨文ORCL |
| 2.04% | 3.24% | $2,711.5万 | 18.5万股 | $4,146.6万 | 28.2万股 | -9.7万股-34.40% | 减仓 |
 AMD超威AMD |
| 1.44% | 1.04% | $1,914.9万 | 3.3万股 | $1,330.6万 | 6.6万股 | -3.3万股-49.89% | 减仓 |
 超微电脑SMCI |
| 1.42% | 0.02% | $1,886.1万 | 64.3万股 | $31.0万 | 2.1万股 | +62.2万股+3,000.02% | 加仓 |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 1.41% | 1.6% | $1,872.0万 | 25.6万股 | $2,046.6万 | 32.6万股 | -7.0万股-21.46% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 1.24% | 1.27% | $1,647.5万 | 22股 | $1,627.1万 | 23股 | -1股-4.35% | 减仓 |
 赛富时CRM |
| 1.22% | 1.47% | $1,617.4万 | 10.3万股 | $1,878.5万 | 10.1万股 | +2,456股+2.44% | 加仓 |
 瑞银UBS |
| 1.2% | 0.97% | $1,594.9万 | 32.2万股 | $1,236.9万 | 32.2万股 | 00.00% | 持仓不变 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 1.13% | 2.07% | $1,502.5万 | 19.3万股 | $2,645.6万 | 28.3万股 | -9.0万股-31.67% | 减仓 |
| TTERADYNETER |
| 1.12% | 0.64% | $1,486.8万 | 3.1万股 | $822.6万 | 2.8万股 | +2,960股+10.66% | 加仓 |
 博通AVGO |
| 0.99% | 0.58% | $1,311.2万 | 3.5万股 | $742.1万 | 2.4万股 | +1.1万股+44.76% | 加仓 |
 安费诺APH |
| 0.97% | 0.09% | $1,294.6万 | 7.3万股 | $113.5万 | 9,159股 | +6.4万股+701.68% | 加仓 |
 台积电TSM |
| 0.95% | 0.4% | $1,267.6万 | 2.7万股 | $513.5万 | 1.5万股 | +1.1万股+71.59% | 加仓 |
 ADOBE COMADBE |
| 0.91% | 3% | $1,202.7万 | 5.9万股 | $3,835.7万 | 15.8万股 | -9.9万股-62.88% | 减仓 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 0.88% | 1.14% | $1,172.5万 | 2.6万股 | $1,461.6万 | 2.8万股 | -1,971股-7.05% | 减仓 |
 BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSBNTX |
| 0.84% | 0.94% | $1,111.1万 | 11.9万股 | $1,199.7万 | 13.6万股 | -1.7万股-12.47% | 减仓 |
 FERGUSON ENTERPRISESFERG |
| 0.83% | 0.87% | $1,097.9万 | 4.6万股 | $1,119.1万 | 4.8万股 | -1,719股-3.58% | 减仓 |
 礼来LLY |
| 0.81% | 0.18% | $1,070.4万 | 8,924股 | $228.7万 | 2,539股 | +6,385股+251.48% | 加仓 |
 科磊KLAC |
| 0.78% | 0.1% | $1,040.0万 | 3.4万股 | $127.5万 | 874股 | +3.4万股+3,843.94% | 加仓 |
 埃克森美孚XOM |
| 0.75% | 1.11% | $1,000.2万 | 7.3万股 | $1,420.9万 | 8.5万股 | -1.2万股-13.60% | 减仓 |
 戴蒙德能源FANG |
| 0.74% | 0.58% | $985.0万 | 5.6万股 | $742.0万 | 3.8万股 | +1.8万股+48.24% | 加仓 |
 强生JNJ |
| 0.73% | 0.77% | $975.1万 | 3.8万股 | $986.5万 | 4.1万股 | -2,144股-5.29% | 减仓 |
 摩根大通JPM |
| 0.73% | 0.7% | $968.4万 | 3.0万股 | $898.2万 | 3.1万股 | -1,063股-3.47% | 减仓 |
 Arista网络ANET |
| 0.73% | 0.28% | $967.4万 | 5.7万股 | $356.3万 | 2.9万股 | +2.8万股+95.76% | 加仓 |
 沃尔玛WMT |
| 0.72% | 0.71% | $958.5万 | 8.5万股 | $909.9万 | 7.3万股 | +1.1万股+15.49% | 加仓 |
 卡特彼勒CAT |
| 0.71% | 0.97% | $943.4万 | 8,859股 | $1,236.5万 | 1.8万股 | -8,666股-49.45% | 减仓 |
 美光科技MU |
| 0.7% | 0.38% | $924.2万 | 8,007股 | $484.3万 | 1.6万股 | -7,797股-49.34% | 减仓 |
 AIRBNB COM CL AABNB |
| 0.69% | 0.64% | $923.5万 | 6.5万股 | $815.9万 | 6.5万股 | -121股-0.19% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.67% | 0.36% | $886.6万 | 2.5万股 | $459.2万 | 1.6万股 | +9,051股+56.42% | 加仓 |
 VertivVRT |
| 0.67% | 0.04% | $885.9万 | 2.6万股 | $49.0万 | 2,105股 | +2.4万股+1,157.01% | 加仓 |
| PPAYCOM SOFTWAREPAYC |
| 0.66% | 0.66% | $873.5万 | 7.0万股 | $844.7万 | 7.0万股 | 00.00% | 持仓不变 |
 Arm控股ARM |
| 0.65% | 0.02% | $863.8万 | 2.4万股 | $20.5万 | 2,061股 | +2.2万股+1,082.10% | 加仓 |
 万事达MA |
| 0.64% | 1% | $851.4万 | 1.7万股 | $1,280.9万 | 2.6万股 | -9,198股-35.68% | 减仓 |
 德州仪器TXN |
| 0.64% | 0.85% | $847.0万 | 2.8万股 | $1,091.0万 | 5.6万股 | -2.8万股-49.54% | 减仓 |
 应用材料AMAT |
| 0.63% | 0.72% | $841.8万 | 1.2万股 | $925.1万 | 2.7万股 | -1.5万股-57.10% | 减仓 |
 新思科技SNPS |
| 0.62% | 0.77% | $828.3万 | 1.9万股 | $983.7万 | 2.5万股 | -6,312股-25.37% | 减仓 |
 泛林集团LRCX |
| 0.62% | 0.27% | $827.1万 | 1.9万股 | $343.5万 | 1.7万股 | +2,557股+15.47% | 加仓 |
 BOOKING COMBKNG |
| 0.62% | 0.86% | $822.0万 | 4.6万股 | $1,097.6万 | 2,609股 | +4.4万股+1,667.54% | 加仓 |
 ServiceNowNOW |
| 0.61% | 0.05% | $805.7万 | 8.1万股 | $69.0万 | 7,380股 | +7.4万股+999.66% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.6% | — | $799.4万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
 伊顿ETN |
| 0.59% | 0.04% | $785.9万 | 1.8万股 | $56.4万 | 1,578股 | +1.7万股+1,068.76% | 加仓 |
 帕兰提尔PLTR |
| 0.59% | 0.75% | $778.2万 | 6.7万股 | $964.2万 | 6.6万股 | +426股+0.64% | 加仓 |
 迪尔DE |
| 0.57% | 0.66% | $759.9万 | 1.2万股 | $846.8万 | 1.5万股 | -3,063股-20.36% | 减仓 |
| T赛默飞世尔TMO |
| 0.56% | 0.74% | $745.0万 | 1.5万股 | $945.1万 | 1.9万股 | -4,404股-22.86% | 减仓 |
