 礼来LLY |
| 6.89% | 5.82% | $8.00亿 | 66.7万股 | $8.41亿 | 91.5万股 | -24.8万股-27.08% | 减仓 |
 英伟达NVDA |
| 6.86% | 4.95% | $7.96亿 | 397.8万股 | $7.16亿 | 410.4万股 | -12.6万股-3.07% | 减仓 |
 微软MSFT |
| 6.74% | 7.29% | $7.83亿 | 209.9万股 | $10.53亿 | 284.6万股 | -74.7万股-26.26% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 6.59% | 5.85% | $7.65亿 | 216.5万股 | $8.45亿 | 294.7万股 | -78.1万股-26.52% | 减仓 |
 博通AVGO |
| 6.38% | 5.78% | $7.40亿 | 196.0万股 | $8.35亿 | 269.8万股 | -73.7万股-27.33% | 减仓 |
 亚马逊AMZN |
| 5.77% | 5.61% | $6.70亿 | 281.0万股 | $8.12亿 | 389.7万股 | -108.7万股-27.89% | 减仓 |
 VisaV |
| 5.34% | 5.11% | $6.19亿 | 180.6万股 | $7.39亿 | 244.6万股 | -64.0万股-26.17% | 减仓 |
 万事达MA |
| 5.05% | 5.33% | $5.87亿 | 114.2万股 | $7.70亿 | 154.1万股 | -39.9万股-25.91% | 减仓 |
 ServiceNowNOW |
| 4.59% | 5.26% | $5.33亿 | 537.0万股 | $7.60亿 | 726.9万股 | -189.9万股-26.13% | 减仓 |
 甲骨文ORCL |
| 4.51% | 5.11% | $5.24亿 | 357.4万股 | $7.39亿 | 502.4万股 | -145.0万股-28.86% | 减仓 |
 ShopifySHOP |
| 4.5% | 5.17% | $5.23亿 | 457.8万股 | $7.48亿 | 630.7万股 | -172.9万股-27.42% | 减仓 |
 明晟MSCI |
| 3.24% | 3.47% | $3.76亿 | 67.2万股 | $5.01亿 | 93.0万股 | -25.8万股-27.73% | 减仓 |
 泛林集团LRCX |
| 3.21% | 1.56% | $3.72亿 | 85.9万股 | $2.25亿 | 105.4万股 | -19.5万股-18.54% | 减仓 |
 星巴克SBUX |
| 3.13% | 3.13% | $3.63亿 | 355.1万股 | $4.53亿 | 505.5万股 | -150.5万股-29.76% | 减仓 |
 IDEXX LABS COMIDXX |
| 2.41% | 2.7% | $2.80亿 | 53.2万股 | $3.91亿 | 69.6万股 | -16.3万股-23.49% | 减仓 |
 GE航空GE |
| 2.22% | — | $2.58亿 | 69.0万股 | $0 | 0股 | +69.0万股 | 新买入 |
 CoStarCSGP |
| 2.14% | 3.51% | $2.48亿 | 875.9万股 | $5.07亿 | 1,257.0万股 | -381.1万股-30.32% | 减仓 |
 台积电TSM |
| 2.06% | 0.41% | $2.39亿 | 50.1万股 | $5,903.5万 | 17.5万股 | +32.7万股+186.92% | 加仓 |
 AIRBNB COM CL AABNB |
| 2.03% | 1.99% | $2.36亿 | 165.0万股 | $2.87亿 | 227.4万股 | -62.4万股-27.44% | 减仓 |
 GE VernovaGEV |
| 1.99% | — | $2.31亿 | 19.7万股 | $0 | 0股 | +19.7万股 | 新买入 |
 Meta平台META |
| 1.6% | 1.89% | $1.86亿 | 33.0万股 | $2.73亿 | 47.7万股 | -14.7万股-30.86% | 减仓 |
 直觉外科ISRG |
| 1.53% | 1.94% | $1.78亿 | 44.8万股 | $2.80亿 | 60.7万股 | -15.9万股-26.18% | 减仓 |
| AATIATI |
| 1.39% | — | $1.61亿 | 81.9万股 | $0 | 0股 | +81.9万股 | 新买入 |
 HOWMET AEROSPACE COMHWM |
| 1.06% | — | $1.23亿 | 45.7万股 | $0 | 0股 | +45.7万股 | 新买入 |
 EMCOREME |
| 0.74% | — | $8,558.0万 | 10.3万股 | $0 | 0股 | +10.3万股 | 新买入 |
| IiShares安硕·RUSSELLIWF |
| 0.66% | 1.2% | $7,619.6万 | 61.4万股 | $1.73亿 | 40.7万股 | +20.7万股+50.82% | 加仓 |
| RROLLINS COMROL |
| 0.57% | 0.8% | $6,640.4万 | 159.1万股 | $1.16亿 | 217.8万股 | -58.7万股-26.94% | 减仓 |
 AON SHS CL AAON |
| 0.47% | 3.02% | $5,440.9万 | 16.4万股 | $4.37亿 | 135.4万股 | -119.0万股-87.89% | 减仓 |
 MERCADOLIBRE COMMELI |
| 0.38% | 0.41% | $4,400.6万 | 2.6万股 | $5,956.8万 | 3.4万股 | -8,526股-24.75% | 减仓 |
 优步UBER |
| 0.35% | 1.45% | $4,113.6万 | 57.0万股 | $2.10亿 | 291.8万股 | -234.8万股-80.46% | 减仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.32% | 0.36% | $3,745.5万 | 8.2万股 | $5,209.3万 | 10.7万股 | -2.6万股-24.06% | 减仓 |
 阿斯麦ASML |
| 0.26% | 0.15% | $3,069.2万 | 1.5万股 | $2,122.9万 | 1.6万股 | -645股-4.01% | 减仓 |
 ZOETIS CL AZTS |
| 0.2% | 3.45% | $2,302.5万 | 32.0万股 | $4.99亿 | 422.3万股 | -390.3万股-92.41% | 减仓 |
 埃森哲ACN |
| 0.16% | 1.86% | $1,901.4万 | 15.3万股 | $2.69亿 | 135.5万股 | -120.2万股-88.72% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.16% | 0.29% | $1,892.1万 | 12.1万股 | $4,239.9万 | 30.6万股 | -18.6万股-60.66% | 减仓 |
 新思科技SNPS |
| 0.16% | 1.84% | $1,840.8万 | 4.1万股 | $2.66亿 | 67.1万股 | -63.0万股-93.85% | 减仓 |
| DDIGITALOCEANDOCN |
| 0.14% | 0.06% | $1,591.5万 | 10.1万股 | $825.3万 | 9.6万股 | +5,144股+5.35% | 加仓 |
| TTERAWULF COMWULF |
| 0.12% | 0.01% | $1,391.0万 | 56.3万股 | $153.5万 | 10.6万股 | +45.7万股+429.39% | 加仓 |
| CCECO ENVIRONMENTALCECO |
| 0.11% | 0.06% | $1,252.0万 | 13.8万股 | $853.4万 | 14.3万股 | -5,254股-3.67% | 减仓 |
 Bloom EnergyBE |
| 0.11% | 0.06% | $1,236.2万 | 4.1万股 | $910.9万 | 6.7万股 | -2.6万股-39.26% | 减仓 |
| BBEL FUSEBELFB |
| 0.09% | 0.06% | $1,093.9万 | 3.3万股 | $858.0万 | 4.3万股 | -1.0万股-24.21% | 减仓 |
 NubankNU |
| 0.09% | 0.12% | $1,005.7万 | 75.3万股 | $1,749.2万 | 121.7万股 | -46.4万股-38.16% | 减仓 |
 谷歌AGOOGL |
| 0.09% | 0.06% | $993.9万 | 2.8万股 | $810.8万 | 2.8万股 | -385股-1.37% | 减仓 |
| NNLIGHTLASR |
| 0.08% | 0.04% | $929.1万 | 13.3万股 | $512.0万 | 9.0万股 | +4.4万股+48.62% | 加仓 |
 JFROGFROG |
| 0.07% | 0.01% | $846.2万 | 9.3万股 | $95.0万 | 2.0万股 | +7.3万股+360.06% | 加仓 |
| PPOWELL INDSPOWL |
| 0.07% | 0.07% | $835.6万 | 2.9万股 | $946.1万 | 1.7万股 | +1.2万股+66.89% | 加仓 |
| AARGANAGX |
| 0.07% | 0.07% | $815.6万 | 1.0万股 | $979.3万 | 1.8万股 | -7,767股-43.20% | 减仓 |
| MMODINE MFGMOD |
| 0.07% | 0.04% | $783.3万 | 2.9万股 | $629.4万 | 2.9万股 | +293股+1.01% | 加仓 |
| CCLEAR SECUREYOU |
| 0.06% | 0.05% | $734.4万 | 13.2万股 | $706.3万 | 14.6万股 | -1.4万股-9.68% | 减仓 |
| BBROOKDALE SR LIVINGBKD |
| 0.06% | 0.04% | $725.8万 | 45.1万股 | $575.1万 | 42.0万股 | +3.1万股+7.30% | 加仓 |
