 英伟达NVDA |
| 9.16% | 9.63% | $2,277.2万 | 11.4万股 | $1,984.8万 | 11.4万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 7.53% | 7.31% | $1,871.7万 | 5.2万股 | $1,506.1万 | 5.2万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 7.07% | 7.48% | $1,758.4万 | 6.1万股 | $1,542.3万 | 6.1万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 4.81% | 5.76% | $1,196.3万 | 3.2万股 | $1,187.1万 | 3.2万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 4.4% | 4.64% | $1,093.4万 | 4.6万股 | $955.4万 | 4.6万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 4.16% | 1.47% | $1,033.1万 | 8,950股 | $302.4万 | 8,950股 | 00.00% | 持仓不变 |
 博通AVGO |
| 3.83% | 3.79% | $951.9万 | 2.5万股 | $780.0万 | 2.5万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 2.88% | 1.22% | $715.4万 | 1.2万股 | $250.5万 | 1.2万股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 2.56% | 2.73% | $635.3万 | 1.5万股 | $561.5万 | 1.5万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 2.53% | 3.1% | $628.7万 | 1.1万股 | $638.6万 | 1.1万股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 2% | 1.19% | $498.3万 | 1.2万股 | $245.7万 | 1.2万股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 1.87% | 1.07% | $466.0万 | 6,445股 | $220.3万 | 6,445股 | 00.00% | 持仓不变 |
| SSIMILARWEBSMWB |
| 1.62% | 1.1% | $403.9万 | 65.9万股 | $226.0万 | 65.9万股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 1.61% | 0.59% | $400.9万 | 2.9万股 | $121.5万 | 2.8万股 | +1,180股+4.29% | 加仓 |
 思科CSCO |
| 1.43% | 1.14% | $356.4万 | 3.0万股 | $235.4万 | 3.0万股 | 00.00% | 持仓不变 |
 西部数据WDC |
| 1.26% | 0.64% | $313.6万 | 4,910股 | $132.8万 | 4,910股 | 00.00% | 持仓不变 |
 科磊KLAC |
| 1.13% | 0.66% | $280.6万 | 9,300股 | $136.9万 | 930股 | +8,370股+900.00% | 加仓 |
 好市多COST |
| 1.04% | 1.44% | $258.7万 | 2,765股 | $296.4万 | 2,975股 | -210股-7.06% | 减仓 |
| SSANDISK COMSNDK |
| 0.87% | — | $217.1万 | 955股 | $0 | 0股 | +955股 | 新买入 |
 沃尔玛WMT |
| 0.87% | 1.67% | $215.4万 | 1.9万股 | $343.2万 | 2.8万股 | -8,595股-31.12% | 减仓 |
 礼来LLY |
| 0.86% | 0.8% | $214.7万 | 1,790股 | $164.6万 | 1,790股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.78% | 0.85% | $194.8万 | 5,950股 | $175.0万 | 5,950股 | 00.00% | 持仓不变 |
 帕兰提尔PLTR |
| 0.76% | 1.16% | $189.9万 | 1.6万股 | $238.1万 | 1.6万股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| 0.76% | 0.41% | $187.9万 | 5,510股 | $85.3万 | 5,320股 | +190股+3.57% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.75% | 0.87% | $187.6万 | 3,750股 | $179.7万 | 3,750股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 0.72% | 1.31% | $178.9万 | 2.5万股 | $270.2万 | 2.8万股 | -3,050股-10.85% | 减仓 |
 AMGEN COMAMGN |
| 0.68% | 0.8% | $169.1万 | 4,670股 | $164.3万 | 4,670股 | 00.00% | 持仓不变 |
 VisaV |
| 0.58% | 0.61% | $143.8万 | 4,190股 | $126.6万 | 4,190股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.54% | 0.44% | $135.2万 | 1,270股 | $90.0万 | 1,270股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.52% | 0.6% | $129.5万 | 5,100股 | $124.7万 | 5,100股 | 00.00% | 持仓不变 |
 CrowdStrikeCRWD |
| 0.5% | 0.24% | $124.4万 | 1,630股 | $50.2万 | 1,285股 | +345股+26.85% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.47% | 0.46% | $118.0万 | 2,970股 | $94.5万 | 2,970股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.44% | 0.46% | $110.1万 | 4,375股 | $95.2万 | 4,375股 | 00.00% | 持仓不变 |
| GGILEAD SCIENCES COMGILD |
| 0.44% | 0.58% | $108.7万 | 8,605股 | $119.9万 | 8,605股 | 00.00% | 持仓不变 |
 BOOKING COMBKNG |
| 0.43% | 0.49% | $106.9万 | 6,000股 | $101.0万 | 240股 | +5,760股+2,400.00% | 加仓 |
 联合健康UNH |
| 0.43% | 0.33% | $106.0万 | 2,550股 | $69.0万 | 2,550股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.43% | 0.48% | $105.8万 | 1.3万股 | $99.0万 | 1.3万股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.42% | 0.5% | $105.3万 | 2,050股 | $102.4万 | 2,050股 | 00.00% | 持仓不变 |
| AAPPLOVINAPP |
| 0.42% | 0.36% | $104.3万 | 2,025股 | $74.6万 | 1,875股 | +150股+8.00% | 加仓 |
 百事可乐PEP |
| 0.41% | 0.57% | $102.9万 | 7,600股 | $118.0万 | 7,600股 | 00.00% | 持仓不变 |
 T-MOBILE US COMTMUS |
| 0.4% | 0.46% | $99.5万 | 5,935股 | $95.1万 | 4,530股 | +1,405股+31.02% | 加仓 |
 美国电力AEP |
| 0.37% | 0.42% | $91.0万 | 6,650股 | $87.2万 | 6,650股 | 00.00% | 持仓不变 |
 林德LIN |
| 0.35% | 0.46% | $87.7万 | 1,690股 | $94.7万 | 1,910股 | -220股-11.52% | 减仓 |
 家得宝HD |
| 0.35% | 0.32% | $85.9万 | 2,435股 | $65.0万 | 1,975股 | +460股+23.29% | 加仓 |
 GE航空GE |
| 0.34% | 0.31% | $84.6万 | 2,265股 | $64.3万 | 2,265股 | 00.00% | 持仓不变 |
 直觉外科ISRG |
| 0.34% | 0.48% | $84.5万 | 2,125股 | $98.0万 | 2,125股 | 00.00% | 持仓不变 |
 摩根士丹利MS |
| 0.34% | 0.32% | $84.1万 | 4,025股 | $66.2万 | 4,025股 | 00.00% | 持仓不变 |
| AAT&TT |
| 0.34% | 0.57% | $83.6万 | 4.0万股 | $117.0万 | 4.0万股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 0.33% | 0.27% | $80.8万 | 4,375股 | $56.3万 | 4,375股 | 00.00% | 持仓不变 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.31% | 0.14% | $77.2万 | 1,790股 | $29.4万 | 1,790股 | 00.00% | 持仓不变 |
