 谷歌AGOOGL |
| 12% | 12.26% | $4,599.0万 | 12.9万股 | $4,100.5万 | 14.3万股 | -1.4万股-9.75% | 减仓 |
 英伟达NVDA |
| 11.4% | 11.71% | $4,366.4万 | 21.8万股 | $3,917.8万 | 22.5万股 | -6,423股-2.86% | 减仓 |
 美光科技MU |
| 9.37% | 4.95% | $3,591.3万 | 3.1万股 | $1,655.8万 | 4.9万股 | -1.8万股-36.52% | 减仓 |
 Meta平台META |
| 9.3% | 8.8% | $3,563.8万 | 6.3万股 | $2,943.9万 | 5.1万股 | +1.2万股+22.96% | 加仓 |
 博通AVGO |
| 8.04% | 8.55% | $3,081.0万 | 8.2万股 | $2,859.8万 | 9.2万股 | -1.1万股-11.73% | 减仓 |
 VisaV |
| 6.38% | 6.54% | $2,444.1万 | 7.1万股 | $2,187.4万 | 7.2万股 | -1,134股-1.57% | 减仓 |
 SYNCHRONY FINANCIAL COMSYF |
| 6.34% | 6.63% | $2,430.9万 | 32.0万股 | $2,216.0万 | 32.6万股 | -6,148股-1.89% | 减仓 |
 阿里巴巴BABA |
| 5.1% | 7.8% | $1,955.7万 | 20.4万股 | $2,607.2万 | 20.8万股 | -4,047股-1.95% | 减仓 |
 甲骨文ORCL |
| 5.04% | 5.92% | $1,929.5万 | 13.2万股 | $1,978.9万 | 13.5万股 | -2,856股-2.12% | 减仓 |
 英特尔INTC |
| 4.66% | 2.58% | $1,785.0万 | 15.3万股 | $864.5万 | 24.5万股 | -9.3万股-37.73% | 减仓 |
 联合健康UNH |
| 2.88% | 2.19% | $1,102.0万 | 2.7万股 | $731.9万 | 2.7万股 | -534股-1.97% | 减仓 |
 微软MSFT |
| 2.68% | 3.22% | $1,028.5万 | 2.8万股 | $1,078.1万 | 2.9万股 | -1,553股-5.33% | 减仓 |
 台积电TSM |
| 2.26% | 0.58% | $864.9万 | 1.8万股 | $194.2万 | 5,746股 | +1.2万股+215.19% | 加仓 |
 ADOBE COMADBE |
| 2.08% | 2.9% | $797.0万 | 3.9万股 | $969.5万 | 4.0万股 | -1,011股-2.53% | 减仓 |
 Pdd Holdings Inc ADRPDD |
| 1.84% | 2.89% | $705.4万 | 9.2万股 | $966.0万 | 9.5万股 | -2,064股-2.18% | 减仓 |
 CVS健康CVS |
| 1.71% | 1.35% | $655.9万 | 6.3万股 | $451.3万 | 6.3万股 | +560股+0.89% | 加仓 |
 AMD超威AMD |
| 1.47% | 0.73% | $563.5万 | 9,701股 | $242.9万 | 1.2万股 | -2,239股-18.75% | 减仓 |
 Elevance健康ELV |
| 1.02% | 0.93% | $392.5万 | 1.0万股 | $312.4万 | 1.1万股 | -523股-4.90% | 减仓 |
 TRIP COMTCOM |
| 0.99% | 1.45% | $380.8万 | 9.6万股 | $486.0万 | 9.8万股 | -2,036股-2.09% | 减仓 |
 NubankNU |
| 0.93% | 0.64% | $358.2万 | 26.8万股 | $214.7万 | 14.9万股 | +11.9万股+79.44% | 加仓 |
| CCIGNALIBD |
| 0.9% | 1.05% | $346.1万 | 1.3万股 | $350.6万 | 1.3万股 | -587股-4.47% | 减仓 |
 赛富时CRM |
| 0.81% | 1.13% | $309.3万 | 2.0万股 | $376.9万 | 2.0万股 | -444股-2.20% | 减仓 |
 应用材料AMAT |
| 0.38% | 0.18% | $147.1万 | 2,035股 | $59.6万 | 1,743股 | +292股+16.75% | 加仓 |
 优步UBER |
| 0.36% | 0.42% | $139.5万 | 1.9万股 | $139.7万 | 1.9万股 | -91股-0.47% | 减仓 |
 西方石油OXY |
| 0.33% | 2.18% | $127.3万 | 3.6万股 | $729.1万 | 14.5万股 | -10.9万股-75.12% | 减仓 |
 第一资本COF |
| 0.29% | 0.32% | $111.6万 | 5,565股 | $105.6万 | 5,787股 | -222股-3.84% | 减仓 |
 VertivVRT |
| 0.24% | 0.28% | $93.2万 | 2,783股 | $94.5万 | 3,770股 | -987股-26.18% | 减仓 |
 DocuSignDOCU |
| 0.23% | 0.28% | $88.6万 | 2.0万股 | $94.6万 | 2.0万股 | 00.00% | 持仓不变 |
 帕兰提尔PLTR |
| 0.17% | 0.24% | $64.7万 | 5,545股 | $81.1万 | 5,545股 | 00.00% | 持仓不变 |
 FLUTTER ENTMTFLUT |
| 0.13% | 0.16% | $50.3万 | 4,919股 | $52.1万 | 5,113股 | -194股-3.79% | 减仓 |
 BOOKING COMBKNG |
| 0.12% | 0.14% | $46.3万 | 2,597股 | $45.5万 | 108股 | +2,489股+2,304.63% | 加仓 |
 希捷STX |
| 0.12% | — | $44.2万 | 458股 | $0 | 0股 | +458股 | 新买入 |
 埃克森美孚XOM |
| 0.1% | 0.22% | $36.7万 | 2,684股 | $73.3万 | 4,323股 | -1,639股-37.91% | 减仓 |
 亚马逊AMZN |
| 0.09% | 0.1% | $34.5万 | 1,447股 | $34.8万 | 1,673股 | -226股-13.51% | 减仓 |
 西部数据WDC |
| 0.08% | 0.16% | $32.5万 | 509股 | $55.1万 | 2,037股 | -1,528股-75.01% | 减仓 |
 ServiceNowNOW |
| 0.07% | 0.06% | $28.6万 | 2,883股 | $20.4万 | 1,948股 | +935股+48.00% | 加仓 |
| SSANDISK COMSNDK |
| 0.04% | 0.2% | $17.1万 | 75股 | $66.3万 | 1,043股 | -968股-92.81% | 减仓 |
