 苹果AAPL |
| 7.88% | 6.46% | $349.2万 | 1.3万股 | $357.7万 | 1.4万股 | -1,203股-8.56% | 减仓 |
 微软MSFT |
| 7.54% | 6.67% | $334.3万 | 6,913股 | $369.2万 | 7,129股 | -216股-3.03% | 减仓 |
 英伟达NVDA |
| 7.47% | 7.01% | $331.3万 | 1.8万股 | $388.0万 | 2.1万股 | -3,032股-14.58% | 减仓 |
 亚马逊AMZN |
| 6.8% | 5.53% | $301.6万 | 1.3万股 | $305.9万 | 1.4万股 | -867股-6.22% | 减仓 |
 礼来LLY |
| 5.64% | 4.27% | $249.9万 | 2,325股 | $236.2万 | 3,096股 | -771股-24.90% | 减仓 |
 Meta平台META |
| 5.55% | 5.22% | $245.9万 | 3,725股 | $288.9万 | 3,934股 | -209股-5.31% | 减仓 |
 台积电TSM |
| 4.1% | 2.84% | $181.8万 | 5,982股 | $157.1万 | 5,624股 | +358股+6.37% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 3.94% | 2.92% | $174.7万 | 5,567股 | $161.5万 | 6,631股 | -1,064股-16.05% | 减仓 |
 谷歌AGOOGL |
| 3.93% | 2.92% | $174.4万 | 5,571股 | $161.4万 | 6,640股 | -1,069股-16.10% | 减仓 |
 NETFLIXNFLX |
| 3.61% | 3.65% | $159.9万 | 1.7万股 | $201.9万 | 1,684股 | +1.5万股+912.47% | 加仓 |
 优步UBER |
| 3.46% | 3% | $153.4万 | 1.9万股 | $165.9万 | 1.7万股 | +1,841股+10.87% | 加仓 |
 ShopifySHOP |
| 3.35% | 3.47% | $148.6万 | 9,237股 | $192.3万 | 1.3万股 | -3,704股-28.62% | 减仓 |
 嘉信理财SCHW |
| 3.28% | 2.74% | $145.6万 | 1.5万股 | $151.5万 | 1.6万股 | -1,288股-8.12% | 减仓 |
 迪士尼DIS |
| 2.99% | 2.61% | $132.5万 | 1.2万股 | $144.6万 | 1.3万股 | -984股-7.79% | 减仓 |
 BOOKING COMBKNG |
| 2.98% | 2.41% | $132.3万 | 247股 | $133.4万 | 247股 | 00.00% | 持仓不变 |
 黑石集团BX |
| 2.87% | 2.59% | $127.3万 | 8,261股 | $143.3万 | 8,387股 | -126股-1.50% | 减仓 |
| KKKR & COMKKR |
| 2.8% | 2.56% | $124.3万 | 9,749股 | $141.8万 | 1.1万股 | -1,166股-10.68% | 减仓 |
 应用材料AMAT |
| 2.8% | 1.9% | $124.1万 | 4,829股 | $105.4万 | 5,149股 | -320股-6.21% | 减仓 |
 星巴克SBUX |
| 2.37% | 2.11% | $105.3万 | 1.2万股 | $116.9万 | 1.4万股 | -1,317股-9.53% | 减仓 |
 PinterestPINS |
| 2.08% | 2.07% | $92.1万 | 3.6万股 | $114.4万 | 3.6万股 | 00.00% | 持仓不变 |
 DatadogDDOG |
| 2.08% | 1.82% | $92.1万 | 6,769股 | $100.9万 | 7,084股 | -315股-4.45% | 减仓 |
 财捷INTU |
| 1.86% | 1.66% | $82.5万 | 1,246股 | $92.1万 | 1,348股 | -102股-7.57% | 减仓 |
 耐克NKE |
| 1.76% | 1.55% | $78.2万 | 1.2万股 | $85.6万 | 1.2万股 | 00.00% | 持仓不变 |
 欧特克ADSK |
| 1.67% | 1.52% | $73.9万 | 2,497股 | $84.3万 | 2,653股 | -156股-5.88% | 减仓 |
 麦当劳MCD |
| 1.26% | 1% | $55.9万 | 1,829股 | $55.6万 | 1,829股 | 00.00% | 持仓不变 |
 ADOBE COMADBE |
| 1.25% | 1.01% | $55.5万 | 1,585股 | $55.9万 | 1,585股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 1.21% | 0.95% | $53.5万 | 3,729股 | $52.4万 | 3,729股 | 00.00% | 持仓不变 |
 ZOETIS CL AZTS |
| 1.2% | 1.4% | $53.1万 | 4,221股 | $77.7万 | 5,313股 | -1,092股-20.55% | 减仓 |
| CCOREWEAVE INC CLASS ACRWV |
| 1.14% | 0.86% | $50.4万 | 7,033股 | $47.4万 | 3,465股 | +3,568股+102.97% | 加仓 |
 洛克希德马丁LMT |
| 1.13% | 0.85% | $50.3万 | 1,040股 | $46.8万 | 938股 | +102股+10.87% | 加仓 |
