 特斯拉TSLA |
| 3.75% | 3.82% | $5,883.3万 | 14.0万股 | $5,027.1万 | 13.5万股 | +4,652股+3.44% | 加仓 |
 台积电TSM |
| 3.49% | 3.14% | $5,479.7万 | 11.5万股 | $4,128.7万 | 12.2万股 | -7,427股-6.08% | 减仓 |
 AMD超威AMD |
| 3.31% | 2.58% | $5,194.2万 | 8.9万股 | $3,394.0万 | 16.7万股 | -7.7万股-46.41% | 减仓 |
 亚马逊AMZN |
| 1.91% | 1.84% | $3,001.9万 | 12.6万股 | $2,420.5万 | 11.6万股 | +9,732股+8.37% | 加仓 |
 谷歌AGOOGL |
| 1.91% | 1.95% | $2,991.0万 | 8.4万股 | $2,574.1万 | 9.0万股 | -5,821股-6.50% | 减仓 |
| SSpaceXSPCX |
| 1.88% | — | $2,944.1万 | 17.2万股 | $0 | 0股 | +17.2万股 | 新买入 |
 微软MSFT |
| 1.85% | 2.2% | $2,899.5万 | 7.8万股 | $2,894.2万 | 7.8万股 | -455股-0.58% | 减仓 |
 迪尔DE |
| 1.68% | 1.76% | $2,639.6万 | 4.2万股 | $2,312.6万 | 4.1万股 | +559股+1.36% | 加仓 |
 苹果AAPL |
| 1.51% | 1.66% | $2,366.3万 | 8.2万股 | $2,187.5万 | 8.6万股 | -4,418股-5.13% | 减仓 |
 摩根大通JPM |
| 1.5% | 1.62% | $2,349.9万 | 7.2万股 | $2,136.7万 | 7.3万股 | -847股-1.17% | 减仓 |
 ShopifySHOP |
| 1.39% | 1.67% | $2,181.2万 | 19.1万股 | $2,203.9万 | 18.6万股 | +5,241股+2.82% | 加仓 |
 CRISPR THERAPEUTICSCRSP |
| 1.33% | 1.45% | $2,083.4万 | 38.2万股 | $1,907.0万 | 40.1万股 | -1.9万股-4.71% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.3% | 1.04% | $2,040.9万 | 5.8万股 | $1,371.6万 | 4.8万股 | +9,948股+20.81% | 加仓 |
| TTEMPUS AITEM |
| 1.3% | 1.16% | $2,033.3万 | 35.1万股 | $1,521.8万 | 33.7万股 | +1.4万股+4.30% | 加仓 |
 帕兰提尔PLTR |
| 1.29% | 1.83% | $2,018.1万 | 17.3万股 | $2,411.7万 | 16.5万股 | +8,110股+4.92% | 加仓 |
| TTWIST BIOSCIENCETWST |
| 1.26% | 1.03% | $1,973.7万 | 19.2万股 | $1,352.4万 | 28.5万股 | -9.3万股-32.59% | 减仓 |
 RobinhoodHOOD |
| 1.22% | 1.02% | $1,915.3万 | 19.1万股 | $1,337.1万 | 19.3万股 | -1,955股-1.01% | 减仓 |
 ROBLOX CL ARBLX |
| 1.22% | 1.36% | $1,908.2万 | 35.1万股 | $1,784.8万 | 31.6万股 | +3.5万股+11.20% | 加仓 |
 强生JNJ |
| 1.18% | 1.34% | $1,855.9万 | 7.3万股 | $1,759.2万 | 7.2万股 | +1,108股+1.54% | 加仓 |
 默沙东MRK |
| 1.17% | 1.31% | $1,834.7万 | 14.3万股 | $1,726.4万 | 14.4万股 | -743股-0.52% | 减仓 |
 英伟达NVDA |
| 1.16% | 1.02% | $1,821.5万 | 9.1万股 | $1,340.8万 | 7.7万股 | +1.4万股+18.41% | 加仓 |
 思科CSCO |
| 1.15% | 0.96% | $1,805.7万 | 15.4万股 | $1,265.3万 | 16.3万股 | -9,345股-5.73% | 减仓 |
| CCOREWEAVE INC CLASS ACRWV |
| 1.13% | 1.05% | $1,772.0万 | 17.8万股 | $1,376.8万 | 17.8万股 | +298股+0.17% | 加仓 |
| TTERADYNETER |
| 1.06% | 1.88% | $1,662.1万 | 3.4万股 | $2,473.2万 | 8.3万股 | -4.9万股-58.82% | 减仓 |
 Meta平台META |
| 1.02% | 1.08% | $1,592.8万 | 2.8万股 | $1,419.7万 | 2.5万股 | +3,462股+13.95% | 加仓 |
| BBEAM THERAPEUTICSBEAM |
| 1% | 0.88% | $1,564.8万 | 45.6万股 | $1,163.9万 | 48.8万股 | -3.2万股-6.65% | 减仓 |
| 110X GENOMICSTXG |
| 0.99% | 0.87% | $1,550.3万 | 40.4万股 | $1,152.3万 | 54.3万股 | -13.8万股-25.50% | 减仓 |
 博通AVGO |
| 0.95% | 1.05% | $1,495.9万 | 4.0万股 | $1,379.7万 | 4.5万股 | -4,975股-11.16% | 减仓 |
 CrowdStrikeCRWD |
| 0.95% | 0.66% | $1,494.7万 | 2.0万股 | $869.0万 | 2.2万股 | -2,673股-12.01% | 减仓 |
 百事可乐PEP |
| 0.88% | 1.04% | $1,372.4万 | 10.1万股 | $1,367.7万 | 8.8万股 | +1.3万股+15.09% | 加仓 |
 VisaV |
| 0.86% | 0.82% | $1,346.1万 | 3.9万股 | $1,086.1万 | 3.6万股 | +3,300股+9.18% | 加仓 |
 恩智浦NXPI |
| 0.85% | 0.73% | $1,329.7万 | 4.7万股 | $960.9万 | 4.9万股 | -1,498股-3.07% | 减仓 |
 CloudflareNET |
| 0.84% | 0.9% | $1,323.6万 | 5.4万股 | $1,180.5万 | 5.7万股 | -3,248股-5.68% | 减仓 |
| IINTELLIA THERAPEUTICSNTLA |
| 0.84% | 0.71% | $1,316.3万 | 77.8万股 | $928.5万 | 72.4万股 | +5.4万股+7.41% | 加仓 |
| KKRATOS DEFENSE & SEC SOLUTIOKTOS |
| 0.84% | 1.07% | $1,311.2万 | 26.3万股 | $1,409.9万 | 20.0万股 | +6.3万股+31.52% | 加仓 |
 联合包裹UPSUPS |
| 0.81% | 0.69% | $1,263.9万 | 11.8万股 | $907.5万 | 9.2万股 | +2.5万股+27.46% | 加仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.8% | 0.72% | $1,262.1万 | 21.8万股 | $945.7万 | 16.4万股 | +5.4万股+33.00% | 加仓 |
 史赛克SYK |
| 0.77% | 0.7% | $1,200.9万 | 3.8万股 | $926.4万 | 2.8万股 | +9,950股+35.29% | 加仓 |
 联合健康UNH |
| 0.76% | 0.59% | $1,198.6万 | 2.9万股 | $780.4万 | 2.9万股 | 00.00% | 持仓不变 |
 METLIFE COMMET |
| 0.73% | 0.68% | $1,138.8万 | 13.5万股 | $896.0万 | 12.7万股 | +7,897股+6.23% | 加仓 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 0.72% | — | $1,128.1万 | 5.1万股 | $0 | 0股 | +5.1万股 | 新买入 |
 美国运通AXP |
| 0.71% | 0.75% | $1,110.7万 | 3.3万股 | $993.3万 | 3.3万股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.68% | 0.74% | $1,069.3万 | 11.1万股 | $972.5万 | 10.1万股 | +1.0万股+10.11% | 加仓 |
 BlockXYZ |
| 0.68% | 0.65% | $1,067.9万 | 14.1万股 | $850.0万 | 14.1万股 | -727股-0.51% | 减仓 |
 林德LIN |
| 0.66% | 0.07% | $1,031.1万 | 2.0万股 | $90.7万 | 1,829股 | +1.8万股+986.33% | 加仓 |
 麦当劳MCD |
| 0.65% | 0.75% | $1,025.3万 | 3.8万股 | $990.2万 | 3.2万股 | +6,070股+19.05% | 加仓 |
| CCRHCRH |
| 0.65% | — | $1,022.5万 | 9.6万股 | $0 | 0股 | +9.6万股 | 新买入 |
 COINBASE GLOBALCOIN |
| 0.64% | 0.85% | $1,004.9万 | 6.9万股 | $1,121.8万 | 6.4万股 | +4,493股+6.99% | 加仓 |
 伊顿ETN |
| 0.64% | 0.66% | $1,001.2万 | 2.3万股 | $870.9万 | 2.4万股 | -854股-3.51% | 减仓 |
 LOWES COS COMLOW |
| 0.64% | 0.61% | $999.0万 | 4.5万股 | $806.0万 | 3.4万股 | +1.1万股+32.83% | 加仓 |
