 谷歌AGOOGL |
| 34.13% | — | $628.8万 | 12.5万股 | $0 | 0股 | +12.5万股 | 新买入 |
 微软MSFT |
| 18.79% | 29.46% | $346.2万 | 9,280股 | $315.9万 | 8,800股 | +480股+5.45% | 加仓 |
| N新纪元能源NEE |
| 16.24% | — | $299.1万 | 6.2万股 | $0 | 0股 | +6.2万股 | 新买入 |
 甲骨文ORCL |
| 9.86% | 15.43% | $181.6万 | 4.0万股 | $165.4万 | 3.7万股 | +3,400股+9.19% | 加仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 8.8% | 14.4% | $162.0万 | 2.7万股 | $154.4万 | 2.7万股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 5.12% | 7.9% | $94.3万 | 1.2万股 | $84.7万 | 1.1万股 | +500股+4.50% | 加仓 |
 明晟MSCI |
| 3.65% | 5.46% | $67.2万 | 1,200股 | $58.5万 | 1,100股 | +100股+9.09% | 加仓 |
| IiShares黄金信托IAU |
| 3.03% | 3.82% | $55.9万 | 7,400股 | $41.0万 | 7,400股 | 00.00% | 持仓不变 |
| CCYBERARK SOFTWARECYBR |
| 0.04% | — | $7,328 | 4,400股 | $0 | 0股 | +4,400股 | 新买入 |
 西部数据WDC |
| 0.03% | — | $5,906 | 350股 | $0 | 0股 | +350股 | 新买入 |
 优步UBER |
| 0.03% | 0.05% | $5,902 | 4,950股 | $5,103 | 4,250股 | +700股+16.47% | 加仓 |
 CMS能源CMS |
| 0.03% | 0.04% | $4,822 | 4,300股 | $4,544 | 4,050股 | +250股+6.17% | 加仓 |
| MM/A-COM Technology Solutions Holdings Inc.MTSI |
| 0.03% | 0.03% | $4,707 | 2,040股 | $3,428 | 2,400股 | -360股-15.00% | 减仓 |
| IInterDigitalIDCC |
| 0.02% | 0.03% | $4,288 | 1,170股 | $3,300 | 850股 | +320股+37.65% | 加仓 |
 SnowflakeSNOW |
| 0.02% | 0.02% | $3,612 | 2,050股 | $2,492 | 2,050股 | 00.00% | 持仓不变 |
 Cloudflare, Inc.NET |
| 0.02% | — | $3,301 | 2,600股 | $0 | 0股 | +2,600股 | 新买入 |
 阿里巴巴BABA |
| 0.02% | 0.03% | $3,247 | 2,740股 | $3,482 | 2,540股 | +200股+7.87% | 加仓 |
 HalozymeHALO |
| 0.02% | 0.02% | $3,110 | 2,130股 | $2,600 | 2,030股 | +100股+4.93% | 加仓 |
| IIRHYTHM TECHNOLOGIESIRTC |
| 0.02% | 0.02% | $2,978 | 2,700股 | $2,063 | 1,900股 | +800股+42.11% | 加仓 |
 DatadogDDOG |
| 0.01% | <0.01% | $2,525 | 1,780股 | $96 | 100股 | +1,680股+1,680.00% | 加仓 |
 POSTPOST |
| 0.01% | 0.02% | $2,513 | 2,430股 | $2,449 | 2,280股 | +150股+6.58% | 加仓 |
| IITRONITRI |
| 0.01% | 0.02% | $2,293 | 2,300股 | $2,094 | 2,100股 | +200股+9.52% | 加仓 |
 阿里拉姆制药ALNY |
| 0.01% | 0.01% | $1,909 | 1,600股 | $1,279 | 1,000股 | +600股+60.00% | 加仓 |
| GGREENBRIER COS |
| 0.01% | 0.02% | $1,896 | 1,650股 | $1,778 | 1,550股 | +100股+6.45% | 加仓 |
| NNutanixNTNX |
| 0.01% | 0.02% | $1,892 | 1,700股 | $1,612 | 1,600股 | +100股+6.25% | 加仓 |
| AANI Pharmaceuticals, Inc.ANIP |
| 0.01% | 0.01% | $1,816 | 1,400股 | $1,596 | 1,300股 | +100股+7.69% | 加仓 |
| GGDS |
| 0.01% | — | $1,757 | 1,450股 | $0 | 0股 | +1,450股 | 新买入 |
| AAEROVIRONMENTAVAV |
| 0.01% | 0.01% | $1,399 | 1,500股 | $1,457 | 1,500股 | 00.00% | 持仓不变 |
 SnapSNAP |
| <0.01% | 0.01% | $571 | 600股 | $562 | 600股 | 00.00% | 持仓不变 |
| BBILLBILL |
| <0.01% | <0.01% | $387 | 400股 | $380 | 400股 | 00.00% | 持仓不变 |
| SSAREPTA THERAPEUTICSSRPT |
| <0.01% | <0.01% | $377 | 400股 | $366 | 400股 | 00.00% | 持仓不变 |
 Enphase能源ENPH |
| <0.01% | <0.01% | $374 | 400股 | $356 | 400股 | 00.00% | 持仓不变 |
| MMAKEMYTRIP LIMITED MAURITIUSMMYT |
| <0.01% | — | $364 | 400股 | $0 | 0股 | +400股 | 新买入 |
| UUPSTARTUPST |
| <0.01% | <0.01% | $347 | 350股 | $336 | 350股 | 00.00% | 持仓不变 |
| DDOORDASHDASH |
| <0.01% | — | $343 | 350股 | $0 | 0股 | +350股 | 新买入 |
| DDigitalOceanDOCN |
| <0.01% | <0.01% | $340 | 300股 | $291 | 300股 | 00.00% | 持仓不变 |
| RRapid7RPD |
| <0.01% | <0.01% | $335 | 400股 | $331 | 400股 | 00.00% | 持仓不变 |
| UUnityU |
| <0.01% | <0.01% | $293 | 300股 | $292 | 300股 | 00.00% | 持仓不变 |
| EEtsyETSY |
| <0.01% | <0.01% | $282 | 300股 | $278 | 300股 | 00.00% | 持仓不变 |
 京东JD |
| <0.01% | <0.01% | $177 | 180股 | $178 | 180股 | 00.00% | 持仓不变 |
