 微软MSFT |
| 13.22% | 9.18% | $2,996.1万 | 7.1万股 | $2,558.9万 | 5.9万股 | +1.2万股+19.53% | 加仓 |
 VisaV |
| 10.15% | 5.31% | $2,301.8万 | 7.3万股 | $1,478.5万 | 5.4万股 | +1.9万股+35.44% | 加仓 |
 英伟达NVDA |
| 5.99% | 10.05% | $1,357.6万 | 10.1万股 | $2,800.7万 | 23.1万股 | -13.0万股-56.17% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 5.05% | 7.57% | $1,144.9万 | 6.0万股 | $2,109.8万 | 12.6万股 | -6.6万股-52.36% | 减仓 |
 伊顿ETN |
| 4.56% | 9.92% | $1,034.1万 | 3.1万股 | $2,764.9万 | 8.3万股 | -5.2万股-62.65% | 减仓 |
 亚马逊AMZN |
| 4.27% | 5.59% | $967.0万 | 4.4万股 | $1,558.3万 | 8.4万股 | -4.0万股-47.29% | 减仓 |
 埃森哲ACN |
| 4.05% | — | $918.9万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 摩根大通JPM |
| 3.64% | 6.58% | $824.1万 | 3.4万股 | $1,833.5万 | 8.7万股 | -5.3万股-60.47% | 减仓 |
 宝洁PG |
| 3.29% | — | $746.8万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
 可口可乐KO |
| 3.23% | 0.3% | $733.2万 | 11.8万股 | $84.3万 | 1.2万股 | +10.6万股+904.34% | 加仓 |
 雅培ABT |
| 3.15% | — | $713.8万 | 6.3万股 | $0 | 0股 | +6.3万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 2.87% | 6.54% | $650.1万 | 1.4万股 | $1,820.8万 | 4.0万股 | -2.5万股-63.75% | 减仓 |
 谷歌AGOOGL |
| 2.86% | 0.43% | $648.4万 | 3.4万股 | $120.3万 | 7,256股 | +2.7万股+372.09% | 加仓 |
 联合健康UNH |
| 2.85% | 0.06% | $645.6万 | 1.3万股 | $16.4万 | 280股 | +1.2万股+4,457.86% | 加仓 |
 苹果AAPL |
| 2.84% | 6.05% | $644.4万 | 2.6万股 | $1,685.2万 | 7.2万股 | -4.7万股-64.42% | 减仓 |
 恩智浦NXPI |
| 2.31% | 5.66% | $524.6万 | 2.5万股 | $1,576.0万 | 6.6万股 | -4.0万股-61.56% | 减仓 |
 BOOKING COMBKNG |
| 1.98% | — | $449.6万 | 905股 | $0 | 0股 | +905股 | 新买入 |
 PAYPAL COMPYPL |
| 1.87% | 3.1% | $425.0万 | 5.0万股 | $862.6万 | 11.1万股 | -6.1万股-54.96% | 减仓 |
 AXON ENTERPRISEAXON |
| 1.85% | 1.18% | $418.6万 | 7,043股 | $328.2万 | 8,213股 | -1,170股-14.25% | 减仓 |
 赛富时CRM |
| 1.8% | — | $408.4万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 OTIS WORLDWIDEOTIS |
| 1.6% | — | $362.1万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
 家得宝HD |
| 1.57% | 3.58% | $356.4万 | 9,161股 | $997.6万 | 2.5万股 | -1.5万股-62.79% | 减仓 |
 Meta平台META |
| 1.55% | — | $351.1万 | 5,996股 | $0 | 0股 | +5,996股 | 新买入 |
 斯伦贝谢SLB |
| 1.54% | 3.5% | $348.8万 | 9.1万股 | $974.3万 | 23.2万股 | -14.1万股-60.83% | 减仓 |
 强生JNJ |
| 1.44% | 3.41% | $325.9万 | 2.3万股 | $949.6万 | 5.9万股 | -3.6万股-61.54% | 减仓 |
 PHILIP MORRIS INTLPM |
| 1.26% | — | $285.4万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 AMD超威AMD |
| 1.24% | 1.36% | $280.0万 | 2.3万股 | $379.5万 | 2.3万股 | +49股+0.21% | 加仓 |
 HALLIBURTON COMHAL |
| 1.15% | 2.62% | $260.4万 | 9.6万股 | $730.2万 | 25.1万股 | -15.6万股-61.89% | 减仓 |
 嘉信理财SCHW |
| 0.96% | 3.37% | $217.2万 | 2.9万股 | $938.5万 | 14.5万股 | -11.5万股-79.74% | 减仓 |
 摩根士丹利MS |
| 0.94% | 0.67% | $213.8万 | 1.7万股 | $186.7万 | 1.8万股 | -906股-5.06% | 减仓 |
 TJXTJX |
| 0.77% | 0.61% | $175.3万 | 1.5万股 | $170.7万 | 1.5万股 | -16股-0.11% | 减仓 |
 ExpediaEXPE |
| 0.66% | 0.46% | $149.6万 | 8,028股 | $127.0万 | 8,580股 | -552股-6.43% | 减仓 |
| AAMBARELLAAMBA |
| 0.45% | 0.28% | $101.9万 | 1.4万股 | $79.1万 | 1.4万股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.4% | 0.4% | $91.6万 | 9,210股 | $111.8万 | 9,842股 | -632股-6.42% | 减仓 |
 ENPHASE ENERGY COMENPH |
| 0.4% | 0.43% | $91.2万 | 1.3万股 | $119.9万 | 1.1万股 | +2,673股+25.19% | 加仓 |
 NETFLIXNFLX |
| 0.39% | — | $88.2万 | 990股 | $0 | 0股 | +990股 | 新买入 |
 Pdd Holdings Inc ADRPDD |
| 0.38% | 0.45% | $86.2万 | 8,891股 | $126.2万 | 9,362股 | -471股-5.03% | 减仓 |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 0.33% | 0.34% | $75.0万 | 3,597股 | $95.2万 | 3,742股 | -145股-3.87% | 减仓 |
| TTRIPADVISORTRIP |
| 0.26% | 0.22% | $58.3万 | 3.9万股 | $61.3万 | 4.2万股 | -2,826股-6.68% | 减仓 |
| PPATTERSON-UTI ENERGYPTEN |
| 0.26% | 0.21% | $57.8万 | 7.0万股 | $57.4万 | 7.5万股 | -4,996股-6.66% | 减仓 |
| AAT&TT |
| 0.18% | 0.15% | $41.0万 | 1.8万股 | $42.9万 | 1.9万股 | -1,496股-7.68% | 减仓 |
| DDUOLINGODUOL |
| 0.18% | 0.12% | $39.9万 | 1,230股 | $34.7万 | 1,230股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.05% | 0.05% | $11.8万 | 153股 | $13.6万 | 153股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.05% | — | $11.1万 | 211股 | $0 | 0股 | +211股 | 新买入 |
 帕兰提尔PLTR |
| 0.05% | 0.02% | $10.7万 | 1,410股 | $5.2万 | 1,410股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.04% | 0.03% | $10.1万 | 250股 | $7.8万 | 300股 | -50股-16.67% | 减仓 |
 贝莱德·INC COMBLK |
| 0.04% | 0.03% | $8.0万 | 78股 | $7.4万 | 78股 | 00.00% | 持仓不变 |
 CrowdStrikeCRWD |
| 0.02% | 0.01% | $4.2万 | 123股 | $3.4万 | 123股 | 00.00% | 持仓不变 |
| RRIVIAN AUTOMOTIVE INC CLASS ARIVN |
| <0.01% | <0.01% | $5,520 | 415股 | $4,656 | 415股 | 00.00% | 持仓不变 |
| FFastlyFSLY |
| <0.01% | <0.01% | $2,539 | 269股 | $2,036 | 269股 | 00.00% | 持仓不变 |
