 台积电TSM |
| 10.35% | 8.02% | $2.36亿 | 49.4万股 | $1.73亿 | 51.2万股 | -1.8万股-3.53% | 减仓 |
 英伟达NVDA |
| 7.88% | 7.15% | $1.80亿 | 89.8万股 | $1.54亿 | 88.5万股 | +1.3万股+1.46% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 6.87% | 6.7% | $1.57亿 | 44.3万股 | $1.44亿 | 50.4万股 | -6.1万股-12.02% | 减仓 |
 苹果AAPL |
| 6.66% | 7.37% | $1.52亿 | 52.5万股 | $1.59亿 | 62.7万股 | -10.2万股-16.23% | 减仓 |
 亚马逊AMZN |
| 4.73% | 4.57% | $1.08亿 | 45.3万股 | $9,861.8万 | 47.4万股 | -2.1万股-4.43% | 减仓 |
 博通AVGO |
| 4.28% | 3.61% | $9,766.7万 | 25.9万股 | $7,785.4万 | 25.2万股 | +7,007股+2.79% | 加仓 |
 应用材料AMAT |
| 4.16% | 2.88% | $9,490.0万 | 13.1万股 | $6,223.7万 | 18.2万股 | -5.1万股-27.92% | 减仓 |
 嘉信理财SCHW |
| 3.7% | 4.17% | $8,439.2万 | 91.5万股 | $8,997.4万 | 95.7万股 | -4.3万股-4.47% | 减仓 |
 万事达MA |
| 3.55% | 4.26% | $8,090.5万 | 15.8万股 | $9,185.5万 | 18.4万股 | -2.6万股-14.31% | 减仓 |
 联合健康UNH |
| 3.54% | 2.55% | $8,083.5万 | 19.4万股 | $5,507.9万 | 20.4万股 | -9,061股-4.45% | 减仓 |
 林德LIN |
| 3.31% | 5.08% | $7,549.5万 | 14.5万股 | $1.10亿 | 22.1万股 | -7.6万股-34.23% | 减仓 |
 第一资本COF |
| 2.95% | 2.96% | $6,737.4万 | 33.6万股 | $6,395.0万 | 35.1万股 | -1.5万股-4.20% | 减仓 |
 TransDigmTDG |
| 2.9% | 3.29% | $6,617.7万 | 5.0万股 | $7,107.2万 | 6.1万股 | -1.2万股-18.99% | 减仓 |
 贝克休斯BKR |
| 2.76% | 3.36% | $6,303.1万 | 113.6万股 | $7,248.2万 | 118.7万股 | -5.2万股-4.34% | 减仓 |
 Meta平台META |
| 2.76% | 4.33% | $6,293.6万 | 11.2万股 | $9,346.7万 | 16.3万股 | -5.2万股-31.61% | 减仓 |
 优步UBER |
| 2.64% | 2.92% | $6,017.7万 | 83.4万股 | $6,294.6万 | 87.5万股 | -4.1万股-4.70% | 减仓 |
| CCBRE CL ACBRE |
| 2.55% | — | $5,810.5万 | 41.4万股 | $0 | 0股 | +41.4万股 | 新买入 |
 芝加哥商品交易所CME |
| 2.5% | 3.7% | $5,712.6万 | 25.9万股 | $7,984.2万 | 27.0万股 | -1.2万股-4.31% | 减仓 |
 德康医疗DXCM |
| 2.42% | 2.5% | $5,514.9万 | 81.9万股 | $5,391.5万 | 85.9万股 | -4.0万股-4.62% | 减仓 |
| HHDFC BANKHDB |
| 2.35% | 2.16% | $5,356.7万 | 207.4万股 | $4,655.6万 | 187.1万股 | +20.3万股+10.83% | 加仓 |
 AMETEK COMAME |
| 2.28% | — | $5,202.0万 | 21.5万股 | $0 | 0股 | +21.5万股 | 新买入 |
 福泰制药VRTX |
| 2.21% | 2.2% | $5,047.7万 | 10.2万股 | $4,749.8万 | 10.6万股 | -4,751股-4.47% | 减仓 |
 ChipotleCMG |
| 2.15% | 2.24% | $4,911.8万 | 144.5万股 | $4,838.3万 | 151.2万股 | -6.7万股-4.42% | 减仓 |
 财捷INTU |
| 2.1% | 3.02% | $4,782.9万 | 18.3万股 | $6,514.8万 | 15.1万股 | +3.3万股+21.62% | 加仓 |
 ANALOG DEVICES COMADI |
| 2.09% | — | $4,762.4万 | 12.0万股 | $0 | 0股 | +12.0万股 | 新买入 |
 WASTE MGMT DELWM |
| 2.08% | 2.37% | $4,745.8万 | 21.3万股 | $5,117.5万 | 22.3万股 | -9,773股-4.39% | 减仓 |
 EquifaxEFX |
| 1.93% | 2.42% | $4,402.6万 | 27.7万股 | $5,227.2万 | 29.0万股 | -1.3万股-4.44% | 减仓 |
 TRIP COMTCOM |
| 1.65% | 2.26% | $3,756.5万 | 94.3万股 | $4,877.7万 | 98.0万股 | -3.7万股-3.75% | 减仓 |
| SSEA SPONSORD ADSSE |
| 0.4% | 0.36% | $906.5万 | 9.5万股 | $785.6万 | 9.5万股 | -278股-0.29% | 减仓 |
 GRAB HOLDINGS LIMITED CLASS A ORDGRAB |
| 0.24% | 0.25% | $555.8万 | 147.4万股 | $541.4万 | 147.9万股 | -4,790股-0.32% | 减仓 |
