 英伟达NVDA |
| 6.46% | 6.68% | $6,280.6万 | 31.4万股 | $5,541.7万 | 31.8万股 | -3,870股-1.22% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.93% | 4.94% | $4,795.7万 | 13.6万股 | $4,095.4万 | 14.3万股 | -7,036股-4.93% | 减仓 |
 苹果AAPL |
| 3.93% | 4.07% | $3,826.6万 | 13.2万股 | $3,374.9万 | 13.3万股 | -739股-0.56% | 减仓 |
 AMD超威AMD |
| 3.47% | 2.75% | $3,376.5万 | 5.8万股 | $2,277.9万 | 11.2万股 | -5.4万股-48.09% | 减仓 |
| PPOWELL INDSPOWL |
| 3.41% | 1.26% | $3,317.3万 | 11.6万股 | $1,045.9万 | 5.8万股 | +5.8万股+99.77% | 加仓 |
 QUANTA SVCSPWR |
| 3.37% | 3.58% | $3,283.1万 | 4.6万股 | $2,968.3万 | 5.4万股 | -8,470股-15.67% | 减仓 |
 亚马逊AMZN |
| 3.36% | 3.45% | $3,264.4万 | 13.7万股 | $2,857.0万 | 13.7万股 | -215股-0.16% | 减仓 |
 BWX科技BWXT |
| 2.68% | 3.31% | $2,602.7万 | 13.4万股 | $2,741.4万 | 13.4万股 | -350股-0.26% | 减仓 |
 CrowdStrikeCRWD |
| 2.59% | 1.79% | $2,520.8万 | 3.3万股 | $1,484.7万 | 3.8万股 | -4,996股-13.14% | 减仓 |
 微软MSFT |
| 2.48% | 2.86% | $2,408.8万 | 6.5万股 | $2,372.3万 | 6.4万股 | +489股+0.76% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 2.47% | 1.48% | $2,404.7万 | 9.4万股 | $1,228.6万 | 8.1万股 | +1.3万股+15.99% | 加仓 |
| GGRANITE CONSTRSPHB |
| 2.36% | 2.13% | $2,297.7万 | 14.5万股 | $1,768.7万 | 14.8万股 | -2,192股-1.49% | 减仓 |
 ServiceNowNOW |
| 2.33% | 1.45% | $2,269.6万 | 22.9万股 | $1,201.5万 | 11.5万股 | +11.4万股+98.92% | 加仓 |
 江森自控JCI |
| 2.23% | 2.37% | $2,174.2万 | 14.9万股 | $1,966.8万 | 15.0万股 | -1,389股-0.92% | 减仓 |
 雷神技术RTX |
| 2.19% | 2.6% | $2,134.7万 | 11.3万股 | $2,152.4万 | 11.2万股 | +935股+0.84% | 加仓 |
 直觉外科ISRG |
| 2.16% | 2.28% | $2,096.7万 | 5.3万股 | $1,887.8万 | 4.1万股 | +1.2万股+28.75% | 加仓 |
 CloudflareNET |
| 2.02% | 2.36% | $1,963.6万 | 8.0万股 | $1,958.6万 | 9.5万股 | -1.5万股-15.66% | 减仓 |
 雪佛龙CVX |
| 1.92% | 2.96% | $1,865.2万 | 11.3万股 | $2,455.7万 | 11.9万股 | -6,168股-5.20% | 减仓 |
 OKTA CLASS AOKTA |
| 1.89% | 1.26% | $1,835.5万 | 13.5万股 | $1,040.9万 | 13.2万股 | +2,279股+1.72% | 加仓 |
 帕兰提尔PLTR |
| 1.86% | 2.6% | $1,806.0万 | 15.5万股 | $2,153.4万 | 14.7万股 | +7,583股+5.15% | 加仓 |
 美敦力MDT |
| 1.84% | 1.62% | $1,786.0万 | 22.8万股 | $1,344.1万 | 15.5万股 | +7.3万股+47.18% | 加仓 |
 高盛GS |
| 1.73% | 1.72% | $1,686.7万 | 1.7万股 | $1,428.5万 | 1.7万股 | -209股-1.24% | 减仓 |
 飞塔FTNT |
| 1.72% | 2.18% | $1,676.2万 | 10.9万股 | $1,807.9万 | 22.1万股 | -11.2万股-50.68% | 减仓 |
 思科CSCO |
| 1.71% | 1.63% | $1,665.4万 | 14.2万股 | $1,352.0万 | 17.4万股 | -3.2万股-18.63% | 减仓 |
 赛莱默XYL |
| 1.71% | 1.99% | $1,664.9万 | 14.1万股 | $1,648.3万 | 13.8万股 | +2,912股+2.11% | 加仓 |
 诺和诺德NVO |
| 1.71% | 1.16% | $1,662.0万 | 34.7万股 | $957.8万 | 26.1万股 | +8.6万股+33.02% | 加仓 |
| ZZETA GLOBALZETA |
| 1.61% | 1.46% | $1,570.7万 | 79.8万股 | $1,209.6万 | 76.0万股 | +3.8万股+5.04% | 加仓 |
 超微电脑SMCI |
| 1.57% | 1.42% | $1,529.0万 | 52.1万股 | $1,177.2万 | 51.7万股 | +4,312股+0.83% | 加仓 |
 摩根大通JPM |
| 1.56% | 1.65% | $1,519.0万 | 4.6万股 | $1,364.4万 | 4.6万股 | +23股+0.05% | 加仓 |
 CENTRUS ENERGY CL ALEU |
| 1.5% | 1.06% | $1,461.9万 | 8.7万股 | $875.9万 | 5.0万股 | +3.7万股+72.59% | 加仓 |
 L3哈里斯LHX |
| 1.48% | 2.05% | $1,440.4万 | 5.0万股 | $1,698.9万 | 4.9万股 | +347股+0.70% | 加仓 |
 波音BA |
| 1.44% | 1.54% | $1,401.9万 | 6.5万股 | $1,277.2万 | 6.4万股 | +588股+0.92% | 加仓 |
| NNUSCALE PWR CORP CLASS ASMR |
| 1.44% | 1.36% | $1,400.7万 | 139.7万股 | $1,131.1万 | 104.3万股 | +35.3万股+33.84% | 加仓 |
 OSCAR HEALTHOSCR |
| 1.44% | 1.11% | $1,398.1万 | 49.0万股 | $917.3万 | 80.0万股 | -30.9万股-38.70% | 减仓 |
 自由港麦克莫兰FCX |
| 1.4% | 1.53% | $1,361.4万 | 21.6万股 | $1,268.1万 | 21.6万股 | +737股+0.34% | 加仓 |
| BBANK OF AMERBAC |
| 1.32% | 1.32% | $1,280.2万 | 22.5万股 | $1,092.6万 | 22.4万股 | +542股+0.24% | 加仓 |
 戴蒙德能源FANG |
| 1.29% | 1.74% | $1,252.1万 | 7.1万股 | $1,439.4万 | 7.3万股 | -1,546股-2.12% | 减仓 |
 SYMBOTIC CLASS A COMSYM |
| 1.23% | — | $1,200.0万 | 26.7万股 | $0 | 0股 | +26.7万股 | 新买入 |
 贝克休斯BKR |
| 1.21% | 1.56% | $1,177.3万 | 21.2万股 | $1,290.8万 | 21.1万股 | +692股+0.33% | 加仓 |
 博通AVGO |
| 1.2% | 0.14% | $1,169.5万 | 3.1万股 | $113.7万 | 3,674股 | +2.7万股+742.65% | 加仓 |
 德文能源DVN |
| 1.2% | 1.7% | $1,164.5万 | 28.2万股 | $1,411.6万 | 28.1万股 | +1,288股+0.46% | 加仓 |
 STRATASYSSSYS |
| 1% | 1.07% | $974.5万 | 113.8万股 | $883.2万 | 113.1万股 | +7,533股+0.67% | 加仓 |
 星巴克SBUX |
| 0.96% | 1.04% | $932.6万 | 9.1万股 | $862.1万 | 9.6万股 | -4,963股-5.16% | 减仓 |
 赛富时CRM |
| 0.9% | 1.25% | $877.8万 | 5.6万股 | $1,033.8万 | 5.5万股 | +650股+1.17% | 加仓 |
 ONDASONDS |
| 0.81% | 0.98% | $788.9万 | 95.7万股 | $808.8万 | 89.5万股 | +6.3万股+7.02% | 加仓 |
| F第一信托·UST NYSE ARCA BIOTECHNOLOGY INDEX FUNDFBT |
| 0.59% | 0.56% | $572.9万 | 2.3万股 | $465.7万 | 2.3万股 | -79股-0.34% | 减仓 |
| PPRIMORIS SVCSPRIM |
| 0.53% | — | $516.6万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
| SSPDR黄金信托GLD |
| 0.51% | 0.46% | $494.8万 | 1.3万股 | $384.6万 | 8,939股 | +4,492股+50.25% | 加仓 |
 PEABODY ENGRBTU |
| 0.42% | 1.05% | $411.8万 | 17.8万股 | $870.8万 | 26.4万股 | -8.6万股-32.60% | 减仓 |
 NETFLIXNFLX |
| 0.4% | 0.69% | $387.8万 | 5.4万股 | $568.6万 | 5.9万股 | -4,821股-8.15% | 减仓 |
