 微软MSFT |
| 8.68% | 8.31% | $1.99亿 | 44.5万股 | $1.93亿 | 45.9万股 | -1.4万股-2.95% | 减仓 |
 亚马逊AMZN |
| 8.62% | 8.49% | $1.98亿 | 102.3万股 | $1.97亿 | 109.3万股 | -7.0万股-6.39% | 减仓 |
 英伟达NVDA |
| 7.32% | 7.56% | $1.68亿 | 135.9万股 | $1.76亿 | 19.4万股 | +116.4万股+599.11% | 加仓 |
 VisaV |
| 5.66% | 6.31% | $1.30亿 | 49.5万股 | $1.47亿 | 52.5万股 | -3.1万股-5.83% | 减仓 |
 谷歌AGOOGL |
| 4.76% | 4.48% | $1.09亿 | 60.0万股 | $1.04亿 | 68.9万股 | -8.9万股-12.94% | 减仓 |
 台积电TSM |
| 4.41% | 3.85% | $1.01亿 | 58.2万股 | $8,952.1万 | 65.8万股 | -7.6万股-11.51% | 减仓 |
 FOMENTO ECONOMICO MEXICANO SFMX |
| 3.64% | 3.57% | $8,356.2万 | 77.6万股 | $8,284.3万 | 63.6万股 | +14.0万股+22.06% | 加仓 |
 万事达MA |
| 3.59% | 3.79% | $8,245.0万 | 18.7万股 | $8,804.4万 | 18.3万股 | +4,068股+2.23% | 加仓 |
 埃森哲ACN |
| 3.13% | 3.47% | $7,172.4万 | 23.6万股 | $8,060.2万 | 23.3万股 | +3,849股+1.66% | 加仓 |
 林德LIN |
| 2.97% | 3% | $6,820.5万 | 15.5万股 | $6,977.2万 | 15.0万股 | +5,164股+3.44% | 加仓 |
 史赛克SYK |
| 2.72% | 2.69% | $6,228.5万 | 18.3万股 | $6,254.1万 | 17.5万股 | +8,298股+4.75% | 加仓 |
| T赛默飞世尔TMO |
| 2.7% | 2.71% | $6,186.8万 | 11.2万股 | $6,289.3万 | 10.8万股 | +3,667股+3.39% | 加仓 |
 DatadogDDOG |
| 2.66% | 1.78% | $6,099.3万 | 47.0万股 | $4,134.7万 | 33.5万股 | +13.6万股+40.59% | 加仓 |
 CrowdStrikeCRWD |
| 2.59% | 2.35% | $5,948.7万 | 15.5万股 | $5,452.6万 | 17.0万股 | -1.5万股-8.72% | 减仓 |
 ServiceNowNOW |
| 2.5% | 2.17% | $5,725.5万 | 7.3万股 | $5,029.9万 | 6.6万股 | +6,807股+10.32% | 加仓 |
| BBECTON DICKINSON & COMBDX |
| 1.83% | — | $4,200.2万 | 18.0万股 | $0 | 0股 | +18.0万股 | 新买入 |
 ZscalerZS |
| 1.77% | 1.71% | $4,055.2万 | 21.1万股 | $3,972.6万 | 20.6万股 | +4,770股+2.31% | 加仓 |
 PALO ALTOPANW |
| 1.75% | 1.61% | $4,006.9万 | 11.8万股 | $3,743.2万 | 13.2万股 | -1.4万股-10.28% | 减仓 |
 MERCADOLIBRE COMMELI |
| 1.72% | 1.58% | $3,953.2万 | 2.4万股 | $3,674.1万 | 2.4万股 | -245股-1.01% | 减仓 |
 爱德华生命科学EW |
| 1.72% | 1.8% | $3,953.2万 | 42.8万股 | $4,185.0万 | 43.8万股 | -9,971股-2.28% | 减仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.61% | 0.87% | $3,685.4万 | 11.7万股 | $2,009.9万 | 7.6万股 | +4.1万股+54.21% | 加仓 |
 博通AVGO |
| 1.51% | 1.22% | $3,467.6万 | 2.2万股 | $2,836.4万 | 2.1万股 | +198股+0.93% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 1.36% | 1.51% | $3,115.2万 | 23.1万股 | $3,495.4万 | 21.6万股 | +1.4万股+6.61% | 加仓 |
 CloudflareNET |
| 1.35% | 1.6% | $3,086.2万 | 37.3万股 | $3,704.7万 | 38.3万股 | -1.0万股-2.61% | 减仓 |
 礼来LLY |
| 1.28% | 1.13% | $2,942.5万 | 3.3万股 | $2,631.8万 | 3.4万股 | -1,330股-3.93% | 减仓 |
| CCONFLUENT CLASS A COM8QR |
| 1.24% | 1.03% | $2,853.2万 | 96.6万股 | $2,381.2万 | 78.0万股 | +18.6万股+23.84% | 加仓 |
 CAMTEKCAMT |
| 1.24% | 0.85% | $2,848.0万 | 22.7万股 | $1,980.3万 | 23.6万股 | -9,000股-3.81% | 减仓 |
 特斯拉TSLA |
| 1.19% | 1.03% | $2,738.2万 | 13.8万股 | $2,395.6万 | 13.6万股 | +2,100股+1.54% | 加仓 |
 帕兰提尔PLTR |
| 1.11% | 0.9% | $2,544.4万 | 100.5万股 | $2,096.9万 | 91.1万股 | +9.3万股+10.23% | 加仓 |
 赛富时CRM |
| 0.97% | 1.11% | $2,229.1万 | 8.7万股 | $2,578.1万 | 8.6万股 | +1,100股+1.29% | 加仓 |
 MONGODB CL AMDB |
| 0.85% | — | $1,949.7万 | 7.8万股 | $0 | 0股 | +7.8万股 | 新买入 |
 ENPHASE ENERGY COMENPH |
| 0.83% | 1.08% | $1,894.5万 | 19.0万股 | $2,516.4万 | 20.8万股 | -1.8万股-8.65% | 减仓 |
 BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSBNTX |
| 0.82% | 0.85% | $1,884.8万 | 23.5万股 | $1,975.2万 | 21.4万股 | +2.0万股+9.54% | 加仓 |
 ADOBE COMADBE |
| 0.7% | 0.68% | $1,616.6万 | 2.9万股 | $1,579.4万 | 3.1万股 | -2,200股-7.03% | 减仓 |
 EOG资源EOG |
| 0.62% | 0.39% | $1,422.3万 | 11.3万股 | $894.9万 | 7.0万股 | +4.3万股+61.43% | 加仓 |
 ShopifySHOP |
| 0.61% | 0.92% | $1,406.9万 | 21.3万股 | $2,138.4万 | 27.7万股 | -6.4万股-23.13% | 减仓 |
 甲骨文ORCL |
| 0.58% | 2.96% | $1,331.7万 | 9.4万股 | $6,868.7万 | 54.7万股 | -45.3万股-82.75% | 减仓 |
 VertivVRT |
| 0.57% | — | $1,315.9万 | 15.2万股 | $0 | 0股 | +15.2万股 | 新买入 |
 Pdd Holdings Inc ADRPDD |
| 0.48% | 0.5% | $1,110.1万 | 8.4万股 | $1,156.7万 | 10.0万股 | -1.6万股-16.08% | 减仓 |
| DDIGITALOCEANDOCN |
| 0.44% | 0.78% | $1,003.6万 | 28.9万股 | $1,820.4万 | 47.7万股 | -18.8万股-39.43% | 减仓 |
| DDYNATRACEDT |
| 0.32% | 0.53% | $737.9万 | 16.5万股 | $1,220.2万 | 26.3万股 | -9.8万股-37.23% | 减仓 |
 Nice Ltd ADRNICE |
| 0.27% | 0.58% | $629.9万 | 3.7万股 | $1,340.4万 | 5.1万股 | -1.5万股-28.78% | 减仓 |
 The Trade DeskTTD |
| 0.25% | 0.24% | $577.4万 | 5.9万股 | $553.2万 | 6.3万股 | -4,165股-6.58% | 减仓 |
 VeevaVEEV |
| 0.25% | 0.54% | $568.2万 | 3.1万股 | $1,257.8万 | 5.4万股 | -2.3万股-42.81% | 减仓 |
| RROCKET LAB COMRKLB |
| 0.24% | 0.19% | $552.6万 | 115.1万股 | $432.6万 | 105.3万股 | +9.9万股+9.37% | 加仓 |
 芝加哥期权交易所CBOE |
| 0.23% | 0.37% | $531.8万 | 3.1万股 | $852.3万 | 4.6万股 | -1.5万股-32.59% | 减仓 |
 COOPER COSCOO |
| 0.22% | 0.17% | $512.0万 | 5.9万股 | $384.5万 | 3.8万股 | +2.1万股+54.76% | 加仓 |
 DANAHER DEL COMDHR |
| 0.21% | 0.25% | $485.5万 | 1.9万股 | $575.5万 | 2.3万股 | -3,612股-15.67% | 减仓 |
 CREDICORPBAP |
| 0.2% | 0.25% | $468.1万 | 2.9万股 | $591.1万 | 3.5万股 | -5,875股-16.84% | 减仓 |
| FFACTSET RESH SYSFDS |
| 0.18% | 0.34% | $410.3万 | 1.0万股 | $783.1万 | 1.7万股 | -7,185股-41.69% | 减仓 |
