 特斯拉TSLA |
| 31.23% | 28.23% | $4,170.9万 | 9.9万股 | $3,686.5万 | 9.9万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 8.44% | 7.55% | $1,127.7万 | 4.7万股 | $985.4万 | 4.7万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 7.93% | 7.07% | $1,058.9万 | 5.3万股 | $922.9万 | 5.3万股 | 00.00% | 持仓不变 |
 摩根士丹利MS |
| 7.66% | 6.17% | $1,022.7万 | 4.9万股 | $805.1万 | 4.9万股 | 00.00% | 持仓不变 |
 高盛GS |
| 7.06% | 6.04% | $943.2万 | 9,326股 | $789.0万 | 9,326股 | 00.00% | 持仓不变 |
 AXON ENTERPRISEAXON |
| 6.69% | 5.18% | $893.1万 | 1.6万股 | $676.6万 | 1.6万股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 4.62% | 4.75% | $617.2万 | 4.2万股 | $619.6万 | 4.2万股 | 00.00% | 持仓不变 |
| SSpaceXSPCX |
| 4.52% | — | $603.1万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
| BBROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNITBEP |
| 4.48% | 4.3% | $597.9万 | 17.2万股 | $562.0万 | 17.2万股 | 00.00% | 持仓不变 |
 欧特克ADSK |
| 4.44% | 5.6% | $593.4万 | 3.1万股 | $730.7万 | 3.1万股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 3.64% | 5.01% | $485.8万 | 6.8万股 | $654.2万 | 6.8万股 | 00.00% | 持仓不变 |
 ServiceNowNOW |
| 3.32% | 3.57% | $443.2万 | 4.5万股 | $466.7万 | 4.5万股 | 00.00% | 持仓不变 |
| AATLASSIAN CL ATEAM |
| 3% | — | $400.6万 | 5.1万股 | $0 | 0股 | +5.1万股 | 新买入 |
 赛富时CRM |
| 2.97% | 3.63% | $397.2万 | 2.5万股 | $473.3万 | 2.5万股 | 00.00% | 持仓不变 |
