 博通AVGO |
| 6.58% | 6.42% | $5,641.3万 | 14.9万股 | $4,942.4万 | 16.0万股 | -1.0万股-6.48% | 减仓 |
 英伟达NVDA |
| 5.07% | 5.19% | $4,346.8万 | 21.7万股 | $3,997.9万 | 22.9万股 | -1.2万股-5.23% | 减仓 |
 谷歌AGOOGL |
| 4.44% | 4.26% | $3,807.0万 | 10.7万股 | $3,283.9万 | 11.4万股 | -7,668股-6.71% | 减仓 |
 亚马逊AMZN |
| 3.72% | 3.88% | $3,184.2万 | 13.4万股 | $2,985.9万 | 14.3万股 | -9,768股-6.81% | 减仓 |
 特斯拉TSLA |
| 3.55% | 3.74% | $3,045.2万 | 7.2万股 | $2,882.4万 | 7.8万股 | -5,135股-6.62% | 减仓 |
 MERCADOLIBRE COMMELI |
| 3.05% | 3.44% | $2,612.4万 | 1.5万股 | $2,647.8万 | 1.5万股 | +77股+0.50% | 加仓 |
 NETFLIXNFLX |
| 2.81% | 4.32% | $2,406.7万 | 33.7万股 | $3,329.3万 | 34.6万股 | -9,185股-2.65% | 减仓 |
| IiShares安硕信托GVI |
| 2.58% | 2.78% | $2,208.9万 | 20.5万股 | $2,141.1万 | 20.2万股 | +3,544股+1.76% | 加仓 |
 苹果AAPL |
| 2.53% | 2.63% | $2,164.1万 | 7.5万股 | $2,025.5万 | 8.0万股 | -5,023股-6.29% | 减仓 |
 直觉外科ISRG |
| 2.29% | 2.94% | $1,964.3万 | 4.9万股 | $2,266.7万 | 4.9万股 | +225股+0.46% | 加仓 |
 CloudflareNET |
| 2.25% | 2.03% | $1,930.4万 | 7.9万股 | $1,566.3万 | 7.6万股 | +2,794股+3.68% | 加仓 |
 美光科技MU |
| 2.18% | 1.13% | $1,871.8万 | 1.6万股 | $871.8万 | 2.6万股 | -9,585股-37.15% | 减仓 |
 好市多COST |
| 2.05% | 2.42% | $1,759.5万 | 1.9万股 | $1,859.9万 | 1.9万股 | +143股+0.77% | 加仓 |
 Arm控股ARM |
| 1.82% | 0.9% | $1,558.8万 | 4.4万股 | $692.0万 | 4.6万股 | -1,777股-3.88% | 减仓 |
| IiShares安硕信托GVI |
| 1.74% | 1.95% | $1,491.7万 | 14.0万股 | $1,504.9万 | 14.1万股 | -1,201股-0.85% | 减仓 |
 GRAILGRAL |
| 1.73% | 1.53% | $1,483.2万 | 21.7万股 | $1,179.6万 | 22.8万股 | -1.1万股-4.82% | 减仓 |
| IiShares安硕信托CMF |
| 1.7% | 2.06% | $1,455.4万 | 25.3万股 | $1,582.4万 | 27.8万股 | -2.6万股-9.27% | 减仓 |
 CrowdStrikeCRWD |
| 1.68% | 1.15% | $1,440.1万 | 1.9万股 | $886.7万 | 2.3万股 | -3,842股-16.92% | 减仓 |
| IiShares安硕信托AGG |
| 1.47% | 1.79% | $1,258.5万 | 12.7万股 | $1,376.6万 | 13.9万股 | -1.2万股-8.31% | 减仓 |
 AMD超威AMD |
| 1.47% | 0.71% | $1,258.3万 | 2.2万股 | $550.1万 | 2.7万股 | -5,378股-19.89% | 减仓 |
 DatadogDDOG |
| 1.39% | 0.86% | $1,194.3万 | 4.6万股 | $662.7万 | 5.6万股 | -1.0万股-18.29% | 减仓 |
 ANALOG DEVICES COMADI |
| 1.31% | 1.44% | $1,119.1万 | 2.8万股 | $1,108.6万 | 3.5万股 | -6,671股-19.14% | 减仓 |
 飞塔FTNT |
| 1.24% | 0.75% | $1,059.3万 | 6.9万股 | $574.0万 | 7.0万股 | -1,284股-1.83% | 减仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.23% | 1.53% | $1,057.8万 | 2.3万股 | $1,178.9万 | 2.4万股 | -1,273股-5.24% | 减仓 |
 ROSS STORES COMROST |
| 1.17% | 1.54% | $1,006.0万 | 4.7万股 | $1,183.4万 | 5.5万股 | -7,364股-13.48% | 减仓 |
 ON SEMICONDUCTOR COMON |
| 1.15% | 1.08% | $981.2万 | 10.4万股 | $834.2万 | 13.5万股 | -3.1万股-22.97% | 减仓 |
 卡特彼勒CAT |
| 1.14% | 0.98% | $980.3万 | 9,205股 | $754.3万 | 1.1万股 | -1,442股-13.54% | 减仓 |
| IiShares安硕信托TIP |
| 1.03% | 1.1% | $880.6万 | 8.0万股 | $849.8万 | 7.7万股 | +3,467股+4.50% | 加仓 |
 ILLUMINAILMN |
| 0.99% | 0.84% | $845.2万 | 4.8万股 | $643.1万 | 5.2万股 | -4,107股-7.87% | 减仓 |
 阿斯麦ASML |
| 0.94% | 0.74% | $806.2万 | 4,052股 | $573.5万 | 4,342股 | -290股-6.68% | 减仓 |
| BBEONE MEDICINESONC |
| 0.94% | 1.1% | $804.7万 | 2.8万股 | $846.1万 | 2.8万股 | -255股-0.89% | 减仓 |
 迪尔DE |
| 0.94% | 1.06% | $803.2万 | 1.3万股 | $813.9万 | 1.4万股 | -1,786股-12.37% | 减仓 |
 Guardant HealthGH |
| 0.92% | 0.64% | $788.4万 | 5.3万股 | $496.2万 | 5.4万股 | -1,177股-2.19% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.91% | 0.6% | $781.8万 | 3.1万股 | $465.7万 | 3.1万股 | -156股-0.51% | 减仓 |
 梅特勒托利多MTD |
| 0.9% | 0.99% | $774.7万 | 6,065股 | $763.5万 | 6,054股 | +11股+0.18% | 加仓 |
 沃尔玛WMT |
| 0.87% | 1.07% | $748.9万 | 6.6万股 | $827.6万 | 6.7万股 | -428股-0.64% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.87% | 0.79% | $744.6万 | 2.1万股 | $606.1万 | 2.1万股 | -56股-0.27% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.85% | 0.86% | $725.8万 | 1.5万股 | $660.7万 | 1.4万股 | +716股+5.19% | 加仓 |
 优步UBER |
| 0.83% | 0.98% | $714.6万 | 9.9万股 | $753.9万 | 10.5万股 | -5,777股-5.51% | 减仓 |
| V先锋领航债券指数基金BSV |
| 0.83% | 0.89% | $711.0万 | 9.1万股 | $684.0万 | 8.7万股 | +4,032股+4.62% | 加仓 |
 新思科技SNPS |
| 0.81% | 0.96% | $691.4万 | 1.6万股 | $738.5万 | 1.9万股 | -3,126股-16.78% | 减仓 |
 微软MSFT |
| 0.78% | 0.82% | $666.9万 | 1.8万股 | $630.1万 | 1.7万股 | +855股+5.02% | 加仓 |
 TJXTJX |
| 0.78% | 0.92% | $666.2万 | 4.4万股 | $709.8万 | 4.4万股 | -470股-1.06% | 减仓 |
 再生元REGN |
| 0.77% | 1.13% | $661.8万 | 1.1万股 | $866.6万 | 1.1万股 | -604股-5.38% | 减仓 |
 福泰制药VRTX |
| 0.77% | 0.71% | $659.4万 | 1.3万股 | $549.6万 | 1.2万股 | +967股+7.86% | 加仓 |
 VeevaVEEV |
| 0.72% | 0.75% | $613.5万 | 3.5万股 | $579.7万 | 3.3万股 | +1,570股+4.76% | 加仓 |
 MONGODB CL AMDB |
| 0.71% | 0.5% | $611.2万 | 1.8万股 | $384.3万 | 1.6万股 | +2,495股+15.89% | 加仓 |
 德州仪器TXN |
| 0.7% | 0.56% | $598.9万 | 2.0万股 | $430.4万 | 2.2万股 | -2,079股-9.38% | 减仓 |
 CHUBB LIMITEDCB |
| 0.68% | 0.84% | $581.8万 | 1.7万股 | $648.1万 | 2.0万股 | -2,811股-14.15% | 减仓 |
 TRAVELERS COSTRV |
| 0.68% | 0.64% | $578.3万 | 1.8万股 | $490.3万 | 1.7万股 | +710股+4.22% | 加仓 |
