 FERRARI COMRACE |
| 3.82% | 5.2% | $6,701.2万 | 18.0万股 | $7,791.1万 | 23.0万股 | -5.0万股-21.81% | 减仓 |
 Meta平台META |
| 3.21% | 2.92% | $5,632.9万 | 10.0万股 | $4,376.8万 | 7.7万股 | +2.4万股+30.72% | 加仓 |
 BJS WHSL CLUBBJ |
| 2.74% | 3.61% | $4,797.1万 | 55.0万股 | $5,413.1万 | 55.0万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 2.72% | 3.79% | $4,766.8万 | 20.0万股 | $5,681.6万 | 27.3万股 | -7.3万股-26.69% | 减仓 |
 英特尔INTC |
| 2.71% | 1.8% | $4,747.4万 | 34.0万股 | $2,691.9万 | 61.0万股 | -27.0万股-44.26% | 减仓 |
| BBANK OF AMERBAC |
| 2.6% | 1.63% | $4,558.4万 | 80.0万股 | $2,437.5万 | 50.0万股 | +30.0万股+60.00% | 加仓 |
 AMD超威AMD |
| 2.49% | 2.36% | $4,356.8万 | 7.5万股 | $3,539.7万 | 17.4万股 | -9.9万股-56.90% | 减仓 |
 应用材料AMAT |
| 2.47% | 2.28% | $4,338.0万 | 6.0万股 | $3,417.9万 | 10.0万股 | -4.0万股-40.00% | 减仓 |
 卡特彼勒CAT |
| 2.43% | 3.31% | $4,259.6万 | 4.0万股 | $4,959.2万 | 7.0万股 | -3.0万股-42.86% | 减仓 |
 礼来LLY |
| 2.39% | — | $4,198.0万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
 VisaV |
| 2.35% | — | $4,117.1万 | 12.0万股 | $0 | 0股 | +12.0万股 | 新买入 |
 英伟达NVDA |
| 2.28% | 3.27% | $4,001.8万 | 20.0万股 | $4,905.9万 | 28.1万股 | -8.1万股-28.90% | 减仓 |
| Q高通QCOM |
| 2.21% | — | $3,880.6万 | 21.0万股 | $0 | 0股 | +21.0万股 | 新买入 |
 微软MSFT |
| 2.13% | 2.97% | $3,730.2万 | 10.0万股 | $4,442.0万 | 12.0万股 | -2.0万股-16.67% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.02% | 1.91% | $3,533.3万 | 10.0万股 | $2,868.6万 | 10.0万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 1.98% | 1.02% | $3,472.3万 | 12.0万股 | $1,522.7万 | 6.0万股 | +6.0万股+100.00% | 加仓 |
 美光科技MU |
| 1.98% | — | $3,462.9万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 Arm控股ARM |
| 1.82% | 1.91% | $3,191.1万 | 9.0万股 | $2,868.3万 | 19.0万股 | -10.0万股-52.53% | 减仓 |
 西部数据WDC |
| 1.75% | 0.87% | $3,065.9万 | 4.8万股 | $1,298.4万 | 4.8万股 | 00.00% | 持仓不变 |
 EQTEQT |
| 1.67% | 2.34% | $2,924.4万 | 55.0万股 | $3,500.2万 | 55.0万股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 1.56% | 2.11% | $2,733.9万 | 6.5万股 | $3,159.9万 | 8.5万股 | -2.0万股-23.53% | 减仓 |
 百事可乐PEP |
| 1.54% | 1.24% | $2,708.0万 | 20.0万股 | $1,863.5万 | 12.0万股 | +8.0万股+66.67% | 加仓 |
 NETFLIXNFLX |
| 1.53% | 2.41% | $2,677.5万 | 37.5万股 | $3,605.6万 | 37.5万股 | 00.00% | 持仓不变 |
| JJOBY AVIATIONJOBY |
| 1.53% | 2.02% | $2,676.0万 | 300.0万股 | $3,027.3万 | 366.5万股 | -66.5万股-18.14% | 减仓 |
| BBIRKENSTOCK HOLDING COM SHSBIRK |
| 1.47% | 0.84% | $2,581.8万 | 60.0万股 | $1,254.1万 | 35.0万股 | +25.0万股+71.43% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 1.45% | 0.81% | $2,545.0万 | 10.0万股 | $1,206.6万 | 8.0万股 | +2.0万股+25.00% | 加仓 |
 CloudflareNET |
| 1.4% | 1.38% | $2,452.8万 | 10.0万股 | $2,063.4万 | 10.0万股 | 00.00% | 持仓不变 |
 希捷STX |
| 1.38% | 1.77% | $2,412.5万 | 2.5万股 | $2,644.4万 | 6.8万股 | -4.3万股-62.96% | 减仓 |
 高盛GS |
| 1.33% | 0.88% | $2,326.2万 | 2.3万股 | $1,311.3万 | 1.6万股 | +7,500股+48.39% | 加仓 |
 阿斯麦ASML |
| 1.32% | 1.02% | $2,307.8万 | 1.2万股 | $1,532.2万 | 1.2万股 | 00.00% | 持仓不变 |
 YPF SOCIEDAD ANONIMA SPON ADR CL DYPF |
| 1.3% | 1.54% | $2,273.5万 | 50.0万股 | $2,311.0万 | 50.0万股 | 00.00% | 持仓不变 |
 科磊KLAC |
| 1.24% | 0.71% | $2,172.3万 | 7.2万股 | $1,060.1万 | 7,200股 | +6.5万股+900.00% | 加仓 |
 优步UBER |
| 1.23% | 2.16% | $2,164.8万 | 30.0万股 | $3,236.9万 | 45.0万股 | -15.0万股-33.33% | 减仓 |
 迪士尼DIS |
| 1.21% | 1.29% | $2,117.5万 | 22.0万股 | $1,931.5万 | 20.0万股 | +2.0万股+9.78% | 加仓 |
 OLLIES BARGAIN OUTLETOLLI |
| 1.18% | 1.31% | $2,075.8万 | 27.0万股 | $1,960.5万 | 21.3万股 | +5.7万股+26.76% | 加仓 |
 泛林集团LRCX |
| 1.17% | 0.68% | $2,058.3万 | 4.8万股 | $1,014.9万 | 4.8万股 | 00.00% | 持仓不变 |
 波音BA |
| 1.17% | 1.99% | $2,056.5万 | 9.5万股 | $2,985.5万 | 15.0万股 | -5.5万股-36.67% | 减仓 |
 思科CSCO |
| 1.14% | 0.8% | $1,996.8万 | 17.0万股 | $1,202.6万 | 15.5万股 | +1.5万股+9.68% | 加仓 |
 CrowdStrikeCRWD |
| 1.09% | 0.65% | $1,907.9万 | 2.5万股 | $976.0万 | 2.5万股 | 00.00% | 持仓不变 |
 贝克休斯BKR |
| 1.08% | 1.39% | $1,887.0万 | 34.0万股 | $2,075.7万 | 34.0万股 | 00.00% | 持仓不变 |
 MERCADOLIBRE COMMELI |
| 1.07% | 1.04% | $1,867.1万 | 1.1万股 | $1,556.1万 | 9,000股 | +2,000股+22.22% | 加仓 |
 RobinhoodHOOD |
| 1% | 0.81% | $1,754.9万 | 17.5万股 | $1,212.8万 | 17.5万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.97% | 2.22% | $1,699.9万 | 4.5万股 | $3,327.2万 | 10.8万股 | -6.3万股-58.14% | 减仓 |
 HALLIBURTON COMHAL |
| 0.97% | 1.04% | $1,697.5万 | 50.0万股 | $1,559.6万 | 40.0万股 | +10.0万股+25.00% | 加仓 |
 摩根大通JPM |
| 0.93% | 0.69% | $1,636.7万 | 5.0万股 | $1,029.6万 | 3.5万股 | +1.5万股+42.86% | 加仓 |
 EquinixEQIX |
| 0.89% | — | $1,563.6万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 洛克希德马丁LMT |
| 0.87% | 1.74% | $1,528.4万 | 3.0万股 | $2,611.0万 | 4.3万股 | -1.3万股-30.56% | 减仓 |
 艾伯维ABBV |
| 0.86% | — | $1,509.8万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
| T赛默飞世尔TMO |
| 0.86% | 1.67% | $1,504.1万 | 3.0万股 | $2,506.8万 | 5.1万股 | -2.1万股-41.18% | 减仓 |
 CNH INDLCNH |
| 0.83% | 1.19% | $1,459.9万 | 130.0万股 | $1,782.0万 | 162.0万股 | -32.0万股-19.75% | 减仓 |
