 英伟达NVDA |
| 12.66% | 12.86% | $4.35亿 | 217.4万股 | $3.72亿 | 213.4万股 | +4.1万股+1.90% | 加仓 |
 谷歌AGOOGL |
| 10.4% | 6.23% | $3.57亿 | 100.0万股 | $1.80亿 | 62.7万股 | +37.3万股+59.55% | 加仓 |
 博通AVGO |
| 5.19% | 4.01% | $1.79亿 | 47.3万股 | $1.16亿 | 37.5万股 | +9.8万股+26.11% | 加仓 |
 微软MSFT |
| 4.51% | 8.37% | $1.55亿 | 41.5万股 | $2.42亿 | 65.4万股 | -23.9万股-36.52% | 减仓 |
 礼来LLY |
| 4.02% | 3.57% | $1.38亿 | 11.5万股 | $1.03亿 | 11.2万股 | +2,739股+2.44% | 加仓 |
 苹果AAPL |
| 3.96% | 8.15% | $1.36亿 | 47.0万股 | $2.36亿 | 92.9万股 | -45.9万股-49.40% | 减仓 |
 GE VernovaGEV |
| 3.15% | 2.74% | $1.08亿 | 9.2万股 | $7,926.1万 | 9.1万股 | +1,283股+1.41% | 加仓 |
 GE航空GE |
| 3.06% | 2.72% | $1.05亿 | 28.2万股 | $7,866.3万 | 27.7万股 | +4,509股+1.63% | 加仓 |
 Meta平台META |
| 3.06% | 3.63% | $1.05亿 | 18.7万股 | $1.05亿 | 18.4万股 | +3,121股+1.70% | 加仓 |
 ROYAL CARIBBEANRCL |
| 2.9% | 2.9% | $9,978.4万 | 31.4万股 | $8,394.2万 | 30.5万股 | +9,206股+3.02% | 加仓 |
 VisaV |
| 2.75% | 2.83% | $9,436.6万 | 27.5万股 | $8,185.5万 | 27.1万股 | +4,221股+1.56% | 加仓 |
 Arm控股ARM |
| 1.78% | 0.88% | $6,127.6万 | 17.3万股 | $2,550.6万 | 16.9万股 | +4,219股+2.50% | 加仓 |
 亚马逊AMZN |
| 1.75% | 5.11% | $6,006.5万 | 25.2万股 | $1.48亿 | 71.0万股 | -45.8万股-64.50% | 减仓 |
| TTERADYNETER |
| 1.66% | — | $5,711.6万 | 11.8万股 | $0 | 0股 | +11.8万股 | 新买入 |
 NETFLIXNFLX |
| 1.56% | 2.51% | $5,349.8万 | 74.9万股 | $7,263.1万 | 75.5万股 | -6,124股-0.81% | 减仓 |
 阿斯麦ASML |
| 1.4% | 0.88% | $4,807.8万 | 2.4万股 | $2,542.6万 | 1.9万股 | +4,916股+25.54% | 加仓 |
 FICOFICO |
| 1.36% | 1.35% | $4,668.6万 | 3.9万股 | $3,901.5万 | 3.7万股 | +2,527股+6.91% | 加仓 |
| SSANDISK COMSNDK |
| 1.29% | — | $4,446.5万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 CienaCIEN |
| 1.23% | — | $4,217.6万 | 8.6万股 | $0 | 0股 | +8.6万股 | 新买入 |
 直觉外科ISRG |
| 1.14% | 1.55% | $3,926.0万 | 9.9万股 | $4,471.7万 | 9.7万股 | +1,719股+1.77% | 加仓 |
 西部数据WDC |
| 1.07% | — | $3,680.5万 | 5.8万股 | $0 | 0股 | +5.8万股 | 新买入 |
 Vulcan材料VMC |
| 1.02% | 1.11% | $3,514.0万 | 11.9万股 | $3,204.2万 | 11.8万股 | +1,443股+1.23% | 加仓 |
| AAPPLOVINAPP |
| 0.98% | 0.78% | $3,379.1万 | 6.6万股 | $2,242.9万 | 5.6万股 | +9,230股+16.38% | 加仓 |
 帕兰提尔PLTR |
| 0.97% | 1.21% | $3,342.8万 | 28.7万股 | $3,515.5万 | 24.0万股 | +4.6万股+19.22% | 加仓 |
 欧特克ADSK |
| 0.69% | 0.99% | $2,354.3万 | 12.1万股 | $2,856.5万 | 11.9万股 | +1,776股+1.49% | 加仓 |
 应用材料AMAT |
| 0.67% | 0.22% | $2,291.8万 | 3.2万股 | $626.8万 | 1.8万股 | +1.3万股+72.85% | 加仓 |
 CloudflareNET |
| 0.64% | 0.61% | $2,194.3万 | 8.9万股 | $1,764.7万 | 8.6万股 | +3,938股+4.60% | 加仓 |
 MERCADOLIBRE COMMELI |
| 0.63% | 0.75% | $2,163.2万 | 1.3万股 | $2,182.9万 | 1.3万股 | +119股+0.94% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.57% | 0.51% | $1,961.4万 | 5.6万股 | $1,464.0万 | 5.1万股 | +4,477股+8.77% | 加仓 |
 LAS VEGAS SANDS COMLVS |
| 0.56% | 0.77% | $1,935.4万 | 41.9万股 | $2,230.1万 | 41.4万股 | +5,110股+1.23% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.51% | — | $1,747.3万 | 6.9万股 | $0 | 0股 | +6.9万股 | 新买入 |
 DatadogDDOG |
| 0.5% | 0.2% | $1,734.0万 | 6.7万股 | $578.5万 | 4.9万股 | +1.8万股+35.89% | 加仓 |
 好市多COST |
| 0.47% | 0.58% | $1,601.3万 | 1.7万股 | $1,674.6万 | 1.7万股 | +312股+1.86% | 加仓 |
 LumentumLITE |
| 0.44% | 0.11% | $1,504.5万 | 1.8万股 | $330.4万 | 4,701股 | +1.3万股+272.98% | 加仓 |
 万事达MA |
| 0.41% | 0.45% | $1,411.7万 | 2.7万股 | $1,298.4万 | 2.6万股 | +1,501股+5.78% | 加仓 |
| CCOMFORT SYS USAFIX |
| 0.37% | 0.14% | $1,279.2万 | 6,454股 | $399.4万 | 2,896股 | +3,558股+122.86% | 加仓 |
 霍尼韦尔HON |
| 0.37% | 0.89% | $1,276.8万 | 5.7万股 | $2,572.1万 | 11.4万股 | -5.7万股-49.89% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.37% | — | $1,260.7万 | 5.7万股 | $0 | 0股 | +5.7万股 | 新买入 |
 NateraNTRA |
| 0.36% | 0.27% | $1,232.4万 | 4.5万股 | $774.0万 | 3.9万股 | +6,698股+17.31% | 加仓 |
 VistraVST |
| 0.35% | 0.39% | $1,213.0万 | 7.6万股 | $1,130.1万 | 7.5万股 | +1,289股+1.71% | 加仓 |
 AXON ENTERPRISEAXON |
| 0.35% | 0.3% | $1,200.0万 | 2.1万股 | $863.6万 | 2.0万股 | +1,071股+5.27% | 加仓 |
 CencoraCOR |
| 0.35% | 0.35% | $1,192.6万 | 4.2万股 | $1,011.1万 | 3.2万股 | +9,959股+30.94% | 加仓 |
| AASTERA LABSALAB |
| 0.33% | 0.1% | $1,127.7万 | 2.3万股 | $276.3万 | 2.5万股 | -1,859股-7.38% | 减仓 |
 罗克韦尔自动化ROK |
| 0.32% | 0.24% | $1,102.6万 | 2.2万股 | $682.4万 | 1.9万股 | +3,257股+17.13% | 加仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 0.32% | 0.15% | $1,102.4万 | 12.1万股 | $444.6万 | 6.9万股 | +5.2万股+75.65% | 加仓 |
 Ares管理ARES |
| 0.32% | 0.26% | $1,083.3万 | 9.7万股 | $739.5万 | 6.8万股 | +3.0万股+43.58% | 加仓 |
| RROCKET LAB COMRKLB |
| 0.32% | 0.16% | $1,082.9万 | 10.7万股 | $449.3万 | 7.0万股 | +3.7万股+52.27% | 加仓 |
 RobinhoodHOOD |
| 0.31% | — | $1,071.3万 | 10.7万股 | $0 | 0股 | +10.7万股 | 新买入 |
 CrowdStrikeCRWD |
| 0.31% | 0.21% | $1,050.1万 | 1.4万股 | $621.8万 | 1.6万股 | -2,166股-13.60% | 减仓 |
 WorkdayWDAY |
| 0.3% | 0.37% | $1,035.7万 | 8.5万股 | $1,078.6万 | 8.3万股 | +1,577股+1.90% | 加仓 |
